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Insider Information:   Gerken R Jay
Relationship:   Director
City:   New York
State:   NY
   
Insider Summary:
  
   
Companies Owned :   9    
Direct Shares   63,186    

Indirect Shares

   0      
Direct Value   $1,127,511    

Indirect Value

   $0      
Total Shares   63,186      
Total Value   $1,127,511      


Western Asset Municipal Partners Fund Inc $68,199 Western Asset High Income Opportunity Fund Inc $17,654 Western Asset Claymore Us Treasury Inflation Pro Sec Fund 2 $17,060 Western Asset Claymore Us Treasury Inflation Pro Secu Fund $15,980 Western Asset Municipal Defined Opportunity Trust Inc. $2,119 Western Asset Mortgage Defined Opportunity Fund Inc. $23,820 Clearbridge Energy Mlp Fund Inc. $47,850 Clearbridge Energy Mlp Total Return Fund Inc. $42,875 Associated Banc-Corp $891,955 Western Asset Municipal Partners Fund Inc $68,199 Western Asset High Income Opportunity Fund Inc $17,654 Western Asset Claymore Us Treasury Inflation Pro Sec Fund 2 $17,060 Western Asset Claymore Us Treasury Inflation Pro Secu Fund $15,980 Western Asset Municipal Defined Opportunity Trust Inc. $2,119 Western Asset Mortgage Defined Opportunity Fund Inc. $23,820 Clearbridge Energy Mlp Fund Inc. $47,850 Clearbridge Energy Mlp Total Return Fund Inc. $42,875 Associated Banc-Corp $891,955
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    2   
    0    

     Stock price went up :
    2   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   2.0   
   0.0   
     Percentage Gain/Loss :
   28.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Western Asset Municipal Partners... MNP President and CEO, Dir... 2009-03-31 6,446 2003-11-12 0    Premium*  
            Western Asset High Income Opport... HIO President and CEO, Dir... 2008-11-21 4,658 2004-02-25 0    Premium*  
            Western Asset Claymore Us Treasu... WIW Trustee, Director 2008-07-11 2,000 2008-07-11 0    Premium*  
            Western Asset Claymore Us Treasu... WIA Trustee, Director 2008-07-11 2,000 2008-07-11 0    Premium*  
            Western Asset Municipal Defined ... MTT Chairman, CEO and Pres... 2009-03-26 100 2009-03-26 0    Premium*  
            Western Asset Mortgage Defined O... DMO CEO & Pres., CEO & Pre... 2010-06-23 2,000 2010-06-23 0    Premium*  
            Clearbridge Energy Mlp Fund Inc. CEM Pres., CEO & Chairman,... 2010-06-24 1,000 2010-06-24 0    Premium*  
            Clearbridge Energy Mlp Total Ret... CTR CEO, Pres. & Chairman,... 2012-06-26 1,000 2012-06-26 0    Premium*  
            Associated Banc-Corp ASBC Director 2024-03-15 43,982 2014-10-28 0    Premium*  
* Premium Members only  

Records found :    92         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 4
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
MNP Western Asset Municipal P... Director   –       •      –    2003-11-12 4 B $13.57 $1,357 D/D 100 2,000 2.31 -
MNP Western Asset Municipal P... Director   –       •      –    2003-11-12 4 B $13.62 $19,068 D/D 1,400 2,000 2.39 -
WEA Western Asset Premier Bon... President   •       •      –    2007-09-20 4 B $14.46 $28,920 D/D 2,000 2,000 2.81 -
GDF Western Asset Global Part... Director   –       •      –    2003-11-12 4 B $14.50 $7,250 D/D 500 1,000 2.39 -
ASBC Associated Banc-Corp Director   •       •      –    2020-06-15 4 A $14.65 $6,094 D/D 416 36,487 0 -
EHI Western Asset Global High... Director   –       •      –    2003-07-31 4 B $15.00 $15,000 D/D 1,000 1,000 2.39 -
TLI Western Asset Corporate L... Director   –       •      –    2004-02-25 4 B $15.27 $7,635 D/D 500 1,060 2.39 -
EDF Citigrp Fdng Eqty Intel Director   –       •      –    2003-11-12 4 B $15.89 $7,945 D/D 500 1,000 2.39 -
ASBC Associated Banc-Corp Director   •       •      –    2023-05-02 4 B $16.07 $48,207 D/D 3,000 42,036 2.39 %
SBW Western Asset Worldwide I... Director   –       •      –    2003-11-12 4 B $16.24 $1,624 D/D 100 1,000 2.31 -
SBW Western Asset Worldwide I... Director   –       •      –    2003-11-12 4 B $16.25 $6,500 D/D 400 1,000 2.39 -
ASBC Associated Banc-Corp Director   •       •      –    2020-12-15 4 A $16.79 $6,229 D/D 371 37,322 0 -
ASBC Associated Banc-Corp Director   •       •      –    2015-02-02 4 A $16.81 $99,986 D/D 5,948 11,830 0 -
ASBC Associated Banc-Corp Director   •       •      –    2016-02-01 4 A $17.38 $100,005 D/D 5,754 17,792 0 -
ASBC Associated Banc-Corp Director   •       •      –    2016-06-15 4 A $17.50 $1,733 D/D 99 17,984 0 -
ASBC Associated Banc-Corp Director   •       •      –    2023-09-15 4/A A $17.66 $7,823 D/D 443 42,927 0 -
ASBC Associated Banc-Corp Director   •       •      –    2023-09-15 4 A $17.66 $7,823 D/D 443 42,994 0 -
ASBC Associated Banc-Corp Director   •       •      –    2014-12-15 4 A $17.85 $375 D/D 21 5,882 0 -
EMD Western Asset Emerging Ma... Director   –       •      –    2003-11-12 4 B $18.00 $9,000 D/D 500 1,000 2.39 -
ASBC Associated Banc-Corp Director   •       •      –    2021-02-01 4 A $18.06 $119,991 D/D 6,644 43,966 0 -
ASBC Associated Banc-Corp Director   •       •      –    2014-10-28 4 A $18.13 $70,000 D/D 3,861 5,861 0 -
ASBC Associated Banc-Corp Director   •       •      –    2016-03-15 4 A $18.30 $1,702 D/D 93 17,885 0 -
ASBC Associated Banc-Corp Director   •       •      –    2015-09-15 4 A $18.59 $985 D/D 53 11,982 0 -
ASBC Associated Banc-Corp Director   •       •      –    2015-03-16 4 A $18.94 $966 D/D 51 11,881 0 -
ASBC Associated Banc-Corp Director   •       •      –    2022-06-15 4 A $19.06 $6,976 D/D 366 37,545 0 -
  92  Records found
  1   2  3   4      
  Page 2 of 4  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed
 
 
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