---
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"
generated_at: "2026-06-07T04:05:18.424421+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 5.02, 7.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001213900-24-000899
- JSON: https://secwatch.observer/filing/0001213900-24-000899.json
- Plain text: https://secwatch.observer/filing/0001213900-24-000899.txt

## Key facts
- Executive change
  William T. Meyers was appointed as interested trustee at XAI Octagon Floating Rate & Alternative Income Trust.
  - Action: appointed
  - Role: interested trustee
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1703079/000121390024000899/0001213900-24-000899-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.