List of insiders holdings for Invesco California Value Municipal Income Trust:
- Shares directly owned by the insider.
- Shares indirectly owned by the insider.
- Total shares owned by the insider (sum of shares directly and indirectly owned).
- Total market value if available.
- Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
| # | Insider Holder Name | Report Date Time | Shares Owned Directly Indirectly | Total Shares Owned | Filing |
| 1 | Dammeyer Rodney F Trustee | 2016-02-03 13:20:29 | 0 137,014 | 137,014 | Form 4 |
| 2 | Phillips James D Portfolio Manager | 2019-01-03 13:01:30 | 5,185 0 | 5,185 | Form 4 |
| 3 | BANK OF AMERICA CORP MERRILL LYNCH PIERCE FENNER & SMITH INC. BOFA SECURITIES INC. Banc of America Preferred Funding Corp 10% Owner | 2024-12-13 16:16:33 | 0 3,869 | 3,869 | Form 4 |
| 4 | CHOATE JERRY D Director | 2014-09-03 15:54:11 | 2,700 0 | 2,700 | Form 4 |
| 5 | BANK OF AMERICA CORP Blue Ridge Investments L.L.C. BANK OF AMERICA NA 10% Owner | 2024-12-13 16:09:23 | 1,770 0 | 1,770 | Form 13D |
| 6 | Hutton Heagy Linda Director | 2014-09-03 12:56:16 | 423 0 | 423 | Form 4 |
| 7 | Kuehl Todd F Chief Compliance officer | 2020-05-13 17:41:05 | 0 0 | 0 | Form 3 |
| 8 | Meadows Colin Director | 2020-05-15 10:55:54 | 0 0 | 0 | Form 3 |
| 9 | CITIGROUP INC 10% Owner | 2019-12-10 11:19:55 | 0 0 | 0 | Form 13G |
| 10 | Vandivort Daniel S Trustee | 2019-09-26 12:02:41 | 0 0 | 0 | Form 3 |
| 11 | James Vaughn D Trustee | 2019-09-26 10:59:31 | 0 0 | 0 | Form 3 |
| 12 | Elizabeth Krentzman Trustee | 2019-09-26 13:59:48 | 0 0 | 0 | Form 3 |
| 13 | Joel Motley W Trustee | 2019-09-25 15:31:44 | 0 0 | 0 | Form 3 |
| 14 | Brown Beth Ann Trustee | 2019-09-25 14:58:01 | 0 0 | 0 | Form 3 |
| 15 | Schlossberg Andrew Senior Vice President | 2019-05-03 14:12:19 | 0 0 | 0 | Form 3 |
| 16 | LaCava Anthony Trustee | 2019-03-08 16:00:20 | 0 0 | 0 | Form 3 |
| 17 | Schorle John Portfolio Manager | 2018-07-09 08:19:44 | 0 0 | 0 | Form 3 |
| 18 | Kupor Jeffrey H SVP, Chief Legal Officer | 2018-04-05 16:18:43 | 0 0 | 0 | Form 3 |
| 19 | McGreevey Gregory Senior Vice President | 2017-12-14 15:04:58 | 0 0 | 0 | Form 3 |
| 20 | Barnett Stern Margaret Ann Trustee | 2017-04-06 10:55:13 | 0 0 | 0 | Form 3 |
| 21 | Hostetler Cynthia Lynn Trustee | 2017-04-06 10:32:18 | 0 0 | 0 | Form 3 |
| 22 | Wilson Christopher L. Trustee | 2017-04-06 12:04:24 | 0 0 | 0 | Form 3 |
| 23 | RESSEL TERESA Trustee | 2017-04-06 11:43:07 | 0 0 | 0 | Form 3 |
| 24 | WOOLSEY SUZANNE Trustee | 2017-01-10 15:27:32 | 0 0 | 0 | Form 4 |
| 25 | DOWDEN ALBERT R Trustee | 2017-01-10 14:38:44 | 0 0 | 0 | Form 4 |
| 26 | Gallegos Kelli K Principal Financial Officer | 2016-06-09 14:48:09 | 0 0 | 0 | Form 3 |
