Schlossberg Andrew 4

What Happened
Andrew Schlossberg, President, CEO and a director of Invesco Ltd. (IVZ), disposed of 156,007 shares on July 2, 2026. The shares were reported as surrendered/withheld at $27.01 per share for a total value of $4,213,749. This filing (transaction code F) indicates shares were used to pay taxes or the exercise price associated with equity compensation rather than an open-market sale — a routine administrative transaction rather than an explicit directional investment signal.

Key Details

• Transaction date: 2026-07-02; Filing date (Form 4): 2026-07-07 (5 days after the transaction). Compare to the SEC two-business-day reporting rule if timeliness is a concern.
• Shares surrendered/withheld (disposed): 156,007 at $27.01 each; total value $4,213,749.
• Transaction code: F — payment of exercise price or tax liability by delivering or withholding securities.
• Shares owned after the transaction: not disclosed in the provided filing details.
• Notes: This appears to be tax withholding (often a cashless/Net Share Settlement) tied to equity awards or option exercises, not a public sale.

Context
When insiders surrender shares to cover taxes, it’s typically an administrative step following vesting or option exercise. Such transactions are common and do not necessarily indicate the insider’s view of the company’s stock.