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Insider Information:   Adams P. Bradley
Relationship:   Chief Executive Officer
City:   Leawood
State:   KS
   
Insider Summary:
  
   
Companies Owned :   7    
Direct Shares   10,629    

Indirect Shares

   1,276      
Direct Value   $107,191    

Indirect Value

   $17,240      
Total Shares   11,905      
Total Value   $124,431      


Tortoise Midstream Energy Closed Fund $0 Tortoise Energy Infrastructure Corp $16,932 Tortoise Power & Energy $39,815 Tortoise Pipeline & Energy Fund, Inc. $1,042 Tortoise Energy Independence Fund, Inc. $10,517 Tortoise Tax-Advantaged Social Infrastructure Fund, Inc. $0 Tortoise Essential Assets Income Term Fund $38,885 Tortoise Midstream Energy Closed Fund $0 Tortoise Energy Infrastructure Corp $16,932 Tortoise Power & Energy $39,815 Tortoise Pipeline & Energy Fund, Inc. $1,042 Tortoise Energy Independence Fund, Inc. $10,517 Tortoise Tax-Advantaged Social Infrastructure Fund, Inc. $0 Tortoise Essential Assets Income Term Fund $38,885
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    3   
    0    

     Stock price went up :
    1   
    0    
     Stock price went down :
    2   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
   4.1%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Tortoise Midstream Energy Closed... NTG Chief Executive Officer 2022-01-21 684 2010-07-30 0    Premium*  
            Tortoise North American Energy C... TYN Chief Financial Officer 2014-06-23 0 0    Premium*  
            Tortoise Energy Infrastructure C... TYG Chief Executive Officer 2022-01-21 3,484 2017-12-01 124    Premium*  
            Tortoise Power & Energy TPZ Chief Executive Officer 2022-01-21 2,577 2016-11-01 1,050    Premium*  
            Tortoise Pipeline & Energy Fund,... TTP Chief Executive Officer 2022-01-21 256 2015-09-01 102    Premium*  
            Tortoise Energy Independence Fun... NDP Chief Executive Officer 2022-01-21 313 2012-07-27 0    Premium*  
            Tortoise Essential Assets Income... TEAF Chief Executive Officer 2022-01-21 3,315 2019-03-27 0    Premium*  
* Premium Members only  

Records found :    161         Free Registration Required For Full Results.    Limit: 25

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  Page 4 of 7
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
TPZ Tortoise Power & Energy Chief Financial Officer   •       –      –    2012-06-01 5 A $23.60 $98 D/D 4 2,067 0 -
TPZ Tortoise Power & Energy Chief Financial Officer   •       –      –    2012-07-02 5 A $25.06 $98 D/D 4 2,067 0 -
TPZ Tortoise Power & Energy Chief Financial Officer   •       –      –    2012-08-01 5 A $25.74 $99 D/D 4 2,067 0 -
TPZ Tortoise Power & Energy Chief Financial Officer   •       –      –    2012-09-04 5 A $25.49 $99 D/D 4 2,067 0 -
TPZ Tortoise Power & Energy Chief Financial Officer   •       –      –    2012-10-01 5 A $25.92 $100 D/D 4 2,067 0 -
TPZ Tortoise Power & Energy Chief Financial Officer   •       –      –    2012-11-01 5 A $27.80 $108 D/D 4 2,067 0 -
TPZ Tortoise Power & Energy Chief Financial Officer   •       –      –    2012-12-03 5 A $25.24 $101 D/D 4 2,165 0 -
TPZ Tortoise Power & Energy Chief Financial Officer   •       –      –    2013-01-02 5 A $25.57 $101 D/D 4 2,165 0 -
TPZ Tortoise Power & Energy Chief Financial Officer   •       –      –    2013-02-01 5 A $26.95 $102 D/D 4 2,165 0 -
TPZ Tortoise Power & Energy Chief Financial Officer   •       –      –    2013-03-01 5 A $26.33 $102 D/D 4 2,165 0 -
TPZ Tortoise Power & Energy Chief Financial Officer   •       –      –    2013-04-01 5 A $26.52 $103 D/D 4 2,165 0 -
TPZ Tortoise Power & Energy Chief Financial Officer   •       –      –    2013-04-30 5 A $26.79 $158 D/D 6 2,165 0 -
TPZ Tortoise Power & Energy Chief Financial Officer   •       –      –    2013-05-01 5 A $26.48 $103 D/D 4 2,165 0 -
TPZ Tortoise Power & Energy Chief Financial Officer   •       –      –    2013-06-03 5 A $26.53 $104 D/D 4 2,165 0 -
TPZ Tortoise Power & Energy Chief Financial Officer   •       –      –    2013-07-01 5 A $25.68 $104 D/D 4 2,165 0 -
TPZ Tortoise Power & Energy Chief Financial Officer   •       –      –    2013-08-01 5 A $26.28 $105 D/D 4 2,165 0 -
TPZ Tortoise Power & Energy Chief Financial Officer   •       –      –    2013-09-03 5 A $25.80 $105 D/D 4 2,165 0 -
TPZ Tortoise Power & Energy Chief Financial Officer   •       –      –    2013-10-01 5 A $24.60 $106 D/D 4 2,165 0 -
TPZ Tortoise Power & Energy Chief Financial Officer   •       –      –    2013-11-01 5 A $25.08 $106 D/D 4 2,165 0 -
NTG Tortoise Midstream Energy... CEO & Princ Financial Officer   •       –      –    2018-07-09 4 OE $0.00 $0 D/D 252 2,165 0 -
TPZ Tortoise Power & Energy Chief Financial Officer   •       –      –    2013-12-02 5 A $24.92 $107 D/D 4 2,289 0 -
TPZ Tortoise Power & Energy Chief Financial Officer   •       –      –    2014-01-02 5 A $25.55 $108 D/D 4 2,289 0 -
TPZ Tortoise Power & Energy Chief Financial Officer   •       –      –    2014-02-03 5 A $25.20 $108 D/D 4 2,289 0 -
TPZ Tortoise Power & Energy Chief Financial Officer   •       –      –    2014-03-03 5 A $25.48 $109 D/D 4 2,289 0 -
TPZ Tortoise Power & Energy Chief Financial Officer   •       –      –    2014-04-01 5 A $25.46 $109 D/D 4 2,289 0 -
  161  Records found
  1   2   3   4  5   6   7      
  Page 4 of 7  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed
 
 
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