Brian Norris - Net Worth and Insider Trading

Brian Norris Net Worth

The estimated net worth of Brian Norris is at least $24,839 dollars as of 2024-11-08. 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 $7,539. 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 final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Brian Norris has not made any transactions after 2020-02-28 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Brian Norris

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Brian Norris Insider Ownership Reports

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 69.65%. Brian Norris also owns 898 shares of Invesco Mortgage Capital Inc (IVR) as of February 28, 2020, with a value of $7,539 and a weighting of 30.35%.

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 8.40 7,539

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 1 transactions in Invesco Mortgage Capital Inc (IVR) over the past 5 years, including 1 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

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.

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.

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

Performance of Brian Norris

Average Return

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Average return per transaction

Outperforming Transactions

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1 out of 4 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(%) -19.45 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -13.21 LIMIT LIMIT LIMIT LIMIT LIMIT

Brian Norris Ownership Network

Ownership Network List of Brian Norris

No Data

Ownership Network Relation of Brian Norris

Insider Network Chart

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

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, 0 shares of Invesco Mortgage Capital Inc (IVR) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Invesco Mortgage Capital Inc (IVR)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Invesco Mortgage Capital Inc Insider Transactions

No Available Data

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.