Board of directors (11)
Directors with a Section 16 filing in the last 13 months. “Since” is the first filing as a director; SEC data sets start in 2016.
Executive officers (10)
Company facts
- Chair
- —
- In S&P 500 since
- Aug 2008
- Incorporated in
- D0
- Fiscal year ends
- December
- SEC industry
- Investment Advice
- SEC filings
- EDGAR
Connections to other S&P 500 companies
Current directors and officers who also hold a role at another S&P 500 company.
Major holders (5% or more)
Latest Schedule 13D/13G filing per holder. Holders that reported falling below 5% are not shown. Index funds usually report once a year.
No 5% holder filings parsed yet for this company.
Insider trades
Open-market purchases and sales reported on Form 4. Grants, option exercises and tax withholding are excluded.
| Date | Insider | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| Sep 11, 2026 | Phoebe A. Wood Director | Sale | 3,000 | $32.44 | $97K |
| Sep 9, 2026 | Stephanie Butcher Senior Managing Director | Sale | 45,095 | $32.28 | $1.5M |
| Sep 9, 2026 | Andrew Tak Shing Lo Senior Managing Director | Sale | 100,840 | $32.20 | $3.2M |
| Sep 8, 2026 | Andrew Tak Shing Lo Senior Managing Director | Sale | 42,530 | $32.85 | $1.4M |
| Sep 4, 2026 | Laura Allison Dukes Chief Financial Officer | Sale | 31,075 | $33.16 | $1.0M |
| Oct 31, 2025 | Douglas J. Sharp Senior Managing Director | Sale | 160,000 | $23.56 | $3.8M |
| Sep 10, 2025 | Stephanie Butcher Senior Managing Director | Sale | 103,192 | $22.12 | $2.3M |
| Mar 1, 2023 | Martin L. Flanagan President & CEO | Sale | 232,413 | $17.43 | $4.1M |
| Jan 30, 2023 | Trian Fund Management L.P. Director | Sale | 786,378 | $18.11 | $14.2M |
| Jan 27, 2023 | Trian Fund Management L.P. Director | Sale | 2,367,477 | $18.42 | $43.6M |
| Jan 25, 2023 | Trian Fund Management L.P. Director | Sale | 2,374,019 | $18.10 | $43.0M |
| Jan 24, 2023 | Trian Fund Management L.P. Director | Sale | 1,011,084 | $18.56 | $18.8M |
| Jan 23, 2023 | Trian Fund Management L.P. Director | Sale | 3,786,854 | $19.02 | $72.0M |
| Jun 14, 2022 | MassMutual Holding LLC | Buy | 827,590 | $16.21 | $13.4M |
| Jun 13, 2022 | MassMutual Holding LLC | Buy | 827,590 | $16.08 | $13.3M |
| May 10, 2022 | Terry Vacheron Chief Accounting Officer | Buy | 4,000 | $17.40 | $70K |
| Apr 4, 2022 | Trian Fund Management L.P. Director | Buy | 250,062 | $23.46 | $5.9M |
| Apr 1, 2022 | Trian Fund Management L.P. Director | Buy | 1,474,538 | $23.13 | $34.1M |
| Mar 31, 2022 | Trian Fund Management L.P. Director | Buy | 2,000,000 | $23.07 | $46.1M |
| Mar 30, 2022 | Trian Fund Management L.P. Director | Buy | 1,500,000 | $23.36 | $35.0M |
| Mar 29, 2022 | Trian Fund Management L.P. Director | Buy | 1,273,501 | $23.20 | $29.5M |
| Mar 28, 2022 | Trian Fund Management L.P. Director | Buy | 756,419 | $22.15 | $16.8M |
| Mar 25, 2022 | Trian Fund Management L.P. Director | Buy | 720,080 | $22.01 | $15.8M |
| Mar 24, 2022 | Trian Fund Management L.P. Director | Buy | 682,437 | $21.77 | $14.9M |
| Mar 23, 2022 | Trian Fund Management L.P. Director | Buy | 1,026,508 | $21.52 | $22.1M |
Board and executive changes
Every 8-K with Item 5.02 (departure, election or appointment of directors and officers). The text is the first paragraph of the item.
