SEC Form 4 · accession 0001407922-26-000005
Invesco Ltd. · IVZ
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Andrew Tak Shing Lo
Officer — Senior Managing Director
Period of report
Jul 2, 2026
Accepted (ET)
Jul 7, 2026 · 10:35 am EDT
Rule 10b5-1 plan
box not checked
Issuer CIK
0000914208
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common Shares | Jul 2, 2026 | M | 116,754 | $0.00 | A | 955,847 | D |
Table II — derivative securities
| Security | Conv. / exercise price | Date | Code | Shares | A/D | Exercisable | Expires | Underlying | Underlying shares | Owned after | D/I |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Restricted Stock UnitsF1,F2 | $0.00 | Jul 2, 2026 | M | 116,754 | D | — | — | Common Shares | 116,754 | 0 | D |
Explanation of responses
- F1Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd.
- F2The Restricted Stock Units vest in one installment on the 3rd anniversary of the grant date and expire upon the employee's termination of employment.