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NYSE · USD

IVZ

Invesco Ltd.

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Tapewire entity
125
SEC CIK
0000914208
Parsed reports
497

Last 12 months

Inside the activity.

0 purchase rows · 5 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202605
Oct 202600

Latest available

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
February 28, 2026 Filed Mar 3, 2026 14:56 UTC
Smith Alan LeonardSMD and CHRO
GrantRestricted Stock Units · Derivative 32,202 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001923426-26-000002 · wk-form4_1772549796.xml · derivative · entry 4

Smith Alan Leonard · CIK 0001923426 · SMD and CHRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,202

Underlying: Common Shares · 32,202 shares

Expires not disclosed

F1 · security: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd.

F2 · derivative.exercise_date: The Restricted Stock Units vest in three equal installments and expire upon the employee's termination of employment.

F2 · derivative.expiration_date: The Restricted Stock Units vest in three equal installments and expire upon the employee's termination of employment.

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:56 UTC
Smith Alan LeonardSMD and CHRO
Exercise / conversionRestricted Stock Units · Derivative 8,936 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001923426-26-000002 · wk-form4_1772549796.xml · derivative · entry 3

Smith Alan Leonard · CIK 0001923426 · SMD and CHRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,808

Underlying: Common Shares · 8,936 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd.

F2 · derivative.exercise_date: The Restricted Stock Units vest in three equal installments and expire upon the employee's termination of employment.

F2 · derivative.expiration_date: The Restricted Stock Units vest in three equal installments and expire upon the employee's termination of employment.

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:56 UTC
Smith Alan LeonardSMD and CHRO
Tax withholdingCommon Shares 4,014 $26.26 $105,407.64
Disclosure

SEC source: 0001923426-26-000002 · wk-form4_1772549796.xml · nonDerivative · entry 2

Smith Alan Leonard · CIK 0001923426 · SMD and CHRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,697

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:56 UTC
Smith Alan LeonardSMD and CHRO
GrantCommon Shares 8,936 $0.00 $0.00
Disclosure

SEC source: 0001923426-26-000002 · wk-form4_1772549796.xml · nonDerivative · entry 1

Smith Alan Leonard · CIK 0001923426 · SMD and CHRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,711

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:51 UTC
Schlossberg AndrewDirector · President and CEO
GrantRestricted Stock Units · Derivative 189,127 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001661103-26-000002 · wk-form4_1772549489.xml · derivative · entry 7

Schlossberg Andrew · CIK 0001661103 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 189,127

Underlying: Common Shares · 189,127 shares

Expires not disclosed

F1 · security: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd.

F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal annual installments and expire upon the employee's termination of employment.

F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal annual installments and expire upon the employee's termination of employment.

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:51 UTC
Schlossberg AndrewDirector · President and CEO
Exercise / conversionRestricted Stock Units · Derivative 54,915 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001661103-26-000002 · wk-form4_1772549489.xml · derivative · entry 6

Schlossberg Andrew · CIK 0001661103 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 164,745

Underlying: Common Shares · 54,915 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd.

F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal annual installments and expire upon the employee's termination of employment.

F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal annual installments and expire upon the employee's termination of employment.

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:51 UTC
Schlossberg AndrewDirector · President and CEO
Exercise / conversionRestricted Stock Units · Derivative 42,749 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001661103-26-000002 · wk-form4_1772549489.xml · derivative · entry 5

Schlossberg Andrew · CIK 0001661103 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 85,497

Underlying: Common Shares · 42,749 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd.

F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal annual installments and expire upon the employee's termination of employment.

F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal annual installments and expire upon the employee's termination of employment.

