IVZ Filing
4Filing Date: Jul 7, 2026
Invesco Ltd. (IVZ) · Insider Trading (Form 4) SEC Filing
Statement of Changes in Beneficial Ownership
descriptionView SEC Filing
ACC: 0001407922-26-000005open_in_new
Total Value$0
Trades2
Insiders1
Transaction Details
Lo Andrew Tak Shing
Senior Managing Director·Direct
Exercise · Dispose
Restricted Stock UnitsDerivative
Shares-116.75K
Price$0.00
Total Value$0
Shares Owned After0
Transaction DateJul 2, 2026
Footnotes ▸
Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd. | 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. | 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.
Lo Andrew Tak Shing
Senior Managing Director·Direct
Exercise · Acquire
Common Shares
Shares+116.75K
Price$0.00
Total Value$0
Shares Owned After955.85K
Transaction DateJul 2, 2026
Post-Transaction Holdings
Lo Andrew Tak Shing
| Security | Shares | Change |
|---|---|---|
| Common Shares | 955.85K | +116.75K (13.91%) |
| Restricted Stock Units | 0 | -116.75K (-100.00%) |
Original SEC Filing Textexpand_more
=== SEC Form 4 — Statement of Changes in Beneficial Ownership ===
Document Type: 4
Period of Report: 2026-07-02
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: 2026-07-02 | Code: M (Exercise of derivative)
Shares: +116,754 | Price: $0.00
Shares Owned After: 955,847 | Ownership: D (Direct)
--- Derivative Transactions ---
[Transaction #1]
Security: Restricted Stock Units
Date: 2026-07-02 | Code: M (Exercise of derivative)
Shares: -116,754 | Price: $0.00
Shares Owned After: 0 | Ownership: D (Direct)
Footnotes:
[F1] Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd.
[F2] 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] 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.
--- Footnotes (Complete Index) ---
F1: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd.
F2: 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.
--- Signature ---
/s/ /s/ Rebecca Smith, as Attorney-in-Fact (2026-07-07)