Form 4 for IVZ Invesco
Accepted 2025-03-04 00:00:00 ET · period of report 2025-02-28 · accession 0001965402-25-000002 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2025-03-04 | 2025-02-28 | IVZ | Wong Tony | Senior Managing Dir | A - Grant | $0.00 | +15.3K | 165.2K | +10% | $0 |
| D | 2025-03-04 | 2025-02-28 | IVZ | Wong Tony | Senior Managing Dir | F - Tax | $17.39 | -12.2K | 153.0K | -7% | -$212.3K |
| DM | 2025-03-04 | 2025-02-28 | IVZ | Wong Tony | Senior Managing Dir | A - Grant | $0.00 | +81.8K | 46.0K | 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 | 2025-02-28 | A | A | 15,343 | $0.00 | 165,192 | D | — | — | |
| 2 | Common | Common Shares | 2025-02-28 | F | D | 12,209 | $17.39 | 152,983 | D | — | — | |
| 3 | Derivative | Restricted Stock Units | 2025-02-28 | A | A | 66,451 | $0.00 | 66,451 | D | $0.00 · — to — | 66,451 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. |
| 4 | Derivative | Restricted Stock Units | 2025-02-28 | A | A | 15,343 | $0.00 | 46,030 | D | $0.00 · — to — | 15,343 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. |