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Insider Information:   Gerken R Jay
Relationship:   Director
City:   New York
State:   NY
   
Insider Summary:
  
   
Companies Owned :   9    
Direct Shares   64,008    

Indirect Shares

   0      
Direct Value   $1,307,619    

Indirect Value

   $0      
Total Shares   64,008      
Total Value   $1,307,619      


Western Asset Municipal Partners Fund Inc $68,199 Western Asset High Income Opportunity Fund Inc $18,399 Western Asset Claymore Us Treasury Inflation Pro Sec Fund 2 $17,440 Western Asset Claymore Us Treasury Inflation Pro Secu Fund $16,560 Western Asset Municipal Defined Opportunity Trust Inc. $2,119 Western Asset Mortgage Defined Opportunity Fund Inc. $23,820 Clearbridge Energy Mlp Fund Inc. $44,640 Clearbridge Energy Mlp Total Return Fund Inc. $40,250 Associated Banc-Corp $1,076,192 Western Asset Municipal Partners Fund Inc $68,199 Western Asset High Income Opportunity Fund Inc $18,399 Western Asset Claymore Us Treasury Inflation Pro Sec Fund 2 $17,440 Western Asset Claymore Us Treasury Inflation Pro Secu Fund $16,560 Western Asset Municipal Defined Opportunity Trust Inc. $2,119 Western Asset Mortgage Defined Opportunity Fund Inc. $23,820 Clearbridge Energy Mlp Fund Inc. $44,640 Clearbridge Energy Mlp Total Return Fund Inc. $40,250 Associated Banc-Corp $1,076,192
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    1   
    0    

     Stock price went up :
    1   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   1.0   
   0.0   
     Percentage Gain/Loss :
   31.5%
   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 2024-09-16 44,804 2014-10-28 0    Premium*  
* Premium Members only  

Records found :    94         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 4
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
EHI Western Asset Global High... Director   –       •      –    2003-07-31 4 B $15.00 $15,000 D/D 1,000 1,000 2.39 -
HIX Western Asset High Income... Director   –       •      –    2003-11-12 4 B $12.57 $6,285 D/D 500 1,118 2.39 -
EMD Western Asset Emerging Ma... Director   –       •      –    2003-11-12 4 B $18.00 $9,000 D/D 500 1,000 2.39 -
EDF Citigrp Fdng Eqty Intel Director   –       •      –    2003-11-12 4 B $15.89 $7,945 D/D 500 1,000 2.39 -
EFL Eaton Vance Floating Rate... Director   –       •      –    2003-11-12 4 B $13.09 $6,545 D/D 500 1,000 2.39 -
GDF Western Asset Global Part... Director   –       •      –    2003-11-12 4 B $14.50 $7,250 D/D 500 1,000 2.39 -
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 -
MPT Western Asset Municipal P... Director   –       •      –    2003-11-12 4 B $13.31 $10,648 D/D 800 2,000 2.39 -
SBW Western Asset Worldwide I... Director   –       •      –    2003-11-12 4 B $16.25 $6,500 D/D 400 1,000 2.39 -
SBW Western Asset Worldwide I... Director   –       •      –    2003-11-12 4 B $16.24 $1,624 D/D 100 1,000 2.31 -
HIF Western Asset High Income... Director   –       •      –    2003-11-12 4 B $11.87 $5,935 D/D 500 1,118 2.39 -
MPT Western Asset Municipal P... Director   –       •      –    2003-11-12 4 B $13.32 $9,324 D/D 700 2,000 2.39 -
ESD Western Asset Emerging Ma... Director   –       •      –    2003-12-04 4 B $20.00 $20,000 D/D 1,000 1,000 2.39 -
HIO Western Asset High Income... Director   –       •      –    2004-02-25 4 B $7.24 $3,620 D/D 500 1,107 2.31 -
SBI Western Asset Intermediat... Director   –       •      –    2004-02-25 4 B $10.37 $15,555 D/D 1,500 2,000 2.39 -
MHF Western Asset Municipal H... Director   –       •      –    2004-02-25 4 B $7.86 $3,930 D/D 500 1,074 2.31 -
MMU Western Asset Managed Mun... Director   –       •      –    2004-02-25 4 B $11.72 $17,580 D/D 1,500 2,052 2.39 -
TLI Western Asset Corporate L... Director   –       •      –    2004-02-25 4 B $15.27 $7,635 D/D 500 1,060 2.39 -
MHY Western Asset Managed Hig... Director   –       •      –    2004-02-25 4 B $6.96 $3,480 D/D 500 1,107 2.31 -
SBF Morgan Stanley 10 Srmtn Chairman & Chief Exec.Officer   •       •      –    2004-05-11 4 B $11.70 $5,850 D/D 500 1,000 2.81 -
PAI Western Asset Inc Fund President   •       •      –    2007-09-20 4 B $28.27 $56,534 D/D 2,000 2,000 2.81 -
WEA Western Asset Premier Bon... President   •       •      –    2007-09-20 4 B $14.46 $28,920 D/D 2,000 2,000 2.81 -
WIW Western Asset Claymore Us... Trustee   –       •      –    2008-07-11 4 B $12.45 $24,896 D/D 2,000 2,000 2.39 -
WIA Western Asset Claymore Us... Trustee   –       •      –    2008-07-11 4 B $12.53 $16,284 D/D 1,300 1,900 2.39 -
  94  Records found
  1  2   3   4      
  Page 1 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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