Insider · SEC Form 4 filer
Michael Perry
Past buys: 1 of 3 beat
Companies
Where they file as an insider
Nuveen Preferred & Income Opportunities Fund (JPC) Vice President Latest filing Mar 11, 2024
Nuveen Floating Rate Income Fund (JFR) Vice President Latest filing Mar 11, 2024
Nuveen Churchill Direct Lending (NCDL) Director Latest filing Jan 5, 2024
Track record
Did their buys beat the typical stock?
Open-market buys5
Quarters checked 6 months later3
Beat the typical stock 1 of 3
Quarters too new to check0
1 of 3 checked quarters beat the typical stock. A past record is data, not a forecast.
Nuveen Floating Rate Income Fund (JFR) Bought Mar 11, 2024 · $108K · 12,444 shares Behind typical Mar 31, 2024 $8.73 → Sep 30, 2024 $8.82 · +1.0% (typical stock +3.2%)
Nuveen Preferred & Income Opportunities Fund (JPC) Bought Mar 11, 2024 · $56.8K · 7,900 shares Beat typical Mar 31, 2024 $7.19 → Sep 30, 2024 $8.07 · +12.2% (typical stock +3.2%)
Nuveen Churchill Direct Lending (NCDL) Bought Jan 5, 2024 · $55K · 3,046 shares Behind typical Mar 31, 2024 $18.06 → Sep 30, 2024 $17.42 · −3.5% (typical stock +3.2%)
Nuveen Churchill Direct Lending (NCDL) Bought Nov 3, 2023 · $38.6K · 2,123 shares Not counted Not counted. We have no fund price for this stock on both Dec 31, 2023 and Jun 30, 2024.
Each row is one stock in one quarter, however many buys it took. We take the stock's price at the end of that quarter and again 6 months later, and compare it with the typical stock over the same dates. Prices are quarter-end values from funds' 13F reports (the middle value across 3 or more funds), through Sep 30, 2026. Moves past 3 times up or down, mostly stock splits, are left out. How we tested this.
Past results. This is data, not advice.
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