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Invesco Ltd. (IVZ)
USD28.69
+0.29 (+1.02%)
US NYSE S&P 500
Financial Services Asset Management
Address
Midtown Union 30309
Atlanta, GA, US
Atlanta, GA, US
CEO
Andrew Ryan Schlossberg
Website
invesco.com
IPO
1995-08-24
CIK 914208 ISIN BMG491BT1088
Also trades on
London Stock Exchange · 0UAN.L (USD)
New York Stock Exchange · IVZ (USD)
Description
Invesco Ltd. engages in the investment management business. Its products include mutual funds, unit trusts, exchange-traded funds, closed-end funds, and retirement plans. The company was founded in December 1935 and is headquartered in Atlanta, GA.
News Sentiment (7d)
3 articles
- Here's Why Invesco (IVZ) is a Strong Momentum Stock Zacks Investment Research
- Invesco Ltd. Announces June 30, 2026 Assets Under Management PRNewsWire
- What This Invesco Insider Move Signals With the Stock Up 63% The Motley Fool
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 2008-08-20 | — | Active |
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD28.69
+0.29 (+1.02%)
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Volume Profile
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Liquidity & share structure
Average Volume
6M
Beta
1.59
Float Shares
439.79M
Free Float %
99.2%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.48% | +4.28% | +8.66% | +8.45% | +16.48% | +8.41% | +96.96% | +92.17% | +4.74% | -9.30% | +1,575.29% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (28 ratings, all time)
Hold
Price Targets & DCF
Current price
28.69
Low
26.00
-9.4%
Consensus
29.72
+3.6%
Median
30.00
+4.6%
High
34.50
+20.3%
DCF (Unlevered)
122.54
+327.1%
DCF (Levered)
63.77
+122.3%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
33% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 3 | -1 |
| Hold | 8 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 5 |
28.40
-1.0%
|
| Last Year | 27 |
28.26
-1.5%
|
| All Time | 38 |
26.55
-7.5%
|
Quality scores
Altman Z-Score
1.02
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
5 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Asset Management: +17.4%+5.1% Q1'26: +14.1% (vs Q1'25)
-
EPS growth Asset Management: +22.7%-235.6% Q1'26: +34.2% (vs Q1'25)
-
FCF margin FCF growth · Asset Management: +27.7%+18.8% Q1'26: +0.0% (vs Q1'25)
-
EBIT margin Asset Management: +50.6%-8.6% Q1'26: +18.6% (vs Q1'25)
-
ROIC Asset Management: +6.5%-2.6% Q1'26: +4.1% (vs Q1'25)
-
Share dilution Asset Management: +0.0%-0.9% ★ Q1'26: -0.1% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×7.35× Q1'26: 8.12× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 4 Rev. Ana. 7 EPS Ana. |
Dec 2027 4 Rev. Ana. 7 EPS Ana. |
Dec 2028 2 Rev. Ana. 1 EPS Ana. |
Dec 2029 3 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
3.31B
est: 4.02B (-17.8%)
|
2.63B
est: 3.06B (-14.1%)
|
3.49B
est: 3.27B (+6.7%)
|
4.09B
est: 4.00B (+2.4%)
|
4.05B
est: 4.24B (-4.4%)
|
5.12B
est: 3.64B (+40.7%)
|
4.73B
est: 3.37B (+40.3%)
|
5.16B
est: 3.73B (+38.5%)
|
5.31B
est: 3.78B (+40.5%)
|
6.12B
est: 4.37B (+39.9%)
|
6.15B
est: 4.40B (+39.6%)
|
6.89B
est: 5.25B (+31.4%)
|
6.05B
est: 4.61B (+31.3%)
|
5.72B
est: 5.81B (-1.7%)
|
6.07B
est: 4.40B (+38.0%)
|
6.38B
est: 4.65B (+37.0%)
|
5.15B
5.03B – 5.27B
+10.7% YoY
|
5.46B
5.41B – 5.54B
+6.0% YoY
|
5.62B
5.54B – 5.71B
+2.9% YoY
|
5.87B
5.78B – 5.96B
+4.5% YoY
|
| EBITDA |
801.50M
est: 794.75M (+0.8%)
|
499.60M
est: 639.72M (-21.9%)
|
1.11B
est: 864.74M (+28.1%)
|
1.26B
est: 1.35B (-6.6%)
|
1.15B
est: 1.31B (-12.7%)
|
1.54B
est: 1.72B (-10.6%)
|
1.40B
est: 1.40B (+0.1%)
|
1.64B
est: 1.51B (+9.0%)
|
1.39B
est: 1.43B (-2.4%)
|
1.29B
est: 1.15B (+11.6%)
|
1.40B
est: 1.35B (+4.1%)
|
2.80B
est: 2.22B (+26.0%)
|
1.53B
est: 2.29B (-33.2%)
|
1.13B
est: 1.49B (-23.8%)
|
1.24B
est: 1.12B (+10.7%)
|
1.38B
est: 1.19B (+15.8%)
|
1.32B
1.28B – 1.35B
+10.7% YoY
|
1.39B
1.38B – 1.41B
+6.0% YoY
|
1.44B
1.41B – 1.46B
+2.9% YoY
|
1.50B
1.48B – 1.52B
+4.5% YoY
|
| EBIT |
733.90M
est: 779.35M (-5.8%)
|
422.00M
est: 505.35M (-16.5%)
|
1.01B
est: 543.86M (+85.9%)
|
1.14B
est: 876.09M (+30.2%)
|
1.05B
est: 904.82M (+16.2%)
|
1.44B
est: 1.35B (+6.8%)
|
1.30B
est: 1.19B (+9.2%)
|
1.52B
est: 1.20B (+27.4%)
|
1.25B
est: 1.24B (+0.8%)
|
1.11B
est: 759.23M (+46.0%)
|
1.20B
est: 968.80M (+23.7%)
|
2.60B
est: 1.57B (+65.3%)
|
1.33B
est: 1.90B (-29.9%)
|
-167.40M
est: 763.98M (-121.9%)
|
1.06B
est: 577.57M (+84.1%)
|
-546.70M
est: 611.47M (-189.4%)
|
676.60M
660.74M – 692.46M
+10.7% YoY
|
717.20M
710.68M – 727.63M
+6.0% YoY
|
738.08M
727.35M – 749.88M
+2.9% YoY
|
771.02M
759.82M – 783.35M
+4.5% YoY
|
| Net Income |
481.70M
est: 493.52M (-2.4%)
|
322.50M
est: 333.69M (-3.4%)
|
465.70M
est: 426.85M (+9.1%)
|
729.70M
est: 711.21M (+2.6%)
|
677.10M
est: 702.38M (-3.6%)
|
968.10M
est: 961.72M (+0.7%)
|
854.20M
est: 860.80M (-0.8%)
|
1.13B
est: 1.06B (+6.5%)
|
882.80M
est: 898.35M (-1.7%)
|
688.30M
est: 641.85M (+7.2%)
|
761.60M
est: 733.43M (+3.8%)
|
1.63B
est: 1.47B (+10.8%)
|
920.70M
est: 1.51B (-38.9%)
|
-96.90M
est: -337.20M (+71.3%)
|
774.80M
est: 763.16M (+1.5%)
|
-281.70M
est: 906.74M (-131.1%)
|
1.17B
1.11B – 1.23B
+29.1% YoY
|
1.36B
1.26B – 1.47B
+16.3% YoY
|
1.51B
1.48B – 1.54B
+10.9% YoY
|
1.64B
1.61B – 1.67B
+8.5% YoY
|
| SGA |
2.56B
est: 2.77B (-7.5%)
|
2.14B
est: 2.28B (-6.0%)
|
340.70M
est: 2.70B (-87.4%)
|
367.80M
est: 3.12B (-88.2%)
|
398.30M
est: 2.07B (-80.8%)
|
477.10M
est: 2.36B (-79.8%)
|
409.20M
est: 2.21B (-81.5%)
|
428.70M
est: 2.20B (-80.5%)
|
459.20M
est: 2.56B (-82.1%)
|
539.80M
est: 2.71B (-80.1%)
|
564.10M
est: 3.18B (-82.3%)
|
522.70M
est: 2.89B (-81.9%)
|
588.20M
est: 3.68B (-84.0%)
|
649.70M
est: 583.38M (+11.4%)
|
676.00M
est: 441.04M (+53.3%)
|
660.50M
est: 466.93M (+41.5%)
|
516.66M
504.55M – 528.77M
+10.7% YoY
|
547.66M
542.68M – 555.63M
+6.0% YoY
|
563.60M
555.42M – 572.62M
+2.9% YoY
|
588.76M
580.21M – 598.18M
+4.5% YoY
|
| EPS |
1.24
est: 1.37 (-9.2%)
|
0.77
est: 0.87 (-11.5%)
|
1.01
est: 1.19 (-15.1%)
|
1.58
est: 1.61 (-1.9%)
|
1.50
est: 1.86 (-19.4%)
|
2.32
est: 2.47 (-6.0%)
|
2.12
est: 2.22 (-4.7%)
|
2.75
est: 2.66 (+3.2%)
|
2.14
est: 2.53 (-15.4%)
|
1.29
est: 2.61 (-50.7%)
|
1.14
est: 1.78 (-36.1%)
|
3.01
est: 2.99 (+0.5%)
|
1.50
est: 1.66 (-9.6%)
|
-0.73
est: -0.74 (+1.6%)
|
1.18
est: 1.67 (-29.4%)
|
-1.61
est: 1.99 (-180.8%)
|
2.58
2.45 – 2.72
+29.2% YoY
|
2.95
2.77 – 3.24
+14.4% YoY
|
3.33
3.26 – 3.39
+12.8% YoY
|
3.61
3.54 – 3.68
+8.6% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-29 | Barclays | Equal Weight | Equal Weight | Maintain |
| 2026-04-24 | JP Morgan | Neutral | Neutral | Maintain |
| 2026-04-17 | Barclays | Equal Weight | Equal Weight | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-27 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-26 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-22 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-21 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-20 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-19 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-18 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-15 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-14 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-13 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-12 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-11 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-08 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-07 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-06 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-05 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-04 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-01 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-30 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-29 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-28 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-27 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-24 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-23 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-22 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-21 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-20 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-17 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-16 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-15 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
1.63B
OE per share TTM
3.61
Owner's Yield
12.72%
Maintenance CapEx ratio
71.79%
Maint CapEx / Avg PPE
9.2%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
649
Total invested
10.18B
Insider transactions (90d)
10
Beneficial owners (>5%)
2
Beneficial owners (>5%)
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
649
-9 vs prev Q
New positions
93
Closed positions
93
Increased
358
Reduced
192
Put/Call ratio
0.05
Calls held
7.01M
Puts held
350.8K
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 3.15M +3.2M (+100.0%) | 82.78B +82.8B (+100.0%) | 0.70% +0.698 pp | 0.12% +0.125 pp | USD26.27 +0.0% | 1 qtrs NEW |
