---
schema_version: "secwatch.filing_event.v1"
accession: "0001213900-24-006188"
form_type: "8-K"
ticker: "XFLT"
cik: "0001703079"
company_name: "XAI Octagon Floating Rate & Alternative Income Trust"
filed_at: "2024-01-25T23:59:59+00:00"
generated_at: "2026-06-06T18:23:10.160524+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# XAI Octagon shareholders approve perpetual fund status (eff. Feb 1) and new Octagon sub-advisory agreement

## Summary
- Shareholders approved removing termination date of Dec 31, 2029, making the trust perpetual effective Feb 1, 2024.
- Name changes to XAI Octagon Floating Rate & Alternative Income Trust; ticker XFLT unchanged.
- New sub-advisory agreement with Octagon Credit Investors approved; will take effect upon Generali's acquisition of Conning, expected H1 2024.
- No changes to investment objectives, strategies, portfolio management, or fee structure.

## SEC filing metadata
- accession: 0001213900-24-006188
- form_type: 8-K
- ticker: XFLT
- cik: 0001703079
- company_name: XAI Octagon Floating Rate & Alternative Income Trust
- filed_at: 2024-01-25T23:59:59+00:00
- event_type: other_material
- sentiment: positive
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1703079/000121390024006188/0001213900-24-006188-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1703079/000121390024006188/ea168851_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001213900-24-006188
- JSON: https://secwatch.observer/filing/0001213900-24-006188.json
- Plain text: https://secwatch.observer/filing/0001213900-24-006188.txt

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