Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| FRANKLIN RESOURCES INC | 186,159 | reported | 04 Nov 2025 | tx 7+215,338−29,179 |
| REAL ESTATE INCOME FUND INC | 7,000 | reported | 13 Oct 2014 | tx 1+7,000 |
| CLEARBRIDGE AMERICAN ENERGY MLP FUND INC. | 0 | reported | 08 Dec 2017 | tx 2+3,000−3,000 |
| ClearBridge Energy Midstream Opportunity Fund Inc. | 0 | reported | 13 Nov 2020 | tx 2+3,000−600 |
| LMP CAPITAL & INCOME FUND INC. | 0 | reported | 31 Dec 2018 | tx 4+3,029−3,029 |
| ClearBridge Energy MLP Fund Inc. | 0 | reported | 12 Dec 2018 | tx 4+3,500−6,478.64 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 04 Nov 2025 | GRANT_AWARD | FRANKLIN RESOURCES INC | 46,730 | 22.59 USD | |
| 31 Aug 2025 | TAX_WITHHOLDING | FRANKLIN RESOURCES INC | 19,214 | 25.66 USD | |
| 05 Nov 2024 | GRANT_AWARD | FRANKLIN RESOURCES INC | 59,458 | 20.95 USD | |
| 31 Aug 2024 | TAX_WITHHOLDING | FRANKLIN RESOURCES INC | 7,039 | 20.24 USD | |
| 02 Nov 2023 | GRANT_AWARD | FRANKLIN RESOURCES INC | 67,501 | 23.53 USD | |
| 31 Aug 2023 | TAX_WITHHOLDING | FRANKLIN RESOURCES INC | 2,926 | 26.74 USD | |
| 03 Nov 2022 | GRANT_AWARD | FRANKLIN RESOURCES INC | 41,649 | 22.42 USD | |
| 13 Nov 2020 | SALE | ClearBridge Energy Midstream Opportunity Fund Inc. | 600 | 11.11 USD | |
| 31 Dec 2018 | SALE | LMP CAPITAL & INCOME FUND INC. | 3,029 | 10.66 USD | |
| 12 Dec 2018 | SALE | ClearBridge Energy MLP Fund Inc. | 6,478.64 | 11.39 USD | |
| 08 Dec 2017 | PURCHASE | ClearBridge Energy Midstream Opportunity Fund Inc. | 3,000 | 10.86 USD | first after silence |
| 08 Dec 2017 | SALE | CLEARBRIDGE AMERICAN ENERGY MLP FUND INC. | 3,000 | 7.81 USD | |
| 13 Oct 2014 | PURCHASE | REAL ESTATE INCOME FUND INC | 7,000 | 11.35 USD | first after silence |
| 05 Sept 2013 | PURCHASE | CLEARBRIDGE AMERICAN ENERGY MLP FUND INC. | 3,000 | 18.74 USD | first after silence |
| 08 Jun 2011 | PURCHASE | ClearBridge Energy MLP Fund Inc. | 1,000 | 21.21 USD | |
| 19 Aug 2010 | PURCHASE | ClearBridge Energy MLP Fund Inc. | 1,000 | 20.25 USD | |
| 25 Jun 2010 | PURCHASE | ClearBridge Energy MLP Fund Inc. | 1,500 | 20.05 USD | first after silence |
| 27 Jul 2007 | PURCHASE | LMP CAPITAL & INCOME FUND INC. | 1,000 | 19.62 USD | |
| 25 Jun 2007 | PURCHASE | LMP CAPITAL & INCOME FUND INC. | 529 | 20.25 USD | |
| 21 May 2007 | PURCHASE | LMP CAPITAL & INCOME FUND INC. | 1,500 | 20.72 USD |
4 purchases reported after at least 12 months of silence — most recent on 08 Dec 2017.