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Insider Information:   Schulte David J
Relationship:   Director
City:   Overland Park
State:   KS
   
Insider Summary:
  
   
Companies Owned :   10    
Direct Shares   105,877    

Indirect Shares

  669,839      
Direct Value   $1,324,723    

Indirect Value

  $5,197,027      
Total Shares   775,716      
Total Value   $6,521,751      


Tortoise Energy Infrastructure Corp
 $21,160 Crestwood Equity Partners Lp
 $56,520 CorEnergy Infrastructure Trust
 $690 First Trust/Gallatin Specialty Finance & Financial Opportunities Fund
 $26,800 Tortoise Power & Energy
 $31,040 Tortoise Midstream Energy Closed Fund
 $0 Tortoise Pipeline & Energy Fund, Inc.
 $2,849 Tortoise Energy Independence Fund, Inc.
 $33,830 Western Gas Equity Partners, Lp
 $1,151,834 Tortoise Energy Infrastructure Corp
 $21,160 Crestwood Equity Partners Lp
 $56,520 CorEnergy Infrastructure Trust
 $690 First Trust/Gallatin Specialty Finance & Financial Opportunities Fund
 $26,800 Tortoise Power & Energy
 $31,040 Tortoise Midstream Energy Closed Fund
 $0 Tortoise Pipeline & Energy Fund, Inc.
 $2,849 Tortoise Energy Independence Fund, Inc.
 $33,830 Western Gas Equity Partners, Lp
 $1,151,834
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    6   
    1    

     Stock price went up :

    2   
    0    
     Stock price went down :
    4   
    1    
   
     Gain/Loss Ratio :
   0.0   
   -1.0   
     Percentage Gain/Loss :
   -23.8%
 -49.3%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Tortoise Energy Infrastructure C... TYG Senior Vice President 2014-06-23 4,354 2014-06-23 278    Premium*  
            Crestwood Equity Partners Lp CEQP Director 2004-08-13 2,000 2004-08-13 183,636    Premium*  
            Tortoise North American Energy C... TYN Senior Vice President 2014-06-23 0 2014-06-23 0    Premium*  
            CorEnergy Infrastructure Trust CORR Chief Executive Office... 2024-02-12 54,768 2024-02-12 485,925    Premium*  
            First Trust/Gallatin Specialty F... FGB Director-Investment Su... 2011-09-01 7,025 2008-08-22 0    Premium*  
            Tortoise Power & Energy TPZ Senior Vice President 2011-12-22 2,000 2009-07-29 0    Premium*  
            Tortoise Midstream Energy Closed... NTG Senior Vice President 2011-12-22 3,000 2010-07-30 0    Premium*  
            Tortoise Pipeline & Energy Fund,... TTP Senior Vice President 2014-02-21 700 2011-10-27 0    Premium*  
            Tortoise Energy Independence Fun... NDP Senior Vice President 2012-07-31 1,000 2012-07-31 0    Premium*  
            Western Gas Equity Partners, Lp WGP Director 2024-02-27 31,030 0    Premium*  
* Premium Members only  

Records found :    119         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 5
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... President and CEOOfficer   •       –       •   2004-02-24 3 IO $0.00 $0 D/D 0 2,722 -
TYN Tortoise North American E... President and CEOOfficer   •       –      –    2005-10-26 3 IO $0.00 $0 D/D 0 1,000 -
CORR CorEnergy Infrastructure ... President and CEOOfficer   •       –      –    2007-02-01 3 IO $0.00 $0 D/D 0 4,517 -
FGB First Trust/Gallatin Spec...   –       –      –    2008-08-01 3 IO $0.00 $0 D/D 0 265 -
WGP Western Gas Equity Partne... Director   –       •      –    2020-09-11 3 IO $0.00 $0 D/D 0 4,500 %
TYG Tortoise Energy Infrastru... Senior Vice President   •       –      –    2011-12-20 5 S $39.11 $13 D/D (0) 3,336 0 -
TYG Tortoise Energy Infrastru... Senior Vice President   •       –      –    2012-03-23 5 S $41.50 $6 D/D (0) 3,336 0 -
TYG Tortoise Energy Infrastru... President & CEO   •       –      –    2006-01-05 4 S $29.03 $20 D/D (1) 4,737 -
TYN Tortoise North American E... Senior Vice President   •       –      –    2011-12-08 5 S $23.89 $15 D/D (1) 46 0 -
NTG Tortoise Midstream Energy... Senior Vice President   •       –      –    2011-12-20 5 S $25.61 $15 D/D (1) 3,000 0 -
TYG Tortoise Energy Infrastru... President & CEO   •       –      –    2007-06-12 5 A $40.74 $65 D/D 2 3,758 0 -
TYN Tortoise North American E... Senior Vice President   •       –      –    2014-06-23 4 D $0.00 $0 D/D (50) 0 0 -
CORR CorEnergy Infrastructure ... President & CEO & Chairman   •       •      –    2019-01-04 4 B $34.25 $1,713 D/D 50 23,809 0.01 -
TYG Tortoise Energy Infrastru... President and CEO   •       –      –    2004-02-25 4 B $24.98 $2,498 D/D 100 3,123 2.66 -
FGB First Trust/Gallatin Spec... Director-Investment Subadviser   –       –      –    2011-03-01 5 A $8.04 $1,023 D/D 127 7,025 0 -
FGB First Trust/Gallatin Spec... Director-Investment Subadviser   –       –      –    2010-06-01 5 A $7.22 $929 D/D 129 6,466 0 -
FGB First Trust/Gallatin Spec... Director-Investment Subadviser   –       –      –    2010-12-02 5 A $7.65 $1,003 D/D 131 7,025 0 -
FGB First Trust/Gallatin Spec... Director-Investment Subadviser   –       –      –    2011-06-01 5 A $7.67 $1,042 D/D 136 7,025 0 -
FGB First Trust/Gallatin Spec... Director-Investment Subadviser   –       –      –    2010-03-01 5 A $6.11 $877 D/D 144 6,466 0 -
FGB First Trust/Gallatin Spec... Director-Investment Subadviser   –       –      –    2010-09-01 5 A $6.73 $980 D/D 146 6,466 0 -
FGB First Trust/Gallatin Spec... Director-Investment Subadviser   –       –      –    2009-12-02 5 A $5.58 $825 D/D 148 6,466 0 -
TYG Tortoise Energy Infrastru... President and CEO   •       –      –    2005-10-06 4 B $29.57 $4,436 D/D 150 4,636 2.66 -
FGB First Trust/Gallatin Spec... Director-Investment Subadviser   –       –      –    2009-09-01 5 A $5.00 $804 D/D 161 5,900 0 -
FGB First Trust/Gallatin Spec... Director-Investment Subadviser   –       –      –    2008-12-02 5 A $3.06 $500 D/D 163 5,900 0 -
FGB First Trust/Gallatin Spec... Director-Investment Subadviser   –       –      –    2011-09-01 5 A $6.63 $1,097 D/D 165 7,025 0 -

  119  Records found
  1  2   3   4   5      
  Page 1 of 5  
 
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