SEC CIK 1407922
Lo Andrew Tak Shing
Reported ownership across 1 company, sourced from SEC Form 4 filings and updated daily.
Current Positions
| Company | Shares Owned | As Of |
|---|---|---|
| IVZview stock → | 812,477 | 2026-09-09 |
Position History — IVZ
Reported shares owned immediately after each Form 4 transaction, over time.
Recent Filings — IVZ
| Date | Activity | Shares | Price | Owned After |
|---|---|---|---|---|
| 2026-09-09 | Open-market sale | 100,840 | $32.20 | 812,477 |
| 2026-09-08 | Open-market sale | 42,530 | $32.84 | 913,317 |
| 2026-07-02 | Option exercise (derivative) | 116,754 | $0.00 | 0 |
| 2026-07-02 | Option exercise | 116,754 | $0.00 | 955,847 |
| 2026-02-28 | Grant / award (derivative) | 77,370 | $0.00 | 77,370 |
| 2026-02-28 | Option exercise (derivative) | 18,113 | $0.00 | 54,342 |
| 2026-02-28 | Option exercise (derivative) | 17,923 | $0.00 | 35,847 |
| 2026-02-28 | Option exercise (derivative) | 14,333 | $0.00 | 14,333 |
| 2026-02-28 | Option exercise (derivative) | 16,479 | $0.00 | 0 |
| 2026-02-28 | Grant / award | 18,113 | $0.00 | 839,093 |
| 2026-02-28 | Grant / award | 17,923 | $0.00 | 820,980 |
| 2026-02-28 | Grant / award | 14,333 | $0.00 | 803,057 |
| 2026-02-28 | Grant / award | 83,419 | $0.00 | 788,724 |
| 2026-02-28 | Grant / award | 16,479 | $0.00 | 705,305 |
| 2025-02-28 | Option exercise (derivative) | 16,478 | $0.00 | 16,479 |
| 2025-02-28 | Option exercise (derivative) | 14,333 | $0.00 | 28,666 |
| 2025-02-28 | Option exercise (derivative) | 17,923 | $0.00 | 53,770 |
| 2025-02-28 | Grant / award (derivative) | 72,455 | $0.00 | 72,455 |
| 2025-02-28 | Option exercise (derivative) | 13,122 | $0.00 | 0 |
| 2025-02-28 | Option exercise | 14,333 | $0.00 | 670,903 |
| 2025-02-28 | Option exercise | 17,923 | $0.00 | 688,826 |
| 2025-02-28 | Option exercise | 13,122 | $0.00 | 623,285 |
| 2025-02-28 | Option exercise | 16,478 | $0.00 | 656,570 |
| 2025-02-28 | Option exercise | 16,807 | $0.00 | 640,092 |
| 2024-02-28 | Option exercise (derivative) | 14,333 | $0.00 | 42,999 |
| 2024-02-28 | Option exercise (derivative) | 16,478 | $0.00 | 32,957 |
| 2024-02-28 | Option exercise (derivative) | 25,538 | $0.00 | 0 |
| 2024-02-28 | Option exercise (derivative) | 13,122 | $0.00 | 13,122 |
| 2024-02-28 | Grant / award (derivative) | 71,693 | $0.00 | 71,693 |
| 2024-02-28 | Option exercise | 51,962 | $0.00 | 566,230 |
| 2024-02-28 | Option exercise | 14,333 | $0.00 | 610,163 |
| 2024-02-28 | Option exercise | 16,478 | $0.00 | 595,830 |
| 2024-02-28 | Option exercise | 13,122 | $0.00 | 579,352 |
| 2024-02-28 | Option exercise | 25,538 | $0.00 | 514,268 |
| 2023-07-03 | Grant / award (derivative) | 116,754 | $0.00 | 116,754 |
| 2023-02-28 | Option exercise (derivative) | 17,631 | $0.00 | 0 |
