Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (9)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Saba Capital Income & Opportunities Fund
Report date February 28, 2020 · Filed March 02, 2020
Jointly reported with VINCENT ROGER B
Section 16 reporting ended · disclosed 2020-03-02. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
VOYA CREDIT INCOME FUND
Report date February 28, 2020 · Filed March 02, 2020
Jointly reported with VINCENT ROGER B
Section 16 reporting ended · disclosed 2020-03-02. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Voya Asia Pacific High Dividend Equity Income Fund
Report date February 28, 2020 · Filed March 02, 2020
Jointly reported with VINCENT ROGER B
Section 16 reporting ended · disclosed 2020-03-02. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Voya Emerging Markets High Dividend Equity Fund
Report date February 28, 2020 · Filed March 02, 2020
Jointly reported with VINCENT ROGER B
Section 16 reporting ended · disclosed 2020-03-02. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND
Report date February 28, 2020 · Filed March 02, 2020
Jointly reported with VINCENT ROGER B
Section 16 reporting ended · disclosed 2020-03-02. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Voya Global Advantage & Premium Opportunity Fund
Report date February 28, 2020 · Filed March 02, 2020
Jointly reported with VINCENT ROGER B
Section 16 reporting ended · disclosed 2020-03-02. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Voya Infrastructure, Industrials & Materials Fund
Report date February 28, 2020 · Filed March 02, 2020
Jointly reported with VINCENT ROGER B
Section 16 reporting ended · disclosed 2020-03-02. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Voya International High Dividend Equity Income Fund
Report date February 28, 2020 · Filed March 02, 2020
Jointly reported with VINCENT ROGER B
Section 16 reporting ended · disclosed 2020-03-02. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Voya Natural Resources Equity Income Fund
Report date February 28, 2020 · Filed March 02, 2020
Jointly reported with VINCENT ROGER B
Section 16 reporting ended · disclosed 2020-03-02. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
No transactions match
Try broader filters. Historical coverage is still being backfilled.
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.