Cheryl Pate - Net Worth and Insider Trading
Cheryl Pate Net Worth
The estimated net worth of Cheryl Pate is at least $43,925 dollars as of 2024-05-11. Cheryl Pate is the Portfolio Manager of Angel Oak Financial Strats Income Term and owns about 3,500 shares of Angel Oak Financial Strats Income Term (FINS) stock worth over $43,925. Details can be seen in Cheryl Pate's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Cheryl Pate has not made any transactions after 2020-07-07 and currently still holds the listed stock(s).
Transaction Summary of Cheryl Pate
Cheryl Pate Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Cheryl Pate owns 2 companies in total, including Angel Oak Financial Strats Income Term (FINS) , and Angel Oak Dynamic Financial Strategies Income Term Trust (DYFN) .
Click here to see the complete history of Cheryl Pate’s form 4 insider trades.
Insider Ownership Summary of Cheryl Pate
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| FINS | Angel Oak Financial Strats Income Term | 2020-07-07 | other: Portfolio Manager |
| DYFN | Angel Oak Dynamic Financial Strategies Income Term Trust | 2020-06-25 | other: Portfolio Manager |
Cheryl Pate Latest Holdings Summary
Cheryl Pate currently owns a total of 1 stock. Cheryl Pate owns 3,500 shares of Angel Oak Financial Strats Income Term (FINS) as of July 7, 2020, with a value of $43,925.
Latest Holdings of Cheryl Pate
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| FINS | Angel Oak Financial Strats Income Term | 2020-07-07 | 3,500 | 12.55 | 43,925 |
Holding Weightings of Cheryl Pate
Cheryl Pate Form 4 Trading Tracker
According to the SEC Form 4 filings, Cheryl Pate has made a total of 2 transactions in Angel Oak Financial Strats Income Term (FINS) over the past 5 years, including 1 buys and 1 sells. The most-recent trade in Angel Oak Financial Strats Income Term is the sale of 268 shares on July 7, 2020, which brought Cheryl Pate around $4,505.
Insider Trading History of Cheryl Pate
- 1
Cheryl Pate Trading Performance
GuruFocus tracks the stock performance after each of Cheryl Pate's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Cheryl Pate is 0.65%. GuruFocus also compares Cheryl Pate's trading performance to market benchmark return within the same time period. The performance of stocks bought by Cheryl Pate within 3 months outperforms 1 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Cheryl Pate's insider trading performs compared to the benchmark.
Performance of Cheryl Pate
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 0.9 | | | | | |
| Relative Return to S&P 500(%) | 2.17 | | | | | |
Cheryl Pate Ownership Network
Cheryl Pate Owned Company Details
What does Angel Oak Financial Strats Income Term do?
Who are the key executives at Angel Oak Financial Strats Income Term?
Cheryl Pate is the other: Portfolio Manager of Angel Oak Financial Strats Income Term. Other key executives at Angel Oak Financial Strats Income Term include other: Portfolio Manager Johannes Palsson , other: Portfolio Manager Affil. Fund Kevin Parks , and Chief Compliance Officer William Eldredge .
Angel Oak Financial Strats Income Term (FINS) Insider Trades Summary
Over the past 18 months, Cheryl Pate made no insider transaction in Angel Oak Financial Strats Income Term (FINS). Other recent insider transactions involving Angel Oak Financial Strats Income Term (FINS) include a net sale of 1,500 shares made by Kevin Parks , and a net purchase of 5,670 shares made by Johannes Palsson .
In summary, during the past 3 months, insiders sold 0 shares of Angel Oak Financial Strats Income Term (FINS) in total and bought 5,670 shares, with a net purchase of 5,670 shares. During the past 18 months, 2,000 shares of Angel Oak Financial Strats Income Term (FINS) were sold and 6,170 shares were bought by its insiders, resulting in a net purchase of 4,170 shares.
Angel Oak Financial Strats Income Term (FINS)'s detailed insider trading history can be found in Insider Trading Tracker table.
Angel Oak Financial Strats Income Term Insider Transactions
Cheryl Pate Mailing Address
Above is the net worth, insider trading, and ownership report for Cheryl Pate. You might contact Cheryl Pate via mailing address: 3060 Peachtree Road Nw, Suite 500, Atlanta Ga 30305.
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