XFLT XAI Floating Rate & Alternative Income Trust (XFLT) Insider Trading, Ownership & Congress Trades
Funds & Trusts · Registered investment company · CIK 0001703079
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
30
13F, latest reported quarter
What the filings say about XFLT
Insiders, 180 days
+$50.6K net bought
1 buyer
XAI Floating Rate & Alternative Income 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, XAI Floating Rate & Alternative Income Trust insiders bought a net $50.6K of stock across 70 Form 4 purchases and sales, with 1 insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 41 earlier Form 4 trades (code P or S) here by this insider (41 buys), the last on Oct 21, 2026.
- +3.3% median (+3.5% mean) 90-day return after 21 previous buys.
- The trade is 0.9% of the 115,357 shares held after it.
- No other insider bought within 30 days.
- 30 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Vice President Spence John Yogi bought about $16.5K of XFLT on Oct 23, 2026; 30 funds added in the latest 13F quarter.Context
- 40 earlier Form 4 trades (code P or S) here by this insider (40 buys), the last on Feb 19, 2026.
- +3.3% median (+3.5% mean) 90-day return after 21 previous buys.
- The trade is 1.7% of the 114,357 shares held after it.
- No other insider bought within 30 days.
- 30 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider Spence John Yogi bought about $34.1K of XFLT on Oct 21, 2026; 30 funds added in the latest 13F quarter.Context
- 39 earlier Form 4 trades (code P or S) here by this insider (39 buys), the last on Feb 21, 2025.
- +4.1% median (+3.6% mean) 90-day return after 20 previous buys.
- The trade is 0.9% of the 561,791 shares held after it.
- No other insider bought within 30 days.
- 30 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Vice President Spence John Yogi bought about $19.5K of XFLT on Feb 19, 2026; 30 funds added in the latest 13F quarter.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 20,000 shares held after it.
- No other insider bought within 30 days.
- 30 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider Law Lauren Kristen bought about $100.2K of XFLT on Oct 24, 2025, the largest insider purchase at the company since 2021; 30 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- No other insider sold within 30 days.
- 30 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider Jones Scott C sold about $73.1K of XFLT on Sep 11, 2025, the largest insider sale at the company since 2021; 30 funds added in the latest 13F quarter.70 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.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net +$50.6K over 180 days
+$50.6K over 90 days
more than 55% of Funds & Trusts
Congress
no House purchase disclosed in the last 12 months
Funds
30 funds bought in last quarter
below 70% of Funds & Trusts
Revenue
no revenue reported in any filing
Margin
no margin: no revenue reported
Buybacks
no share repurchases reported
Short interest
2.4 days to cover · settled 2026-10-15
What changed in the last 30 days
Oct 26Vice President Spence John Yogi bought $50.6K (2 trades, Oct 21 to Oct 23)
Watch XFLT
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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.
-24.3%12M
Insider buy
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns XFLT: institutional holders (13F)
13F holdings, latest reported quarter
619,502 sh
$10.9M
439,852 sh
$7.7M
346,096 sh
$6.1M
316,500 sh
$5.6M
286,821 sh
$5.0M
Congress trades in XFLT
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.
XFLT planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
XFLT mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Robinson Opportunistic Income Fund
$496.7K position · as of 2026-06-30
4.7%
Matisse Discounted Bond CEF Strategy
$2.1M position · as of 2026-06-30
3.9%
Matisse Discounted Closed-End Fund Strategy
$2.6M position · as of 2026-06-30
3.5%
Virtus Private Credit Strategy ETF
$860.0K position · as of 2026-07-31
2.8%
Modern Capital Tactical Income Fund
$1.5M position · as of 2026-06-30
2.1%
Invesco Zacks Multi-Asset Income ETF
$550.0K position · as of 2026-07-31
0.4%
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 $50.6K bought by insiders over 180 days, 30 funds added last quarter. Each figure is a federal filing, dated the day it went public.
XFLT Stock Sonar score 2/7 axes
Find similar shapesCompare2 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
XFLT filings, in plain words
Are XAI Floating Rate & Alternative Income Trust insiders buying or selling XFLT?
In the 180 days to 2026-10-28, XAI Floating Rate & Alternative Income Trust insiders were net buyers, a net $50.6K across purchases and sales reported on Form 4, by 1 buyer.
Read the full summary
In the 180 days to 2026-10-28, XAI Floating Rate & Alternative Income Trust insiders were net buyers of XFLT, a net $50.6K across purchases and sales reported on Form 4 by 1 buyer. 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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