Martin L Flanagan - Net Worth and Insider Trading

Martin L Flanagan Net Worth

The estimated net worth of Martin L Flanagan is at least $109 Million dollars as of 2024-04-25. Martin L Flanagan is the President & CEO of Invesco Ltd and owns about 4,026,945 shares of Invesco Ltd (IVZ) stock worth over $58 Million. Martin L Flanagan is also the President and Co-CEO of Franklin Resources Inc and owns about 1,994,747 shares of Franklin Resources Inc (BEN) stock worth over $51 Million. Details can be seen in Martin L Flanagan's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Martin L Flanagan has not made any transactions after 2023-03-01 and currently still holds the listed stock(s).

Transaction Summary of Martin L Flanagan

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Martin L Flanagan Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Martin L Flanagan owns 20 companies in total, including Invesco Ltd () , Invesco High Income 2024 Target Term () , and Invesco High Income 2023 Target Term Fund () among others .

Click here to see the complete history of Martin L Flanagan’s form 4 insider trades.

Insider Ownership Summary of Martin L Flanagan

Ticker Comapny Transaction Date Type of Owner
Invesco Ltd 2023-03-01 director & President & CEO
Invesco High Income 2024 Target Term 2017-11-29 other: Trustee
Invesco High Income 2023 Target Term Fund 2016-11-22 other: Trustee
Invesco Bond Fund 2014-08-29 other: Trustee
Invesco High Income Trust II 2014-08-29 other: Trustee
Invesco Municipal Trust 2014-08-29 other: Trustee
Invesco Trust for Investment Grade Municipals 2014-08-29 other: Trustee
Invesco Trust For Investment Grade New York Municipals 2014-08-29 other: Trustee
Invesco Municipal Opportunity Trust 2014-08-29 other: Trustee
Invesco Pennsylvania Value Municipal Income Trust 2014-08-29 other: Trustee
Invesco California Value Municipal Income Trust 2014-08-29 other: Trustee
Invesco Advantage Municipal Income Trust II 2014-08-29 other: Trustee
Invesco Senior Income Trust 2014-08-29 other: Trustee
Invesco Dynamic Credit Opportunities Fund 2014-08-29 other: Trustee
Invesco Muni Income Opps Trust 2010-06-01 director
Invesco Quality Municipal Income Trust 2010-06-01 director
Invesco Value Municipal Income Trust 2010-06-01 director
Franklin Resources Inc 2004-12-15 President
Templeton Dragon Fund Inc 2003-12-31 director & Vice President and Director
Franklin Limited Duration Income Trust 2003-08-29 director & Vice President

Martin L Flanagan Latest Holdings Summary

Martin L Flanagan currently owns a total of 2 stocks. Among these stocks, Martin L Flanagan owns 4,026,945 shares of Invesco Ltd (IVZ) as of March 1, 2023, with a value of $58 Million and a weighting of 53.62%. Martin L Flanagan also owns 1,994,747 shares of Franklin Resources Inc (BEN) as of December 15, 2004, with a value of $51 Million and a weighting of 46.38%.

Latest Holdings of Martin L Flanagan

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
IVZ Invesco Ltd 2023-03-01 4,026,945 14.52 58,471,241
BEN Franklin Resources Inc 2004-12-15 1,994,747 25.35 50,566,836

Holding Weightings of Martin L Flanagan


Martin L Flanagan Form 4 Trading Tracker

According to the SEC Form 4 filings, Martin L Flanagan has made a total of 2 transactions in Invesco Ltd (IVZ) over the past 5 years, including 1 buys and 1 sells. The most-recent trade in Invesco Ltd is the sale of 232,413 shares on March 1, 2023, which brought Martin L Flanagan around $4 Million.

According to the SEC Form 4 filings, Martin L Flanagan has made a total of 0 transactions in Franklin Resources Inc (BEN) over the past 5 years. The most-recent trade in Franklin Resources Inc is the sale of 23,925 shares on December 15, 2004, which brought Martin L Flanagan around $542,858.

Insider Trading History of Martin L Flanagan

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Martin L Flanagan Trading Performance

GuruFocus tracks the stock performance after each of Martin L Flanagan's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Martin L Flanagan is 16.5%. GuruFocus also compares Martin L Flanagan's trading performance to market benchmark return within the same time period. The performance of stocks bought by Martin L Flanagan within 3 months outperforms 2 times out of 3 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Martin L Flanagan's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Martin L Flanagan

Average Return

36.47%

Average return per transaction

Outperforming Transactions

67%

2 out of 3 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) -1.04 16.5 37.65 36.47 5.43 6.03
Relative Return to S&P 500(%) 3.25 16.24 37.1 33.82 4.75 1.18

Martin L Flanagan Ownership Network

Ownership Network List of Martin L Flanagan

No Data

Ownership Network Relation of Martin L Flanagan


Martin L Flanagan Owned Company Details

What does Invesco Ltd do?

Who are the key executives at Invesco Ltd?

Martin L Flanagan is the director & President & CEO of Invesco Ltd. Other key executives at Invesco Ltd include Senior Managing Director Stephanie Butcher , Senior Managing Director Tony Wong , and Senior Managing Director Jeffrey H Kupor .

Invesco Ltd () Insider Trades Summary

Over the past 18 months, Martin L Flanagan made 1 insider transaction in Invesco Ltd () with a net sale of 232,413. Other recent insider transactions involving Invesco Ltd () include a net sale of 10,325,812 shares made by Trian Fund Management, L.p. ,

In summary, during the past 3 months, insiders sold 0 shares of Invesco Ltd () in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 10,558,225 shares of Invesco Ltd () were sold and 0 shares were bought by its insiders, resulting in a net sale of 10,558,225 shares.

Invesco Ltd ()'s detailed insider trading history can be found in Insider Trading Tracker table.

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Invesco Ltd Insider Transactions

No Available Data

Martin L Flanagan Mailing Address

Above is the net worth, insider trading, and ownership report for Martin L Flanagan. You might contact Martin L Flanagan via mailing address: 1555 Peachtree Street, Suite 100, Atlanta Ga 30309.

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