• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI SuperconnectorNEW
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI SuperconnectorNEW
  • Settings
  • RSS Feeds
PublishGo to AppAI Superconnector
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI superconnector for talent & startupsNEWLLM Arena
    Legal
    Terms of usePrivacy policyCookie policy

    SEC Form 3 filed by new insider Schoffman Carrie

    10/16/25 2:01:46 PM ET
    $TEAF
    Trusts Except Educational Religious and Charitable
    Finance
    Get the next $TEAF alert in real time by email
    SEC FORM 3 SEC Form 3
    FORM 3 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
    Washington, D.C. 20549

    INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

    Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
    or Section 30(h) of the Investment Company Act of 1940
    OMB APPROVAL
    OMB Number: 3235-0104
    Estimated average burden
    hours per response: 0.5
    1. Name and Address of Reporting Person*
    Schoffman Carrie

    (Last) (First) (Middle)
    2332 FALCON DR

    (Street)
    FORT COLLINS CO 80526

    (City) (State) (Zip)
    2. Date of Event Requiring Statement (Month/Day/Year)
    07/11/2025
    3. Issuer Name and Ticker or Trading Symbol
    TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND [ TEAF ]
    4. Relationship of Reporting Person(s) to Issuer
    (Check all applicable)
    X Director 10% Owner
    Officer (give title below) Other (specify below)
    5. If Amendment, Date of Original Filed (Month/Day/Year)
    6. Individual or Joint/Group Filing (Check Applicable Line)
    X Form filed by One Reporting Person
    Form filed by More than One Reporting Person
    Table I - Non-Derivative Securities Beneficially Owned
    1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
    Table II - Derivative Securities Beneficially Owned
    (e.g., puts, calls, warrants, options, convertible securities)
    1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
    Date Exercisable Expiration Date Title Amount or Number of Shares
    Explanation of Responses:
    No securities are beneficially owned.
    Carrie Schoffman 10/16/2025
    ** Signature of Reporting Person Date
    Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
    * If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
    ** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
    Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
    Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
    Get the next $TEAF alert in real time by email

    Crush Q3 2025 with the Best AI Superconnector

    Stay ahead of the competition with Standout.work - your AI-powered talent-to-startup matching platform.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Standout.work

    Recent Analyst Ratings for
    $TEAF

    DatePrice TargetRatingAnalyst
    More analyst ratings

    $TEAF
    Press Releases

    Fastest customizable press release news feed in the world

    View All

    Tortoise Capital Completes Merger of Tortoise Energy Infrastructure Corp. (NYSE: TYG) and Tortoise Sustainable and Social Impact Term Fund (NYSE: TEAF)

    Tortoise Capital Advisors, L.L.C. (Tortoise Capital), a fund manager focused on energy investing, today announced the completion of the merger between Tortoise Sustainable and Social Impact Term Fund (NYSE:TEAF) and Tortoise Energy Infrastructure Corp. (NYSE:TYG) with TYG emerging as the continuing fund. As of Nov. 7, 2025, the combined total assets under management (AUM) of TYG were $1.3 billion. Under the terms of the merger, TYG acquired all assets and liabilities of TEAF. Shares of TEAF were converted into newly issued TYG shares based on their respective net asset values as of Nov. 7, 2025, at an exchange ratio of 0.2882637. TYG will maintain its original investment strategy and ob

    11/10/25 8:00:00 AM ET
    $TEAF
    $TYG
    Trusts Except Educational Religious and Charitable
    Finance
    Investment Managers

    Tortoise Capital Announces Shareholder Approval of Closed-End Fund Merger

    Tortoise Capital Advisors, L.L.C. (Tortoise Capital), a fund manager focused on energy investing, today announced that shareholders for Tortoise Sustainable and Social Impact Term Fund (NYSE:TEAF) and Tortoise Energy Infrastructure Corp. (NYSE:TYG), both closed-end funds, have approved the merger of TEAF into TYG, with TYG as the remaining company. The combined fund will offer investors a more efficient and scaled vehicle for accessing high-quality energy and power infrastructure opportunities. This strategic merger cements TYG as Tortoise Capital's flagship closed-end fund providing shareholders with refined efficiency and increased scale for bottom-up, fundamentals based, high-quality e

    10/16/25 4:05:00 PM ET
    $TEAF
    $TYG
    Trusts Except Educational Religious and Charitable
    Finance
    Investment Managers

