Form 4: NYLI CBRE Global Infrastructure Megatrends Term Fund: Portfolio Manager Increases Holdings

Portfolio Manager Jeremy Anagnos reports purchasing 640 shares of NYLI CBRE Global Infrastructure Megatrends Term Fund at $12.5166 per share.

Summary

• On March 10, 2025, Jeremy Anagnos, a Portfolio Manager at NYLI CBRE Global Infrastructure Megatrends Term Fund, acquired 640 shares of the fund.
• The purchase price was $12.5166 per share.
• Following the transaction, Anagnos directly owns 25,840 shares of the fund.

Sentiment

Score: 6

Explanation: The sentiment is neutral. It reflects a routine transaction by a portfolio manager. The purchase could be interpreted as a positive signal, but without additional context, it's difficult to gauge the overall impact.

Positives

• The purchase of shares by a portfolio manager could be seen as a positive signal, indicating confidence in the fund's prospects.

Industry Context

Form 4 filings are standard disclosures required by the SEC when insiders of a company (such as officers, directors, or beneficial owners) buy or sell the company's securities. These filings provide transparency to the market regarding insider transactions.

Comparison to Industry Standards

• Form 4 filings are a standard practice for publicly traded companies and their insiders, ensuring transparency and compliance with SEC regulations.
• Similar filings are made by insiders of comparable investment funds and companies across the financial industry.

Stakeholder Impact

• The transaction could have a minor positive impact on shareholder sentiment, as insider buying is often seen as a sign of confidence.

Key Dates