Andrew Tak Shing Lo
CIK 1407922 · Senior Managing Director · last filed 2026-03-03
Andrew Tak Shing Lo is a Senior Managing Director who has filed 39 SEC Form 4 insider transactions across 4 companies since 2007. The most recent filing, for XSHD, was dated Mar 3, 2026. Across all open-market trades the lifetime net is −$31.2M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $41.9M across reported positions.
"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.
$41.93M
4
39
-$31.17M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| XSHD | Senior Managing Director | 820,980 | $13.91 | $11.42M | $0 | 5 | 2026-03-03 |
| XSHQ | Senior Managing Director | 306,718 | $47.09 | $14.44M | -$11.94M | 6 | 2022-03-02 |
| SPXX | Senior Managing Director | 343,197 | $18.20 | $6.25M | -$4.16M | 3 | 2018-03-02 |
| IVZ | Senior Managing Director | 339,446 | $28.92 | $9.82M | -$15.08M | 25 | 2016-03-01 |
Recent Filings
39 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-03-03 | XSHD | Mixed | +150,267 | $0 | EDGAR |
| 2025-03-04 | XSHD | Mixed | +78,663 | $0 | EDGAR |
| 2024-03-01 | XSHD | Mixed | +121,433 | $0 | EDGAR |
| 2023-07-03 | XSHD | Grant (A) | — | $0 | EDGAR |
| 2023-03-02 | XSHD | Mixed | +143,353 | $0 | EDGAR |
| 2022-03-02 | XSHQ | Mixed | +119,772 | $0 | EDGAR |
| 2021-09-14 | XSHQ | Sell (S) | −150,000 | -$3.74M | EDGAR |
| 2021-05-12 | XSHQ | Sell (S) | −300,000 | -$8.20M | EDGAR |
| 2021-03-01 | XSHQ | Mixed | +105,557 | $0 | EDGAR |
| 2020-03-03 | XSHQ | Mixed | +86,762 | $0 | EDGAR |