Alan Leonard Smith - 13 Mar 2026 Form 4 Insider Report for Invesco Ltd. (IVZ)

Reporting relationship: SMD and CHRO
Issuer ticker: IVZ
Reported as of: 13 Mar 2026
Net transaction value: $0
SEC form: 4
Accepted by SEC: 17 Mar 2026, 09:18:44 UTC
Prior SEC filing: 03 Mar 2026
Source filing: View source filing
Reporting owner signature: /s/ Rebecca Smith, as Attorney-in-Fact

Key filing fact

Alan Leonard Smith filed Form 4 for Invesco Ltd. (IVZ) on 17 Mar 2026.

Key facts

This page summarizes Alan Leonard Smith's Form 4 filing for Invesco Ltd. (IVZ).
3 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 17 Mar 2026, 09:18.

Change

Previous filing in this sequence was filed on 03 Mar 2026.
Current net transaction value: $0.

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 0001923426 Primary reporting owner

Smith Alan Leonard

Relationship: SMD and CHRO
Address: 1331 SPRING STREET NW, SUITE 2500, ATLANTA
Signature: /s/ Rebecca Smith, as Attorney-in-Fact
Signature date: 17 Mar 2026

Reported non-derivative transactions

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

IVZ transaction

Common Shares

Award

Transaction value
Shares: +8,641
Change %: +89%
Price: $0.000000^*
Shares after: 18,338
Date: 13 Mar 2026
Ownership: Direct

IVZ transaction

Common Shares

Tax liability

Transaction value
Shares: -3,849
Change %: -21%
Price: $23.00^*
Shares after: 14,489
Date: 13 Mar 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
Shares: -8,641
Change %: -50%
Price: $0.000000^*
Shares after: 8,641
Date: 13 Mar 2026
Ownership: Direct
Underlying class: Common Shares
Underlying amount: 8,641
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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