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 | May 22, 2025 | May 22, 2025 |
| Angel Oak Strategic Credit FundASCIX · Entity 9847 | Director | February 12, 2019 | April 02, 2019 |
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 May 22, 2025 · Filed May 22, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,000 |
Reported balance
After 2025-05-22 transaction · row 1
1 source rowRow 1 · 2025-05-22 · Purchase · Acquired 20,000 · Balance 20,000 |
Angel Oak Strategic Credit Fund
Report date February 12, 2019 · Filed April 02, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Angel Oak Strategic Credit FundSEC Table I · non-derivative | Direct | 71,341.21 |
Reported balance
After 2019-02-12 transaction · row 1
1 source rowRow 1 · 2019-02-12 · Purchase · Acquired 71,341.21 · Balance 71,341.21 |
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 |
|---|---|---|---|---|---|---|
| May 22, 2025 Filed May 22, 2025 16:28 UTC | Angel Oak Financial Strategies Income Term Trust FINS · Entity 5597 | PurchaseCommon Stock | 20,000 | $13.12 | $262,492.00 |
DisclosureSEC source: 0001198600-25-000002 · primary_doc.xml · nonDerivative · entry 1 Albe Alvin R Jr · CIK 0001198600 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,000 Read SEC document |
| February 12, 2019 Filed Apr 2, 2019 14:30 UTC | Angel Oak Strategic Credit Fund ASCIX · Entity 9847 | PurchaseAngel Oak Strategic Credit Fund | 71,341.21 | $24.53 | $1,749,999.88 |
DisclosureSEC source: 0001198600-19-000001 · primary_doc.xml · nonDerivative · entry 1 Albe Alvin R Jr · CIK 0001198600 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,341.21 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.