GJO STRATS SM TRUST FOR WAL-MART STORES, INC. SECURITIES, SERIES 2005-4

NEUTRAL Impact: 2/10 8-K
Horizon immediate Filed May 28, 2026 Processed 12d 17h ago SEC 0001999371-26-011575
8-K context-dependent: Items 8.01
Latest settled — T+5d
GJO ▲ +2.19% at T+5d
NEUTRAL call ✓ call won +2.19% · α vs SPY +2.24% · entry $24.22 → $24.75
Next anchor: T+20d in 16d
Last close $24.72 (close Jun 8) · +2.06% from $24.22 entry
Entry anchored
May 28, 2026
via day open
T+1d
0.00%
call 0.00% · α -0.24%
$24.22
settled 12d ago
T+5d
+2.19%
call +2.19% · α +2.24%
$24.75
settled 6d ago
T+20d
call — · α —
in 16d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

The trust reported a routine scheduled distribution on May 15, 2026, paying $0.09238979 per certificate in interest (total $50,492.87 from the swap counterparty) with no principal distribution. No fees were paid, and no interest was due and unpaid. The underlying collateral remains $13,663,000 of Wal-Mart 7.55% Notes due 2030, with 546,520 certificates outstanding.

Actionable Insight

This is a routine scheduled distribution with no missed payments or credit events. The trust continues to perform as expected. No trading action warranted — monitor future distributions for any deviation from the scheduled interest payments.

Key Facts

  • Distribution of $0.09238979 per $25 certificate (interest only, no principal) paid on May 15, 2026
  • Total interest received from swap counterparty: $50,492.87
  • No interest due and unpaid as of distribution date
  • No fees paid to trustee or any other party
  • Underlying securities: $13,663,000 aggregate liquidation amount of Wal-Mart 7.55% Notes due 2030
  • 546,520 certificates outstanding with $13,663,000 aggregate certificate principal balance

Financial Impact

Routine quarterly interest distribution of $50,492.87 ($0.09238979 per certificate) — no principal payment, no missed payments, no fees.

Risk Factors

  • No credit rating provided in the filing; underlying Wal-Mart notes are investment grade but rating should be verified independently
  • Trust is a static structured product with no active management — performance depends entirely on Wal-Mart's credit standing

Market Snapshot

Exchange
NYSE
Sector
Asset-Backed Securities

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001999371-26-011575
Exhibit: ex99-1.htm0001999371-26-011575
Document: 0001999371-26-011575-index-headers.html0001999371-26-011575
Document: 0001999371-26-011575-index.html0001999371-26-011575
Document: 0001999371-26-011575.txt0001999371-26-011575
2 reports for GJO
Performance horizon
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Reports for GJO — sortable, filterable
Type Now
May 28, 2026
12d ago
8-K
NEUTRAL ★ 2/10
$24.22 $24.75▲ +2.19%▲ +2.24%$24.72 (+2.06%)
Apr 22, 2026
6w ago
8-K
NEUTRAL ★ 3/10
$24.87 $25.02▲ +0.60%▲ +0.55%$24.72 (−0.60%)
Showing 2 of 2

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