Laura Allison Dukes - 28 Feb 2026 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 2026
Net transactions value
-$1,524,761
Form type
4
Filing time
03 Mar 2026, 09:38:32 UTC
Previous filing
28 Aug 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
DUKES LAURA ALLISON Chief Financial Officer 1331 SPRING STREET, NW, SUITE 2500, ATLANTA /s/ Rebecca Smith, as Attorney-in-Fact 03 Mar 2026 0001674244

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction IVZ Common Shares Award $0 +63,131 +22% $0.000000 356,304 28 Feb 2026 Direct
transaction IVZ Common Shares Award $0 +17,659 +5% $0.000000 373,963 28 Feb 2026 Direct
transaction IVZ Common Shares Award $0 +26,362 +7% $0.000000 400,325 28 Feb 2026 Direct
transaction IVZ Common Shares Tax liability $1,524,761 -58,064 -15% $26.26 342,261 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 -17,659 -33% $0.000000 35,317 28 Feb 2026 Common Shares 17,659 $0.000000 Direct F1, F2
transaction IVZ Restricted Stock Units Options Exercise $0 -26,362 -25% $0.000000 79,089 28 Feb 2026 Common Shares 26,362 $0.000000 Direct F1, F2
transaction IVZ Restricted Stock Units Award $0 +73,257 $0.000000 73,257 28 Feb 2026 Common Shares 73,257 $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.