What the executives and directors of Invesco actually did with their own shares, decoded from three years of SEC Form 4 filings.
The tape: three years of insider trades
Every marker sits at the exact price reported on the Form 4. The line is the monthly median of all prices insiders reported, so the chart needs no market feed; the gray strip is routine flow (vestings, tax withholding, gifts) that headlines love to miscount as selling.
Where the shares went, last 12 months
Every Form 4 movement decomposed: what flowed in (grants, vested equity, purchases) and what flowed out (tax withholding, plan sales, discretionary sales, gifts). Counted in shares, because grants carry no price.
Skin in the game
Directly held shares as reported after each trade, indexed to 100 five years back. Direct holdings only: trust and family-entity positions are per-entity in the filings and do not sum honestly, so this chart refuses to guess. The steps are the trades.
Who holds what
| Insider | Role | Shares held | Buys 12 m | Sales 12 m |
|---|---|---|---|---|
| Lo Andrew Tak Shing Senior Managing Director | Officer | 955.8K | — | — |
| Schlossberg Andrew President and CEO | CEO | 742.7K | — | — |
| DUKES LAURA ALLISON Chief Financial Officer | CFO | 290.3K | — | — |
| Giuliano Mark F SMD & Chief Adm Officer | Officer | 195.6K | — | — |
| Wong Tony Senior Managing Director | Officer | 128.2K | — | — |
| Kupor Jeffrey H Senior Managing Director | Officer | 125.8K | — | — |
| WAGONER G RICHARD JR | Director | 122.9K | — | — |
| Beshar Sarah | Director | 115.2K | — | — |
| WOOD PHOEBE A | Director | 110.1K | — | — |
| Sheinwald Nigel | Director | 102K | — | — |
| Glavin William Francis Jr | Director | 81.1K | — | — |
| Tolliver Paula | Director | 66.3K | — | — |
| Finke Thomas M | Director | 64.2K | — | — |
| Sharp Douglas J Senior Managing Director | Officer | 61.8K | — | $3.8M |
Open-market trade log
| Date | Insider | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| 2025-10-31 | Sharp Douglas J (Officer) | Discretionary sale | 160K | $23.56 | $3.8M |
| 2025-09-10 | Butcher Stephanie (Officer) | Discretionary sale | 103.2K | $22.12 | $2.3M |
| 2023-03-01 | FLANAGAN MARTIN L (CEO) | Discretionary sale | 232.4K | $17.43 | $4.1M |
| 2023-01-30 | TRIAN FUND MANAGEMENT, L.P. (10% owner) | Discretionary sale | 786.4K | $18.11 | $14.2M |
| 2023-01-27 | TRIAN FUND MANAGEMENT, L.P. (10% owner) | Discretionary sale | 2.4M | $18.42 | $43.6M |
| 2023-01-25 | TRIAN FUND MANAGEMENT, L.P. (10% owner) | Discretionary sale | 2.4M | $18.10 | $43M |
| 2023-01-24 | TRIAN FUND MANAGEMENT, L.P. (10% owner) | Discretionary sale | 1M | $18.56 | $18.8M |
| 2023-01-23 | TRIAN FUND MANAGEMENT, L.P. (10% owner) | Discretionary sale | 3.8M | $19.02 | $72M |
| 2022-06-14 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO (10% owner) | Open-market buy | 827.6K | $16.21 | $13.4M |
| 2022-06-13 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO (10% owner) | Open-market buy | 827.6K | $16.08 | $13.3M |
| 2022-05-10 | Vacheron Terry (Officer) | Open-market buy | 4,000 | $17.40 | $70K |
| 2022-04-04 | TRIAN FUND MANAGEMENT, L.P. (10% owner) | Open-market buy | 250.1K | $23.46 | $5.9M |
| 2022-04-01 | TRIAN FUND MANAGEMENT, L.P. (10% owner) | Open-market buy | 1.5M | $23.13 | $34.1M |
| 2022-03-31 | TRIAN FUND MANAGEMENT, L.P. (10% owner) | Open-market buy | 2M | $23.07 | $46.1M |
| 2022-03-30 | TRIAN FUND MANAGEMENT, L.P. (10% owner) | Open-market buy | 1.5M | $23.36 | $35M |
| 2022-03-29 | TRIAN FUND MANAGEMENT, L.P. (10% owner) | Open-market buy | 1.3M | $23.20 | $29.5M |
| 2022-03-28 | TRIAN FUND MANAGEMENT, L.P. (10% owner) | Open-market buy | 756.4K | $22.15 | $16.8M |
| 2022-03-25 | TRIAN FUND MANAGEMENT, L.P. (10% owner) | Open-market buy | 720.1K | $22.01 | $15.8M |
| 2022-03-24 | TRIAN FUND MANAGEMENT, L.P. (10% owner) | Open-market buy | 682.4K | $21.77 | $14.9M |
| 2022-03-23 | TRIAN FUND MANAGEMENT, L.P. (10% owner) | Open-market buy | 1M | $21.52 | $22.1M |
| 2022-03-08 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO (10% owner) | Open-market buy | 312.5K | $19.77 | $6.2M |
