Invesco Ltd.·4

Mar 3, 9:54 AM ET

Sharp Douglas J 4

4 · Invesco Ltd. · Filed Mar 3, 2026

Research Summary

AI-generated summary of this filing

Updated

Invesco (IVZ) Senior MD Douglas Sharp Receives RSUs, Sells 21,685

What Happened

  • Douglas J. Sharp, Senior Managing Director at Invesco Ltd. (IVZ), received restricted stock unit (RSU) awards and had 21,685 shares disposed to cover tax liabilities on 2026-02-28. The withheld/sold shares were recorded at $26.26 each for a total of $569,448. The filing also shows acquisitions of 46,138 shares (RSUs) and a separate derivative RSU grant of 80,969 units, both reported at $0.00 (awarded).

Key Details

  • Transaction date: 2026-02-28; Form 4 filed: 2026-03-03 (filed within the usual two business-day window following a weekend date).
  • Shares sold/withheld: 21,685 at $26.26 each = $569,448 (transaction code F — tax withholding).
  • Shares acquired: 46,138 RSUs at $0.00 (transaction code A — award/grant); additional 80,969 RSUs (derivative) also reported as awarded at $0.00.
  • Footnotes: F1 — each RSU equals a contingent right to one common share; F2 — RSUs vest in four equal annual installments and expire upon termination of employment.
  • Shares owned after the transactions: not specified in the excerpt of the filing provided.

Context

  • The $0.00 acquisition entries reflect RSU awards, not open-market purchases; RSUs typically convert to shares as they vest. The disposal of 21,685 shares (code F) represents shares surrendered to satisfy tax withholding on the award rather than a discretionary cash-sale for investment purposes. This is common in equity compensation settlements and does not necessarily signal an investment view by the insider.

Insider Transaction Report

Form 4
Period: 2026-02-28
Sharp Douglas J
Senior Managing Director
Transactions
  • Award

    Common Shares

    2026-02-28+46,13861,800 total
  • Tax Payment

    Common Shares

    2026-02-28$26.26/sh21,685$569,44840,115 total
  • Award

    Restricted Stock Units

    [F1][F2]
    2026-02-28+80,96980,969 total
    Exercise: $0.00Common Shares (80,969 underlying)
Footnotes (2)
  • [F1]Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd.
  • [F2]The Restricted Stock Units vest in four equal annual installments and expire upon the employee's termination of employment.
Signature
/s/ Rebecca Smith, as Attorney-in-Fact|2026-03-03

Documents

1 file
  • 4
    wk-form4_1772549655.xmlPrimary

    FORM 4