Form 4 for IVZ Invesco
Accepted 2026-03-03 00:00:00 ET · period of report 2026-02-28 · accession 0001923426-26-000002 · 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 | Smith Alan Leonard | CHRO, SMD | A - Grant | $0.00 | +8,936 | 13.7K | +187% | $0 |
| D | 2026-03-03 | 2026-02-28 | IVZ | Smith Alan Leonard | CHRO, SMD | F - Tax | $26.26 | -4,014 | 9,697 | -29% | -$105.4K |
| D | 2026-03-03 | 2026-02-28 | IVZ | Smith Alan Leonard | CHRO, SMD | A - Grant | $0.00 | +32.2K | 32.2K | New | $0 |
| D | 2026-03-03 | 2026-02-28 | IVZ | Smith Alan Leonard | CHRO, SMD | M - OptEx | $0.00 | -8,936 | 26.8K | -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 | 2026-02-28 | A | A | 8,936 | $0.00 | 13,711 | D | — | — | |
| 2 | Common | Common Shares | 2026-02-28 | F | D | 4,014 | $26.26 | 9,697 | D | — | — | |
| 3 | Derivative | Restricted Stock Units | 2026-02-28 | A | A | 32,202 | $0.00 | 32,202 | D | $0.00 · — to — | 32,202 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 three equal installments and expire upon the employee's termination of employment. |
| 4 | Derivative | Restricted Stock Units | 2026-02-28 | M | D | 8,936 | $0.00 | 26,808 | D | $0.00 · — to — | 8,936 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 three equal installments and expire upon the employee's termination of employment. |