| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| PPT | PUTNAM PREMIER INCOME TRUST | 03 Sep 2024 | 0 | $0 | 3 | EVP of Advisor | 09 Sep 2024, 10:10 |
| PMO | PUTNAM MUNICIPAL OPPORTUNITIES TRUST | 03 Sep 2024 | 0 | $0 | 3 | EVP of Advisor | 09 Sep 2024, 10:08 |
| PIM | PUTNAM MASTER INTERMEDIATE INCOME TRUST | 03 Sep 2024 | 0 | $0 | 3 | EVP of Advisor | 09 Sep 2024, 10:05 |
| PMM | PUTNAM MANAGED MUNICIPAL INCOME TRUST | 03 Sep 2024 | 0 | $0 | 3 | EVP of Advisor | 09 Sep 2024, 10:03 |
| N/A | Franklin Lexington Private Markets Fund | 13 Aug 2024 | 0 | $0 | 3 | EVP of Sub-Advisor | 21 Aug 2024, 15:09 |