| 2 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 81.33M +— (+0.0%) | 2.14B +270.8M (+14.5%) | 18.03% +0.103 pp | 88.11% +2.138 pp | USD17.56 +49.6% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 52.97M +947.7K (+1.8%) | 1.39B +198.1M (+16.6%) | 11.74% +0.276 pp | 0.02% +0.002 pp | USD23.96 +9.6% | 73 qtrs — |
| 4 | BLACKROCK, INC. | 38.96M +1.3M (+3.3%) | 1.02B +158.4M (+18.3%) | 8.63% +0.325 pp | 0.02% +0.002 pp | USD17.84 +47.3% | 6 qtrs — |
| 5 | STATE STREET CORP | 21.54M +18.9K (+0.1%) | 565.89M +72.2M (+14.6%) | 4.77% +0.032 pp | 0.02% +0.002 pp | USD23.20 +13.2% | 51 qtrs — |
| 6 | DIMENSIONAL FUND ADVISORS LP | 20.76M -566.0K (-2.7%) | 545.49M +56.2M (+11.5%) | 4.60% -0.098 pp | 0.11% +0.009 pp | USD18.13 +44.9% | 51 qtrs — |
| 7 | MILLENNIUM MANAGEMENT LLC | 13.88M +1.0M (+7.9%) | 364.70M +69.5M (+23.5%) | 3.08% +0.241 pp | 0.15% +0.027 pp | USD22.49 +16.8% | 73 qtrs — |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 10.93M -277.9K (-2.5%) | 286.47M +30.0M (+11.7%) | 2.42% -0.047 pp | 0.02% +0.001 pp | USD20.41 +28.7% | 73 qtrs — |
| 9 | AQR CAPITAL MANAGEMENT LLC | 8.88M -936.1K (-9.5%) | 233.35M +8.1M (+3.6%) | 1.97% -0.195 pp | 0.12% -0.022 pp | USD16.81 +56.3% | 45 qtrs — |
| 10 | INVESCO LTD. | 8.77M +8.8M (+100.0%) | 230.39M +230.4M (+100.0%) | 1.94% +1.944 pp | 0.04% +0.035 pp | USD26.27 +0.0% | 1 qtrs NEW |
| 11 | MORGAN STANLEY | 7.34M -293.1K (-3.8%) | 192.79M +17.7M (+10.1%) | 1.63% -0.055 pp | 0.01% +0.001 pp | USD19.19 +36.9% | 51 qtrs — |
| 12 | PRICE T ROWE ASSOCIATES INC /MD/ | 6.73M +5.3M (+368.4%) | 176.78M +143.8M (+436.4%) | 1.49% +1.175 pp | 0.02% +0.016 pp | USD25.12 +4.6% | 72 qtrs — |
| 13 | GOLDMAN SACHS GROUP INC | 6.42M +205.5K (+3.3%) | 168.78M +26.1M (+18.3%) | 1.42% +0.053 pp | 0.02% +0.003 pp | USD16.43 +59.9% | 73 qtrs — |
| 14 | NORTHERN TRUST CORP | 6.01M -237.3K (-3.8%) | 157.83M +14.6M (+10.2%) | 1.33% -0.045 pp | 0.02% +0.002 pp | USD21.09 +24.6% | 51 qtrs — |
| 15 | FISHER ASSET MANAGEMENT, LLC | 5.51M +310.9K (+6.0%) | 144.71M +25.5M (+21.4%) | 1.22% +0.076 pp | 0.05% +0.006 pp | USD17.15 +53.2% | 12 qtrs — |
| 16 | ALLIANCEBERNSTEIN L.P. | 4.81M -184.0K (-3.7%) | 126.31M +11.8M (+10.3%) | 1.07% -0.034 pp | 0.04% +0.004 pp | USD15.77 +66.6% | 61 qtrs — |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.38M -48.5K (-1.1%) | 114.97M +13.5M (+13.3%) | 0.97% -0.005 pp | 0.02% +0.002 pp | USD20.64 +27.3% | 73 qtrs — |
| 18 | SAMLYN CAPITAL, LLC | 4.21M +2.3M (+116.8%) | 110.62M +66.1M (+148.2%) | 0.93% +0.505 pp | 1.76% +1.149 pp | USD24.73 +6.2% | 2 qtrs — |
| 19 | NORGES BANK | 3.90M +3.9M (+100.0%) | 102.52M +102.5M (+100.0%) | 0.87% +0.865 pp | 0.01% +0.011 pp | USD26.27 +0.0% | 1 qtrs NEW |
| 20 | BANK OF NEW YORK MELLON CORP | 3.25M +1.0M (+47.1%) | 85.37M +34.7M (+68.4%) | 0.72% +0.233 pp | 0.02% +0.005 pp | USD23.95 +9.7% | 66 qtrs — |
| 21 | MACQUARIE GROUP LTD | 2.98M +27.1K (+0.9%) | 78.27M +10.5M (+15.6%) | 0.66% +0.010 pp | 0.34% +0.263 pp | USD18.80 +39.7% | 53 qtrs — |
| 22 | TRIAN FUND MANAGEMENT, L.P. | 2.97M -11.7M (-79.7%) | 78.05M -257.5M (-76.7%) | 0.66% -2.565 pp | 1.96% -6.211 pp | USD14.91 +76.2% | 23 qtrs — |
| 23 | UBS GROUP AG | 2.84M -565.8K (-16.6%) | 74.65M -3.5M (-4.5%) | 0.63% -0.121 pp | 0.01% 0.000 pp | USD17.09 +53.7% | 45 qtrs — |
| 24 | DEUTSCHE BANK AG\ | 2.63M +1.2M (+81.7%) | 69.22M +36.0M (+108.1%) | 0.58% +0.264 pp | 0.02% +0.011 pp | USD22.64 +16.0% | 50 qtrs — |
| 25 | HOLOCENE ADVISORS, LP | 2.47M +39.0K (+1.6%) | 64.83M +9.1M (+16.4%) | 0.55% +0.012 pp | 0.14% +0.009 pp | USD22.99 +14.3% | 2 qtrs — |
| 26 | JANE STREET GROUP, LLC | 2.31M +1.8M (+310.2%) | 60.80M +47.9M (+369.8%) | 0.51% +0.389 pp | 0.01% +0.007 pp | USD25.46 +3.2% | 2 qtrs — |
| 27 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.92M +1.7M (+989.7%) | 54.28M +50.0M (+1,177.5%) | 0.43% +0.387 pp | 0.07% +0.067 pp | USD25.57 +2.7% | 7 qtrs — |
| 28 | BANK OF AMERICA CORP /DE/ | 2.06M +592.6K (+40.4%) | 54.08M +20.4M (+60.8%) | 0.46% +0.133 pp | 0.00% +0.002 pp | USD19.08 +37.7% | 52 qtrs — |
| 29 | AMERIPRISE FINANCIAL INC | 2.02M +477.5K (+30.9%) | 53.09M +17.7M (+49.9%) | 0.45% +0.108 pp | 0.01% +0.004 pp | USD21.93 +19.8% | 56 qtrs — |
| 30 | AMUNDI | 2.01M +239.1K (+13.5%) | 52.93M +10.1M (+23.5%) | 0.45% +0.055 pp | 0.01% +0.001 pp | USD18.29 +43.6% | 19 qtrs — |
| 31 | FIRST TRUST ADVISORS LP | 1.98M -1.1M (-36.4%) | 51.98M -19.3M (-27.1%) | 0.44% -0.247 pp | 0.04% -0.015 pp | USD15.85 +65.7% | 51 qtrs — |
| 32 | NUVEEN, LLC | 1.96M +228.9K (+13.2%) | 51.48M +11.8M (+29.7%) | 0.43% +0.053 pp | 0.01% +0.003 pp | USD16.47 +59.5% | 4 qtrs — |
| 33 | POINT72 ASSET MANAGEMENT, L.P. | 1.86M +677.5K (+57.1%) | 48.96M +21.7M (+79.9%) | 0.41% +0.152 pp | 0.05% +0.009 pp | USD20.26 +29.7% | 10 qtrs — |
| 34 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.84M +1.0M (+119.6%) | 48.34M +29.1M (+151.5%) | 0.41% +0.223 pp | 0.01% +0.003 pp | USD22.84 +15.0% | 51 qtrs — |
| 35 | LETKO, BROSSEAU & ASSOCIATES INC | 1.58M -25.7K (-1.6%) | 41.39M +4.7M (+12.7%) | 0.35% -0.004 pp | 0.68% +0.047 pp | USD14.36 +82.9% | 31 qtrs — |
| 36 | QUBE RESEARCH & TECHNOLOGIES LTD | 1.46M +1.5M (+100.0%) | 38.48M +38.5M (+100.0%) | 0.32% +0.325 pp | 0.04% +0.039 pp | USD26.27 +0.0% | 8 qtrs — |
| 37 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.45M +19.3K (+1.4%) | 38.00M +5.3M (+16.1%) | 0.32% +0.006 pp | 0.02% +0.002 pp | USD16.80 +56.4% | 10 qtrs — |
| 38 | BNP PARIBAS ARBITRAGE, SNC | 1.43M +506.4K (+55.1%) | 37.45M +16.4M (+77.6%) | 0.32% +0.113 pp | 0.02% +0.006 pp | USD20.36 +29.0% | 51 qtrs — |
| 39 | ALLIANZ ASSET MANAGEMENT GMBH | 1.38M -103.3K (-7.0%) | 36.31M +2.2M (+6.6%) | 0.31% -0.021 pp | 0.04% -0.001 pp | USD17.82 +47.4% | 7 qtrs — |
| 40 | CITIGROUP INC | 1.36M +630.5K (+86.1%) | 35.81M +19.0M (+113.1%) | 0.30% +0.141 pp | 0.02% +0.008 pp | USD22.04 +19.2% | 73 qtrs — |
| 41 | DELTA GLOBAL MANAGEMENT LP | 1.34M +1.3M (+100.0%) | 35.11M +35.1M (+100.0%) | 0.30% +0.296 pp | 1.60% +1.599 pp | USD26.27 +0.0% | 1 qtrs NEW |
| 42 | QUANTINNO CAPITAL MANAGEMENT LP | 1.27M +134.3K (+11.8%) | 33.32M +7.3M (+28.1%) | 0.28% +0.031 pp | 0.07% -0.004 pp | USD18.83 +39.5% | 23 qtrs — |
| 43 | WEDGE CAPITAL MANAGEMENT L L P/NC | 1.27M +1.3M (+100.0%) | 33.25M +33.3M (+100.0%) | 0.28% +0.281 pp | 0.60% +0.597 pp | USD26.27 +0.0% | 1 qtrs NEW |
| 44 | BARCLAYS PLC | 1.21M -1.2M (-49.0%) | 31.70M -9.8M (-23.6%) | 0.27% -0.254 pp | 0.01% -0.003 pp | USD16.46 +59.6% | 51 qtrs — |
| 45 | SEI INVESTMENTS CO | 1.16M +1.0M (+691.2%) | 30.79M +27.4M (+812.2%) | 0.26% +0.226 pp | 0.03% +0.027 pp | USD25.17 +4.4% | 22 qtrs — |
| 46 | JPMORGAN CHASE & CO | 1.12M -247.8K (-18.1%) | 29.52M -1.9M (-6.2%) | 0.25% -0.053 pp | 0.00% +0.000 pp | USD21.37 +22.9% | 51 qtrs — |
| 47 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 1.12M +190.7K (+20.6%) | 29.35M +8.1M (+38.1%) | 0.25% +0.043 pp | 1.19% +0.317 pp | USD18.92 +38.8% | 4 qtrs — |
| 48 | WALLEYE TRADING LLC | 1.07M +442.6K (+70.4%) | 28.15M +13.7M (+95.1%) | 0.24% +0.099 pp | 0.04% +0.018 pp | USD24.15 +8.8% | 20 qtrs — |
| 49 | ENGINEERS GATE MANAGER LP | 1.06M +1.0M (+1,687.0%) | 27.89M +26.5M (+1,946.4%) | 0.24% +0.222 pp | 0.33% +0.315 pp | USD25.99 +1.1% | 9 qtrs — |
| 50 | D. E. SHAW & CO., INC. | 1.02M +264.4K (+35.1%) | 26.75M +9.5M (+54.7%) | 0.23% +0.060 pp | 0.01% +0.005 pp | USD20.81 +26.2% | 69 qtrs — |
| 51 | RAYMOND JAMES FINANCIAL INC | 1.02M +855.7K (+529.3%) | 26.73M +23.0M (+620.6%) | 0.23% +0.190 pp | 0.01% +0.007 pp | USD25.15 +4.5% | 5 qtrs — |
| 52 | UBS ASSET MANAGEMENT AMERICAS INC | 946.4K -32.9K (-3.4%) | 24.86M +2.4M (+10.7%) | 0.21% -0.006 pp | 0.01% +0.000 pp | USD18.75 +40.1% | 73 qtrs — |
| 53 | IEQ CAPITAL, LLC | 915.8K +89.5K (+10.8%) | 24.06M +5.1M (+26.9%) | 0.20% +0.021 pp | 0.07% +0.015 pp | USD19.74 +33.1% | 19 qtrs — |
| 54 | CITADEL ADVISORS LLC | 862.3K -4.1M (-82.7%) | 22.65M -91.6M (-80.2%) | 0.19% -0.907 pp | 0.00% -0.014 pp | USD17.85 +47.2% | 52 qtrs — |
| 55 | PRINCIPAL FINANCIAL GROUP INC | 781.2K -140.1K (-15.2%) | 20.52M -611.9K (-2.9%) | 0.17% -0.030 pp | 0.01% 0.000 pp | USD16.71 +57.2% | 70 qtrs — |
| 56 | RHUMBLINE ADVISERS | 772.3K -61.0K (-7.3%) | 20.29M +1.2M (+6.1%) | 0.17% -0.013 pp | 0.02% +0.001 pp | USD22.04 +19.2% | 51 qtrs — |
| 57 | ROYAL BANK OF CANADA | 730.6K +257.1K (+54.3%) | 19.19M +8.3M (+76.7%) | 0.16% +0.058 pp | 0.00% +0.001 pp | USD19.65 +33.7% | 51 qtrs — |
| 58 | LEGAL & GENERAL GROUP PLC | 728.9K -56.2K (-7.2%) | 19.15M +1.1M (+6.3%) | 0.16% -0.012 pp | 0.00% +0.000 pp | USD21.95 +19.7% | 37 qtrs — |
| 59 | FMR LLC | 720.2K +307.0K (+74.3%) | 18.92M +9.4M (+99.6%) | 0.16% +0.069 pp | 0.00% +0.001 pp | USD23.79 +10.4% | 70 qtrs — |
| 60 | PRUDENTIAL FINANCIAL INC | 709.4K -60.5K (-7.9%) | 18.64M +975.1K (+5.5%) | 0.16% -0.012 pp | 0.02% +0.002 pp | USD15.57 +68.7% | 73 qtrs — |
| 61 | CERITY PARTNERS LLC | 705.2K -112.9K (-13.8%) | 18.53M -241.4K (-1.3%) | 0.16% -0.024 pp | 0.03% -0.003 pp | USD17.92 +46.6% | 12 qtrs — |
| 62 | SWISS NATIONAL BANK | 703.5K +9.2K (+1.3%) | 18.48M +2.6M (+16.0%) | 0.16% +0.003 pp | 0.01% +0.002 pp | USD17.92 +46.6% | 9 qtrs — |
