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Insider Information:   Birzer H Kevin
Relationship:   Member of Investment C...
City:   Overland Park
State:   KS
   
Insider Summary:
  
   
Companies Owned :   8    
Direct Shares   62,584    

Indirect Shares

   1,507      
Direct Value   $312,320    

Indirect Value

   $2,833      
Total Shares   64,091      
Total Value   $315,153      


Tortoise Energy Infrastructure Corp $89,030 CorEnergy Infrastructure Trust $389 Tortoise Power & Energy $64,118 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $11,701 Tortoise Energy Independence Fund, Inc. $60,245 Tortoise Essential Assets Income Term Fund $86,837 Tortoise Energy Infrastructure Corp $89,030 CorEnergy Infrastructure Trust $389 Tortoise Power & Energy $64,118 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $11,701 Tortoise Energy Independence Fund, Inc. $60,245 Tortoise Essential Assets Income Term Fund $86,837
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    32   
    0    

     Stock price went up :
    16   
    0    
     Stock price went down :
    16   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
   0.6%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Tortoise Energy Infrastructure C... TYG Member of Investment C... 2022-02-02 18,319 2021-10-04 154    Premium*  
            Tortoise North American Energy C... TYN Director 2014-06-23 0 2014-06-23 0    Premium*  
            CorEnergy Infrastructure Trust CORR Director 2011-07-26 25,784 2011-07-26 1,200    Premium*  
            Tortoise Power & Energy TPZ Member of Investment C... 2022-02-02 4,150 2021-10-04 100    Premium*  
            Tortoise Midstream Energy Closed... NTG Member of Investment C... 2022-02-02 2,260 2021-10-04 12    Premium*  
            Tortoise Pipeline & Energy Fund,... TTP Member of Investment C... 2022-02-02 2,875 2021-10-04 29    Premium*  
            Tortoise Energy Independence Fun... NDP Member of Investment C... 2022-02-02 1,793 2021-10-04 12    Premium*  
            Tortoise Essential Assets Income... TEAF Member of Investment C... 2022-02-02 7,403 2019-03-27 0    Premium*  
* Premium Members only  

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

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  Page 1 of 1
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 Director   –       •      –    2009-07-29 4/A B $20.00 $12,000 I/I 600 600 2.1 -
TPZ Tortoise Power & Energy Director   –       •      –    2009-07-29 4 B $20.00 $12,000 I/I 600 700 2.1 -
TPZ Tortoise Power & Energy Director   –       •      –    2009-07-29 4 B $20.00 $2,000 D/D 100 100 2.31 -
TPZ Tortoise Power & Energy Director   –       •      –    2009-09-25 4 B $18.89 $3,778 D/D 200 300 2.31 -
TPZ Tortoise Power & Energy Director   –       •      –    2009-12-04 4 B $19.30 $3,860 D/D 200 500 2.31 -
TPZ Tortoise Power & Energy Director   –       •      –    2014-10-30 4 B $27.80 $2,780 D/D 100 600 2.31 -
TPZ Tortoise Power & Energy Director   –       •      –    2015-01-27 4 B $25.72 $2,572 D/D 100 700 2.31 -
TPZ Tortoise Power & Energy Director   –       •      –    2015-04-07 4 B $26.59 $2,659 D/D 100 800 2.31 -
TPZ Tortoise Power & Energy Director   –       •      –    2015-07-01 4 B $23.59 $2,359 D/D 100 900 2.31 -
TPZ Tortoise Power & Energy Director   –       •      –    2015-08-17 4 B $23.54 $20,009 D/D 850 1,750 2.39 -
TPZ Tortoise Power & Energy Director   –       •      –    2015-09-28 4 B $18.85 $1,885 D/D 100 1,850 2.31 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       •      –    2016-01-06 4 B $16.32 $1,632 D/D 100 1,950 2.31 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       •      –    2016-04-04 4 B $16.90 $1,690 D/D 100 2,050 2.31 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       •      –    2016-07-05 4 B $19.35 $1,935 D/D 100 2,150 2.31 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       •      –    2016-10-05 4 B $21.94 $2,194 D/D 100 2,250 2.31 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       •      –    2017-01-05 4 B $22.33 $2,233 D/D 100 2,350 2.31 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       •      –    2017-04-12 4 B $23.09 $2,309 D/D 100 2,450 2.31 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       •      –    2017-07-10 4 B $20.54 $2,054 D/D 100 2,550 2.31 -
TPZ Tortoise Power & Energy Director   –       •      –    2018-07-06 4 B $18.93 $1,893 D/D 100 2,650 2.31 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       •      –    2018-11-08 4 B $18.20 $1,820 D/D 100 2,750 2.31 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       •      –    2019-01-11 4 B $18.18 $1,818 D/D 100 2,850 2.31 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       •      –    2019-04-05 4 B $18.89 $1,889 D/D 100 2,950 2.31 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       •      –    2019-08-12 4 B $17.49 $1,749 D/D 100 3,050 2.31 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       •      –    2019-10-09 4 B $17.84 $1,784 D/D 100 3,150 2.31 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       •      –    2020-01-03 4 B $17.00 $1,700 D/D 100 3,250 2.31 %
  25  Records found
  1     
  Page 1 of 1  
 
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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