Xai Octagon Floating Rate & Alternative Income Trust (XFLT) — SEC Filings
Xai Octagon Floating Rate & Alternative Income Trust (XFLT) — 24 SEC filings. Latest: 8-K (Dec 30, 2025). Includes 18 8-K, 3 SC 13G/A, 2 DEF 14A.
View Xai Octagon Floating Rate & Alternative Income Trust on SEC EDGAR
Overview
Xai Octagon Floating Rate & Alternative Income Trust (XFLT) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 8-K filed on Dec 30, 2025: XAI Octagon Floating Rate & Alternative Income Trust (XFLT) announced on June 20, 2024, that it will hold its 2024 Annual Meeting of Shareholders on August 15, 2024, at 10:00 a.m. Central Time. Shareholders of record as of the close of business on June 24, 2024, will be eligible to vote on matters s
Sentiment Summary
Across 24 filings, the sentiment breakdown is: 1 bullish, 23 neutral. The dominant filing sentiment for Xai Octagon Floating Rate & Alternative Income Trust is neutral.
Filing Type Overview
Xai Octagon Floating Rate & Alternative Income Trust (XFLT) has filed 18 8-K, 2 DEF 14A, 3 SC 13G/A, 1 SC 13G with the SEC between Jan 2024 to Dec 2025.
Filings by Year
Recent SEC Filings (24)
Risk Profile
Risk Assessment: Of XFLT's 16 recent filings, 0 were flagged as high-risk, 12 as medium-risk, and 4 as low-risk. The overall risk profile suggests moderate risk with a balanced mix of positive and cautionary disclosures.
Key Executives
- Theodore J. Brombach
- Danielle Cupps
Industry Context
XAI Octagon Floating Rate & Alternative Income Trust is a closed-end investment company. This filing pertains to its annual shareholder meeting and governance.
Top Tags
8-k (6) · unregistered-sales (5) · equity-securities (5) · material-agreement (4) · 8-K (4) · corporate-governance (2) · shareholder-meeting (2) · equity-sale (2) · material-definitive-agreement (2) · filing (2)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Fiscal Year End | 0930 | Indicates the end of the company's financial reporting year. |
| Meeting Date | 20250604 | Annual shareholder meeting date |
| Filing Date | 20250508 | Date the proxy statement was filed with the SEC |
| Annual Meeting Date | May 21, 2024 | Date of the annual meeting of shareholders |
| Trustee Term End | 2027 | Term end for elected Trustees |
Forward-Looking Statements
- {"claim":"XFLT's stock price may see a short-term positive reaction due to increased institutional ownership.","entity":"XAI Octagon Floating Rate & Alternative Income Trust","targetDate":"2024-03-08","confidence":"medium"}
- {"claim":"Eagle Point Credit Management LLC may increase its stake in XFLT in future filings.","entity":"Eagle Point Credit Management LLC","targetDate":"2025-02-08","confidence":"low"}
Frequently Asked Questions
What are the latest SEC filings for Xai Octagon Floating Rate & Alternative Income Trust (XFLT)?
Xai Octagon Floating Rate & Alternative Income Trust has 24 recent SEC filings from Jan 2024 to Dec 2025, including 18 8-K, 3 SC 13G/A, 2 DEF 14A. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of XFLT filings?
Across 24 filings, the sentiment breakdown is: 1 bullish, 23 neutral. The dominant sentiment is neutral.
Where can I find Xai Octagon Floating Rate & Alternative Income Trust SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Xai Octagon Floating Rate & Alternative Income Trust (XFLT) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Xai Octagon Floating Rate & Alternative Income Trust?
Financial highlights for Xai Octagon Floating Rate & Alternative Income Trust are available when 10-K or 10-Q filings are enriched with AI analysis. Check back as new filings are processed.
What is the investment thesis for XFLT?
The investment thesis for XFLT includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Xai Octagon Floating Rate & Alternative Income Trust?
Key executives identified across Xai Octagon Floating Rate & Alternative Income Trust's filings include Theodore J. Brombach, Danielle Cupps.
What are the main risk factors for Xai Octagon Floating Rate & Alternative Income Trust stock?
Of XFLT's 16 assessed filings, 0 were flagged high-risk, 12 medium-risk, and 4 low-risk.
What are recent predictions and forward guidance from Xai Octagon Floating Rate & Alternative Income Trust?
Recent forward-looking statements from Xai Octagon Floating Rate & Alternative Income Trust include guidance on {"claim":"XFLT's stock price may see a short-term positive reaction due to increased institutional ownership.","entity": and 1 other predictions.