Real time insider trading transaction history:
- Insiders are prohibited from making short-swing profits by trading their shares within 6 months of the registration or acquiring the shares.
- Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
Common stock purchase or sale:
| Transaction Date |
Reported DateTime |
Company | Symbol | Insider Relationship |
Shares Traded |
Average Price |
Total Amount |
Shares Owned |
Filing |
| 2025-02-21 Purchase |
2025-02-21 7:23 pm |
XAI Octagon Floating Rate & Alternative Income Trust | XFLT | Spence John Yogi Vice President |
2,000 | $6.38 | $12,760 | 583,834 (Indirect Direct) |
View |
| 2025-02-19 Purchase |
2025-02-19 7:57 pm |
XAI Octagon Floating Rate & Alternative Income Trust | XFLT | Spence John Yogi Vice President |
3,000 | $6.4097 | $19,229 | 581,834 (Indirect Direct) |
View |
| 2024-12-31 Purchase(A) |
2025-01-07 10:35 am |
Octagon XAI CLO Income Fund | OCTIX | Spence John Yogi Adviser Personnel |
967 | $25.85 | $25,000 | 4,967 (Indirect Direct) |
View |
| 2024-12-31 Purchase |
2025-01-03 6:08 pm |
Octagon XAI CLO Income Fund | OCTIX | Spence John Yogi Adviser Personnel |
967 | $25.85 | $25,000 | 5,026 (Direct) |
View |
| 2024-12-19 Purchase |
2024-12-20 2:52 pm |
XAI Octagon Floating Rate & Alternative Income Trust | XFLT | Spence John Yogi Adviser Personnel |
2,000 | $6.5 | $13,000 | 584,315 (Indirect Direct) |
View |
| 2024-12-19 Purchase |
2024-12-19 7:28 pm |
XAI Madison Equity Premium Income Fund | MCN | Spence John Yogi Adviser Personnel |
2,500 | $6.624 | $16,560 | 2,500 (Direct) |
View |
| 2024-07-17 Purchase |
2024-11-15 5:34 pm |
XAI Octagon Floating Rate & Alternative Income Trust | XFLT | Spence John Yogi Adviser Personnel |
831 | $0 | $0 | 609,195 (Indirect Direct) |
View |
| 2024-09-18 Purchase |
2024-10-21 9:36 pm |
Montana Technologies Corp. | AIRJ | Spence John Yogi 10% Owner |
17,647 | $8.5 | $150,000 | 6,054,245 (Indirect Direct) |
View |
| 2024-05-09 Purchase |
2024-05-10 4:37 pm |
XAI Octagon Floating Rate & Alternative Income Trust | XFLT | Spence John Yogi Advisor Personnel |
6,867 | $7.13 | $48,962 | 576,131 (Indirect Direct) |
View |
| 2023-12-12 Purchase |
2023-12-13 1:02 pm |
XAI Octagon Floating Rate & Alternative Income Term Trust | XFLT | Spence John Yogi Adviser Personnel |
825 | $7.05 | $5,816 | 569,679 (Indirect Direct) |
View |
| 2023-12-05 Purchase |
2023-12-06 5:03 pm |
XAI Octagon Floating Rate & Alternative Income Term Trust | XFLT | Spence John Yogi Adviser Personnel |
6,000 | $6.89 | $41,340 | 567,860 (Indirect Direct) |
View |
| 2023-11-13 Purchase |
2023-11-16 12:05 pm |
XAI Octagon Floating Rate & Alternative Income Term Trust | XFLT | Spence John Yogi Adviser Personnel |
289 | $7.08 | $2,046 | 561,860 (Indirect Direct) |
View |
| 2022-12-22 Purchase |
2022-12-23 12:12 pm |
XAI Octagon Floating Rate & Alternative Income Term Trust | XFLT | Spence John Yogi Adviser Personnel |
500 | $6.33 | $3,165 | 541,835 (Indirect Direct) |
View |
| 2022-11-11 Purchase |
2022-11-15 1:18 pm |
XAI Octagon Floating Rate & Alternative Income Term Trust | XFLT | Spence John Yogi Adviser Personnel |
3,050 | $6.67 | $20,344 | 541,347 (Indirect Direct) |
View |
| 2022-11-10 Purchase |
2022-11-14 8:20 pm |
XAI Octagon Floating Rate & Alternative Income Term Trust | XFLT | Spence John Yogi Adviser Personnel |
2,000 | $6.6373 | $13,275 | 538,297 (Indirect Direct) |
View |
| 2022-11-08 Purchase(A) |
2022-11-09 8:51 pm |
XAI Octagon Floating Rate & Alternative Income Term Trust | XFLT | Spence John Yogi Adviser Personnel |
6,000 | $6.5091 | $39,055 | 536,297 (Indirect Direct) |
View |
| 2022-11-08 Purchase |
2022-11-09 8:27 pm |
XAI Octagon Floating Rate & Alternative Income Term Trust | XFLT | Spence John Yogi Adviser Personnel |
6,000 | $6.5091 | $39,055 | 536,297 (Indirect Direct) |
View |
| 2022-11-03 Purchase(A) |
2022-11-09 6:22 pm |
XAI Octagon Floating Rate & Alternative Income Term Trust | XFLT | Spence John Yogi Adviser Personnel |
4,000 | $6.3859 | $25,544 | 530,297 (Indirect Direct) |
View |
| 2022-11-03 Purchase |
2022-11-04 3:52 pm |
XAI Octagon Floating Rate & Alternative Income Term Trust | XFLT | Spence John Yogi Adviser Personnel |
