Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Invesco Ltd.IVZ · Entity 125 | Director | May 15, 2026 | May 19, 2026 |
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.
Invesco Ltd.
Report date May 15, 2026 · Filed May 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 115,165.991 |
Reported balance
After 2026-05-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-15 · Grant · Acquired 8,112 · Balance 115,165.991 F1: This number includes 18.593 shares received through a dividend reinvestment program. |
Filing footnotes · ownership attribution and instrument terms
F1: This number includes 18.593 shares received through a dividend reinvestment program.
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 |
|---|---|---|---|---|---|---|
| May 15, 2026 Filed May 19, 2026 21:07 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 8,112 | $0.00 | $0.00 |
DisclosureSEC source: 0001706784-26-000002 · wk-form4_1779224853.xml · nonDerivative · entry 1 Beshar Sarah · CIK 0001706784 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,165.991 F1 · balance_after: This number includes 18.593 shares received through a dividend reinvestment program. Read SEC document |
| May 15, 2025 Filed May 19, 2025 18:14 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 12,728 | $0.00 | $0.00 |
DisclosureSEC source: 0001706784-25-000002 · wk-form4_1747678485.xml · nonDerivative · entry 1 Beshar Sarah · CIK 0001706784 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,035.398 Read SEC document |
| May 15, 2024 Filed May 17, 2024 19:11 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 11,955 | $0.00 | $0.00 |
DisclosureSEC source: 0001706784-24-000002 · wk-form4_1715973105.xml · nonDerivative · entry 1 Beshar Sarah · CIK 0001706784 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,307.398 Read SEC document |
| May 15, 2023 Filed May 17, 2023 20:32 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 12,820 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-030204 · doc4.xml · nonDerivative · entry 1 Beshar Sarah · CIK 0001706784 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,352.398 Read SEC document |
| May 15, 2022 Filed May 17, 2022 20:09 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 10,930 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-029584 · doc4.xml · nonDerivative · entry 1 Beshar Sarah · CIK 0001706784 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,532.398 Read SEC document |
| May 15, 2021 Filed May 18, 2021 21:18 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 5,807 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-033592 · doc4.xml · nonDerivative · entry 1 Beshar Sarah · CIK 0001706784 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,602.398 Read SEC document |
| April 29, 2021 Filed May 3, 2021 21:25 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 1,311 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-029546 · doc4.xml · nonDerivative · entry 1 Beshar Sarah · CIK 0001706784 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,795.398 Read SEC document |
| January 27, 2021 Filed Jan 29, 2021 22:44 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 1,744 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-006182 · doc4.xml · nonDerivative · entry 1 Beshar Sarah · CIK 0001706784 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,484.398 Read SEC document |
| October 28, 2020 Filed Oct 29, 2020 20:22 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 2,719 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-056225 · doc4.xml · nonDerivative · entry 1 Beshar Sarah · CIK 0001706784 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,740.398 Read SEC document |
| September 02, 2020 Filed Sep 3, 2020 20:20 UTC | Invesco Ltd. IVZ · Entity 125 | PurchaseCommon Shares | 9,500 | $10.54 | $100,116.70 |
DisclosureSEC source: 0001209191-20-049392 · doc4.xml · nonDerivative · entry 1 Beshar Sarah · CIK 0001706784 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,021.398 F1 · price: Reflects the weighted-average purchase price. Common Shares were purchased in multiple transactions at prices ranging from $10.52 to $10.57 per share. The reporting person undertakes to provide upon request to the SEC staff, the issuer or its shareowners full information regarding the number of shares purchased at each separate price. Read SEC document |
| July 29, 2020 Filed Jul 31, 2020 17:58 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 3,419 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-044184 · doc4.xml · nonDerivative · entry 1 Beshar Sarah · CIK 0001706784 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,521.398 Read SEC document |
| April 24, 2020 Filed Apr 28, 2020 20:13 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 4,647 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-025924 · doc4.xml · nonDerivative · entry 1 Beshar Sarah · CIK 0001706784 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,102.398 F1 · balance_after: Includes 332.863 Common Shares acquired via dividend reinvestment. Read SEC document |
| January 30, 2020 Filed Feb 3, 2020 21:32 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 2,056 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-006025 · doc4.xml · nonDerivative · entry 1 Beshar Sarah · CIK 0001706784 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,122.535 F1 · balance_after: Includes 283.703 Common Shares acquired via dividend reinvestment. Read SEC document |
