Invesco director plans sale of 3,000 shares

Invesco Ltd. (IVZ) director Phoebe A. Wood has filed a notice under Rule 144 for a proposed sale of 3,000 shares of Invesco common stock through Fidelity Brokerage Services LLC on the NYSE, with an aggregate market value of $97,321.53 as of the filing.

Available on EDGAR 09/11/2026 - 03:08 PM EDT Accepted by SEC EDGAR 09/11/2026 - 03:08 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Invesco Ltd. (IVZ) director Phoebe A. Wood has filed a notice under Rule 144 for a proposed sale of 3,000 shares of Invesco common stock through Fidelity Brokerage Services LLC on the NYSE, with an aggregate market value of $97,321.53 as of the filing.

The 3,000 shares derive from prior equity compensation and purchases, including restricted stock vesting and Employee Stock Purchase Plan transactions dated between February 1, 2013 and March 7, 2014. The notice is signed on Wood’s behalf by a duly authorized representative of Fidelity Brokerage Services LLC as attorney-in-fact on September 11, 2026.

Key Figures

Shares to be sold: 3,000 shares Aggregate market value: $97,321.53 CUSIP: 441499780 +4 more

7 metrics

Shares to be sold 3,000 shares Common stock covered by the Rule 144 notice

Aggregate market value $97,321.53 Reported value of 3,000 Invesco common shares in the planned sale

CUSIP 441499780 CUSIP number listed for Invesco Ltd. common stock

Shares from 02/01/2013 restricted stock vesting 600 shares Component of the 3,000 shares to be sold

Shares from 05/01/2013 restricted stock vesting 557 shares Component of the 3,000 shares to be sold

Shares from 08/01/2013 restricted stock vesting 528 shares Component of the 3,000 shares to be sold

Shares from 11/01/2013 restricted stock vesting 517 shares Component of the 3,000 shares to be sold

Key Terms

Rule 144, Restricted Stock Vesting, ESPP Purchase, attorney-in-fact

4 terms

Rule 144 regulatory

"See the definition of "person" in paragraph (a) of Rule 144."

Rule 144 is a U.S. securities regulation that sets conditions under which restricted or insider-held shares can be legally resold to the public, such as required holding periods, availability of public information, limits on how much can be sold at once, and certain filing requirements. For investors it matters because it determines when previously locked-up shares can enter the market — like a release valve that can increase supply, affect share price, and signal insider intent.

Restricted Stock Vesting financial

"Common | 02/01/2013 | Restricted Stock Vesting | Issuer"

Restricted stock vesting is the timetable and conditions under which shares granted to employees or insiders become fully owned and can be sold, typically requiring continued work or meeting performance goals. It matters to investors because large blocks of shares can become tradable at once, which can change share supply and price, and because vesting aligns insiders’ incentives with the company’s long‑term performance—think of it like a timed unlock that both rewards and locks in key people.

ESPP Purchase financial

"Common | 03/08/2013 | ESPP Purchase | Issuer"

attorney-in-fact regulatory

"as attorney-in-fact for Phoebe A. Wood"

An attorney-in-fact is the person or entity given legal authority through a power of attorney to act on behalf of another for specific tasks, such as signing documents, voting shares, or handling transactions. For investors, this matters because it lets a trusted representative make timely decisions or complete paperwork when the owner cannot, much like handing keys to someone to run errands on your behalf—so checks on scope and limits of that authority are important.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What transaction did Invesco Ltd. (IVZ) disclose for director Phoebe A. Wood?

Phoebe A. Wood filed a Rule 144 notice to sell 3,000 shares of Invesco Ltd. common stock. The planned sale is through Fidelity Brokerage Services LLC on the NYSE, with an aggregate market value of $97,321.53 reported in the filing.

How many Invesco Ltd. (IVZ) shares are covered by Phoebe A. Wood’s Rule 144 filing?

The Rule 144 filing covers a proposed sale of 3,000 shares of Invesco Ltd. common stock. These shares are to be sold through Fidelity Brokerage Services LLC, with the filing listing a total market value of $97,321.53 for the shares.

What is the reported market value of the Invesco Ltd. (IVZ) shares in the Rule 144 notice?

The filing reports an aggregate market value of $97,321.53 for the 3,000 Invesco Ltd. common shares covered by the Rule 144 notice. This value is listed alongside details of the planned sale on the NYSE.

On which exchange are Phoebe A. Wood’s Invesco Ltd. (IVZ) shares expected to be sold?

The Rule 144 notice states that the 3,000 Invesco Ltd. common shares are to be sold on the NYSE. Fidelity Brokerage Services LLC is identified as the brokerage firm handling the transaction.

What is the origin of the Invesco Ltd. (IVZ) shares that Phoebe A. Wood plans to sell?

The 3,000 shares come from a series of prior transactions, including restricted stock vesting grants and ESPP purchases between February 1, 2013 and March 7, 2014. Each component transaction and share amount is itemized in the filing.

Who signed the Rule 144 notice related to Invesco Ltd. (IVZ)?

The notice is signed “/s/ Wade Moss, as a duly authorized representative of Fidelity Brokerage Services LLC, as attorney-in-fact for Phoebe A. Wood”, dated September 11, 2026. This indicates the filing was submitted on Wood’s behalf.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK	0001197233
Filer CCC	XXXXXXXX
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer	Invesco Ltd.
SEC File Number	001-13908
Address of Issuer	1331 SPRING STREET NW SUITE 2500 ATLANTA GEORGIA 30309
Phone	404-892-0896
Name of Person for Whose Account the Securities are To Be Sold	WOOD PHOEBE A
See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.
Relationship to Issuer	Director

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common	Fidelity Brokerage Services LLC 900 Salem Street Smithfield RI 02917	3000	97321.53	441499780	09/11/2026	NYSE

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common	02/01/2013	Restricted Stock Vesting	Issuer			600	02/01/2013	Compensation
Common	03/08/2013	ESPP Purchase	Issuer			59	03/08/2013	Cash
Common	05/01/2013	Restricted Stock Vesting	Issuer			557	05/01/2013	Compensation
Common	06/07/2013	ESPP Purchase	Issuer			63	06/07/2013	Cash
Common	08/01/2013	Restricted Stock Vesting	Issuer			528	08/01/2013	Compensation
Common	09/06/2013	ESPP Purchase	Issuer			79	09/06/2013	Cash
Common	11/01/2013	Restricted Stock Vesting	Issuer			517	11/01/2013	Compensation
Common	12/09/2013	ESPP Purchase	Issuer			70	12/09/2013	Cash
Common	01/31/2014	Restricted Stock Vesting	Issuer			526	01/31/2014	Compensation
Common	03/07/2014	ESPP Purchase	Issuer			1	03/07/2014	Cash

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Nothing to Report

144: Remarks and Signature

Remarks
Date of Notice	09/11/2026
ATTENTION:
The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.
Signature	/s/Wade Moss, as a duly authorized representative of Fidelity Brokerage Services LLC, as attorney-in-fact for Phoebe A. Wood
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)