Stock Trading Canary

United States · SEC Form 4 · Snapshot date: 2026-10-19 · Built: 2026-10-19 · 中文

← United States · Coverage record

US · SEC FORM 4

Invesco Ltd.

IVZ · NYSE · CIK 0000914208 · Financial Services · Asset Management

INSIDER SIGNAL

No active buy signal

0 qualifying P purchase groups
in the current 180-day scoring window

33 Form 4 transaction lines observed in the same window
5 sales · 28 option, withholding, award, gift or other lines

Last qualifying purchase2022-06-14 · MASSACHUSETTS MUTUAL LIFE INSURANCE CO; MM Asset Management Holding LLC; MassMutual Holding LLC · $13.4M

WHY NO ACTIVE SIGNAL?

Purchase activityNone
Recent buyingNone
Recent salesModerate
Buy signal statusInactive
Score anatomy

No score is calculated because there is no qualifying purchase in the active window. Unavailable inputs are not treated as zero or as a bearish signal.

ClusterNot calculated
Purchase sizeNot calculated
RoleNot calculated
RecencyNot calculated
ConvictionNot calculated

Why is there no score?

  • No qualifying open-market purchase supplies cluster, size, role, recency or conviction inputs.
  • Sales and other Form 4 activity remain visible as context and do not create a negative score.

Sales and other Form 4 activity are shown separately and do not create a negative buy signal. Absence of buying is not scored as bearish.

Purchase breadth, concentration & cluster buying

These modules activate when qualifying purchases enter the 180-day research window.

Insider activity timeline

Owner lanes show the latest 180 days. Symbol shape identifies the transaction type; sales remain context only.

AprMayJunJulAugSepOct
Lo Andrew Tak ShingSenior Managing Director
○▼▼
Butcher StephanieSenior Managing Director
○○▼
DUKES LAURA ALLISONChief Financial Officer
○○▼
WOOD PHOEBE ADirector
○▼
Sharp Douglas JSenior Managing Director
○○
WOMACK CHRISTOPHER CDirector
○
● Purchase▼ Sale○ Other

Showing the six most active owners; 10 additional owner(s) remain in Form 4 evidence.

SIGNAL HISTORY

No recorded active-signal snapshot

Scores are archived only when the company qualifies for a published US buy-signal snapshot. Last qualifying purchase: 2022-06-14 · MASSACHUSETTS MUTUAL LIFE INSURANCE CO; MM Asset Management Holding LLC; MassMutual Holding LLC.

Recent Form 4 activity

0Purchases
6Sales
63Other Form 4 lines
35SEC filings · 365 days
BUYING0 qualifying P line(s) · 180 days
SELLING5 sale line(s) · context only
OTHER28 exercise / withholding / award / gift / other lines
10b5-1 / PLANNEDNot assessed

P is an open-market or private purchase. S is a sale. M, F, A and G usually describe exercises, tax withholding, awards and gifts. These categories remain visually separate.

Market context

Market context has not been captured for this ticker yet. The daily market-context job processes the US universe in rotating batches.

Short interest

Short interest is external context reported to FINRA by broker-dealers. It does not affect the Insider Signal.

Shares short
16,111,028
Previous report
13,080,822
Avg daily volume
5,188,151
Days to cover
3.1

FINRA settlement date: 2026-09-30 · Captured 2026-10-12 · FINRA equity short interest ↗. A share count, published about a week after each of two settlement dates a month; not a percentage of shares outstanding.

Historical equity purchases

Qualifying code P transactions in the local Form 4 history, including purchases outside the current signal window.