| October 25, 2019 Filed Oct 30, 2019 01:01 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 2,126 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-054385 · doc4.xml · nonDerivative · entry 1 Beshar Sarah · CIK 0001706784 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,782.832 F1 · balance_after: Includes 256.944 Common Shares acquired via dividend reinvestment. Read SEC document |
| July 26, 2019 Filed Jul 30, 2019 20:12 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 1,848 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-043653 · doc4.xml · nonDerivative · entry 1 Beshar Sarah · CIK 0001706784 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,399.888 F1 · balance_after: Includes 145.96 Common Shares acquired via dividend reinvestment. Read SEC document |
| April 26, 2019 Filed Apr 30, 2019 20:36 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 1,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-026576 · doc4.xml · nonDerivative · entry 1 Beshar Sarah · CIK 0001706784 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,405.928 F1 · balance_after: Includes 139.550 Common Shares acquired via dividend reinvestment. Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 21:11 UTC | Invesco Ltd. IVZ · Entity 125 | PurchaseCommon Shares | 5,270 | $18.97 | $99,971.90 |
DisclosureSEC source: 0001209191-19-012955 · doc4.xml · nonDerivative · entry 1 Beshar Sarah · CIK 0001706784 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,601.378 F1 · balance_after: Reflects the weighted-average sales price. Common Shares were purchased in multiple transactions at prices ranging from $18.94 to $19.00 per share. The reporting person undertakes to provide upon request to the SEC staff, the issuer or its shareowners full information regarding the number of shares purchased at each separate price. Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 21:09 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 1,989 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006750 · doc4.xml · nonDerivative · entry 1 Beshar Sarah · CIK 0001706784 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,331.378 F1 · balance_after: Includes 107.042 Common Shares acquired via dividend reinvestment. Read SEC document |
| October 19, 2018 Filed Oct 22, 2018 20:18 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 1,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-055836 · doc4.xml · nonDerivative · entry 1 Beshar Sarah · CIK 0001706784 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,235.336 F1 · balance_after: Includes 64,864 Common Shares acquired via dividend reinvestment. Read SEC document |
| July 27, 2018 Filed Jul 30, 2018 20:12 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 1,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-044369 · doc4.xml · nonDerivative · entry 1 Beshar Sarah · CIK 0001706784 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,521.472 F1 · balance_after: Includes 41.787 Common Shares acquired via dividend reinvestment. Read SEC document |
| April 27, 2018 Filed Apr 30, 2018 20:27 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 1,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-026843 · doc4.xml · nonDerivative · entry 1 Beshar Sarah · CIK 0001706784 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,084.685 F1 · balance_after: Includes 23.178 Common Shares acquired via dividend reinvestment. Read SEC document |
| February 27, 2018 Filed Feb 28, 2018 21:16 UTC | Invesco Ltd. IVZ · Entity 125 | PurchaseCommon Shares | 2,970 | $33.32 | $98,960.40 |
DisclosureSEC source: 0001209191-18-014482 · doc4.xml · nonDerivative · entry 1 Beshar Sarah · CIK 0001706784 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,836.507 F1 · price: Reflects the weighted-average sales price. Common Shares were purchased in multiple transactions at prices ranging from $33.29 to $33.36 per share. The reporting person undertakes to provide upon request to the SEC staff, the issuer or its shareowners full information regarding the number of shares purchased at each separate price. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 22:09 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 1,006 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007567 · doc4.xml · nonDerivative · entry 1 Beshar Sarah · CIK 0001706784 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,866.507 F1 · balance_after: Includes 12.507 Common Shares acquired via dividend reinvestment. Read SEC document |
| October 26, 2017 Filed Oct 30, 2017 20:33 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 982 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-058310 · doc4.xml · nonDerivative · entry 1 Beshar Sarah · CIK 0001706784 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,848 Read SEC document |
| July 28, 2017 Filed Jul 31, 2017 21:15 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 601 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-046719 · doc4.xml · nonDerivative · entry 1 Beshar Sarah · CIK 0001706784 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,866 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.