Insider and congress filings

Invesco Ltd. (IVZ)

NYSE · Financial Services · 84 congress trades · last filed 1 month agoS&P 500

5
Open-market insider filings shown
1d
Median delay on the insider filings, in business days
within the two business day rule
0 buys·5 sells
Purchases and sales in the filings shown
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About Invesco Ltd.

from the company's filings and listing, as of Oct 20, 2026
Exchange
NYSE
Sector
Financial Services
Industry
Asset Management
Chief executive
Andrew Ryan Schlossberg
Employees
7,405
Listed since
Aug 24, 1995
Market value
$12.5B
Price to earnings (12 mo)
-
Net income per share, as reported (12 mo)
-$0.14
Dividend yield
3.00%

www.invesco.com

Earnings

6 reported quarters · next on Oct 27, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q2 FY2026reported Jul 28, 2026$0.71$0.67$1.3B$1.3BEPS beatRevenue in line
Q1 FY2026reported Apr 28, 2026$0.57$0.58$1.3B$1.3BEPS in lineRevenue in line
Q4 FY2025reported Jan 27, 2026$0.62$0.58$1.3B$1.3BEPS beatRevenue in line
Q3 FY2025reported Oct 28, 2025$0.61$0.45$1.2B$1.2BEPS beatRevenue in line
Q2 FY2025reported Jul 22, 2025$0.36$0.41$1.1B$1.1BEPS missRevenue in line
Q1 FY2025reported Apr 22, 2025$0.44$0.39$1.1B$1.1BEPS beatRevenue in line

Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.

Executive pay

as filed for fiscal 2025 · proxy filed Apr 2, 2026
ExecutiveSalaryStock awardsOtherTotal
Andrew R. SchlossbergPresident and Chief Executive Officer$750K$10.1M$5.5M$16.3M
L. Allison DukesSenior Managing Director, Chief Financial Officer$500K$4.0M$2.6M$7.1M
Douglas J. SharpSenior Managing Director, Head of the Americas and EMEA$500K$3.3M$2.9M$6.7M
Andrew T.S. LoSenior Managing Director and Chief Executive Officer, Invesco Asia-Pacific$500K$3.3M$2.8M$6.6M
Tony L. WongSenior Managing Director, Co-Head of Investments$500K$3.1M$2.3M$5.9M
Stephanie C. ButcherSenior Managing Director, Co-Head of Investments$500K$3.0M$2.4M$5.9M

The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing

Institutional holders

13F positions as of Jun 30, 2026
HolderValueSharesShares vs prior qtr% of shares out
Massachusetts Mutual Life Insurance Co$2.1B81,332,3190.0%18.02%
BlackRock, Inc.$1.0B38,713,707-0.1%8.58%
Vanguard Capital Management LLC$741.7M28,104,027+0.5%6.23%
Dimensional Fund Advisors LP$573.1M21,716,982+1.7%4.81%
Vanguard Portfolio Management LLC$487.1M18,458,992-4.2%4.09%
State Street Corp$443.2M16,793,008+0.5%3.72%
Millennium Management LLC$414.0M15,689,569-27.5%3.48%
AQR Capital Management LLCCliff Asness$332.6M12,604,180+0.6%2.79%
Geode Capital Management, LLC$329.4M12,503,038-2.6%2.77%
Goldman Sachs Group Inc$294.2M11,149,168+5.7%2.47%
T. Rowe Price Associates, Inc.$280.2M10,616,670-12.4%2.35%
Invesco Ltd.$245.7M9,309,278-11.8%2.06%

A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.

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Open-market insider trades

5 filings shown · newest filing first
InsiderActionSharesPriceValueTrade dateDelay
(business days)
Phoebe A. WoodDirectorSold3,000$32.44$97KSep 11, 2026filed Sep 14, 20261d
Stephanie ButcherSenior Managing DirectorSold45,095$32.28$1.5MSep 9, 2026filed Sep 10, 20261d
Andrew Tak Shing LoSenior Managing DirectorSold100,840$32.20$3.2MSep 9, 2026filed Sep 10, 20261d
Andrew Tak Shing LoSenior Managing DirectorSold42,530$32.84$1.4MSep 8, 2026filed Sep 10, 20262d
Laura Allison DukesChief Financial OfficerSold31,075$33.16$1.0MSep 4, 2026filed Sep 9, 20262d

One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.

