Invesco insider activity
What the executives and directors of Invesco actually did with their own shares, decoded from their SEC Form 4 filings. Each figure says the stretch of time it covers.
−$11M
net open-market flow, 12 m
0 open-market buys, 12 m
0%
of sale value on 10b5-1 plans, 12 m
1,560 days since an insider bought, whole record
The tape: three years of insider trades
Open-market buy
Discretionary sale
Planned sale (10b5-1)
Reported-price path
Routine
Every marker sits at the 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 grey strip is the routine flow (grants, vestings, tax withholding and gifts) that a headline gets wrong by counting it as selling.
The 79 routine events on the chart, as a list
| Date | Insider | Shares |
|---|---|---|
| Sep 4, 2026 | DUKES LAURA ALLISON | 7,600 |
| Aug 31, 2026 | Sharp Douglas J | 93K |
| Aug 31, 2026 | Butcher Stephanie | 96K |
| Jul 2, 2026 | Lo Andrew Tak Shing | 117K |
| Jul 2, 2026 | Schlossberg Andrew | 156K |
| Jul 2, 2026 | DUKES LAURA ALLISON | 52K |
| Jul 2, 2026 | Kupor Jeffrey H | 26K |
| May 15, 2026 | WAGONER G RICHARD JR | 8,112 |
| May 15, 2026 | WOMACK CHRISTOPHER C | 8,112 |
| May 15, 2026 | WOOD PHOEBE A | 8,112 |
| May 15, 2026 | GIBBONS THOMAS P | 8,112 |
| May 15, 2026 | Glavin William Francis Jr | 8,112 |
| May 15, 2026 | Finke Thomas M | 8,112 |
| May 15, 2026 | Sheinwald Nigel | 8,112 |
| May 15, 2026 | Beshar Sarah | 8,112 |
| May 15, 2026 | Tolliver Paula | 8,112 |
| May 15, 2026 | Johnson Elizabeth S. | 8,112 |
| Mar 13, 2026 | Smith Alan Leonard | 12K |
| Feb 28, 2026 | Lo Andrew Tak Shing | 150K |
| Feb 28, 2026 | Schlossberg Andrew | 273K |
| Feb 28, 2026 | DUKES LAURA ALLISON | 165K |
| Feb 28, 2026 | Kupor Jeffrey H | 18K |
| Feb 28, 2026 | Sharp Douglas J | 68K |
| Feb 28, 2026 | Vacheron Terry | 7,650 |
| Feb 28, 2026 | Smith Alan Leonard | 13K |
| Feb 28, 2026 | Wong Tony | 50K |
| Feb 28, 2026 | Butcher Stephanie | 9,237 |
| Feb 28, 2026 | JOHNSTON SHANNON A | 13K |
| Feb 6, 2026 | Wong Tony | 40K |
| Jan 15, 2026 | Sharp Douglas J | 43K |
| Dec 11, 2025 | Schlossberg Andrew | 19K |
| Oct 16, 2025 | JOHNSTON SHANNON A | 37K |
| Aug 31, 2025 | Sharp Douglas J | 83K |
| Aug 31, 2025 | Butcher Stephanie | 66K |
| Aug 27, 2025 | DUKES LAURA ALLISON | 35K |
| May 15, 2025 | WAGONER G RICHARD JR | 13K |
| May 15, 2025 | WOMACK CHRISTOPHER C | 13K |
| May 15, 2025 | WOOD PHOEBE A | 13K |
| May 15, 2025 | GIBBONS THOMAS P | 13K |
| May 15, 2025 | Glavin William Francis Jr | 13K |
| May 15, 2025 | Finke Thomas M | 13K |
| May 15, 2025 | Sheinwald Nigel | 13K |
| May 15, 2025 | Beshar Sarah | 13K |
| May 15, 2025 | Tolliver Paula | 13K |
| May 15, 2025 | Johnson Elizabeth S. | 13K |
| Mar 15, 2025 | Smith Alan Leonard | 13K |
| Feb 28, 2025 | Lo Andrew Tak Shing | 79K |
| Feb 28, 2025 | Schlossberg Andrew | 105K |
| Feb 28, 2025 | DUKES LAURA ALLISON | 58K |
| Feb 28, 2025 | Kupor Jeffrey H | 10K |
| Feb 28, 2025 | Sharp Douglas J | 14K |
| Feb 28, 2025 | Vacheron Terry | 4,351 |
| Feb 28, 2025 | Wong Tony | 28K |
| Feb 28, 2025 | Butcher Stephanie | 13K |
| Jan 15, 2025 | Sharp Douglas J | 43K |
| Oct 25, 2024 | DUKES LAURA ALLISON | 31K |
| Aug 31, 2024 | Schlossberg Andrew | 34K |
| Aug 31, 2024 | Sharp Douglas J | 72K |
| Aug 31, 2024 | Butcher Stephanie | 37K |
| May 15, 2024 | WAGONER G RICHARD JR | 12K |
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.
