DUKES LAURA ALLISON 4

What Happened Laura Allison Dukes, Chief Financial Officer of Invesco Ltd. (IVZ), disposed of 52,003 shares on July 2, 2026. The shares were reported as disposed at $27.01 per share for a total of about $1,404,601. The filing indicates this was to satisfy tax withholding or related exercise costs (transaction code F), not a routine open-market sale for investment purposes.

Key Details

• Transaction date: July 2, 2026
• Price and amount: 52,003 shares at $27.01 per share; proceeds ≈ $1,404,601
• Transaction type: Code F — payment of exercise price or tax liability (shares used to cover taxes)
• Filing date: July 7, 2026 (filed five calendar days after the transaction; appears late for the typical Form 4 reporting window)
• Shares owned after transaction: Not specified in the provided transaction details
• No 10b5-1 plan or other footnotes were indicated in the supplied data

Context Code F transactions commonly reflect tax-withholding arrangements tied to option exercises or vesting events (a cashless or share-withholding settlement), and are routine for executives. Such disposals are administrative (to meet tax obligations) and do not necessarily indicate a change in the insider’s view of the company.