Virgilio Stephen
SEC CIK 1820866 · EDGAR
BoughtSold
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| JLS | Nuveen Mortgage & Income Fund/MA/ | Portfolio Manager | 1,487 | $21.3K | $2,822 | 4 | 2022-05-13 | 2026-03-23 |
Most active insiders at JLS, 12 months
| # | Insider | Title | Bought | Sold |
|---|---|---|---|---|
| 1 | Virgilio Stephen | Portfolio Manager | $4,512 | — |
| 2 | Parekh Aashh | Portfolio Manager | $1,810 | — |
Transactions 4
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-24 | 2026-03-23 | JLS | Nuveen Mortgage & Income Fund/MA/ | Virgilio Stephen | Portfolio Manager | P - Purchase | $18.05 | +250 | 1,487 | +20% | +$4,512 | |
| 2025-08-29 | 2025-08-29 | JLS | Nuveen Mortgage & Income Fund/MA/ | Virgilio Stephen | Portfolio Manager | S - Sale | $18.81 | -150 | 850 | -15% | -$2,822 | |
| 2022-07-18 | 2022-07-18 | JLS | Nuveen Mortgage & Income Fund/MA/ | Virgilio Stephen | Portfolio Manager | P - Purchase | $16.30 | +500 | 1,000 | +100% | +$8,150 | |
| 2022-05-13 | 2022-05-13 | JLS | Nuveen Mortgage & Income Fund/MA/ | Virgilio Stephen | Portfolio Manager | P - Purchase | $17.33 | +500 | 500 | New | +$8,665 |
Purchase Sale Sale after option exercise All abbreviations