MarketPeel
Insider Trading Intelligence
CM

Colin Meadows

IVZ
SENIOR MANAGING DIRECTOR · INVESCO LTD. · CIK 0001387952
FILING MIX · LIFETIME44%/56%
BUYS
4
SELLS
5
TOTAL VALUE
$8.67M
COMPANIES
1
ACTIVE SINCE
Feb 2020
HOLDINGS NOW
135,937
AVG SELL PX
$25.49
TRADE KIND
SHOWING 9 / 9
Trades · vs SPY
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Performance · forward returns vs SPY
2 backtested trades · 8 horizons
Forward-return performance of every backtestable P/S trade by Colin Meadows, 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
7d2+50.00%-0.35%-0.99%+0.64%+0.64%
14d2+100.00%-4.73%-0.55%-4.18%-4.18%
30d2+50.00%-5.08%-1.44%-3.65%-3.65%
60d2+100.00%-8.68%+2.79%-11.47%-11.47%
90d2+100.00%-13.68%+1.65%-15.33%-15.33%
180d2+100.00%-15.17%+0.29%-15.46%-15.46%
1y2+100.00%-35.20%-9.72%-25.48%-25.48%
2y2+100.00%-41.54%-1.63%-39.92%-39.92%
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 · 135,937 shares · as of Nov 4, 2021
098,618197,237295,855394,4732021SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
2020
2020
2021
2021
2021
2021
FLOW · 4 buys / 5 sellsCOVERAGE · 8 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILED
IVZ
INVESCO LTD.
SALE
Senior Managing Director
47,210$25.84$1.22M135,937Nov 4, 2021Nov 10, 2021
IVZ
INVESCO LTD.
SALE
Senior Managing Director
47,210$25.84$1.22M135,937Nov 4, 2021Nov 8, 2021
IVZ
INVESCO LTD.
SALE
Senior Managing Director
170,488$28.28$4.82M183,147May 7, 2021May 10, 2021
IVZ
INVESCO LTD.
PURCHASEGRANT
Stock grant
37,091358,578Feb 28, 2021Mar 1, 2021
IVZ
INVESCO LTD.
SALE
Senior Managing Director
40,838$22.42$915.6K353,635Feb 28, 2021Mar 1, 2021
IVZ
INVESCO LTD.
PURCHASEGRANT
Stock grant
35,895394,473Feb 28, 2021Mar 1, 2021
IVZ
INVESCO LTD.
PURCHASEGRANT
Stock grant
27,958356,048Feb 28, 2020Mar 3, 2020
IVZ
INVESCO LTD.
SALE
Senior Managing Director
34,561$14.40$497.7K321,487Feb 28, 2020Mar 3, 2020
IVZ
INVESCO LTD.
PURCHASEGRANT
Stock grant
80,208328,090Feb 28, 2020Mar 3, 2020
Other insiders · IVZ
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About this filer
CIK 0001387952
ROLE
Senior Managing Director
PRIMARY
IVZ
COMPANIES
1
ACTIVE SINCE
Feb 2020
MARKETPEEL · /INSIDER/0001387952DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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