Laura Allison Dukes - Feb 28, 2025 Form 4 Insider Report for Invesco Ltd. (IVZ)

Role
Chief Financial Officer
Signature
/s/ Rebecca Smith, as Attorney-in-Fact
Stock symbol
IVZ
Transactions as of
Feb 28, 2025
Transactions value $
-$480,068
Form type
4
Date filed
3/4/2025, 02:01 PM
Previous filing
Oct 25, 2024
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction IVZ Common Shares Award $0 +12.8K +3.94% $0.00 338K Feb 28, 2025 Direct
transaction IVZ Common Shares Award $0 +17.7K +5.23% $0.00 356K Feb 28, 2025 Direct
transaction IVZ Common Shares Tax liability -$480K -27.6K -7.76% $17.39 328K Feb 28, 2025 Direct

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction IVZ Restricted Stock Units Options Exercise $0 -17.7K -25% $0.00 53K Feb 28, 2025 Common Shares 17.7K $0.00 Direct F1, F2
transaction IVZ Restricted Stock Units Award $0 +105K $0.00 105K Feb 28, 2025 Common Shares 105K $0.00 Direct F1, F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd.
F2 The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment.