The cluster is too small relative to market cap to be a strong bearish signal. However, the CFO's sale alongside two Senior Managing Directors in a tight window is worth monitoring for any upcoming negative news or guidance changes. No immediate action warranted.
Price Chart
Executive Summary
Three senior Invesco insiders, including the CFO and two Senior Managing Directors, sold a combined $5.73M in open-market shares over a 5-day window. While the dollar amount is modest relative to the $14.2B market cap (~0.04%), the cluster involves the CFO and is concentrated in time, which warrants attention. The sales are not part of a clear 10b5-1 pattern based on the provided data, and the historical calibration for this filing type shows strong past performance for IVZ reports, but the standalone insider signal is weak due to the small proportionality.
Key Financial Metrics
Key Facts
- CFO Laura Allison Dukes sold $1.03M in open-market shares on 2026-09-04.
- Senior Managing Director Andrew Lo sold $4.64M total across two days (2026-09-08 and 2026-09-09).
- Senior Managing Director Stephanie Butcher sold $1.46M on 2026-09-09.
- Total open-market sales of $5.73M represent ~0.04% of IVZ's $14.2B market cap.
- One non-cash gift of 7,600 shares by the CFO was also reported.
Financial Impact
Total insider sales of $5.73M represent ~0.04% of market cap, a trivial amount.
Risk Factors
- Insider sales could precede a negative catalyst not yet publicly disclosed.
- The cluster may be driven by routine portfolio diversification or tax planning, reducing its informational value.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-IVZ-1789064588964 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 14, 2026 18d ago | Insider Cluster | $31.51 $31.38 | ▼ −0.41% | ▼ −0.52% | $30.66 (−2.70%) |
Sep 10, 2026 22d ago | Insider Cluster | $31.93 $30.22 | ▼ −5.36% | ▼ −4.86% | $30.66 (−3.98%) |
Aug 31, 2026 4w ago | 8-K | $31.99 $32.09 | ▲ +0.31% | ▲ +0.23% | $30.66 (−4.16%) |
Aug 11, 2026 7w ago | 8-K | $31.36 $32.37 | ▲ +3.22% | ▲ +3.62% | $30.66 (−2.23%) |
Jul 28, 2026 9w ago | 8-K | $29.43 $30.91 | ▲ +5.03% | ▲ +2.76% | $30.66 (+4.18%) |
Jul 10, 2026 12w ago | 8-K | $28.98 $30.30 | ▲ +4.55% | ▲ +5.12% | $30.66 (+5.80%) |
Jun 9, 2026 16w ago | 8-K | $27.46 $29.20 | ▲ +6.34% | ▲ +2.90% | $30.66 (+11.65%) |
May 11, 2026 20w ago | 8-K | $28.38 $27.39 | ▼ −3.48% | ▼ −3.56% | $30.66 (+8.04%) |
Apr 28, 2026 22w ago | 8-K | $25.88 $26.80 | ▲ +3.56% | ▲ +1.86% | $30.66 (+18.48%) |
Apr 10, 2026 25w ago | 8-K | $23.57 $24.81 | ▼ −5.27% | ▼ −0.77% | $30.66 (−30.09%) |
US Market Status
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