| |
| |
|
| Insider
Information: |
Meyers William T. |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
5 |
|
| Direct
Shares |
16,951 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$167,263 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
16,951 |
|
|
| Total
Value |
$167,263 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
2
|
0
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
2
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
-2.0
|
0.0
|
| Percentage
Gain/Loss : |
 -3.3%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Nuveen High Income 2023 Target T... |
JHAA |
Vice President |
2018-12-21 |
455 |
2018-12-21 |
0 |
Premium* |
|
|
Nuveen High Income December 2019... |
JHD |
Vice President |
2019-03-26 |
1,750 |
2019-03-26 |
0 |
Premium* |
|
|
Nuveen Preferred & Income Term F... |
JPI |
Vice President |
2020-03-03 |
1,000 |
2020-03-03 |
0 |
Premium* |
|
|
Nuveen Intermediate Duration Mun... |
NID |
Vice President |
2020-03-06 |
5,746 |
2020-03-06 |
0 |
Premium* |
|
|
Xai Octagon Floating Rate & Alte... |
XFLT |
Director |
2024-01-01 |
8,000 |
|
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
6 |
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 |
| XFLT |
Xai Octagon Floating Rate... |
Director |
– • – |
2024-01-01 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
2,150 |
|
% |
|
| XFLT |
Xai Octagon Floating Rate... |
Director |
– • – |
2024-01-01 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
8,000 |
|
% |
|
| NID |
Nuveen Intermediate Durat... |
Vice President |
• • – |
2020-03-06 |
4 |
B |
$14.10 |
$17,625 |
D/D |
1,250 |
5,746 |
2.74 |
% |
|
| JPI |
Nuveen Preferred & Income... |
Vice President |
• • – |
2020-03-03 |
4 |
B |
$23.78 |
$23,780 |
D/D |
1,000 |
1,000 |
2.74 |
% |
|
| JHD |
Nuveen High Income Decemb... |
Vice President |
• • – |
2019-03-26 |
4 |
B |
$9.89 |
$17,308 |
D/D |
1,750 |
1,750 |
2.74 |
- |
|
| JHAA |
Nuveen High Income 2023 T... |
Vice President |
• • – |
2018-12-21 |
4 |
B |
$10.00 |
$4,550 |
D/D |
455 |
455 |
2.66 |
- |
|
6 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 |
| |
|
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