Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ACV Auctions Inc.ACVA · Entity 4862 | Director | May 27, 2026 | May 29, 2026 |
| ASSOCIATED BANC-CORPASB · Entity 2747 | Director | September 15, 2026 | September 17, 2026 |
| BrandywineGLOBAL-Global Income Opportunities Fund IncBWG · Entity 8987 | Director | December 22, 2016 | December 22, 2016 |
| Clarion Partners Real Estate Income Fund Inc.N/A · Entity 29238 | Director | December 19, 2023 | December 20, 2023 |
| ClearBridge MLP & Midstream Fund Inc.CEM · Entity 87611 | Director | September 16, 2016 | September 19, 2016 |
| FRANKLIN MANAGED MUNICIPAL INCOME TRUSTPMM · Entity 6073 | Director | April 25, 2025 | April 29, 2025 |
| FRANKLIN MASTER INTERMEDIATE INCOME TRUSTPIM · Entity 6513 | Director | April 25, 2025 | April 29, 2025 |
| FRANKLIN MUNICIPAL OPPORTUNITIES TRUSTPMO · Entity 8843 | Director | April 25, 2025 | April 29, 2025 |
| FRANKLIN PREMIER INCOME TRUSTPPT · Entity 8823 | Director | April 25, 2025 | April 29, 2025 |
| Franklin BSP Lending FundN/A · Entity 54117 | Director | August 07, 2025 | August 13, 2025 |
| Franklin Lexington Private Markets FundN/A · Entity 40571 | Director | August 13, 2024 | August 16, 2024 |
| Franklin Lexington Venture & Growth FundN/A · Entity 182978 | Director | September 04, 2026 | September 14, 2026 |
| LMP CAPITAL & INCOME FUND INC.SCD · Entity 5762 | Director | December 20, 2022 | December 21, 2022 |
| WESTERN ASSET EMERGING MARKETS INCOME FUND INC.EMD · Entity 181796 | Director | February 01, 2013 | October 04, 2016 |
| WESTERN ASSET GLOBAL CORPORATE OPPORTUNITY FUND INC.GDO · Entity 8976 | Director | December 28, 2020 | December 28, 2020 |
| WESTERN ASSET GLOBAL HIGH INCOME FUND INC.EHI · Entity 6422 | Director | September 16, 2016 | September 19, 2016 |
| WESTERN ASSET HIGH INCOME FUND II INC.HIX · Entity 5780 | Director | December 28, 2020 | December 28, 2020 |
| WESTERN ASSET INTERMEDIATE MUNI FUND INC.SBI · Entity 6725 | Director | January 09, 2019 | January 10, 2019 |
| WESTERN ASSET MUNICIPAL PARTNERS FUND INC.MNP · Entity 11469 | Director | September 16, 2016 | September 19, 2016 |
| Western Asset Diversified Income Fund (WDI)WDI · Entity 5266 | Director | June 24, 2021 | June 29, 2021 |
| Western Asset Investment Grade Opportunity Trust Inc.IGI · Entity 6789 | Director | December 20, 2022 | December 21, 2022 |
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.
ACV Auctions Inc.
Report date May 27, 2026 · Filed May 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,368 |
Reported balance
After 2026-05-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-27 · Grant · Acquired 27,500 · Balance 37,368 F1: The company's stock previously referred to as Class A Common Stock is now referred to as Common Stock following changes made to the company's articles of incorporation in 2025. There was no change to any rights related to the stock. F2: Represents a restricted stock unit ("RSU") award. The RSUs will vest on the first anniversary of the grant date, provided that the RSUs shall become fully vested as of the day immediately preceding the next Annual Meeting if such date is sooner than first anniversary of the grant date. Vesting of the RSUs is subject in all cases to the Reporting Person's continuous services through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The company's stock previously referred to as Class A Common Stock is now referred to as Common Stock following changes made to the company's articles of incorporation in 2025. There was no change to any rights related to the stock.
F2: Represents a restricted stock unit ("RSU") award. The RSUs will vest on the first anniversary of the grant date, provided that the RSUs shall become fully vested as of the day immediately preceding the next Annual Meeting if such date is sooner than first anniversary of the grant date. Vesting of the RSUs is subject in all cases to the Reporting Person's continuous services through the applicable vesting date.
