Angel Oak Financial Strategies Income Term Trust
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SEC XBRL · annualNo structured XBRL financials available (common for pre-2009 filers, foreign issuers, or companies that never reported as a US public company).
5%+ owners
SEC Schedule 13D / 13G · last 3 yrs- Karpus Management, Inc.Activist (13D)May 14, 2026
- Wells Fargo & Company/MnPassive (13G)Aug 6, 2025
- Sit Investment Associates IncPassive (13G)Jun 5, 2025
- Morgan StanleyPassive (13G)Jan 7, 2025
Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.
Short interest
FINRA · bi-monthly| Settlement | Shares short | Days to cover | Δ vs prior |
|---|---|---|---|
| May 15, 2026 | 30,027 | 1.0 | +97.8% |
| Apr 30, 2026 | 15,182 | 1.0 | +8.1% |
| Apr 15, 2026 | 14,045 | 1.0 | -33.4% |
| Mar 31, 2026 | 21,098 | 1.0 | -36.1% |
| Mar 13, 2026 | 33,045 | 1.0 | +34.6% |
Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.
Material events
SEC Form 8-K · most recent- Entered a material agreement · Unregistered equity sale · Amended charter or bylaws · Other material eventMay 26, 2026
- Other material eventNov 26, 2025
- Director / officer change · Other material eventOct 2, 2025
- Other material eventJun 18, 2025
- Other material eventMay 15, 2025
- Entered a material agreement · Other material eventApr 21, 2025
- Other material eventApr 11, 2025
- Other material eventApr 1, 2025
Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.
Recent SEC filings
All filings ↗- 3FORM 3Jun 1, 2026
- 8-KCURRENT REPORTMay 26, 2026
- SCHEDULE 13G/AMay 14, 2026
- N-CENApr 15, 2026
- N-CSRANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUSTApr 8, 2026
- NPORT-PApr 1, 2026
- POS EXANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUSTFeb 25, 2026
- 4PRIMARY DOCUMENTFeb 23, 2026
- 4PRIMARY DOCUMENTJan 30, 2026
- 4PRIMARY DOCUMENTJan 30, 2026
- NPORT-PDec 29, 2025
- 8-KCURRENT REPORTNov 26, 2025
- SCHEDULE 13G/ANov 14, 2025
- 40-17GFIDELITY BONDOct 14, 2025
- N-CSRSANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUSTOct 6, 2025
Event-driven situations (1)
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