Invesco (IVZ) director granted 8,112 shares, now holds 107,870 directly

Rhea-AI Filing Summary

WAGONER G RICHARD JR reported acquisition or exercise transactions in this Form 4 filing.

Invesco Ltd. director G. Richard Wagoner Jr. reported an equity award and updated holdings. He received a grant of 8,112 Common Shares at $0.00 per share as a compensation-related award, bringing his direct ownership to 107,870 Common Shares. A separate entry shows 15,000 Common Shares held indirectly by trust, reflecting additional beneficial ownership through that entity.

Insider Trade Summary

Net Buyer: 8,112 shares

Net Buy 2 txns

Insider WAGONER G RICHARD JR

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Common Shares	8,112	$0.00	$0.00
holding	Common Shares	--	--	--

Holdings After Transaction: Common Shares — 107,870 shares (Direct); Common Shares — 15,000 shares (Indirect, By Trust)

Key Figures

Share grant size: 8,112 shares Grant price: $0.00 per share Direct holdings after grant: 107,870 shares +1 more

4 metrics

Share grant size 8,112 shares Common Shares granted with code A

Grant price $0.00 per share Price for 8,112-share award

Direct holdings after grant 107,870 shares Common Shares held directly after transaction

Indirect trust holdings 15,000 shares Common Shares held indirectly by trust

Key Terms

Common Shares, Grant, award, or other acquisition, Indirect ownership, By Trust

4 terms

Common Shares financial

"security_title: "Common Shares" for both reported holdings"

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""

Indirect ownership financial

"ownership_type: "indirect" with nature_of_ownership "By Trust""

By Trust financial

"nature_of_ownership: "By Trust" for 15,000-share holding entry"

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 05/19/2026 - 05:40 PM Learn about SEC filing dates

FAQ

What insider transaction did Invesco (IVZ) director G. Richard Wagoner Jr. report?

He reported a grant of 8,112 Invesco Common Shares. The filing classifies it as a compensation-related grant or award at $0.00 per share, increasing his directly held stake in the company’s stock.

How many Invesco (IVZ) shares does G. Richard Wagoner Jr. now hold directly?

He now holds 107,870 Common Shares directly. This total reflects his position after receiving the 8,112-share grant, as disclosed in the non-derivative transaction section of the Form 4.

What is the nature of G. Richard Wagoner Jr.’s indirect Invesco (IVZ) holdings?

The Form 4 shows 15,000 Common Shares held indirectly by trust. This entry is categorized as indirect ownership, indicating the shares are owned through a trust rather than held in his own name.

Was the Invesco (IVZ) share grant to G. Richard Wagoner Jr. a market purchase?

No, it was a grant or award, not a market purchase. The transaction uses code “A” and lists a price of $0.00 per share, indicating a compensation-related acquisition from the company.

Does the Form 4 for Invesco (IVZ) show any insider share sales by G. Richard Wagoner Jr.?

The filing does not report any share sales. It records one acquisition via grant of 8,112 Common Shares and an indirect holding entry, with no sell transactions listed in the transaction summary.

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^*

WAGONER G RICHARD JR

(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)

X	Director		10% 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)

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	05/15/2026		A		8,112	A	$0	107,870	D
Common Shares								15,000	I	By Trust

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:

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-Fact	05/19/2026
	** 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)