Cheryl Pate
Insider
First SEC filing: May 24, 2019 · Latest: May 24, 2019
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net: $0
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| May 14, 2025 | FINS | X | 2,124 | $13.23 | $28,101 | 8,554 Direct | +33.03% | Acquired | -9.8% (price as of 2026-10-05) |
| May 14, 2025 | FINS | X | 6,375 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-05) |
| July 29, 2022 | FINS | J | 507 | · | · | 5,207 Indirect | +10.79% | Acquired | (price as of 2026-10-05) |
| Oct. 19, 2021 | FINS | X | 33 | $16.06 | $530 | 4,700 Indirect | +0.71% | Acquired | -25.7% (price as of 2026-10-05) |
| Oct. 19, 2021 | FINS | X | 99 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-05) |
| Oct. 14, 2021 | FINS | X | 1,167 | $16.06 | $18,742 | 4,667 Indirect | +33.34% | Acquired | -25.7% (price as of 2026-10-05) |
| Oct. 14, 2021 | FINS | X | 3,501 | · | · | 0 Indirect | -100.00% | Disposed | (price as of 2026-10-05) |
| July 7, 2020 | FINS | S | 100 | $16.80 | $1,680 | 3,668 Indirect | -2.65% | Disposed | -28.9% (price as of 2026-10-05) |
| July 7, 2020 | FINS | S | 100 | $16.85 | $1,685 | 3,568 Indirect | -2.73% | Disposed | -29.1% (price as of 2026-10-05) |
| July 7, 2020 | FINS | S | 68 | $16.77 | $1,140 | 3,500 Indirect | -1.91% | Disposed | -28.8% (price as of 2026-10-05) |
| July 8, 2019 | FINS | P | 2,000 | $20.01 | $40,020 | 3,750 Direct | +114.29% | Acquired | -40.3% (price as of 2026-10-05) |
| July 8, 2019 | FINS | P | 1,500 | $20.01 | $30,015 | 3,750 Indirect | +66.67% | Acquired | -40.3% (price as of 2026-10-05) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II) Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| May 14, 2025 | FINS | Transferable Subscription Right(right to buy) [F2,F3] | Common Stock | · | May 14, 2025 | 6,375 | Disposed |
| Oct. 19, 2021 | FINS | Oversubscription Privilege (Contingent Right to Buy) [F1,F2] | Common Stock | · | Oct. 14, 2021 | 99 | Disposed |
| Oct. 14, 2021 | FINS | Transferable Subscription Right (right to buy) | Common Stock | · | Oct. 14, 2021 | 3,501 | Disposed |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 1 holding
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| May 24, 2019 | FINS | Angel Oak Financial Strategies Income Term Trust | 250 | Direct |