secwatch.observer — SEC 8-K summary
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Issuer:     XAI Octagon Floating Rate & Alternative Income Trust (XFLT)
CIK:        0001703079
Form:       8-K
Filed at:   2024-01-04T23:59:59+00:00
Accession:  0001213900-24-000899
Event type: leadership
Sentiment:  neutral
Materiality: 0.50
Item codes: 5.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1703079/000121390024000899/0001213900-24-000899-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1703079/000121390024000899/ea167855_8k.htm
  HTML page:      https://secwatch.observer/filing/0001213900-24-000899

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