| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| ClearBridge Energy Midstream Opportunity Fund Inc. | Director | Common Stock | 1,538 | $64,765 | $42.11 | 13 Oct 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| EMO | ClearBridge Energy Midstream Opportunity Fund Inc. | 13 Oct 2025 | 1 | +$16,212 | 4 | Director | 14 Oct 2025, 11:21 |
| N/A | Franklin BSP Lending Fund | 07 Aug 2025 | 0 | $0 | 3 | Director | 13 Aug 2025, 10:53 |
| PPT | PUTNAM PREMIER INCOME TRUST | 25 Apr 2025 | 0 | $0 | 3 | Director | 29 Apr 2025, 12:35 |
| PMO | PUTNAM MUNICIPAL OPPORTUNITIES TRUST | 25 Apr 2025 | 0 | $0 | 3 | Director | 29 Apr 2025, 12:26 |
| PIM | PUTNAM MASTER INTERMEDIATE INCOME TRUST | 25 Apr 2025 | 0 | $0 | 3 | Director | 29 Apr 2025, 12:22 |
| PMM | PUTNAM MANAGED MUNICIPAL INCOME TRUST | 25 Apr 2025 | 0 | $0 | 3 | Director | 29 Apr 2025, 12:14 |
| N/A | Franklin Lexington Private Markets Fund | 13 Aug 2024 | 0 | $0 | 3 | Director | 16 Aug 2024, 18:48 |
| WDI | Western Asset Diversified Income Fund | 16 Aug 2021 | 0 | $0 | 3 | Director | 16 Aug 2021, 10:08 |