People: Invesco Municipal Opportunity Trust (VMO)

VMO on New York Consolidated

14.13USD
23 May 2013
Price Change (% chg)

$0.00 (+0.00%)
Prev Close
$14.13
Open
$14.15
Day's High
$14.19
Day's Low
$14.07
Volume
111,802
Avg. Vol
186,620
52-wk High
$15.89
52-wk Low
$13.55

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Summary

Name Age Since Current Position

Sheri Morris

 48 2010 Principal Financial Officer, Vice President, Treasurer

John Zerr

 50 2010 Senior Vice President, Secretary, Chief Legal Officer

Russell Burk

 54 2010 Senior Vice President and Senior Officer

Valinda Arnett-Patton

 53 2011 Chief Compliance Officer

Karen Kelley

 52 2010 Vice President

Yinka Akinsola

 35 2011 Anti-Money Laundering Compliance Officer

David Arch

 67 Independent Trustee

Jerry Choate

 75 Independent Trustee

Linda Heagy

 64 Independent Trustee

R. Craig Kennedy

 60 Independent Trustee

Colin Meadows

 42 2010 Trustee

Hugo Sonnenschein

 71 Independent Trustee

Wayne Whalen

 73 Trustee

Suzanne Woolsey

 72 Independent Trustee
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Biographies

Name Description

Sheri Morris

 Ms. Sheri Morris is Principal Financial Officer, Vice President, Treasurer of Invesco Van Kampen Municipal Opportunity Trust. She served as Vice President, Treasurer and Principal Financial Officer, The Invesco Funds; and Vice President, Invesco Advisers, Inc. (formerly known as Invesco Institutional (N.A.), Inc.) (registered investment adviser). Formerly: Vice President, Invesco Advisers, Inc., Invesco Aim Capital Management, Inc. and Invesco Aim Private Asset Management, Inc.; Assistant Vice President and Assistant Treasurer, The Invesco Funds and Assistant Vice President, Invesco Advisers, Inc., Invesco Aim Capital Management, Inc. and Invesco Aim Private Asset Management, Inc.

John Zerr

 Mr. John M. Zerr is Senior Vice President, Secretary, Chief Legal Officer of Invesco Van Kampen Municipal Opportunity Trust. He served as Director, Senior Vice President, Secretary and General Counsel, Invesco Management Group, Inc. (formerly known as Invesco Aim Management Group, Inc.) and Van Kampen Exchange Corp.; Senior Vice President, Invesco Advisers, Inc. (formerly known as Invesco Institutional (N.A.), Inc.) (registered investment adviser); Senior Vice President and Secretary, Invesco Distributors, Inc. (formerly known as Invesco Aim Distributors, Inc.); Director, Vice President and Secretary, Invesco Investment Services, Inc. (formerly known as Invesco Aim Investment Services, Inc.) and IVZ Distributors, Inc. (formerly known as INVESCO Distributors, Inc.); Director and Vice President, INVESCO Funds Group, Inc.; Senior Vice President, Chief Legal Officer and Secretary, The Invesco Funds; Manager, Invesco PowerShares Capital Management LLC; Director, Secretary and General Counsel, Invesco Investment Advisers LLC (formerly known as Van Kampen Asset Management); Secretary and General Counsel, Van Kampen Funds Inc. and Chief Legal Officer, PowerShares Exchange-Traded Fund Trust, PowerShares Exchange-Traded Fund Trust II, PowerShares India Exchange-Traded Fund Trust and PowerShares Actively Managed Exchange-Traded Fund Trust.

Russell Burk

 Mr. Russell C. Burk is Senior Vice President and Senior Officer of Invesco Van Kampen Municipal Opportunity Trust. He is also Senior Vice President and Senior Officer, The Invesco Funds.

Valinda Arnett-Patton

 Ms. Valinda Arnett-Patton is Chief Compliance Officer of Invesco Van Kampen Municipal Opportunity Trust. She serves as Chief Compliance Officer, Invesco Van Kampen Closed-End Funds. Formerly: Compliance Director, Invesco Fixed Income, Invesco; Deputy Compliance Officer, AIG Sun America Asset Management Corp.

Karen Kelley

 Ms. Karen Dunn Kelley is Vice President of Invesco Van Kampen Municipal Opportunity Trust. She served as Head of Invesco’s World Wide Fixed Income and Cash Management Group; Senior Vice President, Invesco Advisers, Inc. (formerly known as Invesco Institutional (N.A.), Inc.) (registered investment adviser); Executive Vice President, Invesco Distributors, Inc. (formerly known as Invesco Aim Distributors, Inc.); Senior Vice President, Invesco Management Group, Inc. (formerly known as Invesco Aim Management Group, Inc.); and Director, Invesco Mortgage Capital Inc.; Vice President, The Invesco Funds (other than AIM Treasurer’s Series Trust (Invesco Treasurer’s Series Trust) and Short-Term Investments Trust); and President and Principal Executive Officer, The Invesco Funds (AIM Treasurer’s Series Trust (Invesco Treasurer’s Series Trust) and Short-Term Investments Trust only).

Yinka Akinsola

 Mr. Yinka Akinsola is Anti-Money Laundering Compliance Officer of Invesco Van Kampen Municipal Opportunity Trust. He serves as Anti-Money Laundering Compliance Officer, Invesco Advisers, Inc. (formerly known as Invesco Institutional (N.A.), Inc.) (registered investment adviser); Invesco Distributors, Inc. (formerly known as Invesco Aim Distributors, Inc.), Invesco Investment Services, Inc. (formerly known as Invesco Aim Investment Services, Inc.), Invesco Management Group, Inc., The Invesco Funds, Invesco Van Kampen Closed-End Funds, Van Kampen Exchange Corp. and Van Kampen Funds Inc.

David Arch

 Mr. David C. Arch is Independent Trustee of Invesco Van Kampen Municipal Opportunity Trust. Mr. Arch was the Chairman and Chief Executive Officer of Blistex, Inc., a consumer health care products manufacturer. Mr. Arch is a member of the Heartland Alliance Advisory Board, a nonprofit organization serving human needs based in Chicago and member of the Board of the Illinois Manufacturers’ Association. Mr. Arch is also a member of the Board of Visitors, Institute for the Humanities, University of Michigan. From 1984 to 2010, Mr. Arch served as Director or Trustee of investment companies in the Van Kampen Funds complex.

Jerry Choate

 Mr. Jerry D. Choate is Independent Trustee of Invesco Van Kampen Municipal Opportunity Trust. From 1995 to 1999, Chairman and Chief Executive Officer of the Allstate Corporation (“Allstate”) and Allstate Insurance Company. From 1994 to 1995, President and Chief Executive Officer of Allstate. Prior to 1994, various management positions at Allstate. He is Trustee/Managing General Partner of funds in the Fund Complex. Director since 1998 and member of the governance and nominating committee, executive committee, compensation and management development committee and equity award committee, of Amgen Inc., a biotechnological company. Director since 1999 and member of the nominating and governance committee and compensation and executive committee, of Valero Energy Corporation, a crude oil refining and marketing company. Previously, from 2006 to 2007, Director and member of the compensation committee and audit committee, of H&R Block, a tax preparation services company.

Linda Heagy

 Ms. Linda Hutton Heagy is Independent Trustee of Invesco Van Kampen Municipal Opportunity Trust. Prior to June 2008, Managing Partner of Heidrick & Struggles, global executive search firm, and from 2001-2004, Regional Managing Director of U.S. operations at Heidrick & Struggles. Prior to 1997, Managing Partner of Ray & Berndtson, Inc., an executive recruiting firm. Prior to 1995, Executive Vice President of ABN AMRO, N.A., a bank holding company, with oversight for treasury management operations including all non-credit product pricing. Prior to 1990, experience includes Executive Vice President of The Exchange National Bank with oversight of treasury management including capital markets operations, Vice President of Northern Trust Company and an Associate at Price Waterhouse. She is Trustee/Managing General Partner of funds in the Fund Complex. Prior to 2010, Trustee on the University of Chicago Medical Center Board, Vice Chair of the Board of the YMCA of Metropolitan Chicago and a member of the Women’s Board of the University of Chicago.

R. Craig Kennedy

 Mr. R. Craig Kennedy is Independent Trustee of Invesco Van Kampen Municipal Opportunity Trust. He is Director and President of the German Marshall Fund of the United States, an independent U.S. foundation created to deepen understanding, promote collaboration and stimulate exchanges of practical experience between Americans and Europeans. Formerly, advisor to the Dennis Trading Group Inc., a managed futures and option company that invests money for individuals and institutions. Prior to 1992, President and Chief Executive Officer, Director and member of the Investment Committee of the Joyce Foundation, a private foundation. He is Trustee/Managing General Partner of funds in the Fund Complex. Director of First Solar, Inc.

Colin Meadows

 Mr. Colin D. Meadows is Trustee of Invesco Van Kampen Municipal Opportunity Trust. He is Chief Administrative Officer of Invesco Advisers, Inc. He is Chief Administrative Officer of Invesco Advisers, Inc. since 2006. Prior to 2006, Senior Vice President of business development and mergers and acquisitions at GE Consumer Finance. Prior to 2005, Senior Vice President of strategic planning and technology at Wells Fargo Bank. From 1996 to 2003, associate principal with McKinsey & Company, focusing on the financial services and venture capital industries, with emphasis in the banking and asset management sectors.

Hugo Sonnenschein

 Mr. Hugo F. Sonnenschein is Independent Trustee of Invesco Van Kampen Municipal Opportunity Trust. Mr. Sonnenschein is the Distinguished Service Professor and President Emeritus of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. Until July 2000, Mr. Sonnenschein served as President of the University of Chicago. Mr. Sonnenschein is a Trustee of the University of Rochester and a member of its investment committee. He is also a member of the National Academy of Sciences and the American Philosophical Society, and a Fellow of the American Academy of Arts and Sciences. From 1994 to 2010, Mr. Sonnenschein served as Director or Trustee of investment companies in the Van Kampen Funds complex.

Wayne Whalen

 Mr. Wayne W. Whalen is Trustee of Invesco Van Kampen Municipal Opportunity Trust. He is Of Counsel, and prior to 2010, partner in the law firm of Skadden, Arps, Slate, Meagher & Flom LLP, legal counsel to funds in the Fund Complex. He is Trustee/Managing General Partner of funds in the Fund Complex. Director of the Abraham Lincoln Presidential Library Foundation.

Suzanne Woolsey

 Dr. Suzanne H. Woolsey Ph.D., is Independent Trustee of Invesco Van Kampen Municipal Opportunity Trust. She is Chief Communications Officer of the National Academy of Sciences and Engineering and Institute of Medicine/National Research Council, an independent, federally chartered policy institution, from 2001 to November 2003 and Chief Operating Officer from 1993 to 2001. Executive Director of the Commission on Behavioral and Social Sciences and Education at the National Academy of Sciences/National Research Council from 1989 to 1993. She isTrustee/Managing General Partner of funds in the Fund Complex. Independent Director and audit committee chairperson of Changing World Technologies, Inc., an energy manufacturing company, since July 2008. Independent Director and member of audit and governance committees of Fluor Corp., a global engineering, construction and management company, since January 2004. Director of Intelligent Medical Devices, Inc., a private company which develops symptom-based diagnostic tools for viral respiratory infections. Advisory Board member of ExactCost LLC, a private company providing activity-based costing for hospitals, laboratories, clinics, and physicians, since 2008. Chairperson of the Board of Trustees of the Institute for Defense Analyses, a federally funded research and development center, since 2000. Trustee from 1992 to 2000 and 2002 to present, current chairperson of the finance committee, current member of the audit committee, strategic growth committee and executive committee, and former Chairperson of the Board of Trustees (from 1997 to 1999), of the German Marshall Fund of the United States, a public foundation. Lead Independent Trustee of the Rocky Mountain Institute, a non-profit energy and environmental institute; Trustee since 2004. Chairperson of the Board of Trustees of the Colorado College; Trustee since 1995. Trustee of California Institute of Technology.

Insider Trading

Name Shares Traded Price

WOOLSEY SUZANNE H

 360 $13.88

DAMMEYER RODNEY F

 11,267 $15.10

DAMMEYER RODNEY F

 21,948 $15.06

DAMMEYER RODNEY F

 14,252 $15.11

DAMMEYER RODNEY F

 11,650 $15.12

DAMMEYER RODNEY F

 7,495 $15.14

DAMMEYER RODNEY F

 32,538 $15.40

DAMMEYER RODNEY F

 18,065 $0.00

DAMMEYER RODNEY F

 195,779 $0.00

CHOATE JERRY D

 2,464 $0.99

SONNENSCHEIN HUGO F

 595 $0.88

WHALEN WAYNE W

 990 $0.99

KENNEDY R CRAIG

 49 $0.99

ARCH DAVID C

 888 $0.88

HEAGY LINDA HUTTON

 88 $0.88

ARCH DAVID C

 296 $0.99

WHALEN WAYNE W

 485 $0.88

CHOATE JERRY D

 2,370 $0.88

BANK OF AMERICA CORP

 353 $0.00

DAMMEYER RODNEY F

 32,804 $14.98

DAMMEYER RODNEY F

 9,145 $15.05

BANK OF AMERICA CORP

 155 $13.67

BANK OF AMERICA CORP

 155 $13.69

BANK OF AMERICA CORP

 500 $13.42

BANK OF AMERICA CORP

 100 $13.44
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