John Yogi Spence Net Worth

The estimated Net Worth of John Yogi Spence is at least $419 mil dollars as of 9 May 2024. John Spence owns over 6,867 units of XAI Octagon Floating Rate & Alternative Income Trust stock worth over $188,512 and over the last 7 years John sold XFLT stock worth over $230,613.

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John Spence XFLT stock SEC Form 4 insiders trading

John has made over 47 trades of the XAI Octagon Floating Rate & Alternative Income Trust stock since 2017, according to the Form 4 filled with the SEC. Most recently John bought 6,867 units of XFLT stock worth $48,962 on 9 May 2024.

The largest trade John's ever made was buying 10,000 units of XAI Octagon Floating Rate & Alternative Income Trust stock on 21 July 2021 worth over $85,000. On average, John trades about 1,814 units every 48 days since 2017. As of 9 May 2024 John still owns at least 27,400 units of XAI Octagon Floating Rate & Alternative Income Trust stock.

You can see the complete history of John Spence stock trades at the bottom of the page.

What's John Spence's mailing address?

John's mailing address filed with the SEC is 321 N. CLARK STREET, , CHICAGO, IL, 60054.

Insiders trading at XAI Octagon Floating Rate & Alternative Income Trust

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.

What does XAI Octagon Floating Rate & Alternative Income Trust do?

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

Complete history of John Spence stock trades at XAI Octagon Floating Rate & Alternative Income Trust

XAI Octagon Floating Rate & Alternative Income Trust executives and stock owners

XAI Octagon Floating Rate & Alternative Income Trust executives and other stock owners filed with the SEC include:

• Gretchen Mae Mohr Lam CFA,
  Portfolio Mang.
• Lauren Michelle Basmadjian,
  Portfolio Mang.
• Benjamin David Mcculloch,
  Chief Legal Officer & Sec.
• Theodore J Brombach,
  President & CEO
• Philip G Franklin,
  
• Gregory Dingens,
  
• John Yogi Spence,
  
• Scott C Jones,
  
• Lauren Michelle Basmadjian,
  
• Danielle Cupps,
  
• Benjamin Mc Culloch,
  Secretary & CLO
• Andrew David Gordon,
  
• Kimberly Ann Flynn,
  Vice President
• John P Mc Garrity,