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Angel Oak Dynamic Financial Strategies Income Term Trust Stock: price and insider trades · United States

No insider purchase over the last 90 days. The latest, by Parks Kevin, was filed 03 Sept 2020.

Angel Oak Dynamic Financial Strategies Income Term Trust: what insiders have been doing

Angel Oak Dynamic Financial Strategies Income Term Trust, classified in the Finance & Banking sector, is a listed company. Its insiders report their share dealings to SEC (Form 4). Nothing new has been filed by managers of Angel Oak Dynamic Financial Strategies Income Term Trust in twelve months, the latest record being from 2 August 2022.

Over the whole record (from 2020), the tally stands at 10 purchases and 11 sales.

In the same sector, recent insider purchases at Dynex Capital Inc and Presurance Holdings, Inc. also feature in our signals. Source: insider filings from SEC (Form 4). Past trades are no guide to future returns.

Insider Decl.
25
Thresholds
n/a
Buy Volume
€318,914
10 ops. · all time
Sell Volume
€394,315
11 ops. · all time

This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.

Financial data

· cache

Last declaration on 2 August 2022
Declarations25 total
  • ●
    Related company / holdingExecutives
    0SEC
    116,604.27 sharesCommon StockSEC:0001816321-22-000003:0
  • ●
    Executives
    0SEC
    431.95 sharesCommon StockSEC:0001816321-22-000004:0
  • ●
    Executives
    0SEC
    4,925 sharesCommon StockSEC:0001816321-22-000002:0
  • ●
    Executives
    0SEC
    1,200 sharesCommon StockSEC:0001816321-22-000001:0
  • ▼
    Related company / holdingExecutives
    88,697 USD5SEC
    5,500 shares@ US$16.126831.9% of flowCommon StockSEC:0001745059-22-000007:0
  • ▼
    Related company / holdingExecutives
    56,540 USD4SEC
    3,500 shares@ US$16.154220.3% of flowCommon StockSEC:0001745059-22-000006:0
  • ▼
    Related company / holdingExecutives
    48,150 USD4SEC
    3,000 shares@ US$16.0517.3% of flowCommon StockSEC:0001745059-22-000005:0
  • ▼
    Related company / holdingExecutives
    16,310 USD3SEC
    1,000 shares@ US$16.31015.9% of flowCommon StockSEC:0001745059-22-000004:0
  • ▼
    Related company / holdingExecutives
    25,011 USD3SEC
    1,500 shares@ US$16.67399.1% of flowCommon StockSEC:0001745059-22-000003:0
  • ▼
    Related company / holdingExecutives
    34,431 USD3SEC
    2,000 shares@ US$17.215512.5% of flowCommon StockSEC:0001745059-22-000002:0
  • ▼
    Related company / holdingExecutives
    8,800 USD2SEC
    500 shares@ US$17.601.4% of flowCommon StockSEC:0001745059-22-000001:2
  • ▼
    Related company / holdingExecutives
    8,750 USD2SEC
    500 shares@ US$17.503.1% of flowCommon StockSEC:0001745059-22-000001:0
  • ▼
    Executives
    51,877 USD10SEC
    2,575 shares@ US$20.1464100.0% of flowAngel Oak Dynamic Financial Strategies Income Term TrustSEC:0001777418-21-000001:0
  • ▼
    Related company / holdingExecutives
    565 USD2SEC
    31.77 shares@ US$17.770.6% of flowAngel Oak Dynamic Financial Strategies Income Term TrustSEC:0001613158-21-000002:0
  • ▼
    Related company / holdingExecutives
    93,598 USD10SEC
    5,121.178 shares@ US$18.2767100.0% of flowAngel Oak Dynamic Financial Strategies Income Term TrustSEC:0001613158-20-000005:0
  • ▲
    Executives
    21,672 USD22SEC
    1,200 shares@ US$18.06100.0% of flowAngel Oak Dynamic Financial Strategies Income Term TrustSEC:0001816321-20-000004:0
    Canonical exit: 1 Dec 2020 (T+90)
  • ▲
    Related company / holdingExecutives
    13,300 USD8SEC
    700 shares@ US$19.002.0% of flowAngel Oak Dynamic Financial Strategies Income Term TrustSEC:0001745059-20-000007:0
    Canonical exit: 24 Nov 2020 (T+90)
  • ▲
    Related company / holdingExecutives
    43,240 USD9SEC
    2,300 shares@ US$18.806.5% of flowAngel Oak Dynamic Financial Strategies Income Term TrustSEC:0001745059-20-000007:1
    Canonical exit: 25 Nov 2020 (T+90)
  • ▲
    Related company / holdingExecutives
    49,500 USD9SEC
    2,500 shares@ US$19.807.4% of flowAngel Oak Dynamic Financial Strategies Income Term TrustSEC:0001745059-20-000006:0
    Canonical exit: 5 Nov 2020 (T+90)
  • ▲
    Related company / holdingExecutives
    99,000 USD9SEC
    5,000 shares@ US$19.8014.8% of flowAngel Oak Dynamic Financial Strategies Income Term TrustSEC:0001745059-20-000005:0
    Canonical exit: 4 Nov 2020 (T+90)
  • ▲
    Related company / holdingExecutives
    41,441 USD9SEC
    2,093 shares@ US$19.806.2% of flowAngel Oak Dynamic Financial Strategies Income Term TrustSEC:0001745059-20-000004:0
    Canonical exit: 2 Nov 2020 (T+90)
  • ▲
    Related company / holdingExecutives
    8,079 USD8SEC
    407 shares@ US$19.851.2% of flowAngel Oak Dynamic Financial Strategies Income Term TrustSEC:0001745059-20-000004:1
    Canonical exit: 3 Nov 2020 (T+90)
  • ▲
    Related company / holdingExecutives
    49,500 USD7SEC
    2,500 shares@ US$19.807.4% of flowAngel Oak Dynamic Financial Strategies Income Term TrustSEC:0001745059-20-000003:0
    Canonical exit: 25 Oct 2020 (T+90)
  • ▲
    Related company / holdingExecutives
    42,074 USD3SEC
    2,126 shares@ US$19.796.6% of flowAngel Oak Dynamic Financial Strategies Income Term TrustSEC:0001745059-20-000002:0
    Canonical exit: 7 Oct 2020 (T+90)
  • ▲
    Related company / holdingExecutives
    7,405 USD4SEC
    374 shares@ US$19.801.2% of flowAngel Oak Dynamic Financial Strategies Income Term TrustSEC:0001745059-20-000002:1
    Canonical exit: 8 Oct 2020 (T+90)

