Jones Nathaniel T.

VP Nathaniel T. Jones bought 800 NMCO shares at $10.82 on 2025-09-11, raising position 80% to 1,800 shares.

Jones purchased 800 shares at $10.82, representing an 80.0% increase in his holdings at this ticker. His cross-ticker track record shows 13 prior buys averaging +4.9% over 30 days and +8.4% over 90 days with an 84.62% win rate. However, his prior trade at NMCO on 2025-05-05 resulted in -0.4% over 90 days, showing no pattern of well-timed purchases at this specific security. The current price of $10.84 is -10.7% from the 52-week high and -0.2% below his entry price, providing limited immediate price momentum to validate the decision. This transaction reveals a selective accumulation of a fund trading near 52-week lows, though the limited NMCO-specific track record offers minimal insight into timing accuracy at this ticker.

VP Nathaniel T. Jones bought 800 shares of JLS at $18.19; holdings surge 186.9% to 1,228 shares; cross-ticker track record shows 100% win rate over 90-day periods.

Jones purchased 800 shares of Nuveen Mortgage & Income Fund at $18.19, lifting his position from 428 to 1,228 shares—a net increase of 186.9% relative to pre-transaction holdings. The buy occurred just 4.7% below the 52-week high and follows a recent 30-day rally of 4.7%, positioning the entry near intermediate-term resistance. Across his cross-ticker history, Jones has completed 12 prior open-market buys with a perfect 100% win rate at the 90-day mark (average 90d return +10.5%), and both of his prior JLS purchases in October 2023 proved well-timed with positive 90-day returns of 5.7% and 5.6% respectively. His demonstrated ability to capture value across buys, combined with a significant capital commitment ($14.5K) and material position increase at a relatively full valuation, warrants observation of near-term execution against historical patterns.

VP/Treasurer Jones purchases 500 NPFD shares at $18.69 (first position); strong cross-ticker buy track record

Jones Nathaniel T., Vice President and Treasurer, initiated a position in NPFD by purchasing 500 shares at $18.69, establishing a first meaningful holding in this fund. His cross-ticker track record demonstrates consistent execution: 12 prior open-market buys with an average 90-day return of +10.5% and a 90-day win rate of 100.00%. The current price of $18.69 sits at -3.2% from the 52-week high of $19.30, and the 30-day price change of +6.7% suggests recent upward momentum. While his historical buy decisions have shown predictive value across multiple securities, this is his inaugural trade in NPFD, so no same-ticker baseline exists to assess whether this pattern extends to this specific fund.

VP & Treasurer Nathaniel T. Jones buys 1,000 shares of NMCO at $10.20; stock down 8.2% in 90 days

Vice President & Treasurer Nathaniel T. Jones purchased 1,000 shares (1.0K shares) of Nuveen Municipal Credit Opportunities Fund at $10.20 on 2025-05-05, establishing an initial position. The purchase occurred during a period of downward pressure: the fund's price has declined 8.2% over the prior 90 days and currently trades at $10.25, approximately 15.6% below its 52-week high of $12.14. While Jones' cross-ticker track record shows 12 prior buys with a 90-day average return of +10.5% and a 100.00% win rate, those outcomes reflect performance across multiple tickers and do not establish predictive accuracy specifically within municipal credit closed-end funds. The transaction introduces a new position at a reduced valuation but provides no measurable same-ticker history to assess the insider's judgment on NMCO specifically.