| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| ClearBridge Energy Midstream Opportunity Fund Inc. | Director | Common Stock | 1.54K | $64.8K | $42.11 | Oct 13, 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| EMO | ClearBridge Energy Midstream Opportunity Fund Inc. | Oct 13, 2025 | 1 | $16.2K | 4 | Oct 14, 2025 | Director |
| N/A | Franklin BSP Lending Fund | Aug 7, 2025 | 0 | $0 | 3 | Aug 13, 2025 | Director |
| PPT | PUTNAM PREMIER INCOME TRUST | Apr 25, 2025 | 0 | $0 | 3 | Apr 29, 2025 | Director |
| PMO | PUTNAM MUNICIPAL OPPORTUNITIES TRUST | Apr 25, 2025 | 0 | $0 | 3 | Apr 29, 2025 | Director |
| PIM | PUTNAM MASTER INTERMEDIATE INCOME TRUST | Apr 25, 2025 | 0 | $0 | 3 | Apr 29, 2025 | Director |
| PMM | PUTNAM MANAGED MUNICIPAL INCOME TRUST | Apr 25, 2025 | 0 | $0 | 3 | Apr 29, 2025 | Director |
| N/A | Franklin Lexington Private Markets Fund | Aug 13, 2024 | 0 | $0 | 3 | Aug 16, 2024 | Director |
| WDI | Western Asset Diversified Income Fund | Aug 16, 2021 | 0 | $0 | 3 | Aug 16, 2021 | Director |