---
schema_version: "secwatch.filing_event.v1"
accession: "0001140361-24-028627"
form_type: "8-K"
ticker: null
cik: "0001704299"
company_name: "TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND"
filed_at: "2024-06-03T23:59:59+00:00"
generated_at: "2026-06-01T06:51:19.453727+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001140361-24-028627
- form_type: 8-K
- cik: 0001704299
- company_name: TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND
- filed_at: 2024-06-03T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 5.02
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1704299/000114036124028627/0001140361-24-028627-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1704299/000114036124028627/ef20030534_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001140361-24-028627
- JSON: https://secwatch.observer/filing/0001140361-24-028627.json
- Plain text: https://secwatch.observer/filing/0001140361-24-028627.txt

## Key facts
- Executive change
  Courtney Gengler resigned as Chief Executive Officer at TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND.
  - Action: resigned
  - Role: Chief Executive Officer
  source text: 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.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1704299/000114036124028627/0001140361-24-028627-index.htm
- Executive change
  Jennifer Paquette departed as Director at TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND.
  - Action: not stand for reelection
  - Role: Director
  source text: 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.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1704299/000114036124028627/0001140361-24-028627-index.htm
- Executive change
  Matthew Sallee was appointed as Chief Executive Officer at TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND.
  - Action: appointed
  - Role: Chief Executive Officer
  source text: 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.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1704299/000114036124028627/0001140361-24-028627-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.