🕵️ Invesco Ltd. ($IVZ)
SEC insider & ownership activity, last 12 months · CIK 914208 · every row links its SEC filing
Over the last 12 months insiders sold $11.0M with no open-market buying against it. Lo Andrew Tak Shing sold $4.6M in discretionary trades (Sep). 1 planned sale is pending, the largest $1.4M (Lo Andrew Tak Shing). No red-flag 8-Ks in the window.
Monthly net open-market insider flow, last 12 months (up = net buying)
Insider flow
0 buyers, $0 (0 lots) · 5 sellers, $11.0M (6 lots)
| Insider | Buys | Bought | Sells | Sold | Last |
|---|---|---|---|---|---|
| Lo Andrew Tak Shing | 0 | – | 2 | $4.6M | Sep 9, 2026 |
| Douglas J. Sharp | 0 | – | 1 | $3.8M | Oct 31, 2025 |
| Butcher Stephanie | 0 | – | 1 | $1.5M | Sep 9, 2026 |
| Dukes Laura Allison | 0 | – | 1 | $1.0M | Sep 4, 2026 |
| Phoebe A. Wood | 0 | – | 1 | $97K | Sep 11, 2026 |
5%+ holders
| Holder | Stake | Class | Schedule | Event | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8.1% | 13G | Apr 23, 2025 | filing ↗ | |
| Vanguard Capital Management | 7.2% | 13G | Apr 30, 2026 | filing ↗ |
Planned insider sales (Form 144)
| Seller | Planned | Approx. sale date | |
|---|---|---|---|
| Phoebe A. Wood | $97K | Sep 11, 2026 | filing ↗ |
| Lo Andrew Tak Shing | $3.2M | Sep 9, 2026 | filing ↗ |
| Butcher Stephanie | $1.5M | Sep 9, 2026 | filing ↗ |
| Lo Andrew Tak Shing | $1.4M | Sep 8, 2026 | filing ↗ |
| Dukes Laura Allison | $1.0M | Sep 4, 2026 | filing ↗ |
| Douglas J. Sharp | $3.8M | Oct 31, 2025 | filing ↗ |
Material events (8-K)
| Item | Event date | |
|---|---|---|
| Reg FD disclosure (7.01) | Sep 10, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Sep 10, 2026 | filing ↗ |
| Officer/director changes (5.02) | Aug 31, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Aug 31, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Aug 31, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Aug 11, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Aug 11, 2026 | filing ↗ |
| Earnings (2.02) | Jul 28, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jul 28, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Jul 10, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jul 10, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Jun 9, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jun 9, 2026 | filing ↗ |
| Shareholder vote (5.07) | May 21, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | May 11, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | May 11, 2026 | filing ↗ |
| Earnings (2.02) | Apr 28, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Apr 28, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Apr 10, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Apr 10, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Mar 10, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Mar 10, 2026 | filing ↗ |
| Other events (8.01) | Feb 18, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Feb 10, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Feb 10, 2026 | filing ↗ |
| Earnings (2.02) | Jan 27, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jan 27, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Jan 12, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jan 12, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Dec 9, 2025 | filing ↗ |