Invesco (IVZ) insider buying and selling
Every Table I transaction reported by directors and officers of S&P 500 companies on SEC Form 4 filings (2 business days to file): each row labeled with its official transaction code, nothing filtered out beforehand.
Open-market purchases (code P) are the rare signal, in green; sales (code S) are common and often pre-scheduled (10b5-1). Table II (derivatives) is not included: its prices are exercise prices, not market values. Guide: insider buying.
| Date | Ticker | Insider | Role | Shares | Price | Amount | % of stake | Type / filing |
|---|
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Invesco Ltd. (IVZ) insider buying and selling: no purchases, 7 sales
59 Form 4 Table I transactions filed with the SEC by Invesco Ltd. insiders between 2025-08-28 and 2026-10-20 (15-month history): 0 open-market purchases and 7 sales, plus 52 transactions under other Form 4 codes, broken down one by one below. The largest open-market trade is a sale of $3.8M by Sharp Douglas J on 2025-10-31.
Invesco insider buying and selling over the last 12 months
Between Oct 21, 2025 and Oct 20, 2026, Invesco insiders filed 6 sales worth $11.0M on the open market, and no purchases.
The biggest seller was Lo Andrew Tak Shing (Senior Managing Director): $4.6M in 2 sales, out of 5 different sellers.
The largest trade of the period was a sale of $3.8M on Oct 31, 2025, by Sharp Douglas J (Senior Managing Director). Form 4 on sec.gov (0001764168-25-000009).
None of the 6 sales carries the 10b5-1 plan flag on the Form 4 (sales scheduled months ahead).
The last three months show 5 sales, against 0 in the three before. The latest sale from Sep 11, 2026.
Against its sector (Financial Services, 70 companies with an insider page on this site), over the same dates the median is 10 sales and 0 purchases on the open market. Invesco has more sales than 21 of the other 69, ranks 43 of 70 by net dollars sold, and 32 of the 70 have at least one purchase.
The 20 most important trades
With no open-market purchases, the table starts with IVZ's sales, largest first. The full history is in the tool above, already searched.
See all 59 IVZ trades in the full history →
| Trade date | Filed | Insider | Role | Amount | Code | Filing |
|---|---|---|---|---|---|---|
| 2025-10-31 | 2025-11-03 | Sharp Douglas J | Senior Managing Director | $3.8M | S — Open-market sale2 Form 4 footnotesF1 The reporting person effected multiple same-way open market sale transactions on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one dollar price. range. The reporting person hereby undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares sold at each separate price. F2 Reflects the weighted average sale price. The range of prices for such transactions is $23.54 - $23.62. | SEC |
| 2026-09-09 | 2026-09-10 | Lo Andrew Tak Shing | Senior Managing Director | $3.2M | S — Open-market sale2 Form 4 footnotesF1 The reporting person effected multiple same-way open market sale transactions on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one dollar price. range. The reporting person hereby undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares sold at each separate price. F3 Reflects the weighted average sale price. The range of prices for such transactions is $32.095 - $32.435. | SEC |
| 2025-09-10 | 2025-09-12 | Butcher Stephanie | Senior Managing Director | $2.3M | S — Open-market saleForm 4 footnoteF1 Reflects the weighted-average sales price. Common Shares were sold in multiple transactions at prices ranging from $22.055 to $22.155 per share. The reporting person undertakes to provide upon request to the SEC staff, the issuer or its shareowners full information regarding the number of shares sold at each separate price. | SEC |
| 2026-09-09 | 2026-09-10 | Butcher Stephanie | Senior Managing Director | $1.5M | S — Open-market sale2 Form 4 footnotesF1 The reporting person effected multiple same-way open market sale transactions on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one dollar price. range. The reporting person hereby undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares sold at each separate price. F2 Reflects the weighted average sale price. The range of prices for such transactions is $32.27 - $32.30. | SEC |
