Business Context and Reporting Period
This Form 8-K is a current report filed by XAI Octagon Floating Rate & Alternative Income Trust (the "Trust") on May 29, 2026. The Trust is incorporated in Delaware and its common shares trade on the New York Stock Exchange under the symbol XFLT.
Key Financial Metrics
The filing text does not provide a clear value for revenue, profit, cash flow, margins, debt, or liquidity. This report focuses exclusively on a corporate governance event rather than financial performance.
Material Changes
The Trust announced a change to its legal name. As previously disclosed on May 19, 2026, the name will change from "XAI Octagon Floating Rate & Alternative Income Trust" to "XAI Floating Rate & Alternative Income Trust". The effective date for this change is June 8, 2026.
Guidance, Outlook, and Risks
The filing contains no management commentary regarding financial guidance, future outlook, risks, contingencies, or unusual items. The sole purpose of this report is to disclose the upcoming name change under Item 8.01 (Other Events).
Investor Verification Checklist
- Verify the effective date of the name change (June 8, 2026).
- Confirm the new legal name: "XAI Floating Rate & Alternative Income Trust".
- Check subsequent filings to ensure the trading symbol (XFLT) remains unchanged or note any updates.
- Review the prior Form 8-K filed on May 19, 2026, for the initial announcement details.