Michael A Perry - Net Worth and Insider Trading

Michael A Perry Net Worth

The estimated net worth of Michael A Perry is at least $623,744 dollars as of 2024-05-06. 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 $458,431. 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 $108,512. 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 $56,801. 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
2017-09-26 Vice President
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2008-12-19 Executive VP of subsidiary
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 $458,431 and a weighting of 73.5%. Michael A Perry owns 12,444 shares of Nuveen Floating Rate Income Fund (JFR) as of March 11, 2024, with a value of $108,512 and a weighting of 17.4%. Michael A Perry also owns 7,900 shares of Nuveen Preferred & Income Opportunities Fund (JPC) as of March 11, 2024, with a value of $56,801 and a weighting of 9.11%. 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 10.87 458,431
JFR Nuveen Floating Rate Income Fund 2024-03-11 12,444 8.72 108,512
JPC Nuveen Preferred & Income Opportunities Fund 2024-03-11 7,900 7.19 56,801
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.
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  • 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

Average return per transaction

Outperforming Transactions

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
Relative Return to S&P 500(%) -1.49

Michael A Perry Ownership Network

Ownership Network List of Michael A Perry

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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

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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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