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NYSE · USD

IVZ

Invesco Ltd.

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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

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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
January 15, 2026 Filed Jan 20, 2026 14:55 UTC
Sharp Douglas JSenior Managing Director
Exercise / conversionRestricted Stock Units · Derivative 29,189 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001764168-26-000002 · wk-form4_1768920905.xml · derivative · entry 3

Sharp Douglas J · CIK 0001764168 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,377

Underlying: Common Shares · 29,189 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 · shares: The Restricted Stock Units vest in four equal annual installments and expire upon the employee's termination of employment.

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
January 15, 2026 Filed Jan 20, 2026 14:55 UTC
Sharp Douglas JSenior Managing Director
Tax withholdingCommon Shares 13,719 $29.39 $403,201.41
Disclosure

SEC source: 0001764168-26-000002 · wk-form4_1768920905.xml · nonDerivative · entry 2

Sharp Douglas J · CIK 0001764168 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,662

Read SEC document
January 15, 2026 Filed Jan 20, 2026 14:55 UTC
Sharp Douglas JSenior Managing Director
GrantCommon Shares 29,189 $0.00 $0.00
Disclosure

SEC source: 0001764168-26-000002 · wk-form4_1768920905.xml · nonDerivative · entry 1

Sharp Douglas J · CIK 0001764168 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,381

Read SEC document
December 11, 2025 Filed Dec 12, 2025 18:25 UTC
Schlossberg AndrewDirector · President and CEO
GiftCommon Shares 18,800 $0.00 $0.00
Disclosure

SEC source: 0001661103-25-000005 · wk-form4_1765563911.xml · nonDerivative · entry 1

Schlossberg Andrew · CIK 0001661103 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 814,083

F1 · kind: This transaction is a bonafide gift.

Read SEC document
October 31, 2025 Filed Nov 3, 2025 21:10 UTC
Sharp Douglas JSenior Managing Director
SaleCommon Shares 160,000 $23.56 $3,768,832.00
Disclosure

SEC source: 0001764168-25-000009 · wk-form4_1762204211.xml · nonDerivative · entry 1

Sharp Douglas J · CIK 0001764168 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 192

F1 · date: The reporting person effected multiple same-way open market sale transactions on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one dollar price. range. The reporting person hereby undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares sold at each separate price.

F2 · price: Reflects the weighted average sale price. The range of prices for such transactions is $23.54 - $23.62.

Read SEC document
October 16, 2025 Filed Oct 17, 2025 19:32 UTC
JOHNSTON SHANNON ASMD and CIOO
Exercise / conversionRestricted Stock Units · Derivative 28,248 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0002007897-25-000004 · wk-form4_1760729569.xml · derivative · entry 3

JOHNSTON SHANNON A · CIK 0002007897 · SMD and CIOO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 84,746

Underlying: Common Shares · 28,248 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
October 16, 2025 Filed Oct 17, 2025 19:32 UTC
JOHNSTON SHANNON ASMD and CIOO
Tax withholdingCommon Shares 8,345 $22.80 $190,266.00
Disclosure

SEC source: 0002007897-25-000004 · wk-form4_1760729569.xml · nonDerivative · entry 2

JOHNSTON SHANNON A · CIK 0002007897 · SMD and CIOO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,903

Read SEC document
October 16, 2025 Filed Oct 17, 2025 19:32 UTC
JOHNSTON SHANNON ASMD and CIOO
GrantCommon Shares 28,248 $0.00 $0.00
Disclosure

SEC source: 0002007897-25-000004 · wk-form4_1760729569.xml · nonDerivative · entry 1

JOHNSTON SHANNON A · CIK 0002007897 · SMD and CIOO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,248

Read SEC document
September 10, 2025 Filed Sep 12, 2025 15:19 UTC
Butcher StephanieSenior Managing Director
SaleCommon Shares 103,192 $22.12 $2,282,710.23
Disclosure

SEC source: 0001965994-25-000011 · wk-form4_1757690362.xml · nonDerivative · entry 1

Butcher Stephanie · CIK 0001965994 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,855

F1 · price: Reflects the weighted-average sales price. Common Shares were sold in multiple transactions at prices ranging from $22.055 to $22.155 per share. The reporting person undertakes to provide upon request to the SEC staff, the issuer or its shareowners full information regarding the number of shares sold at each separate price.

