Evergreen holds 2,178,205 shares in Templeton Emerging Markets Income Fund (TEI) — Schedule 13G/A
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G/A
Rhea-AI Filing Summary
Templeton Emerging Markets Income Fund ownership update: Evergreen Capital Management LLC reports beneficial ownership of 2,178,205 shares of Common Stock, representing 4.61% of the class as of 03/31/2026. The filing is an Amendment No. 4 to a Schedule 13G/A and states Evergreen holds sole voting and dispositive power over the reported shares. The filing is signed by Chief Compliance Officer Wyatt Hay on 04/13/2026. The report notes this position is within the “Ownership of 5 Percent or Less of a Class” category.
Positive
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Negative
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Key Figures
Beneficial ownership: 2,178,205 shares
Percent of class: 4.61%
Filing type: Schedule 13G/A Amendment No. 4
+2 more
5 metrics
Beneficial ownership
2,178,205 shares
reported beneficially owned (Common Stock)
Percent of class
4.61%
percent of class as of 03/31/2026
Filing type
Schedule 13G/A Amendment No. 4
Amendment to beneficial ownership report
Report date
03/31/2026
date tied to the reported ownership figures
Signature date
04/13/2026
date the filing was signed by the Chief Compliance Officer
Key Terms
Schedule 13G/A, beneficially owned, sole dispositive power
3 terms
Schedule 13G/A regulatory
"Amendment No. 4 to a Schedule 13G/A reporting beneficial ownership"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
beneficially owned financial
"Amount beneficially owned: 2,178,205"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive power regulatory
"Sole Dispositive Power 2,178,205.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
FAQ
What stake does Evergreen Capital report in TEI?
Evergreen Capital reports beneficial ownership of 2,178,205 shares of TEI common stock, equal to 4.61% of the class as of 03/31/2026. The filing classifies this as ownership of 5% or less.
Which form did Evergreen file to report this TEI position?
Evergreen filed an Amendment No. 4 to a Schedule 13G/A to report the position in Templeton Emerging Markets Income Fund (TEI). The signature date on the amendment is 04/13/2026.
Does this filing indicate Evergreen intends to exceed 5% ownership in TEI?
No. The document classifies the holding under Ownership of 5 Percent or Less of a Class and reports 4.61% as of 03/31/2026, indicating the position remains below the 5% threshold.
Who signed the Schedule 13G/A amendment for Evergreen Capital?
Wyatt Hay, Chief Compliance Officer of Evergreen Capital Management LLC, signed the Amendment No. 4 to the Schedule 13G/A on 04/13/2026, certifying the reported ownership figures.