Form 4 for IVZ Invesco
Accepted 2026-03-03 00:00:00 ET · period of report 2026-02-28 · accession 0001918146-26-000002 · 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 | Vacheron Terry | CAO | A - Grant | $0.00 | +4,798 | 22.4K | +27% | $0 |
| D | 2026-03-03 | 2026-02-28 | IVZ | Vacheron Terry | CAO | F - Tax | $26.26 | -2,852 | 19.6K | -13% | -$74.9K |
| D | 2026-03-03 | 2026-02-28 | IVZ | Vacheron Terry | CAO | A - Grant | $0.00 | +8,187 | 8,187 | New | $0 |
| DM | 2026-03-03 | 2026-02-28 | IVZ | Vacheron Terry | CAO | M - OptEx | $0.00 | -4,798 | 6,792 | -41% | $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 | 2,534 | $0.00 | 20,157 | D | — | — | |
| 2 | Common | Common Shares | 2026-02-28 | F | D | 2,852 | $26.26 | 19,569 | D | — | — | |
| 3 | Common | Common Shares | 2026-02-28 | A | A | 2,264 | $0.00 | 22,421 | D | — | — | |
| 4 | Derivative | Restricted Stock Units | 2026-02-28 | A | A | 8,187 | $0.00 | 8,187 | D | $0.00 · — to — | 8,187 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 | 2026-02-28 | M | D | 2,534 | $0.00 | 5,069 | D | $0.00 · — to — | 2,534 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 | 2,264 | $0.00 | 6,792 | D | $0.00 · — to — | 2,264 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. |