STOCK TITAN

Portfolio manager adds Nuveen Mortgage & Income Fund (NYSE: JLS) shares

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Nuveen Mortgage & Income Fund portfolio manager Stephen Virgilio bought additional shares of the fund’s common stock in an open-market trade. On this transaction date, he purchased 250 shares at $18.05 per share. After the purchase, he directly owned a total of 1,487 common shares.

Positive

  • None.

Negative

  • None.
Insider Virgilio Stephen
Role Insider
Bought 250 shs ($5K)
Type Security Shares Price Value
Purchase Common Stock 250 $18.05 $5K
Holdings After Transaction: Common Stock — 1,487 shares (Direct)
Footnotes (1)
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SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Virgilio Stephen

(Last)(First)(Middle)
C/O NUVEEN INVESTMENTS
333 W. WACKER DRIVE

(Street)
CHICAGO ILLINOIS 60606

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Nuveen Mortgage & Income Fund/MA/ [ JLS ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
Officer (give title below)XOther (specify below)
Portfolio Manager
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
03/23/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock03/23/2026P250A$18.051,487D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
Remarks:
virgiliopoa.txt
Mark L. Winget/ Signed Under POA03/24/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transaction did JLS report for portfolio manager Stephen Virgilio?

JLS reported that portfolio manager Stephen Virgilio executed an open-market purchase of the fund’s common stock. He bought 250 shares of Nuveen Mortgage & Income Fund at $18.05 per share in this transaction, increasing his directly held position in the fund.

How many JLS shares did the insider buy in the latest Form 4 filing?

The filing shows an insider purchase of 250 common shares of Nuveen Mortgage & Income Fund. These shares were acquired in an open-market transaction at a price of $18.05 per share, as reported in the Form 4 insider trading disclosure.

At what price were the JLS shares purchased in the reported insider trade?

The JLS shares were purchased at $18.05 per share. This price applied to all 250 common shares acquired by portfolio manager Stephen Virgilio in the reported open-market transaction, according to the Form 4 insider trading information provided.

What are the total JLS holdings of the insider after this transaction?

After completing this purchase, the insider directly held 1,487 common shares of Nuveen Mortgage & Income Fund. This total reflects his position immediately following the 250-share open-market acquisition disclosed in the Form 4 filing for JLS.

Is the JLS insider’s ownership direct or indirect in this Form 4?

The ownership in this Form 4 is reported as direct. The transaction is coded with direct ownership, meaning the 1,487 JLS common shares, including the newly acquired 250 shares, are held directly by the reporting person rather than through an intermediary entity.

What type of transaction was reported for JLS in this insider filing?

The transaction was an open-market purchase of common stock. The Form 4 identifies it with code P, described as a purchase in an open-market or private transaction, covering 250 JLS shares at $18.05 each, held directly afterward.