| 2023-02-28 | Option exercise (derivative) | 25,537 | $0.00 | 25,538 |
| 2023-02-28 | Option exercise (derivative) | 13,122 | $0.00 | 26,244 |
| 2023-02-28 | Option exercise (derivative) | 16,478 | $0.00 | 49,435 |
| 2023-02-28 | Grant / award (derivative) | 57,332 | $0.00 | 57,332 |
| 2023-02-28 | Option exercise | 17,631 | $0.00 | 363,008 |
| 2023-02-28 | Option exercise | 25,537 | $0.00 | 388,545 |
| 2023-02-28 | Option exercise | 70,585 | $0.00 | 459,130 |
| 2023-02-28 | Option exercise | 16,478 | $0.00 | 488,730 |
| 2023-02-28 | Option exercise | 13,122 | $0.00 | 472,252 |
| 2022-02-28 | Option exercise (derivative) | 25,538 | $0.00 | 51,075 |
| 2022-02-28 | Grant / award (derivative) | 65,913 | $0.00 | 65,913 |
| 2022-02-28 | Option exercise (derivative) | 10,099 | $0.00 | 0 |
| 2022-02-28 | Option exercise (derivative) | 13,121 | $0.00 | 39,366 |
| 2022-02-28 | Option exercise (derivative) | 17,630 | $0.00 | 17,631 |
| 2022-02-28 | Option exercise | 10,099 | $0.00 | 235,704 |
| 2022-02-28 | Option exercise | 53,384 | $0.00 | 306,718 |
| 2022-02-28 | Option exercise | 25,538 | $0.00 | 332,256 |
| 2022-02-28 | Option exercise | 13,121 | $0.00 | 345,377 |
| 2022-02-28 | Option exercise | 17,630 | $0.00 | 253,334 |
| 2021-09-13 | Open-market sale | 150,000 | $24.91 | 225,605 |
| 2021-05-11 | Open-market sale | 300,000 | $27.34 | 375,605 |
| 2021-02-28 | Option exercise (derivative) | 25,537 | $0.00 | 76,613 |
| 2021-02-28 | Option exercise (derivative) | 10,098 | $0.00 | 10,099 |
| 2021-02-28 | Option exercise (derivative) | 11,898 | $0.00 | 0 |
| 2021-02-28 | Grant / award (derivative) | 52,487 | $0.00 | 52,487 |
| 2021-02-28 | Option exercise (derivative) | 17,630 | $0.00 | 35,261 |
| 2021-02-28 | Option exercise | 25,537 | $0.00 | 675,605 |
| 2021-02-28 | Option exercise | 17,630 | $0.00 | 650,068 |
| 2021-02-28 | Option exercise | 40,394 | $0.00 | 632,438 |
| 2021-02-28 | Option exercise | 10,098 | $0.00 | 592,044 |
| 2021-02-28 | Option exercise | 11,898 | $0.00 | 581,946 |
| 2020-02-28 | Grant / award (derivative) | 102,150 | $0.00 | 102,150 |
| 2020-02-28 | Grant / award (derivative) | 17,630 | $0.00 | 52,891 |
| 2020-02-28 | Option exercise (derivative) | 15,526 | $0.00 | 0 |
| 2020-02-28 | Option exercise (derivative) | 11,898 | $0.00 | 11,898 |
| 2020-02-28 | Option exercise (derivative) | 10,098 | $0.00 | 20,197 |
| 2020-02-28 | Option exercise | 31,609 | $0.00 | 542,319 |
| 2020-02-28 | Option exercise | 15,526 | $0.00 | 498,812 |
| 2020-02-28 | Option exercise | 11,898 | $0.00 | 510,710 |
| 2020-02-28 | Option exercise | 10,099 | $0.00 | 552,418 |
| 2020-02-28 | Option exercise | 17,630 | $0.00 | 570,048 |
| 2019-02-28 | Option exercise (derivative) | 11,898 | $0.00 | 23,796 |
| 2019-02-28 | Option exercise (derivative) | 10,448 | $0.00 | 0 |
