Jeffrey T Schmitz

CIK 1207236 · last filed 2018-07-26

Jeffrey T Schmitz is a corporate insider who has filed 7 SEC Form 4 insider transactions across 3 companies since 2012. The most recent filing shows the insider bought $42.0K of JRI on Jul 26, 2018. Across all open-market trades the lifetime net is +$330.2K, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $156.9K across reported positions.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

Disclosed Exposure

$156.9K

Companies

Total Filings

Lifetime Open-Market Net

$330.2K

Charts

Trading activity, where the exposure sits, and each trade against the stock price.

JRI price and trades

Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.

Shares held

Shares owned after each reported transaction on this company (direct holdings as reported).

Open-market buying and selling

by month

Dollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.

Exposure by company

latest

OfficerDirector10% owner* stale (no filing in 3 yrs)

Most recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.

Symbol	Shares	Price	Disclosed Exposure	Lifetime OM Net	Filings	Latest Filed
JRI	7,975	$10.68	$85.2K	$141.0K	3	2018-07-26
Nuveen High Income November 2021 Target Term Fund (JHB) Delisted	6,250	$9.40	$58.7K	$62.9K	1	2017-11-13
JGH	6,337	$11.32	$71.7K	$126.2K	2	2015-08-26

Recent Filings

7 filings

Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.

Filed	Symbol	Action	Net Shares	Net $	Link
2018-07-26	JRI	Buy (P)	+2,575	$42.0K	EDGAR
2017-11-13	Nuveen High Income November 2021 Target Term Fund (JHB) Delisted	Buy (P)	+6,250	$62.9K	EDGAR
2016-07-18	—	Buy (P)	+3,100	$31.4K
2015-08-26	JGH	Buy (P)	+3,962	$57.2K	EDGAR
2015-04-10	JGH	Buy (P)	+4,000	$69.0K	EDGAR
2013-06-12	JRI	Buy (P)	+3,400	$63.6K	EDGAR
2012-06-28	JRI	Buy (P)	+2,000	$35.4K	EDGAR

Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.