Andrew Schlossberg

CIK 1661103 · View on SEC EDGAR ↗

Insider

First SEC filing: May 3, 2019 · Latest: Jan. 21, 2022

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Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 74 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

No open-market trades on record; showing all filings.

Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
July 2, 2026 IVZ F 156,007 $27.01 $4,213,749 742,708 Direct -17.36% Disposed 19.2% (price as of 2026-08-21)
Aug. 31, 2023 IVZ M 14,124 0 Direct -100.00% Disposed (price as of 2026-08-21)
Aug. 31, 2023 IVZ M 23,698 23,698 Direct -50.00% Disposed (price as of 2026-08-21)
Aug. 31, 2023 IVZ F 6,370 $15.92 $101,410 802,056 Direct -0.79% Disposed 102.2% (price as of 2026-08-21)
Aug. 31, 2023 IVZ M 14,124 808,426 Direct +1.78% Acquired (price as of 2026-08-21)
Aug. 31, 2023 IVZ F 10,688 $15.92 $170,153 794,302 Direct -1.33% Disposed 102.2% (price as of 2026-08-21)
Aug. 31, 2023 IVZ M 23,698 804,990 Direct +3.03% Acquired (price as of 2026-08-21)
July 3, 2023 IVZ A 350,262 781,292 Direct +81.26% Acquired (price as of 2026-08-21)
Feb. 28, 2023 IVZ F 41,783 $17.66 $737,888 431,030 Direct -8.84% Disposed 82.3% (price as of 2026-08-21)
Feb. 28, 2023 IVZ A 65,500 472,813 Direct +16.08% Acquired (price as of 2026-08-21)
Feb. 28, 2023 IVZ A 55,650 407,313 Direct +15.82% Acquired (price as of 2026-08-21)
Dec. 12, 2022 IVZ G 5,405 351,663 Direct -1.51% Disposed (price as of 2026-08-21)
Aug. 31, 2022 IVZ M 23,698 47,396 Direct -33.33% Disposed (price as of 2026-08-21)
Aug. 31, 2022 IVZ M 14,124 14,124 Direct -50.00% Disposed (price as of 2026-08-21)
Aug. 31, 2022 IVZ M 8,298 0 Direct -100.00% Disposed (price as of 2026-08-21)
Aug. 31, 2022 IVZ F 10,688 $16.47 $176,031 357,068 Direct -2.91% Disposed 95.4% (price as of 2026-08-21)
Aug. 31, 2022 IVZ M 23,698 367,756 Direct +6.89% Acquired (price as of 2026-08-21)
Aug. 31, 2022 IVZ F 6,371 $16.47 $104,930 344,058 Direct -1.82% Disposed 95.4% (price as of 2026-08-21)
Aug. 31, 2022 IVZ M 14,124 350,429 Direct +4.20% Acquired (price as of 2026-08-21)
Aug. 31, 2022 IVZ F 3,844 $16.47 $63,311 336,305 Direct -1.13% Disposed 95.4% (price as of 2026-08-21)
Aug. 31, 2022 IVZ M 8,298 340,149 Direct +2.50% Acquired (price as of 2026-08-21)
Aug. 31, 2022 IVZ M 23,698 47,396 Direct -33.33% Disposed (price as of 2026-08-21)
Aug. 31, 2022 IVZ M 14,124 14,124 Direct -50.00% Disposed (price as of 2026-08-21)
Aug. 31, 2022 IVZ M 8,298 0 Direct -100.00% Disposed (price as of 2026-08-21)
Aug. 31, 2022 IVZ F 10,978 $16.47 $180,808 356,880 Direct -2.98% Disposed 95.4% (price as of 2026-08-21)
Aug. 31, 2022 IVZ M 23,698 367,858 Direct +6.89% Acquired (price as of 2026-08-21)
Aug. 31, 2022 IVZ F 6,370 $16.47 $104,914 344,160 Direct -1.82% Disposed 95.4% (price as of 2026-08-21)
Aug. 31, 2022 IVZ M 14,124 350,530 Direct +4.20% Acquired (price as of 2026-08-21)
Aug. 31, 2022 IVZ F 3,743 $16.47 $61,647 336,406 Direct -1.10% Disposed 95.4% (price as of 2026-08-21)
Aug. 31, 2022 IVZ M 8,298 340,149 Direct +2.50% Acquired (price as of 2026-08-21)
Feb. 28, 2022 IVZ F 24,231 $21.24 $514,666 331,851 Direct -6.80% Disposed 51.6% (price as of 2026-08-21)
Feb. 28, 2022 IVZ A 42,767 356,082 Direct +13.65% Acquired (price as of 2026-08-21)
