Updated Jul 16, 2026 · Last SEC filing 2026-07-07
Invesco Ltd. (IVZ) has filed 14 SEC Form 4 insider transactions in the last 90 days, with the most recent on 2026-07-07. 5 Form 8-K material event filings were reported by IVZ in the last 90 days. InsiderAlpha tracks every IVZ SEC filing — Form 4, Form 144, and 8-K — in real time, including Rule 10b5-1 plan detection.
| SIC classification | Investment Advice (SIC 6282) |
|---|---|
| SEC CIK | 0000914208 |
| Form 4 filings (90d) | 14 |
|---|---|
| Form 8-K filings (90d) | 5 |
| Latest Form 4 filing | 2026-07-07 |
| Date | Insider | Role | Transaction | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| DUKES LAURA ALLISON | Chief Financial Officer | F — Tax withholding / forfeiture | 52.0K | $27.01 | $1.40M | SEC | |
| Kupor Jeffrey H | Senior Managing Director | F — Tax withholding / forfeiture | 26.0K | $27.01 | $702K | SEC | |
| Schlossberg Andrew | President and CEO | F — Tax withholding / forfeiture | 156.0K | $27.01 | $4.21M | SEC | |
| Lo Andrew Tak Shing | Senior Managing Director | M — Option exercise | 116.8K | $0.00 | — | SEC | |
| Glavin William Francis Jr | Director | A — Grant or award | 8.1K | $0.00 | — | SEC | |
| WAGONER G RICHARD JR | Director | A — Grant or award | 8.1K | $0.00 | — | SEC | |
| WOMACK CHRISTOPHER C | Director | A — Grant or award | 8.1K | $0.00 | — | SEC | |
| GIBBONS THOMAS P | Director | A — Grant or award | 8.1K | $0.00 | — | SEC | |
| Sheinwald Nigel | Director | A — Grant or award | 8.1K | $0.00 | — | SEC | |
| Finke Thomas M | Director | A — Grant or award | 8.1K | $0.00 | — | SEC | |
| Johnson Elizabeth S. | Director | A — Grant or award | 8.1K | $0.00 | — | SEC | |
| WOOD PHOEBE A | Director | A — Grant or award | 8.1K | $0.00 | — | SEC | |
| Beshar Sarah | Director | A — Grant or award | 8.1K | $0.00 | — | SEC | |
| Tolliver Paula | Director | A — Grant or award | 8.1K | $0.00 | — | SEC | |
| Smith Alan Leonard | SMD and CHRO | F — Tax withholding / forfeiture | 3.8K | $23.00 | $89K | SEC |
All transactions sourced from SEC EDGAR Form 4 filings for Invesco Ltd. (IVZ). Updated in real time as new filings are submitted to the SEC.
| Insider | Form 4 filings | Total transaction value |
|---|---|---|
| Lo Andrew Tak Shing | 2 | — |
| GIBBONS THOMAS P | 1 | — |
| Glavin William Francis Jr | 1 | — |
| Finke Thomas M | 1 | — |
| WOOD PHOEBE A | 1 | — |
SEC Form 4 transactions are reported with a one-letter code indicating the type of transaction. Common codes you'll see in IVZ insider filings:
| P | Open-market purchase by the insider |
|---|---|
| S | Open-market sale by the insider |
| A | Grant, award, or other acquisition from the issuer |
| M | Exercise or conversion of derivative security (e.g. options) |
| F | Payment of exercise price or tax liability via share withholding |
| G | Bona-fide gift of securities |
| D | Disposition to the issuer (e.g. share buyback participation) |
| J | Other acquisition or disposition |
| X | Exercise of in-the-money or at-the-money derivative security |
| C | Conversion of derivative security |
| V | Transaction voluntarily reported earlier than required |
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