Alan Leonard Smith - 28 Feb 2026 Form 4 Insider Report for Invesco Ltd. (IVZ)

Role
SMD and CHRO
Signature
/s/ Rebecca Smith, as Attorney-in-Fact
Issuer symbol
IVZ
Transactions as of
28 Feb 2026
Net transactions value
-$105,408
Form type
4
Filing time
03 Mar 2026, 09:56:39 UTC
Previous filing
18 Mar 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Smith Alan Leonard SMD and CHRO 1331 SPRING STREET NW, SUITE 2500, ATLANTA /s/ Rebecca Smith, as Attorney-in-Fact 03 Mar 2026 0001923426

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction IVZ Common Shares Award $0 +8,936 +187% $0.000000 13,711 28 Feb 2026 Direct
transaction IVZ Common Shares Tax liability $105,408 -4,014 -29% $26.26 9,697 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 -8,936 -25% $0.000000 26,808 28 Feb 2026 Common Shares 8,936 $0.000000 Direct F1, F2
transaction IVZ Restricted Stock Units Award $0 +32,202 $0.000000 32,202 28 Feb 2026 Common Shares 32,202 $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 three equal installments and expire upon the employee's termination of employment.