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Insider Information:   Berney Rand C
Relationship:   Director
City:   Houston
State:   TX
   
Insider Summary:
  
   
Companies Owned :   8    
Direct Shares   56,197    

Indirect Shares

   2,152      
Direct Value   $6,413,140    

Indirect Value

   $278,426      
Total Shares   58,349      
Total Value   $6,691,566      


ConocoPhillips $6,315,426 Tortoise Midstream Energy Closed Fund $0 Tortoise Energy Infrastructure Corp $5,813 Tortoise Energy Independence Fund, Inc. $43,721 Tortoise Pipeline & Energy Fund, Inc. $3,899 Tortoise Power & Energy $31,610 Tortoise Essential Assets Income Term Fund $12,671 ConocoPhillips $6,315,426 Tortoise Midstream Energy Closed Fund $0 Tortoise Energy Infrastructure Corp $5,813 Tortoise Energy Independence Fund, Inc. $43,721 Tortoise Pipeline & Energy Fund, Inc. $3,899 Tortoise Power & Energy $31,610 Tortoise Essential Assets Income Term Fund $12,671
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    5   
    0    

     Stock price went up :
    3   
    0    
     Stock price went down :
    2   
    0    
   
     Gain/Loss Ratio :
   1.5   
   0.0   
     Percentage Gain/Loss :
   16.6%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            ConocoPhillips COP Vice President and Con... 2008-05-15 48,813 2008-05-15 2,152    Premium*  
            Tortoise Midstream Energy Closed... NTG Director 2022-01-21 735 2014-02-14 0    Premium*  
            Tortoise Energy Infrastructure C... TYG Director 2022-01-21 1,196 2014-02-14 0    Premium*  
            Tortoise Energy Independence Fun... NDP Director 2022-01-21 1,292 2014-02-14 0    Premium*  
            Tortoise North American Energy C... TYN Director 2014-06-23 0 2014-02-14 0    Premium*  
            Tortoise Pipeline & Energy Fund,... TTP Director 2022-01-21 958 2014-02-14 0    Premium*  
            Tortoise Power & Energy TPZ Director 2022-01-21 2,092 2014-02-14 0    Premium*  
            Tortoise Essential Assets Income... TEAF Director 2022-01-21 1,111 2020-07-17 0    Premium*  
* Premium Members only  

Records found :    38         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 2
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
COP ConocoPhillips VP and Controller   •       –      –    2003-11-20 4 D $57.15 $51,549 D/D (902) 4,504 -
COP ConocoPhillips VP and Controller   •       –      –    2003-11-20 4 OE $30.32 $51,595 D/D 1,638 5,406 -
COP ConocoPhillips VP and Controller   •       –      –    2004-02-08 4 A $0.00 $0 D/D 1,314 5,818 -
COP ConocoPhillips VP and Controller   •       –      –    2004-08-09 4 OE $31.44 $93,000 D/D 2,958 8,776 -
COP ConocoPhillips VP and Controller   •       –      –    2004-11-24 4 D $89.55 $342,350 D/D (3,823) 12,581 -
COP ConocoPhillips VP and Controller   •       –      –    2004-11-24 4 OE $34.75 $342,676 D/D 7,628 16,404 -
COP ConocoPhillips VP and Controller   •       –      –    2005-08-15 4 OE $17.38 $253,654 D/D 12,724 37,886 -
COP ConocoPhillips VP and Controller   •       –      –    2005-08-15 4 D $65.74 $1,500,108 I/I (22,769) 978 -
COP ConocoPhillips VP and Controller   •       –      –    2005-08-15 4 D $66.08 $253,549 D/D (3,837) 34,049 -
COP ConocoPhillips VP and Controller   •       –      –    2007-05-11 4 S $70.37 $1,615,325 D/D (22,954) 39,549 0 -
COP ConocoPhillips VP and Controller   •       –      –    2007-05-11 4 D $69.98 $175,230 D/D (2,504) 62,413 0 -
COP ConocoPhillips VP and Controller   •       –      –    2007-05-11 4 OE $21.68 $711,660 D/D 30,868 64,917 0 -
COP ConocoPhillips Vice President and Controller   •       –      –    2008-05-15 4 S $88.85 $307,713 D/D (3,462) 48,813 0 -
COP ConocoPhillips Vice President and Controller   •       –      –    2008-05-15 4 S $88.90 $4,957,010 D/D (55,600) 52,275 0 -
COP ConocoPhillips Vice President and Controller   •       –      –    2008-05-15 4 D $88.65 $299,992 D/D (3,384) 107,875 0 -
COP ConocoPhillips Vice President and Controller   •       –      –    2008-05-15 4 OE $23.55 $1,921,244 D/D 71,800 111,259 0 -
NDP Tortoise Energy Independe... Director   –       •      –    2014-02-14 4 B $24.73 $20,015 D/D 808 808 2.39 -
NDP Tortoise Energy Independe... Director   –       •      –    2015-12-10 4 B $11.29 $9,811 D/D 869 1,677 2.39 -
NDP Tortoise Energy Independe... Director   –       •      –    2019-09-04 4 B $4.03 $19,949 D/D 4,950 6,627 2.39 -
NDP Tortoise Energy Independe... Director   –       •      –    2022-01-21 4 B $25.40 $2,540 D/D 100 1,292 2.31 %
NTG Tortoise Midstream Energy... Director   –       •      –    2014-02-14 4 B $27.48 $19,978 D/D 727 727 2.39 -
NTG Tortoise Midstream Energy... Director   –       •      –    2015-12-10 4 B $14.98 $5,018 D/D 335 1,062 2.39 -
NTG Tortoise Midstream Energy... Director   –       •      –    2022-01-21 4 B $32.77 $3,277 D/D 100 735 2.31 -
TEAF Tortoise Essential Assets... Director   –       •      –    2020-07-17 4 B $11.11 $11,110 D/D 1,000 1,000 2.39 %
TEAF Tortoise Essential Assets... Director   –       •      –    2022-01-21 4 B $15.08 $1,508 D/D 100 1,111 2.31 %
  38  Records found
  1  2      
  Page 1 of 2  
 
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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