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Total declarations
Companies
▲ Purchases (9 ops.)
▼ Sales (7 ops.)
Latest filing published 01 May 2015 for Valero Energy Corp/tx.
Insider track record
Disclosed buys
9
Disclosed sells
7
Signal history
No signal scores available.
Closed purchases
Market purchases
9
Positive at T+90
86%
Median T+90
+4.8%
Based on 7 purchases whose 90-day window has closed (published at least 91 days ago), the same population our ranking model reads.
Purchases by company
- Invesco California Value Municipal Income Trust
- VAN KAMPEN TRUST FOR INSURED MUNICIPALS
- Invesco Trust for Investment Grade Municipals
- Invesco Municipal Opportunity Trust
- VAN KAMPEN SELECT SECTOR MUNICIPAL TRUST
- Invesco Municipal Trust
- Invesco High Income Trust II
- Invesco Advantage Municipal Income Trust II
Since each purchase
- +20.6%Entry US$12.55 · Close at T+365 US$15.14
- +28.3%Entry US$11.03 · Close at T+365 US$14.15
- +19.9%Entry US$12.84 · Close at T+365 US$15.40
- +22.4%Entry US$10.90 · Close at T+365 US$13.34
- +18.9%Entry US$12.35 · Close at T+365 US$14.68
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Jerry D. Choate: trading record in brief
Jerry D. Choate is a declared insider at 11 companies; the most frequent names are Valero Energy Corp/tx, Amgen Inc and Invesco Municipal Opportunity Trust. The record holds 44 filings, for trades running from 15 March 2006 to 30 April 2015.
Market trades split into 9 purchases (€358k) and 7 sales (€1.7M). Netting one side against the other leaves €1.4M of net selling. Buying on the open market means paying the going price with one's own funds, a different act from receiving shares as pay. Outside the open market, there are 18 share grants and 8 option exercises.
In size, the median ticket on the buying side is €22k. Ninety days after publication, 7 purchases show a median change of +4.8%, with the price up in 86% of them. Past outcomes like these are no guarantee of what comes next.
The record was last updated on 1 May 2015 with a share grant in Valero Energy Corp/tx. The last insider purchase was made public on 10 March 2011, 5,707 days ago. Filings reach the SEC (Form 4) feed a median of 1 day after the trade. Section 16 rules allow two business days to file each Form 4. Source: insider filings from SEC (Form 4). Past trades are no guide to future returns.
Companies and markets linked to Jerry D. Choate
Open company profiles for insider transactions, fundamentals and analyst consensus when available.
Declarations43 total
2,977 shares0Common Stock, $.01 par valueSEC:0001099539-15-000002:0
2,779 shares0Common Stock, $.01 par valueSEC:0001099539-14-000002:0
10,000 shares@ US$16.03Common Stock, $.01 par valueSEC:0001099539-13-000004:0
10,000 shares@ US$44.21Common Stock, $.01 par valueSEC:0001099539-13-000004:1
2,463.942 shares@ US$0.9856Common SharesSEC:0001209191-13-012662:0
2,369.918 shares@ US$0.8777Common SharesSEC:0001209191-13-012662:1
8,000 shares@ US$9.46Common Stock, $.01 par valueSEC:0001099539-13-000002:0
1,647 shares@ US$45.93Common Stock, $.01 par valueSEC:0001099539-13-000002:1
6,736 shares0Common Stock, $.01 par valueSEC:0001099539-12-000004:0
8,000 shares@ US$10.28Common Stock, $.01 par valueSEC:0001099539-12-000002:0
2,919 shares@ US$28.17Common Stock, $.01 par valueSEC:0001099539-12-000002:1
5,714 shares0Common Stock, $.01 par valueSEC:0001099539-11-000002:0
4,000 shares@ US$12.26Common Stock, $.01 par valueSEC:0001099539-11-000002:1
1,828 shares0Common StockSEC:0001127602-11-013852:0
2,700 shares@ US$11.14Common SharesSEC:0001209191-11-017037:0
Canonical exit: 7 Jun 2011 (T+90)
2,500 shares@ US$11.92Common SharesSEC:0001209191-11-017024:0
Canonical exit: 7 Jun 2011 (T+90)
2,300 shares@ US$12.97Common SharesSEC:0001209191-11-017028:0
Canonical exit: 7 Jun 2011 (T+90)
2,300 shares@ US$12.65Common SharesSEC:0001209191-11-017042:0
Canonical exit: 7 Jun 2011 (T+90)
2,700 shares@ US$11.08Common SharesSEC:0001209191-11-016998:0
Canonical exit: 7 Jun 2011 (T+90)
2,400 shares@ US$12.38Common SharesSEC:0001209191-11-017031:0
Canonical exit: 7 Jun 2011 (T+90)
1,800 shares@ US$16.66Common SharesSEC:0001209191-11-017016:0
Canonical exit: 7 Jun 2011 (T+90)
2,700 shares@ US$11.15Common SharesSEC:0001209191-11-017023:0
Canonical exit: 7 Jun 2011 (T+90)
7,676 shares0Common Stock, $.01 par valueSEC:0001035002-10-000011:0
1,711 shares0Common StockSEC:0001127602-10-012363:0
20,000 shares@ US$5.59Common Stock, $.01 par valueSEC:0001099539-09-000004:0
25 of 43 declarations
