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Pate Cheryl

Director, Portfolio Manager | Portfolio Manager

1 company

Pate Cheryl is a Director, Portfolio Manager at FINS. Recent filings cover 2 purchases and 3 sales. Those positions are worth an estimated $108K at current prices.

Pate Cheryl's largest disclosed position is in FINS as Director, Portfolio Manager, worth about $108K. Net of sales, the recent Form 4 record there shows accumulation of 3,232 shares.

Holdings by Company

FINSMay 14, 2025
Current Shares8.6K
Value$108.4K
Net Activity+3.2K
Bought: 3.5KSold: 268

Transaction History

Showing 2 filings
DateTickerRoleTypeSharesPriceValueChg%SEC
Jul 7, 2020
FINS
Angel Oak Financial Strategies Income Term Trust
Portfolio ManagerSell268$16.81$4,505.84-2.4%
Jul 8, 2019
FINS
Angel Oak Financial Strategies Income Term Trust
Portfolio ManagerBuy3,500$20.01$70,024.15+87.5%

Understand these filings