Insider filings reach a company by its ticker symbol. A symbol can be reassigned after its previous holder leaves the market, and a listed company also files on other companies whose stock it holds. This page withholds 2 insider rows: the SEC ownership filings behind them name a different company as the issuer of the stock traded.

Other Form 4 activity (20)
InsiderEventSharesDate
Shannon A. JohnstonSMD and CiooOption exercise28,249Oct 16, 2026
Shannon A. JohnstonSMD and CiooTax withholding12,526Oct 16, 2026
Shannon A. JohnstonSMD and CiooStock award28,249Oct 16, 2026
Invesco Advisers, Inc.DirectorStock award16,176Oct 1, 2026
Invesco Advisers, Inc.DirectorDisposed to issuer8,969Sep 30, 2026
Laura Allison DukesChief Financial OfficerGift7,600Sep 4, 2026
Douglas J. SharpSenior Managing DirectorOption exercise70,485Aug 31, 2026
Douglas J. SharpSenior Managing DirectorTax withholding22,213Aug 31, 2026
Douglas J. SharpSenior Managing DirectorStock award70,485Aug 31, 2026
Stephanie ButcherSenior Managing DirectorOption exercise65,442Aug 31, 2026
Stephanie ButcherSenior Managing DirectorTax withholding30,760Aug 31, 2026
Stephanie ButcherSenior Managing DirectorStock award65,442Aug 31, 2026
Andrew SchlossbergPresident and CEOTax withholding156,007Jul 2, 2026
Andrew Tak Shing LoSenior Managing DirectorOption exercise116,754Jul 2, 2026
Jeffrey H. KuporSenior Managing DirectorTax withholding26,002Jul 2, 2026
Laura Allison DukesChief Financial OfficerTax withholding52,003Jul 2, 2026
Sarah BesharDirectorStock award8,112May 15, 2026
Thomas M. FinkeDirectorStock award8,112May 15, 2026
Thomas P. GibbonsDirectorStock award8,112May 15, 2026
William Francis Glavin Jr.DirectorStock award8,112May 15, 2026

Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.

Congress trades in IVZ

20 disclosures of 84 on record · median 28d of the 45 allowed

Since the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 25, 2026), not the member's result. Not investment advice.

