Overview
- TickerLGI on NYSE2
- HeadquartersDover, United States2
- Incorporated inMD3
- Business address30 Rockefeller Plaza, New York, Ny 101123
- Legal formFund2
- Kind of organizationFund2
- LEIMZRC4RJENF0LPRIWFB852
- StatusActive2
- LEI statusIssued and current2
- Registered addressC/O The Corporation Trust Incorporated, 21093 Lutherville Timonium, United States2
- Registered withSecurities and Exchange Commission, 00012782112
Corporate structure
LAZARD GLOBAL TOTAL RETURN & INCOME FUND INC 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 LAZARD GLOBAL TOTAL RETURN & INCOME FUND INC
- FIRST TRUST PORTFOLIOS LP Filed SCHEDULE 13G/A on LAZARD GLOBAL TOTAL RETURN & INCOME FUND INC, latest Oct 14, 2026 (8 filings since Jan 21, 2022)
- Saba Capital Management, L.P. Filed SCHEDULE 13D/A on LAZARD GLOBAL TOTAL RETURN & INCOME FUND INC, latest Jan 3, 2025 (8 filings since Mar 18, 2024)
- LAZARD GLOBAL TOTAL RETURN & INCOME FUND INC Dover, Delaware, 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 LAZARD GLOBAL TOTAL RETURN & INCOME FUND INC, and when. Pick a name to see everywhere that person has worked.
Chief executive
President
Chief financial officer
- Chief executive officerJennifer A. Ryan Mar 9, 2026 to now4
- PresidentJennifer A. Ryan Mar 9, 2026 to now4
- Chief financial officerChristopher Snively Mar 10, 2016 to Jun 2, 20235
Board members and other officers (23)
- TreasurerAriona Cerma Fundo Jun 27, 2025 to now6
- Chief Compliance OfficerKyle Digangi Sep 30, 2025 to now7
- Assistant SecretaryRobert A. Spiro Sep 26, 2024 to now8
- Assistant TreasurerChristina M. Kennedy May 8, 2020 to May 8, 20209
- Chief Compliance OfficerNargis Hilal Jul 10, 2020 to Jul 10, 202010
- Assistant SecretaryJessica A. Falzone Feb 4, 2019 to Feb 4, 201911
- Assistant SecretaryShari L. Soloway Mar 15, 2016 to Mar 15, 201612
- Former CCO and Asst. SecretaryBrian D. Simon Jul 2, 2014 to Jul 2, 201413
- Interim CCO & Asst. Secy(1)Tamar Goldstein Jul 3, 2014 to Dec 21, 201814
- Assistant TreasurerCesar Trelles Jan 24, 2007 to Dec 5, 201915
- Officer of LGINathan A. Paul May 30, 2006 to May 30, 200616
- Assistant SecretaryDavid Kurzweil Sep 15, 2006 to May 17, 200717
- Chief Compliance OfficerBrian Kawakami Oct 17, 2006 to Feb 2, 200918
- Board memberJennifer A. Ryan Mar 9, 2026 to now4
- Board memberRobert L. Forsyth Mar 9, 2026 to now19
- Board memberAshish Bhutani Feb 15, 2023 to Feb 15, 202320
- Board memberEvan L. Russo Jul 13, 2022 to Jul 13, 202221
- Board memberNathan A. Paul Mar 8, 2017 to Mar 8, 201722
- Board memberTrevor William Morrison Apr 18, 2014 to Apr 18, 201423
- Board memberFranci J. Blassberg Aug 12, 2014 to Aug 12, 201424
- Board memberNancy A. Eckl Feb 12, 2007 to Feb 12, 200725
- Board memberJohn James Burke Apr 10, 2007 to Apr 10, 200726
- Board memberLeon M. Pollack Aug 7, 2006 to Aug 7, 200627
Timeline
Filings
80 filings to the SEC since October 2021: 2 major events, 9 insider forms, 16 large holders, 53 other. The latest 20:
- Oct 14, 2026SCHEDULE 13G/A EDGAR
- Oct 5, 202640-17G EDGAR
- Aug 27, 2026N-CSRS EDGAR
- Aug 21, 2026NPORT-P EDGAR
- Aug 14, 2026N-PX EDGAR
- May 28, 2026NPORT-P EDGAR
- Mar 18, 2026DEF 14A EDGAR
- Mar 13, 2026N-CEN EDGAR
- Mar 9, 20263 EDGAR
- Mar 9, 20263 EDGAR
- Mar 2, 2026NPORT-P EDGAR
- Feb 27, 2026N-CSR EDGAR
- Jan 14, 2026SCHEDULE 13G/A EDGAR
- Nov 24, 2025NPORT-P EDGAR
- Oct 17, 2025SCHEDULE 13G/A EDGAR
- Oct 8, 202540-17G EDGAR
- Sep 30, 20253 EDGAR
- Sep 4, 2025N-CSRS EDGAR
- Aug 21, 2025NPORT-P EDGAR
- Aug 19, 2025N-PX EDGAR
The 80 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.
