LSYIX
LORD ABBETT SHORT DURATION HIGH YLD I C : Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.
Total trades
3
Buys
3
Sells
0
Politicians
2
Est. volume
~$66K
D / R split
0 / 3
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Who traded LSYIX
| Politician | Asset | Trade | Amount | Traded | Disclosed |
|---|---|---|---|---|---|
| Scott Scott Franklin Rhouse· FL18· Spouse | LSYIX LORD ABBETT SHORT DURATION HIGH YLD I C : Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. | ▲ Buy | $1,001 - $15,000 | Aug 7, 2024 | May 19, 2025 1y ago285d lag |
| C. Scott Franklin Rhouse· FL18 | LSYIX LORD ABBETT SHORT DURATION HIGH YLD I L : US D : 6383.792 SHARES OF LSYIX @ $9.81 | ▲ Buy | $50,001+ | Aug 7, 2024 | Aug 16, 2024 2y ago9d lag |
| C. Scott Franklin Rhouse· FL18 | LSYIX LORD ABBETT SHORT DURATION HIGH YLD I L : US D : 798.576 SHARES OF LSYIX @ $9.83 | ▲ Buy | $1,001 - $15,000 | Aug 2, 2024 | Aug 16, 2024 2y ago14d lag |