Overview
- TickerPIM on NYSE2
- HeadquartersBoston, United States2
- Incorporated inMA3
- Business address100 Federal Street, Boston, Ma 021103
- Legal formFund2
- Kind of organizationFund2
- LEIQYQERD8ESA0ALFI8LA122
- StatusActive2
- LEI statusIssued and current2
- Registered addressONE POST OFFICE SQUARE, 02109 Boston, United States2
- Registered withSecurities and Exchange Commission, 00008306222
Corporate structure
FRANKLIN MASTER INTERMEDIATE INCOME TRUST sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.
Major holders of FRANKLIN MASTER INTERMEDIATE INCOME TRUST
- SIT INVESTMENT ASSOCIATES INC Filed SCHEDULE 13G/A on FRANKLIN MASTER INTERMEDIATE INCOME TRUST, latest Oct 1, 2026 (16 filings since Feb 10, 2022)
- FIRST TRUST PORTFOLIOS LP Filed SC 13G/A on FRANKLIN MASTER INTERMEDIATE INCOME TRUST, latest Jan 26, 2024 (4 filings since Jan 14, 2022)
- FRANKLIN MASTER INTERMEDIATE INCOME TRUST Boston, Massachusetts, United States
Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.
Leadership
Who has led FRANKLIN MASTER INTERMEDIATE INCOME TRUST, and when. Pick a name to see everywhere that person has worked.
Board members and other officers (77)
- Treas/Principal Finan OfficerChristopher Berarducci Apr 30, 2025 to now4
- Senior Vice PresidentJeanne Kelly Apr 30, 2025 to now5
- Senior Vice PresidentThomas C. Mandia Apr 30, 2025 to now6
- Mgr Financial Crime ComplianceKelley L. Hunt Jan 8, 2024 to now7
- Director Financial ReportingKevin R. Blatchford Jan 8, 2024 to now8
- Head of Product and StrategyCarlo Forcione Jan 11, 2023 to Jan 11, 20239
- Head,Corporate SustainabilityCatherine Saunders Jan 11, 2023 to Jan 11, 202310
- Head HR- Diversity & InclusionStephen R. Denny Aug 7, 2023 to Aug 7, 202311
- Portfolio Manager/Putnam Iv.James A. Fetch Feb 11, 2013 to Feb 11, 201312
- Portfolio Manager/Putnam Inv.Jason Vaillancourt Feb 11, 2013 to Feb 11, 201313
- Managing Director of PutnamEric H. Sorensen Nov 4, 2009 to Nov 4, 200914
- Managing Director of PutnamGerald Ian Moore Feb 6, 2007 to Feb 6, 200715
- Managing Director of PutnamJudith Hayden Swirbalus Feb 6, 2007 to Feb 6, 200716
- Managing Director of PutnamRobert John Schoen Feb 6, 2007 to Feb 6, 200717
- Managing Director of PutnamDaniel Stephane Choquette Feb 7, 2007 to Feb 7, 200718
- Managing Director of PutnamGeoffrey Grant Kelley Feb 7, 2007 to Feb 7, 200719
- Managing Director of PutnamRobert J. Kea Feb 7, 2007 to Feb 7, 200720
- Managing Director of PutnamRobert Leonard Salvin Feb 7, 2007 to Feb 7, 200721
- Managing Director of PutnamTimothy Francis Edmonstone Feb 7, 2007 to Feb 7, 200722
- Managing Director of PutnamAnthony Eugene Sutton Feb 8, 2007 to Feb 8, 200723
- Managing Director of PutnamBrian Dunham Lenhardt Feb 8, 2007 to Feb 8, 200724
- Managing Director of PutnamCraig R. Oliver Feb 8, 2007 to Feb 8, 200725
- Managing Director of PutnamJohn Allen Ferry Feb 8, 2007 to Feb 8, 200726
- Managing Director of PutnamRaymond Khalil Haddad Feb 8, 2007 to Feb 8, 200727
- Managing Director of PutnamDenise Dolores Selden Feb 9, 2007 to Feb 9, 200728
- Managing Director of PutnamJeffrey Bruce Sacknowitz Feb 9, 2007 to Feb 9, 200729
- Managing Director of PutnamJoanne Marie Driscoll Feb 9, 2007 to Feb 9, 200730
- Managing Director of PutnamNorman Paul Boucher Feb 9, 2007 to Feb 9, 200731
- Managing Director of PutnamRaman Srivastava Feb 9, 2007 to Feb 9, 200732
