PIM on NYSE

FRANKLIN MASTER INTERMEDIATE INCOME TRUST

Fund registered in the United States, based in Boston, active since 1988.

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Last updated Oct 18, 2026.

Overview

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TickerPIM on NYSE
HeadquartersBoston, United States
Incorporated inMA²
Business address100 Federal Street, Boston, Ma 02110²

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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 now³
Senior Vice PresidentJeanne Kelly Apr 30, 2025 to now⁴
Senior Vice PresidentThomas C. Mandia Apr 30, 2025 to now⁵
Mgr Financial Crime ComplianceKelley L. Hunt Jan 8, 2024 to now⁶
Director Financial ReportingKevin R. Blatchford Jan 8, 2024 to now⁷
Head of Product and StrategyCarlo Forcione Jan 11, 2023 to Jan 11, 2023⁸
Head,Corporate SustainabilityCatherine Saunders Jan 11, 2023 to Jan 11, 2023⁹
Head HR- Diversity & InclusionStephen R. Denny Aug 7, 2023 to Aug 7, 2023¹⁰
Portfolio Manager/Putnam Iv.James A. Fetch Feb 11, 2013 to Feb 11, 2013¹¹
Portfolio Manager/Putnam Inv.Jason Vaillancourt Feb 11, 2013 to Feb 11, 2013¹²
Managing Director of PutnamEric H. Sorensen Nov 4, 2009 to Nov 4, 2009¹³
Managing Director of PutnamGerald Ian Moore Feb 6, 2007 to Feb 6, 2007¹⁴
Managing Director of PutnamJudith Hayden Swirbalus Feb 6, 2007 to Feb 6, 2007¹⁵
Managing Director of PutnamRobert John Schoen Feb 6, 2007 to Feb 6, 2007¹⁶
Managing Director of PutnamDaniel Stephane Choquette Feb 7, 2007 to Feb 7, 2007¹⁷
Managing Director of PutnamGeoffrey Grant Kelley Feb 7, 2007 to Feb 7, 2007¹⁸
Managing Director of PutnamRobert J. Kea Feb 7, 2007 to Feb 7, 2007¹⁹
Managing Director of PutnamRobert Leonard Salvin Feb 7, 2007 to Feb 7, 2007²⁰
Managing Director of PutnamTimothy Francis Edmonstone Feb 7, 2007 to Feb 7, 2007²¹
Managing Director of PutnamAnthony Eugene Sutton Feb 8, 2007 to Feb 8, 2007²²
Managing Director of PutnamBrian Dunham Lenhardt Feb 8, 2007 to Feb 8, 2007²³
Managing Director of PutnamCraig R. Oliver Feb 8, 2007 to Feb 8, 2007²⁴
Managing Director of PutnamJohn Allen Ferry Feb 8, 2007 to Feb 8, 2007²⁵
Managing Director of PutnamRaymond Khalil Haddad Feb 8, 2007 to Feb 8, 2007²⁶
Managing Director of PutnamDenise Dolores Selden Feb 9, 2007 to Feb 9, 2007²⁷
Managing Director of PutnamJeffrey Bruce Sacknowitz Feb 9, 2007 to Feb 9, 2007²⁸
Managing Director of PutnamJoanne Marie Driscoll Feb 9, 2007 to Feb 9, 2007²⁹
Managing Director of PutnamNorman Paul Boucher Feb 9, 2007 to Feb 9, 2007³⁰
Managing Director of PutnamRaman Srivastava Feb 9, 2007 to Feb 9, 2007³¹
Managing Director of PutnamTassel John Charles Van Feb 9, 2007 to Feb 9, 2007³²
Managing Director of PutnamJames Andrew Polk Feb 12, 2007 to Feb 12, 2007³³
Managing Director of PutnamJoseph Hampton Towell Feb 12, 2007 to Feb 12, 2007³⁴
