过去 90 天内有 2 名内部人买入 €2.6万股票,最近一笔由 Bortz Robert Edward III 披露于 2026年10月13日。
Angel Oak Financial Strategies Income Term Trust:高管交易动态
Angel Oak Financial Strategies Income Term Trust归属金融与银行行业。公司董事和高级管理人员通过SEC (Form 4)申报交易。自2025年10月22日以来,6位高管已提交9份申报。
期内所有公开市场交易均为买入:6位高管共进行9笔买入,金额€3539万,没有一笔卖出。公开市场买入是最受关注的申报类型,因为高管是用自己的钱购买股份。买入者中有1位主要股东、1位高级管理人员和1位首席执行官。2026年7月10日由MetLife Investment Management, LLC公布的买入金额为€3508万,是期内最大的一笔。
作为参照,同一交易所的中位公司(共2,023家公司)同期发布了41份申报,而本公司为9份申报。完整历史始于2019年,共计50笔买入、18笔卖出。
在30天的窗口内,有5笔买入与另一位高管的买入时间重合。当几位高管在几周之内相继买入时,分析人士称之为集群信号。自最近一次公布的买入(2026年10月13日)以来,已有27天。通过SEC (Form 4),交易与发布之间的中位间隔为26天。在美国,内部人须在交易后两个工作日内提交Form 4表格。
如需在同一行业内比较,可查看BNP Paribas和ASR Nederland N.V.的高管买入记录。以上数据均来自SEC (Form 4)发布的申报,描述的是过去的情况,不代表未来股价走势,也不构成投资建议。
谁在何时交易
买入卖出另有 3 位内部人
内部人买入以来
- -5.4%入场价 US$12.36 · 2026年10月21日 收盘 US$11.69
- -3.7%入场价 US$13.19 · T+90 收盘 US$12.70
- -11.9%入场价 US$13.27 · 2026年10月21日 收盘 US$11.69
入场价为披露次日收盘价,即读者可操作的第一个价格。价格以上市货币计。过往涨跌不代表未来表现。
该评分只在所属市场内对买入进行排名。仅在经过回测的策略范围内的交易所提供建议仓位;其他市场的信号仍处于观察状态。并非投资建议。
财务数据
财年 2026财年截至 2026年1月 · cache
- 418 股@ US$11.920.0012% 占市值100.0% 占其流量股票SEC:0002086785-26-000003:0标准退出:2027年1月10日 (T+90)
- 1,000 股@ US$11.900.0030% 占市值9.8% 占其流量股票SEC:0001816321-26-000004:0标准退出:2026年12月24日 (T+90)
- 1,000 股@ US$12.530.0030% 占市值8.5% 占其流量股票SEC:0001816321-26-000003:0标准退出:2026年12月13日 (T+90)
- 40,000,000 股@ US$1.00100.0% 占其流量5.364% Series C Senior Unsecured Notes due July 8, 2030SEC:0000905148-26-003232:0标准退出:2026年10月6日 (T+90)
- 379 股@ US$13.17100.0% 占其流量股票SEC:0001753542-26-000001:0标准退出:2026年5月21日 (T+90)
- 15,898 股@ US$13.2015.0% 占其流量股票SEC:0001724044-26-000001:1标准退出:2026年2月5日 (T+90)
- 9 股@ US$13.090.0% 占其流量股票SEC:0001724044-26-000001:2标准退出:2026年3月12日 (T+90)
- 313 股@ US$13.150.9% 占其流量股票SEC:0001724044-26-000001:0标准退出:2026年2月4日 (T+90)
- 9,203 股@ US$12.8813.1% 占其流量股票SEC:0001724113-26-000001:0标准退出:2026年2月18日 (T+90)
- 7,585 股@ US$13.1518100.0% 占其流量股票SEC:0001777679-25-000002:0标准退出:2025年11月10日 (T+90)
- 1,920 股@ US$13.1064.7% 占其流量股票SEC:0001947282-25-000005:0标准退出:2025年11月3日 (T+90)
- 1,000 股@ US$12.8311.7% 占其流量股票SEC:0001816321-25-000004:0标准退出:2025年8月31日 (T+90)
- 20 股@ US$13.350.1% 占其流量股票SEC:0001724044-25-000004:0标准退出:2025年8月12日 (T+90)
- 1 股@ US$13.340.0% 占其流量股票SEC:0001724044-25-000004:1标准退出:2025年8月13日 (T+90)
- 11 股@ US$13.350.0% 占其流量股票SEC:0001724044-25-000004:2标准退出:2025年8月14日 (T+90)
- 123 股@ US$13.350.4% 占其流量股票SEC:0001724044-25-000004:3标准退出:2025年8月17日 (T+90)
- 3 股@ US$13.390.0% 占其流量股票SEC:0001724044-25-000004:4标准退出:2025年8月18日 (T+90)
- 66 股@ US$13.350.2% 占其流量股票SEC:0001724044-25-000004:5标准退出:2025年8月19日 (T+90)
- 833 股@ US$13.2310.3% 占其流量股票SEC:0001816321-25-000003:0
- 20,000 股@ US$13.1246100.0% 占其流量股票SEC:0001198600-25-000002:0标准退出:2025年8月20日 (T+90)
- 2,124 股@ US$13.2360.2% 占其流量股票SEC:0001777480-25-000003:0
- 27,243 股@ US$13.2385.4% 占其流量股票SEC:0001724044-25-000003:0
- 41,493 股@ US$13.2362.4% 占其流量股票SEC:0001724113-25-000003:0
- 255 股@ US$13.239.0% 占其流量股票SEC:0001947282-25-000004:0
- 17,091 股@ US$13.2351.4% 占其流量股票SEC:0001777418-25-000003:0
96 条申报中的 25 条
About Angel Oak Financial Strategies Income Term Trust
