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 $52.8M across reported positions.
"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.
$52.78M
16
44
-$2.18M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| VLO | Director | 98,044 | $298.88 | $29.30M | -$442.1K | 12 | 2015-05-01 |
| VVR | Director | 0 | $2.95 | $0 | $0 | 1 | 2014-09-03 |
| VBF | Director | 0 | $14.73 | $0 | $0 | 5 | 2014-09-03 |
| VCV | Director | 2,700 | $10.59 | $28.6K | $30.1K | 2 | 2014-09-03 |
| VTN | Director | 0 | $11.01 | $0 | $0 | 1 | 2014-09-03 |
| VKQ | Director | 2,400 | $9.78 | $23.5K | $29.7K | 2 | 2014-09-03 |
| VMO | Director | 7,133 | $9.68 | $69.1K | $29.1K | 3 | 2014-09-03 |
| VLT | Director | 1,800 | $10.02 | $18.0K | $30.0K | 2 | 2014-09-03 |
| VKI | Director | 2,700 | $8.96 | $24.2K | $30.1K | 2 | 2014-09-03 |
| VGM | Director | 2,300 | $10.18 | $23.4K | $29.8K | 2 | 2014-09-03 |
| VPV | Director | 0 | $10.82 | $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 | $393.10 | $22.84M | -$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 | $44.94 | $449.4K | $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.