Invesco (NYSE: IVZ) exec logs RSU awards and tax share withholding

Rhea-AI Filing Summary

Invesco Ltd. senior managing director Jeffrey H. Kupor reported multiple equity compensation transactions dated 2026-02-28. He acquired restricted stock units and common shares through awards and derivative exercises, and disposed of a portion of common shares to cover tax obligations.

The filing shows exercises of restricted stock units covering 5,003 units and 6,140 units, along with a grant of 35,343 new restricted stock units, each representing a right to receive one Invesco common share. He also received 5,003 and 6,140 common shares as awards, and 7,130 common shares were withheld at a price of $26.26 per share to satisfy tax liabilities.

Insider Trade Summary

Net Buyer: 4,013 shares

Net Buy 6 txns

Insider Kupor Jeffrey H

Role Senior Managing Director

Type	Security	Shares	Price	Value
Exercise	Restricted Stock Units	5,003	$0.00	$0.00
Exercise	Restricted Stock Units	6,140	$0.00	$0.00
Grant/Award	Restricted Stock Units	35,343	$0.00	$0.00
Grant/Award	Common Shares	5,003	$0.00	$0.00
Grant/Award	Common Shares	6,140	$0.00	$0.00
Exercise Price or Tax Liability	Common Shares	7,130	$26.26	$187K

Holdings After Transaction: Restricted Stock Units — 63,772 shares (Direct); Common Shares — 151,820 shares (Direct)

Footnotes (2)

1. F1. Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd.
2. F2. The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment.

FAQ

What insider transactions did Jeffrey H. Kupor report in Invesco (IVZ) Form 4?

Jeffrey H. Kupor reported equity compensation activity on 2026-02-28, including restricted stock unit exercises, new restricted stock unit grants, common share awards, and a tax-withholding share disposition. These transactions reflect routine updates to his Invesco equity holdings tied to compensation.

How many restricted stock units did Invesco (IVZ) executive Jeffrey H. Kupor acquire?

Jeffrey H. Kupor exercised 5,003 and 6,140 restricted stock units and received a new grant of 35,343 restricted stock units. Each unit represents a contingent right to receive one Invesco common share, vesting in four equal installments and expiring upon termination of employment.

What common share awards were reported for Jeffrey H. Kupor at Invesco (IVZ)?

Kupor reported two common share awards on 2026-02-28, receiving 5,003 and 6,140 Invesco common shares at a price of $0.00 per share. These awards increased his directly owned common share balance as part of his overall equity compensation package.

What does the Form 4 tax-withholding disposition mean for Invesco (IVZ) shares?

The filing shows 7,130 Invesco common shares disposed of at $26.26 per share as a tax-withholding transaction. This “F” code disposition indicates shares were delivered to satisfy tax liabilities rather than representing an open-market sale by Jeffrey H. Kupor.

How do the restricted stock units for Invesco (IVZ) vest for Jeffrey H. Kupor?

The restricted stock units vest in four equal installments and expire upon the employee’s termination of employment. Each unit gives Kupor a contingent right to receive one Invesco common share, aligning his compensation with the company’s long-term performance and service.

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

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Form 4 Insider Transactions: What Each Field Means →

Accepted by SEC EDGAR 03/03/2026 - 09:44 AM Learn about SEC filing dates

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 GA 30309

(City) (State) (Zip)

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

3. Date of Earliest Transaction (Month/Day/Year)
02/28/2026

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

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

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

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)
			Code	V	Amount	(A) or (D)	Price
Common Shares	02/28/2026		A		5,003	A	$0	152,810	D
Common Shares	02/28/2026		A		6,140	A	$0	158,950	D
Common Shares	02/28/2026		F		7,130	D	$26.26	151,820	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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Restricted Stock Units(1)	$0	02/28/2026		M			5,003	(2)	(2)	Common Shares	5,003	$0	10,007	D
Restricted Stock Units(1)	$0	02/28/2026		M			6,140	(2)	(2)	Common Shares	6,140	$0	18,422	D
Restricted Stock Units(1)	$0	02/28/2026		A		35,343		(2)	(2)	Common Shares	35,343	$0	35,343	D

Explanation of Responses:

1. Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd.

2. The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment.

Remarks:

	/s/ Rebecca Smith, as Attorney-in-Fact	03/03/2026
	** 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.