- Aug 31, 2026
On August 31, 2026, the Company announced that Andrew Lo has decided to retire from the Company effective March 31, 2027 and will step down as Senior Managing Director and Head of Asia Pacific on a date during the first quarter of 2027 to be determined. Martin Franc, who currently acts as CEO Australia, Greater China and Southeast Asia, will succeed Mr. Lo following a transition period and be appointed Senior Managing Director and Head of Asia Pacific on such date. The Company and Mr. Lo expect to enter into an agreement that, among other matters relating to his retirement, will provide that following Mr. Lo’s retirement he will serve as the Chairman Emeritus for Asia Pacific, perform certain services for the Company related to its joint ventures in China and India and provide the Company with strategic counsel. A copy of such agreement will be filed in accordance with
Read the 8-K filing - May 28, 2024
The Annual General Meeting of Shareholders (the “Annual General Meeting”) of Invesco Ltd. (the “Company”) was held on May 23, 2024. At the Annual General Meeting, the shareholders of the Company approved the amendment and restatement of the Company’s 2016 Global Equity Incentive Plan (the “2016 Plan”) to increase the number of shares available for issuance under the 2016 Plan. Employees, officers, directors and consultants are eligible to participate in the 2016 Plan, including our principal executive officer, principal financial officer and our other named executive officers. Following shareholder approval of the amendment and restatement of the 2016 Plan, the 2016 Plan will have 21.2 million shares of the Company’s common stock available for issuance as of July 1, 2024.
Read the 8-K filing - May 26, 2023
As previously announced, Mr. C. Robert Henrikson retired from the Board of Directors of Invesco Ltd. (the "Company") as of May 25, 2023 due to reaching the Company's mandatory retirement age for directors.
Read the 8-K filing - Feb 15, 2023
(d) On February 15, 2023, Invesco Ltd. (the “Company”) increased the size of its Board of Directors (the “Board”) from 11 to 13 directors and appointed Ms. Elizabeth S. Johnson as a Director effective as of February 15, 2023 and Mr. Thomas P. Gibbons as a Director effective as of April 24, 2023. The Board has appointed each of Ms. Johnson and Mr. Gibbons as a member of each of the Audit, Compensation and Nomination and Corporate Governance committees effective concurrently with the commencement of her or his respective Board service. Ms. Johnson is the Chief Experience Officer and Head of ESG of Citizens Financial Group, Inc. (“Citizens Financial”). Prior to her current roles at Citizens Financial, Ms. Johnson was the Chief Marketing Officer and Head of Virtual Channels of Citizens Financial. Prior to joining Citizens Financial, Ms. Johnson worked at Bain and Company, Inc. Ms.
Read the 8-K filing - Feb 8, 2023
On February 8, 2023, Invesco Ltd. (the “Company”) announced that Martin L. Flanagan has decided to retire as President and CEO of the Company effective June 30, 2023. Mr. Flanagan will continue to have a role with the Company, serving as Chairman Emeritus for the Company commencing June 30, 2023. In this new role, Mr. Flanagan will provide advice, guidance and support to the Company. Mr. Flanagan will remain a member of the Company’s Board of Directors until June 30, 2023. The Company also announced on February 8 that Andrew R. Schlossberg will succeed Mr. Flanagan as President and CEO of the Company and a member of the Board of Directors effective June 30, 2023. Mr. Schlossberg, 49, has been the Senior Managing Director and Head of Americas since 2019. Mr.
Read the 8-K filing - Feb 1, 2022
(b) On February 1, 2022, Invesco Ltd. (the “Company”) announced that Nelson Peltz, Chief Executive Officer and Founding Partner for Trian Fund Management, and Ed Garden, Chief Investment Officer and Founding Partner for Trian, have informed the Company that they will resign from the Board of Directors effective immediately. Mr. Peltz and Mr. Garden were appointed to the Invesco Ltd. Board in November 2020 and have indicated that their decision to resign was driven by their appointment to the Board of Directors of Janus Henderson Group plc. and have indicated that Trian Partners remains confident in Invesco's leadership, business momentum and long-term strategy.
Read the 8-K filing - Sep 30, 2021
(b) On September 30, 2021, Invesco Ltd. (the “Company”) announced that Annette Lege will end her employment with the Company effective April 1, 2022, to pursue other opportunities. (c) Terry Vacheron, age 58, will assume the role of Chief Accounting Officer of the Company, including responsibility for global tax, effective March 15, 2022. Ms. Vacheron joined the Company in 2020 and currently serves as Head of Global Tax. In this role, she oversees all tax-related matters, leads the payroll functions for North America and EMEA, and leads the SOX technology oversight program. Previously, Ms. Vacheron was with Truist Financial Corporation and it is predecessor, SunTrust Banks, Inc., where she served as the chief tax officer from October 2009 to September 2020. Ms. Vacheron held other leadership roles at SunTrust Banks, Inc. including serving as the corporate functions risk officer.
Read the 8-K filing - Sep 7, 2021
(d) On September 7, 2021, Invesco Ltd. (the “Company”) increased the size of its Board of Directors (the “Board”) from twelve to thirteen directors and appointed Mr. Christopher C. Womack as a Director effective as of October 13, 2021. The Board has appointed Mr. Womack as a member of each of the Audit, Compensation and Nomination and Corporate Governance committees effective concurrently with the commencement of his Board service. Mr. Womack is the chairman, president and CEO of Georgia Power Company, a subsidiary of the Southern Company, one of the nation’s leading energy providers. Prior to being named to his current role in 2021, he served as executive vice president and president of external affairs for the Southern Company where he led overall external positioning and branding efforts. Mr.
