| |
| |
|
| Insider
Information: |
Pate Cheryl |
| Relationship: |
Portfolio Manager |
| City: |
Atlanta |
| State: |
2Q |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
3,750 |
|
|
Indirect Shares
|
5,207 |
|
|
| Direct
Value |
$0 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
8,957 |
|
|
| Total
Value |
$0 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
0
|
|
Stock
price went up :
|
|
|
| Stock
price went down : |
|
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Angel Oak Financial Strategies I... |
FINS |
Portfolio Manager |
2019-07-08 |
3,750 |
2022-07-29 |
5,207 |
Premium* |
|
|
Angel Oak Dynamic Financial Stra... |
DYFN |
Portfolio Manager |
|
0 |
2022-07-29 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
9 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| FINS |
Angel Oak Financial Strat... |
Portfolio Manager |
– – – |
2022-07-29 |
4 |
A |
$0.00 |
$0 |
I/I |
507 |
5,207 |
0 |
- |
|
| DYFN |
Angel Oak Dynamic Financi... |
Portfolio Manager |
– – – |
2022-07-29 |
4 |
D |
$0.00 |
$0 |
I/I |
(432) |
0 |
0 |
- |
|
| FINS |
Angel Oak Financial Strat... |
Portfolio Manager |
– – – |
2021-10-19 |
4 |
OE |
$16.06 |
$530 |
I/I |
33 |
4,700 |
0 |
- |
|
| FINS |
Angel Oak Financial Strat... |
Portfolio Manager |
– – – |
2021-10-14 |
4 |
OE |
$16.06 |
$18,742 |
I/I |
1,167 |
4,667 |
0 |
- |
|
| FINS |
Angel Oak Financial Strat... |
Portfolio Manager |
– – – |
2020-07-07 |
4 |
S |
$16.77 |
$4,506 |
I/I |
(268) |
3,500 |
0 |
- |
|
| DYFN |
Angel Oak Dynamic Financi... |
|
– – – |
2020-06-25 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
375 |
|
- |
|
| FINS |
Angel Oak Financial Strat... |
Portfolio Manager |
– – – |
2019-07-08 |
4 |
B |
$20.01 |
$40,014 |
D/D |
2,000 |
3,750 |
2.44 |
- |
|
| FINS |
Angel Oak Financial Strat... |
Portfolio Manager |
– – – |
2019-07-08 |
4 |
B |
$20.01 |
$30,010 |
I/I |
1,500 |
3,750 |
0.01 |
- |
|
| FINS |
Angel Oak Financial Strat... |
|
– – – |
2019-05-24 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
250 |
|
- |
|
9 Records found
|
1
|
Page 1 of 1 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
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