4Filing Date: Mar 3, 2026

Inves (IVZ)

Statement of Changes in Beneficial Ownership

View SEC Filing
ACC: 0001407922-26-000002
Total Value$0
Trades10
Insiders1

Transaction Details

Lo Andrew Tak Shing
Senior Managing Director·Direct
Grant · Acquire
Common Shares
Shares+14.33K
Price$0.00
Total Value$0
Shares Owned After803.06K
Transaction DateFeb 28, 2026
Lo Andrew Tak Shing
Senior Managing Director·Direct
Exercise · Dispose
Restricted Stock UnitsDerivative
Shares-16.48K
Price$0.00
Total Value$0
Shares Owned After0
Transaction DateFeb 28, 2026
Footnotes ▸

The Restricted Stock Unit represents a contingent right to receive on Common Share oof Invesco Ltd. | 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. | 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.

Lo Andrew Tak Shing
Senior Managing Director·Direct
Exercise · Dispose
Restricted Stock UnitsDerivative
Shares-14.33K
Price$0.00
Total Value$0
Shares Owned After14.33K
Transaction DateFeb 28, 2026
Footnotes ▸

The Restricted Stock Unit represents a contingent right to receive on Common Share oof Invesco Ltd. | 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. | 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.

Lo Andrew Tak Shing
Senior Managing Director·Direct
Grant · Acquire
Restricted Stock UnitsDerivative
Shares+77.37K
Price$0.00
Total Value$0
Shares Owned After77.37K
Transaction DateFeb 28, 2026
Footnotes ▸

The Restricted Stock Unit represents a contingent right to receive on Common Share oof Invesco Ltd. | 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. | 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.

Lo Andrew Tak Shing
Senior Managing Director·Direct
Grant · Acquire
Common Shares
Shares+18.11K
Price$0.00
Total Value$0
Shares Owned After839.09K
Transaction DateFeb 28, 2026
Lo Andrew Tak Shing
Senior Managing Director·Direct
Exercise · Dispose
Restricted Stock UnitsDerivative
Shares-18.11K
Price$0.00
Total Value$0
Shares Owned After54.34K
Transaction DateFeb 28, 2026
Footnotes ▸

The Restricted Stock Unit represents a contingent right to receive on Common Share oof Invesco Ltd. | 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. | 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.

Lo Andrew Tak Shing
Senior Managing Director·Direct
Grant · Acquire
Common Shares
Shares+16.48K
Price$0.00
Total Value$0
Shares Owned After705.30K
Transaction DateFeb 28, 2026
Lo Andrew Tak Shing
Senior Managing Director·Direct
Grant · Acquire
Common Shares
Shares+83.42K
Price$0.00
Total Value$0
Shares Owned After788.72K
Transaction DateFeb 28, 2026
Lo Andrew Tak Shing
Senior Managing Director·Direct
Grant · Acquire
Common Shares
Shares+17.92K
Price$0.00
Total Value$0
Shares Owned After820.98K
Transaction DateFeb 28, 2026
Lo Andrew Tak Shing
Senior Managing Director·Direct
Exercise · Dispose
Restricted Stock UnitsDerivative
Shares-17.92K
Price$0.00
Total Value$0
Shares Owned After35.85K
Transaction DateFeb 28, 2026
Footnotes ▸

The Restricted Stock Unit represents a contingent right to receive on Common Share oof Invesco Ltd. | 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. | 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.

Post-Transaction Holdings

Lo Andrew Tak Shing · Senior Managing Director
SecuritySharesChange
Common Shares803.06K+150.27K (23.02%)
Restricted Stock Units0+10.52K (-100.00%)
Original SEC Filing Textexpand_more
=== SEC Form 4 — Statement of Changes in Beneficial Ownership === Document Type: 4 Period of Report: 2026-02-28 10b5-1 Pre-arranged Plan: No --- Issuer --- Name: Invesco Ltd. (IVZ) CIK: 0000914208 --- Reporting Owner --- Name: Lo Andrew Tak Shing CIK: 0001407922 Role: Officer (Senior Managing Director) --- Non-Derivative Transactions --- [Transaction #1] Security: Common Shares Date: 2026-02-28 | Code: A (Grant or award) Shares: +16,479 | Price: $0.00 Shares Owned After: 705,305 | Ownership: D (Direct) [Transaction #2] Security: Common Shares Date: 2026-02-28 | Code: A (Grant or award) Shares: +83,419 | Price: $0.00 Shares Owned After: 788,724 | Ownership: D (Direct) [Transaction #3] Security: Common Shares Date: 2026-02-28 | Code: A (Grant or award) Shares: +14,333 | Price: $0.00 Shares Owned After: 803,057 | Ownership: D (Direct) [Transaction #4] Security: Common Shares Date: 2026-02-28 | Code: A (Grant or award) Shares: +17,923 | Price: $0.00 Shares Owned After: 820,980 | Ownership: D (Direct) [Transaction #5] Security: Common Shares Date: 2026-02-28 | Code: A (Grant or award) Shares: +18,113 | Price: $0.00 Shares Owned After: 839,093 | Ownership: D (Direct) --- Derivative Transactions --- [Transaction #1] Security: Restricted Stock Units Date: 2026-02-28 | Code: M (Exercise of derivative) Shares: -16,479 | Price: $0.00 Shares Owned After: 0 | Ownership: D (Direct) Footnotes: [F1] The Restricted Stock Unit represents a contingent right to receive on Common Share oof Invesco Ltd. [F2] 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] 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. [Transaction #2] Security: Restricted Stock Units Date: 2026-02-28 | Code: M (Exercise of derivative) Shares: -14,333 | Price: $0.00 Shares Owned After: 14,333 | Ownership: D (Direct) Footnotes: [F1] The Restricted Stock Unit represents a contingent right to receive on Common Share oof Invesco Ltd. [F2] 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] 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. [Transaction #3] Security: Restricted Stock Units Date: 2026-02-28 | Code: M (Exercise of derivative) Shares: -17,923 | Price: $0.00 Shares Owned After: 35,847 | Ownership: D (Direct) Footnotes: [F1] The Restricted Stock Unit represents a contingent right to receive on Common Share oof Invesco Ltd. [F2] 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] 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. [Transaction #4] Security: Restricted Stock Units Date: 2026-02-28 | Code: M (Exercise of derivative) Shares: -18,113 | Price: $0.00 Shares Owned After: 54,342 | Ownership: D (Direct) Footnotes: [F1] The Restricted Stock Unit represents a contingent right to receive on Common Share oof Invesco Ltd. [F2] 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] 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. [Transaction #5] Security: Restricted Stock Units Date: 2026-02-28 | Code: A (Grant or award) Shares: +77,370 | Price: $0.00 Shares Owned After: 77,370 | Ownership: D (Direct) Footnotes: [F1] The Restricted Stock Unit represents a contingent right to receive on Common Share oof Invesco Ltd. [F2] 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] 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. --- Footnotes (Complete Index) --- F1: The Restricted Stock Unit represents a contingent right to receive on Common Share oof Invesco Ltd. F2: 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. --- Signature --- /s/ /s/ Rebecca Smith, as Attorney-in-Fact (2026-03-03)

keid analysis is for reference only and does not constitute investment advice.