Key facts
- This page summarizes Jeffrey H. Kupor's Form 4 filing for Invesco Ltd. (IVZ).
- 6 reported transactions and 3 derivative rows are listed below.
- Accepted by SEC: 03 Mar 2026, 09:44.
Jeffrey H. Kupor - 28 Feb 2026 Form 4 Insider Report for Invesco Ltd. (IVZ)
- Reporting relationship
- Senior Managing Director
- Issuer ticker
- IVZ
- Reported as of
- 28 Feb 2026
- Net transaction value
- -$187,234
- SEC form
- 4
- Accepted by SEC
- 03 Mar 2026, 09:44:57 UTC
- Prior SEC filing
- 04 Mar 2025
- Next SEC filing
- 07 Jul 2026
- Source filing
- View source filing
- Reporting owner signature
- /s/ Rebecca Smith, as Attorney-in-Fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Jeffrey H. Kupor filed Form 4 for Invesco Ltd. (IVZ) on 03 Mar 2026.
Change
- Previous filing in this sequence was filed on 04 Mar 2025.
- Current net transaction value: -$187,234.
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
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reporting Owners (1)
CIK 0001736431
Primary reporting owner
Kupor Jeffrey H
- Relationship
- Senior Managing Director
- Address
- 1331 SPRING STREET, NW, 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
- +5,003
- Change %
- +3.4%
- Price
- $0.000000
- Shares after
- 152,810
- Date
- 28 Feb 2026
- Ownership
- Direct
IVZ
transaction
Common Shares
Award
- Transaction value
- $0
- Shares
- +6,140
- Change %
- +4%
- Price
- $0.000000
- Shares after
- 158,950
- Date
- 28 Feb 2026
- Ownership
- Direct
IVZ
transaction
Common Shares
Tax liability
- Transaction value
- $187,234
- Shares
- -7,130
- Change %
- -4.5%
- Price
- $26.26
- Shares after
- 151,820
- 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
- -5,003
- Change %
- -33%
- Price
- $0.000000
- Shares after
- 10,007
- Date
- 28 Feb 2026
- Ownership
- Direct
- Underlying class
- Common Shares
- Underlying amount
- 5,003
- Exercise price
- $0.000000
- Footnotes
- F1, F2
IVZ
transaction
Derivative
Restricted Stock Units
Options Exercise
- Transaction value
- $0
- Shares
- -6,140
- Change %
- -25%
- Price
- $0.000000
- Shares after
- 18,422
- Date
- 28 Feb 2026
- Ownership
- Direct
- Underlying class
- Common Shares
- Underlying amount
- 6,140
- Exercise price
- $0.000000
- Footnotes
- F1, F2
IVZ
transaction
Derivative
Restricted Stock Units
Award
- Transaction value
- $0
- Shares
- +35,343
- Change %
- Price
- $0.000000
- Shares after
- 35,343
- Date
- 28 Feb 2026
- Ownership
- Direct
- Underlying class
- Common Shares
- Underlying amount
- 35,343
- 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 installments and expire upon the employee's termination of employment.