Compensation award — excluded from discretionary-purchase analysis.
Written from the filing's own figures. OQRO describes what was reported and never tells you what to buy or sell
View the official recordSEC Form 4 — Statement of Changes in Beneficial OwnershipAll the details
Dates, kept separate
Transaction date
Feb 28, 2026
Reporting period
Not applicable
Filed with the SEC
Mar 3, 2026
OfficerGrant / award
Context
Classification
grant award
Code A — grant or award
Planned / mechanical clue
Footnote references vesting of compensation awards
Only flagged when a footnote says so; never inferred
Source receipt
Record ID
0001407922-26-000002
Filed / recorded
Mar 3, 2026, 2:48 PM UTC
Added to OQRO
Oct 2, 2026, 12:28 PM UTC
Parser
form4-xml-v1
Data quality
Verified: identifiers matched exactly
Issuer
Invesco Ltd.
Issuer CIK
914208
Ticker
IVZ
Reporting person
Andrew Tak Shing Lo
Relationship
Officer
Officer title
Senior Managing Director
Security
Restricted Stock Units
Table
Derivative (Table II)
Transaction date
Feb 28, 2026
Transaction code
A
Shares / units
77,370
Price per share
$0.00
Acquired / disposed
Acquired (A)
Shares owned after
77,370
Ownership form
Direct
Amendment
No
Footnotes from the filing
The Restricted Stock Unit represents a contingent right to receive on Common Share oof Invesco Ltd.
The Restricted Stock Units vest in one installment on the third anniversary of the grant date and expire upon the employee's termination of employment.