Welcome to our dedicated page for Invesco Ltd. SEC filings (Ticker: IVZ), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Invesco Ltd. filings document the formal disclosures of a Bermuda-incorporated global asset manager, including 8-K reports for quarterly results and Regulation FD updates on preliminary assets under management. Those records attach press releases covering AUM by strategy, flows, market and foreign-exchange effects, management fees, service and distribution fees, expenses and related operating metrics.
Proxy materials describe annual general meeting mechanics, shareholder voting matters, board governance and executive compensation. Other filings cover common-stock repurchase authorizations, exhibits filed with material-event reports, and the Form 25 record for removal from NYSE listing and Section 12(b) registration of Invesco’s 3.750% Senior Notes due 2026.
Invesco Ltd. Senior Managing Director Douglas J. Sharp reported equity awards and related tax withholding. On February 28, 2026, he was granted 80,969 Restricted Stock Units, each representing a contingent right to receive one Invesco common share, and 46,138 common shares, both at a stated price of $0.00 per share.
The Restricted Stock Units vest in four equal annual installments and expire upon termination of employment. On the same date, 21,685 common shares were disposed of at $26.26 per share in a tax-withholding disposition, leaving 40,115 common shares held directly after the transactions.
Invesco Ltd. director and President & CEO Andrew Schlossberg reported multiple equity transactions dated February 28, 2026. He acquired restricted stock units (RSUs) through exercises and new grants at a price of $0.00 per unit, and also received common share awards at no cost.
Each RSU represents a contingent right to receive one Invesco common share and vests in four equal annual installments, expiring upon termination of employment. The filing also shows a tax-withholding disposition of 94,002 common shares at $26.26 per share, used to cover tax obligations related to these awards.
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.
Invesco Ltd. senior managing director Jeffrey H. Kupor reported multiple equity compensation transactions dated 2026-02-28. He acquired restricted stock units and common shares through awards and derivative exercises, and disposed of a portion of common shares to cover tax obligations.
The filing shows exercises of restricted stock units covering 5,003 units and 6,140 units, along with a grant of 35,343 new restricted stock units, each representing a right to receive one Invesco common share. He also received 5,003 and 6,140 common shares as awards, and 7,130 common shares were withheld at a price of $26.26 per share to satisfy tax liabilities.
Invesco Ltd. senior managing director and CIOO Shannon A. Johnston reported multiple equity compensation transactions. Johnston exercised 8,913 Restricted Stock Units into Common Shares, received a new grant of 37,825 Restricted Stock Units, and was awarded 8,913 Common Shares. To cover tax obligations, 3,970 Common Shares were disposed of at $26.26 per share through a tax-withholding transaction. Each Restricted Stock Unit represents a contingent right to one Common Share and vests in four equal annual installments, expiring upon termination of employment.
Invesco Ltd. Chief Financial Officer Laura Allison Dukes reported multiple equity compensation transactions. On February 28, 2026, she received 73,257 Restricted Stock Units, each representing a contingent right to one common share, and acquired 107,152 common shares through stock awards and RSU conversions. As part of these events, 58,064 common shares were disposed of at $26.26 per share to satisfy tax withholding obligations, leaving her with 342,261 common shares directly held.
Invesco Ltd. Senior Managing Director Stephanie Butcher reported a mixed equity compensation transaction. She received a grant of 66,317 Restricted Stock Units, each representing a contingent right to one Invesco common share. The units vest in four equal annual installments and lapse if her employment terminates.
To satisfy tax obligations, 9,237 common shares were disposed of at $26.26 per share as a tax-withholding transaction rather than an open-market sale. Following these transactions, she directly holds 66,317 Restricted Stock Units and 20,618 common shares of Invesco.
Invesco Ltd. Senior Managing Director Tony Wong reported multiple equity compensation transactions dated February 28, 2026. He acquired Restricted Stock Units (RSUs) through two derivative exercises of 15,343 and 16,612 RSUs, and received a new grant of 66,317 RSUs, each representing a right to one common share and vesting in four equal installments. He also acquired 15,343 and 16,612 common shares as awards, and had 17,854 common shares disposed at $26.26 per share to satisfy tax obligations, leaving him with 126,971 common shares directly owned.
Invesco Ltd. files its annual report describing a diversified global asset manager with approximately $2.2 trillion in assets under management as of December 31, 2025, serving clients in more than 120 countries.
Retail assets were $1,515.7 billion and institutional assets $654.2 billion, with strong representation across the Americas, EMEA and APAC and broad capabilities spanning ETFs and index, fundamental equity and fixed income, private markets, multi-asset and liquidity products.
The company highlights major industry shifts, including fee pressure, growth in private markets, passive investing, digital distribution and AI, and outlines extensive risk factors such as market volatility, credit and liquidity risk, foreign exchange movements, cyber threats, ESG and AI-related regulatory uncertainty, and reliance on key personnel and distribution partners.
Invesco also reports significant balance sheet exposures, including $8,477.1 million of goodwill, $3,927.3 million of intangible assets and $1,166.3 million in seed capital and co-investments, and notes a non-cash $1,794.9 million impairment of U.S. retail mutual fund management contracts in 2025.
Invesco Ltd. announced that its board approved a new 2025 Share Repurchase Plan authorizing the company to buy back up to an additional $1.0 billion of its common stock. This new authorization has no time limit or expiration date.
The new plan is in addition to Invesco’s existing 2016 Share Repurchase Plan, under which approximately $213.4 million remained authorized for repurchases as of February 19, 2026. Repurchases may be made through open-market, block, or privately negotiated transactions, including Rule 10b5-1 trading plans, but the company is not obligated to repurchase any shares.