25 of 25 declarations

About Angel Oak Dynamic Financial Strategies Income Term Trust

Angel Oak Dynamic Financial Strategies Income Term Trust is a U.S.-listed closed-end fund organized as a Delaware statutory trust and traded on the NYSE, which places it squarely within the NYSE/NASDAQ universe requested by investors. The fund was organized in October 2019 and commenced operations on May 29, 2019. It is managed within the Angel Oak Capital Advisors platform, whose headquarters are in Atlanta, Georgia, United States. From an equity-research perspective, the fund should be viewed not as a traditional operating company, but as a listed investment vehicle focused on a specialized slice of the financial-credit market. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1794287/000119312522101259/d261816dncsr.htm))

The fund’s core objective is to generate current income, with total return as a secondary objective. Its strategy is highly sector-specific: under normal circumstances it invests primarily in securities of U.S. and non-U.S. financial institutions, including banks, thrifts, finance companies, business development companies, mortgage REITs, broker-dealers, insurance companies, and financial holding companies. In practice, Angel Oak states that the portfolio is centered on debt issued by financial institutions, including senior debt, subordinated debt, unrated debt, and high-yield securities. The fund may also invest in common equity, preferred equity, convertible securities, warrants, and TruPS, which gives it more flexibility than a plain-vanilla bond fund. This makes the vehicle a niche credit strategy rather than a broad diversified fixed-income product. ([angeloakcapital.com](https://angeloakcapital.com/wp-content/uploads/DYFN-Information-Statement.pdf))

Read moreShow less

A key competitive advantage is specialization. Angel Oak highlights its extensive resources and experience in actively managing community bank debt investments, and the fund’s banking-sector debt-centric strategy has historically exhibited low correlations with other parts of the market. That positioning can be attractive to income-oriented investors seeking a differentiated source of yield and a portfolio sleeve with limited overlap to investment-grade aggregate bond funds. The strategy also benefits from Angel Oak’s broader platform, which includes expertise in structured credit and financial-sector securities. ([angeloakcapital.com](https://angeloakcapital.com/investments/fins/))

Historically, the fund underwent a meaningful corporate event when the former Angel Oak Dynamic Financial Strategies Income Term Trust (DYFN) was reorganized into Angel Oak Financial Strategies Income Term Trust (FINS), with the transaction completed on July 29, 2022 after the market close. More recently, Angel Oak disclosed that the fund completed a rights offering and rapidly deployed the proceeds into money-center and regional bank debt, reducing cash drag and adding higher-coupon assets. Management also noted favorable sector conditions, including stronger bank earnings, improving net interest margins, and elevated banking-sector consolidation activity in 2025. These developments are relevant for investors because they show that the fund is actively managed around shifts in the bank-credit cycle rather than passively holding a static portfolio. For a U.S.-listed income trust on the NYSE, the investment case remains centered on specialized financial credit, active security selection, and disciplined income generation. ([angeloakcapital.com](https://angeloakcapital.com/wp-content/uploads/AO_FINS-DYFN-Merger_PR.pdf?utm_source=openai))

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