List of insiders holdings for TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND:
- Shares directly owned by the insider.
- Shares indirectly owned by the insider.
- Total shares owned by the insider (sum of shares directly and indirectly owned).
- Total market value if available.
- Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
| # | Insider Holder Name | Report Date Time | Shares Owned Directly Indirectly | Total Shares Owned | Filing |
| 1 | TORTOISE CAPITAL ADVISORS L.L.C. Investment Advisor | 2019-12-04 16:44:40 | 19,362 0 | 19,362 | Form 4 |
| 2 | HENSON GARY PAUL Member of Investment Committee | 2021-02-16 10:03:13 | 8,000 0 | 8,000 | Form 4 |
| 3 | BIRZER H KEVIN Member of Investment Committee Director | 2022-02-02 18:29:37 | 7,403 0 | 7,403 | Form 4 |
| 4 | Lovell Minnick Partners LLC CONTROL PERSON OF ADVISER 10% Owner | 2019-03-26 15:16:24 | 0 5,000 | 5,000 | Form 3 |
| 5 | NEWCOMB BRENT DIR.; MEMBER OF INV. COMM.^ | 2019-06-26 15:25:14 | 3,870 0 | 3,870 | Form 4 |
| 6 | ADAMS P. BRADLEY Chief Executive Officer | 2022-01-25 10:52:58 | 3,315 0 | 3,315 | Form 4 |
| 7 | THUMMEL ROBERT JOSEPH JR. Member of Investment Committee | 2019-05-24 11:19:43 | 2,550 0 | 2,550 | Form 4 |
| 8 | JOHNSTON MICHELLE DIR.; MEMBER OF INV. COMM.^ | 2019-05-31 13:33:47 | 1,771 0 | 1,771 | Form 4 |
| 9 | CICCOTELLO CONRAD S Director | 2023-02-28 18:42:41 | 1,693 0 | 1,693 | Form 4 |
| 10 | SALLEE MATTHEW DIR.; MEMBER OF INV. COMM.^ | 2019-06-03 18:05:01 | 1,250 0 | 1,250 | Form 4 |
| 11 | BERNEY RAND C Director | 2022-01-24 14:52:33 | 1,111 0 | 1,111 | Form 4 |
| 12 | GOPAL SHOBANA VICE PRESIDENT | 2019-03-28 20:00:33 | 300 0 | 300 | Form 4 |
| 13 | Paquette Jennifer Director | 2022-06-17 12:43:04 | 280 0 | 280 | Form 4 |
| 14 | HERGER ALEXANDRA Director | 2022-01-24 14:33:38 | 250 0 | 250 | Form 4 |
| 15 | Moore Katherine President | 2022-08-15 12:49:46 | 250 0 | 250 | Form 3 |
| 16 | BONO DIANE MARIE SECRETARY | 2019-03-28 19:47:24 | 250 0 | 250 | Form 4 |
| 17 | Gengler Courtney Vice President | 2020-06-25 16:42:02 | 100 0 | 100 | Form 3 |
| 18 | Wickliffe Sean Paul Vice President & Asst Treas. | 2021-07-23 16:14:31 | 0 0 | 0 | Form 3 |
| 19 | Sifford David Member of investment committee | 2024-09-05 14:14:09 | 0 0 | 0 | Form 3 |
| 20 | RUSSELL EDWARD Member of investment committee | 2024-09-06 13:34:41 | 0 0 | 0 | Form 3 |
| 21 | Florence Thomas I Director | 2025-01-08 10:15:32 | 0 0 | 0 | Form 3 |
| 22 | Kruske Jeffrey Secretary | 2025-02-21 11:43:54 | 0 0 | 0 | Form 3/A |
| 23 | Siefer Amy Chief Compliance Officer | 2025-02-21 14:46:40 | 0 0 | 0 | Form 3 |
| 24 | Saba Capital Management L.P. Weinstein Boaz 10% Owner | 2025-11-17 16:13:07 | 0 0 | 0 | Form 13D |
| 25 | Schoffman Carrie Director | 2025-10-16 14:01:46 | 0 0 | 0 | Form 3 |
| 26 | Iseman Andrew J Director | 2025-10-23 16:32:51 | 0 0 | 0 | Form 3 |
| 27 | Saba Capital Management L.P. 10% Owner | 2025-11-17 16:13:07 | 0 0 | 0 | Form 13D |
| 28 | Marifian Mark Member of investment committee | 2024-09-05 14:05:44 | 0 0 | 0 | Form 3 |
| 29 | ECOFIN LTD INVESTMENT SUBADVISOR | 2019-03-26 14:26:18 | 0 0 | 0 | Form 3 |
| 30 | Murphy Gregory Daniel Member of Investment Committee | 2021-07-13 18:07:43 | 0 0 | 0 | Form 3 |
| 31 | de Lamaze Jean-Hugues Member of Investment Committee | 2021-07-09 11:28:16 | 0 0 | 0 | Form 3 |
| 32 | Prakash Prashanth Member of Investment Committee | 2021-07-09 11:07:16 | 0 0 | 0 | Form 3 |
| 33 | Jhunjhunwala Maneesh Member of Investment Committee | 2021-07-09 11:04:41 | 0 0 | 0 | Form 3 |
| 34 | Channell Ryan Vice President | 2020-06-25 16:54:24 | 0 0 | 0 | Form 3 |
| 35 | HOLMES NICHOLAS SCOTT President | 2019-05-20 15:25:29 | 0 0 | 0 | Form 3 |
| 36 | Tortoise Credit Strategies LLC INVESTMENT SUBADVISOR | 2019-03-26 14:28:31 | 0 0 | 0 | Form 3 |