Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Nuveen Global High Income FundJGH · Entity 992 | Portfolio Manager | June 30, 2025 | July 01, 2025 |
| Nuveen Mortgage & Income Fund/MA/JLS · Entity 995 | Portfolio Manager | January 06, 2026 | January 07, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Nuveen Global High Income Fund
Report date June 30, 2025 · Filed July 01, 2025
This filing explicitly reported no securities owned.
Nuveen Mortgage & Income Fund/MA/
Report date January 06, 2026 · Filed January 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,651 |
Reported balance
After 2026-01-06 transaction · row 1
1 source rowRow 1 · 2026-01-06 · Purchase · Acquired 100 · Balance 4,651 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 06, 2026 Filed Jan 7, 2026 12:23 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | PurchaseCommon Stock | 100 | $18.10 | $1,810.00 |
DisclosureSEC source: 0001225208-26-000442 · doc4.xml · nonDerivative · entry 1 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,651 Read SEC document |
| April 04, 2025 Filed Apr 4, 2025 15:51 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | PurchaseCommon Stock | 50 | $17.70 | $885.00 |
DisclosureSEC source: 0001225208-25-004112 · doc4.xml · nonDerivative · entry 1 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,551 Read SEC document |
| April 02, 2025 Filed Apr 2, 2025 17:45 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | PurchaseCommon Stock | 100 | $18.25 | $1,825.00 |
DisclosureSEC source: 0001225208-25-003935 · doc4.xml · nonDerivative · entry 1 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,501 Read SEC document |
| June 21, 2024 Filed Jun 21, 2024 15:03 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | SaleCommon Stock | 276 | $18.13 | $5,004.98 |
DisclosureSEC source: 0001225208-24-006951 · doc4.xml · nonDerivative · entry 1 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,401 Read SEC document |
| October 20, 2023 Filed Oct 20, 2023 15:42 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | PurchaseCommon Stock | 200 | $15.53 | $3,106.00 |
DisclosureSEC source: 0001225208-23-009614 · doc4.xml · nonDerivative · entry 1 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,677 Read SEC document |
| October 17, 2023 Filed Oct 18, 2023 08:54 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | PurchaseCommon Stock | 200 | $15.65 | $3,130.00 |
DisclosureSEC source: 0001225208-23-009578 · doc4.xml · nonDerivative · entry 1 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,477 Read SEC document |
| May 19, 2023 Filed May 22, 2023 07:48 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | PurchaseCommon Stock | 100 | $15.85 | $1,585.00 |
DisclosureSEC source: 0001225208-23-006129 · doc4.xml · nonDerivative · entry 4 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,177 Read SEC document |
| May 19, 2023 Filed May 22, 2023 07:48 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | PurchaseCommon Stock | 100 | $15.85 | $1,585.00 |
DisclosureSEC source: 0001225208-23-006129 · doc4.xml · nonDerivative · entry 3 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,277 Read SEC document |
| May 19, 2023 Filed May 22, 2023 07:48 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | PurchaseCommon Stock | 100 | $15.88 | $1,588.00 |
DisclosureSEC source: 0001225208-23-006129 · doc4.xml · nonDerivative · entry 2 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,077 Read SEC document |
| May 19, 2023 Filed May 22, 2023 07:48 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | PurchaseCommon Stock | 100 | $15.89 | $1,589.00 |
DisclosureSEC source: 0001225208-23-006129 · doc4.xml · nonDerivative · entry 1 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,977 Read SEC document |
| May 04, 2023 Filed May 5, 2023 06:46 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | PurchaseCommon Stock | 100 | $15.85 | $1,585.00 |
DisclosureSEC source: 0001225208-23-005438 · doc4.xml · nonDerivative · entry 1 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,877 Read SEC document |
| April 28, 2023 Filed May 1, 2023 09:29 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | PurchaseCommon Stock | 100 | $15.92 | $1,592.00 |
DisclosureSEC source: 0001225208-23-005182 · doc4.xml · nonDerivative · entry 1 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,777 Read SEC document |
| April 21, 2023 Filed Apr 24, 2023 09:32 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | PurchaseCommon Stock | 100 | $15.93 | $1,593.00 |
DisclosureSEC source: 0001225208-23-004948 · doc4.xml · nonDerivative · entry 1 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,677 Read SEC document |
| April 19, 2023 Filed Apr 19, 2023 17:56 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | PurchaseCommon Stock | 50 | $15.98 | $799.00 |
DisclosureSEC source: 0001225208-23-004901 · doc4.xml · nonDerivative · entry 1 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,577 Read SEC document |
| April 14, 2023 Filed Apr 14, 2023 17:59 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | PurchaseCommon Stock | 50 | $16.04 | $802.00 |
DisclosureSEC source: 0001225208-23-004841 · doc4.xml · nonDerivative · entry 2 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,527 Read SEC document |
| April 14, 2023 Filed Apr 14, 2023 17:59 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | PurchaseCommon Stock | 100 | $16.04 | $1,604.00 |
DisclosureSEC source: 0001225208-23-004841 · doc4.xml · nonDerivative · entry 1 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,477 Read SEC document |
| March 14, 2023 Filed Mar 14, 2023 17:59 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | PurchaseCommon Stock | 75 | $16.00 | $1,200.00 |
DisclosureSEC source: 0001225208-23-003853 · doc4.xml · nonDerivative · entry 1 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,377 Read SEC document |
| November 07, 2022 Filed Nov 7, 2022 16:18 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | PurchaseCommon Stock | 157 | $15.87 | $2,491.37 |
DisclosureSEC source: 0001225208-22-011405 · doc4.xml · nonDerivative · entry 1 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,302 Read SEC document |
