Philip Taylor

CIK 1388310 · Senior Managing Director · last filed 2019-03-21

"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

$25.23M

Companies

3

Total Filings

47

Lifetime Open-Market Net

-$19.80M

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
XSHQ Senior Managing Director 270,899 $47.20 $12.79M $0 3 2019-03-21
SPXX Senior Managing Director 210,678 $18.36 $3.87M -$6.33M 8 2018-03-22
IVZ Senior Managing Director 287,751 $29.80 $8.57M -$13.47M 36 2016-03-24

Recent Filings · Page 4 of 5

47 filings
Insider 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
2010-12-17 IVZ Mixed +29,429 -$577.1K EDGAR
2010-03-02 IVZ Mixed +24,554 -$416.8K EDGAR
2010-03-01 IVZ Mixed -$3.26M EDGAR
2010-01-15 IVZ Tax (F) −7,942 -$90.8K EDGAR
2009-12-17 IVZ Mixed +4,542 -$85.8K EDGAR
2009-11-20 IVZ Exer (X) +12,500 $277.2K EDGAR
2009-08-21 IVZ Exer (X) +2,500 $45.0K EDGAR
2009-03-03 IVZ Mixed +7,942 $90.8K EDGAR
2009-02-06 IVZ Mixed +130,097 -$468.8K EDGAR
2009-01-05 IVZ Tax (F) −2,898 -$41.8K EDGAR
Showing 3140 of 47
Page 4 of 5
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.