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[Form 3] Angel Oak Financial Strategies Income Term Trust Initial Statement of Beneficial Ownership

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
3

Angel Oak Financial Strategies Income Term Trust (FINS) Form 3 shows that Robert Edward Bortz III, serving as President and an officer/director, reported beneficial ownership of 820 shares of the issuer's common stock. The filing covers the event dated 10/01/2025 and is an initial statement required under Section 16. The ownership is reported as direct and no derivative securities were listed.

Angel Oak Financial Strategies Income Term Trust (FINS) Il modulo 3 mostra che Robert Edward Bortz III, in qualità di Presidente e dipendente/consigliere, ha riportato la proprietà beneficiaria di 820 azioni delle azioni ordinarie dell'emittente. Il deposito copre l'evento datato 10/01/2025 ed è una dichiarazione iniziale richiesta ai sensi della Sezione 16. La proprietà è riportata come diretta e non sono stati elencati titoli derivati.

Angel Oak Financial Strategies Income Term Trust (FINS) Formulario 3 muestra que Robert Edward Bortz III, que se desempeña como Presidente y un funcionario/director, reportó la propiedad beneficiaria de 820 acciones de las acciones comunes del emisor. La presentación abarca el evento fechado 10/01/2025 y es una declaración inicial requerida bajo la Sección 16. La propiedad se reporta como directa y no se listaron valores derivados.

Angel Oak Financial Strategies Income Term Trust (FINS) 양식 3은 Robert Edward Bortz III회장 및 임원/이사로 재직하며 발행회사의 보통주 820주의 실소유지분을 보고했다고 보여줍니다. 제출서는 2025-10-01로 기재된 사건을 커버하며 섹션 16에 따라 필요한 초기 진술입니다. 소유권은 직접으로 보고되며 파생증권은 기재되지 않았습니다.

Angel Oak Financial Strategies Income Term Trust (FINS) Le formulaire 3 indique que Robert Edward Bortz III, en tant que Président et cadre/directeur, a déclaré une propriété bénéficiaire de 820 actions des actions ordinaires de l’émetteur. Le dépôt couvre l’événement daté du 10/01/2025 et constitue une déclaration initiale requise en vertu de la Section 16. La propriété est déclarée comme directe et aucun titre d’instrument d’erivé n’a été listé.

Angel Oak Financial Strategies Income Term Trust (FINS) Formular 3 zeigt, dass Robert Edward Bortz III, der als Präsident und Offizier/Director tätig ist, eine wirtschaftliche Eigentümerschaft von 820 Aktien der Stammaktie des Emittenten gemeldet hat. Die Einreichung deckt das am 10/01/2025 datierte Ereignis ab und ist eine gemäß Abschnitt 16 erforderliche Erstangabenmeldung. Das Eigentum wird als direkt gemeldet und es wurden keine derivativen Wertpapiere aufgeführt.

Angel Oak Financial Strategies Income Term Trust (FINS) النموذج 3 يُظهر أن روبرت إدوارد بورتز الثالث، الذي يشغل رئيس وموظف/مدير، أبلغ عن ملكية مستفيدة لِـ 820 سهماً من أسهم الشركة العادية. الإبلاغ يغطي الحدث المؤرخ في 01/10/2025 وهو بيان ابتدائي مطلوب بموجب القسم 16. الملكية مُبلَّغ عنها كـ مباشر ولم تُسجل أي أوراق مالية مشتقة.

Angel Oak Financial Strategies Income Term Trust (FINS) 第3号表格显示,担任总统及职员/董事的Robert Edward Bortz III,就发行人的普通股报告了820股的实益所有权。该备案涵盖日期为2025/10/01的事件,是依照第16条规定的初始申报。所有权被列示为直接,未列出任何衍生证券。

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Angel Oak Financial Strategies Income Term Trust (FINS) Il modulo 3 mostra che Robert Edward Bortz III, in qualità di Presidente e dipendente/consigliere, ha riportato la proprietà beneficiaria di 820 azioni delle azioni ordinarie dell'emittente. Il deposito copre l'evento datato 10/01/2025 ed è una dichiarazione iniziale richiesta ai sensi della Sezione 16. La proprietà è riportata come diretta e non sono stati elencati titoli derivati.

Angel Oak Financial Strategies Income Term Trust (FINS) Formulario 3 muestra que Robert Edward Bortz III, que se desempeña como Presidente y un funcionario/director, reportó la propiedad beneficiaria de 820 acciones de las acciones comunes del emisor. La presentación abarca el evento fechado 10/01/2025 y es una declaración inicial requerida bajo la Sección 16. La propiedad se reporta como directa y no se listaron valores derivados.

Angel Oak Financial Strategies Income Term Trust (FINS) 양식 3은 Robert Edward Bortz III회장 및 임원/이사로 재직하며 발행회사의 보통주 820주의 실소유지분을 보고했다고 보여줍니다. 제출서는 2025-10-01로 기재된 사건을 커버하며 섹션 16에 따라 필요한 초기 진술입니다. 소유권은 직접으로 보고되며 파생증권은 기재되지 않았습니다.

Angel Oak Financial Strategies Income Term Trust (FINS) Le formulaire 3 indique que Robert Edward Bortz III, en tant que Président et cadre/directeur, a déclaré une propriété bénéficiaire de 820 actions des actions ordinaires de l’émetteur. Le dépôt couvre l’événement daté du 10/01/2025 et constitue une déclaration initiale requise en vertu de la Section 16. La propriété est déclarée comme directe et aucun titre d’instrument d’erivé n’a été listé.

Angel Oak Financial Strategies Income Term Trust (FINS) Formular 3 zeigt, dass Robert Edward Bortz III, der als Präsident und Offizier/Director tätig ist, eine wirtschaftliche Eigentümerschaft von 820 Aktien der Stammaktie des Emittenten gemeldet hat. Die Einreichung deckt das am 10/01/2025 datierte Ereignis ab und ist eine gemäß Abschnitt 16 erforderliche Erstangabenmeldung. Das Eigentum wird als direkt gemeldet und es wurden keine derivativen Wertpapiere aufgeführt.

SEC Form 3
FORM 3 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0104
Estimated average burden
hours per response: 0.5
1. Name and Address of Reporting Person*
Bortz Robert Edward III

(Last) (First) (Middle)
3344 PEACHTREE ROAD NE
SUITE 1725

(Street)
ATLANTA GA 30326

(City) (State) (Zip)
2. Date of Event Requiring Statement (Month/Day/Year)
10/01/2025
3. Issuer Name and Ticker or Trading Symbol
Angel Oak Financial Strategies Income Term Trust [ FINS ]
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
President
5. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock 820 D
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
Chase Eldredge 10/03/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What does the FINS Form 3 filed for Robert Edward Bortz III report?

The Form 3 reports that Robert Edward Bortz III directly beneficially owns 820 shares of common stock in Angel Oak Financial Strategies Income Term Trust (FINS).

What roles does the reporting person hold at FINS according to the filing?

The filing lists the reporting person as an Officer with the title President and also marks Director on the form.

What is the effective date of the event requiring this Form 3 filing?

The date of the event requiring the statement is 10/01/2025.

Are there any derivative securities reported on this Form 3?

No. Table II for derivative securities shows no entries; only 820 shares of common stock are reported in Table I.

Was the ownership reported as direct or indirect?

Ownership is reported as Direct (denoted with a D in Table I).
Angel Oak Financial Strats Income Term

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439.10M
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