    Tortoise Capital Announces Strategic Merger of TEAF into TYG

    Tortoise Capital Advisors, L.L.C. (Tortoise Capital), a fund manager focused on energy investing, today announced plans to merge two of its closed-end funds. The board of directors of each of Tortoise Sustainable and Social Impact Term Fund (NYSE:TEAF) and Tortoise Energy Infrastructure Corp. (NYSE:TYG) have approved the merger of TEAF into TYG, with TYG as the surviving company. This strategic merger is designed to enhance scale, improve efficiency, and strengthen Tortoise Capital's leadership in energy infrastructure investing – while better serving shareholders. As of May 31, 2025, the combined total assets under management of TYG and TEAF are approximately $1.2 billion. TYG will ret

    6/17/25 8:30:00 AM ET
    $TEAF
    $TYG
    Trusts Except Educational Religious and Charitable
    Finance
    Investment Managers

    $TEAF
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Large owner Saba Capital Management, L.P. bought $1,119 worth of shares (100 units at $11.19) (SEC Form 4)

    4 - TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND (0001704299) (Issuer)

    4/29/25 10:06:00 AM ET
    $TEAF
    Trusts Except Educational Religious and Charitable
    Finance

    Large owner Saba Capital Management, L.P. bought $1,119 worth of shares (100 units at $11.19) (SEC Form 4)

    4 - TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND (0001704299) (Issuer)

    4/28/25 4:25:33 PM ET
    $TEAF
    Trusts Except Educational Religious and Charitable
    Finance

    Large owner Saba Capital Management, L.P. bought $112,615 worth of shares (10,100 units at $11.15) (SEC Form 4)

    4 - TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND (0001704299) (Issuer)

    4/24/25 12:41:01 PM ET
    $TEAF
    Trusts Except Educational Religious and Charitable
    Finance

    $TEAF
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Large owner Saba Capital Management, L.P. sold $4,230,058 worth of shares (340,213 units at $12.43) (SEC Form 4)

    4 - TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND (0001704299) (Issuer)

    11/6/25 12:43:37 PM ET
    $TEAF
    Trusts Except Educational Religious and Charitable
    Finance

    Large owner Saba Capital Management, L.P. sold $238,148 worth of shares (19,221 units at $12.39) (SEC Form 4)

    4 - TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND (0001704299) (Issuer)

    11/4/25 4:38:38 PM ET
    $TEAF
    Trusts Except Educational Religious and Charitable
    Finance

    SEC Form 3 filed by new insider Iseman Andrew J

    3 - TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND (0001704299) (Issuer)

    10/23/25 4:32:51 PM ET
    $TEAF
    Trusts Except Educational Religious and Charitable
    Finance

    $TEAF
    SEC Filings

    View All

    SEC Form 25-NSE filed by Tortoise Sustainable and Social Impact Term Fund

    25-NSE - TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND (0001704299) (Subject)

    11/10/25 9:45:23 AM ET
    $TEAF
    Trusts Except Educational Religious and Charitable
    Finance

    Amendment: SEC Form SCHEDULE 13D/A filed by Tortoise Sustainable and Social Impact Term Fund

    SCHEDULE 13D/A - TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND (0001704299) (Subject)

    11/6/25 1:58:31 PM ET
    $TEAF
    Trusts Except Educational Religious and Charitable
    Finance

    SEC Form N-PX filed by Tortoise Sustainable and Social Impact Term Fund

    N-PX - TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND (0001704299) (Filer)

    8/28/25 12:42:05 PM ET
    $TEAF
    Trusts Except Educational Religious and Charitable
    Finance

    $TEAF
    Leadership Updates

    Live Leadership Updates

    View All

    Ecofin Hires Eileen Fargis to Lead Private Equity Sustainable Infrastructure Group

    OVERLAND PARK, KS / ACCESSWIRE / October 24, 2022 / Ecofin is pleased to announce the appointment of Eileen Fargis as the Group Lead for its Private Equity Sustainable Infrastructure team, effective today. In her role as Managing Director - Private Equity Sustainable Infrastructure, Eileen will work closely with the team of experienced professionals, originating and managing the firm's U.S. renewable assets."We are thrilled with Eileen's addition to the Ecofin team. She will make an immediate impact on our team and the firm given her leadership and experience in the private sustainable infrastructure space. She brings expertise across all aspects of project finance along with strong connecti

    10/24/22 2:00:00 AM ET
    $TEAF
    Trusts Except Educational Religious and Charitable
    Finance

    TortoiseEcofin Appoints New Principal Financial Officer and Treasurer for its Closed-End Funds

    Tortoise Energy Infrastructure Corp. (NYSE:TYG) Tortoise Midstream Energy Fund, Inc. (NYSE:NTG) Tortoise Pipeline & Energy Fund, Inc. (NYSE:TTP) Tortoise Energy Independence Fund, Inc. (NYSE:NDP) Tortoise Power and Energy Infrastructure Fund, Inc. (NYSE:TPZ) Ecofin Sustainable and Social Impact Term Fund (NYSE:TEAF) TortoiseEcofin today announced the appointment of Courtney Gengler, CPA as Principal Financial Officer and Treasurer for its closed-end funds effective July 14, 2021. This change will allow Brad Adams, recently serving in this role, to focus entirely on his responsibilities as CEO for the closed-end funds and pass the primary responsibility for financial filings and the re

