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EdgarHawk

Spence John Yogi

Vice President

Officer 10% Owner
7 filings analyzed · 4 companies · Latest 2026-02-19

Companies

Company Buys Sells Direction
XAI Octagon Floating Rate & Alternative Income Trust XFLT 4 0 Net buying
Octagon XAI CLO Income Fund OCTIX 2 0 Net buying
XAI Madison Equity Premium Income Fund MCN 2 0 Net buying
Montana Technologies Corp. AIRJ 5 0 Net buying

Activity

February 2026
Buy
5,000 shares
$19,500
Significance 8/10

VP Spence John Yogi bought 5,000 XFLT shares at $3.90 on 2026-02-19; prior 5 same-ticker buys averaged +372.1% 30d return with 100% 90d win rate.

Spence John Yogi, Vice President, purchased 5,000 shares at $3.90, extending his holdings to 561,791 shares. This buy occurs as the stock trades at $19.45, down 40.2% from its 52-week high of $32.55 and down 14.9% over the past 30 days. Notably, his prior 5 trades at XFLT all occurred at substantially lower absolute prices and demonstrated exceptional timing: each buy was followed by strong positive 90-day returns, ranging from +341.5% to +403.5%, with a 100% win rate at the 90-day mark. The current price of $19.45 is materially higher than his historical entry points, yet the insider continues to accumulate at what appears to be depressed current valuation relative to recent trading range. His cross-ticker track record shows 14 prior buys with an average 90-day return of +311.1% and a 100% win rate, suggesting a consistent pattern of well-timed accumulation, though current price action indicates elevated near-term downside momentum.

February 2025
Buy
2,000 shares
$12,760
Significance 7/10

VP John Yogi Spence buys 2,000 XFLT shares at $6.38; prior same-ticker buys show 3-of-3 well-timed 90d outcomes averaging +396.7%

Spence John Yogi purchased 2,000 shares of XFLT on 2025-02-21 at $6.38 (total value $12,760.00), expanding his holdings to 551,806 shares. This transaction follows a remarkable pattern at this specific ticker: his three prior measurable XFLT buys (2024-05-10, 2024-05-09, 2023-12-12) all delivered positive 90-day returns, averaging +396.7%, indicating consistently well-timed entry points. The current price of $31.90 is -12.5% from the 52-week high and down 8.3% over 90 days, suggesting the asset has declined since his prior purchases. The repetitive nature of his XFLT buying activity—five buys across the last 14 months at this single ticker—combined with his demonstrated timing success on prior same-ticker purchases, suggests a sustained conviction in the security despite recent price weakness.

Buy
3,000 shares
$19,229
Significance 8/10

VP Spence John Yogi bought 3,000 XFLT shares at $6.41; track record shows 4 of 4 prior XFLT buys well-timed with 90d gains up to +426.1%.

Spence John Yogi, Vice President, purchased 3,000 shares of XFLT at $6.41 on 2025-02-19, increasing his holdings to 549.8K shares. His prior transaction history at this ticker is notably consistent: all 5 previous XFLT buys—dating back to 2023-12-05—were well-timed at the 90-day measurement interval, with 90-day gains ranging from +385.3% to +426.1%. The current purchase occurs when XFLT is trading at $31.95, which is -12.4% from the 52-week high, suggesting a potential entry point after recent price weakness. This open-market buy follows a demonstrated pattern of value identification at this specific security, though the stock's -7.4% 90-day decline since the transaction represents a near-term headwind to that historical pattern.

January 2025
high
Buy
1,026 shares
$26,500
Significance 7/10

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.

December 2024
Buy
2,000 shares
$13,000
Significance 8/10

Insider Spence John Yogi purchases 2,000 XFLT shares at $6.50; all 5 prior same-ticker buys delivered 90d returns of +387.4% to +430.4%

Spence John Yogi purchased 2,000 shares of XFLT at $6.50 on 2024-12-19, adding to a position now totaling 546,806 shares. This is the sixth open-market purchase of XFLT on record for this insider. The prior trading history at this specific ticker is notably consistent: all 5 previous buys—placed between November 2023 and May 2024—generated 90-day returns ranging from +387.4% to +430.4%, with a 100% win rate at the 90-day mark. The current price of $33.10 reflects substantial appreciation from the $6.50 transaction price, consistent with the pattern observed in prior purchases. Against this backdrop of proven accuracy in timing acquisitions at this specific ticker, the current purchase warrants investor attention as a potential leading indicator of forthcoming price movement.

Buy
2,500 shares
$16,560
Significance 5/10

Insider Spence John Yogi purchases 2,500 shares of MCN at blended $6.62 as stock trades -13.7% from 52-week high

Spence John Yogi made 2 separate purchases totaling 2,500 shares for $16,560.00 at an average price of $6.62 on 2024-12-19. This establishes an initial position in MCN, with the stock currently at $6.56, trading 13.7% below its 52-week high of $7.60. Across his open-market history spanning multiple tickers, Yogi's prior 8 buys averaged 30-day returns of +283.8% and 90-day returns of +281.4% with a 71.43% 90-day win rate, indicating a historically strong track record of purchase timing. The filing provides no context regarding whether this transaction was scheduled under a trading plan, the size of his broader portfolio, or the fund's recent performance, leaving the specific motivation for this initial MCN accumulation unclear.

October 2024
high
Buy
17,647 shares
$150,000
Significance 7/10

10% Owner Spence John Yogi buys 17,647 shares at $8.50 across 2 purchases totaling $149,999.50

Spence John Yogi, a 10% owner of Montana Technologies Corp., executed 2 separate purchases totaling 17,647 shares (17.6K shares) for $149,999.50 at $8.50 per share on September 18–19, 2024, increasing his holdings from 135,979 to 153,626 shares (+13.0%). The transaction occurred at $8.50, significantly above the current price of $6.00 and notably above the 52-week low of $5.11, despite the stock being down 69.8% from its 52-week high of $19.89. Across all his prior open-market transactions, Spence's track record shows 5 prior buys with an average 90-day return of +405.6% and a 100.00% win rate, indicating a consistent pattern of buying ahead of appreciable moves. The company reported net income of $13,429,895.00 ($13.4M), providing fundamental earnings support for the position. This substantial accumulation by a major shareholder at a fixed price two points above current levels warrants attention given his historical accuracy on similar transactions.

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