Andrew Tak Shing Lo - 28 Feb 2026 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
28 Feb 2026
Net transactions value
$0
Form type
4
Filing time
03 Mar 2026, 09:48:41 UTC
Previous filing
04 Mar 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Lo Andrew Tak Shing Senior Managing Director 1331 SPRING STREET, NW, SUITE 2500, ATLANTA /s/ Rebecca Smith, as Attorney-in-Fact 03 Mar 2026 0001407922

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction IVZ Common Shares Award $0 +16,479 +2.4% $0.000000 705,305 28 Feb 2026 Direct
transaction IVZ Common Shares Award $0 +83,419 +12% $0.000000 788,724 28 Feb 2026 Direct
transaction IVZ Common Shares Award $0 +14,333 +1.8% $0.000000 803,057 28 Feb 2026 Direct
transaction IVZ Common Shares Award $0 +17,923 +2.2% $0.000000 820,980 28 Feb 2026 Direct
transaction IVZ Common Shares Award $0 +18,113 +2.2% $0.000000 839,093 28 Feb 2026 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 -16,479 -100% $0.000000 0 28 Feb 2026 Common Shares 16,479 $0.000000 Direct F1, F2
transaction IVZ Restricted Stock Units Options Exercise $0 -14,333 -50% $0.000000 14,333 28 Feb 2026 Common Shares 14,333 $0.000000 Direct F1, F2
transaction IVZ Restricted Stock Units Options Exercise $0 -17,923 -33% $0.000000 35,847 28 Feb 2026 Common Shares 17,923 $0.000000 Direct F1, F2
transaction IVZ Restricted Stock Units Options Exercise $0 -18,113 -25% $0.000000 54,342 28 Feb 2026 Common Shares 18,113 $0.000000 Direct F1, F2
transaction IVZ Restricted Stock Units Award $0 +77,370 $0.000000 77,370 28 Feb 2026 Common Shares 77,370 $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 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.