MemberTypeActionAmount disclosedStock since the tradeTrade dateDisclosedDelay
Ro KhannaStockSale$1,001 - $15,000+1.6%After the saleS&P 500 +1.3% · +0.4 pts vs S&P 500May 27, 2026Jun 9, 202613d
Ro KhannaStockPurchase$1,001 - $15,000+15.5%S&P 500 +10.8% · +4.7 pts vs S&P 500Apr 13, 2026May 11, 202628d
Kevin HernJointStockSale$15,001 - $50,000+18.3%After the saleS&P 500 +13.2% · +5.0 pts vs S&P 500Mar 17, 2026Apr 3, 202617d
Gilbert Ray Cisneros, Jr.StockSale$1,001 - $15,000+2.8%After the saleS&P 500 +9.8% · -6.9 pts vs S&P 500Feb 10, 2026Mar 9, 202627d
Gilbert Ray Cisneros, Jr.StockPurchase$1,001 - $15,000-1.8%S&P 500 +9.4% · -11.2 pts vs S&P 500Jan 9, 2026Feb 13, 202635d
Ro KhannaStockPurchase$1,001 - $15,000+107.7%S&P 500 +42.0% · +65.7 pts vs S&P 500Apr 23, 2025May 12, 202519d
Robert BresnahanStockSale$1,001 - $15,000+131.1%After the saleS&P 500 +53.0% · +78.2 pts vs S&P 500Apr 8, 2025Apr 28, 202520d
Ro KhannaStockSale$1,001 - $15,000+84.0%After the saleS&P 500 +36.0% · +48.0 pts vs S&P 500Mar 12, 2025Apr 10, 202529d
Ro KhannaStockSale$1,001 - $15,000+78.2%After the saleS&P 500 +32.6% · +45.5 pts vs S&P 500Mar 6, 2025Apr 10, 202535d
Ro KhannaStockPurchase$1,001 - $15,000+54.3%S&P 500 +23.9% · +30.3 pts vs S&P 500Feb 19, 2025Mar 6, 202515d
Ro KhannaStockSale$1,001 - $15,000+58.8%After the saleS&P 500 +29.7% · +29.1 pts vs S&P 500Nov 15, 2024Dec 5, 202420d
Gary C. PetersSelfStockSale (Full)$1,001 - $15,000+53.5%After the saleS&P 500 +30.5% · +23.0 pts vs S&P 500Oct 17, 2024Nov 14, 202428d
Ro KhannaStockPurchase$1,001 - $15,000+102.2%S&P 500 +74.9% · +27.3 pts vs S&P 500Nov 3, 2023Dec 6, 202333d
Ro KhannaStockSale$1,001 - $15,000+97.5%After the saleS&P 500 +77.9% · +19.6 pts vs S&P 500Oct 2, 2023Nov 8, 202337d
Michael T. McCaulINVESCO QQQ TR UNITSER 1FundSale$1,001 - $15,000+90.4%After the saleS&P 500 +80.3% · +10.1 pts vs S&P 500Jun 1, 2023Sep 14, 2023105d
Michael T. McCaulINVESCO QQQ TR UNITSER 1FundSale$1,001 - $15,000+66.7%After the saleS&P 500 +66.6% · +0.2 pts vs S&P 500Aug 1, 2023Sep 14, 202344d
Michael T. McCaulINVESCO QQQ TR UNITSER 1FundSale$1,001 - $15,000+73.8%After the saleS&P 500 +68.0% · +5.8 pts vs S&P 500Jul 27, 2023Aug 16, 202320d
Ro KhannaStockPurchase$1,001 - $15,000+86.3%S&P 500 +83.6% · +2.7 pts vs S&P 500May 23, 2023Jun 12, 202320d
Ro KhannaStockSale$1,001 - $15,000+74.1%After the saleS&P 500 +106.7% · -32.6 pts vs S&P 500Jun 17, 2022Jul 7, 202220d
Ro KhannaStockPurchase$1,001 - $15,000+48.9%S&P 500 +83.6% · -34.7 pts vs S&P 500May 5, 2022Jun 10, 202236d

Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.

A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.

Every Congress trade in IVZ, filterable by party, chamber, type and account.

Members of Congress reporting a position

1 member · estimate, as of Oct 19, 2026

1 member reports a position (estimated). The largest estimated position is in the $1,001 - $15,000 band.

MemberParty, chamberEstimated positionShare of their portfolio
Gilbert Ray Cisneros, Jr.Democrat · House$1,001 - $15,000<0.1%

Estimate, as of Oct 19, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.

Questions

Are insiders buying or selling IVZ?

Across the 5 most recent open-market filings shown here, 0 were purchases and 5 were sales.

Which members of Congress have traded IVZ?

Ro Khanna, Kevin Hern, Gilbert Ray Cisneros, Jr., Robert Bresnahan, Gary C. Peters and Michael T. McCaul disclosed IVZ transactions in the filings shown here.

Which members of Congress hold IVZ?

1 member of Congress reports a position in IVZ in the estimate we hold as of Oct 19, 2026. The estimated position belongs to Gilbert Ray Cisneros, Jr. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.

Is IVZ in the S&P 500 or the Nasdaq 100?

Invesco Ltd. is a current member of the S&P 500, per the membership list we hold as of Oct 26, 2026. Current members of either index get a page here whatever their filing history.

How quickly are IVZ trades disclosed?

Insider filings on this page reached the public a median of 1 business day after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 28 days, against the 45 the STOCK Act allows.

How to read a Form 4

A DECISION THE INSIDER MADE

POpen-market purchase. Bought with their own money at the market price.
SOpen-market sale. Sold on the market. A sale marked scheduled was set up in advance under a Rule 10b5-1 plan, often months before.

COMPENSATION PLUMBING

AStock award. Granted as pay, not bought.
MOption exercise. Converting options already held into shares.
FTax withholding. Shares handed back to the company to pay the tax on a grant.
GGift. Given away, with no money changing hands.

Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.

Data as of Oct 26, 2026.

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