Tortoise Energy Independence Fund CEO Courtney Gengler departing; Matthew Sallee appointed

TORTOISE ENERGY INDEPENDENCE FUND, INC.

Director Jennifer Paquette will not stand for reelection at the 2024 Annual Meeting; no disagreement with company.
CEO Courtney Gengler leaves effective June 7, 2024, to pursue other opportunities.
Matthew Sallee, Managing Director of the Adviser, appointed CEO effective June 7, 2024.
Sallee has served the Adviser since 2005 in various roles.

item 5.02

Executive movements

Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements.

Appointed

Matthew Sallee

Chief Executive Officer

TORTOISE ENERGY INDEPENDENCE FUND, INC.

Effective: 2024-06-07
Filed: June 3, 2024, 7:59 PM ET

the Board of Directors of the Company appointed Matthew Sallee to succeed Courtney Gengler as Chief Executive Officer of the Company, effective as of the close of business on June 7, 2024.

Departed

Jennifer Paquette

Director

TORTOISE ENERGY INDEPENDENCE FUND, INC.

Filed: June 3, 2024, 7:59 PM ET

On May 29, 2024, Jennifer Paquette, a director of Tortoise Energy Independence Fund, Inc. (the “ Company ”), notified the Company of her decision not to stand for reelection when her current term expires at the Company’s 2024 Annual Meeting of Stockholders.

Departed

Courtney Gengler

Chief Executive Officer

TORTOISE ENERGY INDEPENDENCE FUND, INC.

Effective: 2024-06-07
Successor: Matthew Sallee
Filed: June 3, 2024, 7:59 PM ET

The appointment was made in connection with the departure of Ms. Gengler, who is leaving Tortoise Capital Advisors, L.L.C. (the “ Adviser ”) to pursue other opportunities effective as of the close of business on June 7, 2024.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

Matthew Sallee was appointed as Chief Executive Officer at TORTOISE ENERGY INDEPENDENCE FUND, INC..

Action: appointed
Role: Chief Executive Officer

Exact text from the filing

the Board of Directors of the Company appointed Matthew Sallee to succeed Courtney Gengler as Chief Executive Officer of the Company, effective as of the close of business on June 7, 2024.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Jennifer Paquette departed as Director at TORTOISE ENERGY INDEPENDENCE FUND, INC..

Action: not stand for reelection
Role: Director

Exact text from the filing

On May 29, 2024, Jennifer Paquette, a director of Tortoise Energy Independence Fund, Inc. (the “ Company ”), notified the Company of her decision not to stand for reelection when her current term expires at the Company’s 2024 Annual Meeting of Stockholders.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Courtney Gengler departed as Chief Executive Officer at TORTOISE ENERGY INDEPENDENCE FUND, INC..

Action: leaving
Role: Chief Executive Officer

Exact text from the filing

The appointment was made in connection with the departure of Ms. Gengler, who is leaving Tortoise Capital Advisors, L.L.C. (the “ Adviser ”) to pursue other opportunities effective as of the close of business on June 7, 2024.

View on SEC.gov

Source: SEC EDGAR

accession 0001140361-24-028626

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