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

Sentiment:

SEC Form 4 Filing


Portfolio Manager Jeremy Anagnos reports purchasing 200 shares of NYLI CBRE Global Infrastructure Megatrends Term Fund (MEGI) at $14.70, while disposing of 25,000 shares.

Summary

  • On September 27, 2024, Jeremy Anagnos, a Portfolio Manager at NYLI CBRE Global Infrastructure Megatrends Term Fund (MEGI), purchased 200 shares of the fund at a price of $14.70 per share.
  • Following this transaction, Mr. Anagnos directly owns 25,000 shares of MEGI.

Sentiment

Score: 5

Explanation: The sentiment is neutral. It's a routine disclosure of a transaction. The purchase of shares by a portfolio manager could be seen as a positive signal, indicating confidence in the fund's prospects, but the disposal of 25,000 shares is a negative signal.

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 a routine part of regulatory compliance for individuals with insider knowledge of publicly traded companies. They provide transparency into the trading activities of these individuals.

Stakeholder Impact

  • The transaction could have a minor impact on shareholder sentiment, depending on how it's interpreted.

Key Dates

DateDescription
09/27/2024Date of transaction: Jeremy Anagnos purchased 200 shares of MEGI at $14.70 and disposed of 25,000 shares.
09/30/2024Signature date of the Form 4 filing.

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