4,000 | $6.3859 | $25,544 | 529,067 (Indirect Direct) |
View |
| 2022-09-23 Purchase |
2022-09-23 1:39 pm |
XAI Octagon Floating Rate & Alternative Income Term Trust | XFLT | Spence John Yogi Adviser Personnel |
3,000 | $6.2333 | $18,700 | 525,067 (Indirect Direct) |
View |
| 2022-09-02 Purchase |
2022-09-02 4:57 pm |
XAI Octagon Floating Rate & Alternative Income Term Trust | XFLT | Spence John Yogi Adviser Personnel |
2,000 | $6.985 | $13,970 | 520,924 (Indirect Direct) |
View |
| 2022-08-19 Purchase |
2022-08-22 1:43 pm |
XAI Octagon Floating Rate & Alternative Income Term Trust | XFLT | Spence John Yogi Adviser Personnel |
3,000 | $7.158 | $21,474 | 518,924 (Indirect Direct) |
View |
| 2021-12-20 Purchase |
2021-12-20 6:08 pm |
XAI Octagon Floating Rate & Alternative Income Term Trust | XFLT | Spence John Yogi Adviser Personnel |
4,000 | $8.5303 | $34,121 | 500,915 (Indirect Direct) |
View |
| 2021-07-21 Purchase |
2021-07-21 4:30 pm |
XAI Octagon Floating Rate & Alternative Income Term Trust | XFLT | Spence John Yogi Adviser Personnel |
10,000 | $8.4996 | $84,996 | 951,898 (Indirect Direct) |
View |
Stock options: Exercise, Award, Grant, Conversion
| Transaction Date |
Reported DateTime |
Exercisable Expiration |
Company | Symnbol | Insider Relationship |
Shares Traded |
Conversion Price |
Shares Owned |
Filing |
| 2024-12-18 Other |
2025-01-13 4:55 pm |
N/A N/A |
XAI Octagon Floating Rate & Alternative Income Trust | XFLT | Spence John Yogi Vice President |
6,052 | $0 | 584,633 (Indirect) |
View |
Ownership |
2024-11-15 5:34 pm |
N/A N/A |
XAI Octagon Floating Rate & Alternative Income Trust | XFLT | Spence John Yogi Adviser Personnel |
0 | $0 | 609,195 (Direct) |
View |
| 2024-07-10 Ownership |
2024-11-15 5:34 pm |
N/A N/A |
XAI Octagon Floating Rate & Alternative Income Trust | XFLT | Spence John Yogi Adviser Personnel |
2,390 | $0 | 609,195 (Indirect) |
View |
| 2024-10-17 Other |
2024-10-21 9:36 pm |
2024-04-13 2029-03-14 |
Montana Technologies Corp. | AIRJ | Spence John Yogi 10% Owner |
7,811,377 | $0 | 6,054,245 (Indirect) |
View |
| 2024-09-16 Other |
2024-09-18 9:43 pm |
2024-04-13 2029-03-14 |
Montana Technologies Corp. | AIRJ | Brombach Theodore J Spence John Yogi XMS XPDI Sponsor II Holdings LLC 10% Owner |
15,727,969 | $0 | 13,110,580 (Indirect) |
View |
| 2024-07-24 Other |
2024-07-26 9:50 pm |
N/A N/A |
Montana Technologies Corp. | AIRJ | Brombach Theodore J Spence John Yogi 10% Owner |
162,059 | $0 | 7,066,301 (Indirect) |
View |
| 2024-05-21 Gift |
2024-05-23 4:37 pm |
N/A N/A |
XAI Octagon Floating Rate & Alternative Income Trust | XFLT | Spence John Yogi Adviser Personnel |
6,000 | $0 | 570,131 (Direct) |
View |
| 2024-03-14 Exercise |
2024-03-20 9:53 pm |
N/A N/A |
Montana Technologies Corp. | AIRJ | Brombach Theodore J Spence John Yogi Director 10% Owner |
6,827,969 | $0 | 6,990,028 (Indirect) |
View |
| 2024-03-14 Option Award |
2024-03-20 9:53 pm |
N/A N/A |
Montana Technologies Corp. | AIRJ | Brombach Theodore J Spence John Yogi Director 10% Owner |
162,059 | $0 | 6,990,028 (Indirect) |
View |
Ownership |
2024-02-26 4:44 pm |
N/A N/A |
Octagon XAI CLO Income Fund | Spence John Yogi Adviser Personnel |
0 | $0 | 4,000 (Indirect) |
View | |
| 2023-12-11 Other |
2023-12-13 1:02 pm |
N/A N/A |
XAI Octagon Floating Rate & Alternative Income Term Trust | XFLT | Spence John Yogi Adviser Personnel |
5,409 | $0 | 569,679 (Indirect) |
View |
| 2023-07-24 Gift |
2023-07-26 4:22 pm |
N/A N/A |
XAI Octagon Floating Rate & Alternative Income Term Trust | XFLT | Spence John Yogi Adviser Personnel |
4,000 | $0 | 546,173 (Direct) |
View |
Ownership(A) |
2022-01-07 6:30 pm |
N/A N/A |
XAI Octagon Floating Rate & Alternative Income Term Trust | XFLT | Spence John Yogi Adviser Personnel |
0 | $0 | 497,437 (Direct) |
View |
Ownership(A) |
2021-12-17 5:42 pm |
N/A N/A |
XAI Octagon Floating Rate & Alternative Income Term Trust | XFLT | Spence John Yogi Adviser Personnel |
0 | $0 | 496,915 (Direct) |
View |
Ownership |
2020-12-07 11:35 am |
N/A N/A |
XAI Octagon Floating Rate & Alternative Income Term Trust | XFLT | Spence John Yogi Adviser Personnel |
0 | $0 | 467,675 (Direct) |
View |