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Export transactions ↓Last 12 months
Inside the activity.
9 purchase rows · 0 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 3 | 0 |
| Dec 2025 | 1 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 1 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 1 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 2 | 0 |
| Oct 2026 | 1 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 15, 2020 Filed May 19, 2020 17:03 UTC |
Abghari NavidPortfolio Manager
|
PurchaseAngel Oak Financial Strategies Income Term Trust | 400 | $15.80 | $6,320.00 |
DisclosureSEC source: 0001778053-20-000003 · primary_doc.xml · nonDerivative · entry 2 Abghari Navid · CIK 0001778053 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,942 Read SEC document |
| May 15, 2020 Filed May 19, 2020 17:03 UTC |
Abghari NavidPortfolio Manager
|
PurchaseAngel Oak Financial Strategies Income Term Trust | 300 | $15.79 | $4,737.00 |
DisclosureSEC source: 0001778053-20-000003 · primary_doc.xml · nonDerivative · entry 1 Abghari Navid · CIK 0001778053 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,542 Read SEC document |
| March 23, 2020 Filed Mar 25, 2020 16:48 UTC |
Abghari NavidPortfolio Manager
|
PurchaseAngel Oak Financial Strategies Income Term Trust | 244 | $14.64 | $3,572.16 |
DisclosureSEC source: 0001778053-20-000002 · primary_doc.xml · nonDerivative · entry 3 Abghari Navid · CIK 0001778053 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,242 Read SEC document |
| March 23, 2020 Filed Mar 25, 2020 16:48 UTC |
Abghari NavidPortfolio Manager
|
PurchaseAngel Oak Financial Strategies Income Term Trust | 2,030 | $14.62 | $29,678.60 |
DisclosureSEC source: 0001778053-20-000002 · primary_doc.xml · nonDerivative · entry 2 Abghari Navid · CIK 0001778053 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,998 Read SEC document |
| March 23, 2020 Filed Mar 25, 2020 16:48 UTC |
Abghari NavidPortfolio Manager
|
PurchaseAngel Oak Financial Strategies Income Term Trust | 500 | $14.61 | $7,305.00 |
DisclosureSEC source: 0001778053-20-000002 · primary_doc.xml · nonDerivative · entry 1 Abghari Navid · CIK 0001778053 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,968 Read SEC document |
| March 18, 2020 Filed Mar 19, 2020 12:44 UTC |
Prabhu SreeniwasDirector
|
PurchaseAngel Oak Financial Strategies Income Term Trust | 14,651 | $16.38 | $239,940.89 |
DisclosureSEC source: 0001724113-20-000001 · primary_doc.xml · nonDerivative · entry 2 Prabhu Sreeniwas · CIK 0001724113 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,151 Read SEC document |
| March 18, 2020 Filed Mar 19, 2020 12:28 UTC |
Fierman MichaelInvestment Adviser Principal
|
PurchaseAngel Oak Financial Strategies Income Term Trust | 1,465 | $16.44 | $24,086.50 |
DisclosureSEC source: 0001724044-20-000001 · primary_doc.xml · nonDerivative · entry 2 Fierman Michael · CIK 0001724044 · Investment Adviser Principal 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,151 Read SEC document |
| March 18, 2020 Filed Mar 20, 2020 15:45 UTC |
Abghari NavidPortfolio Manager
|
PurchaseAngel Oak Financial Strategies Income Term Trust | 168 | $12.43 | $2,088.24 |
DisclosureSEC source: 0001778053-20-000001 · primary_doc.xml · nonDerivative · entry 3 Abghari Navid · CIK 0001778053 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,468 Read SEC document |
| March 18, 2020 Filed Mar 20, 2020 15:45 UTC |
Abghari NavidPortfolio Manager
|
PurchaseAngel Oak Financial Strategies Income Term Trust | 100 | $12.46 | $1,246.00 |
DisclosureSEC source: 0001778053-20-000001 · primary_doc.xml · nonDerivative · entry 2 Abghari Navid · CIK 0001778053 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,300 Read SEC document |
| March 18, 2020 Filed Mar 20, 2020 15:45 UTC |
Abghari NavidPortfolio Manager
|
PurchaseAngel Oak Financial Strategies Income Term Trust | 1,200 | $12.27 | $14,724.00 |
DisclosureSEC source: 0001778053-20-000001 · primary_doc.xml · nonDerivative · entry 1 Abghari Navid · CIK 0001778053 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 Read SEC document |
| March 17, 2020 Filed Mar 19, 2020 12:44 UTC |
Prabhu SreeniwasDirector
|
PurchaseAngel Oak Financial Strategies Income Term Trust | 500 | $16.36 | $8,180.00 |
DisclosureSEC source: 0001724113-20-000001 · primary_doc.xml · nonDerivative · entry 1 Prabhu Sreeniwas · CIK 0001724113 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,500 Read SEC document |
| March 17, 2020 Filed Mar 19, 2020 12:28 UTC |
Fierman MichaelInvestment Adviser Principal
|
PurchaseAngel Oak Financial Strategies Income Term Trust | 13,686 | $16.31 | $223,198.13 |
DisclosureSEC source: 0001724044-20-000001 · primary_doc.xml · nonDerivative · entry 1 Fierman Michael · CIK 0001724044 · Investment Adviser Principal 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,686 Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 13:51 UTC |
Palsson JohannesPortfolio Manager
|
PurchaseAngel Oak Financial Strategies Income Term Trust | 3,000 | $17.00 | $50,993.70 |
DisclosureSEC source: 0001777418-20-000001 · primary_doc.xml · nonDerivative · entry 1 Palsson Johannes · CIK 0001777418 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,060 Read SEC document |
| September 23, 2019 Filed Sep 25, 2019 16:54 UTC |
Palsson JohannesPortfolio Manager
|
PurchaseAngel Oak Financial Strategies Income Term Trust | 69 | $20.23 | $1,395.87 |
DisclosureSEC source: 0001723854-19-000020 · primary_doc.xml · nonDerivative · entry 1 Palsson Johannes · CIK 0001777418 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,636 Read SEC document |
| August 21, 2019 Filed Aug 23, 2019 15:36 UTC |
Palsson JohannesPortfolio Manager
|
PurchaseAngel Oak Financial Strategies Income Term Trust | 67 | $20.64 | $1,382.88 |
DisclosureSEC source: 0001723854-19-000019 · primary_doc.xml · nonDerivative · entry 1 Palsson Johannes · CIK 0001777418 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,567 Read SEC document |
| July 08, 2019 Filed Jul 9, 2019 13:30 UTC |
Pate CherylPortfolio Manager
|
PurchaseAngel Oak Financial Strategies Income Term Trust | 1,500 | $20.01 | $30,010.35 |
DisclosureSEC source: 0001723854-19-000018 · primary_doc.xml · nonDerivative · entry 2 Pate Cheryl · CIK 0001777480 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 3,750 F1 · balance_after: 2,250 shares owned directly; 1,500 shares owned indirectly Read SEC document |
| July 08, 2019 Filed Jul 9, 2019 13:30 UTC |
Pate CherylPortfolio Manager
|
PurchaseAngel Oak Financial Strategies Income Term Trust | 2,000 | $20.01 | $40,013.80 |
DisclosureSEC source: 0001723854-19-000018 · primary_doc.xml · nonDerivative · entry 1 Pate Cheryl · CIK 0001777480 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,750 F1 · balance_after: 2,250 shares owned directly; 1,500 shares owned indirectly Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.