Spence John Yogi
SEC CIK 1718133 · EDGAR
BoughtSold
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| XFLT | XAI Floating Rate & Alternative Income Trust | VP | 561.8K | $501.9K | — | 28 | 2021-07-21 | 2026-02-19 |
| MCN | XAI Madison Equity Premium Income Fund | Adviser Personnel | 2,000 | $16.6K | — | 1 | 2024-12-19 | 2024-12-19 |
| AIRJ | AirJoule Technologies Corp. | 10% | 0 | $150.0K | — | 5 | 2024-03-14 | 2024-10-17 |
Most active insiders at XFLT, 12 months
| # | Insider | Title | Bought | Sold |
|---|---|---|---|---|
| 1 | Law Lauren Kristen | Sub-Adviser Inv Comm Member | $100.2K | — |
| 2 | Spence John Yogi | VP | $19.5K | — |
| 3 | McCulloch Benjamin | CLO, Sec | — | — |
| 4 | Flynn Kimberly Ann | VP | — | — |
| 5 | Brombach Theodore J | Pres, CEO, Dir | — | — |
Transactions 34
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-19 | 2026-02-19 | XFLT | XAI Floating Rate & Alternative Income Trust | Spence John Yogi | VP | P - Purchase | $3.90 | +5,000 | 561.8K | +0.9% | +$19.5K | |
| I | 2025-12-30 | 2025-12-24 | XFLT | XAI Floating Rate & Alternative Income Trust | Spence John Yogi | VP | G - Gift | $0.00 | -7,811 | 16.1K | -33% | $0 |
| 2025-02-21 | 2025-02-21 | XFLT | XAI Floating Rate & Alternative Income Trust | Spence John Yogi | VP | P - Purchase | $6.38 | +2,000 | 551.8K | +0.4% | +$12.8K | |
| 2025-02-19 | 2025-02-19 | XFLT | XAI Floating Rate & Alternative Income Trust | Spence John Yogi | VP | P - Purchase | $6.41 | +3,000 | 549.8K | +0.5% | +$19.2K | |
| I | 2025-01-13 | 2024-12-18 | XFLT | XAI Floating Rate & Alternative Income Trust | Spence John Yogi | VP | J - Other | $0.00 | -6,052 | 20.7K | -23% | $0 |
| 2024-12-20 | 2024-12-19 | XFLT | XAI Floating Rate & Alternative Income Trust | Spence John Yogi | Adviser Personnel | P - Purchase | $6.50 | +2,000 | 546.8K | +0.4% | +$13.0K | |
| M | 2024-12-19 | 2024-12-19 | MCN | XAI Madison Equity Premium Income Fund | Spence John Yogi | Adviser Personnel | P - Purchase | $6.62 | +2,500 | 2,000 | New | +$16.6K |
| DMI | 2024-10-21 | 2024-10-17 | AIRJ | AirJoule Technologies Corp. | Spence John Yogi | 10% | J - Other | $0.00 | -3.33M | 0 | -100% | $0 |
| DM | 2024-10-21 | 2024-09-18+ | AIRJ | AirJoule Technologies Corp. | Spence John Yogi | 10% | P - Purchase | $8.50 | +17.6K | 67.5K | +35% | +$150.0K |
| D | 2024-10-21 | 2024-10-17 | AIRJ | AirJoule Technologies Corp. | Spence John Yogi | 10% | J - Other | $0.00 | +746.7K | 814.2K | +1,105% | $0 |
| 2024-05-23 | 2024-05-21 | XFLT | XAI Floating Rate & Alternative Income Trust | Spence John Yogi | Adviser Personnel | G - Gift | $0.00 | -6,000 | 531.8K | -1% | $0 | |
| MI | 2024-05-10 | 2024-05-09+ | XFLT | XAI Floating Rate & Alternative Income Trust | Spence John Yogi | Advisor Personnel | P - Purchase | $7.13 | +6,867 | 27.4K | +33% | +$49.0K |
| DI | 2024-03-20 | 2024-03-14 | AIRJ | AirJoule Technologies Corp. | Spence John Yogi | 10% | M - OptEx | — | +6.83M | 6.83M | New | — |
| DI | 2024-03-20 | 2024-03-14 | AIRJ | AirJoule Technologies Corp. | Spence John Yogi | 10% | A - Grant | — | +162.1K | 162.1K | New | — |
| I | 2023-12-13 | 2023-12-11 | XFLT | XAI Floating Rate & Alternative Income Trust | Spence John Yogi | Adviser Personnel | J - Other | $0.00 | -5,409 | 18.5K | -23% | $0 |
