| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| BWG | BrandywineGLOBAL-Global Income Opportunities Fund Inc | 01 Feb 2026 | 0 | $0 | 3 | EVP and CIO of Subadviser | 09 Feb 2026, 09:54 |
| PPT | PUTNAM PREMIER INCOME TRUST | 03 Sep 2024 | 0 | $0 | 3 | EVP / CIO of Advisor | 05 Sep 2024, 09:16 |
| PMO | PUTNAM MUNICIPAL OPPORTUNITIES TRUST | 03 Sep 2024 | 0 | $0 | 3 | EVP / CIO of Advisor | 05 Sep 2024, 09:11 |
| PIM | PUTNAM MASTER INTERMEDIATE INCOME TRUST | 03 Sep 2024 | 0 | $0 | 3 | EVP / CIO of Advisor | 05 Sep 2024, 08:58 |
| PMM | PUTNAM MANAGED MUNICIPAL INCOME TRUST | 03 Sep 2024 | 0 | $0 | 3 | EVP / CIO of Advisor | 05 Sep 2024, 08:55 |
| /report/000200860224000015-curtis-jonathan-2024-08-13 | Franklin Lexington Private Markets Fund | 13 Aug 2024 | 0 | $0 | 3 | EVP / CIO of Sub-Advisor | 21 Aug 2024, 15:22 |