Form 4 for IVZ Invesco
Accepted 2026-03-03 00:00:00 ET · period of report 2026-02-28 · accession 0001661103-26-000002 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2026-03-03 | 2026-02-28 | IVZ | Schlossberg Andrew | Pres, CEO, Dir | F - Tax | $26.26 | -94.0K | 898.7K | -9% | -$2.47M |
| DM | 2026-03-03 | 2026-02-28 | IVZ | Schlossberg Andrew | Pres, CEO, Dir | A - Grant | $0.00 | +178.6K | 937.8K | +24% | $0 |
| D | 2026-03-03 | 2026-02-28 | IVZ | Schlossberg Andrew | Pres, CEO, Dir | A - Grant | $0.00 | +189.1K | 189.1K | New | $0 |
| DM | 2026-03-03 | 2026-02-28 | IVZ | Schlossberg Andrew | Pres, CEO, Dir | M - OptEx | $0.00 | -97.7K | 85.5K | -53% | $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 | F | D | 94,002 | $26.26 | 898,715 | D | — | — | |
| 2 | Common | Common Shares | 2026-02-28 | A | A | 54,915 | $0.00 | 992,717 | D | — | — | |
| 3 | Common | Common Shares | 2026-02-28 | A | A | 80,970 | $0.00 | 895,053 | D | — | — | |
| 4 | Common | Common Shares | 2026-02-28 | A | A | 42,749 | $0.00 | 937,802 | D | — | — | |
| 5 | Derivative | Restricted Stock Units | 2026-02-28 | A | A | 189,127 | $0.00 | 189,127 | D | $0.00 · — to — | 189,127 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. |
| 6 | Derivative | Restricted Stock Units | 2026-02-28 | M | D | 54,915 | $0.00 | 164,745 | D | $0.00 · — to — | 54,915 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. |
| 7 | Derivative | Restricted Stock Units | 2026-02-28 | M | D | 42,749 | $0.00 | 85,497 | D | $0.00 · — to — | 42,749 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. |