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Insider Information:   Perry Michael A
Relationship:   Vice President
City:   Oklahoma City
State:   OK
   
Insider Summary:
  
   
Companies Owned :   4    
Direct Shares   56,674    

Indirect Shares

  24,392      
Direct Value   $560,199    

Indirect Value

  $50,434      
Total Shares   81,066      
Total Value   $610,633      


Nuveen Insured New York Tax Free Advantage Municipal Fund
 $448,731 Nuveen Floating Rate Income Fund
 $56,958 Nuveen Multi-Strategy Income & Growth Fund
 $54,510 Nuveen Insured New York Tax Free Advantage Municipal Fund
 $448,731 Nuveen Floating Rate Income Fund
 $56,958 Nuveen Multi-Strategy Income & Growth Fund
 $54,510
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    5   
    2    

     Stock price went up :

    1   
    2    
     Stock price went down :
    4   
    0    
   
     Gain/Loss Ratio :
   0.0   
   2.0   
     Percentage Gain/Loss :
   -2.7%
 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 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 :    25         Free Registration Required For Full Results.    Limit: 25

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

 
3m +/-  
Form
JPC Nuveen Multi-Strategy Inc... Vice President   •       •      –    2024-03-11 4 B $7.19 $56,762 D/D 7,900 7,900 2.74 %
JFR Nuveen Floating Rate Inco... Vice President   •       •      –    2024-03-11 4 B $8.67 $50,667 I/I 5,844 5,844 1.99 %
JFR Nuveen Floating Rate Inco... Vice President   •       •      –    2024-03-11 4 B $8.67 $57,221 D/D 6,600 6,600 2.74 %
NRK Nuveen Insured New York T... Vice President   •       •      –    2022-12-01 4 B $10.68 $450,528 D/D 42,174 42,174 2.74 %
NRK Nuveen Insured New York T... Vice President   •       •      –    2022-10-13 4 S $9.87 $420,847 D/D (42,639) 0 0 %
NRK Nuveen Insured New York T... Vice President   •       •      –    2022-05-10 4 S $10.88 $487,118 D/D (44,762) 0 0 %
NRK Nuveen Insured New York T... Vice President   •       •      –    2021-03-10 4 B $13.48 $115,473 D/D 8,568 44,762 2.74 %
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 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   •       –      –    2008-12-18 4 OE $10.97 $296,190 D/D 27,000 27,000 0 -
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 President of subsidiary   •       –      –    2007-10-01 5 D $23.73 $7,570 D/D (319) 2,718 0 -
SONC Sonic Corp President of subsidiary   •       –      –    2007-09-20 4 S $23.90 $251,186 D/D (10,500) 0 0 -
SONC Sonic Corp President of subsidiary   •       –      –    2007-09-20 4 OE $7.36 $85,666 D/D 10,500 2,323 0 -
SONC Sonic Corp President of subsidiary   •       –      –    2007-08-31 5 A $21.82 $51,561 D/D 2,363 5,170 0 -
SONC Sonic Corp President of Subsidiary   •       –      –    2006-06-26 4 S $21.87 $110,454 I/I (5,050) 18,548 -
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 -
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   •       –      –    2004-09-29 4/A OE $11.04 $166,053 D/D 15,041 15,041 -
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   •       –      –    2004-08-31 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 -

  25  Records found
  1     
  Page 1 of 1  
 
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