Was Sarah Beshar’s Invesco (IVZ) share acquisition an open‑market purchase?

The acquisition was not an open‑market purchase. The Form 4 shows transaction code “A,” indicating a grant, award, or other acquisition at a price of $0.0000 per share, consistent with stock-based compensation rather than buying shares on the market.

How large is the reported Invesco (IVZ) share grant to Sarah Beshar?

The Form 4 reports a grant of 8,112 Common Shares to Sarah Beshar. These shares were awarded at a stated price of $0.0000 per share, reflecting a compensation-related equity grant rather than a cash-financed investment transaction in the open market.

Director Sarah Beshar receives 8,112 Invesco (IVZ) shares in equity grant

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

Beshar Sarah reported acquisition or exercise transactions in this Form 4 filing.

Invesco Ltd. director Sarah Beshar received an equity award of 8,112 Common Shares on May 15, 2026. The shares were granted at no cash cost, reflecting a stock-based compensation award rather than an open-market purchase. After this grant, she directly holds 115,165.991 Common Shares. This total includes 18.593 shares that were added through a dividend reinvestment program, showing that a small portion of her holdings has accrued automatically from reinvested dividends rather than new discretionary transactions.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Beshar Sarah

Role null

Type	Security	Shares	Price	Value
Grant/Award	Common Shares	8,112	$0.00	--

Holdings After Transaction: Common Shares — 115,165.991 shares (Direct, null)

Footnotes (1)

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Key Figures

Equity grant: 8,112 shares Grant price: $0.0000 per share Total holdings after grant: 115,165.991 shares +2 more

5 metrics

Equity grant 8,112 shares Common Shares awarded on May 15, 2026

Grant price $0.0000 per share Stock-based compensation, not market purchase

Total holdings after grant 115,165.991 shares Directly held Common Shares following the award

Dividend reinvestment shares 18.593 shares Received through dividend reinvestment program

Transactions classified as acquisition 1 transaction Grant/award or other acquisition (code A)

Key Terms

Grant, award, or other acquisition, dividend reinvestment program, Common Shares, Form 4

4 terms

Grant, award, or other acquisition financial

"transaction_code_description: Grant, award, or other acquisition"

dividend reinvestment program financial

"includes 18.593 shares received through a dividend reinvestment program"

A dividend reinvestment program lets investors automatically use cash dividends to buy more shares of the same company instead of taking the money as cash. Think of it like an automatic savings plan that turns small payouts into additional ownership, often including fractional shares, which can speed up compound growth and reduce the need for manual buying decisions — a convenience that can boost long-term returns for shareholders.

Common Shares financial

"security_title: Common Shares"

Common shares are the basic units of ownership in a company that give holders a claim on profits and a right to vote on key matters, like electing the board. Think of them as membership cards in a club: they let you share in successes and losses, but in a bankruptcy or liquidation they are paid after creditors and preferred shareholders, so their value can swing more and matters for assessing risk and potential return.

Form 4 regulatory

"INSIDER FILING DATA (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.

Form 4 Insider Transactions: What Each Field Means →

05/19/2026 - 05:07 PM

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^*

Beshar Sarah

(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)

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

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
05/15/2026

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	05/15/2026		A		8,112	A	$0	115,165.991⁽¹⁾	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:

1. This number includes 18.593 shares received through a dividend reinvestment program.

Remarks:

This Form 4 reports the acquisition by the reporting person of Common Shares resulting from an equity grant to the registrant's non-executive directors.

	/s/ Rebecca Smith, as Attorney-in-Fact	05/19/2026
	** 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

FAQ

What did Invesco (IVZ) director Sarah Beshar report in this Form 4 filing?

Sarah Beshar reported receiving 8,112 Invesco Common Shares as an equity grant. The shares were awarded at no cash price and represent stock-based compensation, not an open‑market purchase, increasing her directly held position in the company.

How many Invesco (IVZ) shares does Sarah Beshar hold after the reported grant?

After the reported grant, Sarah Beshar directly holds 115,165.991 Invesco Common Shares. This figure reflects her total direct ownership following the 8,112‑share award and includes a small number of shares from a dividend reinvestment program.

What does the dividend reinvestment footnote mean in Sarah Beshar’s Invesco (IVZ) filing?

The footnote explains that 18.593 of Sarah Beshar’s Invesco shares were received through a dividend reinvestment program. Instead of taking cash dividends, those amounts were automatically used to acquire additional shares, modestly increasing her total holdings over time.