Robert Edward Bortz III
Robert Edward Bortz III has made 1 open-market purchase worth $5k since Oct 13, 2026, in 1 company. The latest: $5k of FINS, filed Oct 13, 2026, scored 42 out of 100.
President, Angel Oak Financial Strategies Income Term Trust
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Purchases
| Filed | Stock | Stake | Score | Bought | 1 week | 1 month |
|---|---|---|---|---|---|---|
| Oct 13 Form 4 (opens sec.gov) |
FINSAngel Oak Financial Strategies Income Term Trust · PresidentPresident · Near 52-week low | +51% stake | 42 | $5k 418 at $11.92 |
— | — |
Questions
What stock has Robert Edward Bortz III bought?
FINS (Angel Oak Financial Strategies Income Term Trust), all on the open market and reported on SEC Form 4.
When did Robert Edward Bortz III last buy?
Oct 13, 2026: 418 shares of FINS at $11.92, $5k in all (Form 4 (opens sec.gov)).
Has Robert Edward Bortz III filed a notice of a planned sale?
Not in the filings on record. A Form 144 is the notice an insider must file before selling restricted or control shares, and it lands on EDGAR before the sale is reported.
Is Robert Edward Bortz III a routine or an opportunistic buyer?
There isn't enough history to say yet.
Data as of Oct 13, 2026, from SEC EDGAR Form 4 filings: open-market purchases (code P) of $25,000 or more, and open-market sales. Every row links to its filing. Scores summarise what a filing says (how the score works); outcomes are hypothetical, from the first close after the filing, and past results don't predict future ones. Disclaimer