Law Lauren Kristen
SEC insider (Form 3/4/5 filer). CIK 0001728315. Insider at Octagon XAI CLO Income Fund (OCTIX) and 1 other issuer. 11 reported Form 4/5 transactions since Sep 2024; latest on Oct 24, 2025. Located in NEW YORK, NY.
Companies Law Lauren Kristen has filed insider reports for
- Octagon XAI CLO Income Fund (OCTIX)
- XAI Octagon Floating Rate & Alternative Income Trust (XFLT)
Law Lauren Kristen
CIK: 0001728315
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Discretionary Trading P&L
Holdings
Transaction History (11 total)
- Oct 24, 2025XFLT
XAI Octagon Floating Rate & Alternative Income Trust
PurchaseDirect20K shares at avg. $5.01$100K - Sep 30, 2025OCTIX
Octagon XAI CLO Income Fund
AwardDirect74 shares at avg. $25.00$2K - Aug 29, 2025OCTIX
Octagon XAI CLO Income Fund
AwardDirect77 shares at avg. $24.99$2K - Aug 1, 2025OCTIX
Octagon XAI CLO Income Fund
AwardDirect100 shares at avg. $25.09$3K - Jul 1, 2025OCTIX
Octagon XAI CLO Income Fund
AwardDirect95 shares at avg. $25.06$2K - Jun 2, 2025OCTIX
Octagon XAI CLO Income Fund
AwardDirect88 shares at avg. $25.05$2K - May 1, 2025OCTIX
Octagon XAI CLO Income Fund
AwardDirect90 shares at avg. $24.32$2K - Mar 31, 2025OCTIX
Octagon XAI CLO Income Fund
AwardDirect87 shares at avg. $24.96$2K - Feb 28, 2025OCTIX
Octagon XAI CLO Income Fund
AwardDirect82 shares at avg. $25.55$2K - Jan 2, 2025OCTIX
Octagon XAI CLO Income Fund
PurchaseDirect592 shares at avg. $25.35$15K
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Oct 24, 2025 | XFLT XAI Octagon Floating Rate & Alternative Income Trust | Purchase | 20,000 | $5.01 | $100,140 | Direct |
| Sep 30, 2025 | OCTIX Octagon XAI CLO Income Fund | Award | 74 | $25.00 | $1,854 | Direct |
| Aug 29, 2025 | OCTIX Octagon XAI CLO Income Fund | Award | 77 | $24.99 | $1,916 | Direct |
| Aug 1, 2025 | OCTIX Octagon XAI CLO Income Fund | Award | 100 | $25.09 | $2,518 | Direct |
| Jul 1, 2025 | OCTIX Octagon XAI CLO Income Fund | Award | 95 | $25.06 | $2,387 | Direct |
| Jun 2, 2025 | OCTIX Octagon XAI CLO Income Fund | Award | 88 | $25.05 | $2,207 | Direct |
| May 1, 2025 | OCTIX Octagon XAI CLO Income Fund | Award | 90 | $24.32 | $2,188 | Direct |
| Mar 31, 2025 | OCTIX Octagon XAI CLO Income Fund | Award | 87 | $24.96 | $2,170 | Direct |
| Feb 28, 2025 | OCTIX Octagon XAI CLO Income Fund | Award | 82 | $25.55 | $2,101 | Direct |
| Jan 2, 2025 | OCTIX Octagon XAI CLO Income Fund | Purchase | 592 | $25.35 | $15,000 | Direct |
1-10 of 11 transactions