Martin L. Flanagan - 28 Feb 2023 Form 4 Insider Report for Invesco Ltd. (IVZ)

Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
4
Accepted by SEC
02 Mar 2023, 15:13:11 UTC
Prior SEC filing
12 Jan 2023
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Robert H. Rigsby, as Attorney-in-Fact

Key filing fact

Martin L. Flanagan filed Form 4 for Invesco Ltd. (IVZ) on 02 Mar 2023.

Key facts

  • This page summarizes Martin L. Flanagan's Form 4 filing for Invesco Ltd. (IVZ).
  • 4 reported transactions and 0 derivative rows are listed below.
  • Accepted by SEC: 02 Mar 2023, 15:13.

Change

  • Previous filing in this sequence was filed on 12 Jan 2023.
  • Current net transaction value: -$6,714,016.

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
+161,879
Change %
+33%
Price
$0.000000
Shares after
649,704
Date
28 Feb 2023
Ownership
Direct
IVZ transaction

Common Shares

Award

Transaction value
$0
Shares
+186,089
Change %
+29%
Price
$0.000000
Shares after
835,793
Date
28 Feb 2023
Ownership
Direct
IVZ transaction

Common Shares

Tax liability

Transaction value
$2,663,057
Shares
-150,796
Change %
-18%
Price
$17.66
Shares after
684,997
Date
28 Feb 2023
Ownership
Direct
IVZ transaction

Common Shares

Sale

Transaction value
$4,050,959
Shares
-232,413
Change %
-34%
Price
$17.43
Shares after
452,584
Date
01 Mar 2023
Ownership
Direct
Footnotes
F1
IVZ holding

Common Shares

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
247,008
Date
28 Feb 2023
Ownership
By GRAT
IVZ holding

Common Shares

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
519,507
Date
28 Feb 2023
Ownership
By Trust
IVZ holding

Common Shares

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
3,326,953
Date
28 Feb 2023
Ownership
By Trust
IVZ holding

Common Shares

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
400
Date
28 Feb 2023
Ownership
By spouse
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 1 footnote

Footnote F1

Reflects the weighted average sale price. Common shares were sold in multiple transactions at prices ranging from $17.30 to $17.55 per share. The reporting person undertakes to provide upon request of the SEC staff, the issuer or its shareholders full information regarding individual trades.

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