Managing Director of PutnamMichael John Atkin Feb 12, 2007 to Feb 12, 2007³⁵
Officer of Putnam FundsJanet Caroline Smith Feb 28, 2007 to Feb 28, 2007³⁶
Managing Director of PutnamKevin Michael Divney Mar 1, 2007 to Mar 1, 2007³⁷
Trustee of Putnam FundsJameson A. Baxter Mar 28, 2007 to Mar 28, 2007³⁸
Former Putnam OfficerDavid E. Hamlin Oct 19, 2006 to Oct 19, 2006³⁹
Former Putnam OfficerDavid J. Santos Oct 20, 2006 to Oct 20, 2006⁴⁰
Former Putnam OfficerDirk Morris Oct 20, 2006 to Oct 20, 2006⁴¹
Former Putnam OfficerHugh H. Mullin Oct 20, 2006 to Oct 20, 2006⁴²
Former Putnam OfficerJerome J. Jacobs Oct 20, 2006 to Oct 20, 2006⁴³
Former Putnam OfficerJohn F. Boneparth Oct 20, 2006 to Oct 20, 2006⁴⁴
Former Director of IssuerJohn H. Mullin Iii. Oct 20, 2006 to Oct 20, 2006⁴⁵
Former Putnam OfficerMark David Pollard Oct 20, 2006 to Oct 20, 2006⁴⁶
Former Putnam OfficerPaul E. Marrkand Oct 20, 2006 to Oct 20, 2006⁴⁷
Former Putnam OfficerRichard A. Monaghan Oct 20, 2006 to Oct 20, 2006⁴⁸
Former Putnam OfficerStephen Peacher Oct 20, 2006 to Oct 20, 2006⁴⁹
Board memberAnthony Grillo Apr 29, 2025 to now⁵⁰
Board memberCarol L. Colman Apr 29, 2025 to now⁵⁰
Board memberEileen A. Kamerick Apr 29, 2025 to now⁵⁰
Board memberHillary A. Sale Apr 29, 2025 to now⁵⁰
Board memberNisha Kumar Apr 29, 2025 to now⁵⁰
Board memberPeter Daniel Charles Mason Apr 29, 2025 to now⁵⁰
Board memberRobert D. Agdern Apr 29, 2025 to now⁵⁰
Board memberGregory McGreevey May 28, 2024 to now⁵¹
Board memberJennifer Murphy Jul 14, 2022 to Nov 2, 2022⁵²
Board memberMarie Pillai Jul 19, 2022 to now⁵³
Board memberMona Sutphen Apr 30, 2020 to Dec 2, 2022⁵⁴
Board memberCatharine B. Hill Mar 24, 2017 to Feb 6, 2019⁵⁵
Board memberManoj P. Singh Mar 24, 2017 to Jun 6, 2023⁵⁶
Board memberElizabeth T. Kennan Jan 10, 2012 to Jan 12, 2012⁵⁷
Board memberKatinka Domotorffy Sep 19, 2012 to Dec 6, 2012⁵⁸
Board memberLiaquat Ahamed Sep 19, 2012 to Jan 8, 2013⁵⁹
Board memberBarbara M. Baumann Jul 1, 2010 to Jul 2, 2010⁶⁰
Board memberRavi Akhoury Feb 19, 2009 to Apr 3, 2009⁶¹
Board memberCharles E. Haldeman Nov 2, 2009 to Nov 2, 2009⁶²
Board memberW. Thomas Stephens Oct 17, 2008 to Jun 4, 2009⁶³
Board memberJohn A. Hill Jan 26, 2007 to Nov 4, 2016⁶⁴
Board memberJameson A. Baxter Mar 28, 2007 to Nov 2, 2017³⁸
Board memberRobert J. Darretta Jul 17, 2007 to May 1, 2008⁶⁵
Board memberRichard B. Worley Oct 3, 2007 to Nov 12, 2010⁶⁶
Board memberRonald J. Jackson Jan 5, 2006 to Jan 5, 2006⁶⁷
Board memberB. Charles Curtis Oct 13, 2006 to Oct 29, 2014⁶⁸
Board memberKenneth R. Leibler Oct 18, 2006 to Nov 1, 2006⁶⁹
Board memberJohn H. Mullin Iii. Oct 20, 2006 to Oct 20, 2006⁴⁵
Board memberMyra R. Drucker Dec 15, 2006 to Nov 12, 2010⁷⁰
General counselOliveira Marc De Apr 30, 2025 to now⁷¹

