---
schema_version: "secwatch.filing_event.v1"
accession: "0001213900-24-028964"
form_type: "8-K"
ticker: null
cik: "0001704299"
company_name: "TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND"
filed_at: "2024-04-02T23:59:59+00:00"
generated_at: "2026-06-04T03:38:53.032283+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# TEAF appoints Courtney Gengler as CEO, Sean Wickliffe as CFO/Treasurer effective April 1, 2024

## Summary
- Courtney Gengler succeeds P. Bradley Adams as CEO; Adams retired effective March 31, 2024.
- Gengler had been Principal Financial Officer and Treasurer since 2021; also Managing Director at Tortoise Capital Advisors.
- Sean Wickliffe appointed Principal Financial Officer and Treasurer; previously VP and Assistant Treasurer since 2021.

## SEC filing metadata
- accession: 0001213900-24-028964
- form_type: 8-K
- cik: 0001704299
- company_name: TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND
- filed_at: 2024-04-02T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 5.02
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1704299/000121390024028964/0001213900-24-028964-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1704299/000121390024028964/ea0203085-05_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001213900-24-028964
- JSON: https://secwatch.observer/filing/0001213900-24-028964.json
- Plain text: https://secwatch.observer/filing/0001213900-24-028964.txt

## Key facts
- Executive change
  Sean Wickliffe was appointed as Principal Financial Officer and Treasurer at TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND.
  - Action: appointed
  - Role: Principal Financial Officer and Treasurer
  source text: appointed Sean Wickliffe to serve as Principal Financial Officer and Treasurer of the Company, also effective April 1, 2024.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1704299/000121390024028964/0001213900-24-028964-index.htm
- Executive change
  Courtney Gengler was appointed as Chief Executive Officer at TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND.
  - Action: appointed
  - Role: Chief Executive Officer
  source text: appointed Courtney Gengler to succeed P. Bradley Adams as Chief Executive Officer of the Company, effective as of April 1, 2024.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1704299/000121390024028964/0001213900-24-028964-index.htm
- Executive change
  P. Bradley Adams retired as Chief Executive Officer at TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND.
  - Action: retired
  - Role: Chief Executive Officer
  source text: retirement of Mr. Adams, who in addition to stepping down from his role as Chief Executive Officer of the Company retired from his position as Managing Director of Tortoise Capital Advisors, L.L.C. (the “ Adviser ”) effective as of March 31, 2024.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1704299/000121390024028964/0001213900-24-028964-index.htm

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