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Insider Information:   Evans Jack
Relationship:   Trustee
City:   Cedar Rapids
State:   IA
   
Insider Summary:
  
   
Companies Owned :   11    
Direct Shares   90,251    

Indirect Shares

   13,923      
Direct Value   $2,821,857    

Indirect Value

   $314,292      
Total Shares   104,174      
Total Value   $3,136,149      


United Fire & Casualty $1,248,918 Alliant Energy Corp $1,553,400 Nuveen Quality Preferred Income Fund $0 Nuveen Equity Premium Income Fund $19,539 United Fire & Casualty $1,248,918 Alliant Energy Corp $1,553,400 Nuveen Quality Preferred Income Fund $0 Nuveen Equity Premium Income Fund $19,539
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    1   
    2    

     Stock price went up :
    1   
    2    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   1.0   
   2.0   
     Percentage Gain/Loss :
   4.7%
 13.3%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Nuveen Multi-Strategy Income & G... JPC other 2023-12-19 0 2013-12-27 0    Premium*  
            Nuveen Quality Preferred Income ... JPS Director 2002-12-19 0 2013-12-27 0    Premium*  
            Nuveen Real Estate Income Fund JRS Director 2004-08-26 0 2015-12-17 0    Premium*  
            Nuveen Senior Income Fund NSL Director 2004-08-26 0 2013-12-30 0    Premium*  
            Nuveen Floating Rate Income Fund JFR other 2005-12-20 0 2015-12-17 0    Premium*  
            United Fire & Casualty UFCS Director 2020-05-20 54,183 2013-06-07 7,698    Premium*  
            Alliant Energy Corp LNT Director 2002-07-19 30,000 2002-07-19 2,000    Premium*  
            Nuveen Quality Preferred Income ... JTP Director 2013-12-30 4,600 2013-12-30 0    Premium*  
            Nuveen Preferred & Income Term F... JPI Trustee 2023-12-19 0 2013-12-30 0    Premium*  
            Nuveen Floating Rate Income Oppo... JRO other 2015-12-17 0 2017-04-06 4,225    Premium*  
            Nuveen Equity Premium Income Fund JPZ Trustee 2014-12-22 1,468 2014-12-22 0    Premium*  
* Premium Members only  

Records found :    45         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
UFCS United Fire & Casualty Director   –       •      –    2009-02-25 3 IO $0.00 $0 D/D 0 19,550 -
UFCS United Fire & Casualty Director   –       •      –    2009-02-25 3 IO $0.00 $0 I/I 0 2,698 -
UFCS United Fire & Casualty Director   –       •      –    2009-11-20 4/A OE $16.13 $6,452 D/D 400 21,950 0 -
UFCS United Fire & Casualty Director   –       •      –    2009-11-20 4 OE $16.13 $6,452 D/D 400 24,648 0 -
UFCS United Fire & Casualty Director   –       •      –    2013-05-15 4 A $0.00 $0 D/D 420 31,134 0 -
UFCS United Fire & Casualty Director   –       •      –    2015-03-10 4 OE $20.40 $11,161 D/D 547 36,260 0 -
JRS Nuveen Real Estate Income... Director   –       •      –    2004-08-26 4 B $17.90 $17,900 I/I 1,000 1,000 2.1 -
UFCS United Fire & Casualty Director   –       •      –    2010-08-11 4 B $19.90 $19,900 D/D 1,000 22,950 2.39 -
UFCS United Fire & Casualty Director   –       •      –    2010-08-19 4 B $19.80 $19,800 D/D 1,000 23,950 2.39 -
UFCS United Fire & Casualty Director   –       •      –    2011-05-04 4 B $19.25 $19,250 I/I 1,000 1,674 2.1 -
JPI Nuveen Preferred & Income... Trustee   •       •      –    2013-12-30 4 B $21.96 $21,959 D/D 1,000 1,000 2.44 -
JPI Nuveen Preferred & Income... Trustee   •       •      –    2023-12-19 4 S $18.19 $18,193 D/D (1,000) 0 0 %
JRS Nuveen Real Estate Income... Director   –       •      –    2004-08-26 4/A B $17.90 $19,690 I/I 1,100 1,100 2.1 -
JRS Nuveen Real Estate Income... Director   •       •      –    2015-12-17 4 S $10.38 $11,423 I/I (1,100) 0 0 -
UFCS United Fire & Casualty Director   –       •      –    2018-05-16 4 A $0.00 $0 D/D 1,150 49,232 0 -
UFCS United Fire & Casualty Director   –       •      –    2017-05-17 4 A $0.00 $0 D/D 1,178 48,082 0 -
UFCS United Fire & Casualty Director   –       •      –    2016-05-18 4 A $0.00 $0 D/D 1,197 46,904 0 -
UFCS United Fire & Casualty Director   –       •      –    2014-05-21 4 A $0.00 $0 D/D 1,286 34,194 0 -
UFCS United Fire & Casualty Director   –       •      –    2019-05-15 4 A $0.00 $0 D/D 1,300 50,532 0 -
UFCS United Fire & Casualty Director   –       •      –    2020-03-17 4 OE $20.40 $29,218 D/D 1,403 51,935 0 -
UFCS United Fire & Casualty Director   –       •      –    2015-05-20 4 A $0.00 $0 D/D 1,438 37,698 0 -
JPZ Nuveen Equity Premium Inc... Trustee   •       •      –    2014-12-22 4 A $0.00 $0 D/D 1,468 1,468 0 -
UFCS United Fire & Casualty Director   –       •      –    2014-05-22 4 OE $0.00 $0 D/D 1,519 35,713 0 -
JFR Nuveen Floating Rate Inco... officerTitle   –       –      –    2005-12-20 4 B $12.33 $19,720 I/I 1,600 1,600 0.01 -
JFR Nuveen Floating Rate Inco... other   •       •      –    2015-12-17 4 S $9.67 $15,474 I/I (1,600) 0 0 -
  45  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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