Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TORTOISE ENERGY INDEPENDENCE FUND, INC.NDP · Entity 84717 | Director · Member of Investment Committee | February 02, 2022 | February 02, 2022 |
| TORTOISE ENERGY INFRASTRUCTURE CORPTYG · Entity 8897 | Director · Member of investment committee | November 30, 2023 | February 09, 2024 |
| TORTOISE PIPELINE & ENERGY FUND, INC.TTP · Entity 95263 | Director · Member of Investment Committee | February 02, 2022 | February 02, 2022 |
| TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INCTPZ · Entity 73118 | Director · Member of Investment Committee | February 02, 2022 | February 02, 2022 |
| TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUNDTEAF · Entity 73494 | Director · Member of Investment Committee | February 02, 2022 | February 02, 2022 |
| Tax-Exempt Private Credit Fund, Inc.TSIFX · Entity 76830 | Member, Investment Committee | January 28, 2019 | January 31, 2019 |
| Tortoise Midstream Energy Fund, Inc.NTG · Entity 84716 | Director · Member of Investment Committee | February 02, 2022 | February 02, 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 February 02, 2022 · Filed February 02, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 1,793 |
Reported balance
After 2022-02-02 transaction · row 1
1 source rowRow 1 · 2022-02-02 · Purchase · Acquired 100 · Balance 1,793 |
TORTOISE ENERGY INFRASTRUCTURE CORP
Report date November 30, 2023 · Filed February 09, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 18,319.52 |
Reported balance
After 2023-06-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-06-07 · Sale · Disposed 24 · Balance 18,319.52 F1: This transaction involved inherited shares of the Reporting Person's spouse and was executed by a third party investment adviser in a managed account of the Reporting Person's spouse over which neither the Reporting Person nor his spouse had investment discretion. F2: Includes 0.42 shares acquired under the TYG dividend reinvestment plan. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction involved inherited shares of the Reporting Person's spouse and was executed by a third party investment adviser in a managed account of the Reporting Person's spouse over which neither the Reporting Person nor his spouse had investment discretion.
F2: Includes 0.42 shares acquired under the TYG dividend reinvestment plan.
TORTOISE PIPELINE & ENERGY FUND, INC.
Report date February 02, 2022 · Filed February 02, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 2,875 |
Reported balance
After 2022-02-02 transaction · row 1
1 source rowRow 1 · 2022-02-02 · Purchase · Acquired 100 · Balance 2,875 |
TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC
Report date February 02, 2022 · Filed February 02, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 4,150 |
Reported balance
After 2022-02-02 transaction · row 1
1 source rowRow 1 · 2022-02-02 · Purchase · Acquired 100 · Balance 4,150 |
TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND
Report date February 02, 2022 · Filed February 02, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 7,403 |
Reported balance
After 2022-02-02 transaction · row 1
1 source rowRow 1 · 2022-02-02 · Purchase · Acquired 100 · Balance 7,403 |
Tax-Exempt Private Credit Fund, Inc.
Report date January 28, 2019 · Filed January 31, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Institutional Class I Common StockSEC Table I · non-derivative | Direct | 10,120.58 |
Reported balance
Holding disclosure · report date 2019-01-28 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 10,120.58 |
Tortoise Midstream Energy Fund, Inc.
