Michael A Perry - Net Worth and Insider Trading
Michael A Perry Net Worth
The estimated net worth of Michael A Perry is at least $609,317 dollars as of 2024-04-28. Michael A Perry is the Vice President of Nuveen New York AMT-Free Quality Municipal Income Fund and owns about 42,174 shares of Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) stock worth over $447,044. Michael A Perry is the Vice President of Nuveen Floating Rate Income Fund and owns about 12,444 shares of Nuveen Floating Rate Income Fund (JFR) stock worth over $106,894. Michael A Perry is also the Vice President of Nuveen Preferred & Income Opportunities Fund and owns about 7,900 shares of Nuveen Preferred & Income Opportunities Fund (JPC) stock worth over $55,379. Besides these, Michael A Perry also holds Sonic Corp (SONC) . Details can be seen in Michael A Perry's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Michael A Perry has not made any transactions after 2024-03-11 and currently still holds the listed stock(s).
Transaction Summary of Michael A Perry
Michael A Perry Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Michael A Perry owns 79 companies in total, including Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) , Nuveen Municipal Credit Opps Fund (NMCO) , and Nuveen High Income 2023 Target Term Fund (JHAA) among others .
Click here to see the complete history of Michael A Perry’s form 4 insider trades.
Insider Ownership Summary of Michael A Perry
Michael A Perry Latest Holdings Summary
Michael A Perry currently owns a total of 4 stocks. Among these stocks, Michael A Perry owns 42,174 shares of Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of December 1, 2022, with a value of $447,044 and a weighting of 73.37%. Michael A Perry owns 12,444 shares of Nuveen Floating Rate Income Fund (JFR) as of March 11, 2024, with a value of $106,894 and a weighting of 17.54%. Michael A Perry also owns 7,900 shares of Nuveen Preferred & Income Opportunities Fund (JPC) as of March 11, 2024, with a value of $55,379 and a weighting of 9.09%. The other 1 stocks Sonic Corp (SONC) have a combined weighting of 0% among all his current holdings.
Latest Holdings of Michael A Perry
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
NRK | Nuveen New York AMT-Free Quality Municipal Income Fund | 2022-12-01 | 42,174 | 10.60 | 447,044 |
JFR | Nuveen Floating Rate Income Fund | 2024-03-11 | 12,444 | 8.59 | 106,894 |
JPC | Nuveen Preferred & Income Opportunities Fund | 2024-03-11 | 7,900 | 7.01 | 55,379 |
SONC | Sonic Corp | 2008-12-19 | 0 | 43.49 | 0 |
Holding Weightings of Michael A Perry
Michael A Perry Form 4 Trading Tracker
According to the SEC Form 4 filings, Michael A Perry has made a total of 6 transactions in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) over the past 5 years, including 4 buys and 2 sells. The most-recent trade in Nuveen New York AMT-Free Quality Municipal Income Fund is the acquisition of 42,174 shares on December 1, 2022, which cost Michael A Perry around $450,418.
According to the SEC Form 4 filings, Michael A Perry has made a total of 1 transactions in Nuveen Floating Rate Income Fund (JFR) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Nuveen Floating Rate Income Fund is the acquisition of 12,444 shares on March 11, 2024, which cost Michael A Perry around $107,889.
According to the SEC Form 4 filings, Michael A Perry has made a total of 1 transactions in Nuveen Preferred & Income Opportunities Fund (JPC) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Nuveen Preferred & Income Opportunities Fund is the acquisition of 7,900 shares on March 11, 2024, which cost Michael A Perry around $56,801.
More details on Michael A Perry's insider transactions can be found in the Insider Trading History of Michael A Perry table.Insider Trading History of Michael A Perry
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Michael A Perry Trading Performance
GuruFocus tracks the stock performance after each of Michael A Perry's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Michael A Perry is 0.08%. GuruFocus also compares Michael A Perry's trading performance to market benchmark return within the same time period. The performance of stocks bought by Michael A Perry within 3 months outperforms 1 times out of 4 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Michael A Perry's insider trading performs compared to the benchmark.
Performance of Michael A Perry
Average Return
-5.47%
Outperforming Transactions
0%
1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
---|---|---|---|---|---|---|
Return(%) | -0.19 | 0.08 | -3.26 | -5.47 | -5.55 | -7.12 |
Relative Return to S&P 500(%) | -1.49 | -2.36 | -8.35 | -18.98 | -15.77 | -16.2 |
Michael A Perry Ownership Network
Ownership Network List of Michael A Perry
Ownership Network Relation of Michael A Perry
Michael A Perry Owned Company Details
What does Nuveen New York AMT-Free Quality Municipal Income Fund do?
Who are the key executives at Nuveen New York AMT-Free Quality Municipal Income Fund?
Michael A Perry is the Vice President of Nuveen New York AMT-Free Quality Municipal Income Fund. Other key executives at Nuveen New York AMT-Free Quality Municipal Income Fund include Vice President and Treasurer Nathaniel T. Jones , 10 percent owner Karpus Management, Inc. , and other: Portfolio Manager Kristen Dejong .
Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) Insider Trades Summary
Over the past 18 months, Michael A Perry made 1 insider transaction in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) with a net purchase of 42,174. Other recent insider transactions involving Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) include a net purchase of 1,000 shares made by Nathaniel T. Jones ,
In summary, during the past 3 months, insiders sold 0 shares of Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) were sold and 43,174 shares were bought by its insiders, resulting in a net purchase of 43,174 shares.
Nuveen New York AMT-Free Quality Municipal Income Fund (NRK)'s detailed insider trading history can be found in Insider Trading Tracker table.
Nuveen New York AMT-Free Quality Municipal Income Fund Insider Transactions
Michael A Perry Mailing Address
Above is the net worth, insider trading, and ownership report for Michael A Perry. You might contact Michael A Perry via mailing address: 101 Park Avenue, Suite 1400, Oklahoma City Ok 73102.