Key facts
- This page summarizes Andrew Schlossberg's Form 4 filing for Invesco Ltd. (IVZ).
- 7 reported transactions and 3 derivative rows are listed below.
- Accepted by SEC: 03 Mar 2026, 09:51.
Andrew Schlossberg - 28 Feb 2026 Form 4 Insider Report for Invesco Ltd. (IVZ)
- Reporting relationship
- President and CEO, Director
- Issuer ticker
- IVZ
- Reported as of
- 28 Feb 2026
- Net transaction value
- -$2,468,493
- SEC form
- 4
- Accepted by SEC
- 03 Mar 2026, 09:51:32 UTC
- Prior SEC filing
- 12 Dec 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
Filing notes and source
Key filing fact
Andrew Schlossberg filed Form 4 for Invesco Ltd. (IVZ) on 03 Mar 2026.
Change
- Previous filing in this sequence was filed on 12 Dec 2025.
- Current net transaction value: -$2,468,493.
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 0001661103
Primary reporting owner
Schlossberg Andrew
- Relationship
- President and CEO, 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
- +80,970
- Change %
- +9.9%
- Price
- $0.000000
- Shares after
- 895,053
- Date
- 28 Feb 2026
- Ownership
- Direct
IVZ
transaction
Common Shares
Award
- Transaction value
- $0
- Shares
- +42,749
- Change %
- +4.8%
- Price
- $0.000000
- Shares after
- 937,802
- Date
- 28 Feb 2026
- Ownership
- Direct
IVZ
transaction
Common Shares
Award
- Transaction value
- $0
- Shares
- +54,915
- Change %
- +5.9%
- Price
- $0.000000
- Shares after
- 992,717
- Date
- 28 Feb 2026
- Ownership
- Direct
IVZ
transaction
Common Shares
Tax liability
- Transaction value
- $2,468,493
- Shares
- -94,002
- Change %
- -9.5%
- Price
- $26.26
- Shares after
- 898,715
- 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
- -42,749
- Change %
- -33%
- Price
- $0.000000
- Shares after
- 85,497
- Date
- 28 Feb 2026
- Ownership
- Direct
- Underlying class
- Common Shares
- Underlying amount
- 42,749
- Exercise price
- $0.000000
- Footnotes
- F1, F2
IVZ
transaction
Derivative
Restricted Stock Units
Options Exercise
- Transaction value
- $0
- Shares
- -54,915
- Change %
- -25%
- Price
- $0.000000
- Shares after
- 164,745
- Date
- 28 Feb 2026
- Ownership
- Direct
- Underlying class
- Common Shares
- Underlying amount
- 54,915
- Exercise price
- $0.000000
- Footnotes
- F1, F2
IVZ
transaction
Derivative
Restricted Stock Units
Award
- Transaction value
- $0
- Shares
- +189,127
- Change %
- Price
- $0.000000
- Shares after
- 189,127
- Date
- 28 Feb 2026
- Ownership
- Direct
- Underlying class
- Common Shares
- Underlying amount
- 189,127
- 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.