Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Lord Abbett Corporate Opportunities FundLASAX · Entity 43835 | Portfolio Manager | April 18, 2024 | April 19, 2024 |
| Lord Abbett Credit Opportunities FundLCRDX · Entity 9859 | Portfolio Manager | April 03, 2025 | April 07, 2025 |
| Lord Abbett Floating Rate High Income FundLFHAX · Entity 88965 | Portfolio Manager | January 04, 2023 | January 06, 2023 |
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.
Lord Abbett Corporate Opportunities Fund
Report date April 18, 2024 · Filed April 19, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 2,693.966 |
Reported balance
After 2024-04-18 transaction · row 1
1 source rowRow 1 · 2024-04-18 · Grant · Acquired 2,693.966 · Balance 2,693.966 |
Lord Abbett Credit Opportunities Fund
Report date April 03, 2025 · Filed April 07, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 17,496.047 |
Ending reported balance
After 2025-04-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-04-03 · Purchase · Acquired 143.783 · Balance 13,823.983 Row 2 · 2025-04-03 · Purchase · Acquired 3,672.064 · Balance 17,496.047 |
Lord Abbett Floating Rate High Income Fund
Report date January 04, 2023 · Filed January 06, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 2,500 |
Reported balance
After 2023-01-04 transaction · row 1
1 source rowRow 1 · 2023-01-04 · Purchase · Acquired 2,500 · Balance 2,500 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Lord Abbett Flexible Income Fund
Report date May 12, 2025 · Filed May 13, 2025
Section 16 reporting ended · disclosed 2025-05-13. 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.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 03, 2025 Filed Apr 7, 2025 19:27 UTC | Lord Abbett Credit Opportunities Fund LCRDX · Entity 9859 | PurchaseCommon Shares | 3,672.064 | $8.59 | $31,543.03 |
DisclosureSEC source: 0000930413-25-001185 · ownership.xml · nonDerivative · entry 2 Kang Eric P · CIK 0001861257 · Portfolio Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,496.047 Read SEC document |
| April 03, 2025 Filed Apr 7, 2025 19:27 UTC | Lord Abbett Credit Opportunities Fund LCRDX · Entity 9859 | PurchaseCommon Shares | 143.783 | $8.59 | $1,235.10 |
DisclosureSEC source: 0000930413-25-001185 · ownership.xml · nonDerivative · entry 1 Kang Eric P · CIK 0001861257 · Portfolio Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,823.983 Read SEC document |
| March 11, 2025 Filed Mar 12, 2025 17:10 UTC | Lord Abbett Credit Opportunities Fund LCRDX · Entity 9859 | PurchaseCommon Shares | 2,821.67 | $8.86 | $25,000.00 |
DisclosureSEC source: 0000930413-25-000928 · ownership.xml · nonDerivative · entry 1 Kang Eric P · CIK 0001861257 · Portfolio Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,579.508 Read SEC document |
| February 18, 2025 Filed Feb 19, 2025 23:56 UTC | Lord Abbett Flexible Income Fund LLIAX · Entity 43849 | PurchaseCommon Shares | 10,000 | $10.00 | $100,000.00 |
DisclosureSEC source: 0000930413-25-000624 · ownership.xml · nonDerivative · entry 1 Kang Eric P · CIK 0001861257 · Portfolio Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Read SEC document |
| April 18, 2024 Filed Apr 19, 2024 15:21 UTC | Lord Abbett Corporate Opportunities Fund LASAX · Entity 43835 | GrantCommon Shares | 2,693.966 | $9.28 | $25,000.00 |
DisclosureSEC source: 0000930413-24-001317 · ownership.xml · nonDerivative · entry 1 Kang Eric P · CIK 0001861257 · Portfolio Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,693.966 Read SEC document |
| April 18, 2024 Filed Apr 19, 2024 15:19 UTC | Lord Abbett Credit Opportunities Fund LCRDX · Entity 9859 | GrantCommon Shares | 2,821.67 | $8.86 | $25,000.00 |
DisclosureSEC source: 0000930413-24-001316 · ownership.xml · nonDerivative · entry 1 Kang Eric P · CIK 0001861257 · Portfolio Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,882.547 Read SEC document |
| January 04, 2023 Filed Jan 6, 2023 11:11 UTC | Lord Abbett Floating Rate High Income Fund LFHAX · Entity 88965 | PurchaseCommon Shares | 2,500 | $10.00 | $25,000.00 |
DisclosureSEC source: 0000930413-23-000024 · ownership.xml · nonDerivative · entry 1 Kang Eric P · CIK 0001861257 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Read SEC document |
| December 22, 2022 Filed Dec 23, 2022 15:02 UTC | Lord Abbett Credit Opportunities Fund LCRDX · Entity 9859 | PurchaseCommon Shares | 6,235.828 | $8.82 | $55,000.00 |
DisclosureSEC source: 0000930413-22-002161 · ownership.xml · nonDerivative · entry 1 Kang Eric P · CIK 0001861257 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,235.828 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.