Loren M Starr
CIK 1217495 · SMD & CFO · last filed 2026-08-18
"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.
Charts
Trading activity, where the exposure sits, and each trade against the stock price.
IVZ price and trades
Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.
Shares held
Shares owned after each reported transaction on this company (direct holdings as reported).
Open-market buying and selling
by monthDollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.
Exposure by company
latestMost recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.
Filer Profile
1001 U.S. HIGHWAY ONE NORTH, SUITE 702
JUPITER, FL 33477
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| AMG | Director | 2,653 | $395.47 | $1.05M | $0 | 2 | 2026-08-18 |
| MGRE | Director | 1,937 | $21.24 | $41.1K | $0 | 6 | 2026-03-09 |
| MGRD | Director | — | $13.79 | — | $0 | 2 | 2024-02-07 |
| XSHQ | SMD & CFO | 654,755 | $46.15 | $30.22M | $0 | 6 | 2020-07-13 |
| IVR | Director | 274 | $5.47 | $1.5K | $0 | 1 | 2020-07-02 |
| SPXX | SMD & CFO | 481,849 | $18.62 | $8.97M | $0 | 4 | 2018-03-02 |
| IVZ | SMD & CFO | 452,229 | $28.84 | $13.04M | -$3.41M | 22 | 2016-03-01 |
Recent Filings · Page 4 of 5
45 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2013-02-05 | IVZ | Sell (S) | −126,000 | -$3.41M | EDGAR |
| 2012-03-01 | IVZ | Mixed | +56,783 | -$212.7K | EDGAR |
| 2012-02-28 | IVZ | Tax (F) | −19,400 | -$481.5K | EDGAR |
| 2011-03-02 | IVZ | Mixed | +65,359 | -$400.7K | EDGAR |
| 2011-03-01 | IVZ | Tax (F) | −19,415 | -$512.6K | EDGAR |
| 2010-03-02 | IVZ | Mixed | +71,172 | -$291.0K | EDGAR |
| 2009-09-30 | IVZ | Tax (F) | −44,953 | -$530.0K | EDGAR |
| 2009-03-03 | IVZ | Mixed | +92,718 | -$70.2K | EDGAR |
| 2009-02-03 | IVZ | Mixed | +77,500 | -$560.0K | EDGAR |
| 2009-01-05 | IVZ | Tax (F) | −14,150 | -$204.3K | EDGAR |
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.