Pate Cheryl
SEC CIK 1777480 · EDGAR
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| FINS | Angel Oak Financial Strategies Income Term Trust | Portfolio Manager | 8,554 | — | — | 4 | 2021-10-14 | 2025-05-14 |
Most active insiders at FINS, 12 months
| # | Insider | Title | Bought | Sold |
|---|---|---|---|---|
| 1 | Fierman Michael | INVESTMENT ADVISER PRINCIPAL | $214.1K | — |
| 2 | Prabhu Sreeniwas | INVESTMENT ADVISER PRINCIPAL | $118.5K | — |
| 3 | Parks Kevin | Portfolio Manager | $12.5K | — |
| 4 | Cohen Ira P | Dir | $4,991 | — |
| 5 | MetLife Investment Management, LLC | 10% | — | — |
Pate Cheryl made no open-market trades at FINS in the last 12 months.
Transactions 4
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2025-05-16 | 2025-05-14 | FINS | Angel Oak Financial Strategies Income Term Trust | Pate Cheryl | Dir, Portfolio Manager | X - OptEx | $13.23 | +2,124 | 8,554 | +33% | +$28.1K |
| I | 2022-08-02 | 2022-07-29 | FINS | Angel Oak Financial Strategies Income Term Trust | Pate Cheryl | Portfolio Manager | J - Other | — | +506.76 | 5,207 | +11% | — |
| DI | 2021-10-22 | 2021-10-19 | FINS | Angel Oak Financial Strategies Income Term Trust | Pate Cheryl | Portfolio Manager | X - OptEx | $16.06 | +33 | 4,700 | +0.7% | +$529.98 |
| DI | 2021-10-18 | 2021-10-14 | FINS | Angel Oak Financial Strategies Income Term Trust | Pate Cheryl | Portfolio Manager | X - OptEx | $16.06 | +1,167 | 4,667 | +33% | +$18.7K |
Purchase Sale Sale after option exercise All abbreviations