Feb. 28, 2022 IVZ A 64,736 313,315 Direct +26.04% Acquired (price as of 2026-08-21)
Aug. 31, 2021 IVZ M 23,697 71,094 Direct -25.00% Disposed (price as of 2026-08-21)
Aug. 31, 2021 IVZ M 14,124 28,248 Direct -33.33% Disposed (price as of 2026-08-21)
Aug. 31, 2021 IVZ M 8,297 8,298 Direct -50.00% Disposed (price as of 2026-08-21)
Aug. 31, 2021 IVZ F 10,688 $25.32 $270,620 251,354 Direct -4.08% Disposed 27.1% (price as of 2026-08-21)
Aug. 31, 2021 IVZ M 23,697 262,042 Direct +9.94% Acquired (price as of 2026-08-21)
Aug. 31, 2021 IVZ F 6,370 $25.32 $161,288 238,345 Direct -2.60% Disposed 27.1% (price as of 2026-08-21)
Aug. 31, 2021 IVZ M 14,124 244,715 Direct +6.13% Acquired (price as of 2026-08-21)
Aug. 31, 2021 IVZ F 3,742 $25.32 $94,747 230,591 Direct -1.60% Disposed 27.1% (price as of 2026-08-21)
Aug. 31, 2021 IVZ M 8,297 234,333 Direct +3.67% Acquired (price as of 2026-08-21)
March 15, 2021 IVZ F 586 $26.00 $15,236 226,036 Direct -0.26% Disposed 23.8% (price as of 2026-08-21)
Feb. 28, 2021 IVZ F 17,840 $22.42 $399,973 226,622 Direct -7.30% Disposed 43.6% (price as of 2026-08-21)
Feb. 28, 2021 IVZ A 33,189 244,462 Direct +15.71% Acquired (price as of 2026-08-21)
Feb. 28, 2021 IVZ A 43,835 211,273 Direct +26.18% Acquired (price as of 2026-08-21)
Aug. 31, 2020 IVZ M 14,124 42,372 Direct -25.00% Disposed (price as of 2026-08-21)
Aug. 31, 2020 IVZ M 8,297 16,595 Direct -33.33% Disposed (price as of 2026-08-21)
Aug. 31, 2020 IVZ F 6,370 $10.20 $64,974 167,438 Direct -3.66% Disposed 215.6% (price as of 2026-08-21)
Aug. 31, 2020 IVZ M 14,124 173,808 Direct +8.84% Acquired (price as of 2026-08-21)
Aug. 31, 2020 IVZ F 3,742 $10.20 $38,168 159,684 Direct -2.29% Disposed 215.6% (price as of 2026-08-21)
Aug. 31, 2020 IVZ M 8,297 163,426 Direct +5.35% Acquired (price as of 2026-08-21)
March 15, 2020 IVZ F 625 $10.80 $6,750 155,129 Direct -0.40% Disposed 198.1% (price as of 2026-08-21)
Feb. 28, 2020 IVZ A 94,791 94,791 Direct Acquired (price as of 2026-08-21)
Feb. 28, 2020 IVZ F 17,321 $14.40 $249,422 155,754 Direct -10.01% Disposed 123.5% (price as of 2026-08-21)
Feb. 28, 2020 IVZ A 19,415 173,075 Direct +12.64% Acquired (price as of 2026-08-21)
Dec. 15, 2019 IVZ F 3,194 $17.62 $56,278 153,660 Direct -2.04% Disposed 82.7% (price as of 2026-08-21)
Aug. 31, 2019 IVZ M 8,297 24,892 Direct -25.00% Disposed (price as of 2026-08-21)
Aug. 31, 2019 IVZ F 3,330 $15.70 $52,281 156,854 Direct -2.08% Disposed 105.0% (price as of 2026-08-21)
Aug. 31, 2019 IVZ M 8,297 $15.70 $130,263 160,184 Direct +5.46% Acquired 105.0% (price as of 2026-08-21)
March 15, 2019 IVZ F 545 $19.78 $10,780 151,887 Direct -0.36% Disposed 62.7% (price as of 2026-08-21)
Feb. 28, 2019 IVZ A 56,496 56,496 Direct Acquired (price as of 2026-08-21)
Feb. 28, 2019 IVZ F 8,024 $19.35 $155,264 152,432 Direct -5.00% Disposed 66.4% (price as of 2026-08-21)
Dec. 15, 2018 IVZ F 3,139 $16.95 $53,206 160,456 Direct -1.92% Disposed 89.9% (price as of 2026-08-21)
March 15, 2018 IVZ F 545 $32.92 $17,941 163,595 Direct -0.33% Disposed -2.2% (price as of 2026-08-21)
Feb. 28, 2018 IVZ A 33,189 33,189 Direct Acquired (price as of 2026-08-21)
Feb. 28, 2018 IVZ F 11,702 $32.54 $380,783 164,140 Direct -6.65% Disposed -1.1% (price as of 2026-08-21)