Report date February 02, 2022 · Filed February 02, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 2,260 |
Reported balance
After 2022-02-02 transaction · row 1
1 source rowRow 1 · 2022-02-02 · Purchase · Acquired 100 · Balance 2,260 |
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 |
|---|---|---|---|---|---|---|
| June 07, 2023 Filed Feb 9, 2024 14:32 UTC | TORTOISE ENERGY INFRASTRUCTURE CORP TYG · Entity 8897 | SaleCommon Shares | 24 | $28.83 | $691.92 |
DisclosureSEC source: 0001280965-24-000005 · primary_doc.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director · Member of investment committee 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,319.52 F1 · kind: This transaction involved inherited shares of the Reporting Person's spouse and was executed by a third party investment adviser in a managed account of the Reporting Person's spouse over which neither the Reporting Person nor his spouse had investment discretion. F2 · balance_after: Includes 0.42 shares acquired under the TYG dividend reinvestment plan. Read SEC document |
| February 02, 2022 Filed Feb 2, 2022 18:17 UTC | Tortoise Midstream Energy Fund, Inc. NTG · Entity 84716 | PurchaseCommon Shares | 100 | $34.82 | $3,482.00 |
DisclosureSEC source: 0001567619-22-002378 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director · Member of Investment Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,260 Read SEC document |
| February 02, 2022 Filed Feb 2, 2022 18:19 UTC | TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC TPZ · Entity 73118 | PurchaseCommon Shares | 100 | $14.57 | $1,457.00 |
DisclosureSEC source: 0001567619-22-002381 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director · Member of Investment Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,150 Read SEC document |
| February 02, 2022 Filed Feb 2, 2022 18:29 UTC | TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND TEAF · Entity 73494 | PurchaseCommon Shares | 100 | $15.18 | $1,518.00 |
DisclosureSEC source: 0001567619-22-002387 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director · Member of Investment Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,403 Read SEC document |
| February 02, 2022 Filed Feb 2, 2022 18:27 UTC | TORTOISE ENERGY INDEPENDENCE FUND, INC. NDP · Entity 84717 | PurchaseCommon Shares | 100 | $27.84 | $2,784.00 |
DisclosureSEC source: 0001567619-22-002385 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director · Member of Investment Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,793 Read SEC document |
| February 02, 2022 Filed Feb 2, 2022 18:22 UTC | TORTOISE PIPELINE & ENERGY FUND, INC. TTP · Entity 95263 | PurchaseCommon Shares | 100 | $26.43 | $2,643.00 |
DisclosureSEC source: 0001567619-22-002383 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director · Member of Investment Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,875 Read SEC document |
| February 02, 2022 Filed Feb 2, 2022 18:13 UTC | TORTOISE ENERGY INFRASTRUCTURE CORP TYG · Entity 8897 | PurchaseCommon Shares | 100 | $31.05 | $3,105.00 |
DisclosureSEC source: 0001567619-22-002375 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director · Member of Investment Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,319.1 Read SEC document |
| January 26, 2022 Filed Jan 26, 2022 17:21 UTC | Tortoise Midstream Energy Fund, Inc. NTG · Entity 84716 | PurchaseCommon Shares | 100 | $33.61 | $3,361.00 |
DisclosureSEC source: 0001567619-22-001764 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director · Member of Investment Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,160 Read SEC document |
| January 26, 2022 Filed Jan 26, 2022 17:24 UTC | TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC TPZ · Entity 73118 | PurchaseCommon Shares | 100 | $14.16 | $1,416.00 |
DisclosureSEC source: 0001567619-22-001766 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director · Member of Investment Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,050 Read SEC document |
| January 26, 2022 Filed Jan 26, 2022 17:30 UTC | TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND TEAF · Entity 73494 | PurchaseCommon Shares | 100 | $14.81 | $1,481.00 |
DisclosureSEC source: 0001567619-22-001772 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director · Member of Investment Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,303 Read SEC document |
| January 26, 2022 Filed Jan 26, 2022 17:28 UTC | TORTOISE ENERGY INDEPENDENCE FUND, INC. NDP · Entity 84717 | PurchaseCommon Shares | 100 | $26.07 | $2,607.00 |
DisclosureSEC source: 0001567619-22-001770 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director · Member of Investment Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,693 Read SEC document |
| January 26, 2022 Filed Jan 26, 2022 17:19 UTC | TORTOISE ENERGY INFRASTRUCTURE CORP TYG · Entity 8897 | PurchaseCommon Shares | 100 | $29.96 | $2,996.00 |
