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

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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

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

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.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Jerry D Choate

Average Return

4.42%

Average return per transaction

Outperforming Transactions

33%

1 out of 3 outperforming transactions.
Each transaction is measured over a period and compared to .
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

No Data

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.

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Valero Energy Corp Insider Transactions

No Available Data

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.

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