| 2026-09-08 | 2026-09-10 | Lo Andrew Tak Shing | Senior Managing Director | $1.4M | S — Open-market sale2 Form 4 footnotesF1 The reporting person effected multiple same-way open market sale transactions on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one dollar price. range. The reporting person hereby undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares sold at each separate price. F2 Reflects the weighted average sale price. The range of prices for such transactions is $32.80 - $32.94. | SEC |
| 2026-09-04 | 2026-09-09 | Dukes Laura Allison | Chief Financial Officer | $1.0M | S — Open-market sale2 Form 4 footnotesF1 The reporting person effected multiple same-way open market sale transactions on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one dollar price. range. The reporting person hereby undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares sold at each separate price. F2 Reflects the weighted average sale price. The range of prices for such transactions is $33.125 - $33.185. | SEC |
| 2026-09-11 | 2026-09-14 | Wood Phoebe A | Director | $97k | S — Open-market sale | SEC |
| 2026-07-02 | 2026-07-07 | Schlossberg Andrew | President and CEO | $4.2M | F — Tax withholding (shares surrendered for taxes) | SEC |
| 2026-02-28 | 2026-03-03 | Schlossberg Andrew | President and CEO | $2.5M | F — Tax withholding (shares surrendered for taxes) | SEC |
| 2026-02-28 | 2026-03-03 | Dukes Laura Allison | Chief Financial Officer | $1.5M | F — Tax withholding (shares surrendered for taxes) | SEC |
| 2026-07-02 | 2026-07-07 | Dukes Laura Allison | Chief Financial Officer | $1.4M | F — Tax withholding (shares surrendered for taxes) | SEC |
| 2026-02-06 | 2026-02-10 | Wong Tony | Senior Managing Director | $1.1M | F — Tax withholding (shares surrendered for taxes) | SEC |
| 2026-08-31 | 2026-09-02 | Butcher Stephanie | Senior Managing Director | $1.0M | F — Tax withholding (shares surrendered for taxes) | SEC |
| 2026-08-31 | 2026-09-02 | Sharp Douglas J | Senior Managing Director | $728k | F — Tax withholding (shares surrendered for taxes) | SEC |
| 2026-07-02 | 2026-07-07 | Kupor Jeffrey H | Senior Managing Director | $702k | F — Tax withholding (shares surrendered for taxes) | SEC |
| 2025-08-31 | 2025-09-02 | Sharp Douglas J | Senior Managing Director | $582k | F — Tax withholding (shares surrendered for taxes) | SEC |
| 2026-02-28 | 2026-03-03 | Sharp Douglas J | Senior Managing Director | $569k | F — Tax withholding (shares surrendered for taxes) | SEC |
| 2026-02-28 | 2026-03-03 | Wong Tony | Senior Managing Director | $469k | F — Tax withholding (shares surrendered for taxes) | SEC |
| 2025-08-31 | 2025-09-02 | Butcher Stephanie | Senior Managing Director | $460k | F — Tax withholding (shares surrendered for taxes) | SEC |
| 2026-01-15 | 2026-01-20 | Sharp Douglas J | Senior Managing Director | $403k | F — Tax withholding (shares surrendered for taxes) | SEC |
The period balance: money in, money out
In the Form 4 filings submitted between Aug 28, 2025 and Oct 20, 2026 there is not one open-market purchase of Invesco Ltd.: 7 sales worth $13.3M and zero dollars bought.
Only codes P and S count, where an insider puts in or takes out their own money. A selling balance like Invesco Ltd.'s is the norm in the S&P 500, where much of the pay comes as stock. It is not a recommendation to buy or sell: it is what was filed.
Every transaction, code by code
| Code | What it means | Trades | Reported amount |
|---|---|---|---|
| A | Grant or award | 27 | $0 |
| F | Tax withholding (shares surrendered for taxes) | 21 | $17.0M |
| S | Open-market sale | 7 | $13.3M |
| G | Gift | 3 | $0 |
| M | Option exercise | 1 | $0 |
| Total | Everything filed in the period | 59 | $30.2M |
31 of the 59 rows carry no usable amount on the Form 4: they count as trades and add $0. The code labels come from the SEC index.
