Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Invesco Ltd.
Report date July 28, 2017 · Filed July 31, 2017
Section 16 reporting ended · disclosed 2017-07-31. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 37,320 |
Reported balance
After 2017-07-28 transaction · row 1
1 source rowRow 1 · 2017-07-28 · Grant · Acquired 474 · Balance 37,320 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 28, 2017 Filed Jul 31, 2017 21:35 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 474 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-046764 · doc4.xml · nonDerivative · entry 1 LAWRENCE EDWARD P · CIK 0001010912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,320 Read SEC document |
| April 28, 2017 Filed May 1, 2017 20:37 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 1,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-028963 · doc4.xml · nonDerivative · entry 1 LAWRENCE EDWARD P · CIK 0001010912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,846 Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 22:02 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 1,228 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-006173 · doc4.xml · nonDerivative · entry 1 LAWRENCE EDWARD P · CIK 0001010912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,746 Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 21:39 UTC | Invesco Ltd. IVZ · Entity 125 | GiftCommon Shares | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-155423 · doc4.xml · nonDerivative · entry 1 LAWRENCE EDWARD P · CIK 0001010912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,518 Read SEC document |
| October 28, 2016 Filed Oct 31, 2016 20:20 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 1,270 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-147456 · doc4.xml · nonDerivative · entry 1 LAWRENCE EDWARD P · CIK 0001010912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,118 Read SEC document |
| September 09, 2016 Filed Sep 12, 2016 20:14 UTC | Invesco Ltd. IVZ · Entity 125 | SaleCommon Shares | 1,609 | $30.84 | $49,621.56 |
DisclosureSEC source: 0001209191-16-140929 · doc4.xml · nonDerivative · entry 1 LAWRENCE EDWARD P · CIK 0001010912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,848 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.