Andrew Tak Shing Lo
CIK 1407922 · Senior Managing Director · last filed 2026-03-03
"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
$41.93M
Companies
4
Total Filings
39
Lifetime Open-Market Net
-$31.17M
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 | 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 · Page 4 of 4
39 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2009-12-04 | IVZ | Mixed | — | -$6.4K | EDGAR |
| 2009-03-03 | IVZ | Mixed | +8,638 | $98.7K | EDGAR |
| 2009-02-03 | IVZ | Grant (A) | +29,096 | $0 | EDGAR |
| 2009-01-05 | IVZ | Conv (C) | +166,666 | $0 | EDGAR |
| 2008-09-02 | IVZ | Mixed | — | -$326.0K | EDGAR |
| 2008-05-09 | IVZ | Disp (D) | −160,000 | -$4.49M | EDGAR |
| 2008-03-03 | IVZ | Grant (A) | — | $0 | EDGAR |
| 2008-01-03 | IVZ | Conv (C) | +166,667 | $0 | EDGAR |
| 2007-12-04 | IVZ | Conv (C) | +9,265 | $0 | EDGAR |
Showing 31–39 of 39
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Page 4 of 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.