Read the 8-K filing - May 17, 2021
The Annual General Meeting of Shareholders (the “Annual General Meeting”) of the Company was held on May 13, 2021. At the Annual General Meeting, the shareholders of the Company approved the amendment and restatement of the Company’s 2016 Global Equity Incentive Plan (the “2016 Plan”) to increase the number of shares available for issuance under the 2016 Plan. Employees, officers, directors and consultants are eligible to participate in the 2016 Plan, including our principal executive officer, principal financial officer and our other named executive officers. Following shareholder approval of the amendment and restatement of the 2016 Plan, the 2016 Plan now has 16,000,000 shares of the Company’s common stock available for issuance.
Read the 8-K filing - Jan 4, 2021
Item 5.02 Departure of directors or Certain Officers; Election of Directors; Appointment of Certain officers; Compensatory Arrangements of Certain Officers.
Read the 8-K filing - Nov 5, 2020
(d) On November 4, 2020, Invesco Ltd. (the “Company”) increased the size of its Board of Directors (the “Board”) from nine to twelve directors and appointed each of Thomas M. Finke, Edward P. Garden, and Nelson Peltz as a Director. The appointments of Mr. Garden and Mr. Peltz are effective immediately, and the appointment of Mr. Finke will be effective as of December 1, 2020. The Company has agreed to include Mr. Garden and Mr. Peltz, and it intends to include Mr. Finke, on the slate of director nominees in the proxy statement for its Annual Meeting of Shareholders in May 2021. Mr. Peltz is the Chief Executive Officer and a Founding Partner, and Mr. Garden is the Chief Investment Officer and a Founding Partner, of Trian Fund Management, L.P. (“Trian”), an investment management firm. Trian beneficially owns approximately 9.9% of the Company’s outstanding common stock.
Read the 8-K filing - May 14, 2020
Mr. Joseph Canion was scheduled to retire at the conclusion of the annual general meeting of shareholders (“AGM”) of Invesco Ltd. (the “Company”) to be held May 14, 2020. Given the global uncertainty being caused by the COVID-19 pandemic, on May 13, 2020, the Board of Directors of the Company (the “Board”) made an exception to the Company’s mandatory retirement policy and reappointed Mr. Canion to the Board effective as of the conclusion of AGM. The Board believes that it will benefit from Mr. Canion’s deep experience and knowledge of the Company during these unprecedented times. Mr. Canion will also serve as a member of the Nomination and Corporate Governance Committee. Mr. Canion intends to resign from the Board on December 31, 2020. Mr.
Read the 8-K filing - Feb 24, 2020
(b) On February 24, 2020, Invesco Ltd. (the “Company”) announced that Loren M. Starr, Senior Managing Director and Chief Financial Officer, will transition from his Chief Financial Officer role to Vice Chair of the Company effective August 1, 2020. In his new role, Mr. Starr will act as a senior advisor to the Company’s executive management team and lead special projects. Mr. Starr will remain Vice Chair until his retirement from the Company on March 1, 2021. (c) Further, Allison Dukes, age 45, former Chief Financial Officer of SunTrust Banks, Inc. (now Truist Financial Corporation), will join the Company on March 10, 2020 as Deputy Chief Financial Officer reporting to Mr. Starr. Ms. Dukes will become a Senior Managing Director and the Chief Financial Officer of the Company on August 1, 2020. The promotion of Ms. Dukes to the role of CFO will align with Mr.
Read the 8-K filing - May 24, 2019
below, MassMutual has selected William Glavin at its designee. The Company will continue to include MassMutual’s designee in its slate of Board nominees, and will continue to recommend such nominee, and will otherwise use reasonable best efforts to solicit the vote of the Company’s shareholders to elect to the Board the slate of nominees which includes the designee of MassMutual. MassMutual’s board designation right will continue as long as it and its controlled affiliates beneficially own at least (i) 10% of the issued and outstanding common shares, $0.20 par value per share, of the Company (the “ Common Stock ”) or (ii) 5% of the issued and outstanding shares of Common Stock and $2 billion in aggregate liquidation preference of the 5.900% fixed rate non-cumulative perpetual series A preference shares, par value $0.20 per share (the “ Preferred Stock ”).
