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JERRY D CHOATE

CIK 1099539 · last filed 2015-05-01

JERRY D CHOATE is a corporate insider who has filed 44 SEC Form 4 insider transactions across 16 companies since 2007. The most recent filing, for VLO, was dated May 1, 2015. Across all open-market trades the lifetime net is −$2.2M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $60.8M across reported positions. 23 SEC filings were submitted jointly with VALERO ENERGY CORP/TX.

"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.

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Disclosed Exposure

$60.83M

Companies

16

Total Filings

44

Lifetime Open-Market Net

-$2.18M

Filer Profile

Reported Address
820 VIA LIDO NORD
NEWPORT BEACH, CA 92663
State of Incorporation
DE
Related Filers
VALERO ENERGY CORP/TX — 23 joint filings, latest 2016-05-16
AMGEN INC — 12 joint filings, latest 2011-04-27
Profile details as reported on the filer's SEC submissions — for individual insiders the address is often in care of the issuer. Related filers are identified from jointly filed SEC submissions and shared reported addresses. View filings on SEC EDGAR.

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 Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
VLO Director 98,044 $390.42 $38.28M -$442.1K 12 2015-05-01
VVR Director 0 $2.94 $0 $0 1 2014-09-03
VBF Director 0 $14.48 $0 $0 5 2014-09-03
VCV Director 2,700 $9.93 $26.8K $30.1K 2 2014-09-03
VTN Director 0 $10.06 $0 $0 1 2014-09-03
VKQ Director 2,400 $9.39 $22.5K $29.7K 2 2014-09-03
VMO Director 7,133 $9.38 $66.9K $29.1K 3 2014-09-03
VLT Director 1,800 $9.69 $17.4K $30.0K 2 2014-09-03
VKI Director 2,700 $8.54 $23.1K $30.1K 2 2014-09-03
VGM Director 2,300 $9.85 $22.7K $29.8K 2 2014-09-03
VPV Director 0 $10.93 $0 $0 1 2014-09-03
Invesco Dynamic Credit Opportunities Fund (VTA) Delisted Director 0 $11.45 $0 $0 1 2014-09-03
AMGN Director 58,096 $377.35 $21.92M -$1.97M 7 2011-04-27
Invesco Van Kampen Trust for Value Municipals (VIM) Delisted Director 2,500 — — $29.8K 1 2011-03-10
Invesco Van Kampen Select Sector Municipal Trust (VKL) Delisted Director 2,700 — — $29.9K 1 2011-03-10
HRB Director 10,000 $45.12 $451.2K $0 1 2007-07-03

Recent Filings

44 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
2015-05-01 VLO Grant (A) +2,977 $0 EDGAR
2014-09-03 VVR — — $0 EDGAR
2014-09-03 VBF — — $0 EDGAR
2014-09-03 VCV — — $0 EDGAR
2014-09-03 VTN — — $0 EDGAR
2014-09-03 VKQ — — $0 EDGAR
2014-09-03 VMO — — $0 EDGAR
2014-09-03 VLT — — $0 EDGAR
2014-09-03 VKI — — $0 EDGAR
2014-09-03 VGM — — $0 EDGAR
Showing 1–10 of 44
Page 1 of 5
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.