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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   $311,060    

Indirect Value

  $2,823      
Total Shares   64,091      
Total Value   $313,883      


Tortoise Energy Infrastructure Corp
 $89,030 CorEnergy Infrastructure Trust
 $449 Tortoise Power & Energy
 $63,661 Tortoise Midstream Energy Closed Fund
 $0 Tortoise Pipeline & Energy Fund, Inc.
 $11,701 Tortoise Energy Independence Fund, Inc.
 $60,048 Tortoise Essential Assets Income Term Fund
 $86,171 Tortoise Energy Infrastructure Corp
 $89,030 CorEnergy Infrastructure Trust
 $449 Tortoise Power & Energy
 $63,661 Tortoise Midstream Energy Closed Fund
 $0 Tortoise Pipeline & Energy Fund, Inc.
 $11,701 Tortoise Energy Independence Fund, Inc.
 $60,048 Tortoise Essential Assets Income Term Fund
 $86,171
 


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
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2017-04-12 4 B $35.06 $3,506 D/D 100 70,108 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2020-01-03 4 B $18.30 $1,830 D/D 100 69,676 2.31 %
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2019-10-09 4 B $19.18 $1,918 D/D 100 69,576 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2019-08-12 4 B $21.12 $2,112 D/D 100 69,475 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2019-04-05 4 B $23.79 $2,379 D/D 100 69,375 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2019-01-11 4 B $23.21 $2,321 D/D 100 69,275 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2018-11-08 4 B $25.11 $2,511 D/D 100 69,175 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2018-07-06 4 B $26.51 $2,651 D/D 100 69,075 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2017-07-10 4 B $29.73 $2,973 D/D 100 68,974 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2017-04-12 4/A B $35.06 $3,506 D/D 100 68,874 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2017-01-05 4 B $31.57 $3,157 D/D 100 68,774 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2016-10-05 4 B $29.96 $2,996 D/D 100 68,674 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2016-07-05 4 B $30.01 $3,001 D/D 100 68,574 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2016-04-04 4 B $23.75 $2,375 D/D 100 68,474 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2016-01-06 4 B $26.76 $2,676 D/D 100 68,373 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2015-09-28 4 B $29.51 $2,951 D/D 100 68,273 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2015-08-17 4 B $35.35 $21,210 D/D 600 68,173 2.39 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2015-07-01 4 B $36.51 $3,651 D/D 100 67,573 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2015-04-07 4 B $42.72 $4,272 D/D 100 67,197 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2015-01-27 4 B $43.49 $4,349 D/D 100 66,850 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2014-10-30 4 B $46.29 $4,629 D/D 100 66,518 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2014-06-23 4 A $0.00 $0 D/D 18,857 66,208 0 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2014-08-18 4 S $48.18 $35 D/D (1) 66,207 0 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2008-08-14 4 B $29.27 $14,646 D/D 500 34,284 2.39 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2008-03-04 4 A $31.73 $4,232 D/D 133 33,016 0 -

  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