undamentalytics Newsletter

Invesco insider trading

Every open-market purchase and sale by Invesco's officers, directors and largest shareholders since November 4, 2021, and what the share price did next.

No insider has bought shares on the open market in five years.

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
Invesco insider open-market trades
DateInsiderTrade SharesPriceValue 1M after 3M after 6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

Does following Invesco’s insiders pay?

From March 1, 2010 to September 14, 2026, 29 insiders reported 20 open-market purchases and 73 sales not made under a pre-set plan in Invesco. Twelve months after each purchase was reported, the shares were +0.5% against the S&P 500 on average (median −15.8%), over 20 purchases with a full year of prices; 30% beat the index. After sales, the shares moved −7.1% against the index over 12 months (a negative figure means selling was the right call). Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on June 14, 2012 into $23,195 by November 2, 2026, +6.0% a year. It held shares 54% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $38,420 (+9.8% a year), and held throughout $72,815 (+14.8%).

$0$25.0k$50.0k$75.0k 20122014201620182020202220242026 $72.8k$38.4k$23.2k
Copying Invesco's insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by Invesco's insiders from June 14, 2012, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 54% of the time.
Invesco: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
Meadows Colin Senior Managing Director 0 — — 14 −7.3% (14) November 8, 2021
Flanagan Martin L President & CEO 1 +97.0% (1) 100% 6 −9.1% (6) March 2, 2023
Lo Andrew Tak Shing Senior Managing Director 0 — — 7 −3.9% (6) September 10, 2026
Armour Gregory Mark SMD 0 — — 6 −7.0% (6) March 4, 2015
Ellis Roderick G.H. Chief Accounting Officer 0 — — 6 −2.8% (6) September 4, 2014
Taylor Philip Senior Managing Director 0 — — 6 −4.2% (6) May 3, 2017
Trian Fund Management, L.P. 10% owner 3 −17.8% (3) 0% 2 −32.1% (2) January 31, 2023
Canion Rod Director 4 −42.3% (4) 0% 0 — May 14, 2019
Banham John Michael Middlecott Director 0 — — 3 +1.8% (3) November 18, 2013
Beshar Sarah Director 3 +7.1% (3) 33% 0 — September 3, 2020
Kelley Karen Dunn Senior Managing Director 0 — — 3 +1.5% (3) December 6, 2016
Lawrence Edward P Director 0 — — 3 −16.3% (3) September 12, 2016
Presby J Thomas Director 0 — — 3 −4.5% (3) May 5, 2015
Butcher Stephanie Senior Managing Director 0 — — 2 +23.6% (1) September 10, 2026
Hartley David Chief Accounting Officer 0 — — 2 +4.8% (2) February 18, 2011
Johnson Ben F. III Director 2 −27.8% (2) 50% 0 — May 6, 2019
Mcgreevey Gregory Senior Managing Director 0 — — 2 −18.4% (2) March 10, 2022
Sharp Douglas J Senior Managing Director 0 — — 2 −31.8% (1) November 3, 2025
Wagoner G Richard Jr Director 2 −27.2% (2) 50% 0 — June 10, 2019
Wood Phoebe A Director 0 — — 2 −31.9% (1) September 14, 2026
Adams Rex D Director 1 +35.1% (1) 100% 0 — June 13, 2012
Carome Kevin M SMD and General Counsel 0 — — 1 +4.2% (1) November 22, 2013
Dukes Laura Allison Chief Financial Officer 0 — — 1 — September 9, 2026
Henrikson C Robert Director 1 +223.4% (1) 100% 0 — May 4, 2020
Lege Annette Chief Accounting Officer 0 — — 1 −43.7% (1) March 12, 2018
Massachusetts Mutual Life Insurance Co 10% owner 1 −6.5% (1) 0% 0 — March 8, 2022
Massmutual Holding LLC 10% owner 1 −13.5% (1) 0% 0 — June 15, 2022
Starr Loren M SMD & CFO 0 — — 1 +2.5% (1) February 5, 2013
Vacheron Terry Chief Accounting Officer 1 −15.1% (1) 0% 0 — May 11, 2022

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

When several insiders traded Invesco

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Invesco in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 3 buying crowds with six months of prices, it averaged +30.0% against the index. After 10 selling crowds, −5.2%. One company's history is too short to judge by; the test across every company is the better guide.

MonthCrowd3 months on, vs S&P 5006 months12 months
September 30, 20264 sellingnot yetnot yetnot yet
May 31, 20223 buying−9.3%+3.0%−24.3%
May 28, 20215 selling−16.9%−27.8%−29.5%
September 30, 20202 buying+42.0%+109.1%+87.8%
February 28, 20192 buying+6.3%−22.1%−28.7%
November 30, 20163 selling−4.7%−4.9%−3.1%
March 31, 20153 selling−5.1%−13.3%−21.6%
June 30, 20144 selling+4.2%+0.5%−5.4%
March 31, 20143 selling−2.4%+1.8%−2.5%
November 29, 20136 selling−4.7%+0.3%+2.8%
May 31, 20133 selling−8.9%−6.7%−8.3%
December 31, 20124 selling−0.9%+8.0%+11.0%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Latest 12 of 14. Total returns from the month end; past patterns are not a forecast.

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