Form 4 for IVZ Invesco
Accepted 2024-03-01 00:00:00 ET · period of report 2024-02-28 · accession 0001661103-24-000002 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2024-03-01 | 2024-02-28 | IVZ | Schlossberg Andrew | Pres, CEO, Dir | F - Tax | $15.29 | -38.7K | 806.7K | -5% | -$592.0K |
| D | 2024-03-01 | 2024-02-28 | IVZ | Schlossberg Andrew | Pres, CEO, Dir | A - Grant | $0.00 | +43.4K | 845.5K | +5% | $0 |
| D | 2024-03-01 | 2024-02-28 | IVZ | Schlossberg Andrew | Pres, CEO, Dir | A - Grant | $0.00 | +171.0K | 171.0K | 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 | 2024-02-28 | F | D | 38,715 | $15.29 | 806,737 | D | — | — | |
| 2 | Common | Common Shares | 2024-02-28 | A | A | 43,396 | $0.00 | 845,452 | D | — | — | |
| 3 | Derivative | Restricted Stock Units | 2024-02-28 | A | A | 170,994 | $0.00 | 170,994 | D | $0.00 · — to — | 170,994 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. |