Form 4 for IVZ Invesco
Accepted 2025-03-04 00:00:00 ET · period of report 2025-02-28 · accession 0001661103-25-000002 · 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 | Schlossberg Andrew | Pres, CEO, Dir | A - Grant | $0.00 | +59.4K | 879.0K | +7% | $0 |
| D | 2025-03-04 | 2025-02-28 | IVZ | Schlossberg Andrew | Pres, CEO, Dir | F - Tax | $17.39 | -46.1K | 832.9K | -5% | -$802.0K |
| D | 2025-03-04 | 2025-02-28 | IVZ | Schlossberg Andrew | Pres, CEO, Dir | M - OptEx | $0.00 | -42.7K | 128.2K | -25% | $0 |
| D | 2025-03-04 | 2025-02-28 | IVZ | Schlossberg Andrew | Pres, CEO, Dir | A - Grant | $0.00 | +219.7K | 219.7K | 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 | A | A | 16,607 | $0.00 | 836,252 | D | — | — | |
| 2 | Common | Common Shares | 2025-02-28 | F | D | 46,117 | $17.39 | 832,883 | D | — | — | |
| 3 | Common | Common Shares | 2025-02-28 | A | A | 42,748 | $0.00 | 879,000 | D | — | — | |
| 4 | Derivative | Restricted Stock Units | 2025-02-28 | M | D | 42,748 | $0.00 | 128,246 | D | $0.00 · — to — | 42,748 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 annual installments and expire upon the employee's termination of employment. |
| 5 | Derivative | Restricted Stock Units | 2025-02-28 | A | A | 219,660 | $0.00 | 219,660 | D | $0.00 · — to — | 219,660 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 annual installments and expire upon the employee's termination of employment. |