XAI Octagon Trust appoints new trustee and lead portfolio manager as of Jan 1, 2024

XAI Octagon Floating Rate & Alternative Income Trust

William T. Meyers appointed as interested trustee, effective Jan 1, 2024; previously Senior Advisor at XA Investments.
Lauren Law, Senior PM at Octagon, becomes lead portfolio manager of the Trust, effective Jan 1, 2024.
Gretchen Lam transitions from lead PM to CEO of Octagon; she remains on the investment committee.
No financial impact disclosed; these are routine management changes for a closed-end fund.

item 5.02 item 7.01 item 9.01

Executive movements

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Appointed

William T. Meyers

interested trustee

XFLT · XAI Octagon Floating Rate & Alternative Income Trust

Effective: 2024-01-01
Filed: January 4, 2024, 6:59 PM ET

The Board of Trustees of XAI Octagon Floating Rate & Alternative Income Term Trust (the “Trust”) has appointed William T. Meyers as an interested trustee, effective as of January 1, 2024.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

William T. Meyers was appointed as interested trustee at XAI Octagon Floating Rate & Alternative Income Trust.

Action: appointed
Role: interested trustee

Exact text from the filing

The Board of Trustees of XAI Octagon Floating Rate & Alternative Income Term Trust (the “Trust”) has appointed William T. Meyers as an interested trustee, effective as of January 1, 2024.

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XAI Octagon Floating Rate & Alternative Income Trust filing history →

Source: SEC EDGAR

accession 0001213900-24-000899

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