| 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 | Director, President and CEO, Director, President & CEO/Inv Mgr |
| N/A | Franklin Lexington Private Markets Fund | Aug 13, 2024 | 0 | $0 | 3 | Aug 16, 2024 | President and CEO, Director, Pres. and CEO of Inv. Mgr. |
| PMM | PUTNAM MANAGED MUNICIPAL INCOME TRUST | Jan 26, 2024 | 0 | $0 | 3 | Feb 5, 2024 | Director |
| PPT | PUTNAM PREMIER INCOME TRUST | Jan 26, 2024 | 0 | $0 | 3 | Feb 5, 2024 | Director |
| PIM | PUTNAM MASTER INTERMEDIATE INCOME TRUST | Jan 26, 2024 | 0 | $0 | 3 | Feb 5, 2024 | Director |
| PMO | PUTNAM MUNICIPAL OPPORTUNITIES TRUST | Jan 26, 2024 | 0 | $0 | 3 | Feb 5, 2024 | Director |
| WDI | Western Asset Diversified Income Fund | Jun 24, 2021 | 0 | $0 | 3 | Jun 29, 2021 | President and CEO, Director, President and CEO, Inv Mgr |