BORTZ ROBERT EDWARD III

PrivateCIK: 2086785
Location

ATLANTA, GA

BORTZ ROBERT EDWARD III enters ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST with 820.00 shares — 100% direct ownership

Full direct ownership at entry is the strongest form of insider alignment with shareholders.

Direct
Officer· President
Since Oct 2025
820.00
Baseline shares
100% direct
820.00
Direct ownership
1 position
0.00
Derivative underlying
0 instruments
1
Security positions
All direct
Non-Derivative Holdings1

Common Stock

Direct
Shares owned820.00
Total
820.00 direct820.00
Derivative Holdings0
No derivative holdings reported
BORTZ ROBERT EDWARD III — Initial Ownership Disclosure (Form 3) Filed Oct 3, 2025 | Finecho