Invesco Ltd. Senior Managing Director Stephanie Butcher Reports RSU Vesting & Tax Withholdings

Executive Summary

On September 2, 2026, Invesco Ltd. ($IVZ) filed a Form 4 disclosing transactions by Stephanie Butcher, Senior Managing Director. On August 31, 2026, three tranches of Restricted Stock Units (RSUs) vested totaling 65,442 common shares, and 30,760 shares were withheld to satisfy tax liabilities at an average market price of $32.78 per share (aggregate value of ~$1.01M). Following these transactions, Ms. Butcher directly holds 55,300 common shares.

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Transaction Breakdown

• Derivative Settlements (Code M):

  • Vested 25,497 RSUs into 25,497 Common Shares.
  • Vested 19,179 RSUs into 19,179 Common Shares.
  • Vested 20,766 RSUs into 20,766 Common Shares.
  • Total Vested: 65,442 shares

• Tax Withholdings (Code F):

  • 11,984 shares withheld at $32.78 ($392,835.52)
  • 9,015 shares withheld at $32.78 ($295,511.70)
  • 9,761 shares withheld at $32.78 ($319,965.58)
  • Total Withheld: 30,760 shares ($1,008,312.80)

• Net Share Increase: +34,682 common shares

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Significance & Market Impact

• Trading Significance: Low. The reported dispositions were non-discretionary share withholdings executed automatically to satisfy statutory tax obligations upon the scheduled vesting of equity awards. They do not represent open-market sales or changes in executive sentiment.