Laura Allison Dukes - 28 Feb 2025 Form 4 Insider Report for Invesco Ltd. (IVZ)

Role
Chief Financial Officer
Signature
/s/ Rebecca Smith, as Attorney-in-Fact
Issuer symbol
IVZ
Transactions as of
28 Feb 2025
Net transactions value
-$480,068
Form type
4
Filing time
04 Mar 2025, 14:01:30 UTC
Previous filing
25 Oct 2024
Next filing
14 May 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction IVZ Common Shares Award $0 +12,805 +3.9% $0.000000 337,885 28 Feb 2025 Direct
transaction IVZ Common Shares Award $0 +17,658 +5.2% $0.000000 355,543 28 Feb 2025 Direct
transaction IVZ Common Shares Tax liability $480,068 -27,606 -7.8% $17.39 327,937 28 Feb 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 -17,658 -25% $0.000000 52,976 28 Feb 2025 Common Shares 17,658 $0.000000 Direct F1, F2
transaction IVZ Restricted Stock Units Award $0 +105,451 $0.000000 105,451 28 Feb 2025 Common Shares 105,451 $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.