| 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 |
|---|---|---|---|---|---|---|---|---|---|
President
1 company
Bortz Robert Edward III is a President at FINS. Recent filings cover 1 purchase and 0 sales. Those positions are worth an estimated $15K at current prices.
Bortz Robert Edward III's largest disclosed position is in FINS as President, worth about $15K. Net of sales, the recent Form 4 record there shows accumulation of 418 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|
| Oct 12, 2026 | FINS Angel Oak Financial Strategies Income Term Trust | President | Buy | 418 | $11.92 | $4,982.56 | +51.0% |