Is Tony Wong’s Invesco (IVZ) share ownership direct or indirect after the transaction?

The Form 4 lists Tony Wong’s 112,870 Invesco common shares as directly owned. The ownership form column is marked “D,” and the filing provides no footnotes describing any indirect or entity-based beneficial ownership structure for these shares.

Invesco Senior MD Disposes 40,113 Shares

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Filing Sentiment

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Form Type

Rhea-AI Filing Summary

Invesco Ltd. executive Tony Wong, a Senior Managing Director, reported a disposition of 40,113 common shares of Invesco on February 6, 2026 at a price of $26.82 per share, coded as transaction type “F.”

Following this transaction, Wong directly beneficially owns 112,870 common shares of Invesco. The filing reflects a single non-derivative share transaction and shows no derivative securities activity.

Insider Trade Summary

Exercise Price or Tax Liability: 40,113 shares

Exercise Price or Tax Liability 1 txn

Insider Wong Tony

Role Senior Managing Director

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Shares	40,113	$26.82	$1.08M

Holdings After Transaction: Common Shares — 112,870 shares (Direct)

FAQ

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

What insider transaction did Tony Wong report at Invesco (IVZ)?

Tony Wong reported disposing of 40,113 Invesco common shares in a single transaction. The shares were reported at a price of $26.82 each on February 6, 2026, under transaction code “F,” which typically relates to share dispositions tied to equity-based compensation.

What is Tony Wong’s role at Invesco (IVZ) in this Form 4 filing?

Tony Wong is identified as a Senior Managing Director at Invesco Ltd. This officer role makes him a reporting person under Section 16 rules, requiring disclosure of his transactions in Invesco equity through forms such as this Form 4.

How many Invesco (IVZ) shares does Tony Wong hold after the reported trade?

After the reported transaction, Tony Wong beneficially owns 112,870 Invesco common shares. The filing shows this position as directly held, reflecting his ownership immediately following the February 6, 2026 share disposition.

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

In this Form 4, the transaction is labeled with code “F,” indicating a disposition connected to equity compensation. This code is commonly used when shares are withheld or used to cover obligations related to stock awards under company compensation plans.

Were any derivative securities reported for Tony Wong in this Invesco (IVZ) Form 4?

No derivative securities were reported for Tony Wong in this filing. The Form 4’s derivative table contains no entries, indicating the reported activity involved only non-derivative Invesco common shares on the specified transaction date.

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

Form 4 Insider Transactions: What Each Field Means →

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Accepted by SEC EDGAR 02/10/2026 - 02:01 PM

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^*

Wong Tony

(Last)

(First)

(Middle)

1331 SPRING STREET, NW

SUITE 2500

(Street)

ATLANTA

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)

	Director	10% Owner
X	Officer (give title below)	Other (specify below)
	Senior Managing Director

3. Date of Earliest Transaction (Month/Day/Year)
02/06/2026

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Shares	02/06/2026		F		40,113	D	$26.82	112,870	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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

Explanation of Responses:

Remarks:

	/s/ Rebecca Smith, as Attorney-in-Fact	02/10/2026
	** 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.

Source: View Original Filing on SEC EDGAR