| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| TYG | TORTOISE ENERGY INFRASTRUCTURE CORP | Feb 20, 2025 | 0 | $0 | 3 | Feb 21, 2025 | Secretary |
| TEAF | TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND | Feb 20, 2025 | 0 | $0 | 3/A | Feb 21, 2025 | Secretary, Member of investment committee |
| TEAF | TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND | Jan 21, 2025 | 0 | $0 | 3 | Jan 21, 2025 | Member of investment committee |
| TSIFX | Tax-Exempt Private Credit Fund, Inc. | Dec 13, 2024 | 0 | $0 | 3 | Dec 16, 2024 | Chief Executive Officer, Director |