Invesco Senior Managing Director Douglas J Sharp Reports Routine RSU Vesting and Tax Withholding
Invesco Ltd.
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Filing Summary
Invesco Ltd. ($IVZ) - Form 4 Filing Update Insider: Douglas J Sharp (Senior Managing Director) Date of Transaction: 2026-08-31 Filing Date: 2026-09-02
Summary: • Acquired (RSU Settlement): 70,485 Common Shares ($0.00) • Disposed (Tax Withholding): 22,213 Common Shares @ $32.78 ($728,142.14 total value) • Post-Transaction Direct Holdings: 88,387 Common Shares • Significance: Low (Routine equity compensation vesting and tax withholding)
Comprehensive Analysis
Executive Summary
On September 2, 2026, Invesco Ltd. ($IVZ) filed a Form 4 reporting equity transactions by Douglas J Sharp, Senior Managing Director. The transactions occurred on August 31, 2026, and represent routine restricted stock unit (RSU) vesting events and associated tax withholdings.
Transaction Details
- Derivative Exercises / Acquisitions (Code M / A):
- Vested four separate RSU tranches totaling 70,485 Common Shares at an exercise/conversion price of $0.00 per share.
- Dispositions for Tax Liabilities (Code F):
- A total of 22,213 Common Shares were withheld by the issuer at $32.78 per share to cover applicable tax withholding obligations, representing an aggregate tax settlement value of $728,142.14.
- Net Share Increase: +48,272 Common Shares directly owned.
- Ending Direct Ownership: 88,387 Common Shares.
Significance & Market Impact
These transactions are classified as Low Significance from an investment and trading perspective. They reflect scheduled annual vestings under existing equity incentive compensation programs and standard tax withholding dispositions, rather than discretionary open-market buying or selling.
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