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Insider Information:   Perry Michael A
Relationship:   Vice President
City:   Oklahoma City
State:   OK
   
Insider Summary:
  
   
Companies Owned :   5    
Direct Shares   56,674    

Indirect Shares

   43,170      
Direct Value   $576,368    

Indirect Value

   $388,939      
Total Shares   99,844      
Total Value   $965,307      


Nuveen Insured New York Tax Free Advantage Municipal Fund $460,118 Nuveen Floating Rate Income Fund $57,948 Nuveen Multi-Strategy Income & Growth Fund $58,302 Nuveen Insured New York Tax Free Advantage Municipal Fund $460,118 Nuveen Floating Rate Income Fund $57,948 Nuveen Multi-Strategy Income & Growth Fund $58,302
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    5   
    2    

     Stock price went up :
    4   
    2    
     Stock price went down :
    1   
    0    
   
     Gain/Loss Ratio :
   4.0   
   2.0   
     Percentage Gain/Loss :
   -0.2%
 7.2%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Sonic Corp SONC Executive VP of subsid... 2008-12-19 0 2006-06-26 18,548    Premium*  
            Nuveen Churchill Direct Lending ... NCDL Director 2020-11-06 0 2024-01-05 18,778    Premium*  
            Nuveen Insured New York Tax Free... NRK Vice President 2022-12-01 42,174 2021-03-10 0    Premium*  
            Nuveen Floating Rate Income Fund JFR Vice President 2024-03-11 6,600 2024-03-11 5,844    Premium*  
            Nuveen Multi-Strategy Income & G... JPC Vice President 2024-03-11 7,900 2024-03-11 0    Premium*  
* Premium Members only  

Records found :    40         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 2
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
NCDL Nuveen Churchill Direct L... Director   •       •      –    2020-11-06 4 B $18.71 $206,091 I/I 11,015 11,015 2.1 -
NCDL Nuveen Churchill Direct L... Director   •       •      –    2021-08-24 4 B $19.28 $20,649 I/I 1,071 12,086 2.1 -
NCDL Nuveen Churchill Direct L... Director   •       •      –    2021-11-01 4 B $19.40 $10,360 I/I 534 12,620 2.1 -
NCDL Nuveen Churchill Direct L... Director   •       •      –    2021-12-09 4 B $19.58 $14,959 I/I 764 13,384 2.1 -
NCDL Nuveen Churchill Direct L... Director   •       •      –    2022-01-21 4 B $19.46 $4,379 I/I 225 13,609 2.1 -
NCDL Nuveen Churchill Direct L... Director   •       •      –    2023-11-03 4 B $18.19 $38,617 I/I 2,123 15,732 2.1 -
NCDL Nuveen Churchill Direct L... Director   •       •      –    2024-01-05 4 B $18.05 $54,980 I/I 3,046 18,778 2.1 -
SONC Sonic Corp Executive VP of subsidiary   •       –      –    2008-12-18 4 S $12.30 $332,145 D/D (27,000) 0 0 -
SONC Sonic Corp Executive VP of subsidiary   •       –      –    2008-12-18 4 OE $10.97 $296,190 D/D 27,000 27,000 0 -
SONC Sonic Corp Executive VP of subsidiary   •       –      –    2008-12-19 4 S $12.40 $124,036 D/D (10,000) 0 0 -
SONC Sonic Corp Executive VP of subsidiary   •       –      –    2008-12-19 4 OE $10.97 $109,700 D/D 10,000 10,000 0 -
SONC Sonic Corp officerTitle   •       –      –    2003-08-20 3 IO $0.00 $0 I/I 0 5,600 -
SONC Sonic Corp officerTitle   •       –      –    2003-08-20 3 IO $0.00 $0 D/D 0 1,419 -
SONC Sonic Corp officerTitle   •       –      –    2003-08-20 3 IO $0.00 $0 D/D 0 1,685 -
SONC Sonic Corp President of subsidiary   •       –      –    2004-08-09 4/A A $21.94 $320,105 I/I 14,590 23,732 -
SONC Sonic Corp President of subsidiary   •       –      –    2004-08-09 4/A D $21.94 $320,105 D/D (14,590) 0 -
SONC Sonic Corp President of subsidiary   •       –      –    2004-08-31 4 A $22.35 $7,823 D/D 350 2,878 -
SONC Sonic Corp President of subsidiary   •       –      –    2004-08-31 4 A $22.35 $8,649 D/D 387 2,516 -
SONC Sonic Corp President of subsidiary   •       –      –    2004-09-29 4 OE $11.04 $166,053 D/D 15,041 29,631 -
SONC Sonic Corp President of subsidiary   •       –      –    2004-09-29 4 S $25.61 $385,200 D/D (15,041) 14,590 -
SONC Sonic Corp President of subsidiary   •       –      –    2004-09-29 4/A D $25.61 $385,200 D/D (15,041) 0 -
SONC Sonic Corp President of subsidiary   •       –      –    2004-09-29 4/A OE $11.04 $166,053 D/D 15,041 15,041 -
SONC Sonic Corp President of subsidiary   •       –      –    2005-05-03 4 S $32.50 $260,000 I/I (8,000) 15,732 -
SONC Sonic Corp President of subsidiary   •       –      –    2005-08-31 5 A $30.59 $4,864 D/D 159 3,037 0 -
SONC Sonic Corp President of subsidiary   •       –      –    2005-08-31 5 A $30.59 $8,902 D/D 291 2,807 0 -
  40  Records found
  1  2      
  Page 1 of 2  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed
 
 
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