Andrew Schlossberg
CIK 1661103 · President and CEO · last filed 2026-07-07
Andrew Schlossberg is a President and CEO who has filed 31 SEC Form 4 insider transactions across 4 companies since 2016. The most recent filing shows the insider had shares withheld for taxes covering $4.2M of IVZ on Jul 7, 2026. Current disclosed insider exposure totals $57.6M across reported positions. 33 SEC filings were submitted jointly with Invesco Ltd.
"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.
$57.61M
4
31
$0
Filer Profile
SUITE 2500
ATLANTA, GA 30309
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| IVZ | President and CEO | 742,708 | $33.07 | $24.56M | $0 | 2 | 2026-07-07 |
| XSHD | President and CEO | 898,715 | $14.19 | $12.75M | $0 | 11 | 2026-03-03 |
| XSHQ | Senior Managing Director | 356,082 | $48.22 | $17.17M | $0 | 12 | 2022-03-02 |
| SPXX | Senior Managing Director | 163,595 | $19.09 | $3.12M | $0 | 6 | 2018-03-16 |
Recent Filings
31 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-07-07 | IVZ | Tax (F) | −156,007 | -$4.21M | EDGAR |
| 2026-03-03 | XSHD | Mixed | +84,632 | -$2.47M | EDGAR |
| 2025-12-12 | XSHD | Gift (G) | −18,800 | $0 | EDGAR |
| 2025-03-04 | XSHD | Mixed | +13,238 | -$802.0K | EDGAR |
| 2024-09-04 | XSHD | Mixed | +12,908 | -$184.4K | EDGAR |
| 2024-03-01 | XSHD | Mixed | +4,681 | -$592.0K | EDGAR |
| 2023-09-05 | XSHD | Mixed | +20,764 | -$271.6K | EDGAR |
| 2023-07-03 | XSHD | Grant (A) | +350,262 | $0 | EDGAR |
| 2023-03-02 | XSHD | Mixed | +79,367 | -$737.9K | EDGAR |
| 2022-12-29 | XSHD | Gift (G) | −5,405 | $0 | 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.