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:51 UTC
Schlossberg AndrewDirector · President and CEO
Tax withholdingCommon Shares 94,002 $26.26 $2,468,492.52
Disclosure

SEC source: 0001661103-26-000002 · wk-form4_1772549489.xml · nonDerivative · entry 4

Schlossberg Andrew · CIK 0001661103 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 898,715

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:51 UTC
Schlossberg AndrewDirector · President and CEO
GrantCommon Shares 54,915 $0.00 $0.00
Disclosure

SEC source: 0001661103-26-000002 · wk-form4_1772549489.xml · nonDerivative · entry 3

Schlossberg Andrew · CIK 0001661103 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 992,717

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:51 UTC
Schlossberg AndrewDirector · President and CEO
GrantCommon Shares 42,749 $0.00 $0.00
Disclosure

SEC source: 0001661103-26-000002 · wk-form4_1772549489.xml · nonDerivative · entry 2

Schlossberg Andrew · CIK 0001661103 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 937,802

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:51 UTC
Schlossberg AndrewDirector · President and CEO
GrantCommon Shares 80,970 $0.00 $0.00
Disclosure

SEC source: 0001661103-26-000002 · wk-form4_1772549489.xml · nonDerivative · entry 1

Schlossberg Andrew · CIK 0001661103 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 895,053

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:54 UTC
Sharp Douglas JSenior Managing Director
GrantRestricted Stock Units · Derivative 80,969 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001764168-26-000004 · wk-form4_1772549655.xml · derivative · entry 3

Sharp Douglas J · CIK 0001764168 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,969

Underlying: Common Shares · 80,969 shares

Expires not disclosed

F1 · security: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd.

F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal annual installments and expire upon the employee's termination of employment.

F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal annual installments and expire upon the employee's termination of employment.

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:54 UTC
Sharp Douglas JSenior Managing Director
Tax withholdingCommon Shares 21,685 $26.26 $569,448.10
Disclosure

SEC source: 0001764168-26-000004 · wk-form4_1772549655.xml · nonDerivative · entry 2

Sharp Douglas J · CIK 0001764168 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,115

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:54 UTC
Sharp Douglas JSenior Managing Director
GrantCommon Shares 46,138 $0.00 $0.00
Disclosure

SEC source: 0001764168-26-000004 · wk-form4_1772549655.xml · nonDerivative · entry 1

Sharp Douglas J · CIK 0001764168 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,800

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:48 UTC
Lo Andrew Tak ShingSenior Managing Director
GrantRestricted Stock Units · Derivative 77,370 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001407922-26-000002 · wk-form4_1772549318.xml · derivative · entry 10

Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,370

Underlying: Common Shares · 77,370 shares

Expires not disclosed

F1 · security: The Restricted Stock Unit represents a contingent right to receive on Common Share oof Invesco Ltd.

F2 · derivative.exercise_date: The Restricted Stock Units vest in one installment on the third anniversary of the grant date and expire upon the employee's termination of employment.

F2 · derivative.expiration_date: The Restricted Stock Units vest in one installment on the third anniversary of the grant date and expire upon the employee's termination of employment.

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:48 UTC
Lo Andrew Tak ShingSenior Managing Director
Exercise / conversionRestricted Stock Units · Derivative 18,113 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001407922-26-000002 · wk-form4_1772549318.xml · derivative · entry 9

Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,342

Underlying: Common Shares · 18,113 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: The Restricted Stock Unit represents a contingent right to receive on Common Share oof Invesco Ltd.

F2 · derivative.exercise_date: The Restricted Stock Units vest in one installment on the third anniversary of the grant date and expire upon the employee's termination of employment.

F2 · derivative.expiration_date: The Restricted Stock Units vest in one installment on the third anniversary of the grant date and expire upon the employee's termination of employment.

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:48 UTC
Lo Andrew Tak ShingSenior Managing Director
Exercise / conversionRestricted Stock Units · Derivative 17,923 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001407922-26-000002 · wk-form4_1772549318.xml · derivative · entry 8

Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,847

Underlying: Common Shares · 17,923 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: The Restricted Stock Unit represents a contingent right to receive on Common Share oof Invesco Ltd.

F2 · derivative.exercise_date: The Restricted Stock Units vest in one installment on the third anniversary of the grant date and expire upon the employee's termination of employment.

