Tax-Free Fixed Income Fund II for Puerto Rico Residents, Inc. has 3 Schedule 13D or 13G filings on record since 2025-12-30. 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 | 8.8% | 2,548,019 | SCHEDULE 13D/A, 2026-01-20 | 2026-01-15 |
Purpose of Transaction (Item 4)
Ocean Capital LLC
Item 4 is hereby supplemented to add the following paragraphs: On January 15, 2026, Ocean Capital, Mr. Hawk and the 2026 Nominees (collectively, the "2026 Participants") filed a definitive proxy statement and an accompanying BLUE proxy card with the SEC in connection with their solicitation of proxies for the 2026 Annual Meeting. At the 2026 Annual Meeting, the 2026 Participants will seek stockholder approval of Ocean Capital's proposals to (i) elect the 2026 Nominees, consisting of Ethan A. Danial and Jose Izquierdo, to serve as Class III directors on the Board, until their terms expire at the Fund's 2029 annual meeting of stockholders or until their respective successors are duly elected and qualified and Brent Rosenthal to serve as a Class II director on the Board, until his term expires at the Fund's 2028 annual meeting of stockholders or until his successor is duly elected and qualified and (ii) terminate all existing investment advisory agreements between the Fund and its advisor, UBS Asset Managers of Puerto Rico ("UBS"), a division of UBS Trust Company of Puerto Rico. Details of the proposals, including information about the 2026 Nominees, can be found in the 2026 Participants' definitive proxy statement, which is available at no charge on the SEC's website http://www.sec.gov. The 2026 Participants are asking stockholders to vote on their BLUE proxy card "FOR ALL" the 2026 Nominees and "FOR" the proposal to terminate all existing investment advisory agreements …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-01-20; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-12-30 | Ocean Capital LLC | 8.8% | SCHEDULE 13D/A |
| 2026-01-02 | Ocean Capital LLC | 8.8% | SCHEDULE 13D/A |
| 2026-01-20 | Ocean Capital LLC | 8.8% | 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.