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David Lamb

Chief Administrative Officer (Principal Executive Officer) at NUVEEN FLOATING RATE INCOME FUND
Executive

About David Lamb

David J. Lamb is Chief Administrative Officer and Principal Executive Officer of Nuveen Floating Rate Income Fund (JFR), serving since 2015; year of birth 1963. He is a Senior Managing Director at Nuveen Fund Advisors, LLC, Nuveen Securities, LLC, and Nuveen; officers receive no compensation from the Funds and are elected annually to serve until successors are elected and qualified . Lamb signs SOX 302 and 906 certifications on JFR’s N-CSR and executes JFR’s N-PX filings, evidencing direct responsibility for financial reporting and controls . Performance metrics such as TSR or revenue/EBITDA growth are not disclosed for officers in JFR filings.

Past Roles

OrganizationRoleYearsStrategic Impact
Nuveen Fund Advisors, LLCSenior Managing DirectorPast 5 years Principal executive officer responsibilities for JFR; oversight and certification of financial reporting (SOX 302/906)
Nuveen Securities, LLCSenior Managing DirectorPast 5 years Supports board/election processes and fund governance operations as JFR officer
Nuveen (parent)Senior Managing DirectorPast 5 years Coordinates across Nuveen/TIAA enterprise for fund controls; signs filings for JFR

External Roles

OrganizationRoleYearsNotes
Not disclosed in JFR officer tableDEF 14A officer disclosure lists no external directorships for David Lamb

Fixed Compensation

ComponentDisclosureNotes
Base salary (Fund)$0Officers receive no compensation from the Funds
Base salary (Adviser/Nuveen)Not disclosedCompensation paid by Adviser; not detailed in JFR filings
Target bonus %Not disclosedNo officer bonus specifics in JFR proxy/filings
Actual bonus paidNot disclosed
PerquisitesNot disclosed
Pension/SERPNot disclosed
Clawback provisionsNot disclosed
Tax gross-upsNot disclosed

Performance Compensation

Incentive TypeMetricsWeighting/TargetsPayout/StructureVesting
Officer equity/PSU/RSUNot disclosed
NotesPortfolio manager compensation (not applicable to Lamb) at Nuveen funds is based on risk‑adjusted performance vs benchmarks/Morningstar ranks, management/peer reviews; includes cash bonus, 3‑year long‑term performance awards, and a profits interest plan. This section applies to portfolio managers, not JFR’s CAO .

Equity Ownership & Alignment

ItemValueNotes
Total beneficial ownership – officers and board as a group<1% of JFR outstanding sharesAs of Feb 18, 2025, each Board Member’s individual holdings and officers as a group are <1% for each Fund
David Lamb individual ownershipNot individually disclosedAppendix A lists board members; no officer‑by‑officer detail provided
Shares outstanding (context)134,056,187 common shares; TFP Series A 170,000; TFP Series B 115,000As of Feb 18, 2025
Shares pledged/hedgedNot disclosed
Ownership guidelinesNot disclosed

Employment Terms

Term/ProvisionDetailSource
TitleChief Administrative Officer; Principal Executive Officer
Term of officeIndefinite; officers elected annually and serve until successors are elected and qualified
Start as JFR officerSince 2015
Reporting responsibilitiesSigns SOX 302 and 906 certifications on N‑CSR (filed April 4, 2025)
SEC filings executionSigns N‑PX (signed August 14, 2025)
Severance/Change‑of‑ControlNot disclosed in JFR filings
Non‑compete/Non‑solicit/Garden leaveNot disclosed in JFR filings
Compensation payerAdviser (Nuveen), not the Funds

Investment Implications

  • Pay-for-performance assessment is constrained: officer compensation is paid by Nuveen and not itemized in JFR filings; there is no Fund-paid cash/equity compensation for Lamb, which limits direct Fund-level alignment signals .
  • Ownership alignment appears modest at the Fund level; executive officers and board members as a group hold <1% of outstanding shares, and Lamb’s individual holdings are not disclosed, reducing observable “skin-in-the-game” signals for JFR .
  • Governance and controls are strong on paper: Lamb, as PEO, certifies JFR’s SOX 302/906 and signs N‑PX, indicating accountability for reporting and internal controls—positive for operational risk oversight .
  • Retention risk cannot be evaluated: employment contract terms (severance/CoC, vesting schedules, clawbacks) are not disclosed; insider trading data for Lamb were not available in the documents, so potential selling pressure/vesting overhang cannot be assessed from filings.