Insider Trading & Ownership of John Yogi Spence

Location: Chicago, IL
Summary: The estimated net worth of John Yogi Spence is at least $10,638,701 dollars as of 19 Feb 2026. John Yogi Spence is the 10%+ Owner of Montana Technologies Corp. and owns shares of AirJoule Technologies Corp. (AIRJ) stock worth about $8.23M. John Yogi Spence is the Vice President of XAI Octagon Floating Rate & Alternative Income Trust and owns shares of XAI Octagon Floating Rate & Alternative Income Trust (XFLT) stock worth about $2.4M. John Yogi Spence is the Adviser Personnel of XAI Madison Equity Premium Income Fund and owns shares of XAI Madison Equity Premium Income Fund (MCN) stock worth about $16.5K.
Signature: /s/John Yogi Spence
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Ownership of John Yogi Spence

Symbol	Company	Relationship	Holdings Value	Past Year Net Change	Change %	Report Period
AIRJ, AIRJW	Montana Technologies Corp.	10%+ Owner	$8,226,878			18 Sep 2024
XFLT	XAI Octagon Floating Rate & Alternative Income Trust	Vice President	$2,395,323	+$19,500	+0.82%	19 Feb 2026
MCN	XAI Madison Equity Premium Income Fund	Adviser Personnel	$16,500			30 Sep 2025
	Octagon XAI CLO Income Fund	Adviser Personnel				30 Sep 2025

Sym	Company	Class	Transaction	%	Value $	* Price $	Shares	Shares After	Date	Ownership

* An asterisk sign (*) next to the price indicates that the price is likely invalid.