InsiderTrades

XFLT XAI Floating Rate & Alternative Income Trust

NYSE · SEC CIK 1703079 · EDGAR

Bought, last 12 months
$119.7K
2 purchases by 2 insiders
Sold, last 12 months
$0
0 sales by 0 insiders
Filings on record
48
since 2021-07-21, latest 2026-02-19
Buying vs selling by month open-market trades, last 24 months
BoughtSold

Most active insiders, 12 months

InsiderTitleBoughtSold
Law Lauren KristenSub-Adviser Inv Comm Member $100.2K—
Spence John YogiVP $19.5K—
McCulloch BenjaminCLO, Sec ——
Flynn Kimberly AnnVP ——
Brombach Theodore JPres, CEO, Dir ——

Transactions 53

Type
Reset
X Filed Traded Ticker Insider Title Type Price Qty Owned ΔOwn Value
2026-02-19 2026-02-19 XFLT Spence John Yogi VP P - Purchase $3.90 +5,000 561.8K +0.9% +$19.5K
I 2025-12-30 2025-12-24 XFLT Brombach Theodore J Pres, CEO, Dir G - Gift $0.00 -7,811 16.1K -33% $0
I 2025-12-30 2025-12-24 XFLT Spence John Yogi VP G - Gift $0.00 -7,811 16.1K -33% $0
2025-12-30 2025-12-24 XFLT McCulloch Benjamin CLO, Sec J - Other $0.00 +3,389 11.5K +42% $0
2025-12-30 2025-12-24 XFLT Flynn Kimberly Ann VP J - Other $0.00 +3,504 46.7K +8% $0
2025-10-27 2025-10-24 XFLT Law Lauren Kristen Sub-Adviser Inv Comm Member P - Purchase $5.01 +20.0K 20.0K New +$100.2K
2025-09-12 2025-09-11 XFLT Jones Scott C Trustee S - Sale $5.62 -13.0K 0 -100% -$73.1K
2025-02-21 2025-02-21 XFLT Spence John Yogi VP P - Purchase $6.38 +2,000 551.8K +0.4% +$12.8K
2025-02-19 2025-02-19 XFLT Spence John Yogi VP P - Purchase $6.41 +3,000 549.8K +0.5% +$19.2K
I 2025-01-16 2024-12-18 XFLT Brombach Theodore J Pres, CEO, Dir J - Other $0.00 -6,052 20.7K -23% $0
2025-01-13 2024-12-18 XFLT Flynn Kimberly Ann VP J - Other $0.00 +3,004 43.2K +7% $0
2025-01-13 2024-12-18 XFLT McCulloch Benjamin CLO, Sec J - Other $0.00 +2,857 7,131 +67% $0
I 2025-01-13 2024-12-18 XFLT Spence John Yogi VP J - Other $0.00 -6,052 20.7K -23% $0
2024-12-20 2024-12-19 XFLT Spence John Yogi Adviser Personnel P - Purchase $6.50 +2,000 546.8K +0.4% +$13.0K
2024-05-23 2024-05-21 XFLT Spence John Yogi Adviser Personnel G - Gift $0.00 -6,000 531.8K -1% $0
MI 2024-05-10 2024-05-09+ XFLT Brombach Theodore J Pres, CEO P - Purchase $7.13 +6,867 27.4K +33% +$49.0K
MI 2024-05-10 2024-05-09+ XFLT Spence John Yogi Advisor Personnel P - Purchase $7.13 +6,867 27.4K +33% +$49.0K
2023-12-13 2023-12-11 XFLT McCulloch Benjamin CLO, Sec J - Other $0.00 +2,209 3,661 +152% $0
I 2023-12-13 2023-12-11 XFLT Spence John Yogi Adviser Personnel J - Other $0.00 -5,409 18.5K -23% $0
I 2023-12-13 2023-12-12 XFLT Spence John Yogi Adviser Personnel P - Purchase $7.05 +825 19.3K +4% +$5,816
I 2023-12-13 2023-12-12 XFLT Brombach Theodore J Pres, CEO P - Purchase $7.05 +825 19.3K +4% +$5,816
I 2023-12-13 2023-12-11 XFLT Brombach Theodore J Pres, CEO J - Other $0.00 -5,409 18.5K -23% $0
2023-12-13 2023-12-11 XFLT Flynn Kimberly Ann VP J - Other $0.00 +2,400 40.2K +6% $0
I 2023-12-06 2023-12-05 XFLT Brombach Theodore J Pres, CEO P - Purchase $6.89 +6,000 23.7K +34% +$41.3K
I 2023-12-06 2023-12-05 XFLT Spence John Yogi Adviser Personnel P - Purchase $6.89 +6,000 23.7K +34% +$41.3K
