Cheryl Pate's Insider Trades & SAST Disclosures
Cheryl Pate's most recent trade in Angel Oak Financial Strategies Income Term Trust was a trade of 506 Common Stock done . Disclosure was reported to the exchange on July 29, 2022.
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"Balanced Fund": Use this format with quotation marks to find the exact phrase. The output matches
"Balanced Fund"
but not "Balanced Growth Fund"
Balanced Fund: Use this format without quotation marks to search for all funds related to the term
"Balanced Fund" The results may include
"Balanced Income Fund", "Balanced Growth Fund" and any fund name containing "Balanced Fund".
| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Angel Oak Financial Strate... | Cheryl Pate | Portfolio Manager | Other type of transaction at price $ 0.00 per share. | 29 Jul 2022 | 506 | 5,206 (0%) | 0% | - | Common Stock | |
| Angel Oak Financial Strate... | Cheryl Pate | Portfolio Manager | 19 Oct 2021 | 99 | 0 | - | - | Oversubscription Privilege (Contingent Right to Buy) | ||
| Angel Oak Financial Strate... | Cheryl Pate | Portfolio Manager | 19 Oct 2021 | 33 | 4,700 (0%) | 0% | 16.1 | 530 | Common Stock | |
| Angel Oak Financial Strate... | Cheryl Pate | Portfolio Manager | 14 Oct 2021 | 3,501 | 0 | - | - | Transferable Subscription Right (right to buy) | ||
| Angel Oak Financial Strate... | Cheryl Pate | Portfolio Manager | 14 Oct 2021 | 1,167 | 4,667 (0%) | 0% | 16.1 | 18,742 | Common Stock | |
| Angel Oak Financial Strate... | Cheryl Pate | Portfolio Manager | Sale of securities on an exchange or to another person at price $ 16.85 per share. | 07 Jul 2020 | 100 | 3,568 (0%) | 0% | 16.9 | 1,685 | Angel Oak Financial Strategies Income Term Trust |
| Angel Oak Financial Strate... | Cheryl Pate | Portfolio Manager | Sale of securities on an exchange or to another person at price $ 16.80 per share. | 07 Jul 2020 | 100 | 3,668 (0%) | 0% | 16.8 | 1,680 | Angel Oak Financial Strategies Income Term Trust |
| Angel Oak Financial Strate... | Cheryl Pate | Portfolio Manager | Sale of securities on an exchange or to another person at price $ 16.76 per share. | 07 Jul 2020 | 68 | 3,500 (0%) | 0% | 16.8 | 1,140 | Angel Oak Financial Strategies Income Term Trust |
*All Values are in $ Million
Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc
Security Type: Share/ Warrants / Convertible Debentures
Security Type: Share/ Warrants / Convertible Debentures
Data as reported to USA Exchanges