Douglas J. Sharp - 15 Jan 2025 Form 4 Insider Report for Invesco Ltd. (IVZ)

Reporting relationship: Senior Managing Director
Issuer ticker: IVZ
Reported as of: 15 Jan 2025
Net transaction value: -$233,909
SEC form: 4
Accepted by SEC: 17 Jan 2025, 09:29:38 UTC
Prior SEC filing: 04 Sep 2024
Next SEC filing: 04 Mar 2025
Source filing: View source filing
Reporting owner signature: /s/ Rebecca Smith, as Attorney-in-Fact

Key filing fact

Douglas J. Sharp filed Form 4 for Invesco Ltd. (IVZ) on 17 Jan 2025.

Key facts

This page summarizes Douglas J. Sharp's Form 4 filing for Invesco Ltd. (IVZ).
3 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 17 Jan 2025, 09:29.

Change

Previous filing in this sequence was filed on 04 Sep 2024.
Current net transaction value: -$233,909.

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

Award

Transaction value: $0
Shares: +29,188
Change %: +27%
Price: $0.000000
Shares after: 139,047
Date: 15 Jan 2025
Ownership: Direct

IVZ transaction

Common Shares

Tax liability

Transaction value: $233,909
Shares: -13,719
Change %: -9.9%
Price: $17.05
Shares after: 125,328
Date: 15 Jan 2025
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: -29,188
Change %: -25%
Price: $0.000000
Shares after: 87,566
Date: 15 Jan 2025
Ownership: Direct
Underlying class: Common Shares
Underlying amount: 29,188
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 installments on the anniversary of the grant date and expire upon the employee's termination of employment.