Invesco (IVZ) CEO Schlossberg delivers 156,007 shares for tax withholding

Rhea-AI Filing Summary

Invesco Ltd. President and CEO Andrew Schlossberg reported a tax-withholding disposition of 156,007 Common Shares at $27.01 per share. These shares were delivered to cover tax obligations rather than sold in the open market. Following this transaction, he directly holds 742,708 Common Shares.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Schlossberg Andrew

Role President and CEO

Type	Security	Shares	Price	Value
Tax Withholding	Common Shares	156,007	$27.01	$4.21M

Holdings After Transaction: Common Shares — 742,708 shares (Direct, null)

Footnotes (1)

Key Figures

Tax-withholding shares: 156,007 shares Transaction price: $27.01 per share Shares after transaction: 742,708 shares +2 more

5 metrics

Tax-withholding shares 156,007 shares Common Shares delivered for tax obligations

Transaction price $27.01 per share Value used for tax-withholding disposition

Shares after transaction 742,708 shares Direct holdings following disposition

Tax-withholding count 1 transaction transactionSummary taxWithholdingCount

Tax-withholding share total 156,007 shares transactionSummary taxWithholdingShares

Key Terms

tax-withholding disposition, Form 4, Common Shares, transaction code "F"

4 terms

tax-withholding disposition financial

"transaction_action: "tax-withholding disposition" for the Common Shares transaction"

A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.

Form 4 regulatory

"INSIDER FILING DATA (Form 4) describing the reported insider transaction"

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.

Common Shares financial

"security_title: "Common Shares" for the reported transaction"

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.

transaction code "F" regulatory

"transaction_code: "F" with description of payment of exercise price or tax liability"

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 07/07/2026 - 10:22 AM Accepted by SEC EDGAR 07/07/2026 - 10:18 AM Learn about SEC filing dates

FAQ

What insider transaction did Invesco (IVZ) CEO Andrew Schlossberg report?

Andrew Schlossberg reported a tax-withholding disposition of 156,007 Invesco Common Shares. The shares were delivered to satisfy tax obligations, not sold in the open market, and the transaction was recorded on a Form 4 dated July 2, 2026.

Was the Invesco (IVZ) CEO’s Form 4 transaction an open-market sale?

No, the transaction was coded “F,” indicating a tax-withholding disposition. Shares were delivered at $27.01 per share to cover tax liabilities, rather than being sold on the open market for discretionary portfolio or valuation reasons.

How many Invesco (IVZ) shares were involved in the CEO’s tax-withholding disposition?

The filing shows 156,007 Common Shares were used in the tax-withholding disposition. These shares were valued at a transaction price of $27.01 per share when delivered to satisfy the related tax obligations arising from an equity-related event.

How many Invesco (IVZ) shares does Andrew Schlossberg hold after this Form 4?

After the tax-withholding disposition, Andrew Schlossberg directly holds 742,708 Invesco Common Shares. This post-transaction balance, disclosed in the Form 4, indicates he retains a substantial equity position in the company following the reported tax-related share delivery.

What does transaction code “F” mean in the Invesco (IVZ) CEO’s Form 4?

Transaction code “F” denotes payment of an exercise price or tax liability by delivering securities. In this case, 156,007 Common Shares were delivered at $27.01 per share to cover tax obligations, rather than representing a voluntary buy or sell order.

Does the Invesco (IVZ) Form 4 show any derivative exercises by the CEO?

No derivative exercises are shown in this Form 4. The derivativeSummary is empty and transactionSummary lists zero derivative transaction count and zero exerciseShares, indicating only a tax-withholding disposition of existing Common Shares was reported.

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 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
X	Officer (give title below)		Other (specify below)
	President and CEO

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
07/02/2026

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	07/02/2026		F		156,007	D	$27.01	742,708	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:

Remarks:

	/s/ Rebecca Smith, as Attorney-in-Fact	07/07/2026
	** 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)