DisclosureSEC source: 0001567619-22-001762 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director · Member of Investment Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,219.1 Read SEC document |
| January 26, 2022 Filed Jan 26, 2022 17:26 UTC | TORTOISE PIPELINE & ENERGY FUND, INC. TTP · Entity 95263 | PurchaseCommon Shares | 100 | $26.16 | $2,616.00 |
DisclosureSEC source: 0001567619-22-001768 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director · Member of Investment Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,775 Read SEC document |
| January 25, 2022 Filed Jan 25, 2022 16:30 UTC | Tortoise Midstream Energy Fund, Inc. NTG · Entity 84716 | PurchaseCommon Shares | 100 | $31.99 | $3,199.00 |
DisclosureSEC source: 0001567619-22-001699 · doc1.xml · nonDerivative · entry 2 BIRZER H KEVIN · CIK 0001280969 · Director · Member of Investment Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,060 Read SEC document |
| January 25, 2022 Filed Jan 25, 2022 16:32 UTC | TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC TPZ · Entity 73118 | PurchaseCommon Shares | 100 | $13.77 | $1,377.00 |
DisclosureSEC source: 0001567619-22-001701 · doc1.xml · nonDerivative · entry 2 BIRZER H KEVIN · CIK 0001280969 · Director · Member of Investment Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,950 Read SEC document |
| January 25, 2022 Filed Jan 25, 2022 16:40 UTC | TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND TEAF · Entity 73494 | PurchaseCommon Shares | 100 | $14.56 | $1,456.00 |
DisclosureSEC source: 0001567619-22-001707 · doc1.xml · nonDerivative · entry 2 BIRZER H KEVIN · CIK 0001280969 · Director · Member of Investment Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,203 Read SEC document |
| January 25, 2022 Filed Jan 25, 2022 16:38 UTC | TORTOISE ENERGY INDEPENDENCE FUND, INC. NDP · Entity 84717 | PurchaseCommon Shares | 100 | $24.99 | $2,499.00 |
DisclosureSEC source: 0001567619-22-001705 · doc1.xml · nonDerivative · entry 2 BIRZER H KEVIN · CIK 0001280969 · Director · Member of Investment Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,593 Read SEC document |
| January 25, 2022 Filed Jan 25, 2022 16:35 UTC | TORTOISE PIPELINE & ENERGY FUND, INC. TTP · Entity 95263 | PurchaseCommon Shares | 100 | $25.14 | $2,514.00 |
DisclosureSEC source: 0001567619-22-001703 · doc1.xml · nonDerivative · entry 2 BIRZER H KEVIN · CIK 0001280969 · Director · Member of Investment Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,675 Read SEC document |
| January 25, 2022 Filed Jan 25, 2022 16:28 UTC | TORTOISE ENERGY INFRASTRUCTURE CORP TYG · Entity 8897 | PurchaseCommon Shares | 100 | $28.75 | $2,875.00 |
DisclosureSEC source: 0001567619-22-001695 · doc1.xml · nonDerivative · entry 2 BIRZER H KEVIN · CIK 0001280969 · Director · Member of Investment Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,119.1 Read SEC document |
| January 24, 2022 Filed Jan 25, 2022 16:30 UTC | Tortoise Midstream Energy Fund, Inc. NTG · Entity 84716 | PurchaseCommon Shares | 100 | $30.51 | $3,051.00 |
DisclosureSEC source: 0001567619-22-001699 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director · Member of Investment Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,960 Read SEC document |
| January 24, 2022 Filed Jan 25, 2022 16:32 UTC | TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC TPZ · Entity 73118 | PurchaseCommon Shares | 100 | $13.51 | $1,351.00 |
DisclosureSEC source: 0001567619-22-001701 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director · Member of Investment Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,850 Read SEC document |
| January 24, 2022 Filed Jan 25, 2022 16:40 UTC | TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND TEAF · Entity 73494 | PurchaseCommon Shares | 100 | $14.57 | $1,457.00 |
DisclosureSEC source: 0001567619-22-001707 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director · Member of Investment Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,103 Read SEC document |
| January 24, 2022 Filed Jan 25, 2022 16:38 UTC | TORTOISE ENERGY INDEPENDENCE FUND, INC. NDP · Entity 84717 | PurchaseCommon Shares | 100 | $24.49 | $2,449.00 |
DisclosureSEC source: 0001567619-22-001705 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director · Member of Investment Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,493 Read SEC document |
| January 24, 2022 Filed Jan 25, 2022 16:35 UTC | TORTOISE PIPELINE & ENERGY FUND, INC. TTP · Entity 95263 | PurchaseCommon Shares | 100 | $24.45 | $2,445.00 |
DisclosureSEC source: 0001567619-22-001703 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director · Member of Investment Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,575 Read SEC document |
