Jack Connelly - Net Worth and Insider Trading

Jack Connelly Net Worth

The estimated net worth of Jack Connelly is at least $314,970 dollars as of 2024-11-09. Jack Connelly is the Portfolio Manager of Invesco Quality Municipal Income Trust and owns about 20,000 shares of Invesco Quality Municipal Income Trust (IQI) stock worth over $202,200. Jack Connelly is the Portfolio Manager of Invesco Value Municipal Income Trust and owns about 9,000 shares of Invesco Value Municipal Income Trust (IIM) stock worth over $112,770. Jack Connelly is also the Portfolio Manager of Invesco Municipal Opportunity Trust and owns about 0 shares of Invesco Municipal Opportunity Trust (VMO) stock worth over $0. Details can be seen in Jack Connelly's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Jack Connelly has not made any transactions after 2019-09-04 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

Transaction Summary of Jack Connelly

Jack Connelly Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Jack Connelly owns 10 companies in total, including Invesco Quality Municipal Income Trust (IQI) , Invesco Value Municipal Income Trust (IIM) , and Invesco Municipal Opportunity Trust (VMO) among others .

Click here to see the complete history of Jack Connelly’s form 4 insider trades.

Insider Ownership Summary of Jack Connelly

Ticker	Comapny	Transaction Date	Type of Owner
IQI	Invesco Quality Municipal Income Trust	2019-09-04	other: Portfolio Manager
IIM	Invesco Value Municipal Income Trust	2019-09-04	other: Portfolio Manager
VMO	Invesco Municipal Opportunity Trust	2017-03-17	other: Portfolio Manager
		2016-05-02	other: Portfolio Manager
		2016-05-02	other: Portfolio Manager
		2016-05-02	other: Portfolio Manager
		2016-05-02	other: Portfolio Manager
		2016-05-02	other: Portfolio Manager
		2016-05-02	other: Portfolio Manager
		2016-05-02	other: Portfolio Manager

Jack Connelly Latest Holdings Summary

Jack Connelly currently owns a total of 3 stocks. Among these stocks, Jack Connelly owns 20,000 shares of Invesco Quality Municipal Income Trust (IQI) as of September 4, 2019, with a value of $202,200 and a weighting of 64.2%. Jack Connelly owns 9,000 shares of Invesco Value Municipal Income Trust (IIM) as of September 4, 2019, with a value of $112,770 and a weighting of 35.8%. Jack Connelly also owns 0 shares of Invesco Municipal Opportunity Trust (VMO) as of March 17, 2017, with a value of $0 and a weighting of 0%.

Latest Holdings of Jack Connelly

Ticker	Comapny	Latest Transaction Date	Shares Owned	Current Price ($)	Current Value ($)
IQI	Invesco Quality Municipal Income Trust	2019-09-04	20,000	10.11	202,200
IIM	Invesco Value Municipal Income Trust	2019-09-04	9,000	12.53	112,770
VMO	Invesco Municipal Opportunity Trust	2017-03-17	0	10.00	0

Holding Weightings of Jack Connelly

Jack Connelly Form 4 Trading Tracker

According to the SEC Form 4 filings, Jack Connelly has made a total of 0 transactions in Invesco Quality Municipal Income Trust (IQI) over the past 5 years. The most-recent trade in Invesco Quality Municipal Income Trust is the acquisition of 11,500 shares on September 4, 2019, which cost Jack Connelly around $148,925.

According to the SEC Form 4 filings, Jack Connelly has made a total of 0 transactions in Invesco Value Municipal Income Trust (IIM) over the past 5 years. The most-recent trade in Invesco Value Municipal Income Trust is the acquisition of 11,230 shares on September 4, 2019, which cost Jack Connelly around $175,862.

According to the SEC Form 4 filings, Jack Connelly has made a total of 0 transactions in Invesco Municipal Opportunity Trust (VMO) over the past 5 years. The most-recent trade in Invesco Municipal Opportunity Trust is the sale of 22,000 shares on March 17, 2017, which brought Jack Connelly around $282,920.

Insider Trading History of Jack Connelly

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.

Total 0

Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Jack Connelly Trading Performance

GuruFocus tracks the stock performance after each of Jack Connelly's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Jack Connelly is -4.76%. GuruFocus also compares Jack Connelly's trading performance to market benchmark return within the same time period. The performance of stocks bought by Jack Connelly within 3 months outperforms 1 times out of 5 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Jack Connelly's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Jack Connelly

Average Return

Average return per transaction

Outperforming Transactions

2 out of 5 outperforming transactions.

Each transaction is measured over a period and compared to .

	1 Month	3 Months	6 Months	1 Year	2 Years	3 Years
Return(%)	-2.07
Relative Return to S&P 500(%)	-0.86

Jack Connelly Ownership Network

Ownership Network List of Jack Connelly

No Data

Ownership Network Relation of Jack Connelly

Jack Connelly Owned Company Details

What does Invesco Quality Municipal Income Trust do?