The chart, in numbers
| Flow | Shares |
|---|---|
| From holdings | 33K |
| Granted | 831K |
| Vested / exercised | 117K |
| Withheld for tax | 572K |
| Discretionary sales | 383K |
| Gifts | 26K |
Skin in the game
Directly held shares as reported after each trade, indexed to 100 at the start of the window, up to 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.
The chart, in numbers
| Insider | Start of the window | Latest reported | Indexed, start = 100 |
|---|---|---|---|
| DUKES LAURA ALLISON | 277K | 252K | 90.9 |
| Wong Tony | 157K | 127K | 80.9 |
| Kupor Jeffrey H | 93K | 126K | 135.7 |
Who holds what
the 14 largest holdings of 21| Insider | Role | Shares held | Buys 12 m | Sales 12 m | 12 m | Last trade |
|---|---|---|---|---|---|---|
| Lo Andrew Tak Shing Senior Managing Director Last trade Sep 9, 2026 | Officer | 812K | – | $4.6M | net selling over the year: 0 months buying, 1 month selling | Sep 9, 2026 |
| Schlossberg Andrew President and CEO | CEO | 743K | – | – | – | |
| DUKES LAURA ALLISON Chief Financial Officer Last trade Sep 4, 2026 | CFO | 259K | – | $1.0M | net selling over the year: 0 months buying, 1 month selling | Sep 4, 2026 |
| Giuliano Mark F SMD & Chief Adm Officer | Officer | 196K | – | – | – | |
| Wong Tony Senior Managing Director | Officer | 128K | – | – | – | |
| Kupor Jeffrey H Senior Managing Director | Officer | 126K | – | – | – | |
| WAGONER G RICHARD JR Last trade Jun 7, 2019 | Director | 123K | – | – | Jun 7, 2019 | |
| Beshar Sarah Last trade Sep 2, 2020 | Director | 115K | – | – | Sep 2, 2020 | |
| WOOD PHOEBE A Last trade Sep 11, 2026 | Director | 107K | – | $97K | net selling over the year: 0 months buying, 1 month selling | Sep 11, 2026 |
| Sheinwald Nigel | Director | 102K | – | – | – | |
| Glavin William Francis Jr | Director | 81K | – | – | – | |
| Tolliver Paula | Director | 66K | – | – | – | |
| Finke Thomas M | Director | 64K | – | – | – | |
| WOMACK CHRISTOPHER C | Director | 60K | – | – | – |
Open-market trade log
the 60 most recent of 135| Date | Insider | Type | Shares | Price | Value | Since trade | Filed |
|---|---|---|---|---|---|---|---|
| Sep 11, 2026 | WOOD PHOEBE A (Director) 3,000 shares $32.44 +0.0% since trade filed Sep 14, 2026 | Discretionary sale | 3,000 | $32.44 | $97K | +0.0% | Sep 14, 2026 |
| Sep 9, 2026 | Lo Andrew Tak Shing (Officer) 101K shares $32.20 +0.8% since trade filed Sep 10, 2026 | Discretionary sale | 101K | $32.20 | $3.2M | +0.8% | Sep 10, 2026 |
| Sep 9, 2026 | Butcher Stephanie (Officer) 45K shares $32.28 +0.5% since trade filed Sep 10, 2026 | Discretionary sale | 45K | $32.28 | $1.5M | +0.5% | Sep 10, 2026 |
| Sep 8, 2026 | Lo Andrew Tak Shing (Officer) 43K shares $32.85 −1.2% since trade filed Sep 10, 2026 | Discretionary sale | 43K | $32.85 | $1.4M | −1.2% | Sep 10, 2026 |
| Sep 4, 2026 | DUKES LAURA ALLISON (CFO) 31K shares $33.16 −2.2% since trade filed Sep 9, 2026 | Discretionary sale | 31K | $33.16 | $1.0M | −2.2% | Sep 9, 2026 |
| Oct 31, 2025 | Sharp Douglas J (Officer) 160K shares $23.56 +37.7% since trade filed Nov 3, 2025 | Discretionary sale | 160K | $23.56 | $3.8M | +37.7% | Nov 3, 2025 |