| 2019-02-28 | Option exercise (derivative) | 15,526 | $0.00 | 15,526 |
| 2019-02-28 | Option exercise (derivative) | 10,098 | $0.00 | 30,296 |
| 2019-02-28 | Grant / award (derivative) | 70,521 | $0.00 | 70,521 |
| 2019-02-28 | Option exercise | 15,526 | $0.00 | 440,995 |
| 2019-02-28 | Grant / award | 6,829 | $0.00 | 425,469 |
| 2019-02-28 | Option exercise | 10,448 | $0.00 | 418,640 |
| 2019-02-28 | Option exercise | 10,098 | $0.00 | 483,286 |
| 2019-02-28 | Option exercise | 11,898 | $0.00 | 473,188 |
| 2019-02-28 | Grant / award | 20,295 | $0.00 | 461,290 |
| 2018-02-28 | Grant / award (derivative) | 40,394 | $0.00 | 40,394 |
| 2018-02-28 | Option exercise (derivative) | 11,897 | $0.00 | 35,694 |
| 2018-02-28 | Option exercise (derivative) | 15,526 | $0.00 | 31,052 |
| 2018-02-28 | Option exercise (derivative) | 10,448 | $0.00 | 10,448 |
| 2018-02-28 | Option exercise (derivative) | 14,578 | $0.00 | 0 |
| 2018-02-28 | Option exercise | 15,526 | $0.00 | 376,000 |
| 2018-02-28 | Option exercise | 10,448 | $0.00 | 353,645 |
| 2018-02-28 | Option exercise | 14,578 | $0.00 | 338,605 |
| 2018-02-28 | Option exercise | 11,897 | $0.00 | 408,192 |
| 2018-02-28 | Grant / award | 6,829 | $0.00 | 360,474 |
| 2018-02-28 | Grant / award | 20,295 | $0.00 | 396,295 |
| 2018-02-28 | Grant / award | 4,592 | $0.00 | 343,197 |
| 2017-02-28 | Option exercise (derivative) | 10,448 | $0.00 | 20,896 |
| 2017-02-28 | Option exercise (derivative) | 15,525 | $0.00 | 46,578 |
| 2017-02-28 | Option exercise (derivative) | 15,554 | $0.00 | 0 |
| 2017-02-28 | Option exercise (derivative) | 14,577 | $0.00 | 14,578 |
| 2017-02-28 | Option exercise (derivative) | 47,591 | $0.00 | 47,591 |
| 2017-02-28 | Option exercise | 15,525 | $0.00 | 324,027 |
| 2017-02-28 | Grant / award | 6,829 | $0.00 | 308,502 |
| 2017-02-28 | Option exercise | 10,448 | $0.00 | 301,673 |
| 2017-02-28 | Grant / award | 4,592 | $0.00 | 291,225 |
| 2017-02-28 | Option exercise | 15,554 | $0.00 | 267,157 |
| 2017-02-28 | Option exercise | 14,577 | $0.00 | 286,633 |
| 2017-02-28 | Grant / award | 4,899 | $0.00 | 272,056 |
| 2016-11-02 | Open-market sale | 150,000 | $27.71 | 251,603 |
| 2016-02-28 | Option exercise (derivative) | 15,554 | $0.00 | 15,554 |
| 2016-02-28 | Grant / award (derivative) | 62,103 | $0.00 | 62,103 |
| 2016-02-28 | Option exercise (derivative) | 14,577 | $0.00 | 29,155 |
| 2016-02-28 | Option exercise (derivative) | 10,448 | $0.00 | 31,344 |
| 2016-02-28 | Option exercise (derivative) | 17,002 | $0.00 | 0 |
| 2016-02-28 | Option exercise | 10,448 | $0.00 | 394,775 |
| 2016-02-28 | Grant / award | 6,828 | $0.00 | 401,603 |
| 2016-02-28 | Option exercise | 17,002 | $0.00 | 339,446 |
| 2016-02-28 | Grant / award | 5,259 | $0.00 | 344,705 |