I 2023-11-16 2023-11-13 XFLT Spence John Yogi Adviser Personnel P - Purchase $7.08 +289 17.7K +2% +$2,046
I 2023-11-16 2023-11-13 XFLT Brombach Theodore J Pres, CEO P - Purchase $7.08 +289 17.7K +2% +$2,046
2023-07-26 2023-07-24 XFLT Spence John Yogi Adviser Personnel G - Gift $0.00 -4,000 520.3K -0.8% $0
2022-12-23 2022-12-22 XFLT Spence John Yogi Adviser Personnel P - Purchase $6.33 +500 516.0K +0.1% +$3,165
I 2022-11-15 2022-11-11 XFLT Spence John Yogi Adviser Personnel P - Purchase $6.67 +3,050 15.1K +25% +$20.3K
I 2022-11-15 2022-11-11 XFLT Brombach Theodore J Pres, CEO P - Purchase $6.67 +3,050 15.1K +25% +$20.3K
MI 2022-11-14 2022-11-10 XFLT Brombach Theodore J Pres, CEO P - Purchase $6.64 +2,000 10.9K +22% +$13.3K
MI 2022-11-14 2022-11-10 XFLT Spence John Yogi Adviser Personnel P - Purchase $6.64 +2,000 11.6K +21% +$13.3K
MI 2022-11-09 2022-11-08+ XFLT Spence John Yogi Adviser Personnel P - Purchase $6.51 +6,000 4,100 New +$39.1K
MAI 2022-11-09 2022-11-08+ XFLT Brombach Theodore J Pres, CEO P - Purchase $6.51 +6,000 9,082 +195% +$39.1K
MAI 2022-11-09 2022-11-08+ XFLT Spence John Yogi Adviser Personnel P - Purchase $6.51 +6,000 9,082 +195% +$39.1K
MI 2022-11-09 2022-11-08+ XFLT Brombach Theodore J Pres, CEO P - Purchase $6.51 +6,000 10.0K +150% +$39.1K
MAI 2022-11-09 2022-11-03+ XFLT Brombach Theodore J Pres, CEO P - Purchase $6.39 +4,000 412 New +$25.5K
MAI 2022-11-09 2022-11-03+ XFLT Spence John Yogi Adviser Personnel P - Purchase $6.39 +4,000 412 New +$25.5K
MI 2022-11-04 2022-11-03+ XFLT Spence John Yogi Adviser Personnel P - Purchase $6.39 +4,000 4,000 New +$25.5K
MI 2022-11-04 2022-11-03+ XFLT Brombach Theodore J Pres, CEO P - Purchase $6.39 +4,000 412 New +$25.5K
M 2022-09-23 2022-09-23 XFLT Spence John Yogi Adviser Personnel P - Purchase $6.23 +3,000 512.3K +0.6% +$18.7K
M 2022-09-02 2022-09-02 XFLT Spence John Yogi Adviser Personnel P - Purchase $6.99 +2,000 509.7K +0.4% +$14.0K
MI 2022-09-02 2022-09-02 XFLT Spence John Yogi Adviser Personnel P - Purchase — 0 557.51 New —
MI 2022-08-22 2022-08-19 XFLT Spence John Yogi Adviser Personnel P - Purchase — 0 557.51 New —
M 2022-08-22 2022-08-19 XFLT Spence John Yogi Adviser Personnel P - Purchase $7.16 +3,000 506.7K +0.6% +$21.5K
2022-04-11 2022-04-08 XFLT McCulloch Benjamin CLO, Sec P - Purchase $8.47 +472 1,162 +68% +$3,998
M 2021-12-20 2021-12-20 XFLT Spence John Yogi Adviser Personnel P - Purchase $8.53 +4,000 486.8K +0.8% +$34.1K
2021-12-09 2021-12-08 XFLT McGarrity John P Off. of XAI S - Sale $9.10 -11.1K 42.9K -21% -$101.0K
M 2021-07-27 2021-07-27 XFLT McCulloch Benjamin CLO, Sec P - Purchase $8.67 +288 400 +257% +$2,497
2021-07-22 2021-07-21 XFLT Brombach Theodore J Pres, CEO P - Purchase $8.50 +29.5K 450.9K +7% +$250.8K
M 2021-07-21 2021-07-21 XFLT Spence John Yogi Adviser Personnel P - Purchase $8.50 +9,500 459.7K +2% +$80.7K
I 2021-07-21 2021-07-21 XFLT Spence John Yogi Adviser Personnel P - Purchase $8.50 +500 500 New +$4,250

Purchase Sale Sale after option exercise All abbreviations