Douglas J. Sharp - Aug 31, 2024 Form 4 Insider Report for Invesco Ltd. (IVZ)

Role
Senior Managing Director
Signature
/s/ Rebecca Smith, as Attorney-in-Fact
Stock symbol
IVZ
Transactions as of
Aug 31, 2024
Transactions value $
-$395,804
Form type
4
Date filed
9/4/2024, 01:42 PM
Previous filing
Mar 1, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction IVZ Common Shares Award $0 +15.1K +18.04% $0.00 98.9K Aug 31, 2024 Direct
transaction IVZ Common Shares Tax liability -$121K -7.1K -7.18% $17.09 91.8K Aug 31, 2024 Direct
transaction IVZ Common Shares Award $0 +8.73K +9.52% $0.00 100K Aug 31, 2024 Direct
transaction IVZ Common Shares Tax liability -$70.1K -4.1K -4.08% $17.09 96.4K Aug 31, 2024 Direct
transaction IVZ Common Shares Award $0 +13.5K +14.06% $0.00 110K Aug 31, 2024 Direct
transaction IVZ Common Shares Tax liability -$109K -6.37K -5.79% $17.09 104K Aug 31, 2024 Direct
transaction IVZ Common Shares Award $0 +11.9K +11.48% $0.00 115K Aug 31, 2024 Direct
transaction IVZ Common Shares Tax liability -$95.5K -5.59K -4.84% $17.09 110K Aug 31, 2024 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 -15.1K -100% $0.00 0 Aug 31, 2024 Common Shares 15.1K $0.00 Direct F1, F2
transaction IVZ Restricted Stock Units Options Exercise $0 -8.73K -50% $0.00 8.73K Aug 31, 2024 Common Shares 8.73K $0.00 Direct F1, F2
transaction IVZ Restricted Stock Units Options Exercise $0 -13.5K -33.33% $0.00 27.1K Aug 31, 2024 Common Shares 13.5K $0.00 Direct F1, F2
transaction IVZ Restricted Stock Units Options Exercise $0 -11.9K -25% $0.00 35.7K Aug 31, 2024 Common Shares 11.9K $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 annual installments and expire upon the employee's termination of employment.