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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 5 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 Executive Officer   •       –      –    2015-07-01 5 A $23.46 $129 D/D 5 2,515 0 -
TTP Tortoise Pipeline & Energ... Chief Executive Officer   •       –      –    2015-07-02 4 B $25.34 $2,534 I/I 100 100 1.91 -
TYG Tortoise Energy Infrastru... Chief Executive Officer   •       –      –    2015-07-02 4 B $36.65 $3,665 I/I 100 100 1.91 -
TPZ Tortoise Power & Energy Chief Executive Officer   •       –      –    2015-08-03 5 A $24.25 $129 D/D 5 2,515 0 -
TYG Tortoise Energy Infrastru... Chief Executive Officer   •       –      –    2015-08-19 4 B $35.60 $3,560 D/D 100 6,411 2.66 -
NTG Tortoise Midstream Energy... Chief Executive Officer   •       –      –    2015-08-19 4 B $20.33 $2,033 D/D 100 693 2.66 -
TTP Tortoise Pipeline & Energ... Chief Executive Officer   •       –      –    2015-08-19 4 B $23.32 $4,664 D/D 200 324 2.66 -
TPZ Tortoise Power & Energy Chief Executive Officer   •       –      –    2015-09-01 5 A $21.20 $130 D/D 6 2,515 0 -
TTP Tortoise Pipeline & Energ... Chief Executive Officer   •       –      –    2015-09-01 5 A $21.15 $45 I/I 2 102 0 -
TYG Tortoise Energy Infrastru... Chief Executive Officer   •       –      –    2015-09-01 5 A $35.76 $486 D/D 14 6,989 0 -
TYG Tortoise Energy Infrastru... Chief Executive Officer   •       –      –    2015-09-01 5 A $35.76 $65 I/I 2 102 0 -
TPZ Tortoise Power & Energy Chief Executive Officer   •       –      –    2015-10-01 5 A $18.96 $131 D/D 7 2,515 0 -
TYG Tortoise Energy Infrastru... Chief Executive Officer   •       –      –    2015-10-09 5 B $30.96 $6,997 D/D 226 6,989 0 -
TPZ Tortoise Power & Energy Chief Executive Officer   •       –      –    2015-11-02 5 A $20.94 $132 D/D 6 2,515 0 -
TYG Tortoise Energy Infrastru... Chief Executive Officer   •       –      –    2015-11-20 5 B $29.41 $6,911 D/D 235 6,989 0 -
TYG Tortoise Energy Infrastru... Chief Executive Officer   •       –      –    2015-12-01 4 B $26.78 $499 D/D 19 7,008 2.66 -
TYG Tortoise Energy Infrastru... Chief Executive Officer   •       –      –    2015-12-01 4 B $26.78 $67 I/I 2 104 1.91 -
TPZ Tortoise Power & Energy Chief Executive Officer   •       –      –    2015-12-01 5 A $18.55 $133 D/D 7 1,685 0 -
TYG Tortoise Energy Infrastru... Chief Executive Officer   •       –      –    2015-12-28 4 B $25.46 $19,070 D/D 749 7,912 2.74 -
TPZ Tortoise Power & Energy Chief Executive Officer   •       –      –    2016-01-04 5 A $16.73 $134 D/D 8 1,685 0 -
TPZ Tortoise Power & Energy Chief Executive Officer   •       –      –    2016-02-01 5 A $15.02 $135 D/D 9 1,685 0 -
TYG Tortoise Energy Infrastru... Chief Executive Officer   •       –      –    2016-03-01 5 B $25.10 $68 I/I 3 112 0 -
TYG Tortoise Energy Infrastru... Chief Executive Officer   •       –      –    2016-03-01 5 B $25.10 $512 D/D 20 7,336 0 -
TPZ Tortoise Power & Energy Chief Executive Officer   •       –      –    2016-03-01 5 A $15.39 $136 D/D 9 1,685 0 -
TPZ Tortoise Power & Energy Chief Executive Officer   •       –      –    2016-04-01 5 A $17.10 $125 D/D 7 1,685 0 -
  161  Records found
  1   2   3   4   5  6   7      
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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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