Andrew Tak Shing Lo
CIK 1407922 · View on SEC EDGAR ↗
Insider
First SEC filing: July 30, 2007 · Latest: Feb. 14, 2008
On this page
- Insider at Companies where this person is a reporting insider.
- Insider transactions Every share this person bought or sold, from Form 4 filings.
- Derivatives Options and other derivative holdings reported by this person.
- Initial holdings The stakes this person held when they first started reporting.
- Compensation Executive pay disclosed in company proxy statements.
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net:
$0
+ 98 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
98 other filings hidden
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Sept. 13, 2021 | IVZ | S | 150,000 | $24.91 | $3,736,500 | 225,605 Direct | -39.94% | Disposed | 29.2% (price as of 2026-08-21) |
| May 11, 2021 | IVZ | S | 300,000 | $27.34 | $8,202,000 | 375,605 Direct | -44.40% | Disposed | 17.7% (price as of 2026-08-21) |
Showing latest 100 of 208 transactions
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 |
|---|---|---|---|---|---|---|---|
| July 2, 2026 | IVZ | Restricted Stock Units [F1] | Common Shares (116,754) | $0.00 | — | 116,754 | Disposed |
| Feb. 28, 2026 | IVZ | Restricted Stock Units [F1] | Common Shares (16,479) | $0.00 | — | 16,479 | Disposed |
| Feb. 28, 2026 | IVZ | Restricted Stock Units [F1] | Common Shares (14,333) | $0.00 | — | 14,333 | Disposed |
| Feb. 28, 2026 | IVZ | Restricted Stock Units [F1] | Common Shares (17,923) | $0.00 | — | 17,923 | Disposed |
| Feb. 28, 2026 | IVZ | Restricted Stock Units [F1] | Common Shares (18,113) | $0.00 | — | 18,113 | Disposed |
| Feb. 28, 2026 | IVZ | Restricted Stock Units [F1] | Common Shares (77,370) | $0.00 | — | 77,370 | Acquired |
| Feb. 28, 2025 | IVZ | Restricted Stock Units [F1] | Common Shares (13,122) | $0.00 | — | 13,122 | Disposed |
| Feb. 28, 2025 | IVZ | Restricted Stock Units [F1] | Common Shares (16,478) | $0.00 | — | 16,478 | Disposed |
| Feb. 28, 2025 | IVZ | Restricted Stock Units [F1] | Common Shares (14,333) | $0.00 | — | 14,333 | Disposed |
| Feb. 28, 2025 | IVZ | Restricted Stock Units [F1] | Common Shares (17,923) | $0.00 | — | 17,923 | Disposed |
| Feb. 28, 2025 | IVZ | Restricted Stock Units [F1] | Common Shares (72,455) | $0.00 | — | 72,455 | Acquired |
| Feb. 28, 2024 | IVZ | Restricted Stock Units [F1] | Common Shares (25,538) | $0.00 | — | 25,538 | Disposed |
| Feb. 28, 2024 | IVZ | Restricted Stock Units [F1] | Common Shares (13,122) | $0.00 | — | 13,122 | Disposed |
| Feb. 28, 2024 | IVZ | Restricted Stock Units [F1] | Common Shares (16,478) | $0.00 | — | 16,478 | Disposed |
| Feb. 28, 2024 | IVZ | Restricted Stock Units [F1] | Common Shares (14,333) | $0.00 | — | 14,333 | Disposed |
| Feb. 28, 2024 | IVZ | Restricted Stock Units [F1] | Common Shares (71,693) | $0.00 | — | 71,693 | Acquired |
| July 3, 2023 | IVZ | Restricted Stock Units [F1] | Common Shares (116,754) | $0.00 | — | 116,754 | Acquired |
| Feb. 28, 2023 | IVZ | Restricted Stock Units [F1] | Common Shares (13,122) | $0.00 | — | 13,122 | Disposed |
| Feb. 28, 2023 | IVZ | Restricted Stock Units [F1] | Common Shares (16,478) | $0.00 | — | 16,478 | Disposed |
| Feb. 28, 2023 | IVZ | Restricted Stock Units [F1] | Common Shares (57,332) | $0.00 | — | 57,332 | Acquired |
| Feb. 28, 2023 | IVZ | Restricted Stock Units [F1] | Common Shares (25,537) | $0.00 | — | 25,537 | Disposed |
| Feb. 28, 2023 | IVZ | Restricted Stock Units [F1] | Common Shares (17,631) | $0.00 | — | 17,631 | Disposed |
