Tax-Free Fixed Income Fund for Puerto Rico Residents, Inc. has 2 Schedule 13D or 13G filings on record since 2026-05-22. 1 holder's latest filing reports 5% or more of common shares, $0.01 par value. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Ocean Capital LLC | 8.1% | 2,181,569 | SCHEDULE 13D/A, 2026-07-14 | 2026-07-13 |
Purpose of Transaction (Item 4)
Ocean Capital LLC
Item 4 is hereby supplemented to add the following: Ocean Capital, Mr. Hawk and Mr. Danial entered into a joint filing and solicitation agreement (the "Joint Filing and Solicitation Agreement") for the purpose, among other things, of soliciting proxies for the Proposal. A copy of the Joint Filing and Solicitation Agreement is filed as Exhibit E hereto and is incorporated into this Item 4 by reference. This Amendment No. 9 adds Mr. Danial as a Reporting Person.Item 4 of the SCHEDULE 13D/A filed 2026-07-14
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-05-22 | Ocean Capital LLC | 7.4% | SCHEDULE 13D/A |
| 2026-07-14 | Ocean Capital LLC | 8.1% | SCHEDULE 13D/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.