John Yogi Spence - Net Worth and Insider Trading
John Yogi Spence Net Worth
The estimated net worth of John Yogi Spence is at least $10 Million dollars as of 2024-11-08. John Yogi Spence is the 10% Owner of Montana Technologies Corp and owns about 967,868 shares of Montana Technologies Corp (AIRJ) stock worth over $6 Million. John Yogi Spence is also the Advisor Personnel of XAI Octagon Floating Rate & Alternative Income Trust and owns about 576,131 shares of XAI Octagon Floating Rate & Alternative Income Trust (XFLT) stock worth over $4 Million. Details can be seen in John Yogi Spence's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that John Yogi Spence has not made any transactions after 2024-09-19 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of John Yogi Spence
John Yogi Spence Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, John Yogi Spence owns 1 companies in total, including XAI Octagon Floating Rate & Alternative Income Trust (XFLT) .
Click here to see the complete history of John Yogi Spence’s form 4 insider trades.
Insider Ownership Summary of John Yogi Spence
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| XFLT | XAI Octagon Floating Rate & Alternative Income Trust | 2024-05-10 | CFO & Treasurer |
John Yogi Spence Latest Holdings Summary
John Yogi Spence currently owns a total of 2 stocks. Among these stocks, John Yogi Spence owns 967,868 shares of Montana Technologies Corp (AIRJ) as of September 19, 2024, with a value of $6 Million and a weighting of 58.23%. John Yogi Spence also owns 576,131 shares of XAI Octagon Floating Rate & Alternative Income Trust (XFLT) as of May 10, 2024, with a value of $4 Million and a weighting of 41.77%.
Latest Holdings of John Yogi Spence
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| AIRJ | Montana Technologies Corp | 2024-09-19 | 967,868 | 5.76 | 5,570,080 |
| XFLT | XAI Octagon Floating Rate & Alternative Income Trust | 2024-05-10 | 576,131 | 6.94 | 3,995,468 |
Holding Weightings of John Yogi Spence
John Yogi Spence Form 4 Trading Tracker
According to the SEC Form 4 filings, John Yogi Spence has made a total of 1 transactions in Montana Technologies Corp (AIRJ) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Montana Technologies Corp is the acquisition of 17,647 shares on September 19, 2024, which cost John Yogi Spence around $150,000.
According to the SEC Form 4 filings, John Yogi Spence has made a total of 20 transactions in XAI Octagon Floating Rate & Alternative Income Trust (XFLT) over the past 5 years, including 20 buys and 0 sells. The most-recent trade in XAI Octagon Floating Rate & Alternative Income Trust is the acquisition of 6,867 shares on May 10, 2024, which cost John Yogi Spence around $48,962.
Insider Trading History of John Yogi Spence
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John Yogi Spence Trading Performance
GuruFocus tracks the stock performance after each of John Yogi Spence's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by John Yogi Spence is 0.55%. GuruFocus also compares John Yogi Spence's trading performance to market benchmark return within the same time period. The performance of stocks bought by John Yogi Spence within 3 months outperforms 6 times out of 24 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how John Yogi Spence's insider trading performs compared to the benchmark.
Performance of John Yogi Spence
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -2.57 | | | | | |
| Relative Return to S&P 500(%) | -5.76 | | | | | |
John Yogi Spence Ownership Network
Ownership Network List of John Yogi Spence
Ownership Network Relation of John Yogi Spence
John Yogi Spence Owned Company Details
What does XAI Octagon Floating Rate & Alternative Income Trust do?
Who are the key executives at XAI Octagon Floating Rate & Alternative Income Trust?
John Yogi Spence is the CFO & Treasurer of XAI Octagon Floating Rate & Alternative Income Trust. Other key executives at XAI Octagon Floating Rate & Alternative Income Trust include President & CEO & other: Interested Trustee Theodore J Brombach , Chief Compliance Officer Randi Jean Roessler , and Secretary & CLO Benjamin Mcculloch .
XAI Octagon Floating Rate & Alternative Income Trust (XFLT) Insider Trades Summary
Over the past 18 months, John Yogi Spence made 4 insider transaction in XAI Octagon Floating Rate & Alternative Income Trust (XFLT) with a net purchase of 13,981. Other recent insider transactions involving XAI Octagon Floating Rate & Alternative Income Trust (XFLT) include a net purchase of 13,981 shares made by Theodore J Brombach ,
In summary, during the past 3 months, insiders sold 0 shares of XAI Octagon Floating Rate & Alternative Income Trust (XFLT) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of XAI Octagon Floating Rate & Alternative Income Trust (XFLT) were sold and 27,962 shares were bought by its insiders, resulting in a net purchase of 27,962 shares.
XAI Octagon Floating Rate & Alternative Income Trust (XFLT)'s detailed insider trading history can be found in Insider Trading Tracker table.
XAI Octagon Floating Rate & Alternative Income Trust Insider Transactions
John Yogi Spence Mailing Address
Above is the net worth, insider trading, and ownership report for John Yogi Spence. You might contact John Yogi Spence via mailing address: 321 N. Clark Street, Chicago Il 60054.
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