Terry Vacheron - 28 Feb 2026 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
03 Mar 2026, 09:59:06 UTC
Prior SEC filing
04 Mar 2025
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Rebecca Smith, as Attorney-in-Fact

Key filing fact

Terry Vacheron filed Form 4 for Invesco Ltd. (IVZ) on 03 Mar 2026.

Key facts

  • This page summarizes Terry Vacheron's Form 4 filing for Invesco Ltd. (IVZ).
  • 6 reported transactions and 3 derivative rows are listed below.
  • Accepted by SEC: 03 Mar 2026, 09:59.

Change

  • Previous filing in this sequence was filed on 04 Mar 2025.
  • Current net transaction value: -$74,894.

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 0001918146 Primary reporting owner

Vacheron Terry

Relationship
Chief Accounting Officer
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
+2,534
Change %
+14%
Price
$0.000000
Shares after
20,157
Date
28 Feb 2026
Ownership
Direct
IVZ transaction

Common Shares

Award

Transaction value
$0
Shares
+2,264
Change %
+11%
Price
$0.000000
Shares after
22,421
Date
28 Feb 2026
Ownership
Direct
IVZ transaction

Common Shares

Tax liability

Transaction value
$74,894
Shares
-2,852
Change %
-13%
Price
$26.26
Shares after
19,569
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
-2,534
Change %
-33%
Price
$0.000000
Shares after
5,069
Date
28 Feb 2026
Ownership
Direct
Underlying class
Common Shares
Underlying amount
2,534
Exercise price
$0.000000
Footnotes
F1, F2
IVZ transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
$0
Shares
-2,264
Change %
-25%
Price
$0.000000
Shares after
6,792
Date
28 Feb 2026
Ownership
Direct
Underlying class
Common Shares
Underlying amount
2,264
Exercise price
$0.000000
Footnotes
F1, F2
IVZ transaction Derivative

Restricted Stock Units

Award

Transaction value
$0
Shares
+8,187
Change %
Price
$0.000000
Shares after
8,187
Date
28 Feb 2026
Ownership
Direct
Underlying class
Common Shares
Underlying amount
8,187
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.

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