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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
TYG Tortoise Energy Infrastru... Director   –       •       •   2004-02-24 3 IO $0.00 $0 D/D 0 6,282 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2004-02-24 4 B $25.00 $15,000 I/I 600 6,883 2.1 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2004-02-24 4 B $25.00 $100,000 D/D 4,000 10,883 2.39 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2004-08-16 4 B $24.77 $90,400 D/D 3,650 13,933 2.39 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2004-12-02 4 B $27.30 $1,570 D/D 57 14,330 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2004-12-22 4 B $27.35 $249,569 D/D 9,125 23,058 2.39 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2005-03-02 4 B $29.76 $1,631 D/D 55 23,677 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2005-06-02 4 B $28.45 $1,674 D/D 59 24,048 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2005-09-02 4 B $31.80 $1,720 D/D 54 24,423 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2005-10-20 4/A B $28.20 $28,200 D/D 1,000 25,634 2.39 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2005-10-20 4 B $28.20 $28,200,000 D/D 1,000,000 25,634 2.39 -
TYN Tortoise North American E... Director   –       •      –    2005-10-26 4 B $25.00 $15,000 I/I 600 600 2.1 -
TYN Tortoise North American E... Director   –       •       •   2005-10-26 3 IO $0.00 $0 D/D 0 2,100 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2005-12-01 4 B $28.76 $1,763 D/D 61 25,810 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2006-03-02 4 B $29.50 $1,890 D/D 64 27,046 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2006-03-08 4 B $28.24 $22,592 D/D 800 26,982 2.39 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2006-06-02 4 B $28.98 $2,400 D/D 83 27,515 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2006-08-11 4 B $29.69 $59,380 D/D 2,000 29,782 2.39 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2006-08-11 4 B $29.69 $17,814 I/I 600 1,288 2.1 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2006-09-05 5 B $31.12 $3,510 D/D 113 30,403 0 -
TYN Tortoise North American E... Director   –       •      –    2006-11-22 4 B $20.92 $20,930 D/D 1,000 3,186 2.39 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2006-12-01 4 A $36.02 $3,708 D/D 103 30,752 0 -
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 -
  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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