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FINS · Angel Oak Financial Strategies Income Term Trust
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FINS Angel Oak Financial Strategies Income Term Trust (FINS) Insider Trading, Ownership & Congress Trades

Funds & Trusts · Registered investment company · CIK 0001745059
C-suite buying · 1
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
23
13F, latest reported quarter

What the filings say about FINS

Insiders, 180 days
+$29.4K net bought
2 buyers

Angel Oak Financial Strategies Income Term Trust insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, Angel Oak Financial Strategies Income Term Trust insiders bought a net $29.4K of stock across 30 Form 4 purchases and sales, with 2 insiders buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
BUY
2026-10-13 SECtraded 2026-10-12
418
$5.0K
+0.7%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 33.8% of the 1,238 shares held after it.
  • 1 other insider bought within 30 days.
  • 23 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President Bortz Robert Edward III bought about $5.0K of FINS on Oct 12, 2026; 1 other insider bought within 30 days and 23 funds added in the latest 13F quarter.
BUY
2026-09-28 SECtraded 2026-09-25
1,000
$11.9K
+0.9%
Context
  • 5 earlier Form 4 trades (code P or S) here by this insider (4 buys, 1 sale), the last on Sep 14, 2026.
  • +2.8% median (+1.8% mean) 90-day return after 3 previous buys.
  • The trade is 13.0% of the 7,667 shares held after it.
  • 1 other insider bought within 30 days.
  • 23 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider Parks Kevin bought about $11.9K of FINS on Sep 25, 2026; 1 other insider bought within 30 days and 23 funds added in the latest 13F quarter.
BUY
2026-09-14 SEC
1,000
$12.5K
-3.2%
Context
  • 4 earlier Form 4 trades (code P or S) here by this insider (3 buys, 1 sale), the last on Jun 2, 2025.
  • +2.8% median (+1.8% mean) 90-day return after 3 previous buys.
  • The trade is 15.0% of the 6,667 shares held after it.
  • 1 other insider bought within 30 days.
  • 23 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider Parks Kevin bought about $12.5K of FINS on Sep 14, 2026; 1 other insider bought within 30 days and 23 funds added in the latest 13F quarter.
Director
BUY
2026-02-23 SECtraded 2026-02-20
379
$5.0K
-6.0%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 100.0% of the 379 shares held after it.
  • No other insider bought within 30 days.
  • 23 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Cohen Ira P bought about $5.0K of FINS on Feb 20, 2026; 23 funds added in the latest 13F quarter.
BUY
2026-01-30 SECtraded 2025-12-12
9
$118
-5.8%
Context
  • 8 earlier Form 4 trades (code P or S) here by this insider (8 buys), the last on Nov 7, 2025.
  • +1.0% median (+1.5% mean) 90-day return after 8 previous buys.
  • The trade is 0.0% of the 125,420 shares held after it.
  • 1 other insider bought within 30 days.
  • 23 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider Fierman Michael bought about $118 of FINS on Dec 12, 2025; 1 other insider bought within 30 days and 23 funds added in the latest 13F quarter.
30 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
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Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net +$29.4K over 180 days
+$29.4K over 90 days
below 51% of Funds & Trusts
Congress
no House purchase disclosed in the last 12 months
Funds
23 funds bought in last quarter
below 82% of Funds & Trusts
Revenue
no revenue reported in any filing
Margin
no margin: no revenue reported
Buybacks
no share repurchases reported
Short interest
1.0 days to cover · settled 2026-09-30
What changed in the last 30 days
Oct 13President Bortz Robert Edward III bought $5.0K (Oct 12)

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The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-1.8%12M
-3%+0%+3%+6%2025-102025-122026-022026-042026-062026-082026-10 2025-11-07 · Fierman Michael bought $209.9K2025-11-20 · Prabhu Sreeniwas bought $118.5K2026-09-14 · Parks Kevin bought $12.5K2026-09-25 · Parks Kevin bought $11.9K2026-02-20 · Cohen Ira P bought $5.0K2026-10-12 · Bortz Robert Edward III bought $5.0K2025-11-06 · Fierman Michael bought $4.1K2025-12-12 · Fierman Michael bought $118
Insider buy
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns FINS: institutional holders (13F)

13F holdings, latest reported quarter
$59.6M
$16.5M
1,100,004 sh
$14.1M
707,959 sh
$9.1M
627,001 sh
$8.0M

Congress trades in FINS

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

FINS planned insider sales (Form 144)

No planned-sale notices
No insider has filed to sell. Watch this after a run-up.

FINS mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
First Trust Income Opportunities ETF
$1.7M position · as of 2026-05-31
2.1%
Sit Balanced Fund
$360.7K position · as of 2026-06-30
0.5%
Multi-Hedge Strategies Fund
$2.9K position · as of 2026-06-30
0.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders are net buyers of their own stock.
The record shows a net $29.4K bought by insiders over 180 days, 23 funds added last quarter. Each figure is a federal filing, dated the day it went public.
Same sector, ranked by filing activity
Sector by SEC SIC code

FINS Stock Sonar score 2/7 axes

Find similar shapesCompare
Insider conviction
59
Inputs
  • Net Form 4 buying (codes P and S), 180d$29K · 48 pct, sector of 142
  • Insider buyers, 180d2 · 70 pct, sector of 142
Institutional and government
18
Inputs
  • Funds adding, latest quarter23 · 18 pct, sector of 210
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
5 not measured: Profitability, Financial health, Growth, Risk and compliance, US patents
  • Profitability needs 2 of 4 inputs, 0 present: not filed
  • Financial health needs 1 of 2 inputs, 0 present: not filed
  • Growth needs 1 of 2 inputs, 0 present: no backlog line filed, or no year-earlier backlog; no revenue for this year and the year before
  • Risk and compliance needs 1 of 4 inputs, 0 present: needs two 10-Ks with a Risk Factors section (not 20-F filers or stubs); no short interest or no free float on file; revenue under $50M or not filed, so a count cannot be scaled to size
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

2 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

FINS filings, in plain words

Are Angel Oak Financial Strategies Income Term Trust insiders buying or selling FINS?

In the 180 days to 2026-10-28, Angel Oak Financial Strategies Income Term Trust insiders were net buyers, a net $29.4K across purchases and sales reported on Form 4, by 2 buyers.

Read the full summary

In the 180 days to 2026-10-28, Angel Oak Financial Strategies Income Term Trust insiders were net buyers of FINS, a net $29.4K across purchases and sales reported on Form 4 by 2 buyers. 2 different insiders reported purchases within the last 90 days, a cluster buy, which is rarer than a single purchase. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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