No action required. This is a standard initial ownership filing for a new officer. Monitor for any subsequent Form 4 filings that would indicate open-market purchases or sales by the Treasurer.
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Executive Summary
Steven Frank, Treasurer of Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA), filed a Form 3 initial statement of beneficial ownership. This is a routine administrative filing required when an officer or director first becomes subject to Section 16 reporting, disclosing no securities ownership. It has no material impact on the fund's operations or financial outlook.
Key Facts
- Steven Frank filed a Form 3 initial statement of beneficial ownership as Treasurer of Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund.
- The filing reports no securities owned by the reporting person.
- The filing is dated as of the period of report 2025-12-09 and was accepted on 2026-08-10.
Financial Impact
No financial impact — routine beneficial ownership filing with zero securities reported.
Risk Factors
- None — this is a routine compliance filing with no trading or financial implications.
Market Snapshot
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 3 Filing (Primary) | 0001193125-26-341640 |
| Document: 0001193125-26-341640-index.html | 0001193125-26-341640 |
| Document: 0001193125-26-341640.txt | 0001193125-26-341640 |
US Market Status
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