KBWB · Invesco Ltd.

$97.66 +1.50 (+1.56%) At close · Sep 3

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$14.30B

441.50M

Trades by corporate insiders — officers, directors and holders of more than 10% of the shares — disclosed to the SEC on Forms 4 and 5. Form 3 supplies initial ownership rather than a trade; Form 4 must be filed within two business days of the trade.

Date	Insider	Role	Type	Security	Shares	Price	Value	After
2026-08-31	Butcher Stephanie	Senior Vice President	Convert↓ Filing footnotes — Restricted Stock Units (Direct) Each Restricted Stock Unit represents a contingent right to receive one Common share of Invesco Ltd. The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment.	Restricted Stock Units	20,766	—	—	62,838
2026-08-31	Sharp Douglas J	Insider	Award↑	Common Shares	22,642	—	—	88,387
2026-08-31	Sharp Douglas J	Insider	Tax↓	Common Shares	6,331	$32.78	$207,530	47,332
2026-08-31	Sharp Douglas J	Insider	Convert↓ Filing footnotes — Restricted Stock Units (Direct) Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd. The Restricted Stock Units vest in four equal annual installments and expire upon the employee's termination of employment.	Restricted Stock Units	11,891	—	—	11,892
2026-08-31	Sharp Douglas J	Insider	Convert↓ Filing footnotes — Restricted Stock Units (Direct) Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd. The Restricted Stock Units vest in four equal annual installments and expire upon the employee's termination of employment.	Restricted Stock Units	22,642	—	—	67,927
2026-08-31	Sharp Douglas J	Insider	Award↑	Common Shares	11,891	—	—	59,223
2026-08-31	Butcher Stephanie	Senior Vice President	Award↑	Common Shares	20,766	—	—	65,061
2026-08-31	Butcher Stephanie	Senior Vice President	Award↑	Common Shares	25,497	—	—	46,115
2026-08-31	Sharp Douglas J	Insider	Convert↓ Filing footnotes — Restricted Stock Units (Direct) Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd. The Restricted Stock Units vest in four equal annual installments and expire upon the employee's termination of employment.	Restricted Stock Units	22,404	—	—	44,809
2026-08-31	Butcher Stephanie	Senior Vice President	Tax↓	Common Shares	9,761	$32.78	$319,966	55,300
2026-08-31	Sharp Douglas J	Insider	Tax↓	Common Shares	5,524	$32.78	$181,077	53,699
2026-08-31	Sharp Douglas J	Insider	Tax↓	Common Shares	10,358	$32.78	$339,535	65,745
2026-08-31	Sharp Douglas J	Insider	Award↑	Common Shares	22,404	—	—	76,103
2026-08-31	Butcher Stephanie	Senior Vice President	Tax↓	Common Shares	11,984	$32.78	$392,836	34,131
2026-08-31	Butcher Stephanie	Senior Vice President	Award↑	Common Shares	19,179	—	—	53,310
2026-08-31	Butcher Stephanie	Senior Vice President	Convert↓ Filing footnotes — Restricted Stock Units (Direct) Each Restricted Stock Unit represents a contingent right to receive one Common share of Invesco Ltd. The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment.	Restricted Stock Units	25,497	—	—	25,497
2026-08-31	Sharp Douglas J	Insider	Convert↓ Filing footnotes — Restricted Stock Units (Direct) Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd. The Restricted Stock Units vest in four equal annual installments and expire upon the employee's termination of employment.	Restricted Stock Units	13,548	—	—	0
2026-08-31	Butcher Stephanie	Senior Vice President	Convert↓ Filing footnotes — Restricted Stock Units (Direct) Each Restricted Stock Unit represents a contingent right to receive one Common share of Invesco Ltd. The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment.	Restricted Stock Units	19,179	—	—	38,358
2026-08-31	Butcher Stephanie	Senior Vice President	Tax↓	Common Shares	9,015	$32.78	$295,512	44,295
2026-08-31	Sharp Douglas J	Insider	Award↑	Common Shares	13,548	—	—	53,663
2026-07-02	Lo Andrew Tak Shing	Senior Managing Director	Convert↑	Common Shares	116,754	—	—	955,847
2026-07-02	DUKES LAURA ALLISON	SMD and CFO	Tax↓	Common Shares	52,003	$27.01	$1,404,601	290,258
2026-07-02	Schlossberg Andrew	Director, President and CEO	Tax↓	Common Shares	156,007	$27.01	$4,213,749	742,708
2026-07-02	Kupor Jeffrey H	Senior Managing Director	Tax↓	Common Shares	26,002	$27.01	$702,314	125,818
2026-07-02	Lo Andrew Tak Shing	Senior Managing Director	Convert↓ Filing footnotes — Restricted Stock Units (Direct) Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd. The Restricted Stock Units vest in one installment on the 3rd anniversary of the grant date and expire upon the employee's termination of employment.	Restricted Stock Units	116,754	—	—	0
