| |
| |
|
| 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 |
$572,244 |
|
|
|
Indirect Value
|
$381,135 |
|
|
| Total
Shares |
99,844 |
|
|
| Total
Value |
$953,379 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
5
|
2
|
|
Stock
price went up :
|
3
|
2
|
| Stock
price went down : |
2
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
1.5
|
2.0
|
| Percentage
Gain/Loss : |
 -1.2%
|
 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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
25 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
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 |
| 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 |
• • – |
2022-10-13 |
4 |
S |
$9.87 |
$420,847 |
D/D |
(42,639) |
0 |
0 |
% |
|
| 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 |
% |
|
| SONC |
Sonic Corp |
Sr. Vice Pres. of Subsidiary |
• – – |
2004-01-09 |
4 |
OE |
$9.56 |
$386,721 |
D/D |
35,541 |
10,854 |
|
- |
|
| 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 |
Sr. Vice Pres. of Subsidiary |
• – – |
2004-01-09 |
4 |
S |
$33.27 |
$858,832 |
D/D |
(25,814) |
9,727 |
|
- |
|
| 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 |
OE |
$11.04 |
$166,053 |
D/D |
15,041 |
15,041 |
|
- |
|
| 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 |
• – – |
2004-08-09 |
4/A |
D |
$21.94 |
$320,105 |
D/D |
(14,590) |
0 |
|
- |
|
| SONC |
Sonic Corp |
President of subsidiary |
• – – |
2004-08-09 |
4/A |
A |
$21.94 |
$320,105 |
I/I |
14,590 |
23,732 |
|
- |
|
| NCDL |
Nuveen Churchill Direct L... |
Director |
• • – |
2020-11-06 |
4 |
B |
$18.71 |
$206,091 |
I/I |
11,015 |
11,015 |
2.1 |
- |
|
| 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 |
• – – |
2007-09-20 |
4 |
S |
$23.90 |
$251,186 |
D/D |
(10,500) |
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 |
Executive VP of subsidiary |
• – – |
2008-12-19 |
4 |
S |
$12.40 |
$124,036 |
D/D |
(10,000) |
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 |
President of subsidiary |
• – – |
2005-05-03 |
4 |
S |
$32.50 |
$260,000 |
I/I |
(8,000) |
15,732 |
|
- |
|
| 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 |
$57,221 |
D/D |
6,600 |
6,600 |
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 |
- |
|
| SONC |
Sonic Corp |
President of Subsidiary |
• – – |
2006-06-26 |
4 |
S |
$21.87 |
$110,454 |
I/I |
(5,050) |
18,548 |
|
- |
|
| NCDL |
Nuveen Churchill Direct L... |
Director |
• • – |
2024-01-05 |
4 |
B |
$18.05 |
$54,980 |
I/I |
3,046 |
18,778 |
2.1 |
- |
|
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 |
| |
|
|
|
|
|
