List of insiders holdings for Octagon XAI CLO Income 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 | Octagon Credit Investors LLC Sub-Adviser | 2025-01-03 15:03:42 | 94,507 0 | 94,507 | Form 4 |
| 2 | Boger Maegan Gallagher Sub-Adviser Inv Comm Member | 2025-11-13 15:15:31 | 22,355 0 | 22,355 | Form 5 |
| 3 | Mohr Gretchen Mae Sub-Adviser Inv Comm Member | 2025-11-14 16:06:11 | 22,330 0 | 22,330 | Form 5 |
| 4 | Nechamkin Michael Bennett Sub-Adviser Inv Comm Member | 2025-01-03 15:10:08 | 12,577 0 | 12,577 | Form 4 |
| 5 | Law Lauren Kristen Sub-Adviser Inv Comm Member | 2025-11-14 13:24:30 | 11,198 0 | 11,198 | Form 5 |
| 6 | Spence John Yogi Adviser Personnel | 2025-11-14 16:42:34 | 1,113 4,000 | 5,113 | Form 5 |
| 7 | Gleason Sean Michael Sub-Adviser Inv Comm Member | 2025-01-03 15:05:49 | 4,196 0 | 4,196 | Form 4 |
| 8 | Brombach Theodore J President & CEO | 2024-02-26 16:40:59 | 0 4,000 | 4,000 | Form 3 |
| 9 | XA Investments LLC Investment Adviser | 2024-02-26 16:42:18 | 4,000 0 | 4,000 | Form 3 |
| 10 | McCulloch Benjamin Secretary & CLO | 2025-11-13 14:24:02 | 670.44 0 | 670.44 | Form 5 |
| 11 | Meyers William T. Director | 2025-11-13 19:30:36 | 444.71 0 | 444.71 | Form 5 |
| 12 | Gordon Andrew David Sub-Adviser Senior Adviser | 2025-11-14 17:03:00 | 0 0 | 0 | Form 5 |
| 13 | Roessler Randi Jean Chief Compliance Officer | 2024-02-23 12:26:52 | 0 0 | 0 | Form 3 |
| 14 | Woo Lisa Assistant Treasurer | 2025-03-20 16:24:31 | 0 0 | 0 | Form 3 |
| 15 | Arment Madeline Assistant Treasurer | 2025-03-05 12:18:17 | 0 0 | 0 | Form 3 |
| 16 | Cupps Danielle Trustee | 2024-02-26 10:29:58 | 0 0 | 0 | Form 3 |
| 17 | Flynn Kimberly Ann Vice President | 2024-02-26 07:58:26 | 0 0 | 0 | Form 3 |
| 18 | FRANKLIN PHILIP G Trustee | 2024-02-26 07:54:33 | 0 0 | 0 | Form 3 |
| 19 | Dingens Gregory Trustee | 2024-02-23 13:59:25 | 0 0 | 0 | Form 3 |
| 20 | Jones Scott C Trustee | 2024-02-23 15:43:42 | 0 0 | 0 | Form 3 |
| 21 | Mullins Derek Jason PFO & Treasurer | 2024-02-23 16:38:20 | 0 0 | 0 | Form 3 |