Angel Oak Financial Strategies Income Term Trust (NYSE: FINS) is a U.S.-listed closed-end fund organized as a Delaware statutory trust and traded on the New York Stock Exchange. The fund is advised by Angel Oak Capital Advisors, an investment manager based in Atlanta, Georgia, United States. For French-speaking investors, FINS is best understood as a specialized income vehicle rather than a broad multi-asset product: its mandate is to generate current income, with total return as a secondary objective.
The fund’s portfolio is centered on U.S. financial-sector debt. According to company disclosures, FINS invests predominantly in debt securities issued by U.S. financial institutions, while also making selective allocations to preferred stock and common equity within the financial sector when the risk-reward profile is compelling. The fund also indicates that, under normal circumstances, at least 50% of the portfolio is either publicly rated investment grade or, if unrated, judged to be investment grade quality by the adviser. That framework points to a credit-focused strategy with an emphasis on balance-sheet strength and coupon generation.
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FINS was established in the late 2010s, with a declaration of trust dated June 2018. Since inception, the product has been positioned to serve investors seeking income from a specialized corner of the fixed-income market. Its differentiation comes from Angel Oak’s financial-services credit expertise and its ability to analyze bank capital structures, subordinated debt, preferreds, and other instruments tied to the banking ecosystem. In competitive terms, FINS sits in a niche that is narrower than a general credit CEF, but potentially more attractive for investors who want targeted exposure to U.S. financial institutions.
The fund’s market positioning is closely linked to the health of U.S. banks, the level of interest rates, and primary issuance activity in bank debt markets. This gives FINS both opportunity and risk: higher coupons can support distributions, but sector concentration means performance can be sensitive to spread widening, funding conditions, and credit events in regional or community banks. That makes it more cyclical than a diversified bond fund, but also potentially more differentiated in an income portfolio.
Recent developments have been meaningful. In 2025, FINS completed a rights offering that was significantly oversubscribed and raised about $110.4 million in gross proceeds. Management said the new capital was quickly redeployed into higher-coupon bank debt, improving the portfolio’s income profile. In August 2025, the fund increased its monthly distribution to $0.115 per share and targeted an approximate 10% distribution rate on NAV. Another important event came in September 2025, when shareholders approved a new investment advisory agreement in connection with Brookfield Asset Management’s acquisition of a majority interest in Angel Oak. Overall, FINS remains a specialized NYSE-listed income trust in the United States, with a clear focus on financial-sector credit and distribution-driven returns.
