John Yogi Spence bought $49k of XFLT
Vice President at XAI Octagon Floating Rate & Alternative Income Term Trust. 6,867 shares at an average of $7.13, traded May 9, 2024, filed May 10, 2024.
Score components
- +8RoleOther
- +7Trade size$49k at market
- +6Relative to holdingsHoldings up 33%
- 0Price contextNear the top of the 52-week range
- +8Cluster2 insiders buying within 14 days
- 0Repeat buyingFirst buy in 90 days
- -5Track recordMedian 6-month excess return -5% over 4 past buys
What happened after comparable buys
Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.
This signal so far: 1m +1.8%, 3m +0.9%, 6m +4.4%.
Price around the trade, and since
From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™
Rows in this filing
Every transaction in Form 4 0001718133-24-000002, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| May 9, 2024 | POpen-market purchase Common Shares of Beneficial Ownershipindirect: XMS Holdings LLC | +3,417 | $7.13 | $24k | 23,951 | May 10, 2024 |
| May 10, 2024 | POpen-market purchase Common Shares of Beneficial Ownershipindirect: XMS Holdings LLC | +3,450 | $7.13 | $25k | 27,401 | May 10, 2024 |
Related signals
Other insiders at XAI Octagon Floating Rate & Alternative Income Term Trust and this insider’s other filings.
| Score | Company | Insider | Value | Holdings | Filed |
|---|---|---|---|---|---|
| 24Weak | XFLTbuy XAI Octagon Floating Rate & Alternative Income Term Trust | John Yogi Spence Vice President | $20k 5,000 shares | +1% | |
| 40Moderate | XFLTbuy XAI Octagon Floating Rate & Alternative Income Term Trust | Lauren Kristen Law other | $100k 20,000 shares | - | |
| 36Weak | XFLTsell XAI Octagon Floating Rate & Alternative Income Term Trust | Scott C Jones other | $73k 13,009 shares | -100% | |
| 3Weak | XFLTbuy XAI Octagon Floating Rate & Alternative Income Term Trust | John Yogi Spence Vice President | $13k 2,000 shares | +0% | |
| 46Moderate | XAI Octagon Floating Rate & Alternative Income Term Trust | Theodore J Brombach President & CEO | $49k 6,867 shares | +33% | |
| 38Weak | XAI Octagon Floating Rate & Alternative Income Term Trust | Theodore J Brombach President & CEO | $5,816 825 shares | +4% | |
| 16Weak | XAI Octagon Floating Rate & Alternative Income Term Trust | John Yogi Spence Vice President | $5,816 825 shares | +4% | |
| 50Moderate | XAI Octagon Floating Rate & Alternative Income Term Trust | Theodore J Brombach President & CEO | $41k 6,000 shares | +34% | |
| 28Weak | XAI Octagon Floating Rate & Alternative Income Term Trust | John Yogi Spence Vice President | $41k 6,000 shares | +34% | |
| 33Weak | XAI Octagon Floating Rate & Alternative Income Term Trust | Theodore J Brombach President & CEO | $2,046 289 shares | +2% |
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.