Form 4 for IVZ Invesco
Accepted 2026-03-03 00:00:00 ET · period of report 2026-02-28 · accession 0001674244-26-000002 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2026-03-03 | 2026-02-28 | IVZ | DUKES LAURA ALLISON | CFO | A - Grant | $0.00 | +107.2K | 356.3K | +43% | $0 |
| D | 2026-03-03 | 2026-02-28 | IVZ | DUKES LAURA ALLISON | CFO | F - Tax | $26.26 | -58.1K | 342.3K | -15% | -$1.52M |
| DM | 2026-03-03 | 2026-02-28 | IVZ | DUKES LAURA ALLISON | CFO | M - OptEx | $0.00 | -44.0K | 35.3K | -55% | $0 |
| D | 2026-03-03 | 2026-02-28 | IVZ | DUKES LAURA ALLISON | CFO | A - Grant | $0.00 | +73.3K | 73.3K | 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 | 2026-02-28 | A | A | 17,659 | $0.00 | 373,963 | D | — | — | |
| 2 | Common | Common Shares | 2026-02-28 | A | A | 26,362 | $0.00 | 400,325 | D | — | — | |
| 3 | Common | Common Shares | 2026-02-28 | A | A | 63,131 | $0.00 | 356,304 | D | — | — | |
| 4 | Common | Common Shares | 2026-02-28 | F | D | 58,064 | $26.26 | 342,261 | D | — | — | |
| 5 | Derivative | Restricted Stock Units | 2026-02-28 | M | D | 26,362 | $0.00 | 79,089 | D | $0.00 · — to — | 26,362 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. |
| 6 | Derivative | Restricted Stock Units | 2026-02-28 | M | D | 17,659 | $0.00 | 35,317 | D | $0.00 · — to — | 17,659 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. |
| 7 | Derivative | Restricted Stock Units | 2026-02-28 | A | A | 73,257 | $0.00 | 73,257 | D | $0.00 · — to — | 73,257 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. |