Wednesday, October 28, 2026
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IVZ Insider Trading and Fund Holdings (Invesco Ltd.) · https://wallstpal.com/stock/ivz/ · saved 2026-10-28

About this page

Insider trades reported on SEC Form 4: when the people who run a company buy or sell its shares with their own money.

How to read it

Form 4
The form a company insider (officer, director or owner of more than 10%) must file with the SEC within two business days of buying or selling the company's shares.
Buy (P) and Sell (S)
Open-market purchases and sales. Gifts, option exercises and automatic tax withholding are left out because they say little about what the insider thinks.
Value
Shares times price, as reported on the filing.
10b5-1
A trade made under a plan set up in advance. Planned sales are common and usually say less than an unplanned purchase.
Late filing
A Form 4 filed more than two business days after the trade.
Vs. S&P 500
How the stock did after the trade minus how the overall market did in the same weeks.

A real example

In January 2016, when bank stocks were falling, JPMorgan Chase CEO Jamie Dimon bought 500,000 JPMorgan shares with his own money, worth about $26 million. His Form 4 made the purchase public within days, and investors read it as a strong sign of confidence.

Explain it like I'm 13

If the coach of a team bets his own allowance that his team will win, that tells you something. A Form 4 is the note a company boss must hand in whenever he buys or sells his own company's shares, so everyone can see it.

Data from public SEC filings and congressional reports. Information, not investment advice. Check every number against the filing linked on the page.

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Invesco Ltd. (IVZ): Insider Trades and Fund Holdings

In the past 12 months, Invesco Ltd. insiders reported no open-market purchases and 5 sales worth $7.23M; 0 of the sales were reported as made under a 10b5-1 trading plan.

0Insider buys, 12 months
$0Bought by insiders, 12 months
$7.23MSold by insiders, 12 months
1Tracked funds holding

Timeline: news and trades

Company filings (8-K), insider trades, notices of planned sales (Form 144), Congress trades and fund moves in the past year, newest first.

  1. Oct 27, 2026NewsCompany reported: Signed a material agreement
  2. Oct 27, 2026NewsCompany reported: Quarterly or annual results
  3. Sep 11, 2026Insider saleDirector Phoebe A. Wood sold $97,320
  4. Sep 11, 2026Planned saleWOOD PHOEBE A (director) filed notice to sell about $97,322 around Sep 11, 2026
  5. Sep 9, 2026Insider saleSenior Managing Director Andrew Tak Shing Lo sold $3.2 million (9 days after: executive or director change)
  6. Sep 9, 2026Insider saleSenior Managing Director Stephanie Butcher sold $1.5 million (9 days after: executive or director change)
  7. Sep 9, 2026Planned saleLo Andrew Tak Shing (officer) filed notice to sell about $3.2 million around Sep 9, 2026
  8. Sep 9, 2026Planned saleButcher Stephanie (officer) filed notice to sell about $1.5 million around Sep 9, 2026
  9. Sep 8, 2026Insider saleSenior Managing Director Andrew Tak Shing Lo sold $1.4 million (8 days after: executive or director change)
  10. Sep 8, 2026Planned saleLo Andrew Tak Shing (officer) filed notice to sell about $1.4 million around Sep 8, 2026
  11. Sep 8, 2026Planned saleDUKES LAURA ALLISON (officer) filed notice to sell about $1 million around Sep 4, 2026
  12. Sep 4, 2026Insider saleCFO Laura Allison Dukes sold $1 million (4 days after: executive or director change)
  13. Aug 31, 2026NewsCompany reported: Executive or director change
  14. Jul 28, 2026NewsCompany reported: Quarterly or annual results
  15. Jun 30, 2026FundTrian Fund Management cut 45% in Q2 2026 (13F filed Aug 12, 2026)
  16. Mar 17, 2026CongressRep. Kevin Hern sell $15K–$50K (joint)
  17. Feb 10, 2026CongressRep. Gilbert Ray Cisneros, Jr. partial sell $1K–$15K
  18. Jan 9, 2026CongressRep. Gilbert Ray Cisneros, Jr. buy $1K–$15K

Recent insider trades

Open-market purchases (code P) and sales (code S) from Form 4. Grants, option exercises and gifts are not shown. Latest filing: Sep 14, 2026.

Recent IVZ insider trades
FiledTradedInsiderRoleTypeSharesPrice ($)ValueHoldingFiling
Sep 14Sep 11Phoebe A. WoodDirectorDirector▼ SELL3,00032.44$97K−2.7%Form 4 ↗
Sep 10Sep 9Andrew Tak Shing LoSenior Managing DirectorSenior Managing Director▼ SELL100,84032.20$3.25M−11%Form 4 ↗
Sep 10Sep 9Stephanie ButcherSenior Managing DirectorSenior Managing Director▼ SELL45,09532.28$1.46M−82%Form 4 ↗
Sep 10Sep 8Andrew Tak Shing LoSenior Managing DirectorSenior Managing Director▼ SELL42,53032.84$1.40M−4.4%Form 4 ↗
Sep 9Sep 4Laura Allison DukesCFOCFO▼ SELL31,07533.16$1.03M−11%Form 4 ↗
Source: SEC Form 4 filings, retrieved Oct 28, 2026. How we read filings

Insiders who traded in the past year

InsiderRoleBuysBoughtSellsSoldLatest
Phoebe A. WoodDirector0$01$97KSep 14, 2026
Andrew Tak Shing LoSenior Managing Director0$02$4.64MSep 10, 2026
Stephanie ButcherSenior Managing Director0$01$1.46MSep 10, 2026
Laura Allison DukesCFO0$01$1.03MSep 9, 2026

Trades by members of Congress

Reported under the STOCK Act. Amounts are ranges from the form. All Congress trades →

Congress trades in IVZ
FiledMemberTypeOwnerAmountTradedDays to reportReport
Apr 3▼ SELLJoint$15K–$50KMar 1717PDF ↗
Mar 9▼ PARTIAL SELLMember$1K–$15KFeb 1027PDF ↗
Feb 13▲ BUYMember$1K–$15KJan 935PDF ↗

Buybacks and executive pay

Invesco Ltd. spent $123.6 million buying back its own shares in 2025.

From the company's XBRL data filed with the SEC. "Actually paid" is the SEC's pay-versus-performance measure, which counts changes in the value of stock awards. "Value of $100 invested" is the company's cumulative shareholder return as reported, usually measured from five years earlier. See all buybacks and CEO pay across companies.

Filing quality

A All 5 insider trades reported on time. How it is graded

Tracked funds that report IVZ

From each fund's latest 13F. Holdings are as of quarter end and are filed up to 45 days later.

FundQuarterSharesValue% of portfolioChange
Trian Fund ManagementQ2 20261,625,472$42.9M1.01%▼ −45.3%
Source: SEC Form 13F-HR filings, retrieved Oct 28, 2026. How we read filings

Reading these numbers

Insiders sell for many reasons: taxes, diversification, a house. Purchases with their own money are rarer and are usually read as more informative. A Form 4 is due within two business days of the trade. How to read a Form 4 →