Karen Dunn Kelley

Insider

First SEC filing: Sept. 8, 2014 · Latest: Feb. 13, 2017

On this page

Insider at Companies where this person is a reporting insider.
Insider transactions Every share this person bought or sold, from Form 4 filings.
Initial holdings The stakes this person held when they first started reporting.

Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 42 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

42 other filings hidden

Date	Ticker	Code	Shares	Price	Value	Owned after	Δ own	A/D	vs now
Dec. 14, 2016	IVZ	G	3,185	—	—	718,804 Direct	-0.44%	Disposed	(price as of 2026-08-21)
Dec. 5, 2016	IVZ	S	157,615	$31.56	$4,974,329	721,989 Direct	-17.92%	Disposed	2.0% (price as of 2026-08-21)
Feb. 28, 2016	IVZ	F	29,525	$27.10	$800,128	879,604 Direct	-3.25%	Disposed	18.8% (price as of 2026-08-21)
Feb. 28, 2016	IVZ	A	4,345	—	—	909,129 Direct	+0.48%	Acquired	(price as of 2026-08-21)
Feb. 28, 2016	IVZ	A	2,842	—	—	904,784 Direct	+0.32%	Acquired	(price as of 2026-08-21)
Feb. 28, 2016	IVZ	A	3,499	—	—	901,942 Direct	+0.39%	Acquired	(price as of 2026-08-21)
Feb. 28, 2016	IVZ	A	3,756	—	—	898,443 Direct	+0.42%	Acquired	(price as of 2026-08-21)
Feb. 28, 2016	IVZ	A	55,719	—	—	894,687 Direct	+6.64%	Acquired	(price as of 2026-08-21)
Feb. 28, 2015	IVZ	F	34,156	$40.27	$1,375,462	841,322 Direct	-3.90%	Disposed	-20.1% (price as of 2026-08-21)
Feb. 28, 2015	IVZ	A	2,842	—	—	875,478 Direct	+0.33%	Acquired	(price as of 2026-08-21)
Feb. 28, 2015	IVZ	A	3,499	—	—	872,636 Direct	+0.40%	Acquired	(price as of 2026-08-21)
Feb. 28, 2015	IVZ	A	3,756	—	—	869,137 Direct	+0.43%	Acquired	(price as of 2026-08-21)
Feb. 28, 2015	IVZ	A	39,235	—	—	865,381 Direct	+4.75%	Acquired	(price as of 2026-08-21)
June 9, 2014	IVZ	S	27,000	$38.23	$1,032,210	827,911 Direct	-3.16%	Disposed	-15.8% (price as of 2026-08-21)
Feb. 28, 2014	IVZ	M	47,230	—	—	854,911 Direct	+5.85%	Acquired	(price as of 2026-08-21)
Feb. 28, 2014	IVZ	F	1,611	$34.30	$55,257	807,681 Direct	-0.20%	Disposed	-6.2% (price as of 2026-08-21)
Feb. 28, 2014	IVZ	M	3,499	—	—	809,292 Direct	+0.43%	Acquired	(price as of 2026-08-21)
Feb. 28, 2014	IVZ	F	6,129	$34.30	$210,225	805,793 Direct	-0.75%	Disposed	-6.2% (price as of 2026-08-21)
Feb. 28, 2014	IVZ	F	1,729	$34.30	$59,305	811,922 Direct	-0.21%	Disposed	-6.2% (price as of 2026-08-21)
Feb. 28, 2014	IVZ	M	3,756	—	—	813,651 Direct	+0.46%	Acquired	(price as of 2026-08-21)
Feb. 28, 2014	IVZ	F	6,799	$34.30	$233,206	809,895 Direct	-0.83%	Disposed	-6.2% (price as of 2026-08-21)
Feb. 28, 2014	IVZ	F	11,145	$34.30	$382,274	816,694 Direct	-1.35%	Disposed	-6.2% (price as of 2026-08-21)
Feb. 28, 2014	IVZ	M	47,230	—	—	854,911 Direct	+5.85%	Acquired	(price as of 2026-08-21)
Feb. 28, 2014	IVZ	F	1,611	$34.30	$55,257	807,681 Direct	-0.20%	Disposed	-6.2% (price as of 2026-08-21)
Feb. 28, 2014	IVZ	M	3,499	—	—	809,292 Direct	+0.43%	Acquired	(price as of 2026-08-21)
Feb. 28, 2014	IVZ	F	6,129	$34.30	$210,225	805,793 Direct	-0.75%	Disposed	-6.2% (price as of 2026-08-21)