| 63 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 685.7K +37.8K (+5.8%) | 18.01M +3.1M (+21.2%) | 0.15% +0.009 pp | 0.01% +0.001 pp | USD20.36 +29.0% | 58 qtrs — |
| 64 | TREXQUANT INVESTMENT LP | 684.1K +601.0K (+722.9%) | 17.97M +16.1M (+842.3%) | 0.15% +0.133 pp | 0.16% +0.141 pp | USD25.19 +4.3% | 10 qtrs — |
| 65 | FRANKLIN RESOURCES INC | 673.0K +317.4K (+89.3%) | 17.68M +9.5M (+116.7%) | 0.15% +0.071 pp | 0.00% +0.002 pp | USD21.98 +19.5% | 51 qtrs — |
| 66 | MOORE CAPITAL MANAGEMENT, LP | 670.1K +670.1K (+100.0%) | 17.60M +17.6M (+100.0%) | 0.15% +0.149 pp | 0.25% +0.253 pp | USD26.27 +0.0% | 1 qtrs NEW |
| 67 | CREDIT AGRICOLE S A | 627.7K +559.2K (+816.1%) | 16.49M +14.9M (+949.0%) | 0.14% +0.124 pp | 0.04% +0.033 pp | USD25.91 +1.4% | 2 qtrs — |
| 68 | — | 584.6K -583.8K (-50.0%) | 15.36M -11.4M (-42.7%) | 0.13% -0.128 pp | 0.08% -0.061 pp | USD17.28 +52.0% | 33 qtrs — |
| 69 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 575.3K +— (+0.0%) | 15.11M +1.9M (+14.5%) | 0.13% +0.001 pp | 0.23% +0.024 pp | USD22.78 +15.3% | 3 qtrs — |
| 70 | SQUAREPOINT OPS LLC | 525.6K +20.3K (+4.0%) | 13.81M +2.2M (+19.1%) | 0.12% +0.005 pp | 0.01% +0.003 pp | USD16.93 +55.2% | 21 qtrs — |
| 71 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 498.3K -35.0 (0.0%) | 13.42M +2.0M (+17.4%) | 0.11% +0.001 pp | 0.01% +0.001 pp | USD16.75 +56.8% | 58 qtrs — |
| 72 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 502.8K +425.9K (+554.2%) | 13.21M +11.4M (+649.1%) | 0.11% +0.095 pp | 0.02% +0.011 pp | USD25.08 +4.7% | 49 qtrs — |
| 73 | WEALTHCARE CAPITAL MANAGEMENT LLC | 498.5K -33.0K (-6.2%) | 13.10M +903.1K (+7.4%) | 0.11% -0.007 pp | 1.30% +0.062 pp | USD17.56 +49.6% | 6 qtrs — |
| 74 | STATE OF TENNESSEE, TREASURY DEPARTMENT | 447.3K +6.3K (+1.4%) | 12.21M +2.1M (+20.7%) | 0.10% +0.002 pp | 0.04% +0.005 pp | USD18.23 +44.1% | 50 qtrs — |
| 75 | THRIVENT FINANCIAL FOR LUTHERANS | 448.2K -182.9K (-29.0%) | 11.77M -2.7M (-18.7%) | 0.10% -0.040 pp | 0.02% -0.008 pp | USD19.51 +34.6% | 70 qtrs — |
| 76 | ALGERT GLOBAL LLC | 447.8K +— (+0.0%) | 11.76M +1.5M (+14.5%) | 0.10% +0.001 pp | 0.18% +0.012 pp | USD17.36 +51.3% | 7 qtrs — |
| 77 | CANADA PENSION PLAN INVESTMENT BOARD | 445.1K +74.0K (+19.9%) | 11.69M +3.2M (+37.4%) | 0.10% +0.017 pp | 0.01% +0.002 pp | USD18.78 +39.9% | 52 qtrs — |
| 78 | HSBC HOLDINGS PLC | 431.1K +114.9K (+36.3%) | 11.39M +4.2M (+58.4%) | 0.10% +0.026 pp | 0.01% +0.002 pp | USD19.21 +36.8% | 56 qtrs — |
| 79 | TUDOR INVESTMENT CORP ET AL | 412.7K +176.6K (+74.8%) | 10.84M +5.4M (+100.2%) | 0.09% +0.039 pp | 0.02% +0.011 pp | USD20.36 +29.0% | 15 qtrs — |
| 80 | PRANA CAPITAL MANAGEMENT, LP | 405.5K -593.4K (-59.4%) | 10.65M -12.3M (-53.5%) | 0.09% -0.130 pp | 0.39% -0.377 pp | USD21.58 +21.7% | 5 qtrs — |
| 81 | BANK OF NOVA SCOTIA | 404.9K +159.8K (+65.2%) | 10.64M +5.0M (+89.2%) | 0.09% +0.036 pp | 0.02% +0.006 pp | USD20.26 +29.7% | 51 qtrs — |
| 82 | CAPTION MANAGEMENT, LLC | 399.8K +399.8K (+100.0%) | 10.50M +10.5M (+100.0%) | 0.09% +0.089 pp | 0.07% +0.072 pp | USD26.27 +0.0% | 3 qtrs — |
| 83 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 399.2K +38.7K (+10.7%) | 10.49M +2.2M (+26.8%) | 0.09% +0.009 pp | 0.02% +0.004 pp | USD25.32 +3.8% | 51 qtrs — |
| 84 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 369.7K -45.6K (-11.0%) | 9.71M +184.3K (+1.9%) | 0.08% -0.010 pp | 0.02% +0.001 pp | USD27.00 -2.7% | 51 qtrs — |
| 85 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 361.9K +54.8K (+17.9%) | 9.51M +2.5M (+35.0%) | 0.08% +0.013 pp | 0.01% +0.003 pp | USD22.07 +19.0% | 64 qtrs — |
| 86 | LIVE OAK PRIVATE WEALTH LLC | 346.8K -10.5K (-2.9%) | 9.11M +913.6K (+11.1%) | 0.08% -0.002 pp | 1.24% +0.100 pp | USD14.86 +76.8% | 23 qtrs — |
| 87 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 338.2K +2.4K (+0.7%) | 8.88M +1.2M (+15.3%) | 0.08% +0.001 pp | 0.01% +0.001 pp | USD25.90 +1.4% | 56 qtrs — |
| 88 | GOVERNORS LANE LP | 330.9K +81.2K (+32.5%) | 8.69M +3.0M (+51.7%) | 0.07% +0.018 pp | 0.52% +0.077 pp | USD18.34 +43.2% | 3 qtrs — |
| 89 | CAMBRIDGE FINANCIAL GROUP, INC. | 314.6K +314.6K (+100.0%) | 8.27M +8.3M (+100.0%) | 0.07% +0.070 pp | 3.16% +3.157 pp | USD26.27 +0.0% | 1 qtrs NEW |
| 90 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 313.0K -24.1K (-7.1%) | 8.22M +490.0K (+6.3%) | 0.07% -0.005 pp | 0.02% +0.001 pp | USD22.94 +14.5% | 2 qtrs — |
| 91 | BANK OF MONTREAL /CAN/ | 307.3K -8.4K (-2.7%) | 8.07M +831.0K (+11.5%) | 0.07% -0.002 pp | 0.00% +0.000 pp | USD15.75 +66.8% | 51 qtrs — |
| 92 | LPL FINANCIAL LLC | 304.2K +62.6K (+25.9%) | 7.99M +2.4M (+44.2%) | 0.07% +0.014 pp | 0.00% +0.001 pp | USD19.65 +33.7% | 36 qtrs — |
| 93 | MARINER, LLC | 300.7K +96.4K (+47.2%) | 7.91M +3.2M (+68.7%) | 0.07% +0.022 pp | 0.01% +0.003 pp | USD21.50 +22.2% | 22 qtrs — |
| 94 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 300.6K -2.5K (-0.8%) | 7.90M +944.4K (+13.6%) | 0.07% 0.000 pp | 0.01% +0.001 pp | USD18.89 +39.1% | 70 qtrs — |
Ownership breakdown by holder
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.25
Bearish
Ratio by volume
0.13
Bearish
Buys
1
Sells
4
Shares acquired
28.2K
Shares disposed
215.4K
Cash buys
—
Cash sales
1.00
Net activity
-187,145
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | WOOD PHOEBE A | Director | A-Award | A | Common Shares | 8,112 | 0.00 | — | 110,111 | D | ↗ |
| 2026-05-15 | WOMACK CHRISTOPHER C | Director | A-Award | A | Common Shares | 8,112 | 0.00 | — | 59,917 | D | ↗ |
| 2026-05-15 | WAGONER G RICHARD JR | Director | A-Award | A | Common Shares | 8,112 | 0.00 | — | 107,870 | D | ↗ |
| 2026-05-15 | Tolliver Paula | Director | A-Award | A | Common Shares | 8,112 | 0.00 | — | 66,273 | D | ↗ |
| 2026-05-15 | Sheinwald Nigel | Director | A-Award | A | Common Shares | 8,112 | 0.00 | — | 101,968 | D | ↗ |
| 2026-05-15 | Johnson Elizabeth S. | Director | A-Award | A | Common Shares | 8,112 | 0.00 | — | 48,770 | D | ↗ |
| 2026-05-15 | Glavin William Francis Jr | Director | A-Award | A | Common Shares | 8,112 | 0.00 | — | 81,084 | D | ↗ |
| 2026-05-15 | GIBBONS THOMAS P | Director | A-Award | A | Common Shares | 8,112 | 0.00 | — | 47,202 | D | ↗ |
| 2026-05-15 | Finke Thomas M | Director | A-Award | A | Common Shares | 8,112 | 0.00 | — | 64,238 | D | ↗ |
| 2026-05-15 | Beshar Sarah | Director | A-Award | A | Common Shares | 8,112 | 0.00 | — | 115,166 | D | ↗ |
| 2026-03-13 | Smith Alan Leonard | Officer | F-InKind | D | Common Shares | 3,849 | 23.00 | 88.5K | 14,489 | D | ↗ |
| 2026-02-28 | Wong Tony | Director / Officer | A-Award | A | Common Shares | 16,612 | 0.00 | — | 144,825 | D | ↗ |
| 2026-02-28 | Vacheron Terry | Officer | A-Award | A | Common Shares | 2,264 | 0.00 | — | 22,421 | D | ↗ |
| 2026-02-28 | Smith Alan Leonard | Officer | M-Exempt | D | Restricted Stock Units | 8,936 | 0.00 | — | 26,808 | D | ↗ |
| 2026-02-28 | Sharp Douglas J | Director / Officer | F-InKind | D | Common Shares | 21,685 | 26.26 | 569.4K | 40,115 | D | ↗ |
| 2026-02-28 | Schlossberg Andrew | Director / Officer | A-Award | A | Common Shares | 54,915 | 0.00 | — | 992,717 | D | ↗ |
| 2026-02-28 | Lo Andrew Tak Shing | Director / Officer | M-Exempt | D | Restricted Stock Units | 16,479 | 0.00 | — | 0 | D | ↗ |
| 2026-02-28 | Kupor Jeffrey H | Director / Officer | A-Award | A | Common Shares | 6,140 | 0.00 | — | 158,950 | D | ↗ |
| 2026-02-28 | JOHNSTON SHANNON A | Officer | A-Award | A | Restricted Stock Units | 37,825 | 0.00 | — | 37,825 | D | ↗ |
| 2026-02-28 | DUKES LAURA ALLISON | Officer | A-Award | A | Common Shares | 17,659 | 0.00 | — | 373,963 | D | ↗ |
| 2026-02-28 | Butcher Stephanie | Director / Officer | A-Award | A | Restricted Stock Units | 66,317 | 0.00 | — | 66,317 | D | ↗ |
| 2026-02-06 | Wong Tony | Director / Officer | F-InKind | D | Common Shares | 40,113 | 26.82 | 1.08M | 112,870 | D | ↗ |
| 2026-01-15 | Sharp Douglas J | Director / Officer | A-Award | A | Common Shares | 29,189 | 0.00 | — | 29,381 | D | ↗ |
| 2025-12-11 | Schlossberg Andrew | Director / Officer | G-Gift | D | Common Shares | 18,800 | 0.00 | — | 814,083 | D | ↗ |
| 2025-10-31 | Sharp Douglas J | Director / Officer | S-Sale | D | Common Shares | 160,000 | 23.56 | 3.77M | 192 | D | ↗ |
| 2025-10-16 | JOHNSTON SHANNON A | Officer | M-Exempt | D | Restricted Stock Units | 28,248 | 0.00 | — | 84,746 | D | ↗ |
| 2025-09-10 | Butcher Stephanie | Director / Officer | S-Sale | D | Common Shares | 103,192 | 22.12 | 2.28M | 29,855 | D | ↗ |
| 2025-08-31 | Sharp Douglas J | Director / Officer | M-Exempt | D | Restricted Stock Units | 8,731 | 0.00 | — | 0 | D | ↗ |
| 2025-08-31 | Butcher Stephanie | Director / Officer | A-Award | A | Common Shares | 25,497 | 0.00 | — | 134,867 | D | ↗ |
| 2025-08-27 | DUKES LAURA ALLISON | Officer | G-Gift | D | Common Shares | 34,764 | 0.00 | — | 293,173 | D | ↗ |
| 2025-05-15 | WOOD PHOEBE A | Director | A-Award | A | Common Shares | 12,728 | 0.00 | — | 101,999 | D | ↗ |
| 2025-05-15 | WOMACK CHRISTOPHER C | Director | A-Award | A | Common Shares | 12,728 | 0.00 | — | 51,805 | D | ↗ |
| 2025-05-15 | WAGONER G RICHARD JR | Director | A-Award | A | Common Shares | 12,728 | 0.00 | — | 99,758 | D | ↗ |
