Shannon A. Johnston - 28 Feb 2026 Form 4 Insider Report for Invesco Ltd. (IVZ)

Reporting relationship: SMD and CIOO
Issuer ticker: IVZ
Reported as of: 28 Feb 2026
Net transaction value: -$104,252
SEC form: 4
Accepted by SEC: 03 Mar 2026, 09:42:10 UTC
Prior SEC filing: 17 Oct 2025
Source filing: View source filing
Reporting owner signature: /s/ Rebecca Smith, as Attorney-in-Fact

Key filing fact

Shannon A. Johnston filed Form 4 for Invesco Ltd. (IVZ) on 03 Mar 2026.

Key facts

This page summarizes Shannon A. Johnston's Form 4 filing for Invesco Ltd. (IVZ).
4 reported transactions and 2 derivative rows are listed below.
Accepted by SEC: 03 Mar 2026, 09:42.

Change

Previous filing in this sequence was filed on 17 Oct 2025.
Current net transaction value: -$104,252.

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 0002007897 Primary reporting owner

JOHNSTON SHANNON A

Relationship: SMD and CIOO
Address: 1331 SPRING STREET NE, SUITE 2500, ATLANTA
Signature: /s/ Rebecca Smith, as Attorney-in-Fact
Signature date: 03 Mar 2026

Reported non-derivative transactions

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

IVZ transaction

Common Shares

Award

Transaction value: $0
Shares: +8,913
Change %: +45%
Price: $0.000000
Shares after: 28,816
Date: 28 Feb 2026
Ownership: Direct

IVZ transaction

Common Shares

Tax liability

Transaction value: $104,252
Shares: -3,970
Change %: -14%
Price: $26.26
Shares after: 24,846
Date: 28 Feb 2026
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: -8,913
Change %: -25%
Price: $0.000000
Shares after: 26,739
Date: 28 Feb 2026
Ownership: Direct
Underlying class: Common Shares
Underlying amount: 8,913
Exercise price: $0.000000
Footnotes: F1, F2

IVZ transaction Derivative

Restricted Stock Units

Award

Transaction value: $0
Shares: +37,825
Change %
Price: $0.000000
Shares after: 37,825
Date: 28 Feb 2026
Ownership: Direct
Underlying class: Common Shares
Underlying amount: 37,825
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 annual installments and expire upon the employee's termination of employment.

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