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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   $313,551    

Indirect Value

   $2,840      
Total Shares   64,091      
Total Value   $316,391      


Tortoise Energy Infrastructure Corp $89,030 CorEnergy Infrastructure Trust $325 Tortoise Power & Energy $64,408 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $11,701 Tortoise Energy Independence Fund, Inc. $60,657 Tortoise Essential Assets Income Term Fund $87,429 Tortoise Energy Infrastructure Corp $89,030 CorEnergy Infrastructure Trust $325 Tortoise Power & Energy $64,408 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $11,701 Tortoise Energy Independence Fund, Inc. $60,657 Tortoise Essential Assets Income Term Fund $87,429
 


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
CORR CorEnergy Infrastructure ... Director   –       •      –    2007-02-01 3 IO $0.00 $0 D/D 0 5,300 -
CORR CorEnergy Infrastructure ... Director   –       •      –    2007-02-02 4 B $15.00 $18,000 I/I 1,200 1,200 2.1 -
CORR CorEnergy Infrastructure ... Director   –       •      –    2007-02-02 4 B $15.00 $247,500 D/D 16,500 21,800 2.39 -
CORR CorEnergy Infrastructure ... Director   –       •      –    2007-08-20 4 B $14.01 $14,022 D/D 1,000 22,832 2.39 -
CORR CorEnergy Infrastructure ... Director   –       •      –    2007-11-21 4 B $11.99 $6,006 D/D 500 23,376 2.39 -
CORR CorEnergy Infrastructure ... Director   –       •      –    2011-07-26 4 B $8.59 $8,590 D/D 1,000 25,784 2.39 -
NDP Tortoise Energy Independe... Director   –       •      –    2012-07-31 4 B $25.00 $12,500 I/I 500 500 2.1 -
NDP Tortoise Energy Independe... Director   –       •      –    2012-07-31 4 B $25.00 $100,000 D/D 4,000 4,000 2.39 -
NDP Tortoise Energy Independe... Director   –       •      –    2014-10-30 4 B $23.15 $2,315 D/D 100 4,100 2.31 -
NDP Tortoise Energy Independe... Director   –       •      –    2015-01-27 4 B $19.95 $1,995 D/D 100 4,200 2.31 -
NDP Tortoise Energy Independe... Director   –       •      –    2015-04-07 4 B $20.86 $2,086 D/D 100 4,300 2.31 -
NDP Tortoise Energy Independe... Director   –       •      –    2015-07-01 4 B $17.97 $1,797 D/D 100 4,400 2.31 -
NDP Tortoise Energy Independe... Director   –       •      –    2015-08-17 4 B $15.84 $19,800 D/D 1,250 5,650 2.39 -
NDP Tortoise Energy Independe... Director   –       •      –    2015-09-28 4 B $12.55 $1,255 D/D 100 5,750 2.31 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2016-01-06 4 B $10.71 $1,071 D/D 100 5,850 2.31 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2016-04-04 4 B $10.96 $1,096 D/D 100 5,950 2.31 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2016-07-05 4 B $14.75 $1,475 D/D 100 6,050 2.31 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2016-10-05 4 B $15.96 $1,596 D/D 100 6,150 2.31 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2017-01-05 4 B $16.68 $1,668 D/D 100 6,250 2.31 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2017-04-12 4 B $16.64 $1,664 D/D 100 6,350 2.31 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2017-07-10 4 B $13.25 $1,325 D/D 100 6,450 2.31 -
NDP Tortoise Energy Independe... Director   –       •      –    2018-07-06 4 B $12.64 $1,264 D/D 100 6,550 2.31 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2018-11-08 4 B $10.65 $1,065 D/D 100 6,650 2.31 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2019-01-11 4 B $8.52 $852 D/D 100 6,750 2.31 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2019-04-05 4 B $8.50 $850 D/D 100 6,850 2.31 -
  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
 
 
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