| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| N/A | Franklin BSP Lending Fund | 07 Aug 2025 | 0 | $0 | 3 | Senior Vice President, Secretary of Investment Mgr | 13 Aug 2025, 14:10 |
| PPT | PUTNAM PREMIER INCOME TRUST | 25 Apr 2025 | 0 | $0 | 3 | Senior Vice President | 30 Apr 2025, 13:44 |
| PMO | PUTNAM MUNICIPAL OPPORTUNITIES TRUST | 25 Apr 2025 | 0 | $0 | 3 | Senior Vice President | 30 Apr 2025, 13:42 |
| PIM | PUTNAM MASTER INTERMEDIATE INCOME TRUST | 25 Apr 2025 | 0 | $0 | 3 | Senior Vice President | 30 Apr 2025, 13:41 |
| PMM | PUTNAM MANAGED MUNICIPAL INCOME TRUST | 25 Apr 2025 | 0 | $0 | 3 | Senior Vice President | 30 Apr 2025, 13:39 |
| N/A | Franklin Lexington Private Markets Fund | 13 Aug 2024 | 0 | $0 | 3 | Secretary of Inv. Mgr. | 19 Aug 2024, 11:30 |
| WDI | Western Asset Diversified Income Fund | 24 Jun 2021 | 0 | $0 | 3 | Secretary Inv Mgr | 29 Jun 2021, 16:46 |