Dec. 15, 2017 IVZ F 3,347 $36.56 $122,366 175,842 Direct -1.87% Disposed -12.0% (price as of 2026-08-21)
March 15, 2017 IVZ A 5,538 179,189 Direct +3.19% Acquired (price as of 2026-08-21)
Feb. 28, 2017 IVZ F 14,550 $32.19 $468,364 173,651 Direct -7.73% Disposed 0.0% (price as of 2026-08-21)
Feb. 28, 2017 IVZ A 29,356 188,201 Direct +18.48% Acquired (price as of 2026-08-21)
Dec. 15, 2016 IVZ F 3,347 $31.65 $105,933 158,845 Direct -2.06% Disposed 1.7% (price as of 2026-08-21)
Feb. 28, 2016 IVZ F 12,237 $27.10 $331,623 162,192 Direct -7.02% Disposed 18.8% (price as of 2026-08-21)
Feb. 28, 2016 IVZ A 48,708 174,429 Direct +38.74% Acquired (price as of 2026-08-21)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
Aug. 31, 2023 IVZ Restricted Stock Units [F1] Common Shares (14,124) $0.00 14,124 Disposed
Aug. 31, 2023 IVZ Restricted Stock Units [F1] Common Shares (23,698) $0.00 23,698 Disposed
Aug. 31, 2022 IVZ Restricted Stock Units [F1] Common Shares (23,698) $0.00 23,698 Disposed
Aug. 31, 2022 IVZ Restricted Stock Units [F1] Common Shares (14,124) $0.00 14,124 Disposed
Aug. 31, 2022 IVZ Restricted Stock Units [F1] Common Shares (8,298) $0.00 8,298 Disposed
Aug. 31, 2022 IVZ Restricted Stock Units [F1] Common Shares (23,698) $0.00 23,698 Disposed
Aug. 31, 2022 IVZ Restricted Stock Units [F1] Common Shares (14,124) $0.00 14,124 Disposed
Aug. 31, 2022 IVZ Restricted Stock Units [F1] Common Shares (8,298) $0.00 8,298 Disposed
Aug. 31, 2021 IVZ Restricted Stock Units [F1] Common Shares (23,697) $0.00 23,697 Disposed
Aug. 31, 2021 IVZ Restricted Stock Units [F1] Common Shares (14,124) $0.00 14,124 Disposed
Aug. 31, 2021 IVZ Restricted Stock Units [F1] Common Shares (8,297) $0.00 8,297 Disposed
Aug. 31, 2020 IVZ Restricted Stock Units [F1] Common Shares (14,124) $0.00 14,124 Disposed
Aug. 31, 2020 IVZ Restricted Stock Units [F1] Common Shares (8,297) $0.00 8,297 Disposed
Feb. 28, 2020 IVZ Restricted Stock Units [F1] Common Shares (94,791) $0.00 94,791 Acquired
Aug. 31, 2019 IVZ Restricted Stock Units [F1] Common Shares (8,297) $0.00 8,297 Disposed
Feb. 28, 2019 IVZ Restricted Stock Units [F1] Common Shares (56,496) $0.00 56,496 Acquired
Feb. 28, 2018 IVZ Restricted Stock Units [F1] Common Shares (33,189) $0.00 33,189 Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 13 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
May 3, 2019 VPV Common Shares 0 Direct
May 3, 2019 VMO Common Shares 0 Direct
May 3, 2019 IIM Common Shares 0 Direct
May 3, 2019 IQI Common Shares 0 Direct
May 3, 2019 VKQ Common Shares 0 Direct
May 3, 2019 VGM Common Shares 0 Direct
May 3, 2019 VTN Common Shares 0 Direct
May 3, 2019 OIA Common Shares 0 Direct
May 3, 2019 VCV Common Shares 0 Direct
May 3, 2019 VBF Common Shares 0 Direct
May 3, 2019 VLT Common Shares 0 Direct
May 3, 2019 VVR Common Shares 0 Direct
Jan. 5, 2016 IVZ Common Shares 125,721 Direct

Compensation (DEF 14A)

Matched by name from proxy statements (DEF 14A) — verify against the filing.

IVZ

Fiscal year Salary Bonus Stock awards Option awards Non-equity incentive Pension change Other Total
2025 $750,000 $5,321,250 $143,696 $16,299,849
2024 $750,000 $4,092,750 $150,222 $11,232,341
2021 $450,000 $2,100,000 $67,322 $5,074,285

Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.