ASSOCIATED BANC-CORP
Report date September 15, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock $0.01 Par ValueSEC Table I · non-derivative | Direct | 50,499 |
Ending reported balance
After 2026-09-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-15 · Grant · Acquired 345 · Balance 50,463 F1: Fully vested dividend equivalents received on restricted stock units payable solely in shares of common stock following the date the Insider ceases serving as a director. Row 2 · 2026-09-15 · Grant · Acquired 36 · Balance 50,499 F2: Dividend equivalent units, which vest on the first anniversary of the grant of the restricted stock units to which they relate, are payable solely in shares of common stock upon vesting (subject to deferral if so elected by the Insider). |
| Phantom Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 31,657.621 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 31,657.621 F3: Stock units are 100% vested at the time of the acquisition. F4: Phantom stock units will remain in Insider's nonqualified benefit plan until such plan account balance is distributed pursuant to Insider's distribution election(s) on file. |
Filing footnotes · ownership attribution and instrument terms
F1: Fully vested dividend equivalents received on restricted stock units payable solely in shares of common stock following the date the Insider ceases serving as a director.
F2: Dividend equivalent units, which vest on the first anniversary of the grant of the restricted stock units to which they relate, are payable solely in shares of common stock upon vesting (subject to deferral if so elected by the Insider).
F3: Stock units are 100% vested at the time of the acquisition.
F4: Phantom stock units will remain in Insider's nonqualified benefit plan until such plan account balance is distributed pursuant to Insider's distribution election(s) on file.
BrandywineGLOBAL-Global Income Opportunities Fund Inc
Report date December 22, 2016 · Filed December 22, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,000 |
Reported balance
After 2016-12-22 transaction · row 1
1 source rowRow 1 · 2016-12-22 · Purchase · Acquired 1,000 · Balance 1,000 F1: The price reported in column 4 is a weighted average. These shares were purchased in multiple transactions at prices ranging from $11.6000 to $11.6022 inclusive. Ms. Kamerick undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission upon request full information regarding the number of shares purchased at each separate price within the range set forth above. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in column 4 is a weighted average. These shares were purchased in multiple transactions at prices ranging from $11.6000 to $11.6022 inclusive. Ms. Kamerick undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission upon request full information regarding the number of shares purchased at each separate price within the range set forth above.
Clarion Partners Real Estate Income Fund Inc.
Report date December 19, 2023 · Filed December 20, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,358.52 |
Reported balance
After 2023-12-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-12-19 · Purchase · Acquired 3,358.52 · Balance 3,358.52 F1: Class S Shares |
Filing footnotes · ownership attribution and instrument terms
F1: Class S Shares
ClearBridge MLP & Midstream Fund Inc.
Report date September 16, 2016 · Filed September 19, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,382 |
Reported balance
After 2016-09-16 transaction · row 1
1 source rowRow 1 · 2016-09-16 · Purchase · Acquired 1,382 · Balance 1,382 |
FRANKLIN MANAGED MUNICIPAL INCOME TRUST
Report date April 25, 2025 · Filed April 29, 2025
Jointly reported with Agdern Robert D, COLMAN CAROL L, GRILLO ANTHONY, Kumar Nisha, Mason Peter Daniel Charles, Sale Hillary A
This filing explicitly reported no securities owned.
FRANKLIN MASTER INTERMEDIATE INCOME TRUST
Report date April 25, 2025 · Filed April 29, 2025
Jointly reported with Agdern Robert D, COLMAN CAROL L, GRILLO ANTHONY, Kumar Nisha, Mason Peter Daniel Charles, Sale Hillary A
This filing explicitly reported no securities owned.
FRANKLIN MUNICIPAL OPPORTUNITIES TRUST
Report date April 25, 2025 · Filed April 29, 2025
Jointly reported with Agdern Robert D, COLMAN CAROL L, GRILLO ANTHONY, Mason Peter Daniel Charles, Kumar Nisha, Sale Hillary A
This filing explicitly reported no securities owned.
FRANKLIN PREMIER INCOME TRUST
Report date April 25, 2025 · Filed April 29, 2025
Jointly reported with Agdern Robert D, COLMAN CAROL L, GRILLO ANTHONY, Mason Peter Daniel Charles, Kumar Nisha, Sale Hillary A
This filing explicitly reported no securities owned.
Franklin BSP Lending Fund
Report date August 07, 2025 · Filed August 13, 2025
This filing explicitly reported no securities owned.
