MEGI advisory board member reports no share ownership

NYLI CBRE Global Infrastructure Megatrends Term Fund insider Stephanie Lynch, an advisory board member, filed an initial statement of beneficial ownership.

Accepted by SEC EDGAR 01/08/2026 - 11:14 AM EST Learn about SEC filing dates

Rhea-AI Filing Summary

NYLI CBRE Global Infrastructure Megatrends Term Fund insider Stephanie Lynch, an advisory board member, filed an initial statement of beneficial ownership. The filing reports that she directly owns 0 shares of beneficial interest in the fund and lists no derivative securities, such as options or warrants. This establishes her current reported equity position in the fund as having no beneficial ownership at the time of the filing.

Insider Trade Summary

Holdings reported, no transactions

Holdings

Insider Lynch Stephanie

Role Insider

Type	Security	Shares	Price	Value
Holding	Shares of beneficial interest	--	--	--

Holdings: Shares of beneficial interest — 0 shares (Direct)

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

Who is the reporting person in the MEGI insider ownership filing?

The reporting person is Stephanie Lynch, who serves as an Advisory Board Member for NYLI CBRE Global Infrastructure Megatrends Term Fund (MEGI).

How many MEGI shares does Stephanie Lynch report owning?

Stephanie Lynch reports owning 0 shares of beneficial interest in NYLI CBRE Global Infrastructure Megatrends Term Fund, held directly.

Does Stephanie Lynch report any derivative securities in MEGI?

No. The filing shows no derivative securities (such as options, warrants, or convertible securities) beneficially owned by Stephanie Lynch.

What is Stephanie Lynch’s relationship to NYLI CBRE Global Infrastructure Megatrends Term Fund (MEGI)?

Stephanie Lynch is listed as an Advisory Board Member of NYLI CBRE Global Infrastructure Megatrends Term Fund.

Is this MEGI insider ownership filing for one person or a group?

The document indicates that the form is filed by one reporting person, namely Stephanie Lynch.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

Lynch Stephanie

(Last) (First) (Middle)

51 MADISON AVENUE

(Street)

NEW YORK NY 10010

(City) (State) (Zip)

2. Date of Event Requiring Statement (Month/Day/Year)
01/01/2026

3. Issuer Name and Ticker or Trading Symbol
NYLI CBRE Global Infrastructure Megatrends Term Fund [ MEGI ]

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
	Officer (give title below)	X	Other (specify below)
			Advisory Board Member

5. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)
Shares of beneficial interest	0	D

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

	/s/ Brian J. McGrady, Attorney-in-Fact	01/08/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.