Kimberly's mailing address filed with the SEC is 321 NORTH CLARK STREET, SUITE 2430, CHICAGO, IL, 60654.
Over the last 7 years, insiders at XAI Octagon Floating Rate & Alternative Income Trust have traded over $564,821 worth of XAI Octagon Floating Rate & Alternative Income Trust stock and bought 191,515 units worth $133,910,347 . The most active insiders traders include Philip G Franklin, John Yogi Spence, eTheodore J Brombach. On average, XAI Octagon Floating Rate & Alternative Income Trust executives and independent directors trade stock every 22 days with the average trade being worth of $15,893. The most recent stock trade was executed by Theodore J Brombach on 9 May 2024, trading 6,867 units of XFLT stock currently worth $48,962.
xa investments llc (“xai”) is a chicago-based firm founded by xms capital partners, llc, (“xms”) in april, 2016. the xai leadership team believes that investors need better access to a broader range of alternative investment strategies and managers. to provide investors with institutional-caliber investment expertise, xai partners with established alternative asset managers selected from elite alternative credit managers, hedge fund managers and private debt and equity firms. our proprietary alternative registered trust (art)™ platform represents a differentiated approach to alternatives investing by offering institutional-caliber alternatives in vehicles that are specifically tailored to meet the needs of financial advisors and their clients. xms, established in 2006, is a global, independent financial services firm providing m&a;, corporate advisory and asset management services to clients. the firm focuses on building trusted relationships with its clients, many of which have been w
XAI Octagon Floating Rate & Alternative Income Trust executives and other stock owners filed with the SEC include: