Jerry D Choate - Net Worth and Insider Trading

Jerry D Choate Net Worth

The estimated net worth of Jerry D Choate is at least $28 Million dollars as of 2024-11-08. Jerry D Choate is the Director of Amgen Inc and owns about 48,575 shares of Amgen Inc (AMGN) stock worth over $16 Million. Jerry D Choate is the Director of Valero Energy Corp and owns about 87,443 shares of Valero Energy Corp (VLO) stock worth over $12 Million. Jerry D Choate is also the Director of H&R Block Inc and owns about 10,000 shares of H&R Block Inc (HRB) stock worth over $591,400. Besides these, Jerry D Choate also holds Invesco Advantage Municipal Income Trust II (VKI) , Invesco High Income Trust II (VLT) , Invesco Municipal Trust (VKQ) , Invesco Trust for Investment Grade Municipals (VGM) , Invesco California Value Municipal Income Trust (VCV) , Invesco Municipal Opportunity Trust (VMO) . Details can be seen in Jerry D Choate'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 Jerry D Choate has not made any transactions after 2013-03-19 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

Transaction Summary of Jerry D Choate

Jerry D Choate Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Jerry D Choate owns 14 companies in total, including Valero Energy Corp (VLO) , Invesco Bond Fund (VBF) , and Invesco High Income Trust II (VLT) among others .

Click here to see the complete history of Jerry D Choate’s form 4 insider trades.

Insider Ownership Summary of Jerry D Choate

Ticker	Comapny	Transaction Date	Type of Owner
VLO	Valero Energy Corp	2013-03-19	director
VBF	Invesco Bond Fund	2003-06-30	director
VLT	Invesco High Income Trust II	2011-03-09	director
		2011-03-09	director
		2011-03-09	director
		2003-06-30	director
		2011-03-09	director
		2003-06-30	director
		2011-03-09	director
		2011-03-09	director
		2003-06-30	director
		2007-06-25	director
		2008-11-13	director
		2006-06-12	director

Jerry D Choate Latest Holdings Summary

Jerry D Choate currently owns a total of 9 stocks. Among these stocks, Jerry D Choate owns 48,575 shares of Amgen Inc (AMGN) as of November 13, 2008, with a value of $16 Million and a weighting of 56.05%. Jerry D Choate owns 87,443 shares of Valero Energy Corp (VLO) as of March 19, 2013, with a value of $12 Million and a weighting of 41.86%. Jerry D Choate also owns 10,000 shares of H&R Block Inc (HRB) as of June 12, 2006, with a value of $591,400 and a weighting of 2.09%. The other 6 stocks Invesco Advantage Municipal Income Trust II (VKI) , Invesco High Income Trust II (VLT) , Invesco Municipal Trust (VKQ) , Invesco Trust for Investment Grade Municipals (VGM) , Invesco California Value Municipal Income Trust (VCV) , Invesco Municipal Opportunity Trust (VMO) have a combined weighting of 0% among all his current holdings.

Latest Holdings of Jerry D Choate

Ticker	Comapny	Latest Transaction Date	Shares Owned	Current Price ($)	Current Value ($)
AMGN	Amgen Inc	2008-11-13	48,575	327.02	15,884,997
VLO	Valero Energy Corp	2013-03-19	87,443	135.69	11,864,703
HRB	H&R Block Inc	2006-06-12	10,000	59.14	591,400
VKI	Invesco Advantage Municipal Income Trust II	2011-03-09	0	9.05	0
VLT	Invesco High Income Trust II	2011-03-09	0	11.41	0
VKQ	Invesco Municipal Trust	2011-03-09	0	10.05	0
VGM	Invesco Trust for Investment Grade Municipals	2011-03-09	0	10.29	0
VCV	Invesco California Value Municipal Income Trust	2011-03-09	0	10.32	0
VMO	Invesco Municipal Opportunity Trust	2011-03-09	0	9.96	0

Holding Weightings of Jerry D Choate

Jerry D Choate Form 4 Trading Tracker

According to the SEC Form 4 filings, Jerry D Choate has made a total of 0 transactions in Amgen Inc (AMGN) over the past 5 years. The most-recent trade in Amgen Inc is the sale of 16,000 shares on November 13, 2008, which brought Jerry D Choate around $912,000.

According to the SEC Form 4 filings, Jerry D Choate has made a total of 0 transactions in Valero Energy Corp (VLO) over the past 5 years. The most-recent trade in Valero Energy Corp is the sale of 10,000 shares on March 19, 2013, which brought Jerry D Choate around $442,100.

According to the SEC Form 4 filings, Jerry D Choate has made a total of 0 transactions in H&R Block Inc (HRB) over the past 5 years. The most-recent trade in H&R Block Inc is the acquisition of 10,000 shares on June 12, 2006, which cost Jerry D Choate around $234,400.

More details on Jerry D Choate's insider transactions can be found in the Insider Trading History of Jerry D Choate table.

Insider Trading History of Jerry D Choate

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.

Jerry D Choate Trading Performance

GuruFocus tracks the stock performance after each of Jerry D Choate's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Jerry D Choate is -5.13%. GuruFocus also compares Jerry D Choate's trading performance to market benchmark return within the same time period. The performance of stocks bought by Jerry D Choate within 3 months outperforms 1 times out of 3 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Jerry D Choate'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 Jerry D Choate

Average Return

Average return per transaction

Outperforming Transactions

1 out of 3 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(%)	-0.23
Relative Return to S&P 500(%)	-1.85

Jerry D Choate Ownership Network

Ownership Network List of Jerry D Choate

No Data

Ownership Network Relation of Jerry D Choate

Jerry D Choate Owned Company Details

What does Valero Energy Corp do?

Who are the key executives at Valero Energy Corp?

Jerry D Choate is the director of Valero Energy Corp. Other key executives at Valero Energy Corp include director & COB & CEO Joseph W Gorder , EVP & CCO Gary K. Simmons , and EVP and COO R. Lane Riggs .

Valero Energy Corp (VLO) Insider Trades Summary

Over the past 18 months, Jerry D Choate made no insider transaction in Valero Energy Corp (VLO). Other recent insider transactions involving Valero Energy Corp (VLO) include a net sale of 75,580 shares made by Joseph W Gorder , and a net sale of 720 shares made by Kimberly S, Greene .

In summary, during the past 3 months, insiders sold 0 shares of Valero Energy Corp (VLO) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 76,300 shares of Valero Energy Corp (VLO) were sold and 0 shares were bought by its insiders, resulting in a net sale of 76,300 shares.

Valero Energy Corp (VLO)'s detailed insider trading history can be found in Insider Trading Tracker table.

Valero Energy Corp Insider Transactions

No Available Data

What does Invesco Bond Fund do?

Who are the key executives at Invesco Bond Fund?

Jerry D Choate is the director of Invesco Bond Fund. Other key executives at Invesco Bond Fund include President & PEO Glenn Eugene Brightman , Senior Vice President Stephanie Butcher , and director & Senior Vice President Tony Wong .

Invesco Bond Fund (VBF) Insider Trades Summary

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

Invesco Bond Fund (VBF)'s detailed insider trading history can be found in Insider Trading Tracker table.

Invesco Bond Fund Insider Transactions

No Available Data

What does Invesco High Income Trust II do?

Who are the key executives at Invesco High Income Trust II?

Jerry D Choate is the director of Invesco High Income Trust II. Other key executives at Invesco High Income Trust II include President & PEO Glenn Eugene Brightman , Senior Vice President Stephanie Butcher , and director & Senior Vice President Tony Wong .

Invesco High Income Trust II (VLT) Insider Trades Summary

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

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

Invesco High Income Trust II Insider Transactions

No Available Data

What does Invesco Municipal Trust do?

Who are the key executives at Invesco Municipal Trust?

Jerry D Choate is the director 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?

Jerry D Choate is the director 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?

Jerry D Choate is the director 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, Jerry D Choate 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 Municipal Opportunity Trust do?

Who are the key executives at Invesco Municipal Opportunity Trust?

Jerry D Choate is the director 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 Pennsylvania Value Municipal Income Trust do?

