Form 4 for IVZ Invesco
Accepted 2026-03-03 00:00:00 ET · period of report 2026-02-28 · accession 0001965402-26-000004 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2026-03-03 | 2026-02-28 | IVZ | Wong Tony | Senior Managing Dir | A - Grant | $0.00 | +32.0K | 128.2K | +33% | $0 |
| D | 2026-03-03 | 2026-02-28 | IVZ | Wong Tony | Senior Managing Dir | F - Tax | $26.26 | -17.9K | 127.0K | -12% | -$468.8K |
| D | 2026-03-03 | 2026-02-28 | IVZ | Wong Tony | Senior Managing Dir | A - Grant | $0.00 | +66.3K | 66.3K | New | $0 |
| DM | 2026-03-03 | 2026-02-28 | IVZ | Wong Tony | Senior Managing Dir | M - OptEx | $0.00 | -32.0K | 30.7K | -51% | $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 | 16,612 | $0.00 | 144,825 | D | — | — | |
| 2 | Common | Common Shares | 2026-02-28 | A | A | 15,343 | $0.00 | 128,213 | D | — | — | |
| 3 | Common | Common Shares | 2026-02-28 | F | D | 17,854 | $26.26 | 126,971 | D | — | — | |
| 4 | Derivative | Restricted Stock Units | 2026-02-28 | A | A | 66,317 | $0.00 | 66,317 | D | $0.00 · — to — | 66,317 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 | 16,612 | $0.00 | 49,839 | D | $0.00 · — to — | 16,612 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 | 15,343 | $0.00 | 30,687 | 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. |