Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Angel Oak Dynamic Financial Strategies Income Term TrustDYFN · Entity 124974 | Director | June 25, 2020 | June 25, 2020 |
| Angel Oak Financial Strategies Income Term TrustFINS · Entity 5597 | Director | February 20, 2026 | February 23, 2026 |
| Angel Oak Strategic Credit FundASCIX · Entity 9847 | Director | December 01, 2017 | June 29, 2020 |
| Apollo Diversified Credit FundCRDTX · Entity 76221 | Director | July 12, 2018 | September 19, 2018 |
| Apollo Diversified Real Estate FundGIREX · Entity 75958 | Director | July 12, 2018 | September 19, 2018 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Angel Oak Dynamic Financial Strategies Income Term Trust
Report date June 25, 2020 · Filed June 25, 2020
This filing explicitly reported no securities owned.
Angel Oak Financial Strategies Income Term Trust
Report date February 20, 2026 · Filed February 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 379 |
Reported balance
After 2026-02-20 transaction · row 1
1 source rowRow 1 · 2026-02-20 · Purchase · Acquired 379 · Balance 379 |
Angel Oak Strategic Credit Fund
Report date December 01, 2017 · Filed June 29, 2020
This filing explicitly reported no securities owned.
Apollo Diversified Credit Fund
Report date July 12, 2018 · Filed September 19, 2018
This filing explicitly reported no securities owned.
Apollo Diversified Real Estate Fund
Report date July 12, 2018 · Filed September 19, 2018
This filing explicitly reported no securities owned.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 20, 2026 Filed Feb 23, 2026 14:40 UTC | Angel Oak Financial Strategies Income Term Trust FINS · Entity 5597 | PurchaseCOMMON STOCK | 379 | $13.17 | $4,991.43 |
DisclosureSEC source: 0001753542-26-000001 · primary_doc.xml · nonDerivative · entry 1 Cohen Ira P · CIK 0001753542 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 379 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.