| Sep 10, 2025 | Butcher Stephanie (Officer) 103K shares $22.12 +46.7% since trade filed Sep 12, 2025 | Discretionary sale | 103K | $22.12 | $2.3M | +46.7% | Sep 12, 2025 |
| Mar 1, 2023 | FLANAGAN MARTIN L (CEO) 232K shares $17.43 +86.1% since trade filed Mar 2, 2023 | Discretionary sale | 232K | $17.43 | $4.1M | +86.1% | Mar 2, 2023 |
| Jan 30, 2023 | TRIAN FUND MANAGEMENT, L.P. (10% owner) 786K shares $18.11 +79.1% since trade filed Jan 31, 2023 | Discretionary sale | 786K | $18.11 | $14M | +79.1% | Jan 31, 2023 |
| Jan 27, 2023 | TRIAN FUND MANAGEMENT, L.P. (10% owner) 2.4M shares $18.42 +76.1% since trade filed Jan 31, 2023 | Discretionary sale | 2.4M | $18.42 | $44M | +76.1% | Jan 31, 2023 |
| Jan 25, 2023 | TRIAN FUND MANAGEMENT, L.P. (10% owner) 2.4M shares $18.10 +79.2% since trade filed Jan 25, 2023 | Discretionary sale | 2.4M | $18.10 | $43M | +79.2% | Jan 25, 2023 |
| Jan 24, 2023 | TRIAN FUND MANAGEMENT, L.P. (10% owner) 1.0M shares $18.56 +74.8% since trade filed Jan 25, 2023 | Discretionary sale | 1.0M | $18.56 | $19M | +74.8% | Jan 25, 2023 |
| Jan 23, 2023 | TRIAN FUND MANAGEMENT, L.P. (10% owner) 3.8M shares $19.02 +70.6% since trade filed Jan 25, 2023 | Discretionary sale | 3.8M | $19.02 | $72M | +70.6% | Jan 25, 2023 |
| Jun 14, 2022 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO (10% owner) 828K shares $16.21 +100.1% since trade filed Jun 15, 2022 | Open-market buy | 828K | $16.21 | $13M | +100.1% | Jun 15, 2022 |
| Jun 13, 2022 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO (10% owner) 828K shares $16.08 +101.7% since trade filed Jun 15, 2022 | Open-market buy | 828K | $16.08 | $13M | +101.7% | Jun 15, 2022 |
| May 10, 2022 | Vacheron Terry (Officer) 4,000 shares $17.40 +86.4% since trade filed May 11, 2022 | Open-market buy | 4,000 | $17.40 | $70K | +86.4% | May 11, 2022 |
| Apr 4, 2022 | TRIAN FUND MANAGEMENT, L.P. (10% owner) 250K shares $23.46 +38.3% since trade filed Apr 4, 2022 | Open-market buy | 250K | $23.46 | $5.9M | +38.3% | Apr 4, 2022 |
| Apr 1, 2022 | TRIAN FUND MANAGEMENT, L.P. (10% owner) 1.5M shares $23.13 +40.3% since trade filed Apr 4, 2022 | Open-market buy | 1.5M | $23.13 | $34M | +40.3% | Apr 4, 2022 |
| Mar 31, 2022 | TRIAN FUND MANAGEMENT, L.P. (10% owner) 2.0M shares $23.07 +40.6% since trade filed Apr 4, 2022 | Open-market buy | 2.0M | $23.07 | $46M | +40.6% | Apr 4, 2022 |
| Mar 30, 2022 | TRIAN FUND MANAGEMENT, L.P. (10% owner) 1.5M shares $23.36 +38.9% since trade filed Mar 30, 2022 | Open-market buy | 1.5M | $23.36 | $35M | +38.9% | Mar 30, 2022 |
| Mar 29, 2022 | TRIAN FUND MANAGEMENT, L.P. (10% owner) 1.3M shares $23.20 +39.8% since trade filed Mar 30, 2022 | Open-market buy | 1.3M | $23.20 | $30M | +39.8% | Mar 30, 2022 |
| Mar 28, 2022 | TRIAN FUND MANAGEMENT, L.P. (10% owner) 756K shares $22.15 +46.5% since trade filed Mar 30, 2022 | Open-market buy | 756K | $22.15 | $17M | +46.5% | Mar 30, 2022 |
| Mar 25, 2022 | TRIAN FUND MANAGEMENT, L.P. (10% owner) 720K shares $22.01 +47.4% since trade filed Mar 25, 2022 | Open-market buy | 720K | $22.01 | $16M | +47.4% | Mar 25, 2022 |
