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FINS

Angel Oak Financial Strategies Income Term Trust

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Tapewire entity
5597
SEC CIK
0001745059
Parsed reports
98

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
MonthPurchasesSales
Nov 202530
Dec 202510
Jan 202600
Feb 202610
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202610
Aug 202600
Sep 202620
Oct 202610

Latest available

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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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 PurchaseAngel Oak Financial Strategies Income Term Trust 14,651 $16.38 $239,940.89
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 PurchaseAngel Oak Financial Strategies Income Term Trust 500 $16.36 $8,180.00
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.