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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   $313,086    

Indirect Value

  $2,835      
Total Shares   64,091      
Total Value   $315,921      


Tortoise Energy Infrastructure Corp
 $89,030 CorEnergy Infrastructure Trust
 $325 Tortoise Power & Energy
 $64,286 Tortoise Midstream Energy Closed Fund
 $0 Tortoise Pipeline & Energy Fund, Inc.
 $11,701 Tortoise Energy Independence Fund, Inc.
 $60,388 Tortoise Essential Assets Income Term Fund
 $87,355 Tortoise Energy Infrastructure Corp
 $89,030 CorEnergy Infrastructure Trust
 $325 Tortoise Power & Energy
 $64,286 Tortoise Midstream Energy Closed Fund
 $0 Tortoise Pipeline & Energy Fund, Inc.
 $11,701 Tortoise Energy Independence Fund, Inc.
 $60,388 Tortoise Essential Assets Income Term Fund
 $87,355
 


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 :    232         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 10
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... Director   –       •       •   2004-02-24 3 IO $0.00 $0 D/D 0 6,282 -
TYN Tortoise North American E... Director   –       •       •   2005-10-26 3 IO $0.00 $0 D/D 0 2,100 -
CORR CorEnergy Infrastructure ... Director   –       •      –    2007-02-01 3 IO $0.00 $0 D/D 0 5,300 -
TYN Tortoise North American E... Director   –       •      –    2009-09-14 5 A $0.00 $0 D/D 1,059 5,499 0 -
TTP Tortoise Pipeline & Energ... Director   –       •      –    2011-12-20 5 GD $0.00 $0 D/D 100 4,703 0 -
TYN Tortoise North American E... Director   –       •      –    2014-06-23 4 D $0.00 $0 I/I (888) 0 0 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2014-06-23 4 A $0.00 $0 I/I 1,255 3,087 0 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2014-06-23 4 A $0.00 $0 D/D 18,857 66,208 0 -
TYN Tortoise North American E... Director   –       •      –    2014-06-23 4 D $0.00 $0 D/D (6,718) 0 0 -
NTG Tortoise Midstream Energy... Director   –       •      –    2018-07-10 4 OE $0.00 $0 D/D 1,823 7,291 0 -
NTG Tortoise Midstream Energy... Director   –       •      –    2018-07-24 4 OE $0.00 $0 D/D 6,000 13,291 0 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2018-07-24 4/A OE $0.00 $0 D/D 5,711 13,002 0 -
NTG Tortoise Midstream Energy... Director   –       •      –    2014-08-18 4 S $29.59 $25 D/D (1) 3,268 0 -
TTP Tortoise Pipeline & Energ... Director   –       •      –    2014-08-18 4 S $34.90 $30 D/D (1) 5,151 0 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2014-08-18 4 S $48.18 $35 D/D (1) 66,207 0 -
TTP Tortoise Pipeline & Energ... Director   –       •      –    2014-08-15 4 S $34.58 $41 I/I (1) 564 0 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2014-08-15 4 S $47.74 $78 I/I (2) 3,085 0 -
NTG Tortoise Midstream Energy... Director   –       •      –    2014-08-15 4 S $29.13 $129 I/I (4) 630 0 -
TYN Tortoise North American E... Director   –       •      –    2007-06-12 4 A $26.56 $232 I/I 9 652 0 -
NTG Tortoise Midstream Energy... Director   –       •      –    2014-02-28 4 A $27.46 $259 I/I 9 625 0 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2019-10-09 4 B $3.77 $377 D/D 100 7,050 2.31 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2019-08-12 4 B $4.29 $429 D/D 100 6,950 2.31 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2020-01-03 4 B $4.36 $436 D/D 100 7,150 2.31 %
NTG Tortoise Midstream Energy... Director   –       •      –    2014-02-28 4 A $27.46 $519 D/D 19 3,251 0 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2007-06-12 4 B $40.74 $736 I/I 18 1,369 2.02 -

  232  Records found
  1  2   3   4   5   6   7   8   9   10      
  Page 1 of 10  
 
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