| 2025-05-15 | Tolliver Paula | Director | A-Award | A | Common Shares | 12,728 | 0.00 | — | 58,161 | D | ↗ |
| 2025-05-15 | Sheinwald Nigel | Director | A-Award | A | Common Shares | 12,728 | 0.00 | — | 93,856 | D | ↗ |
| 2025-05-15 | Johnson Elizabeth S. | Director | A-Award | A | Common Shares | 12,728 | 0.00 | — | 40,658 | D | ↗ |
| 2025-05-15 | Glavin William Francis Jr | Director | A-Award | A | Common Shares | 12,728 | 0.00 | — | 72,972 | D | ↗ |
| 2025-05-15 | GIBBONS THOMAS P | Director | A-Award | A | Common Shares | 12,728 | 0.00 | — | 39,090 | D | ↗ |
| 2025-05-15 | Finke Thomas M | Director | A-Award | A | Common Shares | 12,728 | 0.00 | — | 56,126 | D | ↗ |
| 2025-05-15 | Beshar Sarah | Director | A-Award | A | Common Shares | 12,728 | 0.00 | — | 107,035 | D | ↗ |
| 2025-03-15 | Smith Alan Leonard | Officer | F-InKind | D | Common Shares | 3,866 | 15.28 | 59.1K | 4,775 | D | ↗ |
| 2025-02-28 | Wong Tony | Director / Officer | F-InKind | D | Common Shares | 12,209 | 17.39 | 212.3K | 152,983 | D | ↗ |
| 2025-02-28 | Vacheron Terry | Officer | A-Award | A | Common Shares | 2,534 | 0.00 | — | 19,440 | D | ↗ |
| 2025-02-28 | Smith Alan Leonard | Officer | A-Award | A | Restricted Stock Units | 35,744 | 0.00 | — | 35,744 | D | ↗ |
| 2025-02-28 | Sharp Douglas J | Director / Officer | A-Award | A | Restricted Stock Units | 90,569 | 0.00 | — | 90,569 | D | ↗ |
| 2025-02-28 | Schlossberg Andrew | Director / Officer | A-Award | A | Common Shares | 42,748 | 0.00 | — | 879,000 | D | ↗ |
| 2025-02-28 | Lo Andrew Tak Shing | Director / Officer | M-Exempt | D | Restricted Stock Units | 16,478 | 0.00 | — | 16,479 | D | ↗ |
| 2025-02-28 | Kupor Jeffrey H | Director / Officer | A-Award | A | Common Shares | 5,003 | 0.00 | — | 153,141 | D | ↗ |
| 2025-02-28 | JOHNSTON SHANNON A | Officer | A-Award | A | Restricted Stock Units | 35,652 | 0.00 | — | 35,652 | D | ↗ |
| 2025-02-28 | DUKES LAURA ALLISON | Officer | F-InKind | D | Common Shares | 27,606 | 17.39 | 480.1K | 327,937 | D | ↗ |
| 2025-02-28 | Butcher Stephanie | Director / Officer | F-InKind | D | Common Shares | 12,514 | 17.39 | 217.6K | 109,370 | D | ↗ |
| 2025-01-15 | Sharp Douglas J | Director / Officer | F-InKind | D | Common Shares | 13,719 | 17.05 | 233.9K | 125,328 | D | ↗ |
| 2024-10-25 | DUKES LAURA ALLISON | Officer | G-Gift | D | Common Shares | 30,727 | 0.00 | — | 325,080 | D | ↗ |
| 2024-10-16 | JOHNSTON SHANNON A | Officer | A-Award | A | Restricted Stock Units | 112,994 | 0.00 | — | 112,994 | D | ↗ |
| 2024-09-23 | JOHNSTON SHANNON A | Officer | — | — | Common Shares | 0 | 0.00 | — | 0 | D | ↗ |
| 2024-08-31 | Sharp Douglas J | Director / Officer | A-Award | A | Common Shares | 15,104 | 0.00 | — | 98,850 | — | ↗ |
| 2024-08-31 | Schlossberg Andrew | Director / Officer | M-Exempt | D | Restricted Stock Units | 23,698 | 0.00 | — | 0 | — | ↗ |
| 2024-08-31 | Butcher Stephanie | Director / Officer | M-Exempt | D | Restricted Stock Units | 25,497 | 0.00 | — | 76,491 | — | ↗ |
| 2024-05-15 | WOOD PHOEBE A | Director | A-Award | A | Common Shares | 11,955 | 0.00 | — | 89,271 | — | ↗ |
| 2024-05-15 | WOMACK CHRISTOPHER C | Director | A-Award | A | Common Shares | 11,955 | 0.00 | — | 39,077 | — | ↗ |
| 2024-05-15 | WAGONER G RICHARD JR | Director | A-Award | A | Common Shares | 11,955 | 0.00 | — | 87,030 | — | ↗ |
| 2024-05-15 | Tolliver Paula | Director | A-Award | A | Common Shares | 11,955 | 0.00 | — | 45,227 | — | ↗ |
| 2024-05-15 | Sheinwald Nigel | Director | A-Award | A | Common Shares | 11,955 | 0.00 | — | 81,128 | — | ↗ |
| 2024-05-15 | Johnson Elizabeth S. | Director | A-Award | A | Common Shares | 11,955 | 0.00 | — | 27,930 | — | ↗ |
| 2024-05-15 | Glavin William Francis Jr | Director | A-Award | A | Common Shares | 11,955 | 0.00 | — | 60,244 | — | ↗ |
| 2024-05-15 | GIBBONS THOMAS P | Director | A-Award | A | Common Shares | 11,955 | 0.00 | — | 26,362 | — | ↗ |
| 2024-05-15 | Finke Thomas M | Director | A-Award | A | Common Shares | 11,955 | 0.00 | — | 43,398 | — | ↗ |
| 2024-05-15 | DUKES LAURA ALLISON | Officer | F-InKind | D | Common Shares | 25,097 | 16.31 | 409.3K | 355,807 | — | ↗ |
| 2024-05-15 | Beshar Sarah | Director | A-Award | A | Common Shares | 11,955 | 0.00 | — | 94,307 | — | ↗ |
| 2024-03-15 | Smith Alan Leonard | Officer | A-Award | A | Restricted Stock Units | 25,923 | 0.00 | — | 25,923 | — | ↗ |
| 2024-03-11 | Smith Alan Leonard | Officer | — | D | Common Shares | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-02-28 | Wong Tony | Director / Officer | F-InKind | D | Common Shares | 7,522 | 15.29 | 115.0K | 149,849 | — | ↗ |
| 2024-02-28 | Vacheron Terry | Officer | F-InKind | D | Common Shares | 1,066 | 15.29 | 16.3K | 16,906 | — | ↗ |
| 2024-02-28 | Sharp Douglas J | Director / Officer | A-Award | A | Common Shares | 23,049 | 0.00 | — | 94,580 | — | ↗ |
| 2024-02-28 | Schlossberg Andrew | Director / Officer | A-Award | A | Common Shares | 43,396 | 0.00 | — | 845,452 | — | ↗ |
| 2024-02-28 | Lo Andrew Tak Shing | Director / Officer | M-Exempt | A | Common Shares | 13,122 | 0.00 | — | 579,352 | — | ↗ |
| 2024-02-28 | Kupor Jeffrey H | Director / Officer | F-InKind | D | Common Shares | 2,971 | 15.29 | 45.4K | 148,138 | — | ↗ |
| 2024-02-28 | Giuliano Mark F | Officer | A-Award | A | Restricted Stock Units | 28,449 | 0.00 | — | 28,449 | — | ↗ |
| 2024-02-28 | DUKES LAURA ALLISON | Officer | A-Award | A | Common Shares | 31,792 | 0.00 | — | 409,166 | — | ↗ |
| 2024-02-28 | Butcher Stephanie | Director / Officer | F-InKind | D | Common Shares | 16,680 | 15.29 | 255.0K | 108,371 | — | ↗ |
| 2023-10-02 | Invesco Realty, Inc. | 10% Owner | P-Purchase | A | Class I Common Stock, $0.01 par value | 199,087 | 25.11 | 5.00M | 1,052,487 | — | ↗ |
| 2023-09-05 | Invesco Realty, Inc. | 10% Owner | P-Purchase | A | Class I Common Stock, $0.01 par value | 700,000 | 25.00 | 17.50M | 853,400 | — | ↗ |
| 2023-08-31 | Sharp Douglas J | Director / Officer | M-Exempt | D | Restricted Stock Units | 15,104 | 0.00 | — | 15,104 | — | ↗ |
| 2023-08-31 | Schlossberg Andrew | Director / Officer | M-Exempt | D | Restricted Stock Units | 14,124 | 0.00 | — | 0 | — | ↗ |
| 2023-08-28 | Invesco Realty, Inc. | 10% Owner | — | D | Class D Common Stock, $0.01 par value | 0 | 0.00 | — | 153,400 | — | ↗ |
| 2023-07-09 | Wong Tony | Director / Officer | J-Other | A | Common Shares | 417 | 14.38 | 6.0K | 157,371 | — | ↗ |
| 2023-07-03 | Sharp Douglas J | Director / Officer | A-Award | A | Restricted Stock Units | 116,754 | 0.00 | — | 116,754 | — | ↗ |
| 2023-07-03 | Schlossberg Andrew | Director / Officer | A-Award | A | Common Shares | 350,262 | 0.00 | — | 781,292 | — | ↗ |
| 2023-07-03 | Lo Andrew Tak Shing | Director / Officer | A-Award | A | Restricted Stock Units | 116,754 | 0.00 | — | 116,754 | — | ↗ |
| 2023-07-03 | Kupor Jeffrey H | Director / Officer | A-Award | A | Common Shares | 58,377 | 0.00 | — | 151,109 | — | ↗ |
| 2023-07-03 | Krevitt Jennifer | Officer | A-Award | A | Common Shares | 58,377 | 0.00 | — | 91,120 | — | ↗ |
| 2023-07-03 | Giuliano Mark F | Officer | A-Award | A | Common Shares | 58,377 | 0.00 | — | 180,375 | — | ↗ |
| 2023-07-03 | DUKES LAURA ALLISON | Officer | A-Award | A | Common Shares | 116,754 | 0.00 | — | 377,374 | — | ↗ |
| 2023-05-15 | WOOD PHOEBE A | Director | A-Award | A | Common Shares | 12,820 | 0.00 | — | 77,316 | — | ↗ |
| 2023-05-15 | WOMACK CHRISTOPHER C | Director | A-Award | A | Common Shares | 12,820 | 0.00 | — | 27,122 | — | ↗ |
| 2023-05-15 | WAGONER G RICHARD JR | Director | A-Award | A | Common Shares | 12,820 | 0.00 | — | 75,075 | — | ↗ |
| 2023-05-15 | Tolliver Paula | Director | A-Award | A | Common Shares | 12,820 | 0.00 | — | 33,272 | — | ↗ |
| 2023-05-15 | Sheinwald Nigel | Director | A-Award | A | Common Shares | 12,820 | 0.00 | — | 69,173 | — | ↗ |
| 2023-05-15 | Kessler Denis | Director | M-Exempt | D | Restricted Stock Units | 10,930 | 0.00 | — | 0 | — | ↗ |
| 2023-05-15 | Johnson Elizabeth S. | Director | A-Award | A | Common Shares | 12,820 | 0.00 | — | 15,975 | — | ↗ |
| 2023-05-15 | Glavin William Francis Jr | Director | A-Award | A | Common Shares | 12,820 | 0.00 | — | 48,289 | — | ↗ |
| 2023-05-15 | GIBBONS THOMAS P | Director | A-Award | A | Common Shares | 14,007 | 0.00 | — | 14,407 | — | ↗ |
| 2023-05-15 | Finke Thomas M | Director | A-Award | A | Common Shares | 12,820 | 0.00 | — | 31,443 | — | ↗ |
| 2023-05-15 | DUKES LAURA ALLISON | Officer | F-InKind | D | Common Shares | 25,243 | 15.21 | 383.9K | 260,620 | — | ↗ |
| 2023-05-15 | Beshar Sarah | Director | A-Award | A | Common Shares | 12,820 | 0.00 | — | 82,352 | — | ↗ |
| 2023-04-24 | GIBBONS THOMAS P | Director | — | D | Common Shares | 0 | 0.00 | — | 400 | — | ↗ |
| 2023-03-15 | Johnson Elizabeth S. | Director | A-Award | A | Common Shares | 3,155 | 0.00 | — | 3,155 | — | ↗ |
| 2023-03-01 | FLANAGAN MARTIN L | Director / Officer | S-Sale | D | Common Shares | 232,413 | 17.43 | 4.05M | 452,584 | — | ↗ |
| 2023-02-28 | Wong Tony | Director / Officer | A-Award | A | Common Shares | 16,957 | 0.00 | — | 165,145 | — | ↗ |
