Insider · SEC Form 4 filer

Theodore Brombach

Companies

Where they file as an insider

Octagon XAI CLO Income Fund President and CEO, Director Latest filing Jun 1, 2026
XAI Octagon Floating Rate & Alternative Income Trust (XFLT) President & CEO, Director Latest filing Dec 24, 2025
Montana Technologies (AIRJ) 10% owner Latest filing Oct 17, 2024

Track record

Did their buys beat the typical stock?

Open-market buys5
Quarters checked 6 months later2
Beat the typical stock —
Quarters too new to check0

Too soon to tell. 2 quarters have finished so far. We show a record once 3 have.

XAI Octagon Floating Rate & Alternative Income Trust (XFLT) Bought May 9–10, 2024 · $49K · 6,867 shares Behind typical Jun 30, 2024 $7.05 → Dec 31, 2024 $6.64 · −5.8% (typical stock +3.9%)
XAI Octagon Floating Rate & Alternative Income Term Trust (XFLT) Bought Nov 13–Dec 12, 2023 · $49.2K · 7,114 shares Behind typical Dec 31, 2023 $7.14 → Jun 30, 2024 $7.05 · −1.3% (typical stock −1.2%)

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.

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist