| |
| |
|
| Insider
Information: |
Flanagan Martin L |
| Relationship: |
Vice President and Dir... |
| City: |
San Mateo |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
4 |
|
| Direct
Shares |
1,130,230 |
|
|
Indirect Shares
|
4,095,399 |
|
|
| Direct
Value |
$22,686,668 |
|
|
|
Indirect Value
|
$63,356,435 |
|
|
| Total
Shares |
5,225,629 |
|
|
| Total
Value |
$86,043,103 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
2
|
2
|
|
Stock
price went up :
|
2
|
0
|
| Stock
price went down : |
0
|
2
|
| |
|
|
|
Gain/Loss Ratio : |
2.0
|
-2.0
|
| Percentage
Gain/Loss : |
 157.6%
|
 -26.3%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Templeton China World Fund |
TCWAX |
Vice President |
2003-08-08 |
0 |
2003-08-08 |
0 |
Premium* |
|
|
Franklin Resources Inc |
BEN |
President and Co-CEO |
2004-12-15 |
664,146 |
2004-12-15 |
769 |
Premium* |
|
|
Invesco Plc (ADR) |
IVZ |
President & CEO, Direc... |
2023-03-01 |
452,584 |
2023-03-01 |
4,093,868 |
Premium* |
|
|
Templeton Dragon Fund Inc |
TDF |
Vice President and Dir... |
1999-01-04 |
13,500 |
2003-12-31 |
762 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
180 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 of 8
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2009-03-17 |
4 |
GD |
$0.00 |
$0 |
D/D |
10,653 |
503,465 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2009-03-17 |
4 |
GA |
$0.00 |
$0 |
I/I |
10,653 |
2,451,178 |
0 |
- |
|
| TDF |
Templeton Dragon Fund Inc |
Vice President and Director |
• • – |
1999-01-04 |
5 |
B |
$7.59 |
$94,875 |
D/D |
12,500 |
13,500 |
0 |
- |
|
| BEN |
Franklin Resources Inc |
President and Co-CEO |
• – – |
2004-12-15 |
4 |
A |
$0.00 |
$0 |
D/D |
15,625 |
664,146 |
|
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2013-02-28 |
4 |
GD |
$0.00 |
$0 |
I/I |
20,582 |
3,049,550 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2014-02-26 |
4 |
GA |
$0.00 |
$0 |
I/I |
21,605 |
2,908,103 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2014-02-26 |
4 |
GD |
$0.00 |
$0 |
D/D |
21,605 |
601,384 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2011-02-26 |
5 |
GD |
$0.00 |
$0 |
D/D |
22,994 |
1,269,819 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2011-02-26 |
5 |
GA |
$0.00 |
$0 |
I/I |
22,994 |
2,155,715 |
0 |
- |
|
| BEN |
Franklin Resources Inc |
President |
• – – |
2003-11-12 |
4 |
A |
$0.00 |
$0 |
D/D |
23,155 |
623,565 |
|
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2018-08-02 |
4 |
GA |
$0.00 |
$0 |
I/I |
27,560 |
2,101,631 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2018-08-02 |
4 |
GD |
$0.00 |
$0 |
D/D |
27,560 |
398,931 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2018-08-02 |
4 |
GA |
$0.00 |
$0 |
D/D |
27,560 |
426,491 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2018-08-02 |
4 |
GD |
$0.00 |
$0 |
I/I |
27,560 |
201,990 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2008-04-23 |
5 |
GD |
$0.00 |
$0 |
D/D |
28,025 |
488,459 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2008-04-23 |
5 |
GA |
$0.00 |
$0 |
I/I |
28,025 |
1,190,525 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2017-08-10 |
4 |
GD |
$0.00 |
$0 |
I/I |
30,910 |
229,550 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2017-08-10 |
4 |
GD |
$0.00 |
$0 |
D/D |
30,910 |
450,305 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2017-08-10 |
4 |
GA |
$0.00 |
$0 |
I/I |
30,910 |
2,066,579 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2017-08-10 |
4 |
GA |
$0.00 |
$0 |
D/D |
30,910 |
481,215 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2016-12-20 |
5 |
GA |
$0.00 |
$0 |
D/D |
33,750 |
528,146 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2016-12-20 |
5 |
GD |
$0.00 |
$0 |
I/I |
33,750 |
91,235 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2016-12-21 |
5 |
GD |
$0.00 |
$0 |
D/D |
33,750 |
494,396 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2016-12-21 |
5 |
GA |
$0.00 |
$0 |
I/I |
33,750 |
1,858,818 |
0 |
- |
|
| BEN |
Franklin Resources Inc |
President |
• – – |
2004-11-24 |
4 |
A |
$62.88 |
$2,350,014 |
D/D |
37,373 |
656,496 |
|
- |
|
180 Records found
|
|
Page 2 of 8 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
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