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Insider Trading Intelligence
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Stephen Virgilio

JLS
INSIDER · NUVEEN MORTGAGE & INCOME FUND/MA/ · CIK 0001820866
FILING MIX · LIFETIME75%/25%
BUYS
3
SELLS
1
TOTAL VALUE
$24.1K
COMPANIES
1
ACTIVE SINCE
May 2022
HOLDINGS NOW
1,487
AVG SELL PX
$18.81
TRADE KIND
SHOWING 4 / 4
Trades · vs SPY
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Performance · forward returns vs SPY
4 backtested trades · 8 horizons · 5 pending
Forward-return performance of every backtestable P/S trade by Stephen Virgilio, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d4+25.00%-0.37%-0.67%+0.29%+0.80%
14d4+75.00%+2.15%+3.34%-1.19%-1.77%
30d4+75.00%+1.29%+4.12%-2.82%-4.77%
60d4+75.00%+0.03%+1.03%-1.82%+0.93%
90d4+50.00%-1.25%+5.19%-6.44%-4.75%
180d4(1 pending)+66.67%-1.61%+2.21%-3.82%-2.13%
1y4(2 pending)+50.00%-1.27%+12.53%-13.80%-13.80%
2y4(2 pending)+100.00%+10.16%+42.02%-31.87%-31.87%
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
JLS · 1,487 shares · as of Mar 23, 2026
03727441,1151,4872023202420252026SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
FLOW · 3 buys / 1 sellsCOVERAGE · 16 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
JLS
NUVEEN MORTGAGE & INCOME FUND/MA/
PURCHASE
250$18.05$4.5K1,487Mar 23, 2026Mar 24, 2026View →
JLS
NUVEEN MORTGAGE & INCOME FUND/MA/
SALE
150$18.81$2.8K850Aug 29, 2025Aug 29, 2025View →
JLS
NUVEEN MORTGAGE & INCOME FUND/MA/
PURCHASE
500$16.30$8.2K1,000Jul 18, 2022Jul 18, 2022View →
JLS
NUVEEN MORTGAGE & INCOME FUND/MA/
PURCHASE
500$17.33$8.7K500May 13, 2022May 13, 2022View →
Other insiders · JLS
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About this filer
CIK 0001820866
ROLE
Insider
PRIMARY
JLS
COMPANIES
1
ACTIVE SINCE
May 2022
MARKETPEEL · /INSIDER/0001820866DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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