AO Angel Oak Financial Strategies Income Term Trust Stock: price and management transactions · United States · SEC (Form 4)Follow the Angel Oak Financial Strategies Income Term Trust stock price and the full management transaction log of the company, a listed equity based in United States. Shares are quoted on the US market, under the authority of SEC (Form 4). Operating in the Finance & Banking sector, Angel Oak Financial Strategies Income Term Trust has logged 48 public disclosures. Market capitalisation: €420m. The latest transaction was reported on 10 July 2026 (Acquisition). Among the most active insiders: Fierman Michael. The full history is accessible without an account.
€552,773
19 ops.
Buy Volume
Buys €552,773 €63,192 Sells
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
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Last declaration on 10 July 2026
All Executives48 Thresholds0 Prospectus0 Other0
Declarations 48 total
▲ 10% Owner · Executives · 8 Jul 2026
40,000,000 shares 5.364% Series C Senior Unsecured Notes due July 8, 2030 SEC:0000905148-26-003232:0
Canonical exit: 6 Oct 2026 (T+90) ▲ Director · Executives · 20 Feb 2026
379 shares @ US$13.17 100.0% of flow COMMON STOCK SEC:0001753542-26-000001:0
Canonical exit: 21 May 2026 (T+90) 9,203 shares @ US$12.88 4.5% of flow COMMON STOCK SEC:0001724113-26-000001:0
Canonical exit: 18 Feb 2026 (T+90) 313 shares @ US$13.15 0.2% of flow COMMON STOCK SEC:0001724044-26-000001:0
Canonical exit: 4 Feb 2026 (T+90) ▲ Director · Executives · 12 Aug 2025
7,585 shares @ US$13.1518 100.0% of flow Common Stock SEC:0001777679-25-000002:0
Canonical exit: 10 Nov 2025 (T+90) ▲ Chief Compliance Officer · Executives · 5 Aug 2025
1,920 shares @ US$13.10 64.7% of flow Common Stock SEC:0001947282-25-000005:0
Canonical exit: 3 Nov 2025 (T+90) 1,000 shares @ US$12.83 14.9% of flow Common Stock SEC:0001816321-25-000004:0
Canonical exit: 31 Aug 2025 (T+90) 20 shares @ US$13.35 0.0% of flow Common Stock SEC:0001724044-25-000004:0
Canonical exit: 12 Aug 2025 (T+90) 1 shares @ US$13.34 0.0% of flow Common Stock SEC:0001724044-25-000004:1
Canonical exit: 13 Aug 2025 (T+90) 11 shares @ US$13.35 0.0% of flow Common Stock SEC:0001724044-25-000004:2
Canonical exit: 14 Aug 2025 (T+90) 123 shares @ US$13.35 0.1% of flow Common Stock SEC:0001724044-25-000004:3
Canonical exit: 17 Aug 2025 (T+90) 3 shares @ US$13.39 0.0% of flow Common Stock SEC:0001724044-25-000004:4
Canonical exit: 18 Aug 2025 (T+90) 66 shares @ US$13.35 0.0% of flow Common Stock SEC:0001724044-25-000004:5
Canonical exit: 19 Aug 2025 (T+90) 833 shares @ US$13.23 11.6% of flow Common Stock SEC:0001816321-25-000003:0
▲ Director · Executives · 22 May 2025
20,000 shares @ US$13.1246 100.0% of flow Common Stock SEC:0001198600-25-000002:0
Canonical exit: 20 Aug 2025 (T+90) 27,243 shares @ US$13.23 18.7% of flow Common Stock SEC:0001724044-25-000003:0
41,493 shares @ US$13.23 20.9% of flow Common Stock SEC:0001724113-25-000003:0
● Director · Executives · 14 May 2025
2,124 shares @ US$13.23 43.0% of flow Common Stock SEC:0001777480-25-000003:0
● Chief Compliance Officer · Executives · 14 May 2025
255 shares @ US$13.23 25.4% of flow Common Stock SEC:0001947282-25-000004:0
17,091 shares @ US$13.23 39.0% of flow Common Stock SEC:0001777418-25-000003:0
1,277 shares @ US$13.23 20.0% of flow Common Stock SEC:0001816321-25-000002:0
27,243 shares @ US$13.23 18.7% of flow Common Stock SEC:0001724044-25-000002:0
41,493 shares @ US$13.23 20.9% of flow Common Stock SEC:0001724113-25-000002:0
▲ Chief Compliance Officer · Executives · 14 Apr 2025
392 shares @ US$13.15 38.3% of flow Common Stock SEC:0001947282-25-000001:1
Canonical exit: 13 Jul 2025 (T+90) ▲ Chief Compliance Officer · Executives · 14 Apr 2025
373 shares @ US$13.08 36.3% of flow Common Stock SEC:0001947282-25-000001:0
Canonical exit: 13 Jul 2025 (T+90) 25 of 48 declarations
Load more (23 remaining) 关于 Angel Oak Financial Strategies Income Term Trust Angel Oak Financial Strategies Income Term Trust (NYSE: FINS) 是一家在美国上市的封闭式基金,组织形式为特拉华州法定信托,并在纽约证券交易所交易。该基金由 Angel Oak Capital Advisors 提供咨询服务,后者是一家总部位于美国佐治亚州亚特兰大的投资管理公司。对于讲法语的投资者而言,FINS 最好被理解为一种专业的收益工具,而非广泛的多资产产品:其任务是产生当期收益,并将总回报作为次要目标。
该基金的投资组合以美国金融部门债务为中心。根据公司披露,FINS 主要投资于美国金融机构发行的债务证券,同时在风险回报状况具有吸引力时,也会选择性地配置金融部门的优先股和普通股。该基金还表示,在正常情况下,至少 50% 的投资组合要么是公开评级的投资级,要么如果未评级,则由顾问判断为投资级质量。该框架指向一种以信贷为重点的策略,强调资产负债表实力和息票生成。
FINS 成立于 2010 年代后期,信托声明日期为 2018 年 6 月。自成立以来,该产品一直致力于为寻求从固定收益市场专业领域获取收益的投资者提供服务。其差异化优势来自于 Angel Oak 在金融服务信贷方面的专业知识,以及其分析银行资本结构、次级债务、优先股和与银行生态系统相关的其他工具的能力。在竞争方面,FINS 处于一个比一般信贷封闭式基金更窄的利基市场,但对于希望有针对性地投资美国金融机构的投资者来说,可能更具吸引力。
该基金的市场定位与美国银行的健康状况、利率水平以及银行债务市场的一级发行活动密切相关。这使得 FINS 既有机遇也有风险:较高的息票可以支持分配,但行业集中意味着业绩可能对利差扩大、融资条件以及区域或社区银行的信贷事件敏感。这使其比多元化债券基金更具周期性,但在收益投资组合中也可能更具差异化。
近期发展意义重大。2025 年,FINS 完成了一次超额认购的配股,募集了约 110.4 亿美元的总收益。管理层表示,新资本迅速重新部署到高息银行债务中,改善了投资组合的收益状况。2025 年 8 月,该基金将其每月分配提高到每股 0.115 美元,并目标将 NAV 的分配率定为约 10%。另一个重要事件发生在 2025 年 9 月,当时股东批准了一项新的投资咨询协议,与 Brookfield Asset Management 收购 Angel Oak 的多数股权有关。总体而言,FINS 仍然是美国一家专业的纽约证券交易所上市收益信托,明确专注于金融部门信贷和以分配为导向的回报。