Choate Jerry D (CIK 0001099539)

Latest company ownership

Shares held
98,044
Last filed at
May 1, 2015
Confidence Score
50.0
2025Q4
Confidence Score History
2013Q1 2025Q4
Shares held
7,133.86
Last filed at
Sep 3, 2014
Confidence Score
50.0
2025Q4
Confidence Score History
2011Q1 2025Q4
Shares held
2,700
Last filed at
Sep 3, 2014
Confidence Score
50.0
2025Q4
Confidence Score History
2011Q1 2025Q4
Shares held
2,700
Last filed at
Sep 3, 2014
Confidence Score
50.0
2025Q4
Confidence Score History
2011Q1 2025Q4
Shares held
2,400
Last filed at
Sep 3, 2014
Confidence Score
50.0
2025Q4
Confidence Score History
2011Q1 2025Q4
Shares held
2,300
Last filed at
Sep 3, 2014
Confidence Score
50.0
2025Q4
Confidence Score History
2011Q1 2025Q4
Shares held
1,800
Last filed at
Sep 3, 2014
Confidence Score
50.0
2025Q4
Confidence Score History
2011Q1 2025Q4

Recent buy/sell transactions

Exec date Filing date Company Role Signal Confidence Shares % of shares Under plan? Amount (USD)
Mar 19, 2013 Mar 20, 2013 VALERO ENERGY CORP/TX Director Sell 20.0 -10,000 -10.26% ✗ $442.1K
Oct 15, 2012 Mar 1, 2013 Invesco Municipal Opportunity Trust Director Buy 90.0 +4,833 68.43% ✗ $4.5K
Feb 13, 2013 Feb 14, 2013 VALERO ENERGY CORP/TX Director Sell 22.5 -1,647 -1.85% ✗ $75.6K
Mar 9, 2011 Mar 10, 2011 Invesco Municipal Opportunity Trust Director Buy 91.3 +2,300 100.00% ✗ $29.1K
Mar 9, 2011 Mar 10, 2011 Invesco California Value Municipal Income Trust Director Buy 91.3 +2,700 100.00% ✗ $30.1K
Mar 9, 2011 Mar 10, 2011 Invesco Municipal Trust Director Buy 91.3 +2,400 100.00% ✗ $29.7K
Mar 9, 2011 Mar 10, 2011 Invesco Trust for Investment Grade Municipals Director Buy 91.3 +2,300 100.00% ✗ $29.8K
Mar 9, 2011 Mar 10, 2011 Invesco Advantage Municipal Income Trust II Director Buy 91.3 +2,700 100.00% ✗ $30.1K
Mar 9, 2011 Mar 10, 2011 Invesco High Income Trust II Director Buy 91.3 +1,800 100.00% ✗ $30K