FINS President Bortz Robert Edward III Buys $5K of Stock
Robert Bortz, President of Angel Oak Financial Strategies Income Term Trust, purchased 418 shares on October 12, 2026.
Reviewed by automated data checks against the source filing. How we make and check alerts
Bortz Robert Edward III, President at Angel Oak Financial Strategies Income Term Trust ($FINS), bought 418 shares at an average price of $11.92, worth about $4,982.56, on October 12, 2026. The trade was reported to the SEC in a Form 4 filing.
Since the trade, $FINS is up 0.1% to date (from the $11.92 close on Oct 12, 2026).
Key Points
- On October 12, 2026, Robert Bortz bought 418 shares of Angel Oak Financial Strategies Income Term Trust (FINS) at $11.92 each, totaling $4,983.
- As of October 16, 2026, FINS traded recently around $11.96, which is about 3% below its 50-day moving average of $12.33.
- The company has a dividend yield of 11.39%, reflecting a dividend rate of $1.38 per share.
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Bortz Robert Edward III, the President of Angel Oak Financial Strategies Income Term Trust, bought 418 shares of the company on October 12, 2026. The shares were purchased for $11.92 each, bringing the total value of the transaction to about $4,983.
Inside Bortz's Trade
Bortz's recent purchase adds to his previous activity in the stock. He bought the shares at a price of $11.92, but the stock has been trading below its key moving averages recently. This purchase was not part of a planned transaction.
Other Institutional Activity in Angel Oak Financial Strategies Income Term Trust
SIT Investment Associates Inc grew its holdings by 89,163 shares, ending with 10,962,663 shares worth about $130.8 million. Wells Fargo & Company added 20,697 shares, bringing its total to 1,290,468 shares valued at approximately $15.4 million. Atlas Wealth LLC made a significant move, increasing its stake by 550,002 shares, now holding 1,100,004 shares worth around $13.1 million. Karpus Management, Inc. reduced its position by 43,221 shares, while UBS Group AG cut its stake by 32,661 shares.
Angel Oak Financial Strategies Income Term Trust Stock Down 0.4%
As of October 16, 2026, Angel Oak Financial Strategies Income Term Trust (FINS) was trading around $11.96. This price is about 3% below its 50-day moving average of $12.33 and 6.1% below its 200-day average of $12.74. The stock is also approximately 11.1% below its 52-week high of $13.45 but is trading above its 52-week low of $11.83.
Recent Earnings
The company reported trailing twelve-month revenue of approximately $40.2 million and earnings per share (EPS) of $1.02. The revenue grew by 24.2% year-over-year, and it has a return on equity of 7.5%.
Insider Buying and Selling at Angel Oak Financial Strategies Income Term Trust
In addition to Bortz's recent purchase, other insiders have also been active. On February 20, 2026, Director Ira P Cohen bought 379 shares at $13.17 each, totaling about $4,991. Other Executive Kevin Parks made two purchases of 1,000 shares each on September 14 and September 25, at prices of $12.53 and $11.90, respectively, totaling $12,530 and $11,900.
About Angel Oak Financial Strategies Income Term Trust
Angel Oak Financial Strategies Income Term Trust focuses on asset management within the financial services sector. It aims to provide attractive income and total return through investments in a diversified portfolio of income-producing securities. The recent insider buying may reflect confidence in its future performance.
Bottom Line
Investors should keep an eye on further insider transactions and upcoming earnings reports. Bortz's recent purchase fits a pattern of insider confidence in the company. The stock's performance below key moving averages may also be worth noting as the market evolves.
Source: Bortz Robert Edward III's Form 4 filing on $FINS (Oct 12, 2026). Find the original filing: FINS Form 4 filings on SEC EDGAR. Written by software, not financial advice. How we make alerts
