| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Clarion Partners Real Estate Income Fund Inc. | Senior Vice President, Sr. Vice President of Inv Mgr | Common Stock | 2.01K | $23.9K | $11.91 | Jan 27, 2023 | Direct |
| 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 | SVP / SVP of Inv. 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 | SVP / SVP of Inv. Mgr. |
| N/A | Clarion Partners Real Estate Income Fund Inc. | Jan 27, 2023 | 1 | $25K | 4 | Feb 3, 2023 | Senior Vice President, Sr. Vice President of Inv Mgr |
| WDI | Western Asset Diversified Income Fund | Jun 24, 2021 | 0 | $0 | 3 | Jun 29, 2021 | SVP, SVP/Investment Mgr |