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William Eldredge

FINS
CHIEF COMPLIANCE OFFICER · ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST · CIK 0001947282
FILING MIX · LIFETIME80%/20%
BUYS
4
SELLS
1
TOTAL VALUE
$38.6K
COMPANIES
1
ACTIVE SINCE
Apr 2025
HOLDINGS NOW
2,940
AVG SELL PX
TRADE KIND
SHOWING 5 / 5
Trades · vs SPY
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Performance · forward returns vs SPY
3 backtested trades · 8 horizons · 4 pending
Forward-return performance of every backtestable P/S trade by William Eldredge, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d3+33.33%-1.80%-2.34%+0.54%+1.48%
14d3+33.33%+0.13%+2.08%-1.95%-2.33%
30d3+100.00%+1.60%+7.12%-5.51%-7.16%
60d3+33.33%-1.32%+9.35%-10.67%-12.95%
90d3+33.33%-0.38%+13.54%-13.91%-16.81%
180d3+100.00%+0.69%+17.66%-16.98%-20.90%
1y3(1 pending)+0.00%-1.75%+28.81%-30.57%-30.57%
2y3(3 pending)
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
FINS · 2,940 shares · as of Aug 5, 2025
07351,4702,2052,940SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2025
2025
FLOW · 4 buys / 1 sellsCOVERAGE · 2 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
FINS
ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST
PURCHASE
Chief Compliance Officer
1,920$13.10$25.2K2,940Aug 5, 2025Aug 6, 2025View →
FINS
ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST
PURCHASE
Chief Compliance Officer
255$13.23$3.4K1,020May 14, 2025May 16, 2025View →
FINS
ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST
SALE
Chief Compliance Officer
7650May 14, 2025May 16, 2025View →
FINS
ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST
PURCHASE
Chief Compliance Officer
392$13.15$5.2K765Apr 14, 2025Apr 15, 2025View →
FINS
ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST
PURCHASE
Chief Compliance Officer
373$13.08$4.9K373Apr 14, 2025Apr 15, 2025View →
Other insiders · FINS
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About this filer
CIK 0001947282
ROLE
Chief Compliance Officer
PRIMARY
FINS
COMPANIES
1
ACTIVE SINCE
Apr 2025
MARKETPEEL · /INSIDER/0001947282DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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