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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
February 28, 2025 Filed Mar 4, 2025 19:01 UTC
DUKES LAURA ALLISONChief Financial Officer
GrantCommon Shares 17,658 $0.00 $0.00
Disclosure

SEC source: 0001674244-25-000002 · wk-form4_1741114882.xml · nonDerivative · entry 2

DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 355,543

Read SEC document
February 28, 2025 Filed Mar 4, 2025 19:01 UTC
DUKES LAURA ALLISONChief Financial Officer
GrantCommon Shares 12,805 $0.00 $0.00
Disclosure

SEC source: 0001674244-25-000002 · wk-form4_1741114882.xml · nonDerivative · entry 1

DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 337,885

Read SEC document
February 28, 2025 Filed Mar 4, 2025 18:57 UTC
Lo Andrew Tak ShingSenior Managing Director
GrantRestricted Stock Units · Derivative 72,455 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001407922-25-000002 · wk-form4_1741114668.xml · derivative · entry 10

Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,455

Underlying: Common Shares · 72,455 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 18:57 UTC
Lo Andrew Tak ShingSenior Managing Director
Exercise / conversionRestricted Stock Units · Derivative 17,923 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001407922-25-000002 · wk-form4_1741114668.xml · derivative · entry 9

Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,770

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: 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 18:57 UTC
Lo Andrew Tak ShingSenior Managing Director
Exercise / conversionRestricted Stock Units · Derivative 14,333 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001407922-25-000002 · wk-form4_1741114668.xml · derivative · entry 8

Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,666

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: 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 18:57 UTC
Lo Andrew Tak ShingSenior Managing Director
Exercise / conversionRestricted Stock Units · Derivative 16,478 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001407922-25-000002 · wk-form4_1741114668.xml · derivative · entry 7

Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,479

Underlying: Common Shares · 16,478 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 18:57 UTC
Lo Andrew Tak ShingSenior Managing Director
Exercise / conversionRestricted Stock Units · Derivative 13,122 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001407922-25-000002 · wk-form4_1741114668.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 · 13,122 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 18:57 UTC
Lo Andrew Tak ShingSenior Managing Director
Exercise / conversionCommon Shares 17,923 $0.00 $0.00
Disclosure

SEC source: 0001407922-25-000002 · wk-form4_1741114668.xml · nonDerivative · entry 5

Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 688,826

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.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 18:57 UTC
Lo Andrew Tak ShingSenior Managing Director
Exercise / conversionCommon Shares 14,333 $0.00 $0.00
Disclosure

SEC source: 0001407922-25-000002 · wk-form4_1741114668.xml · nonDerivative · entry 4

Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 670,903

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.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 18:57 UTC
Lo Andrew Tak ShingSenior Managing Director
Exercise / conversionCommon Shares 16,478 $0.00 $0.00
Disclosure

SEC source: 0001407922-25-000002 · wk-form4_1741114668.xml · nonDerivative · entry 3

Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 656,570

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.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 18:57 UTC
Lo Andrew Tak ShingSenior Managing Director
Exercise / conversionCommon Shares 16,807 $0.00 $0.00
Disclosure

SEC source: 0001407922-25-000002 · wk-form4_1741114668.xml · nonDerivative · entry 2

Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 640,092

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.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 18:57 UTC
Lo Andrew Tak ShingSenior Managing Director
Exercise / conversionCommon Shares 13,122 $0.00 $0.00
Disclosure

SEC source: 0001407922-25-000002 · wk-form4_1741114668.xml · nonDerivative · entry 1

Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 623,285

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.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 18:54 UTC
Kupor Jeffrey HSenior Managing Director
GrantRestricted Stock Units · Derivative 24,562 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001736431-25-000002 · wk-form4_1741114444.xml · derivative · entry 4

Kupor Jeffrey H · CIK 0001736431 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,562

Underlying: Common Shares · 24,562 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 18:54 UTC
Kupor Jeffrey HSenior Managing Director
Exercise / conversionRestricted Stock Units · Derivative 5,003 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001736431-25-000002 · wk-form4_1741114444.xml · derivative · entry 3

Kupor Jeffrey H · CIK 0001736431 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,010

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, 2025 Filed Mar 4, 2025 18:54 UTC
Kupor Jeffrey HSenior Managing Director
Tax withholdingCommon Shares 5,334 $17.39 $92,758.26
Disclosure

