Invesco exec exercises 65K RSUs, withholds shares

The RSUs vest in four equal installments, and no Rule 10b5-1 trading plan was disclosed with Butcher’s share acquisition.

Rhea-AI Filing Summary

Invesco Ltd. (IVZ) reported that Senior Managing Director Stephanie Butcher exercised 65,442 Restricted Stock Units into an equal number of Common Shares on August 31, 2026. On the same date she acquired these shares as awards and delivered or had withheld 30,760 Common Shares to cover exercise price or tax liability. The RSUs each represent a contingent right to one common share and vest in four equal installments. No Rule 10b5-1 trading plan is reported.

Insider Trade Summary

65,442 shares exercised/converted

Exercise 9 txns

Insider Butcher Stephanie

Role Senior Managing Director

Type	Security	Shares	Price	Value
Exercise	Restricted Stock Units F1, F2	25,497	$0.00	$0.00
Exercise	Restricted Stock Units F1, F2	19,179	$0.00	$0.00
Exercise	Restricted Stock Units F1, F2	20,766	$0.00	$0.00
Grant/Award	Common Shares	25,497	$0.00	$0.00
Exercise Price or Tax Liability	Common Shares	11,984	$32.78	$393K
Grant/Award	Common Shares	19,179	$0.00	$0.00
Exercise Price or Tax Liability	Common Shares	9,015	$32.78	$296K
Grant/Award	Common Shares	20,766	$0.00	$0.00
Exercise Price or Tax Liability	Common Shares	9,761	$32.78	$320K

Holdings After Transaction: Restricted Stock Units — 126,693 contracts (Direct); Common Shares — 55,300 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.

Key Figures

Restricted Stock Units exercised: 65,442 units Common Shares delivered or withheld: 30,760 shares Per-share amount for tax/exercise: $32.78 per share +1 more

4 metrics

Restricted Stock Units exercised 65,442 units Total RSUs exercised into Common Shares on August 31, 2026

Common Shares delivered or withheld 30,760 shares Shares for payment of exercise price or tax liability on August 31, 2026

Per-share amount for tax/exercise $32.78 per share Price used for Common Shares delivered or withheld (code F transactions)

RSU installment vesting 4 installments Restricted Stock Units vest in four equal installments

Key Terms

Restricted Stock Units, Common Shares, exercise price or tax liability, vest in four equal installments

4 terms

Restricted Stock Units financial

"Each Restricted Stock Unit represents a contingent right to receive one Common share"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

Common Shares financial

"contingent right to receive one Common share of Invesco Ltd."

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.

exercise price or tax liability financial

"Payment of exercise price or tax liability by delivering or withholding securities"

vest in four equal installments financial

"The Restricted Stock Units vest in four equal installments and expire"

FAQ

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

What insider transactions did IVZ executive Stephanie Butcher report on August 31, 2026?

Stephanie Butcher reported exercising 65,442 Restricted Stock Units into an equal number of Invesco Ltd. Common Shares and related share dispositions for exercise price or tax liability, all dated August 31, 2026.

How many Invesco Ltd. (IVZ) Restricted Stock Units did Stephanie Butcher convert to shares?

She converted a total of 65,442 Restricted Stock Units into 65,442 Common Shares of Invesco Ltd., in three separate transactions of 25,497, 19,179, and 20,766 units.

How many IVZ shares were used to cover exercise price or tax for Stephanie Butcher?

A total of 30,760 Common Shares of Invesco Ltd. were delivered or withheld to pay exercise price or tax liability, in three transactions of 11,984, 9,015, and 9,761 shares at $32.78 per share.

Were Stephanie Butcher’s IVZ transactions made under a Rule 10b5-1 plan?

No. The filing indicates no Rule 10b5-1 trading plan applies to these transactions.

How do Stephanie Butcher’s IVZ Restricted Stock Units vest?

Her Invesco Ltd. Restricted Stock Units vest in four equal installments and expire upon termination of employment, with each RSU representing a contingent right to receive one Common Share.

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

Form 4 Insider Transactions: What Each Field Means →

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Available on EDGAR 09/02/2026 - 01:14 PM EDT Accepted by SEC EDGAR 09/02/2026 - 01:13 PM EDT 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^*

Butcher Stephanie

(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)
08/31/2026

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)
			Code	V	Amount	(A) or (D)	Price
Common Shares	08/31/2026		A		25,497	A	$0	46,115	D
Common Shares	08/31/2026		F		11,984	D	$32.78	34,131	D
Common Shares	08/31/2026		A		19,179	A	$0	53,310	D
Common Shares	08/31/2026		F		9,015	D	$32.78	44,295	D
Common Shares	08/31/2026		A		20,766	A	$0	65,061	D
Common Shares	08/31/2026		F		9,761	D	$32.78	55,300	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	08/31/2026		M			25,497	(2)	(2)	Common Shares	25,497	$0	25,497	D
Restricted Stock Units(1)	$0	08/31/2026		M			19,179	(2)	(2)	Common Shares	19,179	$0	38,358	D
Restricted Stock Units(1)	$0	08/31/2026		M			20,766	(2)	(2)	Common Shares	20,766	$0	62,838	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	09/02/2026
	** 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)