F2 · derivative.expiration_date: The Restricted Stock Units vest in one installment on the third anniversary of the grant date and expire upon the employee's termination of employment.

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:48 UTC
Lo Andrew Tak ShingSenior Managing Director
Exercise / conversionRestricted Stock Units · Derivative 14,333 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001407922-26-000002 · wk-form4_1772549318.xml · derivative · entry 7

Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,333

Underlying: Common Shares · 14,333 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: The Restricted Stock Unit represents a contingent right to receive on Common Share oof Invesco Ltd.

F2 · derivative.exercise_date: The Restricted Stock Units vest in one installment on the third anniversary of the grant date and expire upon the employee's termination of employment.

F2 · derivative.expiration_date: The Restricted Stock Units vest in one installment on the third anniversary of the grant date and expire upon the employee's termination of employment.

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:48 UTC
Lo Andrew Tak ShingSenior Managing Director
Exercise / conversionRestricted Stock Units · Derivative 16,479 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001407922-26-000002 · wk-form4_1772549318.xml · derivative · entry 6

Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 16,479 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: The Restricted Stock Unit represents a contingent right to receive on Common Share oof Invesco Ltd.

F2 · derivative.exercise_date: The Restricted Stock Units vest in one installment on the third anniversary of the grant date and expire upon the employee's termination of employment.

F2 · derivative.expiration_date: The Restricted Stock Units vest in one installment on the third anniversary of the grant date and expire upon the employee's termination of employment.

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:48 UTC
Lo Andrew Tak ShingSenior Managing Director
GrantCommon Shares 18,113 $0.00 $0.00
Disclosure

SEC source: 0001407922-26-000002 · wk-form4_1772549318.xml · nonDerivative · entry 5

Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 839,093

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:48 UTC
Lo Andrew Tak ShingSenior Managing Director
GrantCommon Shares 17,923 $0.00 $0.00
Disclosure

SEC source: 0001407922-26-000002 · wk-form4_1772549318.xml · nonDerivative · entry 4

Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 820,980

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:48 UTC
Lo Andrew Tak ShingSenior Managing Director
GrantCommon Shares 14,333 $0.00 $0.00
Disclosure

SEC source: 0001407922-26-000002 · wk-form4_1772549318.xml · nonDerivative · entry 3

Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 803,057

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:48 UTC
Lo Andrew Tak ShingSenior Managing Director
GrantCommon Shares 83,419 $0.00 $0.00
Disclosure

SEC source: 0001407922-26-000002 · wk-form4_1772549318.xml · nonDerivative · entry 2

Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 788,724

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:48 UTC
Lo Andrew Tak ShingSenior Managing Director
GrantCommon Shares 16,479 $0.00 $0.00
Disclosure

SEC source: 0001407922-26-000002 · wk-form4_1772549318.xml · nonDerivative · entry 1

Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 705,305

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:44 UTC
Kupor Jeffrey HSenior Managing Director
GrantRestricted Stock Units · Derivative 35,343 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001736431-26-000002 · wk-form4_1772549092.xml · derivative · entry 6

Kupor Jeffrey H · CIK 0001736431 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,343

Underlying: Common Shares · 35,343 shares

Expires not disclosed

F1 · security: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd.

F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment.

F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment.

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:44 UTC
Kupor Jeffrey HSenior Managing Director
Exercise / conversionRestricted Stock Units · Derivative 6,140 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001736431-26-000002 · wk-form4_1772549092.xml · derivative · entry 5

Kupor Jeffrey H · CIK 0001736431 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,422

Underlying: Common Shares · 6,140 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd.

F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment.

F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment.

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:44 UTC
Kupor Jeffrey HSenior Managing Director
Exercise / conversionRestricted Stock Units · Derivative 5,003 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001736431-26-000002 · wk-form4_1772549092.xml · derivative · entry 4

Kupor Jeffrey H · CIK 0001736431 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,007

Underlying: Common Shares · 5,003 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd.