| Mar 24, 2022 | TRIAN FUND MANAGEMENT, L.P. (10% owner) 682K shares $21.77 +49.0% since trade filed Mar 25, 2022 | Open-market buy | 682K | $21.77 | $15M | +49.0% | Mar 25, 2022 |
| Mar 23, 2022 | TRIAN FUND MANAGEMENT, L.P. (10% owner) 1.0M shares $21.52 +50.7% since trade filed Mar 25, 2022 | Open-market buy | 1.0M | $21.52 | $22M | +50.7% | Mar 25, 2022 |
| Mar 8, 2022 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO (10% owner) 312K shares $19.77 +64.1% since trade filed Mar 8, 2022 | Open-market buy | 312K | $19.77 | $6.2M | +64.1% | Mar 8, 2022 |
| Mar 8, 2022 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO (10% owner) 1.1M shares $19.40 +67.2% since trade filed Mar 8, 2022 | Open-market buy | 1.1M | $19.40 | $21M | +67.2% | Mar 8, 2022 |
| Mar 8, 2022 | McGreevey Gregory (Officer) 200K shares $19.60 +65.5% since trade filed Mar 10, 2022 | Discretionary sale | 200K | $19.60 | $3.9M | +65.5% | Mar 10, 2022 |
| Mar 7, 2022 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO (10% owner) 1.4M shares $18.65 +73.9% since trade filed Mar 8, 2022 | Open-market buy | 1.4M | $18.65 | $26M | +73.9% | Mar 8, 2022 |
| Mar 4, 2022 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO (10% owner) 1.3M shares $19.01 +70.7% since trade filed Mar 8, 2022 | Open-market buy | 1.3M | $19.01 | $26M | +70.7% | Mar 8, 2022 |
| Mar 1, 2022 | FLANAGAN MARTIN L (CEO) 190K shares $19.51 +66.3% since trade filed Mar 2, 2022 | Discretionary sale | 190K | $19.51 | $3.7M | +66.3% | Mar 2, 2022 |
| Nov 4, 2021 | Meadows Colin (Officer) 47K shares $25.84 +25.5% since trade filed Nov 10, 2021 late | Discretionary sale | 47K | $25.84 | $1.2M | +25.5% | Nov 10, 2021 late |
| Nov 1, 2021 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO (10% owner) 7,582 shares $26.15 +24.1% since trade filed Mar 8, 2022 late | Open-market buy | 7,582 | $26.15 | $198K | +24.1% | Mar 8, 2022 late |
| Sep 13, 2021 | Lo Andrew Tak Shing (Officer) 150K shares $24.91 +30.2% since trade filed Sep 14, 2021 | Discretionary sale | 150K | $24.91 | $3.7M | +30.2% | Sep 14, 2021 |
| May 12, 2021 | WOOD PHOEBE A (Director) 8,824 shares $26.65 filed May 13, 2021 | Discretionary sale | 8,824 | $26.65 | $235K | – | May 13, 2021 |
| May 11, 2021 | Lo Andrew Tak Shing (Officer) 300K shares $27.34 filed May 12, 2021 | Discretionary sale | 300K | $27.34 | $8.2M | – | May 12, 2021 |
| May 7, 2021 | Meadows Colin (Officer) 170K shares $28.28 filed May 10, 2021 | Discretionary sale | 170K | $28.28 | $4.8M | – | May 10, 2021 |
| Mar 12, 2021 | McGreevey Gregory (Officer) 200K shares $25.46 filed Mar 15, 2021 | Discretionary sale | 200K | $25.46 | $5.1M | – | Mar 15, 2021 |
| Mar 4, 2021 | Sharp Douglas J (Officer) 33K shares $23.28 filed Mar 5, 2021 | Discretionary sale | 33K | $23.28 | $773K | – | Mar 5, 2021 |
| Sep 2, 2020 | FLANAGAN MARTIN L (CEO) 4,207 shares $10.24 filed Sep 2, 2020 | Open-market buy | 4,207 | $10.24 | $43K | – | Sep 2, 2020 |
| Sep 2, 2020 | Beshar Sarah (Director) 9,500 shares $10.54 filed Sep 3, 2020 | Open-market buy | 9,500 | $10.54 | $100K | – | Sep 3, 2020 |
