person · Reporting owner
Mason Peter Daniel Charles
Disclosed activity across 23 companies
Sign in to followReported relationships
Latest disclosed role at each company.
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.
BrandywineGLOBAL-Global Income Opportunities Fund Inc
Report date September 04, 2025 · Filed September 05, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,305 |
Reported balance
After 2025-09-04 transaction · row 1
1 source rowRow 1 · 2025-09-04 · Purchase · Acquired 2,305 · Balance 2,305 |
Clarion Partners Real Estate Income Fund Inc.
Report date November 15, 2024 · Filed November 22, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2024-11-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
ClearBridge Energy Midstream Opportunity Fund Inc.
Report date November 15, 2024 · Filed November 22, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2024-11-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
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, KAMERICK EILEEN A, Kumar Nisha, 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, KAMERICK EILEEN A, Kumar Nisha, 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, KAMERICK EILEEN A, 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, KAMERICK EILEEN A, 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 November 15, 2024 · Filed November 22, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2024-11-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
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 July 14, 2025 · Filed July 15, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,580 |
Reported balance
After 2025-07-14 transaction · row 1
1 source rowRow 1 · 2025-07-14 · Purchase · Acquired 2,580 · Balance 2,580 |
WESTERN ASSET EMERGING MARKETS DEBT FUND INC.
Report date November 15, 2024 · Filed November 22, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2024-11-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
WESTERN ASSET GLOBAL CORPORATE OPPORTUNITY FUND INC.
Report date November 15, 2024 · Filed November 22, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2024-11-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
WESTERN ASSET GLOBAL HIGH INCOME FUND INC.
Report date November 15, 2024 · Filed November 22, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2024-11-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
WESTERN ASSET HIGH INCOME FUND II INC.
Report date November 15, 2024 · Filed November 22, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2024-11-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC.
Report date July 14, 2025 · Filed July 15, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,000 |
Reported balance
After 2025-07-14 transaction · row 1
1 source rowRow 1 · 2025-07-14 · Purchase · Acquired 10,000 · Balance 10,000 |
WESTERN ASSET INTERMEDIATE MUNI FUND INC.
Report date November 15, 2024 · Filed November 22, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2024-11-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
WESTERN ASSET MANAGED MUNICIPALS FUND INC.
Report date November 15, 2024 · Filed November 22, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2024-11-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
WESTERN ASSET MUNICIPAL HIGH INCOME FUND INC.
Report date November 15, 2024 · Filed November 22, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2024-11-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Western Asset Diversified Income Fund (WDI)
Report date November 15, 2024 · Filed November 22, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2024-11-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Western Asset High Yield Opportunity Fund Inc.
Report date November 15, 2024 · Filed November 22, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2024-11-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Western Asset Investment Grade Opportunity Trust Inc.
Report date November 15, 2024 · Filed November 22, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2024-11-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Western Asset Mortgage Opportunity Fund Inc.
Report date November 15, 2024 · Filed November 22, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2024-11-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
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 04, 2025 Filed Sep 5, 2025 12:52 UTC | BrandywineGLOBAL-Global Income Opportunities Fund Inc BWG · Entity 8987 | PurchaseCommon Stock | 2,305 | $8.68 | $19,998.87 |
DisclosureSEC source: 0000914851-25-000196 · wk-form4_1757091130.xml · nonDerivative · entry 1 Mason Peter Daniel Charles · CIK 0002045505 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,305 Read SEC document |
| July 14, 2025 Filed Jul 15, 2025 21:04 UTC | WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC. HIO · Entity 8845 | PurchaseCommon Stock | 10,000 | $4.02 | $40,183.00 |
DisclosureSEC source: 0000914851-25-000114 · wk-form4_1752613442.xml · nonDerivative · entry 1 Mason Peter Daniel Charles · CIK 0002045505 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Read SEC document |
| July 14, 2025 Filed Jul 15, 2025 16:57 UTC | LMP CAPITAL & INCOME FUND INC. SCD · Entity 5762 | PurchaseCommon Stock | 2,580 | $15.59 | $40,221.17 |
DisclosureSEC source: 0000914851-25-000112 · wk-form4_1752613060.xml · nonDerivative · entry 1 Mason Peter Daniel Charles · CIK 0002045505 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,580 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.