Franklin Lexington Private Markets Fund
Report date August 13, 2024 · Filed August 16, 2024
This filing explicitly reported no securities owned.
Franklin Lexington Venture & Growth Fund
Report date September 04, 2026 · Filed September 14, 2026
This filing explicitly reported no securities owned.
LMP CAPITAL & INCOME FUND INC.
Report date December 20, 2022 · Filed December 21, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,253 |
Reported balance
After 2022-12-20 transaction · row 1
1 source rowRow 1 · 2022-12-20 · Purchase · Acquired 1,670 · Balance 3,253 |
WESTERN ASSET EMERGING MARKETS INCOME FUND INC.
Report date February 01, 2013 · Filed October 04, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2013-02-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 F1: The Reporting Person does not beneficially own any securities of the issuer, directly or indirectly. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person does not beneficially own any securities of the issuer, directly or indirectly.
WESTERN ASSET GLOBAL CORPORATE OPPORTUNITY FUND INC.
Report date December 28, 2020 · Filed December 28, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 400 |
Reported balance
After 2020-12-28 transaction · row 1
1 source rowRow 1 · 2020-12-28 · Purchase · Acquired 400 · Balance 400 |
WESTERN ASSET GLOBAL HIGH INCOME FUND INC.
Report date September 16, 2016 · Filed September 19, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,125 |
Reported balance
After 2016-09-16 transaction · row 1
1 source rowRow 1 · 2016-09-16 · Purchase · Acquired 2,125 · Balance 2,125 |
WESTERN ASSET HIGH INCOME FUND II INC.
Report date December 28, 2020 · Filed December 28, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,200 |
Reported balance
After 2020-12-28 transaction · row 1
1 source rowRow 1 · 2020-12-28 · Purchase · Acquired 1,200 · Balance 1,200 F1: The price reported in column 4 is a weighted average. These shares were purchased in multiple transactions at prices ranging from $6.83 to $6.84 inclusive. Ms. Kamerick undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission upon request full information regarding the number of shares purchased at each separate price within the range set forth above. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in column 4 is a weighted average. These shares were purchased in multiple transactions at prices ranging from $6.83 to $6.84 inclusive. Ms. Kamerick undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission upon request full information regarding the number of shares purchased at each separate price within the range set forth above.
WESTERN ASSET INTERMEDIATE MUNI FUND INC.
Report date January 09, 2019 · Filed January 10, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-01-09 transaction · row 1
1 source rowRow 1 · 2019-01-09 · Sale · Disposed 1,000 · Balance 0 |
WESTERN ASSET MUNICIPAL PARTNERS FUND INC.
Report date September 16, 2016 · Filed September 19, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,259 |
Reported balance
After 2016-09-16 transaction · row 1
1 source rowRow 1 · 2016-09-16 · Purchase · Acquired 1,259 · Balance 1,259 F1: The price reported in column 1 is a weighted average. These shares were purchased in multiple transactions at prices ranging from $16.8400 to $16.8900 inclusive. Ms. Kamerick undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission upon request full information regarding the number of shares purchased at each separate price within the range set forth above. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in column 1 is a weighted average. These shares were purchased in multiple transactions at prices ranging from $16.8400 to $16.8900 inclusive. Ms. Kamerick undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission upon request full information regarding the number of shares purchased at each separate price within the range set forth above.
Western Asset Diversified Income Fund (WDI)
Report date June 24, 2021 · Filed June 29, 2021
This filing explicitly reported no securities owned.
Western Asset Investment Grade Opportunity Trust Inc.
Report date December 20, 2022 · Filed December 21, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,210 |
Reported balance
After 2022-12-20 transaction · row 1
1 source rowRow 1 · 2022-12-20 · Purchase · Acquired 1,210 · Balance 1,210 |
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.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 15, 2016 Filed Sep 16, 2016 20:51 UTC | ASSOCIATED BANC-CORP ASB · Entity 2747 | GrantCommon Stock $0.01 Par Value | 120 | $19.47 | $2,336.40 |
DisclosureSEC source: 0001127602-16-062710 · form4.xml · nonDerivative · entry 1 KAMERICK EILEEN A · CIK 0001044530 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,315 F1 · kind: Dividend equivalents will become fully vested on the fourth anniversary of the grant of the restricted stock units they have been paid on. They are payable solely in shares of common stock following the date the Insider ceases serving as a director. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.