| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| PPT | PUTNAM PREMIER INCOME TRUST | 03 Sep 2024 | 0 | $0 | 3 | Director / Pres of Advisor | 04 Sep 2024, 09:32 |
| PMO | PUTNAM MUNICIPAL OPPORTUNITIES TRUST | 03 Sep 2024 | 0 | $0 | 3 | Director / Pres of Advisor | 04 Sep 2024, 09:29 |
| PIM | PUTNAM MASTER INTERMEDIATE INCOME TRUST | 03 Sep 2024 | 0 | $0 | 3 | Director / Pres of Advisor | 04 Sep 2024, 09:27 |
| PMM | PUTNAM MANAGED MUNICIPAL INCOME TRUST | 03 Sep 2024 | 0 | $0 | 3 | Director / Pres of Advisor | 04 Sep 2024, 09:24 |
| /report/000200860224000040-perks-edward-2024-08-13 | Franklin Lexington Private Markets Fund | 13 Aug 2024 | 0 | $0 | 3 | Director / Pres of Sub-Advisor | 26 Aug 2024, 11:54 |