Form 4 for IVZ Invesco
Accepted 2025-03-04 00:00:00 ET · period of report 2025-02-28 · accession 0001407922-25-000002 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2025-03-04 | 2025-02-28 | IVZ | Lo Andrew Tak Shing | Senior Managing Dir | M - OptEx | $0.00 | +78.7K | 670.9K | +13% | $0 |
| DM | 2025-03-04 | 2025-02-28 | IVZ | Lo Andrew Tak Shing | Senior Managing Dir | M - OptEx | $0.00 | -61.9K | 16.5K | -79% | $0 |
| D | 2025-03-04 | 2025-02-28 | IVZ | Lo Andrew Tak Shing | Senior Managing Dir | A - Grant | $0.00 | +72.5K | 72.5K | New | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Shares | 2025-02-28 | M | A | 16,807 | $0.00 | 640,092 | D | — | — | |
| 2 | Common | Common Shares | 2025-02-28 | M | A | 16,478 | $0.00 | 656,570 | D | — | — | |
| 3 | Common | Common Shares | 2025-02-28 | M | A | 13,122 | $0.00 | 623,285 | D | — | — | |
| 4 | Common | Common Shares | 2025-02-28 | M | A | 17,923 | $0.00 | 688,826 | D | — | — | |
| 5 | Common | Common Shares | 2025-02-28 | M | A | 14,333 | $0.00 | 670,903 | D | — | — | |
| 6 | Derivative | Restricted Stock Units | 2025-02-28 | M | D | 13,122 | $0.00 | 0 | D | $0.00 · — to — | 13,122 Common Shares | (F1) Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd. (F2) The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment. |
| 7 | Derivative | Restricted Stock Units | 2025-02-28 | A | A | 72,455 | $0.00 | 72,455 | D | $0.00 · — to — | 72,455 Common Shares | (F1) Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd. (F2) The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment. |
| 8 | Derivative | Restricted Stock Units | 2025-02-28 | M | D | 17,923 | $0.00 | 53,770 | D | $0.00 · — to — | 17,923 Common Shares | (F1) Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd. (F2) The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment. |
| 9 | Derivative | Restricted Stock Units | 2025-02-28 | M | D | 14,333 | $0.00 | 28,666 | D | $0.00 · — to — | 14,333 Common Shares | (F1) Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd. (F2) The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment. |
| 10 | Derivative | Restricted Stock Units | 2025-02-28 | M | D | 16,478 | $0.00 | 16,479 | D | $0.00 · — to — | 16,478 Common Shares | (F1) Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd. (F2) The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment. |