| 2023-02-28 | Vacheron Terry | Officer | A-Award | A | Common Shares | 7,361 | 0.00 | — | 18,492 | — | ↗ |
| 2023-02-28 | Sharp Douglas J | Director / Officer | A-Award | A | Restricted Stock Units | 47,565 | 0.00 | — | 47,565 | — | ↗ |
| 2023-02-28 | Schlossberg Andrew | Director / Officer | A-Award | A | Common Shares | 55,650 | 0.00 | — | 407,313 | — | ↗ |
| 2023-02-28 | Lo Andrew Tak Shing | Director / Officer | M-Exempt | A | Common Shares | 70,585 | 0.00 | — | 459,130 | — | ↗ |
| 2023-02-28 | Kupor Jeffrey H | Director / Officer | A-Award | A | Common Shares | 187,500 | 0.00 | — | 273,865 | — | ↗ |
| 2023-02-28 | Krevitt Jennifer | Officer | A-Award | A | Common Shares | 11,325 | 0.00 | — | 34,865 | — | ↗ |
| 2023-02-28 | Giuliano Mark F | Officer | F-InKind | D | Common Shares | 18,593 | 17.66 | 328.4K | 121,998 | — | ↗ |
| 2023-02-28 | FLANAGAN MARTIN L | Director / Officer | A-Award | A | Common Shares | 186,089 | 0.00 | — | 835,793 | — | ↗ |
| 2023-02-28 | DUKES LAURA ALLISON | Officer | A-Award | A | Common Shares | 43,389 | 0.00 | — | 295,059 | — | ↗ |
| 2023-02-28 | Butcher Stephanie | Director / Officer | A-Award | A | Common Shares | 40,819 | 0.00 | — | 139,061 | — | ↗ |
| 2023-02-15 | Johnson Elizabeth S. | Director | — | D | Common Shares | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-02-08 | Wong Tony | Director / Officer | — | D | Common Shares | 0 | 0.00 | — | 148,188 | — | ↗ |
| 2023-02-08 | Butcher Stephanie | Director / Officer | — | D | Restricted Stock Units | 101,988 | 0.00 | — | 0 | — | ↗ |
| 2023-01-30 | TRIAN FUND MANAGEMENT, L.P. | 10% Owner | S-Sale | D | Common Stock | 786,378 | 18.11 | 14.24M | 45,419,188 | — | ↗ |
| 2023-01-27 | TRIAN FUND MANAGEMENT, L.P. | 10% Owner | S-Sale | D | Common Stock | 2,367,477 | 18.42 | 43.61M | 46,205,566 | — | ↗ |
| 2023-01-25 | TRIAN FUND MANAGEMENT, L.P. | Director | S-Sale | D | Common Stock | 2,374,019 | 18.10 | 42.97M | 48,573,043 | — | ↗ |
| 2023-01-24 | TRIAN FUND MANAGEMENT, L.P. | Director | S-Sale | D | Common Stock | 1,011,084 | 18.56 | 18.77M | 50,947,062 | — | ↗ |
| 2023-01-23 | TRIAN FUND MANAGEMENT, L.P. | Director | S-Sale | D | Common Stock | 3,786,854 | 19.02 | 72.03M | 51,958,146 | — | ↗ |
| 2023-01-01 | Kupor Jeffrey H | Director / Officer | — | D | Common Shares | 0 | 0.00 | — | 86,365 | — | ↗ |
| 2022-12-19 | FLANAGAN MARTIN L | Director / Officer | — | I | Common Shares | 0 | 0.00 | — | 519,507 | — | ↗ |
| 2022-12-12 | Schlossberg Andrew | Director / Officer | G-Gift | D | Common Shares | 5,405 | 0.00 | — | 351,663 | — | ↗ |
| 2022-08-31 | Sharp Douglas J | Director / Officer | M-Exempt | A | Common Shares | 15,104 | 0.00 | — | 35,573 | — | ↗ |
| 2022-08-31 | Schlossberg Andrew | Director / Officer | F-InKind | D | Common Shares | 6,370 | 16.47 | 104.9K | 344,160 | — | ↗ |
| 2022-07-09 | Vacheron Terry | Officer | J-Other | A | Common Shares | 435 | 13.78 | 6.0K | 11,131 | — | ↗ |
| 2022-06-14 | MM Asset Management Holding LLC | 10% Owner | P-Purchase | A | Common Shares | 827,590 | 16.21 | 13.41M | 81,332,319 | — | ↗ |
| 2022-06-13 | MM Asset Management Holding LLC | 10% Owner | P-Purchase | A | Common Shares | 827,590 | 16.08 | 13.31M | 80,504,729 | — | ↗ |
| 2022-06-13 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | Director | P-Purchase | A | Common Shares | 827,590 | 16.21 | 13.41M | 81,332,319 | — | ↗ |
| 2022-05-15 | WOOD PHOEBE A | Director | A-Award | A | Common Shares | 10,930 | 0.00 | — | 64,496 | — | ↗ |
| 2022-05-15 | WOMACK CHRISTOPHER C | Director | A-Award | A | Common Shares | 10,930 | 0.00 | — | 14,302 | — | ↗ |
| 2022-05-15 | WAGONER G RICHARD JR | Director | A-Award | A | Common Shares | 10,930 | 0.00 | — | 62,255 | — | ↗ |
| 2022-05-15 | Tolliver Paula | Director | A-Award | A | Common Shares | 10,930 | 0.00 | — | 20,452 | — | ↗ |
| 2022-05-15 | Sheinwald Nigel | Director | A-Award | A | Common Shares | 10,930 | 0.00 | — | 56,353 | — | ↗ |
| 2022-05-15 | Kessler Denis | Director | M-Exempt | A | Common Shares | 5,807 | 0.00 | — | 81,940 | — | ↗ |
| 2022-05-15 | HENRIKSON C ROBERT | Director | A-Award | A | Common Shares | 10,930 | 0.00 | — | 81,264 | — | ↗ |
| 2022-05-15 | Glavin William Francis Jr | Director | A-Award | A | Common Shares | 10,930 | 0.00 | — | 35,469 | — | ↗ |
| 2022-05-15 | Finke Thomas M | Director | A-Award | A | Common Shares | 10,930 | 0.00 | — | 18,623 | — | ↗ |
| 2022-05-15 | DUKES LAURA ALLISON | Officer | F-InKind | D | Common Shares | 25,243 | 17.84 | 450.3K | 251,670 | — | ↗ |
| 2022-05-15 | Beshar Sarah | Director | A-Award | A | Common Shares | 10,930 | 0.00 | — | 69,532 | — | ↗ |
| 2022-05-10 | Vacheron Terry | Officer | P-Purchase | A | Common Shares | 4,000 | 17.40 | 69.6K | 10,696 | — | ↗ |
| 2022-04-29 | MassMutual Holding LLC | Director | J-Other | A | Common Shares | 4,114,098 | 0.00 | — | 79,677,139 | — | ↗ |
| 2022-04-29 | MM Asset Management Holding LLC | 10% Owner | J-Other | A | Common Shares | 4,114,098 | 0.20 | 822.8K | 79,677,139 | — | ↗ |
| 2022-04-29 | Kessler Denis | Director | M-Exempt | A | Common Shares | 1,311 | 0.00 | — | 76,133 | — | ↗ |
| 2022-04-01 | TRIAN FUND MANAGEMENT, L.P. | 10% Owner | P-Purchase | A | Common Stock | 1,474,538 | 23.13 | 34.11M | 55,494,938 | — | ↗ |
| 2022-03-31 | TRIAN FUND MANAGEMENT, L.P. | Director | P-Purchase | A | Common Stock | 250,062 | 23.46 | 5.87M | 55,745,000 | — | ↗ |
| 2022-03-29 | TRIAN FUND MANAGEMENT, L.P. | 10% Owner | P-Purchase | A | Common Stock | 1,273,501 | 23.20 | 29.54M | 50,520,400 | — | ↗ |
| 2022-03-28 | TRIAN FUND MANAGEMENT, L.P. | Director | P-Purchase | A | Common Stock | 1,500,000 | 23.36 | 35.04M | 52,020,400 | — | ↗ |
| 2022-03-25 | TRIAN FUND MANAGEMENT, L.P. | 10% Owner | P-Purchase | A | Common Stock | 720,080 | 22.01 | 15.85M | 48,490,480 | — | ↗ |
| 2022-03-23 | TRIAN FUND MANAGEMENT, L.P. | 10% Owner | P-Purchase | A | Common Stock | 1,026,508 | 21.52 | 22.09M | 47,087,963 | — | ↗ |
| 2022-03-15 | Vacheron Terry | Officer | — | D | Common Shares | 0 | 0.00 | — | 6,696 | — | ↗ |
| 2022-03-08 | McGreevey Gregory | Director / Officer | S-Sale | D | Common Shares | 200,000 | 19.60 | 3.92M | 260,403 | — | ↗ |
| 2022-03-08 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 10% Owner | P-Purchase | A | Common Shares | 312,489 | 19.77 | 6.18M | 4,114,098 | — | ↗ |
| 2022-03-07 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 10% Owner | P-Purchase | A | Common Shares | 1,378,433 | 18.65 | 25.70M | 2,735,665 | — | ↗ |
| 2022-03-04 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 10% Owner | P-Purchase | A | Common Shares | 1,349,650 | 19.01 | 25.65M | 1,357,232 | — | ↗ |
| 2022-03-01 | FLANAGAN MARTIN L | Director / Officer | S-Sale | D | Common Shares | 189,708 | 19.51 | 3.70M | 487,825 | — | ↗ |
| 2022-02-28 | Sharp Douglas J | Director / Officer | F-InKind | D | Common Shares | 5,004 | 21.24 | 106.3K | 20,469 | — | ↗ |
| 2022-02-28 | Schlossberg Andrew | Director / Officer | A-Award | A | Common Shares | 64,736 | 0.00 | — | 313,315 | — | ↗ |
| 2022-02-28 | McGreevey Gregory | Director / Officer | A-Award | A | Common Shares | 80,037 | 0.00 | — | 461,978 | — | ↗ |
| 2022-02-28 | Lo Andrew Tak Shing | Director / Officer | M-Exempt | D | Restricted Stock Units | 17,630 | 0.00 | — | 17,631 | — | ↗ |
| 2022-02-28 | Lege Annette | Officer | A-Award | A | Common Shares | 8,015 | 0.00 | — | 113,898 | — | ↗ |
| 2022-02-28 | Krevitt Jennifer | Officer | A-Award | A | Common Shares | 23,540 | 0.00 | — | 23,540 | — | ↗ |
| 2022-02-28 | Giuliano Mark F | Officer | A-Award | A | Common Shares | 22,598 | 0.00 | — | 107,029 | — | ↗ |
| 2022-02-28 | FLANAGAN MARTIN L | Director / Officer | A-Award | A | Common Shares | 135,163 | 0.00 | — | 800,620 | — | ↗ |
| 2022-02-28 | DUKES LAURA ALLISON | Officer | A-Award | A | Common Shares | 49,435 | 0.00 | — | 280,534 | — | ↗ |
| 2022-02-28 | CAROME KEVIN M | Officer | A-Award | A | Common Shares | 30,510 | 0.00 | — | 656,003 | — | ↗ |
| 2022-01-31 | Krevitt Jennifer | Officer | — | D | Common Shares | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-01-27 | Kessler Denis | Director | M-Exempt | A | Common Shares | 1,744 | 0.00 | — | 74,822 | — | ↗ |
| 2021-12-31 | Schlossberg Andrew | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-12-31 | FLANAGAN MARTIN L | Director / Officer | — | I | Common Shares | 0 | 0.00 | — | 519,507 | — | ↗ |
| 2021-12-13 | PELTZ NELSON | Director | X-InTheMoney | A | Common Shares | 1,172,869 | 10.05 | 11.79M | 37,912,212 | — | ↗ |
| 2021-12-13 | GARDEN EDWARD P | Director | X-InTheMoney | D | Put-Call Option (right and obligation to buy) | 527,521 | 10.82 | 5.71M | 0 | — | ↗ |
| 2021-11-04 | Meadows Colin | Director / Officer | S-Sale | D | Common Shares | 47,210 | 25.84 | 1.22M | 135,937 | — | ↗ |
| 2021-11-01 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 10% Owner | P-Purchase | A | Common Shares | 7,582 | 26.15 | 198.3K | 7,582 | — | ↗ |
| 2021-10-28 | Kessler Denis | Director | M-Exempt | D | Restricted Stock Units | 2,719 | 0.00 | — | 8,862 | — | ↗ |