Who are the key executives at Invesco Quality Municipal Income Trust?

Jack Connelly is the other: Portfolio Manager of Invesco Quality Municipal Income Trust. Other key executives at Invesco Quality Municipal Income Trust include President & PEO Glenn Eugene Brightman , Senior Vice President Stephanie Butcher , and director & Senior Vice President Tony Wong .

Invesco Quality Municipal Income Trust (IQI) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Invesco Quality Municipal Income Trust (IQI) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Invesco Quality Municipal Income Trust (IQI) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Invesco Quality Municipal Income Trust (IQI)'s detailed insider trading history can be found in Insider Trading Tracker table.

Invesco Quality Municipal Income Trust Insider Transactions

No Available Data

What does Invesco Value Municipal Income Trust do?

Who are the key executives at Invesco Value Municipal Income Trust?

Jack Connelly is the other: Portfolio Manager of Invesco Value Municipal Income Trust. Other key executives at Invesco Value Municipal Income Trust include President & PEO Glenn Eugene Brightman , Senior Vice President Stephanie Butcher , and director & Senior Vice President Tony Wong .

Invesco Value Municipal Income Trust (IIM) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Invesco Value Municipal Income Trust (IIM) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Invesco Value Municipal Income Trust (IIM) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Invesco Value Municipal Income Trust (IIM)'s detailed insider trading history can be found in Insider Trading Tracker table.

Invesco Value Municipal Income Trust Insider Transactions

No Available Data

What does Invesco Municipal Opportunity Trust do?

Who are the key executives at Invesco Municipal Opportunity Trust?

Jack Connelly is the other: Portfolio Manager of Invesco Municipal Opportunity Trust. Other key executives at Invesco Municipal Opportunity Trust include President & PEO Glenn Eugene Brightman , Senior Vice President Stephanie Butcher , and director & Senior Vice President Tony Wong .

Invesco Municipal Opportunity Trust (VMO) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Invesco Municipal Opportunity Trust (VMO) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Invesco Municipal Opportunity Trust (VMO) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Invesco Municipal Opportunity Trust (VMO)'s detailed insider trading history can be found in Insider Trading Tracker table.

Invesco Municipal Opportunity Trust Insider Transactions

No Available Data

What does Invesco Muni Income Opps Trust do?

Who are the key executives at Invesco Muni Income Opps Trust?

Jack Connelly is the other: Portfolio Manager of Invesco Muni Income Opps Trust. Other key executives at Invesco Muni Income Opps Trust include President & PEO Glenn Eugene Brightman , Senior Vice President Stephanie Butcher , and director & Senior Vice President Tony Wong .

Invesco Muni Income Opps Trust (OIA) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Invesco Muni Income Opps Trust (OIA) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Invesco Muni Income Opps Trust (OIA) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Invesco Muni Income Opps Trust (OIA)'s detailed insider trading history can be found in Insider Trading Tracker table.

Invesco Muni Income Opps Trust Insider Transactions

No Available Data

What does Invesco Municipal Trust do?

Who are the key executives at Invesco Municipal Trust?

Jack Connelly is the other: Portfolio Manager of Invesco Municipal Trust. Other key executives at Invesco Municipal Trust include President & PEO Glenn Eugene Brightman , Senior Vice President Stephanie Butcher , and director & Senior Vice President Tony Wong .

Invesco Municipal Trust (VKQ) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Invesco Municipal Trust (VKQ) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Invesco Municipal Trust (VKQ) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Invesco Municipal Trust (VKQ)'s detailed insider trading history can be found in Insider Trading Tracker table.

Invesco Municipal Trust Insider Transactions

No Available Data

What does Invesco Trust for Investment Grade Municipals do?

Who are the key executives at Invesco Trust for Investment Grade Municipals?

Jack Connelly is the other: Portfolio Manager of Invesco Trust for Investment Grade Municipals. Other key executives at Invesco Trust for Investment Grade Municipals include President & PEO Glenn Eugene Brightman , Senior Vice President Stephanie Butcher , and director & Senior Vice President Tony Wong .

Invesco Trust for Investment Grade Municipals (VGM) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Invesco Trust for Investment Grade Municipals (VGM) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Invesco Trust for Investment Grade Municipals (VGM) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Invesco Trust for Investment Grade Municipals (VGM)'s detailed insider trading history can be found in Insider Trading Tracker table.

Invesco Trust for Investment Grade Municipals Insider Transactions

No Available Data

What does Invesco Trust For Investment Grade New York Municipals do?

Who are the key executives at Invesco Trust For Investment Grade New York Municipals?

Jack Connelly is the other: Portfolio Manager of Invesco Trust For Investment Grade New York Municipals. Other key executives at Invesco Trust For Investment Grade New York Municipals include 10 percent owner Saba Capital Management, L.p. , 10 percent owner Boaz Weinstein , and President & PEO Glenn Eugene Brightman .

