Douglas J. Sharp - 31 Aug 2022 Form 4 Insider Report for Invesco Ltd. (IVZ)

Reporting relationship: Senior Managing Director
Issuer ticker: IVZ
Reported as of: 31 Aug 2022
Net transaction value: -$189,421
SEC form: 4
Accepted by SEC: 01 Sep 2022, 17:44:21 UTC
Prior SEC filing: 02 Mar 2022
Next SEC filing: 02 Mar 2023
Source filing: View source filing
Reporting owner signature: /s/ Robert H. Rigsby, as Attorney-in-Fact

Key filing fact

Douglas J. Sharp filed Form 4 for Invesco Ltd. (IVZ) on 01 Sep 2022.

Key facts

This page summarizes Douglas J. Sharp's Form 4 filing for Invesco Ltd. (IVZ).
6 reported transactions and 2 derivative rows are listed below.
Accepted by SEC: 01 Sep 2022, 17:44.

Change

Previous filing in this sequence was filed on 02 Mar 2022.
Current net transaction value: -$189,421.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

IVZ transaction

Common Shares

Options Exercise

Transaction value: $0
Shares: +15,104
Change %: +74%
Price: $0.000000
Shares after: 35,573
Date: 31 Aug 2022
Ownership: Direct

IVZ transaction

Common Shares

Tax liability

Transaction value: $120,033
Shares: -7,288
Change %: -20%
Price: $16.47
Shares after: 28,285
Date: 31 Aug 2022
Ownership: Direct

IVZ transaction

Common Shares

Options Exercise

Transaction value: $0
Shares: +8,731
Change %: +31%
Price: $0.000000
Shares after: 37,016
Date: 31 Aug 2022
Ownership: Direct

IVZ transaction

Common Shares

Tax liability

Transaction value: $69,388
Shares: -4,213
Change %: -11%
Price: $16.47
Shares after: 32,803
Date: 31 Aug 2022
Ownership: Direct

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

IVZ transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value: $0
Shares: -15,104
Change %: -33%
Price: $0.000000
Shares after: 30,208
Date: 31 Aug 2022
Ownership: Direct
Underlying class: Common Shares
Underlying amount: 15,104
Exercise price: $0.000000
Footnotes: F1, F2

IVZ transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value: $0
Shares: -8,731
Change %: -25%
Price: $0.000000
Shares after: 26,193
Date: 31 Aug 2022
Ownership: Direct
Underlying class: Common Shares
Underlying amount: 8,731
Exercise price: $0.000000
Footnotes: F1, F2

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 2 footnotes

Footnote F1

Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd.

Footnote F2

The Restricted Stock Units vest in four equal annual installments and expire upon the employee's termination of employment.