Douglas J. Sharp - 31 Aug 2025 Form 4 Insider Report for Invesco Ltd. (IVZ)

Role
Senior Managing Director
Signature
/s/ Rebecca Smith, as Attorney-in-Fact
Issuer symbol
IVZ
Transactions as of
31 Aug 2025
Net transactions value
-$582,077
Form type
4
Filing time
02 Sep 2025, 17:14:07 UTC
Previous filing
04 Mar 2025
Next filing
03 Nov 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Sharp Douglas J Senior Managing Director 1331 SPRING STREET, NW, SUITE 2500, ATLANTA /s/ Rebecca Smith, as Attorney-in-Fact 02 Sep 2025 0001764168

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction IVZ Common Shares Award $0 +8,731 +6.7% $0.000000 138,941 31 Aug 2025 Direct
transaction IVZ Common Shares Tax liability $89,837 -4,104 -3% $21.89 134,837 31 Aug 2025 Direct
transaction IVZ Common Shares Award $0 +13,547 +10% $0.000000 148,384 31 Aug 2025 Direct
transaction IVZ Common Shares Tax liability $139,396 -6,368 -4.3% $21.89 142,016 31 Aug 2025 Direct
transaction IVZ Common Shares Award $0 +11,891 +8.4% $0.000000 153,907 31 Aug 2025 Direct
transaction IVZ Common Shares Tax liability $122,343 -5,589 -3.6% $21.89 148,318 31 Aug 2025 Direct
transaction IVZ Common Shares Award $0 +22,404 +15% $0.000000 170,722 31 Aug 2025 Direct
transaction IVZ Common Shares Tax liability $230,502 -10,530 -6.2% $21.89 160,192 31 Aug 2025 Direct

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction IVZ Restricted Stock Units Options Exercise $0 -8,731 -100% $0.000000 0 31 Aug 2025 Common Shares 8,731 $0.000000 Direct F1, F2
transaction IVZ Restricted Stock Units Options Exercise $0 -13,547 -50% $0.000000 13,548 31 Aug 2025 Common Shares 13,547 $0.000000 Direct F1, F2
transaction IVZ Restricted Stock Units Options Exercise $0 -11,891 -33% $0.000000 23,783 31 Aug 2025 Common Shares 11,891 $0.000000 Direct F1, F2
transaction IVZ Restricted Stock Units Options Exercise $0 -22,404 -25% $0.000000 67,213 31 Aug 2025 Common Shares 22,404 $0.000000 Direct F1, F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
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.