Every SEC Form 3/4/5 on record for this filer (CIK 1285005) — 20 issuers, 19 transactions. Section-16 filings only: what they filed, not a biography, and titles are as filed on their latest form at each issuer.
| Ticker | Company | Role as filed | On file | Forms | Open-market net |
|---|---|---|---|---|---|
| NSP | INSPERITY, INC. | Director | 2016-05-05 → 2026-05-20 | 10 | −$303,145 |
| FFIN | FIRST FINANCIAL BANKSHARES INC | Director | 2022-01-27 → 2026-04-30 | 8 | $19,495 |
| VTA | Invesco Dynamic Credit Opportunity Fund | Filer · lapsed | 2016-02-08 → 2021-07-30 | 2 | — |
| VSLAX | Invesco Senior Loan Fund | Filer · lapsed | 2019-06-18 → 2019-06-18 | 1 | — |
| IHTA | Invesco High Income 2024 Target Term Fund | Filer · lapsed | 2017-12-07 → 2017-12-07 | 1 | — |
| IHIT | INVESCO HIGH INCOME 2023 TARGET TERM FUND | Filer · lapsed | 2016-11-22 → 2016-11-22 | 1 | — |
| IBKC | IBERIABANK CORP | Director · lapsed | 2016-06-27 → 2016-06-27 | 1 | — |
| VLT | Invesco High Income Trust II | Filer · lapsed | 2016-02-08 → 2016-02-08 | 1 | — |
| VKI | Invesco Advantage Municipal Income Trust II | Filer · lapsed | 2016-02-08 → 2016-02-08 | 1 | — |
| VVR | Invesco Senior Income Trust | Filer · lapsed | 2016-02-08 → 2016-02-08 | 1 | — |
| VKQ | Invesco Municipal Trust | Filer · lapsed | 2016-02-08 → 2016-02-08 | 1 | — |
| VGM | Invesco Trust for Investment Grade Municipals | Filer · lapsed | 2016-02-08 → 2016-02-08 | 1 | — |
| VMO | Invesco Municipal Opportunity Trust | Filer · lapsed | 2016-02-08 → 2016-02-08 | 1 | — |
| VCV | Invesco California Value Municipal Income Trust | Filer · lapsed | 2016-02-08 → 2016-02-08 | 1 | — |
| VPV | Invesco Pennsylvania Value Municipal Income Trust | Filer · lapsed | 2016-02-08 → 2016-02-08 | 1 | — |
| VTN | Invesco Trust for Investment Grade New York Municipals | Filer · lapsed | 2016-02-08 → 2016-02-08 | 1 | — |
| VBF | Invesco Bond Fund | Filer · lapsed | 2016-02-08 → 2016-02-08 | 1 | — |
| IIM | Invesco Value Municipal Income Trust | Filer · lapsed | 2016-02-08 → 2016-02-08 | 1 | — |
| OIA | Invesco Municipal Income Opportunities Trust | Filer · lapsed | 2016-02-08 → 2016-02-08 | 1 | — |
| IQI | Invesco Quality Municipal Income Trust | Filer · lapsed | 2016-02-08 → 2016-02-08 | 1 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| NSP | 2025-08-04 | Buy | 1,109 | $45.25 | $50,182 | 11,752 |
| NSP | 2025-08-04 | Buy | 1,095 | $45.58 | $49,910 | 12,847 |
2 of 20 issuers are covered and open a security page; the rest are on file here only.