Transaction dateReporting ownerTypeSecuritySharesAvg. priceApprox. valueSource
2022-06-14MASSACHUSETTS MUTUAL LIFE INSURANCE CO; MM Asset Management Holding LLC; MassMutual Holding LLCPurchase (P)Common Shares827,590USD 16.21USD 13,415,234SEC filing ↗
2022-06-13MASSACHUSETTS MUTUAL LIFE INSURANCE CO; MM Asset Management Holding LLC; MassMutual Holding LLCPurchase (P)Common Shares827,590USD 16.08USD 13,307,647SEC filing ↗
2022-05-10Vacheron TerryPurchase (P)Common Shares4,000USD 17.40USD 69,600SEC filing ↗
2022-04-04TRIAN FUND MANAGEMENT, L.P.Purchase (P)Common Stock250,062USD 23.46USD 5,866,455SEC filing ↗
2022-04-01TRIAN FUND MANAGEMENT, L.P.Purchase (P)Common Stock1,474,538USD 23.13USD 34,106,064SEC filing ↗
2022-03-31TRIAN FUND MANAGEMENT, L.P.Purchase (P)Common Stock2,000,000USD 23.07USD 46,140,000SEC filing ↗
2022-03-30TRIAN FUND MANAGEMENT, L.P.Purchase (P)Common Stock1,500,000USD 23.36USD 35,040,000SEC filing ↗
2022-03-29TRIAN FUND MANAGEMENT, L.P.Purchase (P)Common Stock1,273,501USD 23.20USD 29,545,223SEC filing ↗
2022-03-28TRIAN FUND MANAGEMENT, L.P.Purchase (P)Common Stock756,419USD 22.15USD 16,754,681SEC filing ↗
2022-03-25TRIAN FUND MANAGEMENT, L.P.Purchase (P)Common Stock720,080USD 22.01USD 15,848,961SEC filing ↗
2022-03-24TRIAN FUND MANAGEMENT, L.P.Purchase (P)Common Stock682,437USD 21.77USD 14,856,653SEC filing ↗
2022-03-23TRIAN FUND MANAGEMENT, L.P.Purchase (P)Common Stock1,026,508USD 21.52USD 22,090,452SEC filing ↗
2022-03-08MASSACHUSETTS MUTUAL LIFE INSURANCE COPurchase (P)Common Shares1,378,433USD 19.48USD 26,857,221SEC filing ↗
2022-03-07MASSACHUSETTS MUTUAL LIFE INSURANCE COPurchase (P)Common Shares1,378,433USD 18.65USD 25,707,775SEC filing ↗
2022-03-04MASSACHUSETTS MUTUAL LIFE INSURANCE COPurchase (P)Common Shares1,349,650USD 19.01USD 25,656,847SEC filing ↗

Form 4 evidence

69 transaction lines in the latest 365-day window; 467 in local history.

