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 |
| 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 |
| 2020-03-16 Purchase | 2020-03-16 4:45 pm | XAI Octagon Floating Rate & Alternative Income Term Trust | XFLT | Spence John Yogi Adviser Personnel | 3,000 | $5.69 | $17,070 | 453,415 (Indirect Direct) | View |
| 2020-03-12 Purchase(A) | 2020-03-13 12:28 pm | XAI Octagon Floating Rate & Alternative Income Term Trust | XFLT | Spence John Yogi Advisor Personnel | 1,800 | $5.925 | $10,665 | 450,415 (Indirect Direct) | View |
| 2020-03-12 Purchase | 2020-03-12 4:08 pm | XAI Octagon Floating Rate & Alternative Income Term Trust | XFLT | Spence John Yogi Advisor Personnel | 1,800 | $5.9111 | $10,640 | 450,415 (Indirect Direct) | View |
| 2020-03-06 Purchase | 2020-03-06 2:21 pm | XAI Octagon Floating Rate & Alternative Income Term Trust | XFLT | Spence John Yogi Advisor Personnel | 5,000 | $7.38 | $36,900 | 448,615 (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 |
| 2024-07-10 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 |
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 |
| 2024-10-17 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 Disposition | 2024-03-20 9:53 pm | N/A N/A | Montana Technologies Corp. | AIRJ | Brombach Theodore J Spence John Yogi Director 10% Owner | 269,531 | $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 |
| 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 |
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 |