Read SEC document
August 31, 2025 Filed Sep 2, 2025 21:14 UTC
Sharp Douglas JSenior Managing Director
Exercise / conversionRestricted Stock Units · Derivative 22,404 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001764168-25-000007 · wk-form4_1756847643.xml · derivative · entry 12

Sharp Douglas J · CIK 0001764168 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,213

Underlying: Common Shares · 22,404 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
August 31, 2025 Filed Sep 2, 2025 21:14 UTC
Sharp Douglas JSenior Managing Director
Exercise / conversionRestricted Stock Units · Derivative 11,891 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001764168-25-000007 · wk-form4_1756847643.xml · derivative · entry 11

Sharp Douglas J · CIK 0001764168 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,783

Underlying: Common Shares · 11,891 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
August 31, 2025 Filed Sep 2, 2025 21:14 UTC
Sharp Douglas JSenior Managing Director
Exercise / conversionRestricted Stock Units · Derivative 13,547 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001764168-25-000007 · wk-form4_1756847643.xml · derivative · entry 10

Sharp Douglas J · CIK 0001764168 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,548

Underlying: Common Shares · 13,547 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
August 31, 2025 Filed Sep 2, 2025 21:14 UTC
Sharp Douglas JSenior Managing Director
Exercise / conversionRestricted Stock Units · Derivative 8,731 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001764168-25-000007 · wk-form4_1756847643.xml · derivative · entry 9

Sharp Douglas J · CIK 0001764168 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 8,731 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
August 31, 2025 Filed Sep 2, 2025 21:14 UTC
Sharp Douglas JSenior Managing Director
Tax withholdingCommon Shares 10,530 $21.89 $230,501.70
Disclosure

SEC source: 0001764168-25-000007 · wk-form4_1756847643.xml · nonDerivative · entry 8

Sharp Douglas J · CIK 0001764168 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 160,192

Read SEC document
August 31, 2025 Filed Sep 2, 2025 21:14 UTC
Sharp Douglas JSenior Managing Director
GrantCommon Shares 22,404 $0.00 $0.00
Disclosure

SEC source: 0001764168-25-000007 · wk-form4_1756847643.xml · nonDerivative · entry 7

Sharp Douglas J · CIK 0001764168 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 170,722

Read SEC document
August 31, 2025 Filed Sep 2, 2025 21:14 UTC
Sharp Douglas JSenior Managing Director
Tax withholdingCommon Shares 5,589 $21.89 $122,343.21
Disclosure

SEC source: 0001764168-25-000007 · wk-form4_1756847643.xml · nonDerivative · entry 6

Sharp Douglas J · CIK 0001764168 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 148,318

Read SEC document
August 31, 2025 Filed Sep 2, 2025 21:14 UTC
Sharp Douglas JSenior Managing Director
GrantCommon Shares 11,891 $0.00 $0.00
Disclosure

SEC source: 0001764168-25-000007 · wk-form4_1756847643.xml · nonDerivative · entry 5

Sharp Douglas J · CIK 0001764168 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 153,907

Read SEC document
August 31, 2025 Filed Sep 2, 2025 21:14 UTC
Sharp Douglas JSenior Managing Director
Tax withholdingCommon Shares 6,368 $21.89 $139,395.52
Disclosure

SEC source: 0001764168-25-000007 · wk-form4_1756847643.xml · nonDerivative · entry 4

Sharp Douglas J · CIK 0001764168 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 142,016

Read SEC document
August 31, 2025 Filed Sep 2, 2025 21:14 UTC
Sharp Douglas JSenior Managing Director
GrantCommon Shares 13,547 $0.00 $0.00
Disclosure

SEC source: 0001764168-25-000007 · wk-form4_1756847643.xml · nonDerivative · entry 3

Sharp Douglas J · CIK 0001764168 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 148,384

Read SEC document
August 31, 2025 Filed Sep 2, 2025 21:14 UTC
Sharp Douglas JSenior Managing Director
Tax withholdingCommon Shares 4,104 $21.89 $89,836.56
Disclosure

SEC source: 0001764168-25-000007 · wk-form4_1756847643.xml · nonDerivative · entry 2

Sharp Douglas J · CIK 0001764168 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 134,837

Read SEC document
August 31, 2025 Filed Sep 2, 2025 21:14 UTC
Sharp Douglas JSenior Managing Director
GrantCommon Shares 8,731 $0.00 $0.00
Disclosure

SEC source: 0001764168-25-000007 · wk-form4_1756847643.xml · nonDerivative · entry 1

Sharp Douglas J · CIK 0001764168 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 138,941

Read SEC document
August 31, 2025 Filed Sep 2, 2025 21:08 UTC
Butcher StephanieSenior Managing Director
Exercise / conversionRestricted Stock Units · Derivative 19,179 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001965994-25-000006 · wk-form4_1756847331.xml · derivative · entry 6

Butcher Stephanie · CIK 0001965994 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,537

Underlying: Common Shares · 19,179 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
August 31, 2025 Filed Sep 2, 2025 21:08 UTC
Butcher StephanieSenior Managing Director
Exercise / conversionRestricted Stock Units · Derivative 25,497 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001965994-25-000006 · wk-form4_1756847331.xml · derivative · entry 5