- Managing Director of PutnamTassel John Charles Van Feb 9, 2007 to Feb 9, 200733
- Managing Director of PutnamJames Andrew Polk Feb 12, 2007 to Feb 12, 200734
- Managing Director of PutnamJoseph Hampton Towell Feb 12, 2007 to Feb 12, 200735
- Managing Director of PutnamMichael John Atkin Feb 12, 2007 to Feb 12, 200736
- Officer of Putnam FundsJanet Caroline Smith Feb 28, 2007 to Feb 28, 200737
- Managing Director of PutnamKevin Michael Divney Mar 1, 2007 to Mar 1, 200738
- Trustee of Putnam FundsJameson A. Baxter Mar 28, 2007 to Mar 28, 200739
- Former Putnam OfficerDavid E. Hamlin Oct 19, 2006 to Oct 19, 200640
- Former Putnam OfficerDavid J. Santos Oct 20, 2006 to Oct 20, 200641
- Former Putnam OfficerDirk Morris Oct 20, 2006 to Oct 20, 200642
- Former Putnam OfficerHugh H. Mullin Oct 20, 2006 to Oct 20, 200643
- Former Putnam OfficerJerome J. Jacobs Oct 20, 2006 to Oct 20, 200644
- Former Putnam OfficerJohn F. Boneparth Oct 20, 2006 to Oct 20, 200645
- Former Director of IssuerJohn H. Mullin Iii. Oct 20, 2006 to Oct 20, 200646
- Former Putnam OfficerMark David Pollard Oct 20, 2006 to Oct 20, 200647
- Former Putnam OfficerPaul E. Marrkand Oct 20, 2006 to Oct 20, 200648
- Former Putnam OfficerRichard A. Monaghan Oct 20, 2006 to Oct 20, 200649
- Former Putnam OfficerStephen Peacher Oct 20, 2006 to Oct 20, 200650
- Board memberAnthony Grillo Apr 29, 2025 to now51
- Board memberCarol L. Colman Apr 29, 2025 to now51
- Board memberEileen A. Kamerick Apr 29, 2025 to now51
- Board memberHillary A. Sale Apr 29, 2025 to now51
- Board memberNisha Kumar Apr 29, 2025 to now51
- Board memberPeter Daniel Charles Mason Apr 29, 2025 to now51
- Board memberRobert D. Agdern Apr 29, 2025 to now51
- Board memberGregory McGreevey May 28, 2024 to now52
- Board memberJennifer Murphy Jul 14, 2022 to Nov 2, 202253
- Board memberMarie Pillai Jul 19, 2022 to now54
- Board memberMona Sutphen Apr 30, 2020 to Dec 2, 202255
- Board memberCatharine B. Hill Mar 24, 2017 to Feb 6, 201956
- Board memberManoj P. Singh Mar 24, 2017 to Jun 6, 202357
- Board memberElizabeth T. Kennan Jan 10, 2012 to Jan 12, 201258
- Board memberKatinka Domotorffy Sep 19, 2012 to Dec 6, 201259
- Board memberLiaquat Ahamed Sep 19, 2012 to Jan 8, 201360
- Board memberBarbara M. Baumann Jul 1, 2010 to Jul 2, 201061
- Board memberRavi Akhoury Feb 19, 2009 to Apr 3, 200962
- Board memberCharles E. Haldeman Nov 2, 2009 to Nov 2, 200963
- Board memberW. Thomas Stephens Oct 17, 2008 to Jun 4, 200964
- Board memberJohn A. Hill Jan 26, 2007 to Nov 4, 201665
- Board memberJameson A. Baxter Mar 28, 2007 to Nov 2, 201739
- Board memberRobert J. Darretta Jul 17, 2007 to May 1, 200866
- Board memberRichard B. Worley Oct 3, 2007 to Nov 12, 201067
- Board memberRonald J. Jackson Jan 5, 2006 to Jan 5, 200668
- Board memberB. Charles Curtis Oct 13, 2006 to Oct 29, 201469
- Board memberKenneth R. Leibler Oct 18, 2006 to Nov 1, 200670
- Board memberJohn H. Mullin Iii. Oct 20, 2006 to Oct 20, 200646
- Board memberMyra R. Drucker Dec 15, 2006 to Nov 12, 201071
- General counselOliveira Marc De Apr 30, 2025 to now72
Former names
- PUTNAM MASTER INTERMEDIATE INCOME TRUSTDec 12, 1994 to Jun 1, 20263
Timeline
Filings
105 filings to the SEC since October 2021: 4 major events, 39 insider forms, 20 large holders, 42 other. The latest 20:
- Oct 1, 2026SCHEDULE 13G/A EDGAR
- Aug 27, 2026NPORT-P EDGAR
- Aug 21, 2026N-PX EDGAR
- Jun 1, 2026N-CSRS PUTNAM MASTER INTERMEDIATE INCOME TRUST - N-CSRS EDGAR