| Feb. 28, 2022 | IVZ | Restricted Stock Units [F1] | Common Shares (65,913) | $0.00 | — | 65,913 | Acquired |
| Feb. 28, 2022 | IVZ | Restricted Stock Units [F1] | Common Shares (13,121) | $0.00 | — | 13,121 | Disposed |
| Feb. 28, 2022 | IVZ | Restricted Stock Units [F1] | Common Shares (25,538) | $0.00 | — | 25,538 | Disposed |
| Feb. 28, 2022 | IVZ | Restricted Stock Units [F1] | Common Shares (17,630) | $0.00 | — | 17,630 | Disposed |
| Feb. 28, 2022 | IVZ | Restricted Stock Units [F1] | Common Shares (10,099) | $0.00 | — | 10,099 | Disposed |
| Feb. 28, 2021 | IVZ | Restricted Stock Units [F1] | Common Shares (52,487) | $0.00 | — | 52,487 | Acquired |
| Feb. 28, 2021 | IVZ | Restricted Stock Units [F1] | Common Shares (25,537) | $0.00 | — | 25,537 | Disposed |
| Feb. 28, 2021 | IVZ | Restricted Stock Units [F1] | Common Shares (17,630) | $0.00 | — | 17,630 | Disposed |
| Feb. 28, 2021 | IVZ | Restricted Stock Units [F1] | Common Shares (10,098) | $0.00 | — | 10,098 | Disposed |
| Feb. 28, 2021 | IVZ | Restricted Stock Units [F1] | Common Shares (11,898) | $0.00 | — | 11,898 | Disposed |
| Feb. 28, 2020 | IVZ | Restricted Stock Units [F1] | Common Shares (10,098) | $0.00 | — | 10,098 | Disposed |
| Feb. 28, 2020 | IVZ | Restricted Stock Units [F1] | Common Shares (17,630) | $0.00 | — | 17,630 | Disposed |
| Feb. 28, 2020 | IVZ | Restricted Stock Units [F1] | Common Shares (102,150) | $0.00 | — | 102,150 | Acquired |
| Feb. 28, 2020 | IVZ | Restricted Stock Units [F1] | Common Shares (11,898) | $0.00 | — | 11,898 | Disposed |
| Feb. 28, 2020 | IVZ | Restricted Stock Units [F1] | Common Shares (15,526) | $0.00 | — | 15,526 | Disposed |
| Feb. 28, 2019 | IVZ | Restricted Stock Units [F1] | Common Shares (70,521) | $0.00 | — | 70,521 | Acquired |
| Feb. 28, 2019 | IVZ | Restricted Stock Units [F1] | Common Shares (10,098) | $0.00 | — | 10,098 | Disposed |
| Feb. 28, 2019 | IVZ | Restricted Stock Units [F1] | Common Shares (11,898) | $0.00 | — | 11,898 | Disposed |
| Feb. 28, 2019 | IVZ | Restricted Stock Units [F1] | Common Shares (15,526) | $0.00 | — | 15,526 | Disposed |
| Feb. 28, 2019 | IVZ | Restricted Stock Units [F1] | Common Shares (10,448) | $0.00 | — | 10,448 | Disposed |
| Feb. 28, 2018 | IVZ | Restricted Stock Units [F1] | Common Shares (40,394) | $0.00 | — | 40,394 | Acquired |
| Feb. 28, 2018 | IVZ | Restricted Stock Units [F1] | Common Shares (11,897) | $0.00 | — | 11,897 | Disposed |
| Feb. 28, 2018 | IVZ | Restricted Stock Units [F1] | Common Shares (15,526) | $0.00 | — | 15,526 | Disposed |
| Feb. 28, 2018 | IVZ | Restricted Stock Units [F1] | Common Shares (10,448) | $0.00 | — | 10,448 | Disposed |
| Feb. 28, 2018 | IVZ | Restricted Stock Units [F1] | Common Shares (14,578) | $0.00 | — | 14,578 | Disposed |
| Feb. 28, 2017 | IVZ | Restricted Stock Units [F1] | Common Shares (47,591) | $0.00 | — | 47,591 | Acquired |
| Feb. 28, 2017 | IVZ | Restricted Stock Units [F1] | Common Shares (15,525) | $0.00 | — | 15,525 | Disposed |
| Feb. 28, 2017 | IVZ | Restricted Stock Units [F1] | Common Shares (10,448) | $0.00 | — | 10,448 | Disposed |
| Feb. 28, 2017 | IVZ | Restricted Stock Units [F1] | Common Shares (14,577) | $0.00 | — | 14,577 | Disposed |
| Feb. 28, 2017 | IVZ | Restricted Stock Units [F1] | Common Shares (15,554) | $0.00 | — | 15,554 | Disposed |
| Feb. 28, 2016 | IVZ | Restricted Stock Units [F1] | Common Shares (62,103) | $0.00 | — | 62,103 | Acquired |
| Feb. 28, 2016 | IVZ | Restricted Stock Units [F1] | Common Shares (10,448) | $0.00 | — | 10,448 | Disposed |
