List of insiders holdings for NYLI CBRE Global Infrastructure Megatrends Term Fund:
- Shares directly owned by the insider.
- Shares indirectly owned by the insider.
- Total shares owned by the insider (sum of shares directly and indirectly owned).
- Total market value if available.
- Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
| # | Insider Holder Name | Report Date Time | Shares Owned Directly Indirectly | Total Shares Owned | Filing |
| 1 | Saba Capital Management L.P. 10% Owner | 2026-02-11 18:50:40 | 4,583,856 0 | 4,583,856 | Form 13D |
| 2 | Saba Capital Management L.P. Weinstein Boaz 10% Owner | 2026-02-11 18:50:40 | 4,583,856 0 | 4,583,856 | Form 13D |
| 3 | Nolan Richard H Jr Director | 2021-10-29 15:14:36 | 50,000 0 | 50,000 | Form 4 |
| 4 | Anagnos Jeremy Portfolio Manager | 2025-10-17 15:54:11 | 20,000 0 | 20,000 | Form 4 |
| 5 | SMITH JOSEPH P Portfolio Manager | 2025-06-10 14:53:14 | 13,434 0 | 13,434 | Form 5 |
| 6 | Perold Jacques P Director | 2024-01-12 12:22:43 | 7,700 0 | 7,700 | Form 4 |
| 7 | New York Life Investment Management Holdings LLC Parent of Investment Manager | 2021-10-29 15:06:32 | 5,000 0 | 5,000 | Form 3 |
| 8 | Trutanic Richard S Director | 2025-05-20 13:02:31 | 1,670 0 | 1,670 | Form 4 |
| 9 | Foley Daniel Ryan Portfolio Manager | 2022-04-29 14:02:41 | 1,650 0 | 1,650 | Form 4 |
| 10 | Howard Hinds Portfolio Manager | 2025-06-10 15:06:13 | 1,510 0 | 1,510 | Form 5 |
| 11 | Lehneis Kirk C President | 2022-04-28 13:08:26 | 250 0 | 250 | Form 4 |
| 12 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC Investment Manager | 2021-10-29 15:08:36 | 0 0 | 0 | Form 3 |
| 13 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC Subadviser | 2021-11-17 12:07:41 | 0 0 | 0 | Form 3 |
| 14 | Benintende Jack Treasurer and Principal FAO | 2021-10-28 11:31:30 | 0 0 | 0 | Form 3 |
| 15 | Latshaw Alan R Director | 2021-10-28 11:58:48 | 0 0 | 0 | Form 3 |
| 16 | Gleason Kevin M Chief Compliance Officer | 2022-07-11 09:21:23 | 0 0 | 0 | Form 3 |
| 17 | Karaoglan Alain M Chairman & Interim CEO | 2022-10-18 15:29:11 | 0 0 | 0 | Form 3 |
| 18 | Abou-Jaoude Naim CEO, NY LIFE INVEST MGMENT LLC | 2023-05-09 13:55:11 | 0 0 | 0 | Form 3 |
| 19 | Kerley Susan B Director | 2021-10-28 11:47:31 | 0 0 | 0 | Form 3 |
| 20 | Hung Yie-Hsin Director | 2021-10-28 11:45:59 | 0 0 | 0 | Form 3 |
| 21 | Harrington Scott T Vice President-Administration | 2021-10-28 11:42:02 | 0 0 | 0 | Form 3 |
| 22 | Hammond Karen Advisory Board Member | 2021-10-28 11:40:05 | 0 0 | 0 | Form 3 |
| 23 | Gao Juwen Kevin Secretary/Chief Legal Officer | 2021-10-28 11:36:42 | 0 0 | 0 | Form 3 |
| 24 | Chow David H. Director | 2021-10-28 11:35:10 | 0 0 | 0 | Form 3 |
| 25 | Lynch Stephanie Advisory Board Member | 2026-01-08 11:14:14 | 0 0 | 0 | Form 3 |
| 26 | Jivraj Adeel Advisory Board Member | 2026-01-08 11:19:18 | 0 0 | 0 | Form 3 |
| 27 | Bopp Kevin M Vice President and CCO | 2021-10-28 11:33:21 | 0 0 | 0 | Form 3 |