| January 24, 2022 Filed Jan 25, 2022 16:28 UTC | TORTOISE ENERGY INFRASTRUCTURE CORP TYG · Entity 8897 | PurchaseCommon Shares | 100 | $27.70 | $2,770.00 |
DisclosureSEC source: 0001567619-22-001695 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director · Member of Investment Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,019.1 Read SEC document |
| January 21, 2022 Filed Jan 24, 2022 15:03 UTC | Tortoise Midstream Energy Fund, Inc. NTG · Entity 84716 | PurchaseCommon Shares | 100 | $32.34 | $3,234.00 |
DisclosureSEC source: 0001567619-22-001531 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director · Member of Investment Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,860 F1 · balance_after: Excludes 12 shares held by adult child no longer living at home and in which the reporting person no longer has a reportable beneficial interest but which have been included in the reporting person's prior ownership information. Read SEC document |
| January 21, 2022 Filed Jan 24, 2022 15:07 UTC | TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC TPZ · Entity 73118 | PurchaseCommon Shares | 100 | $14.09 | $1,409.00 |
DisclosureSEC source: 0001567619-22-001533 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director · Member of Investment Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,750 F1 · balance_after: Excludes 100 shares held by adult child no longer living at home and in which the reporting person no longer has a reportable beneficial interest but which have been included in the reporting person's prior ownership information. Read SEC document |
| January 21, 2022 Filed Jan 24, 2022 15:12 UTC | TORTOISE ENERGY INDEPENDENCE FUND, INC. NDP · Entity 84717 | PurchaseCommon Shares | 100 | $25.39 | $2,539.00 |
DisclosureSEC source: 0001567619-22-001539 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director · Member of Investment Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,393 F1 · balance_after: Excludes 12 shares held by adult child no longer living at home and in which the reporting person no longer has a reportable beneficial interest but which have been included in the reporting person's prior ownership information. Read SEC document |
| January 21, 2022 Filed Jan 24, 2022 15:10 UTC | TORTOISE PIPELINE & ENERGY FUND, INC. TTP · Entity 95263 | PurchaseCommon Shares | 100 | $25.22 | $2,522.00 |
DisclosureSEC source: 0001567619-22-001536 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director · Member of Investment Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,475 F1 · balance_after: Excludes 29 shares held by adult child no longer living at home and in which the reporting person no longer has a reportable beneficial interest but which have been included in the reporting person's prior ownership information. Read SEC document |
| January 21, 2022 Filed Jan 24, 2022 15:01 UTC | TORTOISE ENERGY INFRASTRUCTURE CORP TYG · Entity 8897 | PurchaseCommon Shares | 100 | $29.25 | $2,925.00 |
DisclosureSEC source: 0001567619-22-001529 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director · Member of Investment Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,919.1 F1 · balance_after: Includes 0.03 shares acquired under the TYG dividend reinvestment plan and excludes 154 shares held by adult child no longer living at home and in which the reporting person no longer has a reportable beneficial interest but which have been included in the reporting person's prior ownership information. Read SEC document |
| January 21, 2022 Filed Jan 24, 2022 14:56 UTC | TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND TEAF · Entity 73494 | PurchaseCommon Shares | 100 | $15.02 | $1,502.00 |
DisclosureSEC source: 0001567619-22-001526 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director · Member of Investment Committee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,003 Read SEC document |
| October 04, 2021 Filed Oct 5, 2021 14:34 UTC | Tortoise Midstream Energy Fund, Inc. NTG · Entity 84716 | PurchaseCommon Shares | 100 | $29.82 | $2,982.00 |
DisclosureSEC source: 0001567619-21-017904 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,760 Read SEC document |
| October 04, 2021 Filed Oct 5, 2021 14:28 UTC | TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC TPZ · Entity 73118 | PurchaseCommon Shares | 100 | $13.33 | $1,333.00 |
DisclosureSEC source: 0001567619-21-017902 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,650 Read SEC document |
| October 04, 2021 Filed Oct 5, 2021 14:46 UTC | TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND TEAF · Entity 73494 | PurchaseCommon Shares | 100 | $13.96 | $1,396.00 |
DisclosureSEC source: 0001567619-21-017916 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,903 Read SEC document |
| October 04, 2021 Filed Oct 5, 2021 14:42 UTC | TORTOISE ENERGY INDEPENDENCE FUND, INC. NDP · Entity 84717 | PurchaseCommon Shares | 100 | $22.78 | $2,278.00 |
