| |
| |
|
| 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 |
$23,347,386 |
|
|
|
Indirect Value
|
$60,082,525 |
|
|
| Total
Shares |
5,225,629 |
|
|
| Total
Value |
$83,429,910 |
|
|
|
|
|
|
|
|
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* |
|
|
|
|
|
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|
Records found :
25 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| 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 |
• • – |
2023-03-01 |
4 |
S |
$17.43 |
$4,050,959 |
D/D |
(232,413) |
452,584 |
0 |
% |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2023-02-28 |
4 |
D |
$17.66 |
$2,663,057 |
D/D |
(150,796) |
684,997 |
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 |
• • – |
2022-03-01 |
4 |
S |
$19.51 |
$3,701,203 |
D/D |
(189,708) |
487,825 |
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 |
• • – |
2022-02-28 |
4 |
D |
$21.24 |
$2,614,368 |
D/D |
(123,087) |
677,533 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2021-05-13 |
4 |
GD |
$0.00 |
$0 |
D/D |
193,675 |
453,593 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2021-05-13 |
4 |
GA |
$0.00 |
$0 |
I/I |
193,675 |
3,116,184 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2021-02-28 |
4 |
D |
$22.42 |
$2,817,342 |
D/D |
(125,662) |
647,268 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2021-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
262,669 |
772,930 |
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 |
• • – |
2020-12-18 |
4 |
GD |
$0.00 |
$0 |
D/D |
79,990 |
510,261 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2020-12-18 |
4 |
GA |
$0.00 |
$0 |
I/I |
79,990 |
1,439,563 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2020-12-17 |
4 |
GA |
$0.00 |
$0 |
D/D |
79,990 |
590,251 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2020-12-17 |
4 |
GD |
$0.00 |
$0 |
I/I |
79,990 |
457,777 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2020-09-02 |
4 |
B |
$10.24 |
$43,080 |
I/I |
4,207 |
519,507 |
2.66 |
% |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2020-09-01 |
4 |
B |
$10.19 |
$2,956,909 |
I/I |
290,300 |
515,300 |
2.66 |
% |
|
| 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 |
• • – |
2020-08-20 |
4 |
GD |
$0.00 |
$0 |
I/I |
1,837,309 |
1,359,573 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2020-08-20 |
4 |
GA |
$0.00 |
$0 |
I/I |
1,837,309 |
1,482,946 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2020-08-03 |
4 |
GD |
$0.00 |
$0 |
I/I |
131,190 |
0 |
0 |
- |
|
| IVZ |
Invesco Plc (ADR) |
President & CEO |
• • – |
2020-08-03 |
4 |
GA |
$0.00 |
$0 |
D/D |
131,190 |
641,451 |
0 |
- |
|
25 Records found
|
1
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Page 1 of 1 |
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Free Registration Required For Full Results. Limit: 25
|
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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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