| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Angel Oak Financial Strategies Income Term Trust | Director, Portfolio Manager | Common Stock | 8.55K | $113K | $13.23 | May 14, 2025 | Direct |
| Angel Oak Dynamic Financial Strategies Income Term Trust | Portfolio Manager | Common Stock | 0 | $16.13 | Jul 29, 2022 | By Spouse | |
| Angel Oak Financial Strategies Income Term Trust | Director, Portfolio Manager | Transferable Subscription Right(right to buy) | 0 | May 14, 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| FINS | Angel Oak Financial Strategies Income Term Trust | May 14, 2025 | 2 | $28.1K | 4 | May 16, 2025 | Director, Portfolio Manager |
| FINS | Angel Oak Financial Strategies Income Term Trust | Jul 29, 2022 | 1 | $0 | 4 | Aug 2, 2022 | Portfolio Manager |
| DYFN | Angel Oak Dynamic Financial Strategies Income Term Trust | Jul 29, 2022 | 1 | $0 | 4 | Aug 2, 2022 | Portfolio Manager |
| ASCIX | Angel Oak Strategic Credit Fund | Feb 9, 2022 | 0 | $0 | 3 | Apr 1, 2024 | Director |
| FINS | Angel Oak Financial Strategies Income Term Trust | Oct 19, 2021 | 2 | $530 | 4 | Oct 22, 2021 | Portfolio Manager |
| FINS | Angel Oak Financial Strategies Income Term Trust | Oct 14, 2021 | 2 | $18.7K | 4 | Oct 18, 2021 | Portfolio Manager |