What is Jeffrey H. Kupor’s Invesco (IVZ) share ownership after the Form 4 transaction?

After the tax-withholding disposition, Jeffrey H. Kupor directly owns 125,818 Invesco common shares. This post-transaction holding is disclosed in the Form 4 and reflects his remaining direct ownership position following the delivery of shares for tax liabilities.

Invesco executive logs tax-withholding share disposition

Invesco Ltd. Senior Managing Director Jeffrey H. Kupor reported a tax-related share disposition on Form 4.

Filing Impact

(Very High)

Filing Sentiment

(Neutral)How Sentiment works

Sentiment and the balance of points

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Form Type

Rhea-AI Filing Summary

Invesco Ltd. Senior Managing Director Jeffrey H. Kupor reported a tax-related share disposition on Form 4. He delivered 26,002 common shares at $27.01 per share to satisfy tax obligations, a transaction classified as a tax-withholding disposition rather than an open-market sale. Following this event, he directly owns 125,818 common shares.

Insider Trade Summary

Exercise Price or Tax Liability: 26,002 shares

Exercise Price or Tax Liability 1 txn

Insider Kupor Jeffrey H

Role Senior Managing Director

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Shares	26,002	$27.01	$702K

Holdings After Transaction: Common Shares — 125,818 shares (Direct)

Key Figures

Tax-withholding shares: 26,002 shares Share value for tax delivery: $27.01 per share Post-transaction holdings: 125,818 shares

3 metrics

Tax-withholding shares 26,002 shares Common shares delivered to cover tax liability

Share value for tax delivery $27.01 per share Price used for tax-withholding disposition

Post-transaction holdings 125,818 shares Direct common share ownership after disposition

Key Terms

tax-withholding disposition, Payment of exercise price or tax liability by delivering securities, Form 4

3 terms

tax-withholding disposition financial

"a tax-withholding disposition of 26,002 common shares"

A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.

Payment of exercise price or tax liability by delivering securities financial

"transaction code description: Payment of exercise price or tax liability by delivering securities"

Form 4 regulatory

"reported a tax-related share disposition on Form 4"

Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.

FAQ

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

What insider transaction did Invesco (IVZ) report for Jeffrey H. Kupor?

Invesco Senior Managing Director Jeffrey H. Kupor reported a tax-withholding disposition of 26,002 common shares. The shares were delivered to cover tax obligations, not sold in the open market, and were reported on a Form 4 insider filing.

Was Jeffrey H. Kupor’s Invesco (IVZ) Form 4 transaction an open-market sale?

No, the Form 4 shows a tax-withholding disposition coded “F,” not an open-market sale. Shares were delivered at $27.01 per share to satisfy tax liabilities, which is a routine administrative event rather than a discretionary trading decision.

How many Invesco (IVZ) shares did Jeffrey H. Kupor dispose of for taxes?

Jeffrey H. Kupor disposed of 26,002 Invesco common shares through a tax-withholding transaction. These shares were used to pay tax obligations associated with equity compensation, according to the Form 4’s transaction code and description fields.

What does transaction code “F” mean in the Invesco (IVZ) Form 4 filing?

Transaction code “F” indicates payment of an exercise price or tax liability by delivering securities. In this Invesco Form 4, it shows Jeffrey H. Kupor delivered 26,002 common shares at $27.01 per share to cover tax obligations, not to execute a market trade.

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

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Accepted by SEC EDGAR 07/07/2026 - 10:41 AM

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Kupor Jeffrey H

(Last)

(First)

(Middle)

1331 SPRING STREET, NW

SUITE 2500

(Street)

ATLANTA

GEORGIA

30309

(City)

(State)

(Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
Invesco Ltd. [ IVZ ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director	10% Owner
X	Officer (give title below)	Other (specify below)
	Senior Managing Director

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
07/02/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Shares	07/02/2026		F		26,002	D	$27.01	125,818	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

Explanation of Responses:

Remarks:

	/s/ Rebecca Smith, as Attorney-in-Fact	07/07/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR