Insider trade

Officer sold ~$3.25M of IVZ shares in the open market

Traded Sep 9, 2026 · Filed Sep 10, 2026

InvescoIVZ

~$3.25M
Reported value · 101K sh @ $32.20: 812K
Holds after · shares reported: -5.2%
stock since the trade · S&P 500 +0.2%, $32.09 → $30.42 on Oct 1

Why it stands out

Invesco's Senior Managing Director sold $3.25M of Invesco shares. Nobody planned it ahead of time.

Written from the filing's own figures. OQRO describes what was reported and never tells you what to buy or sell

View the official recordSEC Form 4 — Statement of Changes in Beneficial Ownership

All the details

Dates, kept separate

Transaction date: Sep 9, 2026
Reporting period: Not applicable
Filed with the SEC: Sep 10, 2026

Officer$1M+

Context

Classification

open market sale

Code S — open-market or private sale

Absolute commitment

~$3,247,048

Shares × reported transaction price

Timing vs results

43 days after results of Jul 28, 2026

Results dates are the company's own 8-K (Item 2.02). Many companies only let insiders trade in a window after results

Price at the time

Closed at $32.09 on Sep 9, 2026, within 4% of its 52-week high, after a 9% rise over the previous 30 trading days

52-week range $22.10 (Sep 16, 2025) to $33.31 (Aug 27, 2026), 89% of the way up, from 251 adjusted closes. 30 trading days earlier: $29.43 on Jul 28, 2026. Describes the past only, not a forecast

Planned / mechanical clue

None found in footnotes

Only flagged when a footnote says so; never inferred

After it was reported

After	Stock	S&P 500	Difference
7 days	-5.4%	-0.3%	-5.1%

Past results only. Not a forecast.

Source receipt

Record ID: 0001407922-26-000007
Filed / recorded: Sep 10, 2026, 6:02 PM UTC
Added to OQRO: Oct 2, 2026, 12:28 PM UTC
Parser: form4-xml-v1
Data quality: Verified: identifiers matched exactly
Issuer: Invesco Ltd.
Issuer CIK: 914208
Ticker: IVZ
Reporting person: Andrew Tak Shing Lo
Relationship: Officer
Officer title: Senior Managing Director
Security: Common Shares
Table: Non-derivative (Table I)
Transaction date: Sep 9, 2026
Transaction code: S
Shares / units: 100,840
Price per share: $32.20
Acquired / disposed: Disposed (D)
Shares owned after: 812,477
Ownership form: Direct
Amendment: No

Footnotes from the filing

The reporting person effected multiple same-way open market sale transactions on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one dollar price. range. The reporting person hereby undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares sold at each separate price.
Reflects the weighted average sale price. The range of prices for such transactions is $32.095 - $32.435.

Around the same time

Director sold3w ago

~$97KReported value · 3,000 sh @ $32.44

A board member of Invesco sold $97K of Invesco shares. Nobody planned it ahead of time.

Why it stands out Official record

Director plans to sell ~$97K of Invesco

Planned, from pay4w ago

Officer sold4w ago

~$1.4MReported value · 43K sh @ $32.845

Invesco's Senior Managing Director sold $1.4M of Invesco shares. Nobody planned it ahead of time.

Why it stands out Official record