Form 4 for IVZ Invesco
Accepted 2026-03-03 00:00:00 ET · period of report 2026-02-28 · accession 0001407922-26-000002 · 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 | 2026-03-03 | 2026-02-28 | IVZ | Lo Andrew Tak Shing | Senior Managing Dir | A - Grant | $0.00 | +150.3K | 788.7K | +24% | $0 |
| DM | 2026-03-03 | 2026-02-28 | IVZ | Lo Andrew Tak Shing | Senior Managing Dir | M - OptEx | $0.00 | -66.8K | 14.3K | -82% | $0 |
| D | 2026-03-03 | 2026-02-28 | IVZ | Lo Andrew Tak Shing | Senior Managing Dir | A - Grant | $0.00 | +77.4K | 77.4K | 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 | 2026-02-28 | A | A | 16,479 | $0.00 | 705,305 | D | — | — | |
| 2 | Common | Common Shares | 2026-02-28 | A | A | 18,113 | $0.00 | 839,093 | D | — | — | |
| 3 | Common | Common Shares | 2026-02-28 | A | A | 17,923 | $0.00 | 820,980 | D | — | — | |
| 4 | Common | Common Shares | 2026-02-28 | A | A | 14,333 | $0.00 | 803,057 | D | — | — | |
| 5 | Common | Common Shares | 2026-02-28 | A | A | 83,419 | $0.00 | 788,724 | D | — | — | |
| 6 | Derivative | Restricted Stock Units | 2026-02-28 | M | D | 17,923 | $0.00 | 35,847 | D | $0.00 · — to — | 17,923 Common Shares | (F1) The Restricted Stock Unit represents a contingent right to receive on Common Share oof Invesco Ltd. (F2) The Restricted Stock Units vest in one installment on the third anniversary of the grant date and expire upon the employee's termination of employment. |
| 7 | Derivative | Restricted Stock Units | 2026-02-28 | M | D | 18,113 | $0.00 | 54,342 | D | $0.00 · — to — | 18,113 Common Shares | (F1) The Restricted Stock Unit represents a contingent right to receive on Common Share oof Invesco Ltd. (F2) The Restricted Stock Units vest in one installment on the third anniversary of the grant date and expire upon the employee's termination of employment. |
| 8 | Derivative | Restricted Stock Units | 2026-02-28 | M | D | 16,479 | $0.00 | 0 | D | $0.00 · — to — | 16,479 Common Shares | (F1) The Restricted Stock Unit represents a contingent right to receive on Common Share oof Invesco Ltd. (F2) The Restricted Stock Units vest in one installment on the third anniversary of the grant date and expire upon the employee's termination of employment. |
| 9 | Derivative | Restricted Stock Units | 2026-02-28 | M | D | 14,333 | $0.00 | 14,333 | D | $0.00 · — to — | 14,333 Common Shares | (F1) The Restricted Stock Unit represents a contingent right to receive on Common Share oof Invesco Ltd. (F2) The Restricted Stock Units vest in one installment on the third anniversary of the grant date and expire upon the employee's termination of employment. |
| 10 | Derivative | Restricted Stock Units | 2026-02-28 | A | A | 77,370 | $0.00 | 77,370 | D | $0.00 · — to — | 77,370 Common Shares | (F1) The Restricted Stock Unit represents a contingent right to receive on Common Share oof Invesco Ltd. (F2) The Restricted Stock Units vest in one installment on the third anniversary of the grant date and expire upon the employee's termination of employment. |