| |
| |
|
| 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 |
$22,377,867 |
|
|
|
Indirect Value
|
$62,905,809 |
|
|
| Total
Shares |
5,225,629 |
|
|
| Total
Value |
$85,283,676 |
|
|
|
|
|
|
|
|
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 7 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 |
• • – |
2009-09-09 |
5 |
GA |
$0.00 |
$0 |
I/I |
312,500 |
2,027,706 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2009-09-09 |
5 |
GD |
$0.00 |
$0 |
D/D |
312,500 |
1,397,828 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2010-02-26 |
4 |
A |
$0.00 |
$0 |
D/D |
332,066 |
835,532 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2009-02-27 |
4 |
A |
$0.00 |
$0 |
D/D |
346,018 |
2,962,902 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2022-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
347,027 |
800,620 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2023-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
347,968 |
835,793 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2020-08-20 |
4 |
GA |
$0.00 |
$0 |
D/D |
354,363 |
864,624 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2020-08-20 |
4 |
GD |
$0.00 |
$0 |
D/D |
354,363 |
510,261 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2020-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
377,226 |
789,651 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2013-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
490,532 |
918,353 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2007-09-14 |
5 |
GA |
$0.00 |
$0 |
I/I |
625,000 |
1,190,525 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2007-09-14 |
5 |
GD |
$0.00 |
$0 |
D/D |
625,000 |
488,459 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2015-08-18 |
5 |
GA |
$0.00 |
$0 |
D/D |
806,235 |
1,300,887 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2015-08-18 |
5 |
GD |
$0.00 |
$0 |
I/I |
806,235 |
2,248,041 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2015-08-20 |
5 |
GD |
$0.00 |
$0 |
D/D |
806,235 |
494,652 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2015-08-20 |
5 |
GA |
$0.00 |
$0 |
I/I |
806,235 |
940,235 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2009-02-06 |
5 |
GD |
$0.00 |
$0 |
D/D |
1,202,500 |
1,710,328 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2009-02-06 |
5 |
GA |
$0.00 |
$0 |
I/I |
1,202,500 |
1,715,206 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2009-02-19 |
4 |
GA |
$0.00 |
$0 |
I/I |
1,248,751 |
2,440,525 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2009-02-19 |
4 |
GD |
$0.00 |
$0 |
D/D |
1,248,751 |
514,118 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2009-01-30 |
4 |
A |
$0.00 |
$0 |
D/D |
1,250,000 |
2,929,384 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2021-01-15 |
4 |
GA |
$0.00 |
$0 |
I/I |
1,482,946 |
2,922,509 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2021-01-15 |
4 |
GD |
$0.00 |
$0 |
D/D |
1,482,946 |
510,261 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2021-01-15 |
4 |
A |
$19.83 |
$29,399,404 |
D/D |
1,482,946 |
1,993,207 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2007-12-04 |
5 |
A |
$0.00 |
$0 |
D/D |
1,503,425 |
1,503,525 |
0 |
- |
|
180 Records found
|
|
Page 7 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 |
| |
|
|
|
|
|