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

Jerry D Choate is the director 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, Jerry D Choate 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?

Jerry D Choate is the director 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, Jerry D Choate 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?

Jerry D Choate is the director 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

What does Invesco Senior Income Trust do?

Who are the key executives at Invesco Senior Income Trust?

Jerry D Choate is the director of Invesco Senior Income Trust. Other key executives at Invesco Senior Income Trust include President & PEO Glenn Eugene Brightman , Senior Vice President Stephanie Butcher , and director & Senior Vice President Tony Wong .

Invesco Senior Income Trust (VVR) Insider Trades Summary

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

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

Invesco Senior Income Trust Insider Transactions

No Available Data

What does Invesco Dynamic Credit Opportunities Fund do?

Who are the key executives at Invesco Dynamic Credit Opportunities Fund?

Jerry D Choate is the director of Invesco Dynamic Credit Opportunities Fund. Other key executives at Invesco Dynamic Credit Opportunities Fund include Secretary Antonio Reina , 10 percent owner Saba Capital Management, L.p. , and Chief Compliance Officer Josh E Levit .

Invesco Dynamic Credit Opportunities Fund (VTA) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Invesco Dynamic Credit Opportunities Fund (VTA) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Invesco Dynamic Credit Opportunities Fund (VTA) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Invesco Dynamic Credit Opportunities Fund (VTA)'s detailed insider trading history can be found in Insider Trading Tracker table.

Invesco Dynamic Credit Opportunities Fund Insider Transactions

No Available Data

What does Amgen Inc do?

Who are the key executives at Amgen Inc?

Jerry D Choate is the director of Amgen Inc. Other key executives at Amgen Inc include SVP & CCO Nancy A. Grygiel , SVP & Gen. Counsel & Secy. Jonathan P Graham , and VP & Finance & CAO Matthew C. Busch .

Amgen Inc (AMGN) Insider Trades Summary

Over the past 18 months, Jerry D Choate made no insider transaction in Amgen Inc (AMGN). Other recent insider transactions involving Amgen Inc (AMGN) include a net sale of 4,213 shares made by Nancy A. Grygiel , a net sale of 10,000 shares made by Jonathan P Graham , and a net sale of 9,558 shares made by Murdo Gordon .

In summary, during the past 3 months, insiders sold 0 shares of Amgen Inc (AMGN) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 23,771 shares of Amgen Inc (AMGN) were sold and 0 shares were bought by its insiders, resulting in a net sale of 23,771 shares.

Amgen Inc (AMGN)'s detailed insider trading history can be found in Insider Trading Tracker table.

Amgen Inc Insider Transactions

No Available Data

What does H&R Block Inc do?

Who are the key executives at H&R Block Inc?

Jerry D Choate is the director of H&R Block Inc. Other key executives at H&R Block Inc include VP & Chief Acct Officer Kellie J Logerwell , President & CEO - Designate Jones Jeffrey J Ii , and Chief Legal Officer Dara S Redler .

H&R Block Inc (HRB) Insider Trades Summary

Over the past 18 months, Jerry D Choate made no insider transaction in H&R Block Inc (HRB). Other recent insider transactions involving H&R Block Inc (HRB) include a net sale of 246,748 shares made by Jones Jeffrey J Ii , a net sale of 25,846 shares made by Kellie J Logerwell , and a net sale of 126,151 shares made by Tony G Bowen .

In summary, during the past 3 months, insiders sold 115,927 shares of H&R Block Inc (HRB) in total and bought 0 shares, with a net sale of 115,927 shares. During the past 18 months, 407,845 shares of H&R Block Inc (HRB) were sold and 10,500 shares were bought by its insiders, resulting in a net sale of 397,345 shares.

H&R Block Inc (HRB)'s detailed insider trading history can be found in Insider Trading Tracker table.

H&R Block Inc Insider Transactions

No Available Data

Jerry D Choate Mailing Address

Above is the net worth, insider trading, and ownership report for Jerry D Choate. You might contact Jerry D Choate via mailing address: 820 Via Lido Nord, Newport Beach Ca 92663.

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