Andrew Tak Shing Lo - 08 Sep 2026 Form 4 Insider Report for Invesco Ltd. (IVZ)

Reporting relationship: Senior Managing Director
Issuer ticker: IVZ
Reported as of: 08 Sep 2026
Net transaction value: -$4,643,946
SEC form: 4
Accepted by SEC: 10 Sep 2026, 14:02:55 UTC
Prior SEC filing: 07 Jul 2026
Source filing: View source filing
Reporting owner signature: /s/ Rebecca Smith, as Attorney-in-Fact

Key filing fact

Andrew Tak Shing Lo filed Form 4 for Invesco Ltd. (IVZ) on 10 Sep 2026.

Key facts

This page summarizes Andrew Tak Shing Lo's Form 4 filing for Invesco Ltd. (IVZ).
2 reported transactions and 0 derivative rows are listed below.
Accepted by SEC: 10 Sep 2026, 14:02.

Change

Previous filing in this sequence was filed on 07 Jul 2026.
Current net transaction value: -$4,643,946.

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

Reporting Owners (1)

CIK 0001407922 Primary reporting owner

Lo Andrew Tak Shing

Relationship: Senior Managing Director
Address: 1331 SPRING STREET, NW, SUITE 2500, ATLANTA
Signature: /s/ Rebecca Smith, as Attorney-in-Fact
Signature date: 10 Sep 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

IVZ transaction

Common Shares

Sale

Transaction value: $1,396,898
Shares: -42,530
Change %: -4.4%
Price: $32.84
Shares after: 913,317
Date: 08 Sep 2026
Ownership: Direct
Footnotes: F1, F2

IVZ transaction

Common Shares

Sale

Transaction value: $3,247,048
Shares: -100,840
Change %: -11%
Price: $32.20
Shares after: 812,477
Date: 09 Sep 2026
Ownership: Direct
Footnotes: F1, F3

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 3 footnotes

Footnote F1

The reporting person effected multiple same-way open market sale transactions on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one dollar price. range. The reporting person hereby undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares sold at each separate price.

Footnote F2

Reflects the weighted average sale price. The range of prices for such transactions is $32.80 - $32.94.

Footnote F3

Reflects the weighted average sale price. The range of prices for such transactions is $32.095 - $32.435.