List of insiders holdings for Angel Oak Financial Strategies Income Term Trust:
- Shares directly owned by the insider.
- Shares indirectly owned by the insider.
- Total shares owned by the insider (sum of shares directly and indirectly owned).
- Total market value if available.
- Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
| # | Insider Holder Name | Report Date Time |
Shares Owned Directly Indirectly |
Total Shares Owned |
Filing |
| 1 | Sun Life Assurance Co of Canada SUN LIFE FINANCIAL INC 10% Owner |
2021-07-19 21:03:36 | 22,500,000 35,000,000 |
57,500,000 | Form 3/A |
| 2 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO 10% Owner |
2021-10-08 16:59:24 | 23,600,000 25,000,000 |
48,600,000 | Form 3 |
| 3 | ASHER DANIEL 10% Owner |
2024-09-03 12:16:47 | 1,203,699 0 |
1,203,699 | Form 13G |
| 4 | Prabhu Sreeniwas Investment Adviser Principal |
2025-05-16 08:48:21 | 165,977 0 |
165,977 | Form 4/A |
| 5 | Angel Oak Capital Partners II LLC General Partner of Adviser |
2024-08-29 12:58:40 | 136,798 0 |
136,798 | Form 4 |
| 6 | Fierman Michael Investment Adviser Principal |
2025-05-28 07:55:38 | 109,200 0 |
109,200 | Form 4 |
| 7 | Palsson Johannes Portfolio Manager |
2025-05-16 08:41:08 | 68,789 0 |
68,789 | Form 4 |
| 8 | Albe Alvin R Jr Director |
2025-05-22 12:28:07 | 20,000 0 |
20,000 | Form 4 |
| 9 | Pate Cheryl Portfolio Manager |
2025-05-16 09:15:25 | 8,554 0 |
8,554 | Form 4 |
| 10 | Parks Kevin Portfolio Manager |
2025-06-03 08:09:53 | 5,667 0 |
5,667 | Form 4 |
| 11 | Abghari Navid Portfolio Manager |
2021-10-22 12:47:53 | 4,024 0 |
4,024 | Form 4 |
| 12 | Hsu John R Secretary |
2021-10-18 15:36:37 | 2,667 0 |
2,667 | Form 4 |
| 13 | Eldredge William Chief Compliance Officer |
2025-05-16 07:57:04 | 1,020 0 |
1,020 | Form 4 |
| 14 | Mullins Andrea Director |
2019-05-24 15:20:35 | 0 0 |
0 | Form 3 |
| 15 | Black Dory President |
2019-05-24 14:25:03 | 0 0 |
0 | Form 3 |
| 16 | Chang Lu Secretary |
2019-05-24 14:32:49 | 0 0 |
0 | Form 3 |
| 17 | Fazioli Daniel Treasurer |
2019-05-24 14:38:26 | 0 0 |
0 | Form 3 |
| 18 | Cohen Ira P Director |
2019-05-24 14:44:16 | 0 0 |
0 | Form 3 |
| 19 | SCHAPPERT KEITH M Director |
2019-05-24 14:53:19 | 0 0 |
0 | Form 3 |
| 20 | Friedlander Brad Investment Adviser Principal |
2019-05-24 15:10:52 | 0 0 |
0 | Form 3 |
| 21 | Likhite Nilesh Vijay Treasurer |
2025-01-13 11:12:02 | 0 0 |
0 | Form 3 |
| 22 | Journy Patrick Colmark Treasurer |
2024-09-18 08:10:57 | 0 0 |
0 | Form 3 |
| 23 | Angel Oak Capital Advisors LLC Investment Adviser |
2021-01-12 13:32:35 | 0 0 |
0 | Form 4 |
| 24 | Triick Clayton Director |
2024-06-25 09:56:31 | 0 0 |
0 | Form 3 |
| 25 | Richardson William Mitchell Treasurer |
2024-04-08 10:12:59 | 0 0 |
0 | Form 3 |
| 26 | Colombo Michael James Secretary |
2023-11-20 18:34:45 | 0 0 |
0 | Form 3 |
| 27 | Sluss Kevin Secretary |
2022-08-16 10:54:45 | 0 0 |
0 | Form 3 |
| 28 | Langley Adam Chief Compliance Officer |
2019-05-24 14:10:33 | 0 0 |
0 | Form 3 |
| 29 | Stueve James E. Director |
2019-05-24 15:23:13 | 0 0 |
0 | Form 3 |
| 30 | Dunlap Samuel R. Director |
2019-05-28 18:17:53 | 0 0 |
0 | Form 3 |