person · Reporting owner
Bortz Robert Edward III
Disclosed activity across 2 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Angel Oak Financial Strategies Income Term TrustFINS · Entity 5597 | President | October 12, 2026 | October 13, 2026 |
| Angel Oak Strategic Credit FundASCIX · Entity 9847 | President | October 01, 2025 | October 03, 2025 |
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 Financial Strategies Income Term Trust
Report date October 12, 2026 · Filed October 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 1,238 |
Reported balance
After 2026-10-12 transaction · row 1
1 source rowRow 1 · 2026-10-12 · Purchase · Acquired 418 · Balance 1,238 |
Angel Oak Strategic Credit Fund
Report date October 01, 2025 · Filed October 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Angel Oak Strategic Credit FundSEC Table I · non-derivative | Direct | 520.811 |
Reported balance
Holding disclosure · report date 2025-10-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 520.811 |
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 |
|---|---|---|---|---|---|---|
| October 12, 2026 Filed Oct 13, 2026 16:26 UTC | Angel Oak Financial Strategies Income Term Trust FINS · Entity 5597 | PurchaseCOMMON STOCK | 418 | $11.92 | $4,982.56 |
DisclosureSEC source: 0002086785-26-000003 · primary_doc.xml · nonDerivative · entry 1 Bortz Robert Edward III · CIK 0002086785 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,238 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.