Invesco CEO reports bona fide gift of 18,800 common shares

Invesco Ltd. reported an insider share transfer by its President and CEO, who is also a director.

Rhea-AI Filing Summary

Invesco Ltd. reported an insider share transfer by its President and CEO, who is also a director. On 12/11/2025, the reporting person made a transaction in Invesco common shares classified as a code "G" event, which the filing explains as a bona fide gift. The transaction involved 18,800 common shares at a stated price of $0, reflecting that no sale proceeds were received.

Following this gift, the reporting person directly beneficially owned 814,083 common shares of Invesco Ltd., according to the filing. The form indicates the filing is made by one reporting person and confirms their roles as both President and CEO and a director of the company.

Insider Trade Summary

18,800 shares gifted

Gift 1 txn

Insider Schlossberg Andrew

Role President and CEO

Type	Security	Shares	Price	Value
Gift	Common Shares	18,800	$0.00	$0.00

Holdings After Transaction: Common Shares — 814,083 shares (Direct)

Footnotes (1)

1. F1. This transaction is a bonafide gift.

FAQ

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

What insider transaction did Invesco Ltd. (IVZ) disclose in this Form 4?

The filing reports that Invesco Ltd.'s President, CEO, and director made a bona fide gift of 18,800 common shares of Invesco on 12/11/2025.

How many Invesco (IVZ) shares did the insider own after the reported gift?

After the reported gift of 18,800 shares, the reporting person beneficially owned 814,083 Invesco common shares in direct ownership.

What was the transaction code and price for the Invesco (IVZ) insider share transfer?

The transaction was coded "G", which the filing describes as a bona fide gift, and the shares were reported at a price of $0 per share.

What is the relationship of the reporting person to Invesco Ltd. (IVZ)?

The reporting person is identified as both a Director and an Officer, serving as President and CEO of Invesco Ltd.

Was this Invesco (IVZ) Form 4 filed for one insider or multiple insiders?

The form indicates that it is a Form filed by One Reporting Person, not a joint filing by multiple insiders.

Does the Invesco (IVZ) insider transaction involve derivative securities?

The filing includes a section for derivative securities but does not report any derivative securities acquired or disposed of in this transaction.

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

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Accepted by SEC EDGAR 12/12/2025 - 01:25 PM 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^*

Schlossberg Andrew

(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)

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

3. Date of Earliest Transaction (Month/Day/Year)
12/11/2025

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	12/11/2025		G(1)		18,800	D	$0	814,083	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

Explanation of Responses:

1. This transaction is a bonafide gift.

Remarks:

	/s/ Rebecca Smith, as Attorney-in-Fact	12/12/2025
	** 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.