| 27 | Vacheron Terry Chief Financial Officer | 2022-03-24 14:03:11 | 0 0 | 0 | Form 3 |
| 28 | Perkin Edward J. Trustee | 2025-01-10 10:37:54 | 0 0 | 0 | Form 3 |
| 29 | Mossow Elizabeth Portfolio Manager | 2024-04-10 11:45:57 | 0 0 | 0 | Form 3 |
| 30 | Cooney Josh Portfolio Manager | 2024-04-09 14:49:43 | 0 0 | 0 | Form 3 |
| 31 | Liddy James P Trustee | 2024-01-29 15:57:16 | 0 0 | 0 | Form 3 |
| 32 | Deckbar Carol Trustee | 2024-01-26 13:19:46 | 0 0 | 0 | Form 3 |
| 33 | Sharp Douglas J Trustee | 2024-01-24 15:47:38 | 0 0 | 0 | Form 3 |
| 34 | Brightman Glenn Eugene President & PEO | 2023-10-10 12:52:28 | 0 0 | 0 | Form 3 |
| 35 | Wong Tony Senior Vice President | 2023-03-31 13:45:37 | 0 0 | 0 | Form 3 |
| 36 | Butcher Stephanie Senior Vice President | 2023-03-31 12:00:48 | 0 0 | 0 | Form 3 |
| 37 | Ringold Melanie SVP, CLO and Secretary | 2023-01-10 12:42:48 | 0 0 | 0 | Form 3 |
| 38 | CAROME KEVIN M Director | 2020-05-15 08:52:45 | 0 0 | 0 | Form 3 |
| 39 | Gregson Mark William Chief Accounting Officer | 2022-03-23 12:50:06 | 0 0 | 0 | Form 3 |
| 40 | BORDEWICK JAMES R JR Senior Officer & SVP | 2022-03-09 14:46:43 | 0 0 | 0 | Form 3 |
| 41 | Cottier Scott Portfolio Manager | 2021-03-22 13:36:22 | 0 0 | 0 | Form 3 |
| 42 | Camarella Michael Portfolio Manager | 2021-03-22 13:30:23 | 0 0 | 0 | Form 3 |
| 43 | DeMitry Mark Portfolio Manager | 2021-03-22 13:22:05 | 0 0 | 0 | Form 3 |
| 44 | Deberghes Adrien Vice President,PFO & Treasurer | 2020-11-24 14:06:55 | 0 0 | 0 | Form 3 |
| 45 | DUKES LAURA ALLISON SMD and CFO | 2020-08-05 10:47:45 | 0 0 | 0 | Form 3 |
| 46 | STARR LOREN M Director | 2020-05-15 12:52:19 | 0 0 | 0 | Form 3 |
| 47 | LEVEILLE ROBERT RAYMOND CCO | 2016-06-03 13:02:30 | 0 0 | 0 | Form 3 |
| 48 | Lege Annette CFO & CAO | 2020-05-15 10:45:21 | 0 0 | 0 | Form 3 |
| 49 | Germany David Vice President | 2006-03-08 16:55:26 | 0 0 | 0 | Form 3 |
| 50 | FIELDS JACK M Trustee | 2014-09-08 15:34:34 | 0 0 | 0 | Form 3 |
| 51 | Kelley Karen Dunn Vice President | 2014-09-08 16:39:12 | 0 0 | 0 | Form 3 |
| 52 | KENNEDY R CRAIG Director | 2014-09-03 14:44:46 | 0 0 | 0 | Form 4 |
| 53 | UBS AG Former 10% owner | 2012-07-09 11:00:00 | 0 0 | 0 | Form 13G |
| 54 | Stryker Robert John Byron Thomas Portfolio Mananger | 2010-01-25 14:07:39 | 0 0 | 0 | Form 3 |
| 55 | Paris Mark E Portfolio Manager | 2009-05-29 10:34:08 | 0 0 | 0 | Form 3 |
| 56 | Miller Jerry William President & PEO | 2008-06-11 15:15:58 | 0 0 | 0 | Form 3 |
| 57 | Klingert Kevin Michael Vice President | 2008-05-19 15:00:48 | 0 0 | 0 | Form 3 |
| 58 | Black William D Portfolio Manager | 2008-02-06 11:36:34 | 0 0 | 0 | Form 3 |
| 59 | Schuldt Stuart CFO and Treasurer | 2007-06-12 10:52:14 | 0 0 | 0 | Form 3 |
| 60 | Taylor Philip PEO, President | 2014-09-08 15:34:41 | 0 0 | 0 | Form 3 |
| 61 | Shea Dennis Vice President | 2006-03-08 13:56:54 | 0 0 | 0 | Form 3 |
| 62 | Goff Phillip G Chief Financial Officer | 2005-08-24 12:10:39 | 0 0 | 0 | Form 3 |
| 63 | Garrett James W CFO and Treasurer | 2005-01-31 15:28:06 | 0 0 | 0 | Form 3 |
| 64 | SULLIVAN JOHN L Chief Compliance Officer | 2004-11-29 16:06:35 | 0 0 | 0 | Form 3 |
| 65 | Dykas James M CFO and Treasurer | 2004-08-23 15:17:51 | 0 0 | 0 | Form 3 |
| 66 | Doberman Amy R Vice President | 2004-08-17 17:13:29 | 0 0 | 0 | Form 3 |
| 67 | MERIN MITCHELL M Director | 2003-07-25 13:17:10 | 0 0 | 0 | Form 3 |
| 68 | BRANAGAN J MILES Director | 2003-07-25 08:50:25 | 0 0 | 0 | Form 3 |
| 69 | NELSON JACK E Director | 2003-07-25 14:07:41 | 0 0 | 0 | Form 3 |
| 70 | MCALINDEN JOSEPH EVP and CIO | 2003-06-19 10:25:44 | 0 0 | 0 | Form 3 |
| 71 | Zerr John Secretary, Chief Legal Officer | 2014-09-08 16:29:30 | 0 0 | 0 | Form 3 |
| 72 | Connelly Jack Portfolio Manager | 2016-06-08 14:12:10 | 0 0 | 0 | Form 3 |
| 73 | ROBISON RONALD E EVP and PEO | 2003-06-17 15:47:48 | 0 0 | 0 | Form 3 |
| 74 | Troccoli Robert C Trustee | 2016-02-08 12:27:07 | 0 0 | 0 | Form 3 |
| 75 | JONES ELI Trustee | 2016-02-08 11:13:31 | 0 0 | 0 | Form 3 |
| 76 | SONNENSCHEIN HUGO Trustee | 2016-02-03 11:35:21 | 0 0 | 0 | Form 4 |
| 77 | WHALEN WAYNE W Trustee | 2015-02-25 10:14:39 | 0 0 | 0 | Form 4 |
| 78 | BAYLEY FRANK S Trustee | 2015-02-25 09:41:30 | 0 0 | 0 | Form 4 |
| 79 | BUNCH JAMES T Trustee | 2014-09-08 11:57:46 | 0 0 | 0 | Form 3 |
| 80 | FLANAGAN MARTIN L Trustee | 2014-09-08 15:09:31 | 0 0 | 0 | Form 3 |
| 81 | MATHAL-DAVIS PREMA Trustee | 2014-09-08 15:08:32 | 0 0 | 0 | Form 3 |
| 82 | O'Reilly Timothy M Portfolio Manager | 2016-06-08 15:02:14 | 0 0 | 0 | Form 3 |
| 83 | Williams Julius D Portfolio manager | 2014-09-08 14:30:10 | 0 0 | 0 | Form 3 |
| 84 | Burk Russell Senior VP, Senior Officer | 2014-09-08 18:12:03 | 0 0 | 0 | Form 3 |
| 85 | ARCH DAVID C Trustee | 2014-09-08 11:17:21 | 0 0 | 0 | Form 3 |
| 86 | Stickel Raymond Jr Trustee | 2014-09-08 13:56:12 | 0 0 | 0 | Form 3 |
| 87 | SOLL LARRY Trustee | 2014-09-08 13:31:43 | 0 0 | 0 | Form 3 |
| 88 | Wisdom Crissie AML Officer | 2014-09-08 16:00:06 | 0 0 | 0 | Form 3 |
| 89 | Byron Thomas Portfolio Manager | 2014-09-08 13:25:08 | 0 0 | 0 | Form 3 |
| 90 | Todd Spillane Chief Compliance Officer | 2014-09-08 15:55:39 | 0 0 | 0 | Form 3 |
| 91 | CROCKETT BRUCE LARMOUR Chairperson | 2014-09-08 15:43:51 | 0 0 | 0 | Form 3 |
| 92 | Morris Sheri PFO, Treasurer and VP | 2014-09-08 17:27:37 | 0 0 | 0 | Form 3 |