Reporting owner · CIK 0002086785
Bortz Robert Edward III
SEC Form 4 history across 1 companies, 1 transactions and 1 filings.
PRESPresidentAngel Oak Financial Strategies Income Term Trust
Open-market transaction mix100% buys1 buys · 0 sales
Available history · Oct 12, 2026 – Oct 12, 2026
Latest insider transactions
Form 4 filings from available history.| Company | Insider | Activity | Disclosed value | Filed (ET) |
|---|---|---|---|---|
FINSAngel Oak Financial Strategies Income Term Trust | Bortz Robert Edward IIIPRES | P · buySEC filing ↗ | $4.98kView disclosure → |
Latest Form 4 facts
Quick context from source filings
Latest open-market transaction
buy at Angel Oak Financial Strategies Income Term Trust on Oct 12, 2026 valued at $4,983.
Review SEC filingLatest buy
buy at Angel Oak Financial Strategies Income Term Trust on Oct 12, 2026 valued at $4,983.
Review SEC filingLatest sale
No open-market insider sale is available.
Monthly open-market activity
Last 1 reported months · purchases and sales
View exact monthly values
| Month | Purchases | Sales | Buy value | Sale value | Net value |
|---|---|---|---|---|---|
| Oct 2026 | 1 | 0 | $4,982.56 | $0.00 | $4,982.56 |
Net value is disclosed purchases minus sales, not profit. A dash means the value is unavailable.
Ownership and transaction size
Ownership and ticket size
Average P/S size$5K
Median P/S size$5K
Direct1
Indirect0
Oct 12, 2026buy
Filing-only signals
Deterministic matches in this insider's history
Associated companies
Companies in the disclosed reporting history
Open-market buy performance
90-day forward return on this insider's open-market purchases
Forward return is not available yet
No purchases currently have the price observations needed for a 90-day return. This may reflect incomplete price coverage or purchases that have not reached the return window.
Disclosed ownership
How reported shareholdings evolved
Non-derivative shares held after reported transactions—not stock prices or a complete portfolio.
1 observations · Oct 12, 2026 – Oct 12, 2026. Window ends at the latest available report, not today.
Selected observation · Oct 12, 20261,238 shares reported
Inspect transaction View exact observations and source transactions
| Transaction date | Shares held after | Filed | Source |
|---|---|---|---|
| Oct 12, 2026 | 1,238 | Oct 13, 2026 | View transaction |
Securities and direct/indirect ownership contexts are kept separate and never summed. Joint filings may associate the same disclosed row with multiple owners. Unknown values are omitted, not treated as zero. Lines connect observations for readability; they do not establish holdings between filings, cost basis, or current ownership. Amendments and stock splits require reviewing the source.
Bortz Robert Edward III Insider Activity FAQ
SEC Form 4 context
Who is Bortz Robert Edward III?
Bortz Robert Edward III is a reporting owner in SEC Form 4 filings with reporting owner CIK 0002086785.
Which companies has Bortz Robert Edward III reported transactions for?
Angel Oak Financial Strategies Income Term Trust
When was Bortz Robert Edward III's latest insider buy?
buy at Angel Oak Financial Strategies Income Term Trust on Oct 12, 2026 valued at $4,983.
When was Bortz Robert Edward III's latest insider sale?
No open-market insider sale is available for this period.
Where can I see the original SEC filings?
Each transaction row links directly to the source SEC filing so the reported Form 4 details can be reviewed.
Are performance metrics included?
The profile shows average and median 90-day stock returns after open-market purchases when price coverage is available. These are unadjusted stock returns, not realized trading gains. Win rates, benchmark-adjusted returns and conviction scores are not calculated.