| I | 2023-12-13 | 2023-12-12 | XFLT | XAI Floating Rate & Alternative Income Trust | Spence John Yogi | Adviser Personnel | P - Purchase | $7.05 | +825 | 19.3K | +4% | +$5,816 |
| I | 2023-12-06 | 2023-12-05 | XFLT | XAI Floating Rate & Alternative Income Trust | Spence John Yogi | Adviser Personnel | P - Purchase | $6.89 | +6,000 | 23.7K | +34% | +$41.3K |
| I | 2023-11-16 | 2023-11-13 | XFLT | XAI Floating Rate & Alternative Income Trust | Spence John Yogi | Adviser Personnel | P - Purchase | $7.08 | +289 | 17.7K | +2% | +$2,046 |
| 2023-07-26 | 2023-07-24 | XFLT | XAI Floating Rate & Alternative Income Trust | Spence John Yogi | Adviser Personnel | G - Gift | $0.00 | -4,000 | 520.3K | -0.8% | $0 | |
| 2022-12-23 | 2022-12-22 | XFLT | XAI Floating Rate & Alternative Income Trust | Spence John Yogi | Adviser Personnel | P - Purchase | $6.33 | +500 | 516.0K | +0.1% | +$3,165 | |
| I | 2022-11-15 | 2022-11-11 | XFLT | XAI Floating Rate & Alternative Income Trust | Spence John Yogi | Adviser Personnel | P - Purchase | $6.67 | +3,050 | 15.1K | +25% | +$20.3K |
| MI | 2022-11-14 | 2022-11-10 | XFLT | XAI Floating Rate & Alternative Income Trust | Spence John Yogi | Adviser Personnel | P - Purchase | $6.64 | +2,000 | 11.6K | +21% | +$13.3K |
| MI | 2022-11-09 | 2022-11-08+ | XFLT | XAI Floating Rate & Alternative Income Trust | Spence John Yogi | Adviser Personnel | P - Purchase | $6.51 | +6,000 | 4,100 | New | +$39.1K |
| MAI | 2022-11-09 | 2022-11-08+ | XFLT | XAI Floating Rate & Alternative Income Trust | Spence John Yogi | Adviser Personnel | P - Purchase | $6.51 | +6,000 | 9,082 | +195% | +$39.1K |
| MAI | 2022-11-09 | 2022-11-03+ | XFLT | XAI Floating Rate & Alternative Income Trust | Spence John Yogi | Adviser Personnel | P - Purchase | $6.39 | +4,000 | 412 | New | +$25.5K |
| MI | 2022-11-04 | 2022-11-03+ | XFLT | XAI Floating Rate & Alternative Income Trust | Spence John Yogi | Adviser Personnel | P - Purchase | $6.39 | +4,000 | 4,000 | New | +$25.5K |
| M | 2022-09-23 | 2022-09-23 | XFLT | XAI Floating Rate & Alternative Income Trust | 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 | XAI Floating Rate & Alternative Income Trust | 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 | XAI Floating Rate & Alternative Income Trust | Spence John Yogi | Adviser Personnel | P - Purchase | — | 0 | 557.51 | New | — |
| MI | 2022-08-22 | 2022-08-19 | XFLT | XAI Floating Rate & Alternative Income Trust | Spence John Yogi | Adviser Personnel | P - Purchase | — | 0 | 557.51 | New | — |
| M | 2022-08-22 | 2022-08-19 | XFLT | XAI Floating Rate & Alternative Income Trust | Spence John Yogi | Adviser Personnel | P - Purchase | $7.16 | +3,000 | 506.7K | +0.6% | +$21.5K |
| M | 2021-12-20 | 2021-12-20 | XFLT | XAI Floating Rate & Alternative Income Trust | Spence John Yogi | Adviser Personnel | P - Purchase | $8.53 | +4,000 | 486.8K | +0.8% | +$34.1K |
| M | 2021-07-21 | 2021-07-21 | XFLT | XAI Floating Rate & Alternative Income Trust | Spence John Yogi | Adviser Personnel | P - Purchase | $8.50 | +9,500 | 459.7K | +2% | +$80.7K |
| I | 2021-07-21 | 2021-07-21 | XFLT | XAI Floating Rate & Alternative Income Trust | Spence John Yogi | Adviser Personnel | P - Purchase | $8.50 | +500 | 500 | New | +$4,250 |
Purchase Sale Sale after option exercise All abbreviations