OCTIX Octagon XAI CLO Income Fund Insider Trading

Mohr Gretchen Mae bought 1,183 shares of OCTIX at $25.35 on 2025-01-02; cluster of 9 other insider buys in past 14 days

Mohr purchased 1,183 shares worth $30,000.00 on 2025-01-02, increasing her holdings from 19,762 to 20,946 shares. This transaction occurs within a broader cluster pattern: 9 other insiders also bought within the past 14 days. While Mohr's single prior buy at OCTIX was too recent to have a measurable 90-day outcome, the synchronized buying activity across multiple insiders suggests coordinated interest in the fund at this price level. The purchase expands her position by 6.0% relative to pre-transaction holdings.

Insider Boger Maegan Gallagher bought 1,183 shares of OCTIX at $25.35 for $30,000.00 on 2025-01-02; 9 other insiders also bought within 14 days.

Boger Maegan Gallagher purchased 1,183 shares at $25.35 for $30,000.00, increasing holdings by 6.0% to 20,969 shares. This buy occurs within a broader pattern: 9 other insiders also bought within the past 14 days, indicating a cluster buy at this fund. The insider has limited track record—1 prior buy across all tickers—and a recent prior purchase at OCTIX on 2024-12-19, suggesting sustained interest in the fund. However, outcomes from that December trade remain unmeasurable at 90 days, so no pattern of timing accuracy can yet be established at this ticker. The cluster activity warrants attention as a potential signal of insider confidence, though the insider's minimal historical volume limits the predictive weight of this individual transaction.

Law bought 591 shares of OCTIX at $25.35 (Jan 2), part of cluster with 9 other insiders buying in 14 days

Law Lauren Kristen purchased 591 shares of Octagon XAI CLO Income Fund at $25.35 on 2025-01-02, increasing her holdings from 9,912 shares to 10,504 shares. This buy is notable because it occurred as part of a broader insider cluster pattern, with 9 other insiders also purchasing within the preceding 14 days—a coordinated buying signal that suggests alignment of interest among the fund's leadership. Law's own track record shows only 1 prior open-market buy, making this her second acquisition, though both transactions are recent and lack yet sufficient time for performance measurement. The cluster pattern elevates this single purchase from a routine rebalancing activity into a potential indicator of insider confidence at the fund level.

Insider Sean Michael Gleason buys 236 OCTIX shares at $25.34; cluster activity with 8 other insiders buying within 14 days

Sean Michael Gleason purchased 236 shares of Octagon XAI CLO Income Fund at $25.34 on 2024-12-31, increasing his holdings to 4,195 shares, representing a 6.0% addition to his prior position. The transaction aligns with a broader cluster pattern: 8 other insiders also bought within the past 14 days, suggesting coordinated interest in the security at year-end. This is Gleason's second purchase of OCTIX (prior buy on 2024-12-02) and his second open-market trade overall, providing limited historical basis for pattern analysis. The timing—year-end portfolio positioning—is consistent with calendar-driven activity rather than a conviction signal tied to valuation or company fundamentals.

Insider Michael Bennett Nechamkin bought 710 shares of OCTIX at $25.34 (Dec 31); cluster pattern with 8 other insiders buying within 14 days

Michael Bennett Nechamkin purchased 710 shares of Octagon XAI CLO Income Fund at $25.34 on 2024-12-31, bringing his holdings from 11,867 to 12,577 shares and increasing his position by 6.0%. This transaction occurs as part of a broader cluster pattern in which 8 other insiders also made purchases within the past 14 days, suggesting coordinated or independently motivated buying activity across the insider group. The transaction is measurable only against the insider's limited history at this ticker—he has just one prior trade at OCTIX (a buy on 2024-12-17 with outcome not yet measurable). The cluster activity indicates elevated insider interest in the fund, though the lack of meaningful timing history at this specific ticker limits the signal strength relative to his broader cross-ticker track record.

Octagon Credit Investors purchased 5,327 shares of OCTIX at $25.34 for $134,999.99; cluster of 8 other insider buys in past 14 days

Octagon Credit Investors acquired 5,327 shares on 2024-12-31 at $25.34, increasing holdings to 94,507 shares and representing a +6.0% increase in position size. This purchase occurs within a cluster pattern: 8 other insiders also bought OCTIX within the past 14 days, suggesting coordinated or consensus-driven activity among multiple stakeholders. The insider has minimal trading history—only 1 prior buy across all tickers in its open-market record—providing limited basis to assess historical execution timing. Same-ticker history shows 1 prior purchase on 2024-11-26 whose outcome remains unmeasurable. The cluster activity and repeat buying at this fund merit observation as a signal of insider accumulation behavior during the year-end period.

Insider Gordon Andrew David bought 1,183 shares of OCTIX at $25.34 on 2024-12-31; 8 other insiders also bought within 14 days (cluster pattern).

Gordon Andrew David purchased 1,183 shares at $25.34 for $30,000.00 on 2024-12-31, increasing his holdings from 19,841 to 21,025 shares. This transaction is noteworthy because it occurs as part of a cluster buy pattern—8 other insiders also purchased shares within the past 14 days. While the insider has only 1 prior buy in his cross-ticker track record, his prior transaction at OCTIX (2024-12-09) remains unmeasurable at the 90-day mark. The synchronized buying activity among multiple insiders suggests coordinated interest in the fund at year-end, though the ultimate market validation of this purchase timing remains unknown given the recency of the transaction.

Spence John Yogi purchases 1,026 shares for $26,500.00 at OCTIX; 8 other insiders bought within 14 days

Spence John Yogi executed 2 separate purchases totaling 1,026 shares for $26,500.00 on 2024-12-31, increasing his holdings by 25.7% from 4,000 to 5,026 shares. A cluster of 8 other insiders also bought within the past 14 days, suggesting coordinated confidence at current valuations. His cross-ticker track record shows strong execution: 10 prior buys with 71.43% 90-day win rate and avg 90d return +281.4%, indicating a pattern of purchasing that has historically preceded favorable price movements. This multi-insider buying pattern at OCTIX warrants observation as a potential signal of institutional conviction.

McCulloch Benjamin bought 35 shares of OCTIX at $25.34 on 2024-12-31; 8 other insiders also bought within 14 days.

McCulloch Benjamin purchased 35 shares of Octagon XAI CLO Income Fund at $25.34 on 2024-12-31, increasing holdings from 593 to 628 shares. Notably, 8 other insiders also bought within the past 14 days, forming a cluster buy pattern that suggests coordinated insider accumulation. This synchronized buying activity among multiple insiders during the year-end period provides a data point on insider appetite for the fund at the $25.34 price level, though the motivations behind the cluster (scheduled rebalancing, fund distribution timing, or discretionary conviction) cannot be determined from the filing alone.

Director Mohr Gretchen Mae bought 19,762 shares of OCTIX at $25.30 for $500,000.00 as part of 4-insider cluster buy pattern.

Mohr Gretchen Mae purchased 19,762 shares at $25.30 on 2024-12-26, establishing a new position of 19,762 shares valued at $500,000.00. This transaction is part of a cluster pattern, with 3 other insiders also buying within the past 14 days. The synchronized buying activity across multiple insiders suggests alignment in their view of the fund at the current valuation. Investors should note the scale and concentration of insider capital deployed in this window.