Kupor Jeffrey H 4

What Happened

Jeffrey H. Kupor, Senior Managing Director at Invesco Ltd. (IVZ), received multiple restricted stock unit (RSU) awards and executed conversions of RSUs into shares on Feb 28, 2026. The filing shows:

• Awards/Acquisitions: 5,003 RSUs and 6,140 RSUs (acquired at $0.00) and an additional grant of 35,343 RSUs (derivative award) — all RSUs represent a contingent right to one common share each.
• Exercise/Conversion: The 5,003 and 6,140 RSU-related derivatives were converted to shares (codes M; $0 exercise price).
• Tax withholding/disposition: 7,130 shares were disposed (code F) at $26.26 per share to satisfy tax withholding, yielding $187,234.

This activity is primarily an award/grant and subsequent conversion with shares surrendered to cover tax obligations (not an open-market sale or a new purchase).

Key Details

• Transaction date: February 28, 2026. Form 4 filed March 3, 2026.
• Disposal for tax withholding: 7,130 shares at $26.26 each = $187,234 (code F).
• Awards shown: 5,003 RSUs, 6,140 RSUs, and 35,343 RSUs (grants/acquisitions, code A).
• Exercise/conversion: 5,003 and 6,140 RSU-related derivatives converted to shares (code M; $0.00 exercise price).
• Footnotes: Each RSU equals a contingent right to one common share (F1). RSUs vest in four equal installments and expire upon termination of employment (F2).
• Shares owned after transaction: Not specified in the reported entries.
• Filing timeliness: Form shows filing date 2026-03-03 for a 2026-02-28 transaction; the report does not indicate a late-filing flag.

Context

• These are RSU awards and conversions, not open-market buys or discretionary sales; the 7,130-share disposition was to satisfy tax withholding (common administrative action when awards vest).
• For retail investors: awards and withholding sales are routine compensation events and do not necessarily signal executive market sentiment.