CEO Courtney Gengler to depart; Matthew Sallee appointed; director Paquette not standing for reelection

TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND

Jennifer Paquette will not stand for reelection at 2024 annual meeting; no disagreement with company.
Courtney Gengler steps down as CEO effective June 7, 2024, leaving Tortoise Capital Advisors for other opportunities.
Matthew Sallee appointed CEO effective June 7, 2024; remains Managing Director of the Adviser.
Sallee has held multiple roles at the Adviser since 2005, most recently as Managing Director.

item 5.02

Executive movements

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

Departed

Courtney Gengler

Chief Executive Officer

TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND

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

effective June 3, 2024, 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 SUSTAINABLE & SOCIAL IMPACT TERM FUND

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

On May 29, 2024, Jennifer Paquette, a director of Ecofin Sustainable and Social Impact Term Fund (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.

Appointed

Matthew Sallee

Chief Executive Officer

TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND

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

effective June 3, 2024, 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.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 1.0

Courtney Gengler resigned as Chief Executive Officer at TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND.

Action: resigned
Role: Chief Executive Officer

Exact text from the filing

effective June 3, 2024, 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 1.0

Jennifer Paquette departed as Director at TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND.

Action: not stand for reelection
Role: Director

Exact text from the filing

On May 29, 2024, Jennifer Paquette, a director of Ecofin Sustainable and Social Impact Term Fund (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 1.0

Matthew Sallee was appointed as Chief Executive Officer at TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND.

Action: appointed
Role: Chief Executive Officer

Exact text from the filing

effective June 3, 2024, 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

Source: SEC EDGAR

accession 0001140361-24-028627

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