Form 4 for IVZ Invesco
Accepted 2025-03-18 00:00:00 ET · period of report 2025-03-15 · accession 0001923426-25-000004 · 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 | 2025-03-18 | 2025-03-15 | IVZ | Smith Alan Leonard | CHRO, SMD | F - Tax | $15.28 | -3,866 | 4,775 | -45% | -$59.1K |
| D | 2025-03-18 | 2025-03-15 | IVZ | Smith Alan Leonard | CHRO, SMD | A - Grant | $0.00 | +8,641 | 8,641 | New | $0 |
| D | 2025-03-18 | 2025-03-15 | IVZ | Smith Alan Leonard | CHRO, SMD | M - OptEx | $0.00 | -8,641 | 17.3K | -33% | $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 | 2025-03-15 | F | D | 3,866 | $15.28 | 4,775 | D | — | — | |
| 2 | Common | Common Shares | 2025-03-15 | A | A | 8,641 | $0.00 | 8,641 | D | — | — | |
| 3 | Derivative | Restricted Stock Units | 2025-03-15 | M | D | 8,641 | $0.00 | 17,282 | D | $0.00 · — to — | 8,641 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. |