rotation.to
Following this device: dark.
Free account
rotation.to
Appearance
Following this device: dark.
Drag a card by its title · ⚙ to size, swap or remove

Who

R. Jay Gerken

Director

Company insider

Files Form 4 as: Director and Other, AB Multi-Manager Alternative Fund; Director, AllianceBernstein National Municipal Income Fund; Director, Associated Banc-Corp; CEO, Pres. & Chairman, ClearBridge Energy MLP Total Return Fund; Pres., CEO & Chairman, ClearBridge Energy MLP Fund; CEO & Pres., Western Asset Mortgage Opportunity Fund; President and CEO, Western Asset Municipal Partners Fund; Chairman, CEO and President, Western Asset Municipal Defined Opportunity Trust.

In numbers

Trades disclosed
134
Buys
20
Sells
0
Bought
$712K
Sold
$0
Companies
16
Companies where not an officer
8
First trade
20 Sep 2007
Last trade
23 Jun 2026
Last filed
25 Jun 2026

Companies traded

Where they are an officer
Western Asset Municipal Partners FundDirector, Officer · last 31 Mar 20092 buys · 0 sells
Western Asset Municipal Defined Opportunity TrustDirector, Officer · last 26 Mar 20091 buy · 0 sells
Lmp Corporate Loan FundDirector, Officer · last 21 Nov 20081 buy · 0 sells
Lmp Real Estate Income FundDirector, Officer · last 21 Nov 20081 buy · 0 sells
EHI Western Asset Global High Income FundDirector, Officer · Funds, Shells & SPACs · last 21 Nov 20081 buy · 0 sells
HIO Western Asset High Income Opportunity FundDirector, Officer · Funds, Shells & SPACs · last 21 Nov 20081 buy · 0 sells
WEA Western Asset Bond Fund Share of Beneficial InterestDirector, Officer · Funds, Shells & SPACs · last 20 Sep 20071 buy · 0 sells
PAI Western Asset Investment Grade Income FundDirector, Officer · Funds, Shells & SPACs · last 20 Sep 20071 buy · 0 sells
Everywhere else they filed: board seats, 10% stakes, other companies
AB Multi-Manager Alternative FundDirector, Other · last 23 Jun 20261 buy · 0 sells
AFB AllianceBernstein National Municipal Income FundDirector · Funds, Shells & SPACs · last 22 May 20261 buy · 0 sells
ASB Associated Banc-CorpDirector · Regional banks · last 16 Mar 20263 buys · 0 sells
ClearBridge Energy MLP Total Return FundDirector · last 26 Jun 20121 buy · 0 sells
ClearBridge Energy MLP FundDirector · last 24 Jun 20101 buy · 0 sells
DMO Western Asset Mortgage Opportunity FundDirector · Funds, Shells & SPACs · last 23 Jun 20101 buy · 0 sells
WIA Western Asset Inflation-Linked Income FundFunds, Shells & SPACs · last 11 Jul 20082 buys · 0 sells
WIW Western Asset Inflation-Linked Opportunities & Income FundFunds, Shells & SPACs · last 11 Jul 20081 buy · 0 sells

Activity over time

1 Nov 2024 – 1 Oct 2026
01Nov 24May 25Nov 25Apr 26Oct 26

Buys above the line, sells below, each month.

Every trade

TradedCompanyWhatAmount
23 Jun 2026filed 25 Jun 2026AB Multi-Manager Alternative FundSEC FORM 4 Code J$138K11,276.41 at $12.24filing
22 May 2026filed 27 May 2026AFB AllianceBernstein National Municipal Income FundFunds, Shells & SPACsSEC FORM 4 Bought$27K2,500 at $10.96filing
22 May 2026filed 27 May 2026AFB AllianceBernstein National Municipal Income FundFunds, Shells & SPACsSEC FORM 4 Bought$27K2,500 at $10.96filing
16 Mar 2026filed 17 Mar 2026ASB Associated Banc-CorpRegional banksSEC FORM 4 Code A$1,08244 at $24.59filing
16 Mar 2026filed 17 Mar 2026ASB Associated Banc-CorpRegional banksSEC FORM 4 Code A$8,361340 at $24.59filing
16 Mar 2026filed 17 Mar 2026ASB Associated Banc-CorpRegional banksSEC FORM 4 Code A$1,08244 at $24.59filing
16 Mar 2026filed 17 Mar 2026ASB Associated Banc-CorpRegional banksSEC FORM 4 Code A$8,361340 at $24.59filing
1 Feb 2026filed 3 Feb 2026ASB Associated Banc-CorpRegional banksSEC FORM 4 Code A$125K4,585 at $27.26filing
1 Feb 2026filed 3 Feb 2026ASB Associated Banc-CorpRegional banksSEC FORM 4 Code A$125K4,585 at $27.26filing
15 Dec 2025filed 16 Dec 2025ASB Associated Banc-CorpRegional banksSEC FORM 4 Code A$1,21245 at $26.94filing
15 Dec 2025filed 16 Dec 2025ASB Associated Banc-CorpRegional banksSEC FORM 4 Code A$8,271307 at $26.94filing
15 Sep 2025filed 17 Sep 2025ASB Associated Banc-CorpRegional banksSEC FORM 4 Code A$1,16645 at $25.92filing
15 Sep 2025filed 17 Sep 2025ASB Associated Banc-CorpRegional banksSEC FORM 4 Code A$7,854303 at $25.92filing
16 Jun 2025filed 18 Jun 2025ASB Associated Banc-CorpRegional banksSEC FORM 4 Code A$1,14850 at $22.96filing
16 Jun 2025filed 18 Jun 2025ASB Associated Banc-CorpRegional banksSEC FORM 4 Code A$7,806340 at $22.96filing
17 Mar 2025filed 19 Mar 2025ASB Associated Banc-CorpRegional banksSEC FORM 4 Code A$1,13351 at $22.22filing
17 Mar 2025filed 19 Mar 2025ASB Associated Banc-CorpRegional banksSEC FORM 4 Code A$7,733348 at $22.22filing
1 Feb 2025filed 3 Feb 2025ASB Associated Banc-CorpRegional banksSEC FORM 4 Code A$125K4,972 at $25.14filing
16 Dec 2024filed 17 Dec 2024ASB Associated Banc-CorpRegional banksSEC FORM 4 Code A$1,41555 at $25.72filing
16 Dec 2024filed 17 Dec 2024ASB Associated Banc-CorpRegional banksSEC FORM 4 Code A$7,665298 at $25.72filing

News

No headline names them, or the companies they trade most, lately.

Sectors

Financials12
Not placed8

Buys in green, sells in red, by the company’s sector.

Related people

Carol L. ColmanDirector · Director at Western Asset Global High Income Fund, filing Form 4 there in the last year
Patrick Edward AhernExecutive Vice President · Also traded ASB in the last 90 days
Gregory WarsekEVP · Also traded ASB in the last 90 days
Randall J. EricksonExecutive Vice President · Also traded ASB in the last 90 days
John A. UtzExecutive Vice President · Also traded ASB in the last 90 days
Derek S. MeyerEVP, Chief Financial Officer · Also traded ASB in the last 90 days
Nicole M. KitowskiExecutive Vice President · Also traded ASB in the last 90 days