Transaction · 0001407922-26-000007

Lo Andrew Tak Shing

Lo Andrew Tak Shing, DIR, reported an open-market or private sale at Invesco Ltd. involving 42530.000000 shares for an estimated $1396897.85. Reported holdings after the transaction were 913317.000000 shares. A 10b5-1 reference was not detected in the stored filing text.

Open-market sellSEC transaction code SDIR
IVZInvesco Ltd.
Trade date
Sep 08, 2026
Filing date
Sep 10, 2026
View on SEC Insider profile
Estimated value-$1.39MShares × reported price
Shares traded42.5k$32.85 per share
Holdings after913kDirect
% of reported position traded4.45%This security and ownership context
How reported position traded is calculated

Shares sold ÷ (holdings after + shares sold). Estimated position before: 955,847 shares.

Row-level estimate for this security and ownership context, not the insider’s complete portfolio. Joint ownership, other transactions in the filing, amendments and footnotes can affect interpretation.

IVZ price since this filing

Daily closing prices, with the filing date and available return windows
IVZ · Daily closing priceLoading daily prices…
Filing dateReturn windows appear as prices become available.
Pre-filing1mo ago -1.1%1w ago +2.5%1d ago +3.6%
Returns since7d -5.4%30d -7.6%90d180d1y

Transaction facts

Stored Form 4 columns with their raw values

Non-derivative
Type
Sell
Code S
Identifier
0001407922-26-000007
Common Shares
Transaction date
Sep 08, 2026
Filed Sep 10, 2026, 06:02 PM · 2d delay
Shares
42,530 sh
$32.85 per share
Estimated value
-$1.39M
Computed from shares × price
Holdings after
913,317 sh
Direct

Filing signal explanations

Badges describe filing facts only — not predictions.

Cluster 14dRepeat 30dPattern $100kLarge $1.00M
Cluster Selling Direct Ownership Large Sale
Filing-only score

+10 points

Compact filing score computed from stored Form 4 facts. Version v1.

Positive filing signal

This filing has a modest positive filing-only score. Treat it as a useful flag for review, not as a buy signal.

How this score is calculated
  • direct_ownership+6 points

    direct_or_indirect_ownership = D

    Direct ownership reports the insider's personal stake.
  • timely_filing+4 points

    reporting_delay_days = 2

    Filing reported within two business days of the transaction.
Read the scoring methodology

Signed filing-only points, not a probability or expected return. Version v1.

Reported relationships & other filings

Form 4 relationship flags and nearby filing context

Reported roles

Senior Managing Director

Officer YesDirector No10% NoOther No
Footnotes & amended
  1. F1

    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 o…

  2. F2

    Reflects the weighted average sale price. The range of prices for such transactions is $32.80 - $32.94.

  3. F3

    Reflects the weighted average sale price. The range of prices for such transactions is $32.095 - $32.435.

Original filing · 0001407922-26-000007
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