2026-06-01	Invesco Advisers, Inc.	Director	Award↑ Filing footnotes — Class E Common Stock, $0.01 par value (Direct) Represents the acquisition by IAI of Class E Common Stock as payment of its management fee.	Class E Common Stock, $0.01 par value	13,216	$28.24	$373,213	163,284
2026-05-29	Invesco Advisers, Inc.	Director	Other↓ Filing footnotes — Class E Common Stock, $0.01 par value (Direct) Represents the repurchase of shares of Class E Common Stock held by Invesco Advisers, Inc., which is a wholly owned indirect subsidiary of Invesco Ltd., the ultimate parent entity. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended.	Class E Common Stock, $0.01 par value	41,490	$25.88	$1,073,628	468,176
2026-05-29	Invesco Advisers, Inc.	Director	Other↓ Filing footnotes — Class E Common Stock, $0.01 par value (Direct) Represents the repurchase of shares of Class E Common Stock held by Invesco Advisers, Inc. (IAI), which is a wholly owned indirect subsidiary of Invesco Ltd., the ultimate parent entity. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended.	Class E Common Stock, $0.01 par value	5,778	$28.24	$163,168	150,067
2026-05-15	GIBBONS THOMAS P	Director	Award↑	Common Shares	8,112	—	—	47,202
2026-05-15	Finke Thomas M	Director	Award↑	Common Shares	8,112	—	—	64,238
2026-05-15	Sheinwald Nigel	Director	Award↑	Common Shares	8,112	—	—	101,968
2026-05-15	WAGONER G RICHARD JR	Director	Award↑	Common Shares	8,112	—	—	107,870
2026-05-15	Tolliver Paula	Director	Award↑	Common Shares	8,112	—	—	66,272
2026-05-15	Glavin William Francis Jr	Director	Award↑	Common Shares	8,112	—	—	81,084
2026-05-15	Johnson Elizabeth S.	Director	Award↑	Common Shares	8,112	—	—	48,770
2026-05-15	WOMACK CHRISTOPHER C	Chairman, President & CEO	Award↑	Common Shares	8,112	—	—	59,917
2026-05-15	Beshar Sarah	Director	Award↑ Filing footnotes — Common Shares (Direct) This number includes 18.593 shares received through a dividend reinvestment program.	Common Shares	8,112	—	—	115,165
2026-05-15	WOOD PHOEBE A	Director	Award↑	Common Shares	8,112	—	—	110,111
2026-05-01	Invesco Realty, Inc.	Director	Award↑ Filing footnotes — Class E Common Stock, $0.01 par value (Direct) These shares are held directly by Invesco Realty, Inc. ("IRI"), which is a wholly owned subsidiary of Invesco Advisers, Inc. (the issuer's adviser), which is a wholly owned subsidiary of Invesco Group Services, Inc., which is a wholly owned subsidiary of OppenheimerFunds, Inc., which is a wholly owned subsidiary of Oppenheimer Acquisition Corp., which is a wholly owned subsidiary of Invesco Holding Company (US), Inc., which is a wholly owned subsidiary of Invesco Holding Company Limited and which is a wholly owned subsidiary of Invesco Ltd., the ultimate parent entity. As a result, all entities other than Invesco Realty, Inc. are indirect beneficial owners. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended.	Class E Common Stock, $0.01 par value	290,330	$25.83	$7,500,008	1,479,586
2026-05-01	Invesco Realty, Inc.	Director	Award↑ Filing footnotes — Class S Common Stock, $0.01 par value (Direct) These shares are held directly by Invesco Realty, Inc. ("IRI"), which is a wholly owned subsidiary of Invesco Advisers, Inc. (the issuer's adviser), which is a wholly owned subsidiary of Invesco Group Services, Inc., which is a wholly owned subsidiary of OppenheimerFunds, Inc., which is a wholly owned subsidiary of Oppenheimer Acquisition Corp., which is a wholly owned subsidiary of Invesco Holding Company (US), Inc., which is a wholly owned subsidiary of Invesco Holding Company Limited and which is a wholly owned subsidiary of Invesco Ltd., the ultimate parent entity. As a result, all entities other than Invesco Realty, Inc. are indirect beneficial owners. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended.	Class S Common Stock, $0.01 par value	301,574	$24.87	$7,499,964	1,498,497
2026-05-01	Invesco Advisers, Inc.	Director	Award↑ Filing footnotes — Class E Common Stock, $0.01 par value (Direct) Represents the acquisition by IAI of Class E Common Stock as payment of its management fee.	Class E Common Stock, $0.01 par value	13,478	$28.27	$380,968	155,846