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.
- FIRST TRUST PORTFOLIOS LPSCHEDULE 13G/A, 8 filings Jan 21, 2022 to Oct 14, 202630
- Saba Capital Management, L.P.SCHEDULE 13D/A, 8 filings Mar 18, 2024 to Jan 3, 202531
Members of Congress who traded it
4 trades disclosed by members of Congress. “Vs S&P since” is the stock’s change since the trade minus the S&P 500’s.
| Date | Member | Trade | Amount | Vs S&P since | Filing |
|---|---|---|---|---|---|
| Apr 17, 2023 | Thomas R Carper, Senate | Sale | $1,001 - $15,000 | +78.1% | Report |
| Aug 10, 2022 | Thomas R Carper, Senate | Partial sale | $1,001 - $15,000 | Report | |
| Nov 20, 2020 | Thomas R Carper, Senate | Buy | $1,001 - $15,000 | −118.8% | Report |
| Apr 2, 2020 | Thomas R Carper, Senate | Sale | $1,001 - $15,000 | +165.0% | Report |
Members report amounts as ranges, not exact figures. Returns are price-only (no dividends).
SEC filer profile
How LAZARD GLOBAL TOTAL RETURN & INCOME FUND INC is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.
- Name on EDGARLAZARD GLOBAL TOTAL RETURN & INCOME FUND INC1
- CIK0001278211
- Incorporated inMaryland1
- Fiscal year endsOctober 311
- Business address30 Rockefeller Plaza, New York, NY 101121
- Phone21263260001
- On EDGAR sinceFeb 12, 20041
- Filings434 in all: 3 (56), 4 (49), N-Q (29), NPORT-P (28), SC 13G/A (26), N-30B-2 (23), N-CSRS (23), N-PX (23)1
All 44 form types
DEF 14A (22), N-CSR (22), 40-17G (20), NSAR-A (14), NSAR-B (14), SC 13D/A (11), N-CEN (8), SC 13G (7), N-2/A (6), 3/A (5), CORRESP (5), DEFA14A (5), 40-APP/A (4), SCHEDULE 13G/A (4), 40-17G/A (3), 4/A (2), 497 (2), 8-K (2), N-14 8C/A (2), N-CSR/A (2), SC 13D (2), 40-6C (1), 8-A12B (1), APP NTC (1), APP ORDR (1), CERTNYS (1), DEFR14A (1), EFFECT (1), N-14 8C (1), N-2 (1), N-8A (1), NO ACT (1), NPORT-EX (1), POS EX (1), PRE 14A (1), SCHEDULE 13D/A (1)
- Latest filingsProxy statement (DEF 14A) Mar 18, 2026
Latest 8-K (8-K) Mar 6, 2024
Sources
The numbers on this page point here. Each one links to the record it came from.
- 1
- 2
- 3
- 4
- 5
- 6SEC EDGARAriona Cerma Fundo, Treasurer
- 7
- 8SEC EDGARRobert A. Spiro, Assistant Secretary
- 9
- 10
- 11
- 12
- 13
- 14
- 15SEC EDGARCesar Trelles, Assistant Treasurer
- 16SEC EDGARNathan A. Paul, Officer of LGI
- 17SEC EDGARDavid Kurzweil, Assistant Secretary
- 18
- 19SEC EDGARRobert L. Forsyth, Board member
- 20SEC EDGARAshish Bhutani, Board member
- 21SEC EDGAREvan L. Russo, Board member
- 22SEC EDGARNathan A. Paul, Board member
- 23
- 24SEC EDGARFranci J. Blassberg, Board member
- 25SEC EDGARNancy A. Eckl, Board member
- 26SEC EDGARJohn James Burke, Board member
- 27SEC EDGARLeon M. Pollack, Board member
- 28SEC EDGARBylaws or fiscal year changed
- 29SEC EDGARBylaws or fiscal year changed
- 30
- 31