F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment.

F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment.

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:44 UTC
Kupor Jeffrey HSenior Managing Director
Tax withholdingCommon Shares 7,130 $26.26 $187,233.80
Disclosure

SEC source: 0001736431-26-000002 · wk-form4_1772549092.xml · nonDerivative · entry 3

Kupor Jeffrey H · CIK 0001736431 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 151,820

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:44 UTC
Kupor Jeffrey HSenior Managing Director
GrantCommon Shares 6,140 $0.00 $0.00
Disclosure

SEC source: 0001736431-26-000002 · wk-form4_1772549092.xml · nonDerivative · entry 2

Kupor Jeffrey H · CIK 0001736431 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 158,950

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:44 UTC
Kupor Jeffrey HSenior Managing Director
GrantCommon Shares 5,003 $0.00 $0.00
Disclosure

SEC source: 0001736431-26-000002 · wk-form4_1772549092.xml · nonDerivative · entry 1

Kupor Jeffrey H · CIK 0001736431 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 152,810

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:42 UTC
JOHNSTON SHANNON ASMD and CIOO
GrantRestricted Stock Units · Derivative 37,825 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0002007897-26-000002 · wk-form4_1772548927.xml · derivative · entry 4

JOHNSTON SHANNON A · CIK 0002007897 · SMD and CIOO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,825

Underlying: Common Shares · 37,825 shares

Expires not disclosed

F1 · security: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd.

F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal annual installments and expire upon the employee's termination of employment.

F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal annual installments and expire upon the employee's termination of employment.

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:42 UTC
JOHNSTON SHANNON ASMD and CIOO
Exercise / conversionRestricted Stock Units · Derivative 8,913 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0002007897-26-000002 · wk-form4_1772548927.xml · derivative · entry 3

JOHNSTON SHANNON A · CIK 0002007897 · SMD and CIOO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,739

Underlying: Common Shares · 8,913 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd.

F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal annual installments and expire upon the employee's termination of employment.

F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal annual installments and expire upon the employee's termination of employment.

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:42 UTC
JOHNSTON SHANNON ASMD and CIOO
Tax withholdingCommon Shares 3,970 $26.26 $104,252.20
Disclosure

SEC source: 0002007897-26-000002 · wk-form4_1772548927.xml · nonDerivative · entry 2

JOHNSTON SHANNON A · CIK 0002007897 · SMD and CIOO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,846

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:42 UTC
JOHNSTON SHANNON ASMD and CIOO
GrantCommon Shares 8,913 $0.00 $0.00
Disclosure

SEC source: 0002007897-26-000002 · wk-form4_1772548927.xml · nonDerivative · entry 1

JOHNSTON SHANNON A · CIK 0002007897 · SMD and CIOO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,816

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:38 UTC
DUKES LAURA ALLISONChief Financial Officer
GrantRestricted Stock Units · Derivative 73,257 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001674244-26-000002 · wk-form4_1772548710.xml · derivative · entry 7

DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,257

Underlying: Common Shares · 73,257 shares

Expires not disclosed

F1 · security: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd.

F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment.

F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment.

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:38 UTC
DUKES LAURA ALLISONChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 26,362 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001674244-26-000002 · wk-form4_1772548710.xml · derivative · entry 6

DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,089

Underlying: Common Shares · 26,362 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd.

F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment.

F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment.

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:38 UTC
DUKES LAURA ALLISONChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 17,659 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001674244-26-000002 · wk-form4_1772548710.xml · derivative · entry 5

DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,317

Underlying: Common Shares · 17,659 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd.

F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment.

F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment.

