| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| N/A | Franklin BSP Lending Fund | Aug 7, 2025 | 0 | $0 | 3 | Aug 13, 2025 | Senior Vice President, Secretary of Investment Mgr |
| PPT | PUTNAM PREMIER INCOME TRUST | Apr 25, 2025 | 0 | $0 | 3 | Apr 30, 2025 | Senior Vice President |
| PMO | PUTNAM MUNICIPAL OPPORTUNITIES TRUST | Apr 25, 2025 | 0 | $0 | 3 | Apr 30, 2025 | Senior Vice President |
| PIM | PUTNAM MASTER INTERMEDIATE INCOME TRUST | Apr 25, 2025 | 0 | $0 | 3 | Apr 30, 2025 | Senior Vice President |
| PMM | PUTNAM MANAGED MUNICIPAL INCOME TRUST | Apr 25, 2025 | 0 | $0 | 3 | Apr 30, 2025 | Senior Vice President |
| N/A | Franklin Lexington Private Markets Fund | Aug 13, 2024 | 0 | $0 | 3 | Aug 19, 2024 | Secretary of Inv. Mgr. |
| WDI | Western Asset Diversified Income Fund | Jun 24, 2021 | 0 | $0 | 3 | Jun 29, 2021 | Secretary Inv Mgr |