MARTIN L FLANAGAN
CIK 1010267 · President & CEO · last filed 2023-03-02
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
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Disclosed Exposure
$125.65M
Companies
4
Total Filings
43
Lifetime Open-Market Net
-$46.71M
Holdings By Company
Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| XSHD | President & CEO | 896,712 | $14.27 | $12.80M | -$4.05M | 1 | 2023-03-02 |
| XSHQ | President & CEO | 1,175,528 | $47.20 | $55.48M | -$701.2K | 13 | 2022-03-02 |
| SPXX | President & CEO | 399,331 | $18.36 | $7.33M | -$14.01M | 5 | 2018-03-16 |
| IVZ | President & CEO | 1,679,100 | $29.80 | $50.04M | -$27.95M | 24 | 2016-03-01 |
Recent Filings · Page 4 of 5
43 filingsInsider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2012-03-01 | IVZ | Mixed | +131,003 | -$3.03M | EDGAR |
| 2011-06-03 | IVZ | Gift (G) | −20 | $0 | EDGAR |
| 2011-05-16 | IVZ | L | +20 | $503 | EDGAR |
| 2011-03-02 | IVZ | Mixed | +260,024 | -$1.37M | EDGAR |
| 2010-05-20 | IVZ | L | +8 | $183 | EDGAR |
| 2010-03-02 | IVZ | Grant (A) | +332,066 | $0 | EDGAR |
| 2010-02-02 | IVZ | Mixed | — | $999 | EDGAR |
| 2009-09-24 | IVZ | Gift (G) | — | $0 | EDGAR |
| 2009-03-03 | IVZ | Mixed | +338,159 | -$89.8K | EDGAR |
| 2009-02-11 | IVZ | Sell (S) | −312,500 | -$3.99M | EDGAR |
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.