Form 4: Invesco Ltd. Executive Terry Vacheron Reports Changes in Beneficial Ownership

Chief Accounting Officer Terry Vacheron reports acquisition and disposal of Invesco Ltd. common shares and restricted stock units on February 28, 2025.

Summary

• On February 28, 2025, Terry Vacheron, Chief Accounting Officer of Invesco Ltd., reported changes in beneficial ownership of Invesco Ltd. securities.
• Vacheron acquired 2,534 common shares at $0 and disposed of 1,817 common shares at $17.39.
• Following these transactions, Vacheron directly owns 17,623 common shares.
• Vacheron also acquired 2,534 and 9,056 restricted stock units, each representing a contingent right to receive one common share.
• After the reported transactions, Vacheron beneficially owns 7,603 and 9,056 restricted stock units.
• The restricted stock units vest in four equal installments and expire upon the employee's termination of employment.

Sentiment

Score: 5

Explanation: The document is a standard regulatory filing, so the sentiment is neutral. It simply reports transactions.

Industry Context

Form 4 filings are standard practice for company insiders to report transactions in their company's securities, providing transparency to the market.

Comparison to Industry Standards

• Form 4 filings are a standard regulatory requirement for corporate insiders in the US, ensuring transparency in the market.
• Similar filings are made by executives at companies like BlackRock, Franklin Resources, and T. Rowe Price, all of which are major players in the investment management industry.
• The details disclosed in these filings, such as the number of shares bought or sold and the prices, are closely watched by investors to gauge insider sentiment.

Stakeholder Impact

• The transactions reported may influence investor perception of Invesco Ltd.'s stock.

Key Dates