Brian Norris - Net Worth and Insider Trading
Brian Norris Net Worth
The estimated net worth of Brian Norris is at least $24,870 dollars as of 2024-04-26. Brian Norris is the Portfolio Manager of Invesco High Income 2023 Target Term Fund and owns about 2,500 shares of Invesco High Income 2023 Target Term Fund (IHIT) stock worth over $17,300. Brian Norris is also the CIO of Invesco Mortgage Capital Inc and owns about 898 shares of Invesco Mortgage Capital Inc (IVR) stock worth over $7,570. Details can be seen in Brian Norris's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Brian Norris has not made any transactions after 2020-02-28 and currently still holds the listed stock(s).
Transaction Summary of Brian Norris
Brian Norris Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Brian Norris owns 3 companies in total, including Invesco Mortgage Capital Inc (IVR) , Invesco High Income 2024 Target Term (IHTA) , and Invesco High Income 2023 Target Term Fund (IHIT) .
Click here to see the complete history of Brian Norris’s form 4 insider trades.
Insider Ownership Summary of Brian Norris
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| IVR | Invesco Mortgage Capital Inc | 2020-02-28 | Interim CIO |
| IHTA | Invesco High Income 2024 Target Term | 2017-11-29 | other: Portfolio Manager |
| IHIT | Invesco High Income 2023 Target Term Fund | 2017-05-10 | other: Portfolio Manager |
Brian Norris Latest Holdings Summary
Brian Norris currently owns a total of 2 stocks. Among these stocks, Brian Norris owns 2,500 shares of Invesco High Income 2023 Target Term Fund (IHIT) as of May 10, 2017, with a value of $17,300 and a weighting of 69.56%. Brian Norris also owns 898 shares of Invesco Mortgage Capital Inc (IVR) as of February 28, 2020, with a value of $7,570 and a weighting of 30.44%.
Latest Holdings of Brian Norris
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| IHIT | Invesco High Income 2023 Target Term Fund | 2017-05-10 | 2,500 | 6.92 | 17,300 |
| IVR | Invesco Mortgage Capital Inc | 2020-02-28 | 898 | 8.43 | 7,570 |
Holding Weightings of Brian Norris
Brian Norris Form 4 Trading Tracker
According to the SEC Form 4 filings, Brian Norris has made a total of 0 transactions in Invesco High Income 2023 Target Term Fund (IHIT) over the past 5 years. The most-recent trade in Invesco High Income 2023 Target Term Fund is the acquisition of 2,500 shares on May 10, 2017, which cost Brian Norris around $25,000.
According to the SEC Form 4 filings, Brian Norris has made a total of 2 transactions in Invesco Mortgage Capital Inc (IVR) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Invesco Mortgage Capital Inc is the acquisition of 400 shares on February 28, 2020, which cost Brian Norris around $63,680.
Insider Trading History of Brian Norris
- 1
Brian Norris Trading Performance
GuruFocus tracks the stock performance after each of Brian Norris's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Brian Norris is -19.44%. GuruFocus also compares Brian Norris's trading performance to market benchmark return within the same time period. The performance of stocks bought by Brian Norris within 3 months outperforms 1 times out of 4 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Brian Norris's insider trading performs compared to the benchmark.
Performance of Brian Norris
Average Return
-59.86%
Outperforming Transactions
25%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -19.45 | -19.44 | -21.37 | -59.86 | -55.5 | -51.12 |
| Relative Return to S&P 500(%) | -13.21 | -22.22 | -29.53 | -69.75 | -74.6 | -64.54 |
Brian Norris Ownership Network
Ownership Network List of Brian Norris
Ownership Network Relation of Brian Norris
Brian Norris Owned Company Details
What does Invesco Mortgage Capital Inc do?
Who are the key executives at Invesco Mortgage Capital Inc?
Brian Norris is the Interim CIO of Invesco Mortgage Capital Inc. Other key executives at Invesco Mortgage Capital Inc include Chief Investment Officer John Anzalone , Chief Financial Officer Phegley Richard Lee Jr. , and Executive Vice President Kevin M Collins .
Invesco Mortgage Capital Inc (IVR) Insider Trades Summary
Over the past 18 months, Brian Norris made no insider transaction in Invesco Mortgage Capital Inc (IVR). Other recent insider transactions involving Invesco Mortgage Capital Inc (IVR) include a net sale of 1,630 shares made by Lientz James R Jr ,
In summary, during the past 3 months, insiders sold 0 shares of Invesco Mortgage Capital Inc (IVR) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 1,630 shares of Invesco Mortgage Capital Inc (IVR) were sold and 0 shares were bought by its insiders, resulting in a net sale of 1,630 shares.
Invesco Mortgage Capital Inc (IVR)'s detailed insider trading history can be found in Insider Trading Tracker table.
Invesco Mortgage Capital Inc Insider Transactions
Brian Norris Mailing Address
Above is the net worth, insider trading, and ownership report for Brian Norris. You might contact Brian Norris via mailing address: 1555 Peachtree Street, Ne, Suite 1800, Atlanta Ga 30309.
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