Invesco Trust For Investment Grade New York Municipals (VTN) Insider Trades Summary

Over the past 18 months, Jack Connelly made no insider transaction in Invesco Trust For Investment Grade New York Municipals (VTN). Other recent insider transactions involving Invesco Trust For Investment Grade New York Municipals (VTN) include a net sale of 207,695 shares made by Saba Capital Management, L.p. ,

In summary, during the past 3 months, insiders sold 880,534 shares of Invesco Trust For Investment Grade New York Municipals (VTN) in total and bought 0 shares, with a net sale of 880,534 shares. During the past 18 months, 889,289 shares of Invesco Trust For Investment Grade New York Municipals (VTN) were sold and 681,594 shares were bought by its insiders, resulting in a net sale of 207,695 shares.

Invesco Trust For Investment Grade New York Municipals (VTN)'s detailed insider trading history can be found in Insider Trading Tracker table.

Invesco Trust For Investment Grade New York Municipals Insider Transactions

No Available Data

What does Invesco Pennsylvania Value Municipal Income Trust do?

Who are the key executives at Invesco Pennsylvania Value Municipal Income Trust?

Jack Connelly is the other: Portfolio Manager of Invesco Pennsylvania Value Municipal Income Trust. Other key executives at Invesco Pennsylvania Value Municipal Income Trust include President & PEO Glenn Eugene Brightman , Senior Vice President Stephanie Butcher , and director & Senior Vice President Tony Wong .

Invesco Pennsylvania Value Municipal Income Trust (VPV) Insider Trades Summary

Over the past 18 months, Jack Connelly made no insider transaction in Invesco Pennsylvania Value Municipal Income Trust (VPV). Other recent insider transactions involving Invesco Pennsylvania Value Municipal Income Trust (VPV) include a net purchase of 153,492 shares made by Saba Capital Management, L.p. ,

In summary, during the past 3 months, insiders sold 321,400 shares of Invesco Pennsylvania Value Municipal Income Trust (VPV) in total and bought 0 shares, with a net sale of 321,400 shares. During the past 18 months, 321,400 shares of Invesco Pennsylvania Value Municipal Income Trust (VPV) were sold and 474,892 shares were bought by its insiders, resulting in a net purchase of 153,492 shares.

Invesco Pennsylvania Value Municipal Income Trust (VPV)'s detailed insider trading history can be found in Insider Trading Tracker table.

Invesco Pennsylvania Value Municipal Income Trust Insider Transactions

No Available Data

What does Invesco California Value Municipal Income Trust do?

Who are the key executives at Invesco California Value Municipal Income Trust?

Jack Connelly is the other: Portfolio Manager of Invesco California Value Municipal Income Trust. Other key executives at Invesco California Value Municipal Income Trust include 10 percent owner Bank Of America Corp /de/ , President & PEO Glenn Eugene Brightman , and Senior Vice President Stephanie Butcher .

Invesco California Value Municipal Income Trust (VCV) Insider Trades Summary

Over the past 18 months, Jack Connelly made no insider transaction in Invesco California Value Municipal Income Trust (VCV). Other recent insider transactions involving Invesco California Value Municipal Income Trust (VCV) include a net sale of 0 shares made by Bank Of America Corp /de/ ,

In summary, during the past 3 months, insiders sold 0 shares of Invesco California Value Municipal Income Trust (VCV) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 900 shares of Invesco California Value Municipal Income Trust (VCV) were sold and 900 shares were bought by its insiders, resulting in a net sale of 0 shares.

Invesco California Value Municipal Income Trust (VCV)'s detailed insider trading history can be found in Insider Trading Tracker table.

Invesco California Value Municipal Income Trust Insider Transactions

No Available Data

What does Invesco Advantage Municipal Income Trust II do?

Who are the key executives at Invesco Advantage Municipal Income Trust II?

Jack Connelly is the other: Portfolio Manager of Invesco Advantage Municipal Income Trust II. Other key executives at Invesco Advantage Municipal Income Trust II include President & PEO Glenn Eugene Brightman , Senior Vice President Stephanie Butcher , and director & Senior Vice President Tony Wong .

Invesco Advantage Municipal Income Trust II (VKI) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Invesco Advantage Municipal Income Trust II (VKI) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Invesco Advantage Municipal Income Trust II (VKI) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Invesco Advantage Municipal Income Trust II (VKI)'s detailed insider trading history can be found in Insider Trading Tracker table.

Invesco Advantage Municipal Income Trust II Insider Transactions

No Available Data

Jack Connelly Mailing Address

Above is the net worth, insider trading, and ownership report for Jack Connelly. You might contact Jack Connelly via mailing address: 1555 Peachtree Street Ne, Suite 1800, Atlanta Ga 30309.

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