| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Portfolio Manager
3 companies
Connelly Jack is a Portfolio Manager at IIM, with reported holdings spanning 3 companies. Recent filings cover 15 purchases and 9 sales. Those positions are worth an estimated $94K at current prices.
Connelly Jack's largest disclosed position is in IIM as Portfolio Manager, worth about $58K. Net of sales, the recent Form 4 record there shows accumulation of 12,730 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Jan 15, 2026 | IQI Invesco Quality Municipal Income Trust | Portfolio Manager | Sell | 1,980 | $10.09 | $19,980.58 | -36.0% | -2.2% | - | |
| Jan 7, 2026 | IQI Invesco Quality Municipal Income Trust | Portfolio Manager | Sell | 3,900 | $10.02 | $39,078.00 | -41.5% | -3.2% | - | |
| Sep 4, 2019 | IIM Invesco Value Municipal Income Trust | Portfolio Manager | Buy | 11,230 | $15.66 | $175,861.80 | -503.6% | - | - | |
| Sep 4, 2019 | IQI Invesco Quality Municipal Income Trust | Portfolio Manager | Buy | 11,500 | $12.95 | $148,925.00 | -127.8% | - | - | |
| May 20, 2019 | IQI Invesco Quality Municipal Income Trust | Portfolio Manager | Sell | 5,150 | $12.13 | $62,469.50 | -52.8% | - | - | |
| Sep 26, 2018 | IQI Invesco Quality Municipal Income Trust | Portfolio Manager | Buy | 29,750 | $11.62 | $345,550.75 | -305.1% | - | - | |
| Jul 23, 2018 | IIM Invesco Value Municipal Income Trust | Portfolio Manager | Buy | 1,500 | $14.14 | $21,210.00 | New | - | - | |
| Mar 17, 2017 | VMO Invesco Municipal Opportunity Trust | Portfolio Manager | Sell | 22,000 | $12.86 | $282,820.00 | -100% | - | - | |
| Dec 30, 2016 | IQI Invesco Quality Municipal Income Trust | Portfolio Manager | Sell | 18,000 | $12.36 | $222,450.00 | -100% | - | - | |
| Dec 28, 2016 | IQI Invesco Quality Municipal Income Trust | Portfolio Manager | Sell | 2,000 | $12.30 | $24,600.00 | -100% | - | - |