Butcher Stephanie · CIK 0001965994 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,994

Underlying: Common Shares · 25,497 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
August 31, 2025 Filed Sep 2, 2025 21:08 UTC
Butcher StephanieSenior Managing Director
Tax withholdingCommon Shares 9,015 $21.89 $197,338.35
Disclosure

SEC source: 0001965994-25-000006 · wk-form4_1756847331.xml · nonDerivative · entry 4

Butcher Stephanie · CIK 0001965994 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 133,047

Read SEC document
August 31, 2025 Filed Sep 2, 2025 21:08 UTC
Butcher StephanieSenior Managing Director
GrantCommon Shares 19,179 $0.00 $0.00
Disclosure

SEC source: 0001965994-25-000006 · wk-form4_1756847331.xml · nonDerivative · entry 3

Butcher Stephanie · CIK 0001965994 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 142,062

Read SEC document
August 31, 2025 Filed Sep 2, 2025 21:08 UTC
Butcher StephanieSenior Managing Director
Tax withholdingCommon Shares 11,984 $21.89 $262,329.76
Disclosure

SEC source: 0001965994-25-000006 · wk-form4_1756847331.xml · nonDerivative · entry 2

Butcher Stephanie · CIK 0001965994 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 122,883

Read SEC document
August 31, 2025 Filed Sep 2, 2025 21:08 UTC
Butcher StephanieSenior Managing Director
GrantCommon Shares 25,497 $0.00 $0.00
Disclosure

SEC source: 0001965994-25-000006 · wk-form4_1756847331.xml · nonDerivative · entry 1

Butcher Stephanie · CIK 0001965994 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 134,867

Read SEC document
August 27, 2025 Filed Aug 28, 2025 16:57 UTC
DUKES LAURA ALLISONChief Financial Officer
GiftCommon Shares 34,764 $0.00 $0.00
Disclosure

SEC source: 0001674244-25-000005 · wk-form4_1756400228.xml · nonDerivative · entry 1

DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 293,173

F1 · kind: This transaction is a bona fide gift.

Read SEC document
May 15, 2025 Filed May 19, 2025 19:41 UTC GrantCommon Shares 12,728 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-026486 · wk-form4_1747683666.xml · nonDerivative · entry 1

WAGONER G RICHARD JR · CIK 0001181664 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 99,758

Read SEC document
May 15, 2025 Filed May 19, 2025 19:36 UTC GrantCommon Shares 12,728 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-026484 · wk-form4_1747683411.xml · nonDerivative · entry 1

WOMACK CHRISTOPHER C · CIK 0001195423 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,805

Read SEC document
May 15, 2025 Filed May 19, 2025 19:32 UTC GrantCommon Shares 12,728 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-026480 · wk-form4_1747683145.xml · nonDerivative · entry 1

Tolliver Paula · CIK 0001756360 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,160.878

F1 · balance_after: Includes 205.878 shares acquired through a dividend reinvestment program.

Read SEC document
May 15, 2025 Filed May 19, 2025 19:34 UTC GrantCommon Shares 12,728 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-026482 · wk-form4_1747683283.xml · nonDerivative · entry 1

Johnson Elizabeth S. · CIK 0001800698 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,658

Read SEC document
May 15, 2025 Filed May 19, 2025 19:27 UTC GrantCommon Shares 12,728 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-026478 · wk-form4_1747682871.xml · nonDerivative · entry 1

GIBBONS THOMAS P · CIK 0001209479 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,090

Read SEC document
May 15, 2025 Filed May 19, 2025 18:52 UTC GrantCommon Shares 12,728 $0.00 $0.00
Disclosure

SEC source: 0001642391-25-000002 · wk-form4_1747680756.xml · nonDerivative · entry 1

Sheinwald Nigel · CIK 0001642391 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,856

Read SEC document
May 15, 2025 Filed May 19, 2025 18:37 UTC GrantCommon Shares 12,728 $0.00 $0.00
Disclosure

SEC source: 0001298173-25-000002 · wk-form4_1747679845.xml · nonDerivative · entry 1

Glavin William Francis Jr · CIK 0001298173 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,972

Read SEC document
May 15, 2025 Filed May 19, 2025 18:17 UTC GrantCommon Shares 12,728 $0.00 $0.00
Disclosure

SEC source: 0001363651-25-000002 · wk-form4_1747678670.xml · nonDerivative · entry 1

Finke Thomas M · CIK 0001363651 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,126

Read SEC document
May 15, 2025 Filed May 19, 2025 18:14 UTC
Beshar SarahDirector
GrantCommon Shares 12,728 $0.00 $0.00
Disclosure

SEC source: 0001706784-25-000002 · wk-form4_1747678485.xml · nonDerivative · entry 1

Beshar Sarah · CIK 0001706784 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 107,035.398

