Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TORTOISE ENERGY INDEPENDENCE FUND, INC.NDP · Entity 84717 | Director | January 21, 2022 | January 24, 2022 |
| TORTOISE ENERGY INFRASTRUCTURE CORPTYG · Entity 8897 | Director | January 21, 2022 | January 24, 2022 |
| TORTOISE PIPELINE & ENERGY FUND, INC.TTP · Entity 95263 | Director | January 21, 2022 | January 24, 2022 |
| TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INCTPZ · Entity 73118 | Director | January 21, 2022 | January 24, 2022 |
| TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUNDTEAF · Entity 73494 | Director | January 21, 2022 | January 24, 2022 |
| Tortoise Midstream Energy Fund, Inc.NTG · Entity 84716 | Director | January 21, 2022 | January 24, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
TORTOISE ENERGY INDEPENDENCE FUND, INC.
Report date January 21, 2022 · Filed January 24, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 225 |
Reported balance
After 2022-01-21 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-01-21 · Purchase · Acquired 100 · Balance 225 F1: On May 1, 2020, the common shares reverse split 1-for-8, resulting in the reporting person's ownership of 875 less shares. |
Filing footnotes · ownership attribution and instrument terms
F1: On May 1, 2020, the common shares reverse split 1-for-8, resulting in the reporting person's ownership of 875 less shares.
TORTOISE ENERGY INFRASTRUCTURE CORP
Report date January 21, 2022 · Filed January 24, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 225 |
Reported balance
After 2022-01-21 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-01-21 · Purchase · Acquired 100 · Balance 225 F1: On May 1, 2020, the common shares reverse split 1-for-4, resulting in the reporting person's ownership of 375 less shares. |
Filing footnotes · ownership attribution and instrument terms
F1: On May 1, 2020, the common shares reverse split 1-for-4, resulting in the reporting person's ownership of 375 less shares.
TORTOISE PIPELINE & ENERGY FUND, INC.
Report date January 21, 2022 · Filed January 24, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 250 |
Reported balance
After 2022-01-21 transaction · row 1
1 source rowRow 1 · 2022-01-21 · Purchase · Acquired 100 · Balance 250 |
TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC
Report date January 21, 2022 · Filed January 24, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 450 |
Reported balance
After 2022-01-21 transaction · row 1
1 source rowRow 1 · 2022-01-21 · Purchase · Acquired 200 · Balance 450 |
TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND
Report date January 21, 2022 · Filed January 24, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 250 |
Reported balance
After 2022-01-21 transaction · row 1
1 source rowRow 1 · 2022-01-21 · Purchase · Acquired 100 · Balance 250 |
Tortoise Midstream Energy Fund, Inc.
Report date January 21, 2022 · Filed January 24, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 250 |
Reported balance
After 2022-01-21 transaction · row 1
1 source rowRow 1 · 2022-01-21 · Purchase · Acquired 100 · Balance 250 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 21, 2022 Filed Jan 24, 2022 14:33 UTC | TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND TEAF · Entity 73494 | PurchaseCommon Shares | 100 | $15.21 | $1,521.00 |
DisclosureSEC source: 0001567619-22-001508 · doc1.xml · nonDerivative · entry 1 HERGER ALEXANDRA · CIK 0001630060 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250 Read SEC document |
| January 21, 2022 Filed Jan 24, 2022 14:30 UTC | TORTOISE ENERGY INDEPENDENCE FUND, INC. NDP · Entity 84717 | PurchaseCommon Shares | 100 | $25.63 | $2,563.00 |
DisclosureSEC source: 0001567619-22-001506 · doc1.xml · nonDerivative · entry 1 HERGER ALEXANDRA · CIK 0001630060 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225 F1 · balance_after: On May 1, 2020, the common shares reverse split 1-for-8, resulting in the reporting person's ownership of 875 less shares. Read SEC document |
| January 21, 2022 Filed Jan 24, 2022 14:27 UTC | TORTOISE PIPELINE & ENERGY FUND, INC. TTP · Entity 95263 | PurchaseCommon Shares | 100 | $25.63 | $2,563.00 |
DisclosureSEC source: 0001567619-22-001503 · doc1.xml · nonDerivative · entry 1 HERGER ALEXANDRA · CIK 0001630060 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250 Read SEC document |
| January 21, 2022 Filed Jan 24, 2022 14:22 UTC | TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC TPZ · Entity 73118 | PurchaseCommon Shares | 200 | $14.16 | $2,832.00 |
DisclosureSEC source: 0001567619-22-001501 · doc1.xml · nonDerivative · entry 1 HERGER ALEXANDRA · CIK 0001630060 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450 Read SEC document |
| January 21, 2022 Filed Jan 24, 2022 14:18 UTC | Tortoise Midstream Energy Fund, Inc. NTG · Entity 84716 | PurchaseCommon Shares | 100 | $32.51 | $3,251.00 |
DisclosureSEC source: 0001567619-22-001498 · doc1.xml · nonDerivative · entry 1 HERGER ALEXANDRA · CIK 0001630060 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250 Read SEC document |
| January 21, 2022 Filed Jan 24, 2022 14:13 UTC | TORTOISE ENERGY INFRASTRUCTURE CORP TYG · Entity 8897 | PurchaseCommon Shares | 100 | $29.23 | $2,923.00 |
DisclosureSEC source: 0001567619-22-001496 · doc1.xml · nonDerivative · entry 1 HERGER ALEXANDRA · CIK 0001630060 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225 F1 · balance_after: On May 1, 2020, the common shares reverse split 1-for-4, resulting in the reporting person's ownership of 375 less shares. Read SEC document |
| July 21, 2021 Filed Jul 22, 2021 15:40 UTC | TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND TEAF · Entity 73494 | PurchaseCommon Shares | 150 | $14.50 | $2,175.00 |
DisclosureSEC source: 0001567619-21-013832 · doc1.xml · nonDerivative · entry 1 HERGER ALEXANDRA · CIK 0001630060 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150 Read SEC document |
| July 21, 2021 Filed Jul 22, 2021 15:36 UTC | TORTOISE PIPELINE & ENERGY FUND, INC. TTP · Entity 95263 | PurchaseCommon Shares | 150 | $22.11 | $3,316.50 |
DisclosureSEC source: 0001567619-21-013830 · doc1.xml · nonDerivative · entry 1 HERGER ALEXANDRA · CIK 0001630060 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150 Read SEC document |
| July 21, 2021 Filed Jul 22, 2021 15:22 UTC | Tortoise Midstream Energy Fund, Inc. NTG · Entity 84716 | PurchaseCommon Shares | 150 | $27.74 | $4,161.00 |
DisclosureSEC source: 0001567619-21-013825 · doc1.xml · nonDerivative · entry 1 HERGER ALEXANDRA · CIK 0001630060 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150 Read SEC document |
| November 09, 2017 Filed Nov 13, 2017 11:38 UTC | TORTOISE ENERGY INFRASTRUCTURE CORP TYG · Entity 8897 | PurchaseCommon Shares | 500 | $26.59 | $13,295.00 |
DisclosureSEC source: 0001140361-17-042009 · doc1.xml · nonDerivative · entry 1 HERGER ALEXANDRA · CIK 0001630060 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.