Form 4 for IVZ Invesco
Accepted 2026-07-07 10:35:24 ET · period of report 2026-07-02 · accession 0001407922-26-000005 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2026-07-07 10:35 | 2026-07-02 | IVZ | Lo Andrew Tak Shing | Senior Managing Dir | M - OptEx | $0.00 | +116.8K | 955.8K | +14% | $0 |
| D | 2026-07-07 10:35 | 2026-07-02 | IVZ | Lo Andrew Tak Shing | Senior Managing Dir | M - OptEx | $0.00 | -116.8K | 0 | -100% | $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 | 2026-07-02 | M | A | 116,754 | $0.00 | 955,847 | D | — | — | |
| 2 | Derivative | Restricted Stock Units | 2026-07-02 | M | D | 116,754 | $0.00 | 0 | D | $0.00 · — to — | 116,754 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 one installment on the 3rd anniversary of the grant date and expire upon the employee's termination of employment. (F2) The Restricted Stock Units vest in one installment on the 3rd anniversary of the grant date and expire upon the employee's termination of employment. |