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:38 UTC
DUKES LAURA ALLISONChief Financial Officer
Tax withholdingCommon Shares 58,064 $26.26 $1,524,760.64
Disclosure

SEC source: 0001674244-26-000002 · wk-form4_1772548710.xml · nonDerivative · entry 4

DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 342,261

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:38 UTC
DUKES LAURA ALLISONChief Financial Officer
GrantCommon Shares 26,362 $0.00 $0.00
Disclosure

SEC source: 0001674244-26-000002 · wk-form4_1772548710.xml · nonDerivative · entry 3

DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 400,325

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:38 UTC
DUKES LAURA ALLISONChief Financial Officer
GrantCommon Shares 17,659 $0.00 $0.00
Disclosure

SEC source: 0001674244-26-000002 · wk-form4_1772548710.xml · nonDerivative · entry 2

DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 373,963

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:38 UTC
DUKES LAURA ALLISONChief Financial Officer
GrantCommon Shares 63,131 $0.00 $0.00
Disclosure

SEC source: 0001674244-26-000002 · wk-form4_1772548710.xml · nonDerivative · entry 1

DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 356,304

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:31 UTC
Wong TonySenior Managing Director
GrantRestricted Stock Units · Derivative 66,317 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001965402-26-000004 · wk-form4_1772548259.xml · derivative · entry 6

Wong Tony · CIK 0001965402 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,317

Underlying: Common Shares · 66,317 shares

Expires not disclosed

F1 · security: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd.

F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment.

F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment.

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:31 UTC
Wong TonySenior Managing Director
Exercise / conversionRestricted Stock Units · Derivative 16,612 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001965402-26-000004 · wk-form4_1772548259.xml · derivative · entry 5

Wong Tony · CIK 0001965402 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,839

Underlying: Common Shares · 16,612 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd.

F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment.

F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment.

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:31 UTC
Wong TonySenior Managing Director
Exercise / conversionRestricted Stock Units · Derivative 15,343 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001965402-26-000004 · wk-form4_1772548259.xml · derivative · entry 4

Wong Tony · CIK 0001965402 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,687

Underlying: Common Shares · 15,343 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd.

F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment.

F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment.

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:31 UTC
Wong TonySenior Managing Director
Tax withholdingCommon Shares 17,854 $26.26 $468,846.04
Disclosure

SEC source: 0001965402-26-000004 · wk-form4_1772548259.xml · nonDerivative · entry 3

Wong Tony · CIK 0001965402 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 126,971

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:31 UTC
Wong TonySenior Managing Director
GrantCommon Shares 16,612 $0.00 $0.00
Disclosure

SEC source: 0001965402-26-000004 · wk-form4_1772548259.xml · nonDerivative · entry 2

Wong Tony · CIK 0001965402 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 144,825

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:31 UTC
Wong TonySenior Managing Director
GrantCommon Shares 15,343 $0.00 $0.00
Disclosure

SEC source: 0001965402-26-000004 · wk-form4_1772548259.xml · nonDerivative · entry 1

Wong Tony · CIK 0001965402 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 128,213

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:34 UTC
Butcher StephanieSenior Managing Director
GrantRestricted Stock Units · Derivative 66,317 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001965994-26-000002 · wk-form4_1772548476.xml · derivative · entry 2

Butcher Stephanie · CIK 0001965994 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,317

Underlying: Common Shares · 66,317 shares

Expires not disclosed

F1 · security: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd.

F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal annual installments and expire upon the employee's termination of employment.

F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal annual installments and expire upon the employee's termination of employment.

Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:34 UTC
Butcher StephanieSenior Managing Director
Tax withholdingCommon Shares 9,237 $26.26 $242,563.62
Disclosure

SEC source: 0001965994-26-000002 · wk-form4_1772548476.xml · nonDerivative · entry 1

Butcher Stephanie · CIK 0001965994 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,618

Read SEC document
February 06, 2026 Filed Feb 10, 2026 19:01 UTC
Wong TonySenior Managing Director
Tax withholdingCommon Shares 40,113 $26.82 $1,075,830.66
Disclosure

SEC source: 0001965402-26-000002 · wk-form4_1770750089.xml · nonDerivative · entry 1

Wong Tony · CIK 0001965402 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 112,870

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.