MarketPeel
Insider Trading Intelligence
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MF

Martin L. Flanagan

IVZ
PRESIDENT & CEO · INVESCO LTD. · CIK 0001010267
FILING MIX · LIFETIME57%/43%
BUYS
21
SELLS
16
TOTAL VALUE
$50.06M
COMPANIES
1
ACTIVE SINCE
Feb 2020
HOLDINGS NOW
452,584
AVG SELL PX
$18.64
TRADE KIND
SHOWING 37 / 37
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
4 backtested trades · 8 horizons
Forward-return performance of every backtestable P/S trade by Martin L. Flanagan, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d4+100.00%+0.71%-3.16%+3.87%+3.51%—
14d4+75.00%+0.05%-2.77%+2.82%+5.39%—
30d4+75.00%+8.13%-0.21%+8.35%+13.08%—
60d4+100.00%+11.14%-3.14%+14.28%+15.63%—
90d4+100.00%+25.32%+2.25%+23.06%+28.27%—
180d4+100.00%+64.96%+7.14%+57.81%+60.30%—
1y4+100.00%+69.97%+20.65%+49.32%+57.71%—
2y4+100.00%+28.63%+26.32%+2.31%+4.50%—
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
IVZ · 452,584 shares · as of Mar 1, 2023
0779,0461,558,0922,337,1383,116,184202120222023SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2020
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
FLOW · 21 buys / 16 sellsCOVERAGE · 13 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
IVZ
INVESCO LTD.
SALE
President & CEO
232,413$17.43$4.05M452,584Mar 1, 2023Mar 2, 2023 ↗View →
IVZ
INVESCO LTD.
SALE
President & CEO
150,796$17.66$2.66M684,997Feb 28, 2023Mar 2, 2023 ↗View →
IVZ
INVESCO LTD.
PURCHASEGRANT
Stock grant
186,089——835,793Feb 28, 2023Mar 2, 2023 ↗View →
IVZ
INVESCO LTD.
PURCHASEGRANT
Stock grant
161,879——649,704Feb 28, 2023Mar 2, 2023 ↗View →
IVZ
INVESCO LTD.
SALE
President & CEO
189,708$19.51$3.70M487,825Mar 1, 2022Mar 2, 2022 ↗View →
IVZ
INVESCO LTD.
PURCHASEGRANT
Stock grant
211,864——665,457Feb 28, 2022Mar 2, 2022 ↗View →
IVZ
INVESCO LTD.
PURCHASEGRANT
Stock grant
135,163——800,620Feb 28, 2022Mar 2, 2022 ↗View →
IVZ
INVESCO LTD.
SALE
President & CEO
123,087$21.24$2.61M677,533Feb 28, 2022Mar 2, 2022 ↗View →
IVZ
INVESCO LTD.
SALEGRANT
Gift
193,675——453,593May 13, 2021Jun 17, 2021 ↗View →
IVZ
INVESCO LTD.
PURCHASEGRANT
Gift
193,675——3,116,184May 13, 2021Jun 17, 2021 ↗View →
IVZ
INVESCO LTD.
SALE
President & CEO
125,662$22.42$2.82M647,268Feb 28, 2021Mar 2, 2021 ↗View →
IVZ
INVESCO LTD.
PURCHASEGRANT
Stock grant
128,760——639,021Feb 28, 2021Mar 2, 2021 ↗View →
IVZ
INVESCO LTD.
PURCHASEGRANT
Stock grant
133,909——772,930Feb 28, 2021Mar 2, 2021 ↗View →
IVZ
INVESCO LTD.
PURCHASE
President & CEO
1,482,946$19.83$29.40M1,993,207Jan 15, 2021Jan 20, 2021 ↗View →
IVZ
INVESCO LTD.
PURCHASEGRANT
Gift
1,482,946——2,922,509Jan 15, 2021Jan 20, 2021 ↗View →
IVZ
INVESCO LTD.
SALEGRANT
Gift
1,482,946——510,261Jan 15, 2021Jan 20, 2021 ↗View →
IVZ
INVESCO LTD.
PURCHASEGRANT
Gift
79,990——1,439,563Dec 18, 2020Jan 20, 2021 ↗View →
IVZ
INVESCO LTD.
SALEGRANT
Gift
79,990——510,261Dec 18, 2020Jan 20, 2021 ↗View →
IVZ
INVESCO LTD.
PURCHASEGRANT
Gift
79,990——590,251Dec 17, 2020Jan 20, 2021 ↗View →
IVZ
INVESCO LTD.
SALEGRANT
Gift
79,990——457,777Dec 17, 2020Jan 20, 2021 ↗View →
IVZ
INVESCO LTD.
PURCHASE
President & CEO
4,207$10.24$43.1K519,507Sep 2, 2020Sep 2, 2020 ↗View →
IVZ
INVESCO LTD.
PURCHASE
President & CEO
290,300$10.19$2.96M515,300Sep 1, 2020Sep 2, 2020 ↗View →
IVZ
INVESCO LTD.
SALEGRANT
Gift
354,363——0Aug 20, 2020Sep 9, 2020 ↗View →
IVZ
INVESCO LTD.
PURCHASEGRANT
Gift
354,363——2,842,519Aug 20, 2020Sep 9, 2020 ↗View →
IVZ
INVESCO LTD.
PURCHASEGRANT
Gift
354,363——864,624Aug 20, 2020Sep 9, 2020 ↗View →
IVZ
INVESCO LTD.
SALEGRANT
Gift
354,363——510,261Aug 20, 2020Sep 9, 2020 ↗View →
IVZ
INVESCO LTD.
PURCHASEGRANT
Gift
1,482,946——1,482,946Aug 20, 2020Sep 9, 2020 ↗View →
IVZ
INVESCO LTD.
SALEGRANT
Gift
1,482,946——1,359,573Aug 20, 2020Sep 9, 2020 ↗View →
IVZ
INVESCO LTD.
SALEGRANT
Gift
131,190——0Aug 3, 2020Sep 9, 2020 ↗View →
IVZ
INVESCO LTD.
PURCHASEGRANT
Gift
131,190——641,451Aug 3, 2020Sep 9, 2020 ↗View →
IVZ
INVESCO LTD.
SALEGRANT
Gift
131,190——510,261Aug 3, 2020Sep 9, 2020 ↗View →
IVZ
INVESCO LTD.
PURCHASEGRANT
Gift
131,190——2,488,156Aug 3, 2020Sep 9, 2020 ↗View →
IVZ
INVESCO LTD.
SALEGRANT
Gift
153,382——510,261Mar 30, 2020May 4, 2020 ↗View →
IVZ
INVESCO LTD.
PURCHASEGRANT
Gift
153,382——2,356,966Mar 30, 2020May 4, 2020 ↗View →
IVZ
INVESCO LTD.
PURCHASEGRANT
Stock grant
107,921——789,651Feb 28, 2020Mar 3, 2020 ↗View →
IVZ
INVESCO LTD.
SALE
President & CEO
126,008$14.40$1.81M663,643Feb 28, 2020Mar 3, 2020 ↗View →
IVZ
INVESCO LTD.
PURCHASEGRANT
Stock grant
269,305——681,730Feb 28, 2020Mar 3, 2020 ↗View →
Other insiders · IVZ
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About this filer
CIK 0001010267
ROLE
President & CEO
PRIMARY
IVZ
COMPANIES
1
ACTIVE SINCE
Feb 2020
MARKETPEEL · /INSIDER/0001010267DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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