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  • Insider Trading

Insider Transactions Reported by 21 Insiders of Octagon XAI CLO Income Fund

Location
Chicago, IL

There are no Buy or Sell transactions made by insiders since 13 Mar 2025

Octagon XAI CLO Income Fund executives and other stock owners filed with the SEC include:

Name Relationship Holdings Value Past Year Net Change Change % Report Date
Maegan Boger Gallagher Sub-Adviser Inv Comm Member $558,862 30 Sep 2025
Gretchen Mae Mohr Sub-Adviser Inv Comm Member $558,237 30 Sep 2025
Lauren Kristen Law Sub-Adviser Inv Comm Member $279,954 30 Sep 2025
Derek Jason Mullins PFO & Treasurer 16 Feb 2024
Theodore J. Brombach President & CEO, Interested Trustee 16 Feb 2024
John Yogi Spence Adviser Personnel 30 Sep 2025
Michael Bennett Nechamkin Sub-Adviser Inv Comm Member 31 Dec 2024
Sean Michael Gleason Sub-Adviser Inv Comm Member 31 Dec 2024
Andrew David Gordon Sub-Adviser Senior Adviser 30 Sep 2025
Octagon Credit Investors, LLC Sub-Adviser 31 Dec 2024
Madeline Arment Assistant Treasurer 26 Feb 2025
Scott C. Jones Trustee 16 Feb 2024
Gregory Dingens Trustee 16 Feb 2024
Philip G. Franklin Trustee 16 Feb 2024
Kimberly Ann Flynn Vice President 16 Feb 2024
Danielle Cupps Trustee 16 Feb 2024
XA Investments LLC Investment Adviser 16 Feb 2024
Benjamin McCulloch Secretary & CLO 30 Sep 2025
Lisa Woo Assistant Treasurer 26 Feb 2025
Randi Jean Roessler Chief Compliance Officer 16 Feb 2024
Meyers William T. Director 30 Sep 2025

Recent Insider Transactions by Companies or Individuals for Octagon XAI CLO Income Fund

Insider Symbol Class Transaction % Value $ * Price $ Shares Shares Owned Date Ownership
Lauren Kristen Law Class I Shares Award 0.67% 74.18 11,198 30 Sep 2025 Direct
Gretchen Mae Mohr Class I Shares Award 0.67% 148 22,330 30 Sep 2025 Direct
Maegan Boger Gallagher Class I Shares Award 0.67% 148 22,355 30 Sep 2025 Direct
Lauren Kristen Law Class I Shares Award 0.69% 76.66 11,124 29 Aug 2025 Direct
Gretchen Mae Mohr Class I Shares Award 0.69% 153 22,182 29 Aug 2025 Direct
Maegan Boger Gallagher Class I Shares Award 0.69% 153 22,206 29 Aug 2025 Direct
Lauren Kristen Law Class I Shares Award 0.92% 100 11,047 01 Aug 2025 Direct
Gretchen Mae Mohr Class I Shares Award 0.92% 200 22,029 01 Aug 2025 Direct
Maegan Boger Gallagher Class I Shares Award 0.92% 200 22,053 01 Aug 2025 Direct
Lauren Kristen Law Class I Shares Award 0.88% 95.27 10,947 01 Jul 2025 Direct
Gretchen Mae Mohr Class I Shares Award 0.88% 190 21,829 01 Jul 2025 Direct
Maegan Boger Gallagher Class I Shares Award 0.88% 190 21,853 01 Jul 2025 Direct
Lauren Kristen Law Class I Shares Award 0.82% 88.09 10,852 02 Jun 2025 Direct
Gretchen Mae Mohr Class I Shares Award 0.82% 176 21,639 02 Jun 2025 Direct
Maegan Boger Gallagher Class I Shares Award 0.82% 176 21,663 02 Jun 2025 Direct
Lauren Kristen Law Class I Shares Award 0.84% 89.97 10,764 01 May 2025 Direct
Gretchen Mae Mohr Class I Shares Award 0.84% 179 21,463 01 May 2025 Direct
Maegan Boger Gallagher Class I Shares Award 0.84% 180 21,487 01 May 2025 Direct
Lauren Kristen Law Class I Shares Award 0.82% 86.95 10,674 31 Mar 2025 Direct
Gretchen Mae Mohr Class I Shares Award 0.82% 173 21,284 31 Mar 2025 Direct
Maegan Boger Gallagher Class I Shares Award 0.82% 174 21,307 31 Mar 2025 Direct
Lauren Kristen Law Class I Shares Award 0.78% 82.23 10,587 28 Feb 2025 Direct
Gretchen Mae Mohr Class I Shares Award 0.78% 164 21,110 28 Feb 2025 Direct
Maegan Boger Gallagher Class I Shares Award 0.78% 164 21,134 28 Feb 2025 Direct
Meyers William T. Class I Shares Purchase 417 417 06 Jan 2025 Direct
Lauren Kristen Law Class I Shares Purchase 5.97% 592 10,504 02 Jan 2025 Direct
Maegan Gallagher Boger Class I Shares Purchase 5.98% 1,183 20,970 02 Jan 2025 Direct
Gretchen Mae Mohr Class I Shares Purchase 5.99% 1,183 20,946 02 Jan 2025 Direct
John Yogi Spence Class A Shares Purchase 967 967 31 Dec 2024 Direct
John Yogi Spence Class I Shares Purchase 59.2 59 31 Dec 2024 Direct
Benjamin McCulloch Class I Shares Purchase 5.99% 35.52 629 31 Dec 2024 Direct
Michael Bennett Nechamkin Class I Shares Purchase 5.99% 710 12,577 31 Dec 2024 Direct
Andrew David Gordon Class I Shares Purchase 5.97% 1,184 21,025 31 Dec 2024 Joint with Spouse
Sean Michael Gleason Class I Shares Purchase 5.98% 237 4,196 31 Dec 2024 Direct
Octagon Credit Investors, LLC Class I Shares Purchase 5.97% 5,328 94,507 31 Dec 2024 Direct
Gretchen Mae Mohr Class I Shares Purchase 19,763 19,763 26 Dec 2024 Direct
Benjamin McCulloch Common Shares of Beneficial Ownership Purchase 593 593 23 Dec 2024 Direct
Maegan Gallagher Boger Class I Shares Purchase 19,786 19,786 19 Dec 2024 Direct
Michael Bennett Nechamkin Class I Shares Purchase 11,867 11,867 17 Dec 2024 Direct
Lauren Kristen Law Class I Shares Purchase 9,913 9,913 11 Dec 2024 Direct
Andrew David Gordon Class I Shares Purchase 19,841 19,841 09 Dec 2024 Joint with Spouse
Sean Michael Gleason Class I Shares Purchase 3,959 3,959 02 Dec 2024 Direct
Octagon Credit Investors, LLC Class I Shares Purchase 89,180 89,180 26 Nov 2024 Direct
* An asterisk sign (*) next to the price indicates that the price is likely invalid.