Insider Trading January 30, 2026

Angel Oak Financial Strategies Income Term Trust: Insider Michael Fierman Increases Stake as Trust Trades Below Peers

Investment Adviser Principal adds to holdings while the trust pauses its annual meeting after recent corporate actions

By Sofia Navarro FINS
Angel Oak Financial Strategies Income Term Trust: Insider Michael Fierman Increases Stake as Trust Trades Below Peers
FINS

Michael Fierman, Investment Adviser Principal at Angel Oak Financial Strategies Income Term Trust (NYSE: FINS), reported a series of purchases that increased his direct stake to 125,420 shares. The trust, with a $439 million market capitalization and a P/E ratio of 8.34, recently traded near its 52-week high as the board postponed the annual shareholder meeting following a year of non-routine corporate actions.

Key Points

  • Michael Fierman purchased 16,220 shares across three transactions in November and December 2025, bringing his direct holdings to 125,420 shares.
  • Angel Oak Financial Strategies Income Term Trust (NYSE: FINS) has a $439 million market cap and a P/E ratio of 8.34; the trust shows a 10.49% dividend yield and a Beta of 0.21.
  • The board has postponed the annual shareholder meeting after a rights offering in May, a special meeting in September, and a contested meeting in June; a new date has not been announced.

Michael Fierman, who serves as Investment Adviser Principal at Angel Oak Financial Strategies Income Term Trust (NYSE: FINS), disclosed multiple purchases of the trust's common stock across several transactions late in 2025. Those transactions increased Fierman’s direct ownership in the trust to 125,420 shares.

The reported buys occurred on three dates: on November 6, 2025 he purchased 313 shares at $13.15; on November 7, 2025 he added 15,898 shares at $13.20; and on December 12, 2025 he acquired 9 shares at $13.09. The aggregate cost of these transactions was $214,087, with per-share prices ranging from $13.09 to $13.20. At the time of the purchases, FINS was trading close to its 52-week high of $13.64.

Market metrics published alongside the transaction details show the trust carries a $439 million market capitalization and a price-to-earnings ratio of 8.34, placing it below many of its financial sector counterparts on that valuation measure. Additional financial indicators noted include a dividend yield of 10.49% and a low historical price volatility measured by a Beta of 0.21.

Those income and volatility characteristics were presented as potential explanations for the insider accumulation, although no explicit rationale from Fierman was included in the disclosures. The public filing details the exact share counts and prices and confirms the post-transaction direct ownership figure of 125,420 shares.


Separately, the trust's board of trustees announced it will postpone the annual shareholder meeting. The board framed the decision as providing shareholders a respite after a sequence of atypical corporate events earlier in the year, specifically citing a rights offering in May and a special meeting held in September. A contested annual meeting that took place in June was also referenced in the announcement. The company has not yet set a new date for the postponed meeting and said that timing details will be disclosed later.

The announcement reiterated procedural requirements under the trust’s bylaws: shareholders must submit nominations or other business proposals within specified timeframes relative to the meeting date, and any shareholder proposals for the 2026 annual meeting must comply with applicable securities laws.

The reported insider purchases, the trust's headline financial metrics, and the postponement of the annual meeting together form the current public narrative around FINS. No further commentary or forward-looking statements were included in the filings or the board’s announcement.

Risks

  • Timing uncertainty for the postponed annual meeting could affect shareholder nominations and proposals; this has direct relevance to corporate governance and investor engagement.
  • The trust's high dividend yield and low beta may attract income-focused investors but also reflect unique valuation dynamics within the financial sector, which could lead to differing market reactions.
  • A series of non-routine corporate actions earlier in the year - including a rights offering and special meetings - introduces governance and operational complexity that may remain unresolved until the annual meeting is rescheduled.

More from Insider Trading

Symbotic Accounting Chief Disposes $457,722 in Shares as Company Prices 10M-Share Offering; Goldman Lowers Rating Feb 2, 2026 Wintrust Financial EVP Sells 5,000 Shares as Firm Announces Dividend Hike and Multiple Price-Target Upgrades Jan 30, 2026 Cantor Fitzgerald Affiliates Dispose of Satellogic Shares in $2.94M Transaction Block Jan 30, 2026 Navan Interim CFO Executes $37,044 Sell-to-Cover Transaction Jan 30, 2026 Bluescape entity disposes of $4.2M in Riley Exploration stock amid company asset sale and capital actions Jan 30, 2026