| HORIZON | TRADES | WIN RATE | INSIDER RETURN | SPY RETURN | MEAN EXCESS | MEDIAN EXCESS | T-STAT |
|---|---|---|---|---|---|---|---|
| 7d | 5 | +40.00% | +0.01% | -0.23% | +0.24% | +0.07% | — |
| 14d | 5 | +60.00% | -0.59% | -1.93% | +1.34% | +0.93% | — |
| 30d | 5 | +40.00% | -0.91% | -1.18% | +0.27% | -0.62% | — |
| 60d | 5 | +60.00% | -3.83% | -2.12% | -1.71% | -2.56% | — |
| 90d | 5 | +80.00% | -2.45% | -0.12% | -2.33% | -1.03% | — |
| 180d | 5 | +60.00% | -0.61% | +5.88% | -6.48% | -5.84% | — |
| 1y | 5(1 pending) | +75.00% | +1.98% | +16.82% | -14.84% | -11.59% | — |
| 2y | 5(3 pending) | +50.00% | +4.39% | +38.83% | -34.43% | -34.43% | — |
| COMPANY | TYPE | SHARES | PRICE | VALUE | HELD AFTER | TRADE DATE | FILED | DETAILS |
|---|---|---|---|---|---|---|---|---|
| JRI NUVEEN REAL ASSET INCOME & GROWTH FUND | PURCHASE Chief Administrative Officer | 1,968 | $12.40 | $24.4K | 9,917.207 | Mar 13, 2026 | Mar 17, 2026 ↗ | View → |
| JRI NUVEEN REAL ASSET INCOME & GROWTH FUND | SALE Chief Administrative Officer | 7,872 | $12.40 | $97.6K | 0 | Mar 13, 2026 | Mar 17, 2026 ↗ | View → |
| JFR NUVEEN FLOATING RATE INCOME FUND | SALE Vice President | 4,000 | $7.84 | $31.4K | 18,338 | Dec 30, 2025 | Jan 2, 2026 ↗ | View → |
| JFR NUVEEN FLOATING RATE INCOME FUND | PURCHASE Vice President | 13,631 | $8.20 | $111.8K | 22,338 | Feb 25, 2025 | Feb 27, 2025 ↗ | View → |
| JFR NUVEEN FLOATING RATE INCOME FUND | SALE Vice President | 8,707 | — | — | 0 | Feb 25, 2025 | Feb 27, 2025 ↗ | View → |
| BXMX NUVEEN S&P 500 BUYWRITE INCOME FUND | SALE Vice President | 3,000 | $14.20 | $42.6K | 806 | Feb 20, 2025 | Feb 21, 2025 ↗ | View → |
| NVG NUVEEN AMT-FREE MUNICIPAL CREDIT INCOME FUND | PURCHASE Vice President | 3,000 | $12.44 | $37.3K | 3,000 | Nov 6, 2024 | Nov 7, 2024 ↗ | View → |
| NEA NUVEEN AMT-FREE QUALITY MUNICIPAL INCOME FUND | PURCHASE Vice President | 6,000 | $11.04 | $66.2K | 6,000 | Mar 27, 2024 | Mar 27, 2024 ↗ | View → |
| JFR NUVEEN FLOATING RATE INCOME FUND | PURCHASE Vice President | 4,707 | — | — | 4,707 | Jul 31, 2023 | Aug 2, 2023 ↗ | View → |
| NZF NUVEEN MUNICIPAL CREDIT INCOME FUND | PURCHASE Vice President | 6,000 | $11.66 | $70.0K | 6,000 | Feb 24, 2023 | Feb 27, 2023 ↗ | View → |