DateOwnerTypeSecuritySharesAvg. priceApprox. valueSource
2026-09-11WOOD PHOEBE ASale (S)Common Shares3,000USD 32.44USD 97,320SEC filing ↗
2026-09-09Lo Andrew Tak ShingSale (S)Common Shares100,840USD 32.20USD 3,247,048SEC filing ↗
2026-09-09Butcher StephanieSale (S)Common Shares45,095USD 32.28USD 1,455,667SEC filing ↗
Show recent Form 4 evidence (30 grouped rows)
DateOwnerTypeSecuritySharesAvg. priceApprox. valueSource
2026-09-11WOOD PHOEBE ASale (S)Common Shares3,000USD 32.44USD 97,320SEC filing ↗
2026-09-09Lo Andrew Tak ShingSale (S)Common Shares100,840USD 32.20USD 3,247,048SEC filing ↗
2026-09-09Butcher StephanieSale (S)Common Shares45,095USD 32.28USD 1,455,667SEC filing ↗
2026-09-08Lo Andrew Tak ShingSale (S)Common Shares42,530USD 32.85USD 1,397,110SEC filing ↗
2026-09-04DUKES LAURA ALLISONSale (S)Common Shares31,075USD 33.16USD 1,030,447SEC filing ↗
2026-09-04DUKES LAURA ALLISONGift (G)Common Shares7,600USD 0.00USD 0SEC filing ↗
2026-08-31Sharp Douglas JTax withholding (F)Common Shares22,213USD 32.78USD 728,142SEC filing ↗
2026-08-31Sharp Douglas JAward / grant (A)Common Shares70,485USD 0.00USD 0SEC filing ↗
2026-08-31Butcher StephanieTax withholding (F)Common Shares30,760USD 32.78USD 1,008,313SEC filing ↗
2026-08-31Butcher StephanieAward / grant (A)Common Shares65,442USD 0.00USD 0SEC filing ↗
2026-07-02Schlossberg AndrewTax withholding (F)Common Shares156,007USD 27.01USD 4,213,749SEC filing ↗
2026-07-02Lo Andrew Tak ShingOption exercise / conversion (M)Common Shares116,754USD 0.00USD 0SEC filing ↗
2026-07-02Kupor Jeffrey HTax withholding (F)Common Shares26,002USD 27.01USD 702,314SEC filing ↗
2026-07-02DUKES LAURA ALLISONTax withholding (F)Common Shares52,003USD 27.01USD 1,404,601SEC filing ↗
2026-05-15WOOD PHOEBE AAward / grant (A)Common Shares8,112USD 0.00USD 0SEC filing ↗
2026-05-15WOMACK CHRISTOPHER CAward / grant (A)Common Shares8,112USD 0.00USD 0SEC filing ↗
2026-05-15WAGONER G RICHARD JRAward / grant (A)Common Shares8,112USD 0.00USD 0SEC filing ↗
2026-05-15Tolliver PaulaAward / grant (A)Common Shares8,112USD 0.00USD 0SEC filing ↗
2026-05-15Sheinwald NigelAward / grant (A)Common Shares8,112USD 0.00USD 0SEC filing ↗
2026-05-15Johnson Elizabeth S.Award / grant (A)Common Shares8,112USD 0.00USD 0SEC filing ↗
2026-05-15Glavin William Francis JrAward / grant (A)Common Shares8,112USD 0.00USD 0SEC filing ↗
2026-05-15GIBBONS THOMAS PAward / grant (A)Common Shares8,112USD 0.00USD 0SEC filing ↗
2026-05-15Finke Thomas MAward / grant (A)Common Shares8,112USD 0.00USD 0SEC filing ↗
2026-05-15Beshar SarahAward / grant (A)Common Shares8,112USD 0.00USD 0SEC filing ↗
2026-03-13Smith Alan LeonardTax withholding (F)Common Shares3,849USD 23.00USD 88,527SEC filing ↗
2026-03-13Smith Alan LeonardAward / grant (A)Common Shares8,641USD 0.00USD 0SEC filing ↗
2026-02-28Wong TonyTax withholding (F)Common Shares17,854USD 26.26USD 468,846SEC filing ↗
2026-02-28Wong TonyAward / grant (A)Common Shares31,955USD 0.00USD 0SEC filing ↗
2026-02-28Vacheron TerryTax withholding (F)Common Shares2,852USD 26.26USD 74,894SEC filing ↗
2026-02-28Vacheron TerryAward / grant (A)Common Shares4,798USD 0.00USD 0SEC filing ↗

Multiple price lines in one filing are grouped and share-weighted. Price and value are blank when a grouped filing line lacks price evidence.

Snapshot & identity

Snapshot date2026-10-19
Ranking versionUS-v1.2
Data qualityPASS ELIGIBLE · —
TickerIVZ
CIK0000914208
SectorFinancial Services
IndustryAsset Management Yahoo Finance
SEC SIC6282 Investment Advice
ExchangeNYSE

Data coverage

Local Form 4 history467 transaction lines from 2020-01-30 to 2026-09-11
21 P purchase lines · 23 S sale lines · 423 other lines
SEC company submissionsOpen SEC filings ↗

Local ledger as of 2026-10-19. Mapping status is an audit field and does not erase SEC filing evidence.