Who has traded
Over the 15 months of history, 20 distinct people or entities have filed Invesco Ltd. transactions: none bought on the open market and 5 sold. Counted by CIK, the fixed number the SEC gives each filer, and not by name, which each filer types their own way.
| Filer | Role | Transactions | Bought (count) | Sold (count) | Last filed |
|---|---|---|---|---|---|
| Lo Andrew Tak Shing | Senior Managing Director | 4 | — | $4.6M (2) | 2026-09-10 |
| Sharp Douglas J | Senior Managing Director | 9 | — | $3.8M (1) | 2026-09-02 |
| Butcher Stephanie | Senior Managing Director | 7 | — | $3.7M (2) | 2026-09-10 |
| Dukes Laura Allison | Chief Financial Officer | 6 | — | $1.0M (1) | 2026-09-09 |
| Wood Phoebe A | Director | 2 | — | $97k (1) | 2026-09-14 |
| Johnston Shannon A | SMD and CIOO | 6 | — | — | 2026-10-20 |
| Schlossberg Andrew | President and CEO | 4 | — | — | 2026-07-07 |
| Smith Alan Leonard | SMD and CHRO | 4 | — | — | 2026-03-17 |
Shown here are the 8 who moved the most money, out of 20. The rest are in the full history, one link above. The name links to all their trades, in any company. "Transactions" counts any code; the money, open market only. Role: from their latest filing.
Month by month
By the month the trade was executed, not the month it was filed; months with no trades show zero. The busiest month was Sep 2026: 0 purchases and 5 sales, worth $7.2M. 12 of the 15 months have none.
| Month | Purchases | Amount | Sales | Amount |
|---|---|---|---|---|
| Aug 2025 | 0 | $0 | 0 | $0 |
| Sep 2025 | 0 | $0 | 1 | $2.3M |
| Oct 2025 | 0 | $0 | 1 | $3.8M |
| Nov 2025 | 0 | $0 | 0 | $0 |
| Dec 2025 | 0 | $0 | 0 | $0 |
| Jan 2026 | 0 | $0 | 0 | $0 |
| Feb 2026 | 0 | $0 | 0 | $0 |
| Mar 2026 | 0 | $0 | 0 | $0 |
| Apr 2026 | 0 | $0 | 0 | $0 |
| May 2026 | 0 | $0 | 0 | $0 |
| Jun 2026 | 0 | $0 | 0 | $0 |
| Jul 2026 | 0 | $0 | 0 | $0 |
| Aug 2026 | 0 | $0 | 0 | $0 |
| Sep 2026 | 0 | $0 | 5 | $7.2M |
| Oct 2026 | 0 | $0 | 0 | $0 |
The last month may be partial: a Form 4 is filed up to two business days later. The table does not say whether the pattern is good or bad; it says when it happened.
Invesco Ltd. (IVZ) analysis page →
Other Financial Services companies with insider trades
All 500 are listed in the section index →
Which insiders are buying their own company stock →
How to read this data
None of the 7 sales in the table is flagged as scheduled (10b5-1 plan), the kind signed months ahead and executed automatically. Invesco has no open-market purchase (code P) in the history, the most common case in the S&P 500: insiders are already paid in stock. The latest filing is from Oct 20, 2026, and a Form 4 arrives up to two business days after the trade.
6 of the 20 rows in the table carry footnotes from the Form 4 itself, folded into the code column and copied verbatim; a row with no footnote means the filing has none.
Guide: Insider buying · all guides
What is behind these trades
The concepts on this page, explained from scratch in the Academy. Free, no account.
- What the efficiency hypothesis says and what it does NOT sayIf an insider's purchase is public and anyone can read it, is there any information left in it? That is the exact question that brings people here.
- Who really moves the market: the types of investorWho sits on the other side of each order, and where a company's own insiders fit among them.
- Supply, demand and price: why it rises and falls constantlyHow a piece of news ends up inside the price, and why the reaction to a filed sale is rarely the one you would expect.
Source: SEC EDGAR Form 4. This is a list of public facts, not financial advice or a recommendation to buy or sell.