SEC source: 0001736431-25-000002 · wk-form4_1741114444.xml · nonDerivative · entry 2

Kupor Jeffrey H · CIK 0001736431 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 147,807

Read SEC document
February 28, 2025 Filed Mar 4, 2025 18:54 UTC
Kupor Jeffrey HSenior Managing Director
GrantCommon Shares 5,003 $0.00 $0.00
Disclosure

SEC source: 0001736431-25-000002 · wk-form4_1741114444.xml · nonDerivative · entry 1

Kupor Jeffrey H · CIK 0001736431 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 153,141

Read SEC document
February 28, 2025 Filed Mar 4, 2025 18:50 UTC
Butcher StephanieSenior Managing Director
GrantRestricted Stock Units · Derivative 83,604 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001965994-25-000002 · wk-form4_1741114250.xml · derivative · entry 2

Butcher Stephanie · CIK 0001965994 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,604

Underlying: Common Shares · 83,604 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 18:50 UTC
Butcher StephanieSenior Managing Director
Tax withholdingCommon Shares 12,514 $17.39 $217,618.46
Disclosure

SEC source: 0001965994-25-000002 · wk-form4_1741114250.xml · nonDerivative · entry 1

Butcher Stephanie · CIK 0001965994 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 109,370

Read SEC document
February 28, 2025 Filed Mar 4, 2025 18:48 UTC
Wong TonySenior Managing Director
GrantRestricted Stock Units · Derivative 66,451 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001965402-25-000002 · wk-form4_1741114107.xml · derivative · entry 4

Wong Tony · CIK 0001965402 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,451

Underlying: Common Shares · 66,451 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 18:48 UTC
Wong TonySenior Managing Director
GrantRestricted Stock Units · Derivative 15,343 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001965402-25-000002 · wk-form4_1741114107.xml · derivative · entry 3

Wong Tony · CIK 0001965402 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,030

Underlying: Common Shares · 15,343 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, 2025 Filed Mar 4, 2025 18:48 UTC
Wong TonySenior Managing Director
Tax withholdingCommon Shares 12,209 $17.39 $212,314.51
Disclosure

SEC source: 0001965402-25-000002 · wk-form4_1741114107.xml · nonDerivative · entry 2

Wong Tony · CIK 0001965402 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 152,983

Read SEC document
February 28, 2025 Filed Mar 4, 2025 18:48 UTC
Wong TonySenior Managing Director
GrantCommon Shares 15,343 $0.00 $0.00
Disclosure

SEC source: 0001965402-25-000002 · wk-form4_1741114107.xml · nonDerivative · entry 1

Wong Tony · CIK 0001965402 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 165,192

Read SEC document
February 28, 2025 Filed Mar 4, 2025 18:45 UTC
Vacheron TerryChief Accounting Officer
GrantRestricted Stock Units · Derivative 9,056 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001918146-25-000002 · wk-form4_1741113937.xml · derivative · entry 4

Vacheron Terry · CIK 0001918146 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,056

Underlying: Common Shares · 9,056 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 18:45 UTC
Vacheron TerryChief Accounting Officer
GrantRestricted Stock Units · Derivative 2,534 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001918146-25-000002 · wk-form4_1741113937.xml · derivative · entry 3

Vacheron Terry · CIK 0001918146 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,603

Underlying: Common Shares · 2,534 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 18:45 UTC
Vacheron TerryChief Accounting Officer
Tax withholdingCommon Shares 1,817 $17.39 $31,597.63
Disclosure

SEC source: 0001918146-25-000002 · wk-form4_1741113937.xml · nonDerivative · entry 2

Vacheron Terry · CIK 0001918146 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,623

Read SEC document
February 28, 2025 Filed Mar 4, 2025 18:45 UTC
Vacheron TerryChief Accounting Officer
GrantCommon Shares 2,534 $0.00 $0.00
Disclosure

SEC source: 0001918146-25-000002 · wk-form4_1741113937.xml · nonDerivative · entry 1

Vacheron Terry · CIK 0001918146 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,440

Read SEC document
February 28, 2025 Filed Mar 4, 2025 18:42 UTC
Smith Alan LeonardSMD and CHRO
GrantRestricted Stock Units · Derivative 35,744 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001923426-25-000002 · wk-form4_1741113744.xml · derivative · entry 1

Smith Alan Leonard · CIK 0001923426 · SMD and CHRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,744

