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Bortz Robert Edward III

SEC insider (Form 3/4/5 filer). CIK 0002086785. President at Angel Oak Financial Strategies Income Term Trust (FINS) and 1 other issuer. 1 reported Form 4/5 transaction since Sep 2024; latest on Oct 12, 2026. Located in ATLANTA, GA.

Companies Bortz Robert Edward III has filed insider reports for

  • Angel Oak Financial Strategies Income Term Trust (FINS): Officer, President
  • Angel Oak Strategic Credit Fund (ASCIX): Officer, President
Bortz Robert Edward III profile photo

Bortz Robert Edward III

CIK: 0002086785

Transaction Breakdown

Open Market Buys (P)1 (100.0%)

High conviction signal

Open Market Sales (S)0 (0.0%)

Position reduction

Option Exercises (M)0 (0.0%)

Derivative conversions

Awards (A)0 (0.0%)

Compensation grants

Other (G, F, J, C, D, …)0 (0.0%)

Gifts, tax withholding, conversions, dispositions to the issuer and other codes

Companies & Roles (2)

Angel Oak Financial Strategies Income Term Trust logo
FINS

Angel Oak Financial Strategies Income Term Trust

Officer
Angel Oak Strategic Credit Fund logo
ASCIX

Angel Oak Strategic Credit Fund

Officer

Discretionary Trading P&L

Holdings

Transaction History (1 total)

  • Angel Oak Financial Strategies Income Term Trust logo
    FINS

    Angel Oak Financial Strategies Income Term Trust

    Oct 12, 2026
    Purchase
    Direct
    418 shares at avg. $11.92$5K

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