Jerry D Choate - Net Worth and Insider Trading
Jerry D Choate Net Worth
The estimated net worth of Jerry D Choate is at least $28 Million dollars as of 2024-04-26. Jerry D Choate is the Director of Valero Energy Corp and owns about 87,443 shares of Valero Energy Corp (VLO) stock worth over $15 Million. Jerry D Choate is the Director of Amgen Inc and owns about 48,575 shares of Amgen Inc (AMGN) stock worth over $13 Million. Jerry D Choate is also the Director of H&R Block Inc and owns about 10,000 shares of H&R Block Inc (HRB) stock worth over $466,400. Besides these, Jerry D Choate also holds Invesco Advantage Municipal Income Trust II (VKI) , Invesco High Income Trust II (VLT) , Invesco Municipal Trust (VKQ) , Invesco Trust for Investment Grade Municipals (VGM) , Invesco California Value Municipal Income Trust (VCV) , Invesco Municipal Opportunity Trust (VMO) . Details can be seen in Jerry D Choate's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Jerry D Choate has not made any transactions after 2013-03-19 and currently still holds the listed stock(s).
Transaction Summary of Jerry D Choate
Jerry D Choate Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Jerry D Choate owns 14 companies in total, including Valero Energy Corp (VLO) , Invesco Bond Fund (VBF) , and Invesco High Income Trust II (VLT) among others .
Click here to see the complete history of Jerry D Choate’s form 4 insider trades.
Insider Ownership Summary of Jerry D Choate
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
VLO | Valero Energy Corp | 2013-03-19 | director |
VBF | Invesco Bond Fund | 2003-06-30 | director |
VLT | Invesco High Income Trust II | 2011-03-09 | director |
VKQ | Invesco Municipal Trust | 2011-03-09 | director |
VGM | Invesco Trust for Investment Grade Municipals | 2011-03-09 | director |
VTN | Invesco Trust For Investment Grade New York Municipals | 2003-06-30 | director |
VMO | Invesco Municipal Opportunity Trust | 2011-03-09 | director |
VPV | Invesco Pennsylvania Value Municipal Income Trust | 2003-06-30 | director |
VCV | Invesco California Value Municipal Income Trust | 2011-03-09 | director |
VKI | Invesco Advantage Municipal Income Trust II | 2011-03-09 | director |
VVR | Invesco Senior Income Trust | 2003-06-30 | director |
VTA | Invesco Dynamic Credit Opportunities Fund | 2007-06-25 | director |
AMGN | Amgen Inc | 2008-11-13 | director |
HRB | H&R Block Inc | 2006-06-12 | director |
Jerry D Choate Latest Holdings Summary
Jerry D Choate currently owns a total of 9 stocks. Among these stocks, Jerry D Choate owns 87,443 shares of Valero Energy Corp (VLO) as of March 19, 2013, with a value of $15 Million and a weighting of 51.89%. Jerry D Choate owns 48,575 shares of Amgen Inc (AMGN) as of November 13, 2008, with a value of $13 Million and a weighting of 46.46%. Jerry D Choate also owns 10,000 shares of H&R Block Inc (HRB) as of June 12, 2006, with a value of $466,400 and a weighting of 1.66%. The other 6 stocks Invesco Advantage Municipal Income Trust II (VKI) , Invesco High Income Trust II (VLT) , Invesco Municipal Trust (VKQ) , Invesco Trust for Investment Grade Municipals (VGM) , Invesco California Value Municipal Income Trust (VCV) , Invesco Municipal Opportunity Trust (VMO) have a combined weighting of 0% among all his current holdings.
