VCV · Insider Trading
INVESCO CALIFORNIA VALUE MUNI INCOME TRUST
Every open-market purchase and sale reported by VCV officers, directors and 10%+ beneficial owners on SEC Form 4, which must be filed within two business days of the transaction. Sales often reflect scheduled 10b5-1 plans or tax withholding rather than a directional view, so read counts alongside the size and the filer.
| Filed | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| 2024-12-13 | MERRILL LYNCH, PIERCE, FENNER & SMITH INC. | 10%+ Owner | MIXED | +15,476 | +$201.21K |
| 2024-06-04 | Banc of America Preferred Funding Corp | 10%+ Owner | J | −626 | — |
| 2023-12-15 | BANK OF AMERICA CORP /DE/ | 10%+ Owner | MIXED | — | −$126 |
| 2020-10-27 | Banc of America Preferred Funding Corp | 10%+ Owner | J | −2,000 | — |
| 2019-11-20 | CITIGROUP INC | 10%+ Owner | Sell | −2,083 | −$208.30M |
| 2019-01-03 | James D Phillips | — | Sell | −1,115 | −$12.72K |
| 2018-07-24 | James D Phillips | — | Sell | −1,700 | −$20.10K |
| 2018-02-09 | James D Phillips | — | Sell | −2,000 | −$24.16K |
| 2017-06-02 | CITIGROUP INC | 10%+ Owner | Buy | +200 | +$20.00M |
| 2017-02-02 | James D Phillips | — | Buy | +10,000 | +$124.18K |
| 2017-01-10 | Suzanne Woolsey | — | — | — | — |
| 2017-01-10 | Albert R Dowden | — | — | — | — |
| 2016-02-03 | Rodney F Dammeyer | — | — | — | — |
| 2016-02-03 | Hugo Sonnenschein | — | — | — | — |
| 2015-02-25 | Frank S Bayley | — | — | — | — |
| 2015-02-25 | Wayne W Whalen | — | — | — | — |
| 2014-10-30 | Rodney F Dammeyer | Director | Buy | +25,000 | +$308.00K |
| 2014-09-03 | Heagy Linda Hutton | Director | — | — | — |
| 2014-09-03 | R Craig Kennedy | Director | — | — | — |
| 2014-09-03 | Colin Meadows | Director | — | — | — |
| 2014-09-03 | Jerry D Choate | Director | — | — | — |
| 2014-08-15 | Rodney F Dammeyer | Director | Buy | +20,400 | +$249.21K |
| 2014-03-18 | Heagy Linda Hutton | Director | Buy | +423 | +$5.00K |
| 2012-10-22 | Rodney F Dammeyer | Director | G | — | — |
| 2012-08-22 | CITIGROUP INC | 10%+ Owner | J | −227 | −$5.68M |
| 2012-06-13 | BANK OF AMERICA CORP /DE/ | 10%+ Owner | J | −387 | — |
| 2012-06-08 | UBS AG | — | J | −685 | — |
| 2012-05-29 | BANK OF AMERICA NA | 10%+ Owner | J | −471 | — |
| 2012-05-24 | BANK OF AMERICA NA | 10%+ Owner | J | −759 | — |
| 2012-02-02 | BANK OF AMERICA NA | 10%+ Owner | J | −93 | — |
| 2012-01-25 | BANK OF AMERICA NA | 10%+ Owner | J | −45 | — |
| 2012-01-11 | Blue Ridge Investments, L.L.C. | 10%+ Owner | J | −57 | — |
| 2011-06-06 | Rodney F Dammeyer | Director | Sell | −17,091 | −$198.02K |
| 2011-06-03 | Rodney F Dammeyer | Director | Sell | −7,000 | −$81.23K |
| 2011-06-02 | Rodney F Dammeyer | Director | Sell | −24,977 | −$292.24K |
| 2011-05-03 | MERRILL LYNCH, PIERCE, FENNER & SMITH INC. | 10%+ Owner | MIXED | — | +$504 |
| 2011-04-29 | Rodney F Dammeyer | Director | Sell | −15,216 | −$168.58K |
| 2011-04-26 | Rodney F Dammeyer | Director | Sell | −22,193 | −$245.12K |
| 2011-04-25 | Rodney F Dammeyer | Director | Sell | −30,000 | −$331.35K |
| 2011-04-22 | Rodney F Dammeyer | Director | Sell | −22,591 | −$249.83K |
| 2011-03-10 | Jerry D Choate | Director | Buy | +2,700 | +$30.08K |
| 2010-12-01 | Rodney F Dammeyer | Director | Buy | +850 | +$10.58K |
| 2010-11-29 | Rodney F Dammeyer | Director | Buy | +19,200 | +$237.96K |
| 2010-10-22 | Rodney F Dammeyer | Director | Buy | +18,724 | +$249.96K |
| 2010-10-21 | Rodney F Dammeyer | Director | Buy | +18,500 | +$247.49K |
| 2010-08-27 | Rodney F Dammeyer | Director | Buy | +13,050 | +$167.43K |
| 2010-07-12 | UBS AG | 10%+ Owner | J | −57 | — |
| 2010-07-02 | Rodney F Dammeyer | Director | Buy | +13,050 | +$167.43K |
| 2009-06-09 | Rodney F Dammeyer | Director | Sell | −2,700 | −$29.16K |
| 2009-06-08 | Rodney F Dammeyer | Director | Sell | −10,000 | −$107.45K |
| Insider | Role | Shares Held | Value |
|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INC. | 10%+ Owner | 5,567 | $49.88K |
Form 4 reports a change in beneficial ownership by an officer, director or 10%+ holder, and must be filed within two business days of the transaction — so this is close to real time, unlike the 45-day-lagged 13F institutional data.
Transaction codes matter more than the raw buy/sell count. Code P is an open-market purchase — an insider choosing to buy with their own money, which is the signal most research treats as informative. Code S is a sale, but sales are frequently pre-scheduled under a 10b5-1 plan or cover tax withholding on vesting equity, so a run of sales often says nothing directional. Codes A and M are grants and option exercises rather than open-market decisions.
Full filing history and per-insider positions are on the VCV quote page; the site-wide leaderboard is on the insider transactions hub.
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.