Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Invesco Ltd.IVZ · Entity 125 | Senior Managing Director | September 08, 2026 | September 10, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Invesco Ltd.
Report date September 08, 2026 · Filed September 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 812,477 |
Ending reported balance
After 2026-09-09 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-08 · Sale · Disposed 42,530 · Balance 913,317 F1: 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: Reflects the weighted average sale price. The range of prices for such transactions is $32.80 - $32.94. Row 2 · 2026-09-09 · Sale · Disposed 100,840 · Balance 812,477 F1: 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. F3: Reflects the weighted average sale price. The range of prices for such transactions is $32.095 - $32.435. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: Reflects the weighted average sale price. The range of prices for such transactions is $32.80 - $32.94.
F3: Reflects the weighted average sale price. The range of prices for such transactions is $32.095 - $32.435.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 09, 2026 Filed Sep 10, 2026 18:02 UTC | Invesco Ltd. IVZ · Entity 125 | SaleCommon Shares | 100,840 | $32.20 | $3,247,048.00 |
DisclosureSEC source: 0001407922-26-000007 · wk-form4_1789063372.xml · nonDerivative · entry 2 Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 812,477 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. F3 · price: Reflects the weighted average sale price. The range of prices for such transactions is $32.095 - $32.435. Read SEC document |
| September 08, 2026 Filed Sep 10, 2026 18:02 UTC | Invesco Ltd. IVZ · Entity 125 | SaleCommon Shares | 42,530 | $32.85 | $1,396,897.85 |
DisclosureSEC source: 0001407922-26-000007 · wk-form4_1789063372.xml · nonDerivative · entry 1 Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 913,317 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 $32.80 - $32.94. Read SEC document |
| July 02, 2026 Filed Jul 7, 2026 14:35 UTC | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionRestricted Stock Units · Derivative | 116,754 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001407922-26-000005 · wk-form4_1783434921.xml · derivative · entry 2 Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 116,754 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 one installment on the 3rd 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 3rd anniversary of the grant date and expire upon the employee's termination of employment. Read SEC document |
| July 02, 2026 Filed Jul 7, 2026 14:35 UTC | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionCommon Shares | 116,754 | $0.00 | $0.00 |
DisclosureSEC source: 0001407922-26-000005 · wk-form4_1783434921.xml · nonDerivative · entry 1 Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 955,847 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, 2026 Filed Mar 3, 2026 14:48 UTC | Invesco Ltd. IVZ · Entity 125 | GrantRestricted Stock Units · Derivative | 77,370 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC 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 | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionRestricted Stock Units · Derivative | 18,113 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC 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 | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionRestricted Stock Units · Derivative | 17,923 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC 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 | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionRestricted Stock Units · Derivative | 14,333 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC 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 | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionRestricted Stock Units · Derivative | 16,479 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC 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 | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 18,113 | $0.00 | $0.00 |
DisclosureSEC 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 | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 17,923 | $0.00 | $0.00 |
DisclosureSEC 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 | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 14,333 | $0.00 | $0.00 |
DisclosureSEC 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 | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 83,419 | $0.00 | $0.00 |
DisclosureSEC 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 | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 16,479 | $0.00 | $0.00 |
DisclosureSEC 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, 2025 Filed Mar 4, 2025 18:57 UTC | Invesco Ltd. IVZ · Entity 125 | GrantRestricted Stock Units · Derivative | 72,455 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC 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 | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionRestricted Stock Units · Derivative | 17,923 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC 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 | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionRestricted Stock Units · Derivative | 14,333 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC 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 | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionRestricted Stock Units · Derivative | 16,478 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC 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 | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionRestricted Stock Units · Derivative | 13,122 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC 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 | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionCommon Shares | 17,923 | $0.00 | $0.00 |
DisclosureSEC 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 | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionCommon Shares | 14,333 | $0.00 | $0.00 |
DisclosureSEC 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 | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionCommon Shares | 16,478 | $0.00 | $0.00 |
DisclosureSEC 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 | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionCommon Shares | 16,807 | $0.00 | $0.00 |
DisclosureSEC 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 | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionCommon Shares | 13,122 | $0.00 | $0.00 |
DisclosureSEC 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, 2024 Filed Mar 1, 2024 13:27 UTC | Invesco Ltd. IVZ · Entity 125 | GrantRestricted Stock Units · Derivative | 71,693 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001407922-24-000004 · wk-form4_1709299620.xml · derivative · entry 10 Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,693 Underlying: Common Shares · 71,693 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 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, 2024 Filed Mar 1, 2024 13:27 UTC | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionRestricted Stock Units · Derivative | 14,333 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001407922-24-000004 · wk-form4_1709299620.xml · derivative · entry 9 Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,999 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 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, 2024 Filed Mar 1, 2024 13:27 UTC | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionRestricted Stock Units · Derivative | 16,478 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001407922-24-000004 · wk-form4_1709299620.xml · derivative · entry 8 Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,957 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: 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 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, 2024 Filed Mar 1, 2024 13:27 UTC | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionRestricted Stock Units · Derivative | 13,122 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001407922-24-000004 · wk-form4_1709299620.xml · derivative · entry 7 Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,122 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: 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 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, 2024 Filed Mar 1, 2024 13:27 UTC | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionRestricted Stock Units · Derivative | 25,538 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001407922-24-000004 · wk-form4_1709299620.