| |
| |
|
| 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 |
$23,580,415 |
|
|
|
Indirect Value
|
$65,568,159 |
|
|
| Total
Shares |
5,225,629 |
|
|
| Total
Value |
$89,148,574 |
|
|
|
|
|
|
|
|
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 1 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 & CEOOfficer |
• • – |
2007-07-18 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
3,006,850 |
|
- |
|
| TDF |
Templeton Dragon Fund Inc |
Vice President and Director |
• • – |
2003-12-31 |
5 |
A |
$0.00 |
$0 |
I/I |
0 |
762 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2010-05-04 |
4 |
A |
$22.91 |
$183 |
I/I |
8 |
8 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2012-05-01 |
4 |
S |
$25.20 |
$202 |
I/I |
(8) |
0 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2011-05-12 |
4 |
A |
$25.13 |
$503 |
I/I |
20 |
420 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2011-05-25 |
4 |
GD |
$0.00 |
$0 |
I/I |
20 |
400 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2010-02-01 |
4 |
B |
$19.98 |
$999 |
I/I |
50 |
450 |
2.58 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2010-02-01 |
4 |
GD |
$0.00 |
$0 |
I/I |
50 |
400 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2016-08-24 |
5 |
GA |
$0.00 |
$0 |
D/D |
87 |
494,483 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2016-08-24 |
5 |
GD |
$0.00 |
$0 |
I/I |
87 |
752,763 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2007-12-04 |
4 |
B |
$27.02 |
$2,702 |
D/D |
100 |
1,503,525 |
2.73 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2007-12-19 |
5 |
B |
$29.46 |
$5,597 |
I/I |
190 |
0 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2008-02-13 |
5 |
GD |
$0.00 |
$0 |
I/I |
190 |
400 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2009-02-13 |
4 |
GA |
$0.00 |
$0 |
I/I |
1,249 |
1,191,774 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2009-02-13 |
4 |
GD |
$0.00 |
$0 |
D/D |
1,249 |
1,762,869 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2020-09-02 |
4 |
B |
$10.24 |
$43,080 |
I/I |
4,207 |
519,507 |
2.66 |
% |
|
| BEN |
Franklin Resources Inc |
President |
• – – |
2003-10-01 |
4 |
S |
$44.20 |
$186,922 |
D/D |
(4,229) |
600,410 |
|
- |
|
| BEN |
Franklin Resources Inc |
President |
• – – |
2004-10-01 |
4 |
S |
$55.55 |
$246,753 |
D/D |
(4,442) |
619,123 |
|
- |
|
| TCWAX |
Templeton China World Fun... |
officerTitle |
• – – |
2003-08-08 |
4 |
D |
$13.75 |
$85,855 |
I/I |
(6,244) |
0 |
|
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2009-02-27 |
4 |
D |
$11.43 |
$89,828 |
D/D |
(7,859) |
2,955,043 |
0 |
- |
|
| BEN |
Franklin Resources Inc |
President and Co-CEO |
• – – |
2004-12-15 |
4 |
S |
$68.07 |
$542,858 |
D/D |
(7,975) |
648,521 |
|
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2015-12-21 |
5 |
GA |
$0.00 |
$0 |
D/D |
9,015 |
503,667 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2015-12-21 |
5 |
GD |
$0.00 |
$0 |
I/I |
9,015 |
931,220 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2015-12-23 |
5 |
GD |
$0.00 |
$0 |
D/D |
9,015 |
494,652 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2015-12-23 |
5 |
GA |
$0.00 |
$0 |
I/I |
9,015 |
2,257,056 |
0 |
- |
|
180 Records found
|
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Page 1 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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