Invesco (IVZ) senior managing director reports multiple stock and RSU grants
Rhea-AI Filing Summary
Invesco Ltd. Senior Managing Director Andrew Tak Shing Lo reported a series of equity compensation transactions on February 28, 2026. He exercised several restricted stock unit (RSU) awards at $0.00 per share, converting them into common shares.
On the same date, he also received new grants of RSUs and common shares at $0.00 per share, increasing his directly held common shares to 839,093. Footnotes state the RSUs are contingent rights that vest in a single installment on the third anniversary of the grant date and expire upon termination of employment.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 150,267 shares
Net Buy
10 txns
Insider
Lo Andrew Tak Shing
Role
Senior Managing Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units | 16,479 | $0.00 | $0.00 |
| Exercise | Restricted Stock Units | 14,333 | $0.00 | $0.00 |
| Exercise | Restricted Stock Units | 17,923 | $0.00 | $0.00 |
| Exercise | Restricted Stock Units | 18,113 | $0.00 | $0.00 |
| Grant/Award | Restricted Stock Units | 77,370 | $0.00 | $0.00 |
| Grant/Award | Common Shares | 16,479 | $0.00 | $0.00 |
| Grant/Award | Common Shares | 83,419 | $0.00 | $0.00 |
| Grant/Award | Common Shares | 14,333 | $0.00 | $0.00 |
| Grant/Award | Common Shares | 17,923 | $0.00 | $0.00 |
| Grant/Award | Common Shares | 18,113 | $0.00 | $0.00 |
Holdings After Transaction:
Restricted Stock Units — 181,892 shares (Direct);
Common Shares — 839,093 shares (Direct)
Footnotes (2)
- F1. The Restricted Stock Unit represents a contingent right to receive on Common Share oof Invesco Ltd.
- F2. The Restricted Stock Units vest in one installment on the third anniversary of the grant date and expire upon the employee's termination of employment.
FAQ
What insider transactions did Andrew Tak Shing Lo report at Invesco (IVZ)?
Andrew Tak Shing Lo reported multiple equity compensation transactions, including RSU exercises and new grants. These involved restricted stock units and common shares of Invesco Ltd., all at $0.00 per share, and were recorded as awards rather than open-market purchases or sales.
What type of securities were involved in Andrew Tak Shing Lo’s Invesco (IVZ) Form 4 filing?
The filing covers restricted stock units and common shares of Invesco Ltd. RSUs are derivative securities that convert into common shares, while the reported common share entries reflect grant or award acquisitions made at a price of $0.00 per share.
Were Andrew Tak Shing Lo’s Invesco (IVZ) transactions open-market buys or sells?
The transactions were not open-market buys or sells. They are classified as RSU exercises and grant or award acquisitions at $0.00 per share, representing equity compensation rather than discretionary market trading in Invesco stock.
How do the restricted stock units for Invesco (IVZ) vest for Andrew Tak Shing Lo?
The restricted stock units vest in one installment on the third anniversary of the grant date. According to the footnotes, they expire upon the employee’s termination of employment, meaning continued service is required to realize the underlying Invesco common shares.
What is the transaction direction in Andrew Tak Shing Lo’s Invesco (IVZ) Form 4?
All reported transactions are classified as acquisitions. They include derivative exercises or conversions of RSUs and grant or award acquisitions of RSUs and common shares, with no dispositions or sales reported in this particular Form 4 filing.
AI-generated analysis. How Rhea-AI works. Not financial advice.
