Invesco (IVZ) senior managing director delivers shares to cover tax liability
Filing Impact
Filing Sentiment
Form Type
4
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.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
Kupor Jeffrey H
Role
Senior Managing Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Shares | 26,002 | $27.01 | $702K |
Holdings After Transaction:
Common Shares — 125,818 shares (Direct, null)
Footnotes (1)
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
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.
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.