SEC CIK 1388336
Robertson James
Reported ownership across 1 company, sourced from SEC Form 4 filings and updated daily.
Current Positions
| Company | Shares Owned | As Of |
|---|---|---|
| IVZview stock → | 878,901 | 2012-02-28 |
Position History — IVZ
Reported shares owned immediately after each Form 4 transaction, over time.
Recent Filings — IVZ
| Date | Activity | Shares | Price | Owned After |
|---|---|---|---|---|
| 2012-02-28 | Tax withholding | 13,539 | $24.96 | 878,901 |
| 2012-02-28 | Grant / award | 87,139 | $0.00 | 892,440 |
| 2012-02-27 | Option exercise | 78,740 | $0.00 | 845,459 |
| 2012-02-27 | Tax withholding | 40,158 | $24.77 | 805,301 |
| 2012-02-26 | Option exercise (derivative) | 78,740 | $0.00 | 78,740 |
| 2012-02-26 | Option exercise (derivative) | 35,198 | $0.00 | 70,397 |
| 2012-02-26 | Tax withholding | 17,951 | $24.88 | 766,719 |
| 2012-02-26 | Option exercise | 35,198 | $0.00 | 784,670 |
| 2011-02-28 | Tax withholding | 18,512 | $26.84 | 753,791 |
| 2011-02-28 | Grant / award | 106,184 | $0.00 | 772,303 |
| 2011-02-28 | Tax withholding | 4,319 | $26.84 | 749,472 |
| 2011-02-25 | Option exercise (derivative) | 35,198 | $0.00 | 105,595 |
| 2011-02-25 | Option exercise (derivative) | 78,740 | $0.00 | 157,480 |
| 2011-02-25 | Tax withholding | 39,370 | $26.40 | 648,520 |
| 2011-02-25 | Option exercise | 78,740 | $0.00 | 687,890 |
| 2011-02-25 | Option exercise | 35,198 | $0.00 | 683,718 |
| 2011-02-25 | Tax withholding | 17,599 | $26.40 | 666,119 |
| 2010-02-28 | Option exercise (derivative) | 78,740 | $0.00 | 236,220 |
| 2010-02-26 | Grant / award (derivative) | 140,793 | $0.00 | 140,793 |
| 2010-02-26 | Option exercise | 78,740 | $0.00 | 85,999 |
| 2010-02-26 | Tax withholding | 40,172 | $19.60 | 45,827 |
| 2009-02-27 | Grant / award (derivative) | 314,960 | $0.00 | 314,960 |
| 2009-02-27 | Tax withholding | 2,292 | $11.43 | 580,449 |
| 2009-02-27 | Tax withholding | 2,804 | $11.43 | 577,645 |
| 2009-01-30 | Tax withholding | 12,841 | $11.79 | 583,051 |
| 2009-01-30 | Grant / award | 33,794 | $0.00 | 595,892 |
| 2009-01-30 | Tax withholding | 13,151 | $11.79 | 570,582 |
| 2008-02-28 | Grant / award | 62,939 | $0.00 | 563,970 |
| 2008-02-28 | Tax withholding | 2,998 | $27.01 | 560,972 |
| 2008-01-09 | Tax withholding | 103,140 | $26.87 | 501,031 |
| 2007-12-31 | Conversion (derivative) | 250,000 | $0.00 | 0 |
| 2007-12-31 | Conversion | 250,000 | $0.00 | 604,171 |
| 2007-12-28 | Disposition to issuer | 250,000 | $31.35 | 354,171 |
| 2007-12-13 | Tax withholding | 3,887 | $27.36 | 600,284 |
| 2007-11-30 | Conversion (derivative) | 18,962 | $0.00 | 0 |
| 2007-11-30 | Conversion | 9,481 | $0.00 | 604,171 |
| 2007-07-18 | — | — | — | 42,379 |
| 2007-07-18 | — | — | — | 1,147,002.24 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.