Latest Holdings of Jerry D Choate
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
VLO | Valero Energy Corp | 2013-03-19 | 87,443 | 167.13 | 14,614,349 |
AMGN | Amgen Inc | 2008-11-13 | 48,575 | 269.38 | 13,085,134 |
HRB | H&R Block Inc | 2006-06-12 | 10,000 | 46.64 | 466,400 |
VKI | Invesco Advantage Municipal Income Trust II | 2011-03-09 | 0 | 8.16 | 0 |
VLT | Invesco High Income Trust II | 2011-03-09 | 0 | 10.31 | 0 |
VKQ | Invesco Municipal Trust | 2011-03-09 | 0 | 9.20 | 0 |
VGM | Invesco Trust for Investment Grade Municipals | 2011-03-09 | 0 | 9.50 | 0 |
VCV | Invesco California Value Municipal Income Trust | 2011-03-09 | 0 | 9.56 | 0 |
VMO | Invesco Municipal Opportunity Trust | 2011-03-09 | 0 | 9.24 | 0 |
Holding Weightings of Jerry D Choate
Jerry D Choate Form 4 Trading Tracker
According to the SEC Form 4 filings, Jerry D Choate has made a total of 0 transactions in Valero Energy Corp (VLO) over the past 5 years. The most-recent trade in Valero Energy Corp is the sale of 10,000 shares on March 19, 2013, which brought Jerry D Choate around $442,100.
According to the SEC Form 4 filings, Jerry D Choate has made a total of 0 transactions in Amgen Inc (AMGN) over the past 5 years. The most-recent trade in Amgen Inc is the sale of 16,000 shares on November 13, 2008, which brought Jerry D Choate around $912,000.
According to the SEC Form 4 filings, Jerry D Choate has made a total of 0 transactions in H&R Block Inc (HRB) over the past 5 years. The most-recent trade in H&R Block Inc is the acquisition of 10,000 shares on June 12, 2006, which cost Jerry D Choate around $234,400.
More details on Jerry D Choate's insider transactions can be found in the Insider Trading History of Jerry D Choate table.Insider Trading History of Jerry D Choate
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Jerry D Choate Trading Performance
GuruFocus tracks the stock performance after each of Jerry D Choate's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Jerry D Choate is -5.13%. GuruFocus also compares Jerry D Choate's trading performance to market benchmark return within the same time period. The performance of stocks bought by Jerry D Choate within 3 months outperforms 1 times out of 3 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Jerry D Choate's insider trading performs compared to the benchmark.
Performance of Jerry D Choate
Average Return
4.42%
Outperforming Transactions
33%
1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
---|---|---|---|---|---|---|
Return(%) | -0.23 | -5.13 | -1.57 | 4.42 | 3.98 | -3.62 |
Relative Return to S&P 500(%) | -1.85 | -6.18 | -1.25 | -6 | -2.14 | -7.85 |
Jerry D Choate Ownership Network
Ownership Network List of Jerry D Choate
Ownership Network Relation of Jerry D Choate
Jerry D Choate Owned Company Details
What does Valero Energy Corp do?
Who are the key executives at Valero Energy Corp?
Jerry D Choate is the director of Valero Energy Corp. Other key executives at Valero Energy Corp include director & COB & CEO Joseph W Gorder , EVP & CCO Gary K. Simmons , and EVP and COO R. Lane Riggs .
Valero Energy Corp (VLO) Insider Trades Summary
Over the past 18 months, Jerry D Choate made no insider transaction in Valero Energy Corp (VLO). Other recent insider transactions involving Valero Energy Corp (VLO) include a net sale of 113,147 shares made by Joseph W Gorder , and a net sale of 1,750 shares made by Gary K. Simmons .
In summary, during the past 3 months, insiders sold 0 shares of Valero Energy Corp (VLO) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 114,897 shares of Valero Energy Corp (VLO) were sold and 0 shares were bought by its insiders, resulting in a net sale of 114,897 shares.
Valero Energy Corp (VLO)'s detailed insider trading history can be found in Insider Trading Tracker table.
Valero Energy Corp Insider Transactions
Jerry D Choate Mailing Address
Above is the net worth, insider trading, and ownership report for Jerry D Choate. You might contact Jerry D Choate via mailing address: 820 Via Lido Nord, Newport Beach Ca 92663.