Underlying: Common Shares · 35,744 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 18:30 UTC
Sharp Douglas JSenior Managing Director
GrantRestricted Stock Units · Derivative 90,569 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001764168-25-000004 · wk-form4_1741113031.xml · derivative · entry 3

Sharp Douglas J · CIK 0001764168 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,569

Underlying: Common Shares · 90,569 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 18:30 UTC
Sharp Douglas JSenior Managing Director
Tax withholdingCommon Shares 4,330 $17.39 $75,298.70
Disclosure

SEC source: 0001764168-25-000004 · wk-form4_1741113031.xml · nonDerivative · entry 2

Sharp Douglas J · CIK 0001764168 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 130,210

Read SEC document
February 28, 2025 Filed Mar 4, 2025 18:30 UTC
Sharp Douglas JSenior Managing Director
GrantCommon Shares 9,212 $0.00 $0.00
Disclosure

SEC source: 0001764168-25-000004 · wk-form4_1741113031.xml · nonDerivative · entry 1

Sharp Douglas J · CIK 0001764168 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 134,540

Read SEC document
January 15, 2025 Filed Jan 17, 2025 14:29 UTC
Sharp Douglas JSenior Managing Director
Exercise / conversionRestricted Stock Units · Derivative 29,188 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001764168-25-000002 · wk-form4_1737124171.xml · derivative · entry 3

Sharp Douglas J · CIK 0001764168 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 87,566

Underlying: Common Shares · 29,188 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 installments on the anniversary of the grant date and expire upon the employee's termination of employment.

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

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

Read SEC document
January 15, 2025 Filed Jan 17, 2025 14:29 UTC
Sharp Douglas JSenior Managing Director
Tax withholdingCommon Shares 13,719 $17.05 $233,908.95
Disclosure

SEC source: 0001764168-25-000002 · wk-form4_1737124171.xml · nonDerivative · entry 2

Sharp Douglas J · CIK 0001764168 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 125,328

Read SEC document
January 15, 2025 Filed Jan 17, 2025 14:29 UTC
Sharp Douglas JSenior Managing Director
GrantCommon Shares 29,188 $0.00 $0.00
Disclosure

SEC source: 0001764168-25-000002 · wk-form4_1737124171.xml · nonDerivative · entry 1

Sharp Douglas J · CIK 0001764168 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 139,047

Read SEC document
October 25, 2024 Filed Oct 25, 2024 20:43 UTC
DUKES LAURA ALLISONChief Financial Officer
GiftCommon Shares 30,727 $0.00 $0.00
Disclosure

SEC source: 0001674244-24-000006 · wk-form4_1729888985.xml · nonDerivative · entry 1

DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 325,080

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

Read SEC document
October 16, 2024 Filed Oct 18, 2024 16:09 UTC
JOHNSTON SHANNON ASMD and CIOO
GrantRestricted Stock Units · Derivative 112,994 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0002007897-24-000005 · wk-form4_1729267733.xml · derivative · entry 1

JOHNSTON SHANNON A · CIK 0002007897 · SMD and CIOO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 112,994

Underlying: Common Shares · 112,994 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
August 31, 2024 Filed Sep 4, 2024 18:50 UTC
Schlossberg AndrewDirector · President and CEO
Exercise / conversionRestricted Stock Units · Derivative 23,698 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001661103-24-000004 · wk-form4_1725475844.xml · derivative · entry 3

Schlossberg Andrew · CIK 0001661103 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 23,698 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
August 31, 2024 Filed Sep 4, 2024 18:50 UTC
Schlossberg AndrewDirector · President and CEO
Tax withholdingCommon Shares 10,790 $17.09 $184,401.10
Disclosure

SEC source: 0001661103-24-000004 · wk-form4_1725475844.xml · nonDerivative · entry 2

Schlossberg Andrew · CIK 0001661103 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 819,645

Read SEC document
August 31, 2024 Filed Sep 4, 2024 18:50 UTC
Schlossberg AndrewDirector · President and CEO
GrantCommon Shares 23,698 $0.00 $0.00
Disclosure

SEC source: 0001661103-24-000004 · wk-form4_1725475844.xml · nonDerivative · entry 1

Schlossberg Andrew · CIK 0001661103 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 830,435