| Feb. 28, 2016 | IVZ | Restricted Stock Units [F1] | Common Shares (14,577) | $0.00 | — | 14,577 | Disposed |
| Feb. 28, 2016 | IVZ | Restricted Stock Units [F1] | Common Shares (15,554) | $0.00 | — | 15,554 | Disposed |
| Feb. 28, 2016 | IVZ | Restricted Stock Units [F1] | Common Shares (17,002) | $0.00 | — | 17,002 | Disposed |
| Feb. 28, 2015 | IVZ | Restricted Stock Units [F1] | Common Shares (41,792) | $0.00 | — | 41,792 | Acquired |
| Feb. 28, 2015 | IVZ | Restricted Stock Units [F1] | Common Shares (14,577) | $0.00 | — | 14,577 | Disposed |
| Feb. 28, 2015 | IVZ | Restricted Stock Units [F1] | Common Shares (15,554) | $0.00 | — | 15,554 | Disposed |
| Feb. 28, 2015 | IVZ | Restricted Stock Units [F1] | Common Shares (17,002) | $0.00 | — | 17,002 | Disposed |
| Feb. 28, 2015 | IVZ | Restricted Stock Units [F1] | Common Shares (20,702) | $0.00 | — | 20,702 | Disposed |
| Feb. 28, 2014 | IVZ | Restricted Stock Units [F1] | Common Shares (58,309) | $0.00 | — | 58,309 | Acquired |
| Feb. 28, 2014 | IVZ | Restricted Stock Units [F1] | Common Shares (15,554) | $0.00 | — | 15,554 | Disposed |
| Feb. 28, 2014 | IVZ | Restricted Stock Units [F1] | Common Shares (17,002) | $0.00 | — | 17,002 | Disposed |
| Feb. 28, 2014 | IVZ | Restricted Stock Units [F1] | Common Shares (20,701) | $0.00 | — | 20,701 | Disposed |
| Feb. 26, 2014 | IVZ | Restricted Stock Units [F1] | Common Shares (24,133) | $0.00 | — | 24,133 | Disposed |
| Nov. 13, 2013 | IVZ | Employee Stock Option (right to buy) | Common Shares (25,000) | $0.00 | Dec. 30, 2014 | 25,000 | Disposed |
| Nov. 13, 2013 | IVZ | Employee Stock Option (right to buy) | Common Shares (25,000) | $0.00 | Dec. 15, 2013 | 25,000 | Disposed |
| Feb. 28, 2013 | IVZ | Restricted Stock Units - Time Vesting [F1] | Common Shares (20,701) | $0.00 | — | 20,701 | Disposed |
| Feb. 28, 2013 | IVZ | Restricted Stock Units- Time Vesting [F1] | Common Shares (17,002) | $0.00 | — | 17,002 | Disposed |
| Feb. 28, 2013 | IVZ | Restricted Stock Units - Time Vesting [F1] | Common Shares (5,258) | $0.00 | — | 5,258 | Disposed |
| Feb. 28, 2013 | IVZ | Restricted Stock Units - Time Vesting [F1] | Common Shares (62,216) | $0.00 | — | 62,216 | Acquired |
| Feb. 27, 2013 | IVZ | Restricted Stock Units - Time Vesting [F1] | Common Shares (29,747) | $0.00 | — | 29,747 | Disposed |
| Feb. 26, 2013 | IVZ | Restricted Stock Units - Time Vesting [F1] | Common Shares (24,132) | $0.00 | — | 24,132 | Disposed |
| Feb. 28, 2012 | IVZ | Restricted Stock Units [F1] | Common Shares (68,008) | $0.00 | — | 68,008 | Acquired |
| Feb. 28, 2012 | IVZ | Restricted Stock Units [F1] | Common Shares (20,701) | $0.00 | — | 20,701 | Disposed |
| Feb. 27, 2012 | IVZ | Restricted Stock Units-Time Vesting [F1] | Common Shares (29,746) | $0.00 | — | 29,746 | Disposed |
| Feb. 26, 2012 | IVZ | Restricted Stock Units-Time Vesting [F1] | Common Shares (24,133) | $0.00 | — | 24,133 | Disposed |
| Feb. 28, 2011 | IVZ | Restricted Stock Units [F2] | Common Shares (82,805) | $0.00 | — | 82,805 | Acquired |
| Feb. 28, 2011 | IVZ | Deferred Share Award - Time Vesting | Common Shares (8,639) | $0.00 | — | 8,639 | Disposed |
| Feb. 28, 2011 | IVZ | Deferred Share Award - Time Vesting | Common Shares (37,023) | $0.00 | — | 37,023 | Disposed |
| Feb. 25, 2011 | IVZ | Restricted Stock Units [F1] | Common Shares (29,746) | $0.00 | — | 29,746 | Disposed |
| Feb. 25, 2011 | IVZ | Restricted Stock Units [F1] | Common Shares (24,132) | $0.00 | — | 24,132 | Disposed |