| Sep 1, 2020 | FLANAGAN MARTIN L (CEO) 290K shares $10.19 filed Sep 2, 2020 | Open-market buy | 290K | $10.19 | $3.0M | – | Sep 2, 2020 |
| May 1, 2020 | HENRIKSON C ROBERT (Director) 13K shares $7.93 filed May 4, 2020 | Open-market buy | 13K | $7.93 | $100K | – | May 4, 2020 |
| Jun 7, 2019 | WAGONER G RICHARD JR (Director) 10K shares $20.71 filed Jun 10, 2019 | Open-market buy | 10K | $20.71 | $207K | – | Jun 10, 2019 |
| May 13, 2019 | CANION ROD (Director) 10K shares $19.84 filed May 14, 2019 | Open-market buy | 10K | $19.84 | $198K | – | May 14, 2019 |
| May 2, 2019 | CANION ROD (Director) 10K shares $21.24 filed May 6, 2019 | Open-market buy | 10K | $21.24 | $212K | – | May 6, 2019 |
| May 2, 2019 | Johnson Ben F. III (Director) 10K shares $21.37 filed May 6, 2019 | Open-market buy | 10K | $21.37 | $214K | – | May 6, 2019 |
| Feb 22, 2019 | Beshar Sarah (Director) 5,270 shares $18.97 filed Feb 25, 2019 | Open-market buy | 5,270 | $18.97 | $100K | – | Feb 25, 2019 |
| Feb 21, 2019 | CANION ROD (Director) 20K shares $18.89 filed Feb 22, 2019 | Open-market buy | 20K | $18.89 | $378K | – | Feb 22, 2019 |
| Feb 8, 2019 | CANION ROD (Director) 10K shares $17.97 filed Feb 11, 2019 | Open-market buy | 10K | $17.97 | $180K | – | Feb 11, 2019 |
| Mar 15, 2018 | FLANAGAN MARTIN L (CEO) 299K shares $32.92 filed Mar 16, 2018 | Discretionary sale | 299K | $32.92 | $9.9M | – | Mar 16, 2018 |
| Mar 14, 2018 | FLANAGAN MARTIN L (CEO) 123K shares $33.62 filed Mar 16, 2018 | Discretionary sale | 123K | $33.62 | $4.2M | – | Mar 16, 2018 |
| Mar 9, 2018 | Lege Annette (Officer) 5,000 shares $34.31 filed Mar 12, 2018 | Discretionary sale | 5,000 | $34.31 | $172K | – | Mar 12, 2018 |
| Feb 27, 2018 | Beshar Sarah (Director) 2,970 shares $33.32 filed Feb 28, 2018 | Open-market buy | 2,970 | $33.32 | $99K | – | Feb 28, 2018 |
| Feb 15, 2018 | CAROME KEVIN M (Officer) 25K shares $33.38 filed Feb 16, 2018 | Discretionary sale | 25K | $33.38 | $835K | – | Feb 16, 2018 |
| Oct 31, 2017 | Meadows Colin (Officer) 54K shares $36.01 filed Nov 2, 2017 | Discretionary sale | 54K | $36.01 | $2.0M | – | Nov 2, 2017 |
| May 2, 2017 | Taylor Philip (Officer) 60K shares $32.40 filed May 3, 2017 | Discretionary sale | 60K | $32.40 | $1.9M | – | May 3, 2017 |
| Dec 5, 2016 | Kelley Karen Dunn (Officer) 158K shares $31.56 filed Dec 6, 2016 | Discretionary sale | 158K | $31.56 | $5.0M | – | Dec 6, 2016 |
| Nov 28, 2016 | Taylor Philip (Officer) 140K shares $31.33 filed Nov 29, 2016 | Discretionary sale | 140K | $31.33 | $4.4M | – | Nov 29, 2016 |
| Nov 2, 2016 | Lo Andrew Tak Shing (Officer) 150K shares $27.71 filed Nov 3, 2016 | Discretionary sale | 150K | $27.71 | $4.2M | – | Nov 3, 2016 |
“Since trade” compares with the latest insider-implied price, not a market quote: these pages are built from filings alone. A role here is the one on that day's Form 4, so somebody promoted since appears under both titles.
Filing hygiene
90 Forms 4, 3 years
0 filed late
0 amendments
2 avg. days to file
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.