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 · 25,538 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 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, 2024 Filed Mar 1, 2024 13:27 UTC | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionCommon Shares | 14,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001407922-24-000004 · wk-form4_1709299620.xml · nonDerivative · entry 5 Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 610,163 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, 2024 Filed Mar 1, 2024 13:27 UTC | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionCommon Shares | 16,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001407922-24-000004 · wk-form4_1709299620.xml · nonDerivative · entry 4 Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 595,830 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, 2024 Filed Mar 1, 2024 13:27 UTC | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionCommon Shares | 13,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001407922-24-000004 · wk-form4_1709299620.xml · nonDerivative · entry 3 Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 579,352 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, 2024 Filed Mar 1, 2024 13:27 UTC | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionCommon Shares | 51,962 | $0.00 | $0.00 |
DisclosureSEC source: 0001407922-24-000004 · wk-form4_1709299620.xml · nonDerivative · entry 2 Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 566,230 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, 2024 Filed Mar 1, 2024 13:27 UTC | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionCommon Shares | 25,538 | $0.00 | $0.00 |
DisclosureSEC source: 0001407922-24-000004 · wk-form4_1709299620.xml · nonDerivative · entry 1 Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 514,268 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 |
| July 03, 2023 Filed Jul 3, 2023 21:37 UTC | Invesco Ltd. IVZ · Entity 125 | GrantRestricted Stock Units · Derivative | 116,754 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-040659 · doc4.xml · derivative · entry 1 Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,754 Underlying: Common Shares · 116,754 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, 2023 Filed Mar 2, 2023 21:43 UTC | Invesco Ltd. IVZ · Entity 125 | GrantRestricted Stock Units · Derivative | 57,332 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014740 · doc4.xml · derivative · entry 10 Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,332 Underlying: Common Shares · 57,332 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, 2023 Filed Mar 2, 2023 21:43 UTC | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionRestricted Stock Units · Derivative | 16,478 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014740 · doc4.xml · derivative · entry 9 Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,435 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 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, 2023 Filed Mar 2, 2023 21:43 UTC | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionRestricted Stock Units · Derivative | 13,122 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014740 · doc4.xml · derivative · entry 8 Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,244 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 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, 2023 Filed Mar 2, 2023 21:43 UTC | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionRestricted Stock Units · Derivative | 25,537 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014740 · doc4.xml · derivative · entry 7 Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,538 Underlying: Common Shares · 25,537 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, 2023 Filed Mar 2, 2023 21:43 UTC | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionRestricted Stock Units · Derivative | 17,631 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014740 · doc4.xml · derivative · entry 6 Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 17,631 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, 2023 Filed Mar 2, 2023 21:43 UTC | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionCommon Shares | 16,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014740 · doc4.xml · nonDerivative · entry 5 Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 488,730 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, 2023 Filed Mar 2, 2023 21:43 UTC | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionCommon Shares | 13,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014740 · doc4.xml · nonDerivative · entry 4 Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 472,252 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, 2023 Filed Mar 2, 2023 21:43 UTC | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionCommon Shares | 70,585 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014740 · doc4.xml · nonDerivative · entry 3 Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 459,130 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, 2023 Filed Mar 2, 2023 21:43 UTC | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionCommon Shares | 25,537 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014740 · doc4.xml · nonDerivative · entry 2 Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 388,545 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, 2023 Filed Mar 2, 2023 21:43 UTC | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionCommon Shares | 17,631 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014740 · doc4.xml · nonDerivative · entry 1 Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 363,008 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, 2022 Filed Mar 2, 2022 22:34 UTC | Invesco Ltd. IVZ · Entity 125 | GrantRestricted Stock Units · Derivative | 65,913 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-014964 · doc4.xml · derivative · entry 10 Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,913 Underlying: Common Shares · 65,913 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, 2022 Filed Mar 2, 2022 22:34 UTC | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionRestricted Stock Units · Derivative | 13,121 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-014964 · doc4.xml · derivative · entry 9 Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,366 Underlying: Common Shares · 13,121 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, 2022 Filed Mar 2, 2022 22:34 UTC | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionRestricted Stock Units · Derivative | 25,538 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-014964 · doc4.xml · derivative · entry 8 Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,075 Underlying: Common Shares · 25,538 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, 2022 Filed Mar 2, 2022 22:34 UTC | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionRestricted Stock Units · Derivative | 17,630 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-014964 · doc4.xml · derivative · entry 7 Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,631 Underlying: Common Shares · 17,630 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, 2022 Filed Mar 2, 2022 22:34 UTC | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionRestricted Stock Units · Derivative | 10,099 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-014964 · doc4.xml · derivative · entry 6 Lo Andrew Tak Shing · CIK 0001407922 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 10,099 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.