2026-05-01	Invesco Realty, Inc.	Director	Award↑ Filing footnotes — Class I Common Stock, $0.01 par value (Direct) These shares are held directly by Invesco Realty, Inc. ("IRI"), which is a wholly owned subsidiary of Invesco Advisers, Inc. (the issuer's adviser), which is a wholly owned subsidiary of Invesco Group Services, Inc., which is a wholly owned subsidiary of OppenheimerFunds, Inc., which is a wholly owned subsidiary of Oppenheimer Acquisition Corp., which is a wholly owned subsidiary of Invesco Holding Company (US), Inc., which is a wholly owned subsidiary of Invesco Holding Company Limited and which is a wholly owned subsidiary of Invesco Ltd., the ultimate parent entity. As a result, all entities other than Invesco Realty, Inc. are indirect beneficial owners. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended.	Class I Common Stock, $0.01 par value	300,692	$24.94	$7,499,980	1,495,126
2026-05-01	Invesco Advisers, Inc.	Director	Award↑ Filing footnotes — Class E Common Stock, $0.01 par value (Direct) This Form 4 reports the acquisition by Invesco Advisers, Inc. (IAI) of 85,860.603 shares of Class E Common Stock as payment of its management fee under the Amended and Restated Advisory Agreement by and among the Company, Invesco Commercial Real Estate Finance Investments, LP and IAI. IAI is a wholly owned indirect subsidiary of Invesco Ltd., the ultimate parent entity. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended.	Class E Common Stock, $0.01 par value	85,860	$25.83	$2,217,996	509,667
2026-05-01	Invesco Realty, Inc.	Director	Award↑ Filing footnotes — Class D Common Stock, $0.01 par value (Direct) These shares are held directly by Invesco Realty, Inc. ("IRI"), which is a wholly owned subsidiary of Invesco Advisers, Inc. (the issuer's adviser), which is a wholly owned subsidiary of Invesco Group Services, Inc., which is a wholly owned subsidiary of OppenheimerFunds, Inc., which is a wholly owned subsidiary of Oppenheimer Acquisition Corp., which is a wholly owned subsidiary of Invesco Holding Company (US), Inc., which is a wholly owned subsidiary of Invesco Holding Company Limited and which is a wholly owned subsidiary of Invesco Ltd., the ultimate parent entity. As a result, all entities other than Invesco Realty, Inc. are indirect beneficial owners. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended.	Class D Common Stock, $0.01 par value	301,859	$24.85	$7,499,989	1,499,487
2026-04-30	Invesco Advisers, Inc.	Director	Other↓ Filing footnotes — Class E Common Stock, $0.01 par value (Direct) Represents the repurchase of shares of Class E Common Stock held by Invesco Advisers, Inc. (IAI), which is a wholly owned indirect subsidiary of Invesco Ltd., the ultimate parent entity. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended.	Class E Common Stock, $0.01 par value	5,778	$28.27	$163,320	142,368
2026-04-01	Invesco Advisers, Inc.	Director	Award↑ Filing footnotes — Class E Common Stock, $0.01 par value (Direct) Represents the acquisition by IAI of Class E Common Stock as payment of its management fee.	Class E Common Stock, $0.01 par value	11,257	$28.16	$317,042	148,146
2026-03-31	Invesco Advisers, Inc.	Director	Other↓ Filing footnotes — Class E Common Stock, $0.01 par value (Direct) Represents the repurchase of shares of Class E Common Stock held by Invesco Advisers, Inc. (IAI), which is a wholly owned indirect subsidiary of Invesco Ltd., the ultimate parent entity. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended.	Class E Common Stock, $0.01 par value	5,778	$28.16	$162,732	136,889
2026-03-13	Smith Alan Leonard	Chief Human Resources Officer	Tax↓	Common Shares	3,849	$23.00	$88,527	14,489
2026-03-13	Smith Alan Leonard	Chief Human Resources Officer	Award↑	Common Shares	8,641	—	—	18,338
2026-03-13	Smith Alan Leonard	Chief Human Resources Officer	Convert↓ Filing footnotes — Restricted Stock Units (Direct) Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd. The Restricted Stock Units vest in four equal annual installments and expire upon the employee's termination of employment.	Restricted Stock Units	8,641	—	—	8,641

Legend Buy — open-market purchase Sell — open-market sale ↑ Shares acquired ↓ Shares disposed (gift, conversion, tax…)

Showing 1–50 of 726 transactions

Key facts CIK 914208 CUSIP G491BT108 13F (30d) 418 filings 410 filers Visit website Investor relations