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Karen Dunn Kelley

Executive
JPMorgan Private Markets FundInvesco Ltd.Invesco Mortgage Capital Inc.
Total declarations
48
Companies
3
▲ Purchases (3 ops.)
€412k
▼ Sales (3 ops.)
€6.9M

Latest filing published 24 Jan 2024 for JPMorgan Private Markets Fund, €92k.

Filing timeline

BuySale
Karen Dunn Kelley

Insider track record

Disclosed buys
3
Disclosed sells
3
Signal history

Closed purchases

Market purchases
3
Positive at T+90
50%
Median T+90
-4.6%

Based on 2 purchases whose 90-day window has closed (published at least 91 days ago), the same population our ranking model reads.

Purchases by company

Since each purchase

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.

Karen Dunn Kelley: trading record in brief

Karen Dunn Kelley discloses dealings in 3 companies, chiefly Invesco Ltd., Invesco Mortgage Capital Inc. and JPMorgan Private Markets Fund. The record holds 48 filings, for trades running from 1 July 2009 to 22 January 2024.

The open-market side counts 3 purchases for €412k alongside 3 sales for €6.9M. Taken together, the sales exceed the purchases by €6.5M. Buying on the open market means paying the going price with one's own funds, a different act from receiving shares as pay. Besides market trades, the filings include 33 share grants and 6 option exercises. Since January 2024: 1 purchase and no sales on the market.

Half of the purchases are above €92k and half below.

Most recently, on 24 January 2024, the filings show an open-market purchase worth €92k in JPMorgan Private Markets Fund. The median gap between a trade and its publication by SEC (Form 4) is 4 days. Section 16 rules allow two business days to file each Form 4. These figures are compiled from regulatory filings published by SEC (Form 4). They describe what insiders did and are not a recommendation.

Companies and markets linked to Karen Dunn Kelley

Open company profiles for insider transactions, fundamentals and analyst consensus when available.

Declarations43 total
  • ▲
    DirectorExecutivesJPMorgan Private Markets Fund
    100,000 USD34SEC
    7,463.689 shares@ US$13.3982100.0% of flowClass I Common SharesSEC:0000950170-24-007002:0
    Canonical exit: 21 Apr 2024 (T+90)
  • ●
    Senior Managing DirectorExecutivesInvesco Ltd.
    0SEC
    3,185 shares0Common SharesSEC:0001209191-16-155432:0
  • ▼
    Senior Managing DirectorExecutivesInvesco Ltd.
    5M USD42SEC
    157,615 shares@ US$31.5686.6% of flowCommon SharesSEC:0001209191-16-153654:0
  • ◆
    Senior Managing DirectorExecutivesInvesco Ltd.
    0SEC
    55,719 shares0Common SharesSEC:0001209191-16-103925:0
  • ◆
    Senior Managing DirectorExecutivesInvesco Ltd.
    0SEC
    3,756 shares0Common SharesSEC:0001209191-16-103925:1
  • ◆
    Senior Managing DirectorExecutivesInvesco Ltd.
    0SEC
    3,499 shares0Common SharesSEC:0001209191-16-103925:2
  • ◆
    Senior Managing DirectorExecutivesInvesco Ltd.
    0SEC
    2,842 shares0Common SharesSEC:0001209191-16-103925:3
  • ◆
    Senior Managing DirectorExecutivesInvesco Ltd.
    0SEC
    4,345 shares0Common SharesSEC:0001209191-16-103925:4
  • ◆
    Senior Managing DirectorExecutivesInvesco Ltd.
    800,128 USD23SEC
    29,525 shares@ US$27.1013.4% of flowCommon SharesSEC:0001209191-16-103925:5
  • ◆
    Senior Managing DirectorExecutivesInvesco Ltd.
    0SEC
    39,235 shares0Common SharesSEC:0001209191-15-021773:0
  • ◆
    Senior Managing DirectorExecutivesInvesco Ltd.
    0SEC
    3,756 shares0Common SharesSEC:0001209191-15-021773:1
  • ◆
    Senior Managing DirectorExecutivesInvesco Ltd.
    0SEC
    3,499 shares0Common SharesSEC:0001209191-15-021773:2
  • ◆
    Senior Managing DirectorExecutivesInvesco Ltd.
    0SEC
    2,842 shares0Common SharesSEC:0001209191-15-021773:3
  • ◆
    Senior Managing DirectorExecutivesInvesco Ltd.
    1M USD0SEC
    34,156 shares@ US$40.27Common SharesSEC:0001209191-15-021773:4
  • ▼
    Senior Managing DirectorExecutivesInvesco Ltd.
    1M USD0SEC
    27,000 shares@ US$38.23Common SharesSEC:0001209191-14-040204:0
  • ◆
    Senior Managing DirectorExecutivesInvesco Ltd.
    382,274 USD0SEC
    11,145 shares@ US$34.30Common SharesSEC:0001209191-14-016638:0
  • ◆
    Senior Managing DirectorExecutivesInvesco Ltd.
    233,206 USD0SEC
    6,799 shares@ US$34.30Common SharesSEC:0001209191-14-016638:1
  • ◇
    Senior Managing DirectorExecutivesInvesco Ltd.
    0SEC
    3,756 shares0Common SharesSEC:0001209191-14-016638:2
  • ◆
    Senior Managing DirectorExecutivesInvesco Ltd.
    59,305 USD0SEC
    1,729 shares@ US$34.30Common SharesSEC:0001209191-14-016638:3
  • ◆
    Senior Managing DirectorExecutivesInvesco Ltd.
    210,225 USD0SEC
    6,129 shares@ US$34.30Common SharesSEC:0001209191-14-016638:4
  • ◇
    Senior Managing DirectorExecutivesInvesco Ltd.
    0SEC
    3,499 shares0Common SharesSEC:0001209191-14-016638:5
  • ◆
    Senior Managing DirectorExecutivesInvesco Ltd.
    55,257 USD0SEC
    1,611 shares@ US$34.30Common SharesSEC:0001209191-14-016638:6
  • ◇
    Senior Managing DirectorExecutivesInvesco Ltd.
    0SEC
    47,230 shares0Common SharesSEC:0001209191-14-016638:7
  • ◇
    Senior Managing DirectorExecutivesInvesco Ltd.
    0SEC
    3,756 shares0Common SharesSEC:0001209191-14-016630:2
  • ◇
    Senior Managing DirectorExecutivesInvesco Ltd.
    0SEC
    3,499 shares0Common SharesSEC:0001209191-14-016630:5

25 of 43 declarations