Read the 8-K filing - May 14, 2019
As previously announced, Mr. Ben Johnson III retired from the Board of Directors of Invesco Ltd. (the "Company") as of May 9, 2019, due to reaching the Company's mandatory retirement age for directors. The Annual General Meeting of Shareholders (the “Annual General Meeting”) of the Company was held on May 9, 2019. At the Annual General Meeting, the shareholders of the Company approved the amendment of the Company’s 2016 Global Equity Incentive Plan (the “2016 Plan”) to increase the number of shares available for issuance under the 2016 Plan. Employees, officers, directors and consultants are eligible to participate in the 2016 Plan, including our principal executive officer, principal financial officer and our other named executive officers. Following shareholder approval of the amendment, the 2016 Plan authorizes the issuance of 31,400,000 shares of the Company’s common stock.
Read the 8-K filing
Show 5 older changes
- Nov 26, 2018
(b) On November 20, 2018, Invesco Ltd. (the "Company") announced that Philip A. Taylor, Senior Managing Director and Head of the Americas, intends to depart the Company at the end of 2019 to transition to board service for other companies, venture capital endeavors and philanthropic activities. Mr. Taylor will assume the role of Vice Chair effective March 1, 2019 until his planned departure and will work with his successor, Andrew R. Schlossberg, to ensure a smooth leadership transition. Mr. Schlossberg currently serves as Senior Managing Director and Head of EMEA and will become Senior Managing Director and Head of the Americas effective March 1, 2019. (c) Further, Mr. Doug Sharp, age 43, will become Senior Managing Director and Head of EMEA reporting directly to the Chief Executive Officer effective March 1, 2019. Mr.
Read the 8-K filing - May 12, 2017
As previously announced, Mr. Edward P. Lawrence retired from the Board of Directors of Invesco Ltd. (the "Company") as of May 11, 2017 due to reaching the Company's mandatory retirement age for directors.
Read the 8-K filing - Feb 15, 2017
(e) As previously announced, Mr. G. Mark Armour will retire from Invesco Ltd. (the "Company") on March 15, 2017. On February 9, 2017, in connection with Mr. Armour's retirement, the Compensation Committee of the Board of Directors of the Company accelerated the vesting date of Mr. Armour's unvested awards under the 2011 Global Equity Incentive Plan to March 15, 2017.
Read the 8-K filing - Jan 30, 2017
(b) On January 25, 2017, Roderick G. H. Ellis notified Invesco Ltd. (the "Company") that he intends to accept a new position within the Company. This internal move, consistent with the firm's approach to talent management and development, will be effective as of March 1, 2017. As such, Mr. Ellis will no longer serve as group controller and chief accounting officer of the Company as of March 1, 2017. Mr. Ellis will work with his successor in the interim to ensure a smooth transition of the Company's accounting responsibilities. Mr. Ellis' move within the organization is not the result of any issue or concern with the Company's accounting, financial reporting or internal control over financial reporting. (c) Effective as of March 1, 2017, the Company will appoint Annette Lege as group controller and chief accounting officer, reporting to Loren M.
Read the 8-K filing - May 13, 2016
The Annual General Meeting of Shareholders (the “Annual General Meeting”) of Invesco Ltd. (the “Company”) was held on May 12, 2016. At the Annual General Meeting, the shareholders of the Company approved the 2016 Global Equity Incentive Plan (the “2016 Plan”). Employees, officers, directors and consultants selected by the Compensation Committee of the Company’s Board of Directors and management are eligible to participate in the 2016 Plan, including our principal executive officer, principal financial officer and our other named executive officers. A total of 21,700,000 shares of the Company’s common stock are reserved and available for issuance pursuant to awards granted under the 2016 Plan. A description of the material terms of the 2016 Plan was included in the Company’s Definitive Proxy Statement on Schedule 14A (File No.
Read the 8-K filing
Proxy statements (DEF 14A): 2026 · 2025 · 2024 · 2023 · 2022 · 2021
Share price
Annual financials
From the company's 10-K XBRL data (SEC companyfacts).
| Fiscal year | Revenue | Net income | Margin | Diluted EPS | Total assets |
|---|---|---|---|---|---|
| FY2025 | $6.4B | -$174.8M | -2.7% | $-1.60 | $27.1B |
| FY2024 | $6.1B | $538.0M | 8.9% | $1.18 | $27.0B |
| FY2023 | $5.7B | -$333.7M | -5.8% | $-0.73 | $28.9B |
| FY2022 | $6.0B | $683.9M | 11.3% | $1.49 | $29.8B |
| FY2021 | $6.9B | $1.4B | 20.2% | $2.99 | $32.7B |
| FY2020 | $6.1B | $524.8M | 8.5% | $1.13 | $36.5B |
| FY2019 | $6.1B | $564.7M | 9.2% | $1.28 | $39.4B |
| FY2018 | $5.3B | $882.8M | 16.6% | $2.14 | $31.0B |
Former directors and officers (18)
People who stopped filing as an insider of this company. “Last filing” is the last Form 3/4/5, an upper bound on when they left.