- May 27, 2026NPORT-P EDGAR
- Mar 30, 2026SCHEDULE 13D/A EDGAR
- Mar 10, 2026SCHEDULE 13D/A EDGAR
- Feb 25, 2026NPORT-P EDGAR
- Dec 23, 2025SCHEDULE 13D/A EDGAR
- Dec 18, 2025SCHEDULE 13D/A EDGAR
- Dec 12, 2025N-CEN EDGAR
- Dec 1, 2025N-CSR PUTNAM MASTER INTERMEDIATE INCOME TRUST - N-CSR EDGAR
- Dec 1, 2025SCHEDULE 13D/A EDGAR
- Nov 24, 2025NPORT-P EDGAR
- Aug 26, 2025NPORT-P EDGAR
- Aug 15, 2025N-PX EDGAR
- Jun 3, 2025SCHEDULE 13D/A EDGAR
- May 29, 2025NPORT-P EDGAR
- May 28, 2025N-CSRS PUTNAM MASTER INTERMEDIATE INCOME TRUST EDGAR
- Apr 30, 20253 EDGAR
The 105 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Insider trades
5 open-market trades by officers, directors and large owners since October 2021: 5 buys and 0 sales. Grants, option exercises and gifts are left out.
| Date | Who | Trade | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| Sep 30, 2024 | Pillai MarieDirector | Buy | 4 | Form 4 | ||
| Jun 5, 2023 | Singh Manoj PDirector | Buy | 313 | $3.19 | $998 | Form 4 |
| Dec 1, 2022 | Sutphen MonaDirector | Buy | 298 | $3.35 | $998 | Form 4 |
| Nov 1, 2022 | Murphy JenniferDirector | Buy | 299 | $3.35 | $1.0K | Form 4 |
| Oct 10, 2022 | Pillai MarieDirector | Buy | 310 | $3.23 | $1.0K | Form 4 |
From Forms 4 filed with the SEC.
Major holders
Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.
- SIT INVESTMENT ASSOCIATES INCSCHEDULE 13G/A, 16 filings Feb 10, 2022 to Oct 1, 202677
- FIRST TRUST PORTFOLIOS LPSC 13G/A, 4 filings Jan 14, 2022 to Jan 26, 202478
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 59. Change is in shares since the quarter before.
| Fund | Shares | Value | Share of the fund | Change |
|---|---|---|---|---|
| Pvg Asset Management Corp | 1,235,001 | $4.0M | 2.3% | +3,110 |
| Summit Financial, LLC | 879,729 | $2.8M | 0.0% | New |
| Sheets Smith Wealth Management | 224,014 | $723.6K | 0.1% | −14,070 |
| 1607 Capital Partners, LLC | 221,893 | $716.7K | 0.1% | −121,029 |
| Shaker Financial Services, LLC | 219,756 | $709.8K | 0.2% | New |
| Focus Partners Wealth | 189,725 | $612.8K | 0.0% | No change |
| Morgan Stanley | 165,353 | $534.1K | 0.0% | −6,245 |
| Penbrook Management LLC | 147,063 | $475.0K | 0.3% | No change |
| Gill Capital Partners, LLC | 141,560 | $457.2K | 0.1% | +1,871 |
| WealthTrust Axiom LLC | 136,500 | $440.9K | 0.1% | +20,500 |
| Envestnet Asset Management Inc | 128,858 | $416.2K | 0.0% | −126,236 |
| LPL Financial LLC | 86,454 | $279.2K | 0.0% | +12,810 |
| Melfa Wealth Management, Inc. | 80,925 | $261.4K | 0.1% | No change |
| Royal Bank Of Canada | 68,749 | $222.0K | 0.0% | No change |
| Eclectic Associates Inc /adv | 67,441 | $217.8K | 0.0% | −4,660 |
| Baird Financial Group, Inc. | 66,500 | $214.8K | 0.0% | +4,000 |
| Allworth Financial LP | 66,272 | $214.1K | 0.0% | No change |
| Fortitude Advisory Group L.L.C. | 62,135 | $200.7K | 0.1% | +9,316 |
| Mezzasalma Advisors, LLC | 55,840 | $180.4K | 0.0% | +1,132 |
| Cetera Investment Advisers | 53,070 | $171.4K | 0.0% | +12,369 |
| NewEdge Advisors, LLC | 52,620 | $170.0K | 0.0% | −404 |
| Commonwealth Equity Services, LLC | 52,173 | $168.5K | 0.0% | −11,142 |
| Ethos Financial Group, LLC | 44,826 | $144.8K | 0.0% | −1,833 |
| HUB Investment Partners, LLC | 39,580 | $127.8K | 0.0% | −268 |
| Fifth Third Bancorp | 35,392 | $114.3K | 0.0% | −1,208 |
13F reports cover disclosed long positions in U.S. stocks only.
