STOCK TITAN

Director at Invesco (NYSE: IVZ) awarded 8,112 company Common Shares

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

WOOD PHOEBE A reported acquisition or exercise transactions in this Form 4 filing.

Invesco Ltd. director Phoebe A. Wood received a grant of 8,112 Common Shares of the company on May 15, 2026 at no purchase price, as part of compensation. After this award, she directly holds a total of 110,111.157 Common Shares, indicating a routine equity-based grant.

Positive

  • None.

Negative

  • None.
Insider WOOD PHOEBE A
Role null
Type Security Shares Price Value
Grant/Award Common Shares 8,112 $0.00 --
Holdings After Transaction: Common Shares — 110,111.157 shares (Direct, null)
Footnotes (1)
Shares granted 8,112 Common Shares Equity grant to director on May 15, 2026
Grant price per share $0.0000 per share Recorded value for the 8,112-share award
Total shares after transaction 110,111.157 Common Shares Director’s direct holdings following the grant
Transaction code A (Grant, award, or other acquisition) Indicates compensation-related share acquisition
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.
Grant, award, or other acquisition financial
"transaction_code_description: "Grant, award, or other acquisition""
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.
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SEC Form 4
FORM 4UNITED 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*
WOOD PHOEBE A

(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)
XDirector10% 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)
XForm 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)
CodeVAmount(A) or (D)Price
Common Shares05/15/2026A8,112A$0110,111.157D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
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-Fact05/19/2026
** Signature of Reporting PersonDate
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)

FAQ

What insider transaction did Invesco (IVZ) report for Phoebe A. Wood?

Invesco reported that director Phoebe A. Wood received a grant of 8,112 Common Shares. The award was recorded at a price of $0.0000 per share, indicating a compensation-related equity grant rather than an open-market purchase.

How many Invesco (IVZ) shares does Phoebe A. Wood hold after this grant?

After the reported grant, Phoebe A. Wood directly holds 110,111.157 Invesco Common Shares. This total includes the 8,112-share award received on May 15, 2026, as disclosed in the Form 4 insider filing.

Was the Invesco (IVZ) insider transaction an open-market buy or a grant?

The transaction was a grant or award acquisition of shares, not an open-market purchase. The Form 4 lists transaction code “A” and describes it as a “Grant, award, or other acquisition” with a per-share price of $0.0000.

Does the Invesco (IVZ) Form 4 show any share sales by Phoebe A. Wood?

The Form 4 does not report any share sales for this event. It shows one acquisition transaction, coded “A” for a grant or award of 8,112 Common Shares, with no corresponding dispositions or sales in the same filing.

Is Phoebe A. Wood’s Invesco (IVZ) share ownership direct or indirect?

The filing characterizes Phoebe A. Wood’s holdings as direct ownership. The ownership code is listed as “D,” and the nature of ownership field does not indicate trusts, partnerships, or other indirect holding entities for these Common Shares.