| 2021-10-13 | WOMACK CHRISTOPHER C | Director | — | D | Common Shares | 0 | 0.00 | — | 3,372 | — | ↗ |
| 2021-09-13 | Lo Andrew Tak Shing | Director / Officer | S-Sale | D | Common Shares | 150,000 | 24.91 | 3.74M | 225,605 | — | ↗ |
| 2021-08-31 | Sharp Douglas J | Director / Officer | F-InKind | D | Common Shares | 7,099 | 25.32 | 179.7K | 25,473 | — | ↗ |
| 2021-08-31 | Schlossberg Andrew | Director / Officer | M-Exempt | D | Restricted Stock Units | 23,697 | 0.00 | — | 71,094 | — | ↗ |
| 2021-07-29 | Kessler Denis | Director | M-Exempt | A | Common Shares | 3,419 | 24.35 | 83.3K | 70,359 | — | ↗ |
| 2021-05-15 | WOOD PHOEBE A | Director | A-Award | A | Common Shares | 5,807 | 0.00 | — | 53,566 | — | ↗ |
| 2021-05-15 | WAGONER G RICHARD JR | Director | A-Award | A | Common Shares | 5,807 | 0.00 | — | 51,325 | — | ↗ |
| 2021-05-15 | Tolliver Paula | Director | A-Award | A | Common Shares | 5,185 | 0.00 | — | 9,522 | — | ↗ |
| 2021-05-15 | Sheinwald Nigel | Director | A-Award | A | Common Shares | 5,807 | 0.00 | — | 45,423 | — | ↗ |
| 2021-05-15 | PELTZ NELSON | Director | A-Award | A | Common Shares | 5,807 | 0.00 | — | 8,216 | — | ↗ |
| 2021-05-15 | Kessler Denis | Director | A-Award | A | Restricted Stock Units | 5,807 | 0.00 | — | 15,000 | — | ↗ |
| 2021-05-15 | HENRIKSON C ROBERT | Director | A-Award | A | Common Shares | 5,807 | 0.00 | — | 70,334 | — | ↗ |
| 2021-05-15 | Glavin William Francis Jr | Director | A-Award | A | Common Shares | 5,807 | 0.00 | — | 24,539 | — | ↗ |
| 2021-05-15 | GARDEN EDWARD P | Director | A-Award | A | Common Shares | 5,807 | 0.00 | — | 8,216 | — | ↗ |
| 2021-05-15 | Finke Thomas M | Director | A-Award | A | Common Shares | 5,807 | 0.00 | — | 7,693 | — | ↗ |
| 2021-05-15 | Beshar Sarah | Director | A-Award | A | Common Shares | 5,807 | 0.00 | — | 58,602 | — | ↗ |
| 2021-05-14 | DUKES LAURA ALLISON | Officer | F-InKind | D | Common Shares | 24,895 | 27.96 | 696.1K | 231,099 | — | ↗ |
| 2021-05-13 | Tolliver Paula | Director | — | D | Common Shares | 0 | 0.00 | — | 4,337 | — | ↗ |
Executive team
Top executives
EBIT / Employee
-72.9K
Shares Outstanding
443.30M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Andrew R. Schlossberg President and Chief Executive Officer | 750.0K | — | 10.08M | — | 5.32M | 143.7K | 16.30M | 61.87% | ↗ |
| 2 | 2025 | L. Allison Dukes Senior Managing Director, Chief Financial Officer | 500.0K | — | 4.02M | — | 2.57M | 24.7K | 7.11M | 56.55% | ↗ |
| 3 | 2025 | Douglas J. Sharp Senior Managing Director, Head of the Americas and EMEA | 500.0K | — | 3.30M | — | 2.84M | 23.6K | 6.66M | 49.54% | ↗ |
| 4 | 2025 | Andrew T.S. Lo Senior Managing Director and Chief Executive Officer, Invesco Asia-Pacific | 500.0K | — | 3.33M | — | 2.71M | 79.8K | 6.62M | 50.28% | ↗ |
| 5 | 2025 | Tony L. Wong Senior Managing Director, Co-Head of Investments | 500.0K | — | 3.05M | — | 2.32M | 25.4K | 5.90M | 51.72% | ↗ |
| 6 | 2025 | Stephanie C. Butcher Senior Managing Director, Co-Head of Investments | 500.0K | — | 3.02M | — | 2.32M | 51.6K | 5.90M | 51.27% | ↗ |
| 7 | 2024 | Andrew R. Schlossberg President and Chief Executive Officer | 750.0K | — | 6.24M | — | 4.09M | 150.2K | 11.23M | 55.55% | ↗ |
| 8 | 2024 | L. Allison Dukes Senior Managing Director, Chief Financial Officer | 500.0K | 500.0K | 2.58M | — | 2.22M | 25.6K | 5.83M | 44.24% | ↗ |
| 9 | 2024 | Andrew T.S. Lo Senior Managing Director and Chief Executive Officer, Invesco Asia-Pacific | 500.0K | — | 2.62M | — | 2.10M | 77.8K | 5.29M | 49.42% | ↗ |
| 10 | 2024 | Douglas J. Sharp Senior Managing Director, Head of the Americas and EMEA | 500.0K | — | 2.64M | — | 2.10M | 53.6K | 5.29M | 49.84% | ↗ |
| 11 | 2024 | Stephanie C. Butcher Senior Managing Director, Co-Head of Investments | 500.0K | — | 2.26M | — | 1.93M | 15.6K | 4.70M | 48.04% | ↗ |
| 12 | 2024 | Tony L. Wong Senior Managing Director, Co-Head of Investments | 500.0K | — | 2.24M | — | 1.93M | 26.2K | 4.69M | 47.73% | ↗ |
| 13 | 2023 | Martin L. Flanagan Chairman Emeritus and Retired President and Chief Executive Officer | 790.0K | — | 9.43M | — | 6.98M | 154.1K | 17.35M | 54.34% | ↗ |
| 14 | 2023 | Andrew R. Schlossberg President and Chief Executive Officer | 625.0K | — | 8.32M | — | 2.80M | 115.6K | 11.86M | 70.15% | ↗ |
| 15 | 2023 | Andrew T.S. Lo Senior Managing Director and Chief Executive Officer, Invesco Asia-Pacific | 500.0K | — | 4.39M | — | 1.83M | 71.5K | 6.79M | 64.69% | ↗ |
| 16 | 2023 | Andrew T.S. Lo Senior Managing Director, Head of Asia Pacific | 500.0K | — | 4.39M | — | 1.83M | 71.5K | 6.79M | 64.69% | ↗ |
| 17 | 2023 | L. Allison Dukes Senior Managing Director, Chief Financial Officer | 500.0K | — | 3.81M | — | 1.80M | 22.8K | 6.13M | 62.13% | ↗ |
| 18 | 2023 | Douglas J. Sharp Senior Managing Director, Head of the Americas and EMEA | 500.0K | — | 3.60M | — | 1.83M | 50.2K | 5.98M | 60.25% | ↗ |
| 19 | 2023 | Gregory G. McGreevey Retired Senior Managing Director, Investments | 375.0K | — | 3.94M | — | 1.58M | 26.8K | 5.92M | 66.60% | ↗ |
| 20 | 2023 | Stephanie C. Butcher Senior Managing Director, Co-Head of Investments | 459.3K | — | 2.72M | — | 1.56M | 12.9K | 4.76M | 57.20% | ↗ |
| 21 | 2023 | Tony L. Wong Senior Managing Director, Co-Head of Investments | 481.3K | — | 2.30M | — | 1.56M | 23.5K | 4.37M | 52.64% | ↗ |
| 22 | 2023 | Tony L. Wong Senior Managing Director, Co-Head of Investments Retired executive officers | 481.3K | — | 2.30M | — | 1.56M | 23.5K | 4.37M | 52.64% | ↗ |
| 23 | 2022 | Martin L. Flanagan President and Chief Executive Officer | 790.0K | — | 11.20M | — | 3.06M | 120.2K | 15.17M | 73.81% | ↗ |
| 24 | 2022 | Martin L. Flanagan Chairman Emeritus and Retired President and Chief Executive Officer | 790.0K | — | 11.20M | — | 3.06M | 120.2K | 15.17M | 73.81% | ↗ |
| 25 | 2022 | Gregory G. McGreevey Senior Managing Director, Investments | 500.0K | — | 4.25M | — | 2.02M | 32.9K | 6.80M | 62.51% | ↗ |
| 26 | 2022 | Gregory G. McGreevey Retired Senior Managing Director, Investments | 500.0K | — | 4.25M | — | 2.02M | 32.9K | 6.80M | 62.51% | ↗ |
| 27 | 2022 | Andrew T.S. Lo Senior Managing Director, Head of Asia Pacific | 500.0K | — | 3.50M | — | 1.52M | 68.5K | 5.59M | 62.64% | ↗ |
| 28 | 2022 | Andrew T.S. Lo Senior Managing Director and Chief Executive Officer, Invesco Asia-Pacific | 500.0K | — | 3.50M | — | 1.52M | 68.5K | 5.59M | 62.64% | ↗ |
| 29 | 2022 | Andrew R. Schlossberg Senior Managing Director, Head of the Americas | 500.0K | — | 3.45M | — | 1.50M | 38.7K | 5.48M | 62.91% | ↗ |
| 30 | 2022 | Andrew R. Schlossberg President and Chief Executive Officer | 500.0K | — | 3.45M | — | 1.50M | 38.7K | 5.48M | 62.91% | ↗ |
| 31 | 2022 | L. Allison Dukes Senior Managing Director, Chief Financial Officer | 500.0K | — | 2.65M | — | 1.08M | 25.7K | 4.26M | 62.21% | ↗ |
| 32 | 2021 | Martin L. Flanagan Chairman Emeritus and Retired President and Chief Executive Officer | 790.0K | — | 7.22M | — | 4.80M | 90.8K | 12.90M | 55.96% | ↗ |
| 33 | 2021 | Martin L. Flanagan President and Chief Executive Officer | 790.0K | — | 7.22M | — | 4.80M | 90.8K | 12.90M | 55.96% | ↗ |
| 34 | 2021 | Gregory G. McGreevey Senior Managing Director, Investments | 450.0K | — | 3.15M | — | 2.80M | 44.8K | 6.44M | 48.88% | ↗ |
| 35 | 2021 | Gregory G. McGreevey Retired Senior Managing Director, Investments | 450.0K | — | 3.15M | — | 2.80M | 44.8K | 6.44M | 48.88% | ↗ |
| 36 | 2021 | Andrew T.S. Lo Senior Managing Director, Head of Asia Pacific | 461.5K | — | 2.94M | — | 2.10M | 68.7K | 5.57M | 52.80% | ↗ |
| 37 | 2021 | Andrew T.S. Lo Senior Managing Director and Head of Asia Pacific | 461.5K | — | 2.94M | — | 2.10M | 68.7K | 5.57M | 52.80% | ↗ |
| 38 | 2021 | Andrew R. Schlossberg President and Chief Executive Officer | 450.0K | — | 2.46M | — | 2.10M | 67.3K | 5.07M | 48.42% | ↗ |
| 39 | 2021 | Andrew R. Schlossberg Senior Managing Director, Head of the Americas | 450.0K | — | 2.46M | — | 2.10M | 67.3K | 5.07M | 48.42% | ↗ |
| 40 | 2021 | L. Allison Dukes Senior Managing Director and Chief Financial Officer | 500.0K | — | 1.80M | — | 1.50M | 24.6K | 3.82M | 47.06% | ↗ |
| 41 | 2021 | L. Allison Dukes Senior Managing Director, Chief Financial Officer | 500.0K | — | 1.80M | — | 1.50M | 24.6K | 3.82M | 47.06% | ↗ |
| 42 | 2020 | Martin L. Flanagan President and Chief Executive Officer | 790.0K | — | 7.76M | — | 3.09M | 108.1K | 11.75M | 66.02% | ↗ |
| 43 | 2020 | Gregory G. McGreevey Senior Managing Director, Investments | 450.0K | — | 3.50M | — | 1.89M | 30.0K | 5.87M | 59.62% | ↗ |
| 44 | 2020 | Andrew R. Schlossberg Senior Managing Director, Head of the Americas | 450.0K | — | 2.73M | — | 1.64M | 63.7K | 4.88M | 55.92% | ↗ |
| 45 | 2020 | Andrew T.S. Lo Senior Managing Director, Head of Asia Pacific | 462.4K | — | 2.94M | — | 1.40M | 69.5K | 4.87M | 60.36% | ↗ |
| 46 | 2020 | Andrew T.S. Lo Senior Managing Director and Head of Invesco Asia Pacific | 462.4K | — | 2.94M | — | 1.40M | 69.5K | 4.87M | 60.36% | ↗ |
| 47 | 2020 | Andrew T.S. Lo Senior Managing Director and Head of Asia Pacific | 462.4K | — | 2.94M | — | 1.40M | 69.5K | 4.87M | 60.36% | ↗ |
