Meyers William T. - 30 Sep 2025 Form 5 Insider Report for XAI Octagon Floating Rate & Alternative Income Trust (XFLT)

Reporting relationship
Director
Issuer ticker
XFLT
Reported as of
30 Sep 2025
Net transaction value
$0
Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
5
Accepted by SEC
14 Nov 2025, 12:49:07 UTC
Prior SEC filing
08 Jan 2025
Next SEC filing
18 Aug 2026
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ William Meyers

Key filing fact

Meyers William T. filed Form 5 for XAI Octagon Floating Rate & Alternative Income Trust (XFLT) on 14 Nov 2025.

Key facts

  • This page summarizes Meyers William T.'s Form 5 filing for XAI Octagon Floating Rate & Alternative Income Trust (XFLT).
  • 0 reported transactions and 0 derivative rows are listed below.
  • Accepted by SEC: 14 Nov 2025, 12:49.

Change

  • Previous filing in this sequence was filed on 08 Jan 2025.
  • Current net transaction value: $0.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Official SEC source

Ownership activity is grounded in SEC Form 5 disclosures.

View source filing

Reporting Owners (1)

CIK 0001732395 Primary reporting owner

Meyers William T.

Relationship
Director
Address
C/O XA INVESTMENTS, LLC, 321 N. CLARK STR, CHICAGO
Signature
/s/ William Meyers
Signature date
14 Nov 2025

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

XFLT holding

Common Shares of Beneficial Interest

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
2,787
Date
30 Sep 2025
Ownership
Direct
Footnotes
F1
XFLT holding

Preferred Shares

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
8,000
Date
30 Sep 2025
Ownership
Direct
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 1 footnote

Footnote F1

Shares beneficially owned reflect 636.799 received through the XFLT Dividend Reinvestment Plan

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