DisclosureSEC source: 0001567619-21-017913 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,293 Read SEC document |
| October 04, 2021 Filed Oct 5, 2021 14:39 UTC | TORTOISE PIPELINE & ENERGY FUND, INC. TTP · Entity 95263 | PurchaseCommon Shares | 100 | $24.55 | $2,455.00 |
DisclosureSEC source: 0001567619-21-017908 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,375 Read SEC document |
| October 04, 2021 Filed Oct 5, 2021 14:26 UTC | TORTOISE ENERGY INFRASTRUCTURE CORP TYG · Entity 8897 | PurchaseCommon Shares | 100 | $28.06 | $2,806.00 |
DisclosureSEC source: 0001567619-21-017900 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,819.07 F1 · balance_after: Includes 0.02 shares acquired under the TYG dividend reinvestment plan. Read SEC document |
| August 12, 2021 Filed Aug 12, 2021 17:06 UTC | Tortoise Midstream Energy Fund, Inc. NTG · Entity 84716 | PurchaseCommon Shares | 100 | $28.90 | $2,890.00 |
DisclosureSEC source: 0001567619-21-015289 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,660 Read SEC document |
| August 12, 2021 Filed Aug 12, 2021 17:09 UTC | TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC TPZ · Entity 73118 | PurchaseCommon Shares | 100 | $12.97 | $1,297.00 |
DisclosureSEC source: 0001567619-21-015291 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,550 Read SEC document |
| August 12, 2021 Filed Aug 12, 2021 17:17 UTC | TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND TEAF · Entity 73494 | PurchaseCommon Shares | 100 | $14.58 | $1,458.00 |
DisclosureSEC source: 0001567619-21-015297 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,803 Read SEC document |
| August 12, 2021 Filed Aug 12, 2021 17:14 UTC | TORTOISE ENERGY INDEPENDENCE FUND, INC. NDP · Entity 84717 | PurchaseCommon Shares | 100 | $20.27 | $2,027.00 |
DisclosureSEC source: 0001567619-21-015295 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,193 Read SEC document |
| August 12, 2021 Filed Aug 12, 2021 17:11 UTC | TORTOISE PIPELINE & ENERGY FUND, INC. TTP · Entity 95263 | PurchaseCommon Shares | 100 | $23.29 | $2,329.00 |
DisclosureSEC source: 0001567619-21-015293 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,275 Read SEC document |
| August 12, 2021 Filed Aug 12, 2021 17:03 UTC | TORTOISE ENERGY INFRASTRUCTURE CORP TYG · Entity 8897 | PurchaseCommon Shares | 100 | $27.57 | $2,757.00 |
DisclosureSEC source: 0001567619-21-015287 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,719.05 F1 · balance_after: Includes 0.05 shares acquired under the TYG dividend reinvestment plan. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 12:53 UTC | Tortoise Midstream Energy Fund, Inc. NTG · Entity 84716 | PurchaseCommon Shares | 100 | $24.90 | $2,490.00 |
DisclosureSEC source: 0001567619-21-003858 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,560 Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 12:59 UTC | TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC TPZ · Entity 73118 | PurchaseCommon Shares | 100 | $11.80 | $1,180.00 |
DisclosureSEC source: 0001567619-21-003864 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,450 Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 13:08 UTC | TORTOISE ENERGY INDEPENDENCE FUND, INC. NDP · Entity 84717 | PurchaseCommon Shares | 100 | $15.78 | $1,578.00 |
DisclosureSEC source: 0001567619-21-003873 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,093 Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 13:04 UTC | TORTOISE PIPELINE & ENERGY FUND, INC. TTP · Entity 95263 | PurchaseCommon Shares | 100 | $18.96 | $1,896.00 |
DisclosureSEC source: 0001567619-21-003869 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,175 Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 12:44 UTC | TORTOISE ENERGY INFRASTRUCTURE CORP TYG · Entity 8897 | PurchaseCommon Shares | 100 | $23.44 | $2,344.00 |
DisclosureSEC source: 0001567619-21-003854 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,619 F1 · balance_after: Includes 0.06 shares acquired under the TYG dividend reinvestment plan. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 12:20 UTC | TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND TEAF · Entity 73494 | PurchaseCommon Shares | 100 | $14.05 | $1,405.00 |
DisclosureSEC source: 0001567619-21-003850 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,703 Read SEC document |
| July 16, 2020 Filed Jul 20, 2020 11:55 UTC | Tortoise Midstream Energy Fund, Inc. NTG · Entity 84716 | PurchaseCommon Shares | 100 | $16.84 | $1,684.00 |
DisclosureSEC source: 0001567619-20-013459 · doc1.xml · nonDerivative · entry 1 BIRZER H KEVIN · CIK 0001280969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,460 F1 · balance_after: On May 1, 2020, the common shares reverse split 1-for-10, resulting in the reporting person's ownership of 12,242 less common shares held directly. 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.