    7/20/21 6:30:00 AM ET
    $TYG
    $TPZ
    $NTG
    Investment Managers
    Finance
    Finance Companies
    Trusts Except Educational Religious and Charitable

    $TEAF
    Financials

    Live finance-specific insights

    View All

    TEAF Announces 2023 Fund Tax Characterization of Distributions, Release of Annual Report

    OVERLAND PARK, KS / ACCESSWIRE / January 30, 2024 / Today Ecofin Sustainable and Social Impact Term Fund (NYSE:TEAF) announced the tax characterization of 2023 distributions paid to its common stockholders.2023 Tax Characterization of DistributionsFor tax purposes, TEAFs' 2023 distributions were characterized as 31% qualified dividend income, 2% as ordinary income and 67% return of capital.Additional information regarding the tax characterization of the 2023 distributions is available at www.ecofininvest.com.A copy of the information is also available upon request by calling (866) 362-9331.Nothing contained herein or therein should be construed as tax advice. Consult your tax advisor for mor

    1/30/24 12:50:00 AM ET
    $TEAF
    Trusts Except Educational Religious and Charitable
    Finance

    Tortoise Announces 2022 Closed-End Fund Tax Characterization of Distributions and Release of Annual Report

    OVERLAND PARK, KS / ACCESSWIRE / February 7, 2023 / Tortoise today announced the tax characterization of 2022 distributions paid to common stockholders of each of the following funds:Tortoise Energy Infrastructure Corp. (NYSE:TYG)Tortoise Midstream Energy Fund, Inc. (NYSE:NTG)Tortoise Pipeline & Energy Fund, Inc. (NYSE:TTP)Tortoise Energy Independence Fund, Inc. (NYSE:NDP)Tortoise Power and Energy Infrastructure Fund, Inc. (NYSE:TPZ)2022 Tax Characterization of Distributions TYGNTGTTPNDPTPZQualified Dividend Income100%100%21%40%11%Ordinary Dividend Income0%0%0%0%17%Return of Capital0%0%79%60%72%Long-Term Capital Gain0%0%0%0%0%Additional information regarding the tax characterization of the 2

    2/7/23 6:55:00 PM ET
    $NDP
    $NTG
    $TEAF
    Finance/Investors Services
    Finance
    Finance Companies
    Trusts Except Educational Religious and Charitable

    TEAF Announces 2022 Fund Tax Characterization of Distributions, Release of Annual Report

    OVERLAND PARK, KS / ACCESSWIRE / February 7, 2023 / Today Ecofin Sustainable and Social Impact Term Fund (TEAF) announced the tax characterization of 2022 distributions paid to its common stockholders.2022 Tax Characterization of DistributionsFor tax purposes, TEAFs' 2022 distributions were characterized as 35% qualified dividend income, 9% as ordinary income and 56% return of capital.Additional information regarding the tax characterization of the 2022 distributions is available at www.TortoiseEcofin.com.A copy of the information is also available upon request by calling (866) 362-9331.Nothing contained herein or therein should be construed as tax advice. Consult your tax advisor for more i

    2/7/23 6:30:00 PM ET
    $TEAF
    Trusts Except Educational Religious and Charitable
    Finance

    $TEAF
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    View All

    Amendment: SEC Form SC 13D/A filed by Ecofin Sustainable and Social Impact Term Fund

    SC 13D/A - ECOFIN SUSTAINABLE & SOCIAL IMPACT TERM FUND (0001704299) (Subject)

    7/25/24 1:07:43 PM ET
    $TEAF
    Trusts Except Educational Religious and Charitable
    Finance

    Amendment: SEC Form SC 13D/A filed by Ecofin Sustainable and Social Impact Term Fund

    SC 13D/A - ECOFIN SUSTAINABLE & SOCIAL IMPACT TERM FUND (0001704299) (Subject)

    7/18/24 8:18:41 AM ET
    $TEAF
    Trusts Except Educational Religious and Charitable
    Finance

    SEC Form SC 13D/A filed by Ecofin Sustainable and Social Impact Term Fund (Amendment)

    SC 13D/A - ECOFIN SUSTAINABLE & SOCIAL IMPACT TERM FUND (0001704299) (Subject)

    12/11/23 5:07:08 PM ET
    $TEAF
    Trusts Except Educational Religious and Charitable
    Finance