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CIK 0000914208 · Large accelerated filer

Invesco Ltd.

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Ticker
IVZ
Exchange
NYSE
Industry
Investment Advice
FY end
Dec 31
Incorporated
Bermuda
Entity type
operating
EIN
980557567
Phone
404-892-0896
Business address
1331 SPRING STREET NW, SUITE 2500, ATLANTA, GA, 30309
Former names
Invesco Asset Management Deutschland GMBH, Invesco Ltd, INVESCO PLC/LONDON/, AMVESCAP PLC/LONDON/, AMVESCAP /LONDON/, INVESCO PLC /LONDON
Open-market buys, last 90 days
$0
in 0 filings
Open-market sales, last 90 days
$7,227,582
in 4 filings

Net −$7,227,582. Shares bought or sold at a price by officers, directors and 10% owners (Form 4 codes P and S). Grants, option exercises and tax withholding aren't counted.

Pace of trading Bought Sold

Who's trading

90 days

  1. Lo Andrew Tak Shing −$4.6M Senior Managing Director sold 15% of stake
  2. Butcher Stephanie −$1.5M Senior Managing Director sold 82% of stake
  3. DUKES LAURA ALLISON −$1.0M Chief Financial Officer sold 11% of stake
  4. WOOD PHOEBE A −$97K Director sold 3% of stake

Reading 100 more Form 4s from the SEC; this list fills in as they're read.

Date Insider Transaction Shares Price Value Owned after
2026-02-28 DUKES LAURA ALLISON Chief Financial Officer Grant or award +26,362 400,325
2026-02-28 DUKES LAURA ALLISON Chief Financial Officer Shares withheld for taxes −58,064 $26.26 $1.5M 342,261
2026-02-28 DUKES LAURA ALLISON Chief Financial Officer Option exercise · Restricted Stock Units −17,659 35,317
2026-02-28 DUKES LAURA ALLISON Chief Financial Officer Option exercise · Restricted Stock Units −26,362 79,089
2026-02-28 DUKES LAURA ALLISON Chief Financial Officer Grant or award · Restricted Stock Units +73,257 73,257
2026-02-28 Schlossberg Andrew President and CEO Grant or award +80,970 895,053
2026-02-28 Schlossberg Andrew President and CEO Grant or award +42,749 937,802
2026-02-28 Schlossberg Andrew President and CEO Grant or award +54,915 992,717
2026-02-28 Schlossberg Andrew President and CEO Shares withheld for taxes −94,002 $26.26 $2.5M 898,715
2026-02-28 Schlossberg Andrew President and CEO Option exercise · Restricted Stock Units −42,749 85,497
2026-02-28 Schlossberg Andrew President and CEO Option exercise · Restricted Stock Units −54,915 164,745
2026-02-28 Schlossberg Andrew President and CEO Grant or award · Restricted Stock Units +189,127 189,127
2026-02-28 Lo Andrew Tak Shing Senior Managing Director Grant or award +16,479 705,305
2026-02-28 Lo Andrew Tak Shing Senior Managing Director Grant or award +83,419 788,724
2026-02-28 Lo Andrew Tak Shing Senior Managing Director Grant or award +14,333 803,057
2026-02-28 Lo Andrew Tak Shing Senior Managing Director Grant or award +17,923 820,980
2026-02-28 Lo Andrew Tak Shing Senior Managing Director Grant or award +18,113 839,093
2026-02-28 Lo Andrew Tak Shing Senior Managing Director Option exercise · Restricted Stock Units −16,479 0
2026-02-28 Lo Andrew Tak Shing Senior Managing Director Option exercise · Restricted Stock Units −14,333 14,333
2026-02-28 Lo Andrew Tak Shing Senior Managing Director Option exercise · Restricted Stock Units −17,923 35,847

Page 5 of 10 · 183 trades