| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Angel Oak Financial Strategies Income Term Trust | Director, Portfolio Manager | Common Stock | 8,554 | $113,163 | $13.23 | 14 May 2025 | Direct |
| Angel Oak Dynamic Financial Strategies Income Term Trust | Portfolio Manager | Common Stock | 0 | $16.13 | 29 Jul 2022 | By Spouse | |
| Angel Oak Financial Strategies Income Term Trust | Director, Portfolio Manager | Transferable Subscription Right(right to buy) | 0 | 14 May 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| FINS | Angel Oak Financial Strategies Income Term Trust | 14 May 2025 | 2 | +$28,101 | 4 | Director, Portfolio Manager | 16 May 2025, 09:15 |
| FINS | Angel Oak Financial Strategies Income Term Trust | 29 Jul 2022 | 1 | $0 | 4 | Portfolio Manager | 02 Aug 2022, 15:52 |
| /report/000181632122000004-pate-cheryl-2022-07-29 | Angel Oak Dynamic Financial Strategies Income Term Trust | 29 Jul 2022 | 1 | $0 | 4 | Portfolio Manager | 02 Aug 2022, 14:38 |
| ASCIX | Angel Oak Strategic Credit Fund | 09 Feb 2022 | 0 | $0 | 3 | Director | 01 Apr 2024, 11:18 |
| FINS | Angel Oak Financial Strategies Income Term Trust | 19 Oct 2021 | 2 | +$530 | 4 | Portfolio Manager | 22 Oct 2021, 13:00 |
| FINS | Angel Oak Financial Strategies Income Term Trust | 14 Oct 2021 | 2 | +$18,742 | 4 | Portfolio Manager | 18 Oct 2021, 14:53 |