SEC filer profile
How FRANKLIN MASTER INTERMEDIATE INCOME TRUST is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.
- Name on EDGARFRANKLIN MASTER INTERMEDIATE INCOME TRUST1
- CIK0000830622
- Employer ID (EIN)04-65844651
- Incorporated inMassachusetts1
- Fiscal year endsNovember 171
- Business address100 Federal Street, Boston, MA 021101
- Phone61729210001
- On EDGAR sinceMay 25, 19941
- Filings847 in all: 3 (230), 5 (124), DEFA14A (43), DEF 14A (37), SC 13G/A (33), N-Q (29), NPORT-P (28), N-CSR (26)1
All 46 form types
NSAR-B (24), N-PX (23), NSAR-A (23), 4 (21), 40-17F2 (20), N-CSRS (20), 40-17G (19), N-30D (19), PRE 14A (18), CORRESP (14), N-23C-1 (14), 40-17G/A (13), N-CEN (8), SC 13G (7), SCHEDULE 13D/A (7), SC 13D/A (5), SC TO-I (5), 8-K (4), DEFR14A (3), N-CEN/A (3), NSAR-B/A (3), SC TO-C (3), 40-6C/A (2), 497J (2), POS 8C (2), SC 13D (2), SC TO-I/A (2), 40-APP (1), 40-APP/A (1), 8-K/A (1), N-14 (1), N-14/A (1), NPORT-EX (1), NPORT-P/A (1), NSAR-A/A (1), NT-NSAR (1), POS AMI (1), SCHEDULE 13G/A (1)
- Latest filingsProxy statement (DEF 14A) Mar 10, 2026
Latest 8-K (8-K) Nov 17, 2023
Sources
The numbers on this page point here. Each one links to the record it came from.
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- 5SEC EDGARJeanne Kelly, Senior Vice President
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- 42SEC EDGARDirk Morris, Former Putnam Officer
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- 51SEC EDGARAnthony Grillo, Board member
- 52SEC EDGARGregory McGreevey, Board member
- 53SEC EDGARJennifer Murphy, Board member
- 54SEC EDGARMarie Pillai, Board member
- 55SEC EDGARMona Sutphen, Board member
- 56SEC EDGARCatharine B. Hill, Board member
- 57SEC EDGARManoj P. Singh, Board member
- 58SEC EDGARElizabeth T. Kennan, Board member
- 59SEC EDGARKatinka Domotorffy, Board member
- 60SEC EDGARLiaquat Ahamed, Board member
- 61SEC EDGARBarbara M. Baumann, Board member
- 62SEC EDGARRavi Akhoury, Board member
- 63SEC EDGARCharles E. Haldeman, Board member
- 64SEC EDGARW. Thomas Stephens, Board member
- 65SEC EDGARJohn A. Hill, Board member
- 66SEC EDGARRobert J. Darretta, Board member
- 67SEC EDGARRichard B. Worley, Board member
- 68SEC EDGARRonald J. Jackson, Board member
- 69SEC EDGARB. Charles Curtis, Board member
- 70SEC EDGARKenneth R. Leibler, Board member
- 71SEC EDGARMyra R. Drucker, Board member
- 72SEC EDGAROliveira Marc De, General counsel
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- 74SEC EDGAROther events
- 75SEC EDGARBylaws or fiscal year changed
- 76SEC EDGARBylaws or fiscal year changed
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