| Feb. 28, 2010 | IVZ | Deferred Share Award | Common Shares (29,746) | $0.00 | — | 27,946 | Disposed |
| Feb. 28, 2010 | IVZ | Deferred Share Award - Time Vesting | Common Shares (8,638) | $0.00 | — | 8,638 | Disposed |
| Feb. 26, 2010 | IVZ | Restricted Stock Units [F2] | Common Shares (96,530) | $0.00 | — | 96,530 | Acquired |
| Dec. 31, 2009 | IVZ | Deferred Share Awards-Time Vesting | Common Shares, par value $0.20 per share (166,667) | $0.00 | — | 166,667 | Disposed |
| Dec. 3, 2009 | IVZ | Employee share option (right to buy) | Common Shares (12,500) | $21.90 | Dec. 8, 2009 | 12,500 | Disposed |
| Feb. 27, 2009 | IVZ | Deferred Share Awards - Time Vesting [F1] | Common Shares (8,638) | $0.00 | — | 8,638 | Disposed |
| Feb. 27, 2009 | IVZ | Restricted Stock Units [F1] | Common Shares (118,984) | $0.00 | — | 118,984 | Acquired |
| Dec. 31, 2008 | IVZ | Deferred Share Awards- Time Vesting | Common Shares, par value $0.20 per share (166,666) | $0.00 | — | 166,666 | Disposed |
| Aug. 28, 2008 | IVZ | Employee Share Option (right to buy) [F1] | Common shares (12,500) | — | Oct. 29, 2008 | 12,500 | Disposed |
| Feb. 28, 2008 | IVZ | Deferred Share Award - Time Vesting | Common Shares (25,916) | $0.00 | — | 25,916 | Acquired |
| Feb. 28, 2008 | IVZ | Deferred Share Award - Time Vesting | Common Shares (37,023) | $0.00 | Feb. 28, 2011 | 37,023 | Acquired |
| Dec. 31, 2007 | IVZ | Deferred Share Awards - Time Vesting | Common Shares, par value $0.20 per share | $0.00 | — | 166,667 | Disposed |
| Nov. 30, 2007 | IVZ | Deferred Share Awards - Time Vesting | Common Shares, par value $0.20 per share | $0.00 | — | 18,531 | Disposed |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 10 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| July 30, 2007 | IVZ | Ordinary Shares, par value $0.10 per share | 1,942 | Direct |
| July 30, 2007 | IVZ | Deferred Share Awards -Time Vesting→ Ordinary Shares, par value $0.10 per share (333,334) | 333,334 | Direct |
| July 30, 2007 | IVZ | Deferred Share Awards -Time Vesting→ Ordinary Shares, par value $0.10 per share (333,333) | 333,333 | Direct |
| July 30, 2007 | IVZ | Deferred Share Awards-Time Vesting→ Ordinary Shares, par value $0.10 per share (333,333) | 333,333 | Direct |
| July 30, 2007 | IVZ | Deferred Share Awards -Time Vesting→ Ordinary Shares, par value $0.10 per share (18,532) | 18,532 | Direct |
| July 30, 2007 | IVZ | Options to Purchase -Time Vesting→ Ordinary Shares, par value $0.10 per share (25,000) | 25,000 | Direct |
| July 30, 2007 | IVZ | Options to Purchase-Time→ Ordinary Shares, par value $0.10 per share (25,000) | 25,000 | Direct |
| July 30, 2007 | IVZ | Options to Purchase-Time Vesting→ Ordinary Shares, par value $0.10 per share (150,000) | 150,000 | Direct |
| July 30, 2007 | IVZ | Options to Purchase-Time Vesting→ Ordinary Shares, par value $0.10 per share (42,500) | 42,500 | Direct |
| July 30, 2007 | IVZ | Options to Purchase-Performance Vesting - vested→ Ordinary Shares, par value $0.10 per share (50,000) | 50,000 | Direct |
Compensation (DEF 14A)
Matched by name from proxy statements (DEF 14A) — verify against the filing.
| Fiscal year | Salary | Bonus | Stock awards | Option awards | Non-equity incentive | Pension change | Other | Total |
|---|---|---|---|---|---|---|---|---|
| 2025 | $500,000 | — | — | — | $2,709,000 | — | $79,832 | $6,615,347 |
| 2024 | $500,000 | — | — | — | $2,100,000 | — | $77,818 | $5,293,818 |
| 2021 | $461,513 | — | — | — | $2,100,000 | — | $68,683 | $5,572,104 |
Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.