Tony Wong - 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
-$468,846
Form type
4
Filing time
03 Mar 2026, 09:31:02 UTC
Previous filing
10 Feb 2026
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Wong Tony Senior Managing Director 1331 SPRING STREET, NW, SUITE 2500, ATLANTA /s/ Rebecca Smith, as Attorney-in-Fact 03 Mar 2026 0001965402

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction IVZ Common Shares Award $0 +15,343 +14% $0.000000 128,213 28 Feb 2026 Direct
transaction IVZ Common Shares Award $0 +16,612 +13% $0.000000 144,825 28 Feb 2026 Direct
transaction IVZ Common Shares Tax liability $468,846 -17,854 -12% $26.26 126,971 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 -15,343 -33% $0.000000 30,687 28 Feb 2026 Common Shares 15,343 $0.000000 Direct F1, F2
transaction IVZ Restricted Stock Units Options Exercise $0 -16,612 -25% $0.000000 49,839 28 Feb 2026 Common Shares 16,612 $0.000000 Direct F1, F2
transaction IVZ Restricted Stock Units Award $0 +66,317 $0.000000 66,317 28 Feb 2026 Common Shares 66,317 $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.