IVZ · Insider Trading

Invesco LTD

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Every open-market purchase and sale reported by IVZ officers, directors and 10%+ beneficial owners on SEC Form 4, which must be filed within two business days of the transaction. Sales often reflect scheduled 10b5-1 plans or tax withholding rather than a directional view, so read counts alongside the size and the filer.

Form 4 Filings

most recent

Open-Market Buys

code P

Sales

code S

Reporting Insiders

current holders

IVZ — Recent Form 4 Transactions (latest 2026-10-20)

Filed	Insider	Role	Type	Shares	Value
2026-10-20	Shannon A Johnston	SMD and CIOO	MIXED	+15,723	−$353.23K
2026-09-14	Phoebe A Wood	Director	Sell	−3,000	−$97.32K
2026-09-10	Stephanie Butcher	Senior Managing Director	Sell	−45,095	−$1.46M
2026-09-10	Andrew Tak Shing Lo	Senior Managing Director	Sell	−143,370	−$4.64M
2026-09-09	Laura Allison Dukes	Chief Financial Officer	MIXED	−38,675	−$1.03M
2026-09-02	Douglas J Sharp	Senior Managing Director	MIXED	+48,272	−$728.14K
2026-09-02	Stephanie Butcher	Senior Managing Director	MIXED	+34,682	−$1.01M
2026-07-07	Laura Allison Dukes	Chief Financial Officer	F	−52,003	−$1.40M
2026-07-07	Jeffrey H Kupor	Senior Managing Director	F	−26,002	−$702.31K
2026-07-07	Andrew Schlossberg	President and CEO	F	−156,007	−$4.21M
2026-07-07	Andrew Tak Shing Lo	Senior Managing Director	M	+116,754	—
2016-05-03	Edward P Lawrence	Director	A	+1,168	—
2016-05-03	Rod Canion	Director	A	+1,168	—
2016-05-03	Denis Kessler	Director	A	+1,168	—
2016-05-03	Nigel Sheinwald	Director	A	+1,168	—
2016-05-03	G Richard Wagoner Jr	Director	A	+1,168	—
2016-05-03	C Robert Henrikson	Director	A	+1,168	—
2016-05-03	Phoebe A Wood	Director	A	+1,168	—
2016-05-03	Ben F. Johnson III	Director	A	+1,168	—
2016-03-24	Philip Taylor	Senior Managing Director	MIXED	+483	−$17.17K
2016-03-01	Andrew Schlossberg	Senior Managing Director	MIXED	+36,471	−$331.62K
2016-03-01	Martin L Flanagan	President & CEO	MIXED	−256	−$8.10M
2016-03-01	Philip Taylor	Senior Managing Director	MIXED	+47,243	−$1.47M
2016-03-01	Loren M Starr	SMD & CFO	MIXED	+36,163	−$945.41K
2016-03-01	Andrew Tak Shing Lo	Senior Managing Director	MIXED	+79,159	—
2016-03-01	Colin Meadows	Senior Managing Director	MIXED	+40,569	−$1.01M
2016-03-01	Roderick G.H. Ellis	Chief Accounting Officer	MIXED	+8,771	−$147.29K
2016-03-01	Karen Dunn Kelley	Senior Managing Director	MIXED	+40,636	−$800.13K
2016-03-01	Kevin M Carome	SMD and General Counsel	MIXED	+28,690	−$683.52K
2016-02-02	Phoebe A Wood	Director	A	+1,211	—
2016-02-02	Nigel Sheinwald	Director	A	+1,211	—
2016-02-02	Rod Canion	Director	A	+1,211	—
2016-02-02	Edward P Lawrence	Director	A	+1,211	—
2016-02-02	C Robert Henrikson	Director	A	+1,211	—
2016-02-02	Denis Kessler	Director	A	+1,211	—
2016-02-02	G Richard Wagoner Jr	Director	A	+1,211	—
2016-02-02	Ben F. Johnson III	Director	A	+1,211	—
2015-12-17	Philip Taylor	Senior Managing Director	MIXED	+19,168	+$600.73K
2015-12-11	Edward P Lawrence	Director	G	−600	—
2015-11-20	Ben F. Johnson III	Director	G	−301	—
2015-11-02	Phoebe A Wood	Director	A	+1,092	—
2015-11-02	Ben F. Johnson III	Director	A	+1,092	—
2015-11-02	G Richard Wagoner Jr	Director	A	+1,092	—
2015-11-02	Nigel Sheinwald	Director	A	+1,092	—
2015-11-02	C Robert Henrikson	Director	A	+1,092	—
2015-11-02	Denis Kessler	Director	A	+1,092	—
2015-11-02	Edward P Lawrence	Director	A	+1,092	—
2015-11-02	Rod Canion	Director	A	+1,092	—
2015-08-04	Edward P Lawrence	Director	A	+939	—
2015-08-04	G Richard Wagoner Jr	Director	A	+939	—

IVZ — Current Insider Holders

Insider	Role	Shares Held	Value
Andrew Tak Shing Lo	Senior Managing Director	812,477	$23.76M
Andrew Schlossberg	President and CEO	742,708	$21.72M
Laura Allison Dukes	Chief Financial Officer	259,183	$7.58M
Jeffrey H Kupor	Senior Managing Director	125,818	$3.68M
Phoebe A Wood	Director	107,111	$3.13M
Douglas J Sharp	Senior Managing Director	47,332	$1.38M
Shannon A Johnston	SMD and CIOO	40,569	$1.19M
Stephanie Butcher	Senior Managing Director	10,205	$298.50K

IVZ Insider Trading FAQ

Who are the insiders at IVZ?

8 officers, directors and 10%+ beneficial owners currently report holdings in IVZ via SEC Form 4.

Are IVZ insiders buying or selling?

Across the 50 most recent Form 4 filings for IVZ, 0 were open-market purchases (code P) and 3 were sales (code S). Sales frequently reflect scheduled 10b5-1 plans or tax withholding rather than a view on the stock.

How current is IVZ insider data?

Form 4 must be filed within two business days of the transaction, so this is close to real time. The most recent IVZ filing is dated 2026-10-20.

How to read Form 4 activity

Form 4 reports a change in beneficial ownership by an officer, director or 10%+ holder, and must be filed within two business days of the transaction — so this is close to real time, unlike the 45-day-lagged 13F institutional data.

Transaction codes matter more than the raw buy/sell count. Code P is an open-market purchase — an insider choosing to buy with their own money, which is the signal most research treats as informative. Code S is a sale, but sales are frequently pre-scheduled under a 10b5-1 plan or cover tax withholding on vesting equity, so a run of sales often says nothing directional. Codes A and M are grants and option exercises rather than open-market decisions.

Full filing history and per-insider positions are on the IVZ quote page; the site-wide leaderboard is on the insider transactions hub.