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 $68.3M 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.
Charts
Trading activity, where the exposure sits, and each trade against the stock price.
AMGN price and trades
Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.
Shares held
Shares owned after each reported transaction on this company (direct holdings as reported).
Open-market buying and selling
by monthDollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.
Exposure by company
latestMost recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.
Filer Profile
NEWPORT BEACH, CA 92663
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| VLO | Director | 98,044 | $426.76 | $41.84M | -$442.1K | 12 | 2015-05-01 |
| VVR | Director | 0 | $2.83 | $0 | $0 | 1 | 2014-09-03 |
| VBF | Director | 0 | $14.45 | $0 | $0 | 5 | 2014-09-03 |
| VCV | Director | 2,700 | $8.96 | $24.2K | $30.1K | 2 | 2014-09-03 |
| VTN | Director | 0 | $9.83 | $0 | $0 | 1 | 2014-09-03 |
| VKQ | Director | 2,400 | $8.96 | $21.5K | $29.7K | 2 | 2014-09-03 |
| VMO | Director | 7,133 | $8.89 | $63.4K | $29.1K | 3 | 2014-09-03 |
| VLT | Director | 1,800 | $8.78 | $15.8K | $30.0K | 2 | 2014-09-03 |
| VKI | Director | 2,700 | $8.18 | $22.1K | $30.1K | 2 | 2014-09-03 |
| VGM | Director | 2,300 | $9.26 | $21.3K | $29.8K | 2 | 2014-09-03 |
| VPV | Director | 0 | $10.45 | $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 | $444.63 | $25.83M | -$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 | $50.06 | $500.6K | $0 | 1 | 2007-07-03 |
Recent Filings
44 filings| 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 |
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.