| September 27, 2022 Filed Sep 27, 2022 18:00 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | PurchaseCommon Stock | 314 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-010474 · doc4.xml · nonDerivative · entry 1 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,145 F1 · price: Two separate transactions conducted in one day.Purchased 157 shares of JLS @ $16.00/share on 9/27/2022Purchased 157 shares of JLS @ $15.85/share on 9/27/2022 Read SEC document |
| September 26, 2022 Filed Sep 27, 2022 08:04 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | PurchaseCommon Stock | 157 | $16.00 | $2,512.00 |
DisclosureSEC source: 0001225208-22-010456 · doc4.xml · nonDerivative · entry 1 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,831 Read SEC document |
| September 23, 2022 Filed Sep 23, 2022 16:10 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | PurchaseCommon Stock | 154 | $16.25 | $2,502.50 |
DisclosureSEC source: 0001225208-22-010446 · doc4.xml · nonDerivative · entry 1 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,674 Read SEC document |
| September 13, 2022 Filed Sep 13, 2022 16:06 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | PurchaseCommon Stock | 150 | $16.80 | $2,520.00 |
DisclosureSEC source: 0001225208-22-010266 · doc4.xml · nonDerivative · entry 1 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,520 Read SEC document |
| July 28, 2022 Filed Jul 28, 2022 18:35 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | PurchaseCommon Stock | 150 | $16.70 | $2,505.00 |
DisclosureSEC source: 0001225208-22-009030 · doc4.xml · nonDerivative · entry 1 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,370 Read SEC document |
| May 13, 2022 Filed May 13, 2022 16:26 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | PurchaseCommon Stock | 290 | $17.30 | $5,017.00 |
DisclosureSEC source: 0001225208-22-007016 · doc4.xml · nonDerivative · entry 1 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,220 Read SEC document |
| April 13, 2022 Filed Apr 13, 2022 16:34 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | PurchaseCommon Stock | 230 | $17.89 | $4,114.49 |
DisclosureSEC source: 0001225208-22-005827 · doc4.xml · nonDerivative · entry 1 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,930 Read SEC document |
| March 25, 2022 Filed Mar 25, 2022 15:48 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | PurchaseCommon Stock | 97 | $18.00 | $1,746.00 |
DisclosureSEC source: 0001225208-22-005079 · doc4.xml · nonDerivative · entry 1 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,700 Read SEC document |
| February 25, 2022 Filed Feb 25, 2022 13:28 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | PurchaseCommon Stock | 92 | $19.00 | $1,748.00 |
DisclosureSEC source: 0001225208-22-003343 · doc4.xml · nonDerivative · entry 1 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,603 Read SEC document |
| January 20, 2022 Filed Jan 20, 2022 14:51 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | PurchaseCommon Stock | 146 | $20.50 | $2,993.00 |
DisclosureSEC source: 0001225208-22-000909 · doc4.xml · nonDerivative · entry 1 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,511 Read SEC document |
| November 23, 2021 Filed Nov 24, 2021 07:57 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | PurchaseCommon Stock | 385 | $20.80 | $8,008.00 |
DisclosureSEC source: 0001225208-21-014137 · doc4.xml · nonDerivative · entry 1 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,365 Read SEC document |
| June 23, 2021 Filed Jun 23, 2021 12:22 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | PurchaseCommon Stock | 360 | $20.85 | $7,506.00 |
DisclosureSEC source: 0001225208-21-009556 · doc4.xml · nonDerivative · entry 1 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 880 Read SEC document |
| June 23, 2021 Filed Jun 24, 2021 07:40 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | PurchaseCommon Stock | 100 | $20.75 | $2,075.00 |
DisclosureSEC source: 0001225208-21-009561 · doc4.xml · nonDerivative · entry 1 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 980 Read SEC document |
| March 03, 2021 Filed Mar 3, 2021 16:10 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | PurchaseCommon Stock | 244 | $20.43 | $4,984.92 |
DisclosureSEC source: 0001225208-21-004470 · doc4.xml · nonDerivative · entry 1 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 520 Read SEC document |
| March 27, 2020 Filed Aug 3, 2020 17:40 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | PurchaseCommon Stock | 65 | $15.29 | $993.85 |
DisclosureSEC source: 0001225208-20-010165 · doc4.xml · nonDerivative · entry 1 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276 Read SEC document |
| March 26, 2020 Filed Aug 3, 2020 17:35 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | PurchaseCommon Stock | 68 | $14.75 | $1,003.00 |
DisclosureSEC source: 0001225208-20-010164 · doc4.xml · nonDerivative · entry 1 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211 Read SEC document |
| March 25, 2020 Filed Aug 3, 2020 17:31 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | PurchaseCommon Stock | 32 | $14.85 | $475.20 |
DisclosureSEC source: 0001225208-20-010163 · doc4.xml · nonDerivative · entry 2 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143 Read SEC document |
| March 25, 2020 Filed Aug 3, 2020 17:31 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | PurchaseCommon Stock | 65 | $15.07 | $979.55 |
DisclosureSEC source: 0001225208-20-010163 · doc4.xml · nonDerivative · entry 1 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111 Read SEC document |
| March 11, 2020 Filed Aug 3, 2020 17:26 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | PurchaseCommon Stock | 23 | $21.35 | $491.05 |
DisclosureSEC source: 0001225208-20-010157 · doc4.xml · nonDerivative · entry 1 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46 Read SEC document |
| February 28, 2020 Filed Aug 3, 2020 17:19 UTC | Nuveen Mortgage & Income Fund/MA/ JLS · Entity 995 | PurchaseCommon Stock | 23 | $21.95 | $504.85 |
DisclosureSEC source: 0001225208-20-010150 · doc4.xml · nonDerivative · entry 1 Parekh Aashh · CIK 0001813827 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.