Read SEC document
May 15, 2025 Filed May 19, 2025 18:11 UTC GrantCommon Shares 12,728 $0.00 $0.00
Disclosure

SEC source: 0001197233-25-000002 · wk-form4_1747678277.xml · nonDerivative · entry 1

WOOD PHOEBE A · CIK 0001197233 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 101,999.157

Read SEC document
March 15, 2025 Filed Mar 18, 2025 14:04 UTC
Smith Alan LeonardSMD and CHRO
Exercise / conversionRestricted Stock Units · Derivative 8,641 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001923426-25-000004 · wk-form4_1742306684.xml · derivative · entry 3

Smith Alan Leonard · CIK 0001923426 · SMD and CHRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,282

Underlying: Common Shares · 8,641 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
March 15, 2025 Filed Mar 18, 2025 14:04 UTC
Smith Alan LeonardSMD and CHRO
Tax withholdingCommon Shares 3,866 $15.28 $59,072.48
Disclosure

SEC source: 0001923426-25-000004 · wk-form4_1742306684.xml · nonDerivative · entry 2

Smith Alan Leonard · CIK 0001923426 · SMD and CHRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,775

Read SEC document
March 15, 2025 Filed Mar 18, 2025 14:04 UTC
Smith Alan LeonardSMD and CHRO
GrantCommon Shares 8,641 $0.00 $0.00
Disclosure

SEC source: 0001923426-25-000004 · wk-form4_1742306684.xml · nonDerivative · entry 1

Smith Alan Leonard · CIK 0001923426 · SMD and CHRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,641

Read SEC document
February 28, 2025 Filed Mar 4, 2025 19:47 UTC
JOHNSTON SHANNON ASMD and CIOO
GrantRestricted Stock Units · Derivative 35,652 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001628280-25-009740 · wk-form4_1741117642.xml · derivative · entry 1

JOHNSTON SHANNON A · CIK 0002007897 · SMD and CIOO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,652

Underlying: Common Shares · 35,652 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, 2025 Filed Mar 4, 2025 19:04 UTC
Schlossberg AndrewDirector · President and CEO
GrantRestricted Stock Units · Derivative 219,660 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001661103-25-000002 · wk-form4_1741115090.xml · derivative · entry 5

Schlossberg Andrew · CIK 0001661103 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 219,660

Underlying: Common Shares · 219,660 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, 2025 Filed Mar 4, 2025 19:04 UTC
Schlossberg AndrewDirector · President and CEO
Exercise / conversionRestricted Stock Units · Derivative 42,748 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001661103-25-000002 · wk-form4_1741115090.xml · derivative · entry 4

Schlossberg Andrew · CIK 0001661103 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 128,246

Underlying: Common Shares · 42,748 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.

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February 28, 2025 Filed Mar 4, 2025 19:04 UTC
Schlossberg AndrewDirector · President and CEO
Tax withholdingCommon Shares 46,117 $17.39 $801,974.63
Disclosure

SEC source: 0001661103-25-000002 · wk-form4_1741115090.xml · nonDerivative · entry 3

Schlossberg Andrew · CIK 0001661103 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 832,883

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February 28, 2025 Filed Mar 4, 2025 19:04 UTC
Schlossberg AndrewDirector · President and CEO
GrantCommon Shares 42,748 $0.00 $0.00
Disclosure

SEC source: 0001661103-25-000002 · wk-form4_1741115090.xml · nonDerivative · entry 2

Schlossberg Andrew · CIK 0001661103 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 879,000

Read SEC document
February 28, 2025 Filed Mar 4, 2025 19:04 UTC
Schlossberg AndrewDirector · President and CEO
GrantCommon Shares 16,607 $0.00 $0.00
Disclosure

SEC source: 0001661103-25-000002 · wk-form4_1741115090.xml · nonDerivative · entry 1

Schlossberg Andrew · CIK 0001661103 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 836,252

Read SEC document
February 28, 2025 Filed Mar 4, 2025 19:01 UTC
DUKES LAURA ALLISONChief Financial Officer
GrantRestricted Stock Units · Derivative 105,451 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001674244-25-000002 · wk-form4_1741114882.xml · derivative · entry 5

DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,451

Underlying: Common Shares · 105,451 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, 2025 Filed Mar 4, 2025 19:01 UTC
DUKES LAURA ALLISONChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 17,658 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001674244-25-000002 · wk-form4_1741114882.xml · derivative · entry 4

DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,976

Underlying: Common Shares · 17,658 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, 2025 Filed Mar 4, 2025 19:01 UTC
DUKES LAURA ALLISONChief Financial Officer
Tax withholdingCommon Shares 27,606 $17.39 $480,068.34
Disclosure

SEC source: 0001674244-25-000002 · wk-form4_1741114882.xml · nonDerivative · entry 3

DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 327,937

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.