| 48 | 2020 | Loren M. Starr Retired Vice Chair, Former Senior Managing Director and Chief Financial Officer | 450.0K | — | 2.04M | — | 848.2K | 32.1K | 3.37M | 60.51% | ↗ |
| 49 | 2020 | L. Allison Dukes Senior Managing Director and Chief Financial Officer | 500.0K | — | 1.50M | — | 900.0K | 7.6K | 2.91M | 51.59% | ↗ |
| 50 | 2020 | L. Allison Dukes Senior Managing Director, Chief Financial Officer | 500.0K | — | 1.50M | — | 900.0K | 7.6K | 2.91M | 51.59% | ↗ |
| 51 | 2019 | Martin L. Flanagan President and Chief Executive Officer | 790.0K | — | 6.91M | — | 3.70M | 115.0K | 11.52M | 59.99% | ↗ |
| 52 | 2019 | Philip A. Taylor Retired Vice Chair | 481.4K | — | 4.28M | — | 1.46M | 17.1K | 6.24M | 68.63% | ↗ |
| 53 | 2019 | Gregory G. McGreevey Senior Managing Director, Investments | 450.0K | — | 2.75M | — | 2.10M | 30.3K | 5.33M | 51.59% | ↗ |
| 54 | 2019 | Andrew T.S. Lo Senior Managing Director and Head of Asia Pacific | 458.1K | — | 2.73M | — | 1.40M | 63.7K | 4.65M | 58.68% | ↗ |
| 55 | 2019 | Andrew T.S. Lo Senior Managing Director and Head of Invesco Asia Pacific | 458.1K | — | 2.73M | — | 1.40M | 63.7K | 4.65M | 58.68% | ↗ |
| 56 | 2019 | Andrew R. Schlossberg Senior Managing Director, Head of the Americas | 450.0K | — | 2.19M | — | 1.82M | 88.0K | 4.54M | 48.11% | ↗ |
| 57 | 2019 | Loren M. Starr Senior Managing Director and Chief Financial Officer | 450.0K | — | 2.04M | — | 912.0K | 31.9K | 3.43M | 59.38% | ↗ |
| 58 | 2019 | Loren M. Starr Retired Vice Chair, Former Senior Managing Director and Chief Financial Officer | 450.0K | — | 2.04M | — | 912.0K | 31.9K | 3.43M | 59.38% | ↗ |
| 59 | 2018 | Martin L. Flanagan President and Chief Executive Officer | 790.0K | — | 8.71M | — | 3.30M | 116.9K | 12.92M | 67.44% | ↗ |
| 60 | 2018 | Philip A. Taylor Retired Vice Chair | 492.4K | — | 4.33M | — | 2.23M | 18.6K | 7.08M | 61.21% | ↗ |
| 61 | 2018 | Philip A. Taylor Vice Chair | 492.4K | — | 4.33M | — | 2.23M | 18.6K | 7.08M | 61.21% | ↗ |
| 62 | 2018 | Gregory G. McGreevey Senior Managing Director, Investments | 450.0K | — | 2.63M | — | 1.80M | 29.3K | 4.91M | 53.59% | ↗ |
| 63 | 2018 | Andrew T.S. Lo Senior Managing Director and Head of Invesco Asia Pacific | 458.0K | — | 2.63M | — | 1.34M | 63.6K | 4.49M | 58.58% | ↗ |
| 64 | 2018 | Andrew R. Schlossberg Senior Managing Director, Head of the Americas | 450.0K | — | 2.16M | — | 1.46M | 47.4K | 4.11M | 52.49% | ↗ |
| 65 | 2018 | Loren M. Starr Retired Vice Chair, Former Senior Managing Director and Chief Financial Officer | 450.0K | — | 2.07M | — | 912.0K | 30.8K | 3.47M | 59.81% | ↗ |
| 66 | 2018 | Loren M. Starr Senior Managing Director and Chief Financial Officer | 450.0K | — | 2.07M | — | 912.0K | 30.8K | 3.47M | 59.81% | ↗ |
| 67 | 2017 | Martin L. Flanagan President and Chief Executive Officer | 790.0K | — | 8.62M | — | 4.27M | 124.5K | 13.81M | 62.46% | ↗ |
| 68 | 2017 | Philip A. Taylor Vice Chair | 491.5K | — | 4.03M | — | 2.35M | 16.6K | 6.90M | 58.52% | ↗ |
| 69 | 2017 | Philip A. Taylor Retired Vice Chair | 491.5K | — | 4.03M | — | 2.35M | 16.6K | 6.90M | 58.52% | ↗ |
| 70 | 2017 | Philip A. Taylor Senior Managing Director and Head of Americas | 491.5K | — | 4.03M | — | 2.35M | 16.6K | 6.90M | 58.52% | ↗ |
| 71 | 2017 | Gregory G. McGreevey Senior Managing Director, Investments | 450.0K | — | 3.27M | — | 1.92M | 27.9K | 5.67M | 57.76% | ↗ |
| 72 | 2017 | Andrew T.S. Lo Senior Managing Director and Head of Invesco Asia Pacific | 460.4K | — | 2.55M | — | 1.37M | 66.0K | 4.45M | 57.32% | ↗ |
| 73 | 2017 | Andrew R. Schlossberg Senior Managing Director, Head of the Americas | 450.0K | — | 1.75M | — | 1.44M | 41.2K | 3.68M | 47.54% | ↗ |
| 74 | 2017 | Loren M. Starr Senior Managing Director and Chief Financial Officer | 450.0K | — | 2.05M | — | 991.3K | 29.7K | 3.52M | 58.23% | ↗ |
| 75 | 2016 | Martin L. Flanagan President and Chief Executive Officer | 790.0K | — | 9.64M | — | 4.05M | 126.6K | 14.61M | 66.03% | ↗ |
| 76 | 2016 | Philip A. Taylor Senior Managing Director and Head of Americas | 481.3K | — | 4.52M | — | 2.26M | 17.5K | 7.28M | 62.08% | ↗ |
| 77 | 2016 | Philip A. Taylor Vice Chair | 481.3K | — | 4.52M | — | 2.26M | 17.5K | 7.28M | 62.08% | ↗ |
| 78 | 2016 | Andrew T.S. Lo Senior Managing Director and Head of Invesco Asia Pacific | 462.1K | — | 2.78M | — | 1.30M | 68.7K | 4.61M | 60.32% | ↗ |
| 79 | 2016 | Colin D. Meadows Senior Managing Director and Chief Administrative Officer | 425.0K | — | 2.52M | — | 1.25M | 24.9K | 4.22M | 59.77% | ↗ |
| 80 | 2016 | Loren M. Starr Senior Managing Director and Chief Financial Officer | 450.0K | — | 2.29M | — | 939.6K | 28.4K | 3.71M | 61.80% | ↗ |
| 81 | 2015 | Martin L. Flanagan President and Chief Executive Officer | 790.0K | — | 10.28M | — | 4.65M | 151.0K | 15.88M | 64.78% | ↗ |
| 82 | 2015 | Philip A. Taylor Senior Managing Director and Head of Americas | 499.3K | — | 4.71M | — | 2.60M | 19.5K | 7.83M | 60.16% | ↗ |
| 83 | 2015 | G. Mark Armour Senior Managing Director and Head of EMEA | 458.4K | — | 3.76M | — | 1.73M | 79.8K | 6.02M | 62.43% | ↗ |
| 84 | 2015 | Andrew T.S. Lo Senior Managing Director and Head of Invesco Asia Pacific | 462.6K | — | 2.78M | — | 1.48M | 67.9K | 4.79M | 58.12% | ↗ |
| 85 | 2015 | Colin D. Meadows Senior Managing Director and Chief Administrative Officer | 425.0K | — | 2.52M | — | 1.35M | 25.9K | 4.33M | 58.37% | ↗ |
| 86 | 2015 | Loren M. Starr Senior Managing Director and Chief Financial Officer | 450.0K | — | 2.41M | — | 1.08M | 27.8K | 3.97M | 60.79% | ↗ |
| 87 | 2014 | Martin L. Flanagan President and Chief Executive Officer | 790.0K | — | 9.73M | — | 4.93M | 172.0K | 15.62M | 62.32% | ↗ |
| 88 | 2014 | Philip A. Taylor Senior Managing Director and Head of Americas | 576.3K | — | 4.34M | — | 2.71M | 25.7K | 7.66M | 56.74% | ↗ |
| 89 | 2014 | G. Mark Armour Senior Managing Director and Head of EMEA | 493.6K | — | 3.04M | — | 1.80M | 90.8K | 5.42M | 56.04% | ↗ |
| 90 | 2014 | Andrew T.S. Lo Senior Managing Director and Head of Invesco Asia Pacific | 462.4K | — | 2.63M | — | 1.48M | 66.3K | 4.63M | 56.76% | ↗ |
| 91 | 2014 | Colin D. Meadows Senior Managing Director and Chief Administrative Officer | 425.0K | — | 2.35M | — | 1.35M | 25.2K | 4.16M | 56.68% | ↗ |
| 92 | 2014 | Loren M. Starr Senior Managing Director and Chief Financial Officer | 450.0K | — | 2.25M | — | 1.14M | 27.0K | 3.86M | 58.26% | ↗ |
| 93 | 2013 | Martin L. Flanagan President and Chief Executive Officer | 790.0K | — | 8.35M | — | 4.48M | 181.5K | 13.80M | 60.52% | ↗ |
| 94 | 2013 | Philip A. Taylor Senior Managing Director and Head of Americas | 616.5K | — | 4.07M | — | 2.46M | 22.4K | 7.17M | 56.74% | ↗ |
| 95 | 2013 | G. Mark Armour Senior Managing Director and Head of EMEA | 469.8K | — | 2.32M | — | 1.53M | 133.8K | 4.45M | 52.20% | ↗ |
| 96 | 2013 | Andrew T.S. Lo Senior Managing Director and Head of Invesco Asia Pacific | 462.4K | — | 2.19M | — | 1.32M | 60.0K | 4.04M | 54.26% | ↗ |
| 97 | 2013 | Loren M. Starr Senior Managing Director and Chief Financial Officer | 450.0K | — | 2.12M | — | 1.03M | 26.4K | 3.62M | 58.44% | ↗ |
| 98 | 2012 | Martin L. Flanagan President and Chief Executive Officer | 790.0K | — | 8.35M | — | 3.38M | 257.2K | 12.77M | 65.38% | ↗ |
| 99 | 2012 | Philip A. Taylor Senior Managing Director and Head of Americas | 638.4K | — | 4.07M | — | 2.11M | 73.5K | 6.89M | 59.09% | ↗ |
| 100 | 2012 | James I. Robertson Former Senior Managing Director | 557.4K | — | 2.85M | — | 1.01M | 769.1K | 5.18M | 54.98% | ↗ |
| 101 | 2012 | G. Mark Armour Senior Managing Director and Head of EMEA | 441.0K | — | 2.85M | — | 874.7K | 19.5K | 4.19M | 68.10% | ↗ |
| 102 | 2012 | Loren M. Starr Senior Managing Director and Chief Financial Officer | 450.0K | — | 2.15M | — | 860.0K | 25.7K | 3.49M | 61.74% | ↗ |
| 103 | 2011 | Martin L. Flanagan President and Chief Executive Officer | 790.0K | — | 8.35M | — | 3.75M | 530.5K | 13.42M | 62.22% | ↗ |
| 104 | 2011 | Philip A. Taylor Senior Managing Director and Head of Americas | 647.4K | — | 4.07M | — | 2.14M | 257.4K | 7.11M | 57.24% | ↗ |
| 105 | 2011 | Philip A. Taylor Senior Managing Director and Head of North American Retail | 647.4K | — | 4.07M | — | 2.14M | 257.4K | 7.11M | 57.24% | ↗ |
| 106 | 2011 | G. Mark Armour Senior Managing Director and Head of EMEA | 443.7K | — | 3.10M | — | 1.35M | 238.9K | 5.13M | 60.40% | ↗ |
| 107 | 2011 | G. Mark Armour Senior Managing Director and Head of Invesco Institutional | 443.7K | — | 3.10M | — | 1.35M | 238.9K | 5.13M | 60.40% | ↗ |
| 108 | 2011 | James I. Robertson Former Senior Managing Director | 563.4K | — | 2.85M | — | 1.46M | 236.3K | 5.11M | 55.83% | ↗ |
| 109 | 2011 | James I. Robertson Senior Managing Director and Head of UK and Continental Europe | 563.4K | — | 2.85M | — | 1.46M | 236.3K | 5.11M | 55.83% | ↗ |
| 110 | 2011 | Loren M. Starr Senior Managing Director and Chief Financial Officer | 450.0K | — | 2.15M | — | 945.0K | 117.6K | 3.67M | 58.76% | ↗ |
| 111 | 2010 | Martin L. Flanagan President and Chief Executive Officer | 790.0K | — | 6.51M | — | 3.75M | 459.9K | 11.51M | 56.55% | ↗ |
