Insider · SEC Form 4 filer
John Spence
Companies
Where they file as an insider
XAI Floating Rate & Alternative Income Trust (XFLT) Vice President Latest filing Oct 23, 2026
Evanston Multi-Alpha Fund Insider Latest filing Sep 1, 2026
Octagon XAI CLO Income Fund Adviser Personnel Latest filing Jun 1, 2026
XAI Madison Equity Premium Income Fund (MCN) Insider Latest filing Dec 19, 2024
Montana Technologies (AIRJ) 10% owner Latest filing Oct 17, 2024
Track record
Did their buys beat the typical stock?
Open-market buys4
Quarters checked 6 months later2
Beat the typical stock —
Quarters too new to check1
Too soon to tell. 2 quarters have finished so far. We show a record once 3 have.
XAI Floating Rate & Alternative Income Trust (XFLT) Bought Oct 23, 2026 · $16.5K · 1,000 shares Too new Too new. Its 6-month check uses prices as of Jun 30, 2027.
XAI Octagon Floating Rate & Alternative Income Trust (XFLT) Bought Feb 19, 2026 · $19.5K · 5,000 shares Beat typical Mar 31, 2026 $17.18 → Sep 30, 2026 $19.22 · +11.9% (typical stock +1.7%)
XAI Octagon Floating Rate & Alternative Income Trust (XFLT) Bought Feb 19–21, 2025 · $32K · 5,000 shares Behind typical Mar 31, 2025 $5.91 → Sep 30, 2025 $5.30 · −10.3% (typical stock +7.3%)
Each row is one stock in one quarter, however many buys it took. We take the stock's price at the end of that quarter and again 6 months later, and compare it with the typical stock over the same dates. Prices are quarter-end values from funds' 13F reports (the middle value across 3 or more funds), through Sep 30, 2026. Moves past 3 times up or down, mostly stock splits, are left out. How we tested this.
Past results. This is data, not advice.
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