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

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Michael A Perry Insider Ownership Reports

Insider Ownership Summary of Michael A Perry

Ticker Comapny Transaction Date Type of Owner
NRK Nuveen New York AMT-Free Quality Municipal Income Fund 2022-12-01 Vice President
NMCO Nuveen Municipal Credit Opps Fund 2019-09-16 Vice President
JHAA Nuveen High Income 2023 Target Term Fund 2018-12-19 Vice President
JEMD Nuveen Emerging Markets Debt 2022 Target Term Fund 2017-09-26 Vice President
JLS Nuveen Mortgage And Income Fund 2017-08-09 Vice President
NUV Nuveen Municipal Value Fund Inc 2017-08-02 Vice President
NNY Nuveen New York Municipal Value Fund Inc 2017-08-02 Vice President
NCA Nuveen California Municipal Value Fund Inc 2017-08-02 Vice President
NMI Nuveen Municipal Income Fund Inc 2017-08-02 Vice President
JMM Nuveen Multi-Market Income Fund 2017-08-02 Vice President
NQP Nuveen Pennsylvania Quality Municipal Income Fund 2017-08-02 Vice President
NUM Nuveen MI Quality Income Muni Fund Inc 2017-08-02 Vice President
NUO Nuveen Ohio Quality Municipal Income Fund 2017-08-02 Vice President
NTX Nuveen Texas Quality Income Muni Fund 2017-08-02 Vice President
NXP Nuveen Select Tax Free Income Portfolio 2017-08-02 Vice President
NXN Nuveen NY Select Tax-Free Income Port 2017-08-02 Vice President
NXC Nuveen CA Select Tax Free Income Port 2017-08-02 Vice President
NXQ Nuveen Select Tax Free Income Port 2 2017-08-02 Vice President
NXR Nuveen Select Tax Free Income Port 3 2017-08-02 Vice President
NIM Nuveen Select Maturities Municipal Fund 2017-08-02 Vice President
NAZ Nuveen Arizona Quality Municipal Income Fund 2017-08-02 Vice President
NMT Nuveen Massachusetts Quality Municipal Income Fund 2017-08-02 Vice President
NPV Nuveen Virginia Quality Municipal Income Fund 2017-08-02 Vice President
NMY Nuveen Maryland Quality Municipal Income Fund 2017-08-02 Vice President
NTC NUVEEN CONNECTICUT QUALITY MUNICIPAL INCOME FUND 2017-08-02 Vice President
NNC Nuveen North Carolina Quality Municipal Income Fun 2017-08-02 Vice President
NOM Nuveen Missouri Quality Municipal Income Fund 2017-08-02 Vice President
NAN Nuveen New York Quality Municipal Income Fund 2017-08-02 Vice President
NAC Nuveen California Quality Municipal Income Fund 2017-08-02 Vice President
NAD Nuveen Quality Municipal Income Fund 2017-08-02 Vice President
NXJ Nuveen New Jersey Quality Municipal Income Fund 2017-08-02 Vice President
NVG Nuveen AMT-Free Municipal Credit Income Fund 2017-08-02 Vice President
NSL Nuveen Senior Income Fund 2017-08-02 Vice President
NZF Nuveen Municipal Credit Income Fund 2017-08-02 Vice President
JRS Nuveen Real Estate Income Fund 2017-08-02 Vice President
JPS Nuveen Preferred & Income Securities Fund 2017-08-02 Vice President
NKG Nuveen Georgia Quality Municipal Income Fund 2017-08-02 Vice President
NEA Nuveen AMT-Free Municipal Income Fund 2017-08-02 Vice President
NKX Nuveen California AMT-Free Quality Municipal Income Fund 2017-08-02 vice President
JPC Nuveen Preferred & Income Opportunities Fund 2024-03-11 Vice President
JQC Nuveen Credit Strategies Income Fund 2017-08-02 Vice President
JDD Nuveen Diversified Dividend & Income Fund 2017-08-02 Vice President
JTA Nuveen Tax Advantaged Total Ret Strat Fd 2017-08-02 Vice President
NMZ Nuveen Municipal High Income Opp Fund 2017-08-02 Vice President
JFR Nuveen Floating Rate Income Fund 2024-03-11 Vice President
JRO Nuveen Floating Rate Income Opp Fd 2017-08-02 Vice President
BXMX Nuveen S&P 500 Buy-Write Income Fund 2017-08-02 Vice President
SPXX Nuveen S&P 500 Dynamic Overwrite Fund 2017-08-02 Vice President
JCE Nuveen Core Equity Alpha Fund 2017-08-02 Vice President
JTD Nuveen Tax-advantaged Dividend Gr Fund 2017-08-02 Vice President
NUW Nuveen AMT-Free Municipal Value Fund 2017-08-02 Officer
NPN Nuveen Pennsylvania Municipal Value Fund 2017-08-02 Vice President
NCB Nuveen CA Municipal Value Fund 2 2017-08-02 Vice President
NJV Nuveen NJ Municipal Value Fund 2017-08-02 Vice President
NYV Nuveen NY Municipal Value Fund 2 2017-08-02 Vice President
NEV Nuveen Enhanced Municipal Value Fund 2017-08-02 Vice President
NBB Nuveen Taxable Municipal Income Fund 2017-08-02 Vice Presidenrt
JMT Nuveen Mortgage Opportunity Term Fund 2 2017-08-02 Vice President
NBD Nuveen Build America Oppurtunity Fund 2017-08-02 Vice President
JMF Nuveen Energy MLP Total Return Fund 2017-08-02 Vice President
JSD Nuveen Short Duration Credit Opps 2017-08-02 Vice President
JRI Nuveen Real Asset Income and Growth Fund 2017-08-02 Vice President
JPI Nuveen Preferred and Income Term Fund 2017-08-02 Vice President
NID Nuveen Intermediate Dur Muni Term Fund 2017-08-02 Vice President
NIQ Nuveen Inter Dur Quality Muni Term Fund 2017-08-02 Vice President
JMLP Nuveen All Cap Energy MLP Opportunities Fund 2017-08-02 Vice President
NMS Nuveen Minnesota Quality Municipal Income Fund 2017-08-02 Vice President
QQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund 2017-08-02 Vice President
DIAX Nuveen Dow 30sm Dynamic Overwrite Fund 2017-08-02 Vice President
JGH Nuveen Global High Income Fund 2017-08-02 Vice President
JHY Nuveen High Income 2020 Target Term Fund 2017-08-02 Vice President
JHA Nuveen High Income Dec 2018 Target Term 2017-08-02 Vice President
JHB Nuveen High Income Nov 2021 Target Term Fund 2017-08-02 Vice President
NHA Nuveen Municipal 2021 Target Term Fund 2017-08-02 Vice President
JHD Nuveen High Income Dec 2019 Target Term Fund 2017-08-02 Vice President
JPT Nuveen Preferred and Income Fund 2017-08-02 Vice President
JCO Nuveen Credit Opportunities 2022 Target Term Fund 2017-08-02 Vice President
SONC Sonic Corp 2008-12-19 Executive VP of subsidiary
NDMO Nuveen Dynamic Municipal Opportunities 2020-08-27 Vice President

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

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

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.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Michael A Perry

Average Return

-5.47%

Average return per transaction

Outperforming Transactions

0%

0 out of 4 outperforming transactions.
Each transaction is measured over a period and compared to .
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

No Data

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.

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Nuveen New York AMT-Free Quality Municipal Income Fund Insider Transactions

No Available Data

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.

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