Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Invesco Ltd. | 654,755 | reported | 09 Jul 2020 | tx 82+1,239,159−852,650 |
| JANUS CAPITAL GROUP INC | 214,696 | reported | 31 Mar 2004 | tx 4+99,240−12,956 |
| Invesco Mortgage Capital Inc. | 2,744.4 | reported | 30 Jun 2020 | tx 1+244.4 |
| AFFILIATED MANAGERS GROUP, INC. | 257 | reported | 05 Mar 2026 | tx 17+6,996−1,937 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 Mar 2026 | EXERCISE | AFFILIATED MANAGERS GROUP, INC. | 652 | 0.00 USD | |
| 05 Mar 2026 | EXERCISE | AFFILIATED MANAGERS GROUP, INC. | 652 | 0.00 USD | deriv |
| 05 Mar 2026 | GRANT_AWARD | AFFILIATED MANAGERS GROUP, INC. | 257 | 0.00 USD | deriv |
| 05 Mar 2026 | GRANT_AWARD | AFFILIATED MANAGERS GROUP, INC. | 503 | 0.00 USD | deriv |
| 15 Aug 2025 | EXERCISE | AFFILIATED MANAGERS GROUP, INC. | 544 | 0.00 USD | |
| 15 Aug 2025 | EXERCISE | AFFILIATED MANAGERS GROUP, INC. | 544 | 0.00 USD | deriv |
| 14 Aug 2025 | GRANT_AWARD | AFFILIATED MANAGERS GROUP, INC. | 334 | 0.00 USD | deriv |
| 31 Jul 2025 | GRANT_AWARD | AFFILIATED MANAGERS GROUP, INC. | 716 | 0.00 USD | deriv |
| 05 Mar 2025 | EXERCISE | AFFILIATED MANAGERS GROUP, INC. | 741 | 0.00 USD | |
| 05 Mar 2025 | EXERCISE | AFFILIATED MANAGERS GROUP, INC. | 741 | 0.00 USD | deriv |
| 06 Feb 2025 | GRANT_AWARD | AFFILIATED MANAGERS GROUP, INC. | 548 | 0.00 USD | deriv |
| 06 Feb 2025 | GRANT_AWARD | AFFILIATED MANAGERS GROUP, INC. | 369 | 0.00 USD | deriv |
| 29 Jul 2024 | GRANT_AWARD | AFFILIATED MANAGERS GROUP, INC. | 428 | 0.00 USD | deriv |
| 29 Jul 2024 | GRANT_AWARD | AFFILIATED MANAGERS GROUP, INC. | 544 | 0.00 USD | deriv |
| 05 Feb 2024 | GRANT_AWARD | AFFILIATED MANAGERS GROUP, INC. | 638 | 0.00 USD | deriv |
| 05 Feb 2024 | GRANT_AWARD | AFFILIATED MANAGERS GROUP, INC. | 308 | 0.00 USD | deriv |
| 06 Nov 2023 | GRANT_AWARD | AFFILIATED MANAGERS GROUP, INC. | 414 | 0.00 USD | deriv |
| 09 Jul 2020 | GRANT_AWARD | Invesco Ltd. | 703 | 8.53 USD | |
| 30 Jun 2020 | OTHER | Invesco Mortgage Capital Inc. | 244.4 | 0.00 USD | |
| 28 Feb 2020 | GRANT_AWARD | Invesco Ltd. | 70,763 | 0.00 USD | |
| 28 Feb 2020 | GRANT_AWARD | Invesco Ltd. | 25,498 | 0.00 USD | |
| 28 Feb 2020 | TAX_WITHHOLDING | Invesco Ltd. | 30,189 | 14.40 USD | |
| 09 Jul 2019 | OTHER | Invesco Ltd. | 342 | 17.54 USD | |
| 28 Feb 2019 | TAX_WITHHOLDING | Invesco Ltd. | 27,487 | 19.35 USD | |
| 28 Feb 2019 | GRANT_AWARD | Invesco Ltd. | 5,960 | 0.00 USD |