| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| PPT | PUTNAM PREMIER INCOME TRUST | 03 Sep 2024 | 0 | $0 | 3 | EVP of Advisor | 03 Sep 2024, 10:14 |
| PMO | PUTNAM MUNICIPAL OPPORTUNITIES TRUST | 03 Sep 2024 | 0 | $0 | 3 | EVP of Advisor | 03 Sep 2024, 10:12 |
| PIM | PUTNAM MASTER INTERMEDIATE INCOME TRUST | 03 Sep 2024 | 0 | $0 | 3 | EVP of Advisor | 03 Sep 2024, 10:09 |
| PMM | PUTNAM MANAGED MUNICIPAL INCOME TRUST | 03 Sep 2024 | 0 | $0 | 3 | EVP of Advisor | 03 Sep 2024, 10:07 |
| /report/000200860224000033-tollette-wylie-2024-08-13 | Franklin Lexington Private Markets Fund | 13 Aug 2024 | 0 | $0 | 3 | EVP of Sub-Advisor | 23 Aug 2024, 11:43 |