| 2016-02-28 | Option exercise | 15,554 | $0.00 | 360,259 |
| 2016-02-28 | Grant / award | 4,899 | $0.00 | 365,158 |
| 2016-02-28 | Grant / award | 4,592 | $0.00 | 384,327 |
| 2016-02-28 | Option exercise | 14,577 | $0.00 | 379,735 |
| 2015-02-28 | Option exercise (derivative) | 20,702 | $0.00 | 0 |
| 2015-02-28 | Option exercise (derivative) | 17,002 | $0.00 | 17,002 |
| 2015-02-28 | Option exercise (derivative) | 14,577 | $0.00 | 43,732 |
| 2015-02-28 | Grant / award (derivative) | 41,792 | $0.00 | 41,792 |
| 2015-02-28 | Option exercise (derivative) | 15,554 | $0.00 | 31,108 |
| 2015-02-28 | Option exercise | 15,554 | $0.00 | 298,377 |
| 2015-02-28 | Grant / award | 4,591 | $0.00 | 322,444 |
| 2015-02-28 | Option exercise | 14,577 | $0.00 | 317,853 |
| 2015-02-28 | Grant / award | 4,899 | $0.00 | 303,276 |
| 2015-02-28 | Grant / award | 5,258 | $0.00 | 282,823 |
| 2015-02-28 | Option exercise | 17,002 | $0.00 | 277,565 |
| 2015-02-28 | Option exercise | 20,702 | $0.00 | 260,563 |
| 2014-02-28 | Grant / award (derivative) | 58,309 | $0.00 | 58,309 |
| 2014-02-28 | Option exercise (derivative) | 15,554 | $0.00 | 46,662 |
| 2014-02-28 | Option exercise (derivative) | 17,002 | $0.00 | 34,004 |
| 2014-02-28 | Option exercise (derivative) | 20,701 | $0.00 | 20,702 |
| 2014-02-28 | Option exercise | 20,701 | $0.00 | 197,148 |
| 2014-02-28 | Option exercise | 5,258 | $0.00 | 219,408 |
| 2014-02-28 | Option exercise | 15,554 | $0.00 | 234,962 |
| 2014-02-28 | Option exercise | 4,899 | $0.00 | 239,861 |
| 2014-02-28 | Option exercise | 17,002 | $0.00 | 214,150 |
| 2014-02-26 | Option exercise (derivative) | 24,133 | $0.00 | 0 |
| 2014-02-26 | Option exercise | 24,133 | $0.00 | 176,447 |
| 2013-11-13 | Option exercise (derivative) | 25,000 | $0.00 | 0 |
| 2013-11-13 | Open-market sale | 100,000 | $33.25 | 152,313 |
| 2013-11-13 | Open-market sale | 25,000 | $33.25 | 252,313 |
| 2013-11-13 | Option exercise | 25,000 | — | 277,313 |
| 2013-02-28 | Option exercise (derivative) | 20,701 | $0.00 | 41,403 |
| 2013-02-28 | Grant / award (derivative) | 62,216 | $0.00 | 62,216 |
| 2013-02-28 | Option exercise (derivative) | 17,002 | $0.00 | 51,006 |
| 2013-02-28 | Option exercise (derivative) | 5,258 | $0.00 | 15,775 |
| 2013-02-28 | Option exercise | 17,002 | $0.00 | 247,055 |
| 2013-02-28 | Option exercise | 5,258 | $0.00 | 252,313 |
| 2013-02-28 | Option exercise | 20,701 | $0.00 | 230,053 |
| 2013-02-27 | Option exercise (derivative) | 29,747 | $0.00 | 0 |
| 2013-02-27 | Option exercise | 29,747 | $0.00 | 209,352 |
| 2013-02-26 | Option exercise (derivative) | 24,132 | $0.00 | 24,133 |
| 2013-02-26 | Option exercise | 24,132 | $0.00 | 179,605 |
| 2012-03-09 | Open-market sale | 125,000 | $24.65 | 155,473 |
