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 | Mullins Andrea Director | 2025-08-14 15:12:02 | 7,585 0 | 7,585 | Form 4 |
| 11 | Parks Kevin Portfolio Manager | 2025-06-03 08:09:53 | 5,667 0 | 5,667 | Form 4 |
| 12 | Abghari Navid Portfolio Manager | 2021-10-22 12:47:53 | 4,024 0 | 4,024 | Form 4 |
| 13 | Eldredge William Chief Compliance Officer | 2025-08-06 06:42:03 | 2,940 0 | 2,940 | Form 4 |
| 14 | Hsu John R Secretary | 2021-10-18 15:36:37 | 2,667 0 | 2,667 | Form 4 |
| 15 | Bortz Robert Edward III President | 2025-10-03 08:19:03 | 820 0 | 820 | Form 3 |
| 16 | Sluss Kevin Secretary | 2022-08-16 10:54:45 | 0 0 | 0 | Form 3 |
| 17 | Likhite Nilesh Vijay Treasurer | 2025-01-13 11:12:02 | 0 0 | 0 | Form 3 |
| 18 | Journy Patrick Colmark Treasurer | 2024-09-18 08:10:57 | 0 0 | 0 | Form 3 |
| 19 | Triick Clayton Director | 2024-06-25 09:56:31 | 0 0 | 0 | Form 3 |
| 20 | Richardson William Mitchell Treasurer | 2024-04-08 10:12:59 | 0 0 | 0 | Form 3 |
| 21 | Colombo Michael James Secretary | 2023-11-20 18:34:45 | 0 0 | 0 | Form 3 |
| 22 | Langley Adam Chief Compliance Officer | 2019-05-24 14:10:33 | 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 | Dunlap Samuel R. Director | 2019-05-28 18:17:53 | 0 0 | 0 | Form 3 |
| 25 | Stueve James E. Director | 2019-05-24 15:23:13 | 0 0 | 0 | Form 3 |
| 26 | Friedlander Brad Investment Adviser Principal | 2019-05-24 15:10:52 | 0 0 | 0 | Form 3 |
| 27 | SCHAPPERT KEITH M Director | 2019-05-24 14:53:19 | 0 0 | 0 | Form 3 |
| 28 | Cohen Ira P Director | 2019-05-24 14:44:16 | 0 0 | 0 | Form 3 |
| 29 | Fazioli Daniel Treasurer | 2019-05-24 14:38:26 | 0 0 | 0 | Form 3 |
| 30 | Chang Lu Secretary | 2019-05-24 14:32:49 | 0 0 | 0 | Form 3 |
| 31 | Black Dory President | 2019-05-24 14:25:03 | 0 0 | 0 | Form 3 |