Former names

PUTNAM MASTER INTERMEDIATE INCOME TRUSTDec 12, 1994 to Jun 1, 2026²

Timeline

Mar 10, 1988Founded FRANKLIN MASTER INTERMEDIATE INCOME TRUST is founded⁷²

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 three years, summarized. The full record is on SEC EDGAR.

Insider trades and holders

Large holders

Investors who own more than 5% must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively. 20 such filings since October 2021, the latest 10:

From Forms 4 and Schedules 13D and 13G filed with the SEC.

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.

Sources

The numbers on this page point here. Each one links to the record it came from.

1
SEC EDGARFRANKLIN MASTER INTERMEDIATE INCOME TRUST filings on SEC EDGAR
2
SEC EDGARFRANKLIN MASTER INTERMEDIATE INCOME TRUST filings on SEC EDGAR
3
SEC EDGARChristopher Berarducci, Treas/Principal Finan Officer
4
SEC EDGARJeanne Kelly, Senior Vice President
5
SEC EDGARThomas C. Mandia, Senior Vice President
6
SEC EDGARKelley L. Hunt, Mgr Financial Crime Compliance
7
SEC EDGARKevin R. Blatchford, Director Financial Reporting
8
SEC EDGARCarlo Forcione, Head of Product and Strategy
9
SEC EDGARCatherine Saunders, Head,Corporate Sustainability
10
SEC EDGARStephen R. Denny, Head HR- Diversity & Inclusion
11
SEC EDGARJames A. Fetch, Portfolio Manager/Putnam Iv.
12
SEC EDGARJason Vaillancourt, Portfolio Manager/Putnam Inv.
13
SEC EDGAREric H. Sorensen, Managing Director of Putnam
14
SEC EDGARGerald Ian Moore, Managing Director of Putnam
15
SEC EDGARJudith Hayden Swirbalus, Managing Director of Putnam
16
SEC EDGARRobert John Schoen, Managing Director of Putnam
17
SEC EDGARDaniel Stephane Choquette, Managing Director of Putnam
18
SEC EDGARGeoffrey Grant Kelley, Managing Director of Putnam
19
SEC EDGARRobert J. Kea, Managing Director of Putnam
20
SEC EDGARRobert Leonard Salvin, Managing Director of Putnam
21
SEC EDGARTimothy Francis Edmonstone, Managing Director of Putnam
22
SEC EDGARAnthony Eugene Sutton, Managing Director of Putnam
23
SEC EDGARBrian Dunham Lenhardt, Managing Director of Putnam
24
SEC EDGARCraig R. Oliver, Managing Director of Putnam
25
SEC EDGARJohn Allen Ferry, Managing Director of Putnam
26
SEC EDGARRaymond Khalil Haddad, Managing Director of Putnam
27
SEC EDGARDenise Dolores Selden, Managing Director of Putnam
28
SEC EDGARJeffrey Bruce Sacknowitz, Managing Director of Putnam
29
SEC EDGARJoanne Marie Driscoll, Managing Director of Putnam
30
SEC EDGARNorman Paul Boucher, Managing Director of Putnam
31
SEC EDGARRaman Srivastava, Managing Director of Putnam
32
SEC EDGARTassel John Charles Van, Managing Director of Putnam
33
SEC EDGARJames Andrew Polk, Managing Director of Putnam
34
SEC EDGARJoseph Hampton Towell, Managing Director of Putnam
35
SEC EDGARMichael John Atkin, Managing Director of Putnam
36
SEC EDGARJanet Caroline Smith, Officer of Putnam Funds
37
SEC EDGARKevin Michael Divney, Managing Director of Putnam
38
SEC EDGARJameson A. Baxter, Trustee of Putnam Funds
39
SEC EDGARDavid E. Hamlin, Former Putnam Officer
40
SEC EDGARDavid J. Santos, Former Putnam Officer
41
SEC EDGARDirk Morris, Former Putnam Officer
42
SEC EDGARHugh H. Mullin, Former Putnam Officer
43
SEC EDGARJerome J. Jacobs, Former Putnam Officer
44
SEC EDGARJohn F. Boneparth, Former Putnam Officer
45
SEC EDGARJohn H. Mullin Iii., Former Director of Issuer
46
SEC EDGARMark David Pollard, Former Putnam Officer
47
SEC EDGARPaul E. Marrkand, Former Putnam Officer
48
SEC EDGARRichard A. Monaghan, Former Putnam Officer
49
SEC EDGARStephen Peacher, Former Putnam Officer
50
SEC EDGARAnthony Grillo, Board member
51
SEC EDGARGregory McGreevey, Board member
52
SEC EDGARJennifer Murphy, Board member
53
SEC EDGARMarie Pillai, Board member
54
SEC EDGARMona Sutphen, Board member
55
SEC EDGARCatharine B. Hill, Board member
56
SEC EDGARManoj P. Singh, Board member
57
SEC EDGARElizabeth T. Kennan, Board member
58
SEC EDGARKatinka Domotorffy, Board member
59
SEC EDGARLiaquat Ahamed, Board member
60
SEC EDGARBarbara M. Baumann, Board member
61
SEC EDGARRavi Akhoury, Board member
62
SEC EDGARCharles E. Haldeman, Board member
63
SEC EDGARW. Thomas Stephens, Board member
64
SEC EDGARJohn A. Hill, Board member
65
SEC EDGARRobert J. Darretta, Board member
66
SEC EDGARRichard B. Worley, Board member
67
SEC EDGARRonald J. Jackson, Board member
68
SEC EDGARB. Charles Curtis, Board member
69
SEC EDGARKenneth R. Leibler, Board member
70
SEC EDGARMyra R. Drucker, Board member
71
SEC EDGAROliveira Marc De, General counsel
72
gleifFRANKLIN MASTER INTERMEDIATE INCOME TRUST is founded