| 2012-02-28 | Option exercise (derivative) | 20,701 | $0.00 | 62,104 |
| 2012-02-28 | Grant / award (derivative) | 68,008 | $0.00 | 68,008 |
| 2012-02-28 | Option exercise | 20,701 | $0.00 | 280,473 |
| 2012-02-27 | Option exercise (derivative) | 29,746 | $0.00 | 29,747 |
| 2012-02-27 | Option exercise | 29,746 | $0.00 | 259,772 |
| 2012-02-26 | Option exercise (derivative) | 24,133 | $0.00 | 48,265 |
| 2012-02-26 | Option exercise | 24,133 | $0.00 | 230,026 |
| 2011-02-28 | Option exercise (derivative) | 37,023 | $0.00 | 0 |
| 2011-02-28 | Grant / award (derivative) | 82,805 | $0.00 | 82,805 |
| 2011-02-28 | Option exercise | 45,662 | $0.00 | 205,893 |
| 2011-02-25 | Option exercise (derivative) | 29,746 | $0.00 | 59,493 |
| 2011-02-25 | Option exercise (derivative) | 24,132 | $0.00 | 72,398 |
| 2011-02-25 | Option exercise | 24,132 | $0.00 | 160,231 |
| 2010-03-08 | Open-market sale | 200,000 | $21.01 | 427,453 |
| 2010-03-08 | Open-market sale | 120,000 | $21.06 | 307,453 |
| 2010-02-28 | Option exercise (derivative) | 27,946 | $0.00 | 89,239 |
| 2010-02-28 | Option exercise (derivative) | 8,638 | $0.00 | 8,640 |
| 2010-02-26 | Grant / award (derivative) | 96,530 | $0.00 | 96,530 |
| 2010-02-26 | Option exercise | 38,384 | $19.60 | 426,353 |
| 2009-12-31 | Option exercise (derivative) | 166,667 | $0.00 | 0 |
| 2009-12-31 | Option exercise | 166,667 | $0.00 | 387,969 |
| 2009-12-03 | Option exercise (out-of-money) (derivative) | 12,500 | $0.00 | 0 |
| 2009-12-03 | Option exercise (out-of-money) | 12,500 | $21.90 | 233,802 |
| 2009-12-03 | Open-market sale | 12,500 | $22.41 | 221,302 |
| 2009-02-27 | Grant / award (derivative) | 118,984 | $0.00 | 118,984 |
| 2009-02-27 | Option exercise (derivative) | 8,638 | $0.00 | 0 |
| 2009-02-27 | Option exercise | 8,638 | $11.43 | 221,302 |
| 2009-01-30 | Grant / award | 29,096 | $0.00 | 212,664 |
| 2008-12-31 | Conversion (derivative) | 166,666 | $0.00 | 0 |
| 2008-12-31 | Conversion | 166,666 | $0.00 | 183,568 |
| 2008-08-28 | Option exercise (out-of-money) (derivative) | 12,500 | $0.00 | 0 |
| 2008-08-28 | Tax withholding | 7,320 | $26.08 | 22,082 |
| 2008-08-28 | Disposition to issuer | 5,180 | $26.08 | 16,902 |
| 2008-08-28 | Option exercise (out-of-money) | 12,500 | — | 29,402 |
| 2008-05-08 | Disposition to issuer | 160,000 | $28.06 | 16,902 |
| 2008-02-28 | Grant / award (derivative) | 37,023 | $0.00 | 37,023 |
| 2008-02-28 | Grant / award (derivative) | 25,916 | $0.00 | 25,916 |
| 2007-12-31 | Conversion (derivative) | 166,667 | $0.00 | 0 |
| 2007-12-31 | Conversion | 166,667 | $0.00 | 176,903 |
| 2007-11-30 | Conversion (derivative) | 18,531 | $0.00 | 0 |
| 2007-11-30 | Conversion | 9,265 | $0.00 | 10,236 |
| 2007-07-18 | — | — | — | 1,942.72 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.