Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Invesco Ltd.IVZ · Entity 125 | SMD & Chief Adm Officer | February 28, 2024 | March 01, 2024 |
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 February 28, 2024 · Filed March 01, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 178,577 |
Ending reported balance
After 2024-02-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-02-28 · Grant · Acquired 15,180 · Balance 195,555 Row 2 · 2024-02-28 · Tax withholding · Disposed 16,978 · Balance 178,577 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 28,449 |
Reported balance
After 2024-02-28 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-02-28 · Grant · Acquired 28,449 · Balance 28,449 F1: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd. F2: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd.
F2: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment.
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 |
|---|---|---|---|---|---|---|
| February 28, 2024 Filed Mar 1, 2024 13:43 UTC | Invesco Ltd. IVZ · Entity 125 | GrantRestricted Stock Units · Derivative | 28,449 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001760074-24-000002 · wk-form4_1709300613.xml · derivative · entry 3 Giuliano Mark F · CIK 0001760074 · SMD & Chief Adm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,449 Underlying: Common Shares · 28,449 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, 2024 Filed Mar 1, 2024 13:43 UTC | Invesco Ltd. IVZ · Entity 125 | Tax withholdingCommon Shares | 16,978 | $15.29 | $259,593.62 |
DisclosureSEC source: 0001760074-24-000002 · wk-form4_1709300613.xml · nonDerivative · entry 2 Giuliano Mark F · CIK 0001760074 · SMD & Chief Adm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 178,577 Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 13:43 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 15,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001760074-24-000002 · wk-form4_1709300613.xml · nonDerivative · entry 1 Giuliano Mark F · CIK 0001760074 · SMD & Chief Adm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195,555 Read SEC document |
| July 03, 2023 Filed Jul 3, 2023 21:25 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 58,377 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-040646 · doc4.xml · nonDerivative · entry 1 Giuliano Mark F · CIK 0001760074 · SMD & Chief Adm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 180,375 Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 21:20 UTC | Invesco Ltd. IVZ · Entity 125 | Tax withholdingCommon Shares | 18,593 | $17.66 | $328,352.38 |
DisclosureSEC source: 0001209191-23-014654 · doc4.xml · nonDerivative · entry 3 Giuliano Mark F · CIK 0001760074 · SMD & Chief Adm Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,998 Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 21:20 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 22,912 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014654 · doc4.xml · nonDerivative · entry 2 Giuliano Mark F · CIK 0001760074 · SMD & Chief Adm Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,591 Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 21:20 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 19,622 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014654 · doc4.xml · nonDerivative · entry 1 Giuliano Mark F · CIK 0001760074 · SMD & Chief Adm Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,679 Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 22:16 UTC | Invesco Ltd. IVZ · Entity 125 | Tax withholdingCommon Shares | 8,972 | $21.24 | $190,565.28 |
DisclosureSEC source: 0001209191-22-014916 · doc4.xml · nonDerivative · entry 2 Giuliano Mark F · CIK 0001760074 · SMD & Chief Adm Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,057 Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 22:16 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 22,598 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-014916 · doc4.xml · nonDerivative · entry 1 Giuliano Mark F · CIK 0001760074 · SMD & Chief Adm Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,029 Read SEC document |
| February 28, 2021 Filed Mar 1, 2021 21:45 UTC | Invesco Ltd. IVZ · Entity 125 | Tax withholdingCommon Shares | 6,055 | $22.42 | $135,753.10 |
DisclosureSEC source: 0001209191-21-015264 · doc4.xml · nonDerivative · entry 2 Giuliano Mark F · CIK 0001760074 · Chief Administration Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,431 Read SEC document |
| February 28, 2021 Filed Mar 1, 2021 21:45 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 15,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-015264 · doc4.xml · nonDerivative · entry 1 Giuliano Mark F · CIK 0001760074 · Chief Administration Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,486 Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 21:25 UTC | Invesco Ltd. IVZ · Entity 125 | Tax withholdingCommon Shares | 3,561 | $14.40 | $51,278.40 |
DisclosureSEC source: 0001209191-20-015156 · doc4.xml · nonDerivative · entry 2 Giuliano Mark F · CIK 0001760074 · Chief Administration Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,152 Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 21:25 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 33,159 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-015156 · doc4.xml · nonDerivative · entry 1 Giuliano Mark F · CIK 0001760074 · Chief Administration Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,713 Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 21:28 UTC | Invesco Ltd. IVZ · Entity 125 | Tax withholdingCommon Shares | 1,219 | $19.35 | $23,587.65 |
DisclosureSEC source: 0001209191-19-015635 · doc4.xml · nonDerivative · entry 2 Giuliano Mark F · CIK 0001760074 · Chief Administration Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,073 Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 21:28 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 31,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-015635 · doc4.xml · nonDerivative · entry 1 Giuliano Mark F · CIK 0001760074 · Chief Administration Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,292 Read SEC document |
| February 28, 2019 Filed May 14, 2019 20:40 UTC Amendment | Invesco Ltd. IVZ · Entity 125 | Tax withholdingCommon Shares | 1,219 | $19.35 | $23,587.65 |
DisclosureSEC source: 0001209191-19-029674 · doc4a.xml · nonDerivative · entry 2 Giuliano Mark F · CIK 0001760074 · Chief Administration Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,554 Read SEC document |
| February 28, 2019 Filed May 14, 2019 20:40 UTC Amendment | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 31,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-029674 · doc4a.xml · nonDerivative · entry 1 Giuliano Mark F · CIK 0001760074 · Chief Administration Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,733 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.