| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Portfolio Manager
1 company
Palsson Johannes serves as a Portfolio Manager at FINS. Across recent SEC filings that breaks down to 4 buys and 0 sells. Those positions are worth an estimated $872K at current prices.
The biggest single holding is FINS (~$872K) as Portfolio Manager. Net of sales, the recent Form 4 record there shows accumulation of 8,806 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Apr 18, 2024 | FINS Angel Oak Financial Strategies Income Term Trust | Portfolio Manager | Buy | 5,670 | $12.39 | $70,251.30 | +13.9% | +1.7% | +4.7% | |
| Mar 16, 2020 | FINS Angel Oak Financial Strategies Income Term Trust | Portfolio Manager | Buy | 3,000 | $17.00 | $50,993.70 | +23.0% | - | - | |
| Sep 23, 2019 | FINS Angel Oak Financial Strategies Income Term Trust | Portfolio Manager | Buy | 69 | $20.23 | $1,395.87 | +0.5% | - | - | |
| Aug 21, 2019 | FINS Angel Oak Financial Strategies Income Term Trust | Portfolio Manager | Buy | 67 | $20.64 | $1,382.88 | +0.5% | - | - |