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Angel Oak Financial Strategies Income Term Trust (ticker: FINS) has filed a Form NPORT-P Monthly Portfolio Investments Report. The submission is designated as a LIVE filing, but virtually every numerical field—including total assets, liabilities, net assets, risk metrics, securities-lending data, monthly returns and share-flow information—remains blank. Aside from indicating that this is not the fund’s final NPORT filing, the document offers no populated values about the Trust’s portfolio composition, performance or risk profile. Consequently, the filing provides investors with negligible insight and is unlikely to influence valuation or trading sentiment.
This is a Schedule 14A filing (DFAN14A) for Angel Oak Financial Strategies Income Term Trust (FINS), filed on June 28, 2025. The filing represents Definitive Additional Materials in a proxy solicitation process.
Key points from the filing:
- Filed by Trevor Montano, a party other than the Registrant
- No filing fee required
- Represents additional proxy materials related to a shareholder action
- Filed as a definitive version of proxy solicitation materials
This DFAN14A filing indicates ongoing proxy solicitation activity, suggesting potential shareholder activism or contested matters requiring shareholder attention. The involvement of a third-party filer (Trevor Montano) rather than the trust itself may indicate a non-management initiative or contested situation.
ISS Endorses Trevor Montano for Angel Oak Financial Strategies Income Term Trust Board
Leading proxy advisory firm ISS has recommended shareholders vote for Trevor Montano on the GREEN proxy card at FINS' 2025 Annual Meeting on June 26. ISS validated Montano's case for change, citing concerns about:
- Board Governance Issues: Problematic features including classified board structure and majority vote standard in contested elections
- Poor Performance: Historical financial underperformance and questionable acquisition track record
- Board Responsiveness: Dismissive attitude toward shareholder nominees and low support rates for board nominees at previous meetings
ISS highlighted Montano's qualifications, including his background in bank capital investing and board experience, deeming him a logical addition to improve oversight. The proxy contest represents a significant push for change in FINS' governance and strategic direction, with shareholders set to decide at the upcoming annual meeting.
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