Read SEC document
August 31, 2024 Filed Sep 4, 2024 17:42 UTC
Sharp Douglas JSenior Managing Director
Exercise / conversionRestricted Stock Units · Derivative 11,891 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001764168-24-000004 · wk-form4_1725471771.xml · derivative · entry 12

Sharp Douglas J · CIK 0001764168 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,674

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 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
August 31, 2024 Filed Sep 4, 2024 17:42 UTC
Sharp Douglas JSenior Managing Director
Exercise / conversionRestricted Stock Units · Derivative 13,547 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001764168-24-000004 · wk-form4_1725471771.xml · derivative · entry 11

Sharp Douglas J · CIK 0001764168 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,095

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 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
August 31, 2024 Filed Sep 4, 2024 17:42 UTC
Sharp Douglas JSenior Managing Director
Exercise / conversionRestricted Stock Units · Derivative 8,731 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001764168-24-000004 · wk-form4_1725471771.xml · derivative · entry 10

Sharp Douglas J · CIK 0001764168 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,731

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 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
August 31, 2024 Filed Sep 4, 2024 17:42 UTC
Sharp Douglas JSenior Managing Director
Exercise / conversionRestricted Stock Units · Derivative 15,104 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001764168-24-000004 · wk-form4_1725471771.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 · 15,104 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
August 31, 2024 Filed Sep 4, 2024 17:42 UTC
Sharp Douglas JSenior Managing Director
Tax withholdingCommon Shares 5,589 $17.09 $95,516.01
Disclosure

SEC source: 0001764168-24-000004 · wk-form4_1725471771.xml · nonDerivative · entry 8

Sharp Douglas J · CIK 0001764168 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 109,859

Read SEC document
August 31, 2024 Filed Sep 4, 2024 17:42 UTC
Sharp Douglas JSenior Managing Director
GrantCommon Shares 11,891 $0.00 $0.00
Disclosure

SEC source: 0001764168-24-000004 · wk-form4_1725471771.xml · nonDerivative · entry 7

Sharp Douglas J · CIK 0001764168 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 115,448

Read SEC document
August 31, 2024 Filed Sep 4, 2024 17:42 UTC
Sharp Douglas JSenior Managing Director
Tax withholdingCommon Shares 6,368 $17.09 $108,829.12
Disclosure

SEC source: 0001764168-24-000004 · wk-form4_1725471771.xml · nonDerivative · entry 6

Sharp Douglas J · CIK 0001764168 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 103,557

Read SEC document
August 31, 2024 Filed Sep 4, 2024 17:42 UTC
Sharp Douglas JSenior Managing Director
GrantCommon Shares 13,547 $0.00 $0.00
Disclosure

SEC source: 0001764168-24-000004 · wk-form4_1725471771.xml · nonDerivative · entry 5

Sharp Douglas J · CIK 0001764168 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 109,925

Read SEC document
August 31, 2024 Filed Sep 4, 2024 17:42 UTC
Sharp Douglas JSenior Managing Director
Tax withholdingCommon Shares 4,104 $17.09 $70,137.36
Disclosure

SEC source: 0001764168-24-000004 · wk-form4_1725471771.xml · nonDerivative · entry 4

Sharp Douglas J · CIK 0001764168 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 96,378

Read SEC document
August 31, 2024 Filed Sep 4, 2024 17:42 UTC
Sharp Douglas JSenior Managing Director
GrantCommon Shares 8,731 $0.00 $0.00
Disclosure

SEC source: 0001764168-24-000004 · wk-form4_1725471771.xml · nonDerivative · entry 3

Sharp Douglas J · CIK 0001764168 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 100,482

Read SEC document
August 31, 2024 Filed Sep 4, 2024 17:42 UTC
Sharp Douglas JSenior Managing Director
Tax withholdingCommon Shares 7,099 $17.09 $121,321.91
Disclosure

SEC source: 0001764168-24-000004 · wk-form4_1725471771.xml · nonDerivative · entry 2

Sharp Douglas J · CIK 0001764168 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 91,751

Read SEC document
August 31, 2024 Filed Sep 4, 2024 17:42 UTC
Sharp Douglas JSenior Managing Director
GrantCommon Shares 15,104 $0.00 $0.00
Disclosure

SEC source: 0001764168-24-000004 · wk-form4_1725471771.xml · nonDerivative · entry 1

Sharp Douglas J · CIK 0001764168 · Senior Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 98,850

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.