Form 4 for IVZ Invesco
Accepted 2025-03-04 00:00:00 ET · period of report 2025-02-28 · accession 0001674244-25-000002 · 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 | DUKES LAURA ALLISON | CFO | A - Grant | $0.00 | +30.5K | 355.5K | +9% | $0 |
| D | 2025-03-04 | 2025-02-28 | IVZ | DUKES LAURA ALLISON | CFO | F - Tax | $17.39 | -27.6K | 327.9K | -8% | -$480.1K |
| D | 2025-03-04 | 2025-02-28 | IVZ | DUKES LAURA ALLISON | CFO | A - Grant | $0.00 | +105.5K | 105.5K | New | $0 |
| D | 2025-03-04 | 2025-02-28 | IVZ | DUKES LAURA ALLISON | CFO | M - OptEx | $0.00 | -17.7K | 53.0K | -25% | $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 | 12,805 | $0.00 | 337,885 | D | — | — | |
| 2 | Common | Common Shares | 2025-02-28 | F | D | 27,606 | $17.39 | 327,937 | D | — | — | |
| 3 | Common | Common Shares | 2025-02-28 | A | A | 17,658 | $0.00 | 355,543 | D | — | — | |
| 4 | Derivative | Restricted Stock Units | 2025-02-28 | A | A | 105,451 | $0.00 | 105,451 | D | $0.00 · — to — | 105,451 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. |
| 5 | Derivative | Restricted Stock Units | 2025-02-28 | M | D | 17,658 | $0.00 | 52,976 | D | $0.00 · — to — | 17,658 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. |