{"schema_version":"secwatch.filing_event.v1","accession":"0001213900-24-000899","form_type":"8-K","ticker":"XFLT","cik":"0001703079","company_name":"XAI Octagon Floating Rate & Alternative Income Trust","filed_at":"2024-01-04T23:59:59+00:00","discovered_at":"2026-05-14T18:03:25.174608+00:00","generated_at":"2026-06-07T04:05:18.424421+00:00","sec_items":["5.02","7.01","9.01"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"confidence":"high","headline":"XAI Octagon Trust appoints new trustee and lead portfolio manager as of Jan 1, 2024","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001213900-24-000899","json":"https://secwatch.observer/filing/0001213900-24-000899.json","markdown":"https://secwatch.observer/filing/0001213900-24-000899.md","text":"https://secwatch.observer/filing/0001213900-24-000899.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1703079/000121390024000899/0001213900-24-000899-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1703079/000121390024000899/ea167855_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-07T04:05:18.424421+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"8209bfbaa9","claim":"William T. Meyers was appointed as interested trustee at XAI Octagon Floating Rate & Alternative Income Trust.","evidence_excerpt":"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.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1703079/000121390024000899/0001213900-24-000899-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"interested trustee"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}