Feb. 28, 2014	IVZ	F	1,729	$34.30	$59,305	811,922 Direct	-0.21%	Disposed	-6.2% (price as of 2026-08-21)
Feb. 28, 2014	IVZ	M	3,756	—	—	813,651 Direct	+0.46%	Acquired	(price as of 2026-08-21)
Feb. 28, 2014	IVZ	F	6,799	$34.30	$233,206	809,895 Direct	-0.83%	Disposed	-6.2% (price as of 2026-08-21)
Feb. 28, 2014	IVZ	F	11,145	$34.30	$382,274	816,694 Direct	-1.35%	Disposed	-6.2% (price as of 2026-08-21)
Feb. 26, 2014	IVZ	F	8,806	$33.11	$291,567	827,839 Direct	-1.05%	Disposed	-2.8% (price as of 2026-08-21)
Dec. 26, 2013	IVZ	G	280	—	—	836,645 Direct	-0.03%	Disposed	(price as of 2026-08-21)
Dec. 23, 2013	IVZ	G	1,690	—	—	836,925 Direct	-0.20%	Disposed	(price as of 2026-08-21)
Feb. 28, 2013	IVZ	A	53,266	—	—	838,615 Direct	+6.78%	Acquired	(price as of 2026-08-21)
Feb. 28, 2013	IVZ	F	1,729	$26.79	$46,320	785,349 Direct	-0.22%	Disposed	20.2% (price as of 2026-08-21)
Feb. 28, 2013	IVZ	A	3,756	—	—	787,078 Direct	+0.48%	Acquired	(price as of 2026-08-21)
Feb. 28, 2013	IVZ	F	6,799	$26.79	$182,145	783,322 Direct	-0.86%	Disposed	20.2% (price as of 2026-08-21)
Feb. 28, 2013	IVZ	F	11,146	$26.79	$298,601	790,121 Direct	-1.39%	Disposed	20.2% (price as of 2026-08-21)
Feb. 27, 2013	IVZ	F	9,563	$26.44	$252,846	801,267 Direct	-1.18%	Disposed	21.7% (price as of 2026-08-21)
Feb. 26, 2013	IVZ	F	8,805	$25.64	$225,760	810,830 Direct	-1.07%	Disposed	25.5% (price as of 2026-08-21)
Dec. 14, 2012	IVZ	S	75,000	$25.40	$1,905,000	819,635 Direct	-8.38%	Disposed	26.7% (price as of 2026-08-21)
Feb. 28, 2012	IVZ	F	9,833	$24.96	$245,432	894,635 Direct	-1.09%	Disposed	29.0% (price as of 2026-08-21)
Feb. 28, 2012	IVZ	A	59,094	—	—	904,468 Direct	+6.99%	Acquired	(price as of 2026-08-21)
Feb. 27, 2012	IVZ	F	8,436	$24.77	$208,960	845,374 Direct	-0.99%	Disposed	30.0% (price as of 2026-08-21)
Feb. 26, 2012	IVZ	F	7,768	$24.88	$193,268	853,810 Direct	-0.90%	Disposed	29.4% (price as of 2026-08-21)
Aug. 9, 2011	IVR	P	20,000	$17.90	$358,000	25,000 Direct	+400.00%	Acquired	-95.8% (price as of 2026-08-21)
July 1, 2009	IVR	P	5,000	$20.00	$100,000	5,000 Direct	—	Acquired	-96.2% (price as of 2026-08-21)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Initial ownership (Form 3) 16 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date	Ticker	Security	Shares	Ownership
Sept. 8, 2014	VLT	Common Shares	0	Direct
Sept. 8, 2014	VVR	Common Shares	0	Direct
Sept. 8, 2014	VKQ	Common Shares	0	Direct
Sept. 8, 2014	VTN	Common Shares	0	Direct
Sept. 8, 2014	IQI	Common Shares	0	Direct
Sept. 8, 2014	OIA	Common Shares	0	Direct
Sept. 8, 2014	IIM	Common Shares	0	Direct
Sept. 8, 2014	VBF	Common Shares	0	Direct
Sept. 8, 2014	VPV	Common Shares	0	Direct
Sept. 8, 2014	VCV	Common Shares	0	Direct
Sept. 8, 2014	VMO	Common Shares	0	Direct
Sept. 8, 2014	VGM	Common Shares	0	Direct
June 3, 2011	IVZ	Common Shares, $0.20 par value per share	861,578	Direct
June 3, 2011	IVZ	Employee Stock Option (right to buy)→ Common Shares (17,500)	17,500	Direct
June 3, 2011	IVZ	Employee Stock Option (right to buy)→ Common Shares (15,500)	15,500	Direct
June 25, 2009	IVR	Common Stock, par value $0.01 per share	0	Direct