BORTZ ROBERT EDWARD III

PrivateCIK: 2086785
Location

ATLANTA, NY

BORTZ ROBERT EDWARD III (President) purchased 51.0% of their position (418.00 shares) of ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST on the open market

Open‑market purchase worth $5.0K — a major conviction buy. The strongest form of insider conviction signal.

P · 1 purchase
Officer· President
Since Oct 2025
+418.00
Net shares
Net buyer
$5.0K
Total acquired
1
Open market trades
1B · 0S
1
Total transactions
418.00 acquired
Non-Derivative Transactions1

COMMON STOCK

Direct
P · Purchase

Shares

+418.00

Price / share

$11.92

Trade value

$4.98K

% of position

51.0%
10/12/2026
820.00→1.24K
Total

Net shares

+418.00

Net value

$4.98K

Derivative Transactions0
No derivative transactions reported
BORTZ ROBERT EDWARD III — Insider Transaction (Form 4) Filed Oct 13, 2026 | Finecho