| 112 | 2010 | Philip A. Taylor Senior Managing Director and head of North American Retail | 616.4K | — | 4.17M | — | 2.03M | 359.4K | 7.18M | 58.11% | ↗ |
| 113 | 2010 | Philip A. Taylor Senior Managing Director and Head of North American Retail | 616.4K | — | 4.17M | — | 2.03M | 359.4K | 7.18M | 58.11% | ↗ |
| 114 | 2010 | Philip A. Taylor Senior Managing Director and Head of Americas | 616.4K | — | 4.17M | — | 2.03M | 359.4K | 7.18M | 58.11% | ↗ |
| 115 | 2010 | James I. Robertson Former Senior Managing Director | 540.3K | — | 2.76M | — | 1.40M | 579.7K | 5.28M | 52.27% | ↗ |
| 116 | 2010 | James I. Robertson Senior Managing Director and Head of UK and Continental Europe | 540.3K | — | 2.76M | — | 1.40M | 579.7K | 5.28M | 52.27% | ↗ |
| 117 | 2010 | G. Mark Armour Senior Managing Director and Head of Invesco Institutional | 400.0K | — | 2.92M | — | 1.40M | 292.0K | 5.01M | 58.26% | ↗ |
| 118 | 2010 | G. Mark Armour Senior Managing Director and Head of EMEA | 400.0K | — | 2.92M | — | 1.40M | 292.0K | 5.01M | 58.26% | ↗ |
| 119 | 2010 | Loren M. Starr Senior Managing Director and Chief Financial Officer | 450.0K | — | 1.69M | — | 945.0K | 101.2K | 3.18M | 52.98% | ↗ |
| 120 | 2009 | Martin L. Flanagan President and Chief Executive Officer | 790.0K | — | 3.95M | — | 2.56M | 461.2K | 7.76M | 50.94% | ↗ |
| 121 | 2009 | James I. Robertson Senior Managing Director and Head of UK and Continental Europe | 549.2K | — | 3.60M | — | 1.01M | 312.9K | 5.47M | 65.78% | ↗ |
| 122 | 2009 | James I. Robertson Senior Managing Director and Head of United Kingdom and Continental Europe | 549.2K | — | 3.60M | — | 1.01M | 312.9K | 5.47M | 65.78% | ↗ |
| 123 | 2009 | G. Mark Armour Senior Managing Director and Head of Invesco Institutional | 400.0K | — | 2.80M | — | 1.09M | 266.4K | 4.55M | 61.52% | ↗ |
| 124 | 2009 | G. Mark Armour Senior Managing Director and Head of Worldwide Institutional | 400.0K | — | 2.80M | — | 1.09M | 266.4K | 4.55M | 61.52% | ↗ |
| 125 | 2009 | Philip A. Taylor Senior Managing Director and Head of North American Retail | 562.9K | — | 1.70M | — | 1.44M | 320.0K | 4.03M | 42.21% | ↗ |
| 126 | 2009 | Philip A. Taylor Senior Managing Director and head of North American Retail | 562.9K | — | 1.70M | — | 1.44M | 320.0K | 4.03M | 42.21% | ↗ |
| 127 | 2009 | Loren M. Starr Senior Managing Director and Chief Financial Officer | 450.0K | — | 1.13M | — | 650.0K | 93.4K | 2.32M | 48.64% | ↗ |
| 128 | 2008 | Martin L. Flanagan President and Chief Executive Officer | 790.0K | — | 4.75M | — | 3.66M | 1.34M | 10.53M | 45.10% | ↗ |
| 129 | 2008 | Robert J. Yerbury Senior Managing Director and Chief Investment Officer of Invesco Perpetual | 611.6K | 2.31M | 4.03M | — | — | 169.9K | 7.12M | 56.59% | ↗ |
| 130 | 2008 | G. Mark Armour Senior Managing Director and Head of Worldwide Institutional | 400.0K | — | 3.45M | — | 1.55M | 114.3K | 5.51M | 62.56% | ↗ |
| 131 | 2008 | G. Mark Armour Senior Managing Director and Head of Invesco Institutional | 400.0K | — | 3.45M | — | 1.55M | 114.3K | 5.51M | 62.56% | ↗ |
| 132 | 2008 | Philip A. Taylor Senior Managing Director and head of North American Retail | 600.5K | — | 1.95M | — | 2.20M | 293.1K | 5.04M | 38.66% | ↗ |
| 133 | 2008 | Philip A. Taylor Senior Managing Director and Head of North American Retail | 600.5K | 2.20M | 550.3K | 637.5K | — | 293.1K | 4.28M | 27.74% | ↗ |
| 134 | 2008 | Loren M. Starr Senior Managing Director and Chief Financial Officer | 450.0K | — | 1.35M | — | 924.0K | 161.3K | 2.89M | 46.79% | ↗ |
| 135 | 2008 | Andrew T.S. Lo Senior Managing Director and Head of Asia Pacific | 400.0K | 1.20M | 1.17M | — | — | 104.6K | 2.88M | 40.78% | ↗ |
| 136 | 2007 | Martin L. Flanagan President & Chief Executive Officer | 790.0K | 4.75M | 10.23M | — | — | 1.05M | 16.83M | 60.81% | ↗ |
| 137 | 2007 | Martin L. Flanagan President and Chief Executive Officer | 790.0K | 4.75M | 2.56M | — | — | 1.05M | 9.15M | 27.94% | ↗ |
| 138 | 2007 | Robert J. Yerbury Senior Managing Director and Chief Investment Officer of Invesco Perpetual | 656.6K | 2.91M | 3.17M | — | — | 131.2K | 6.87M | 46.21% | ↗ |
| 139 | 2007 | Robert J. Yerbury Senior Managing Director & Head of UK Retail | 656.6K | 2.91M | 3.17M | — | — | 131.2K | 6.87M | 46.21% | ↗ |
| 140 | 2007 | Philip A. Taylor Senior Managing Director and head of North American Retail | 645.5K | 2.71M | 2.66M | — | — | 72.4K | 6.09M | 43.68% | ↗ |
| 141 | 2007 | Philip A. Taylor Senior Managing Director & Head of North American Retail | 645.5K | 2.71M | 1.01M | 92.6K | — | 72.4K | 4.53M | 24.31% | ↗ |
| 142 | 2007 | Philip A. Taylor Senior Managing Director and Head of North American Retail | 645.5K | 2.71M | 1.01M | 92.6K | — | 72.4K | 4.53M | 24.31% | ↗ |
| 143 | 2007 | John D. Rogers Senior Managing Director & Head of Worldwide Institutional | 83.3K | — | 703.5K | 92.6K | — | 2.96M | 3.84M | 20.75% | ↗ |
| 144 | 2007 | Loren M. Starr Senior Managing Director and Chief Financial Officer | 450.0K | 1.20M | 1.53M | — | — | 118.0K | 3.30M | 46.45% | ↗ |
| 145 | 2007 | Andrew T. S. Lo Senior Managing Director & Head of Asia-Pacific | 400.0K | 1.40M | 1.43M | 46.3K | — | 17.9K | 3.30M | 44.88% | ↗ |
| 146 | 2007 | Andrew T.S. Lo Senior Managing Director and Head of Asia Pacific | 400.0K | 1.40M | 1.43M | 46.3K | — | 17.9K | 3.30M | 44.88% | ↗ |
| 147 | 2007 | Loren M. Starr Senior Managing Director & Chief Financial Officer | 450.0K | 1.20M | 1.38M | — | — | 118.0K | 3.14M | 43.77% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Andrew Ryan Schlossberg | President, Chief Executive Officer & Director | 6M | male |
| Douglas J. Sharp | Senior MD, Head of the Americas & EMEA & Chair of the Board of Invesco UK | 3M | male |
| Andrew Tak Shing Lo | Senior MD & Chief Executive Officer of Asia Pacific | 3M | male |
| Laura Allison Dukes | Senior MD & Chief Financial Officer | 3M | female |
| Stephanie Claire Butcher | Senior MD & Co-Head of Investment | 3M | female |
| Tony Wong | Senior MD & Co-Head of Investment | 3M | male |
| Rhoni Seguin | Managing Director of West | — | — |
| Ronald S. Sloan | Chief Investment Officer of Domestic Core Investment Mgmt Unit, MD & Senior Portfolio Manager | — | male |
| Shannon Anastasia Johnston | Senior MD and Chief Information & Operations Officer | — | female |
| Stephanie Botha | Chief Accounting Officer | — | female |
| Mark E. Paris | CIO & Head of Municipals, Head of Portfolio Management & Trading and Senior Portfolio Manager | — | male |
| Brian Schneider | Head of US Interest Rates Portfolio Management & Senior Portfolio Manager for Fixed Income | — | male |
ESG Rating
ESG Score History ASSET MANAGEMENT
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
| Transaction Date | Disclosed | Senator | State | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2024-10-17 | 2024-11-14 | Gary Peters | MI | Self | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2019-11-05 | 2019-11-20 | John Hoeven | ND | Self | Purchase | $50,001 - $100,000 | ↗ |
| 2019-03-22 | 2019-04-09 | John Hoeven | ND | Self | Purchase | $50,001 - $100,000 | ↗ |
| 2018-12-27 | 2019-01-11 | John Hoeven | ND | Self | Sale (Partial) | $15,001 - $50,000 | ↗ |
| 2016-06-28 | 2016-07-12 | John Hoeven | ND | Self | Purchase | $50,001 - $100,000 | ↗ |
| 2016-05-24 | 2016-06-22 | Gary Peters | MI | Self | Purchase | $1,001 - $15,000 | ↗ |
| 2016-03-07 | 2016-03-25 | John Hoeven | ND | Self | Purchase | $50,001 - $100,000 | ↗ |
| 2015-09-10 | 2015-09-28 | Gary Peters | MI | Self | Purchase | $1,001 - $15,000 | ↗ |
House Trading Activity
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2026-03-17 | 2026-04-06 | Kevin Hern | OK01 | Joint | Sale | $15,001 - $50,000 | ↗ |
| 2026-02-10 | 2026-03-10 | Gilbert Cisneros | CA31 | — | Sale | $1,001 - $15,000 | ↗ |
| 2026-01-09 | 2026-02-13 | Gilbert Cisneros | CA31 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-04-08 | 2025-04-29 | Rob Bresnahan | PA08 | — | Sale | $1,001 - $15,000 | ↗ |
| 2023-11-03 | 2023-12-06 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2023-10-02 | 2023-11-08 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2023-05-23 | 2023-06-12 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2022-08-23 | 2022-09-08 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2022-06-17 | 2022-07-07 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2022-05-10 | 2022-06-10 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2022-05-05 | 2022-06-10 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2020-05-13 | 2020-06-15 | Dean Phillips | MN03 | — | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2020-04-02 | 2020-05-07 | Dean Phillips | MN03 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2020-01-16 | 2020-02-07 | K. Michael Conaway | TX11 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2019-12-06 | 2020-01-10 | Gilbert Cisneros | CA31 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2018-09-14 | 2018-10-03 | Mark R Meadows | NC11 | Joint | Purchase | $1,001 - $15,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for IVZ
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
