| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Co-cio/ Subadviser
1 company
Buchanan Michael Carlton serves as a Co-cio/ Subadviser at WDI. Across recent SEC filings that breaks down to 1 buy and 0 sells. Those positions are worth an estimated $238K at current prices.
The biggest single holding is WDI (~$238K) as Co-cio/ Subadviser. Net of sales, the recent Form 4 record there shows accumulation of 5,000 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 24, 2026 | WDI Western Asset Diversified Income Fund | Co-cio/ Subadviser | Buy | 5,000 | $11.88 | $59,415.00 | +33.3% | - | - |