| 2022-03-08 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO (10% owner) | Open-market buy | 1.1M | $19.40 | $20.7M |
| 2022-03-08 | McGreevey Gregory (Officer) | Discretionary sale | 200K | $19.60 | $3.9M |
| 2022-03-07 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO (10% owner) | Open-market buy | 1.4M | $18.65 | $25.7M |
| 2022-03-04 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO (10% owner) | Open-market buy | 1.3M | $19.01 | $25.7M |
| 2022-03-01 | FLANAGAN MARTIN L (CEO) | Discretionary sale | 189.7K | $19.51 | $3.7M |
| 2021-11-04 | Meadows Colin (Officer) | Discretionary sale | 47.2K | $25.84 | $1.2M |
| 2021-11-01 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO (10% owner) | Open-market buy | 7,582 | $26.15 | $198K |
| 2021-09-13 | Lo Andrew Tak Shing (Officer) | Discretionary sale | 150K | $24.91 | $3.7M |
| 2021-05-12 | WOOD PHOEBE A (Director) | Discretionary sale | 8,824 | $26.65 | $235K |
| 2021-05-11 | Lo Andrew Tak Shing (Officer) | Discretionary sale | 300K | $27.34 | $8.2M |
| 2021-05-07 | Meadows Colin (Officer) | Discretionary sale | 170.5K | $28.28 | $4.8M |
| 2021-03-12 | McGreevey Gregory (Officer) | Discretionary sale | 200K | $25.46 | $5.1M |
| 2021-03-04 | Sharp Douglas J (Officer) | Discretionary sale | 33.2K | $23.28 | $773K |
| 2020-09-02 | FLANAGAN MARTIN L (CEO) | Open-market buy | 4,207 | $10.24 | $43K |
| 2020-09-02 | Beshar Sarah (Director) | Open-market buy | 9,500 | $10.54 | $100K |
| 2020-09-01 | FLANAGAN MARTIN L (CEO) | Open-market buy | 290.3K | $10.19 | $3M |
| 2020-05-01 | HENRIKSON C ROBERT (Director) | Open-market buy | 12.7K | $7.93 | $100K |
| 2019-06-07 | WAGONER G RICHARD JR (Director) | Open-market buy | 10K | $20.71 | $207K |
| 2019-05-13 | CANION ROD (Director) | Open-market buy | 10K | $19.84 | $198K |
| 2019-05-02 | CANION ROD (Director) | Open-market buy | 10K | $21.24 | $212K |
| 2019-05-02 | Johnson Ben F. III (Director) | Open-market buy | 10K | $21.37 | $214K |
| 2019-02-22 | Beshar Sarah (Director) | Open-market buy | 5,270 | $18.97 | $100K |
| 2019-02-21 | CANION ROD (Director) | Open-market buy | 20K | $18.89 | $378K |
| 2019-02-08 | CANION ROD (Director) | Open-market buy | 10K | $17.97 | $180K |
| 2018-03-15 | FLANAGAN MARTIN L (CEO) | Discretionary sale | 299.4K | $32.92 | $9.9M |
| 2018-03-14 | FLANAGAN MARTIN L (CEO) | Discretionary sale | 123.5K | $33.62 | $4.2M |
| 2018-03-09 | Lege Annette (Officer) | Discretionary sale | 5,000 | $34.31 | $172K |
| 2018-02-27 | Beshar Sarah (Director) | Open-market buy | 2,970 | $33.32 | $99K |
| 2018-02-15 | CAROME KEVIN M (Officer) | Discretionary sale | 25K | $33.38 | $835K |
| 2017-10-31 | Meadows Colin (Officer) | Discretionary sale | 54.2K | $36.01 | $2M |
| 2017-05-02 | Taylor Philip (Officer) | Discretionary sale | 60K | $32.40 | $1.9M |
| 2016-12-05 | Kelley Karen Dunn (Officer) | Discretionary sale | 157.6K | $31.56 | $5M |
| 2016-11-28 | Taylor Philip (Officer) | Discretionary sale | 140K | $31.33 | $4.4M |
| 2016-11-02 | Lo Andrew Tak Shing (Officer) | Discretionary sale | 150K | $27.71 | $4.2M |
| 2016-09-09 | LAWRENCE EDWARD P (Director) | Discretionary sale | 1,609 | $30.84 | $50K |
| 2016-08-01 | Johnson Ben F. III (Director) | Open-market buy | 2,000 | $29.24 | $58K |
| 2016-06-10 | Meadows Colin (Officer) | Discretionary sale | 40.4K | $28.43 | $1.1M |
| 2016-05-19 | Meadows Colin (Officer) | Discretionary sale | 17.3K | $28.68 | $495K |
| 2016-03-01 | FLANAGAN MARTIN L (CEO) | Discretionary sale | 296.4K | $27.34 | $8.1M |
“Since trade” compares with the latest insider-implied price, not a market quote; this site carries no market data by design.
Filing hygiene
How to read this
A Form 4 transaction code decides everything. P is an open-market purchase and S an open-market sale; those two are the only codes where an insider chose to trade. A is a grant, M an option exercise or vesting, F shares withheld to cover tax, G a gift. Most “insiders dumped billions” headlines are code F and M mechanics.
Sales flagged 10b5-1 run on a plan the insider adopted in advance; since 2023 every Form 4 carries that flag. Buys have historically predicted returns, sales mostly have not, and this page states filings, not advice.