Entry Into a Material Definitive Agreement. On October 23, 2026, Invesco Ltd. (the “ Company ”) entered into a Preferred Share Repurchase Agreement (the “ Repurchase Agreement ” and, together with the Term Loan Agreement, Company Guaranty and Amendment to the Shareholder Agreement (each as defined and described below), each, a “ Material Agreement ” and collectively, the “ Material Agreements ”) with Massachusetts Mutual Life Insurance Company (“ MassMutual ”). On October 26, 2026 (the “ Clos…

Results of Operations and Financial Condition. On October 27, 2026, Invesco Ltd. (the “registrant”) issued a press release announcing its financial results for the fiscal quarter ended September 30, 2026. A copy of that press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information in this report, including the exhibit hereto, shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise…

Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The discussion of the Term Loan Agreement set forth in response to

The provided text consists solely of standard legal boilerplate and forward-looking statement disclaimers, containing no specific information about a management change.

Results of Operations and Financial Condition. On July 28, 2026, Invesco Ltd. (the “registrant”) issued a press release announcing its financial results for the fiscal quarter ended June 30, 2026. A copy of that press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information in this report, including the exhibit hereto, shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject…

Results of Operations and Financial Condition. On April 28, 2026, Invesco Ltd. (the “registrant”) issued a press release announcing its financial results for the fiscal quarter ended March 31, 2026. A copy of that press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information in this report, including the exhibit hereto, shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subje…

Results of Operations and Financial Condition. On January 27, 2026, Invesco Ltd. (the “registrant”) issued a press release announcing its financial results for the fiscal quarter ended December 31, 2025. A copy of that press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information in this report, including the exhibit hereto, shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise…

Entry into a Material Definitive Agreement On December 8, 2025, Invesco Ltd. (the “Company”) and Massachusetts Mutual Life Insurance Company (“MassMutual”) entered into a Preferred Share Repurchase Agreement for the repurchase of $500 million of the Company’s outstanding 5.9% Fixed Rate Non-Cumulative Perpetual Series A Preference Shares (the “Preferred Shares”) held by MassMutual at a 18% premium to their liquidation preference per share. The repurchase of the Preferred Shares is expected to…

Results of Operations and Financial Condition. On October 28, 2025, Invesco Ltd. (the “registrant”) issued a press release announcing its financial results for the fiscal quarter ended September 30, 2025. A copy of that press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information in this report, including the exhibit hereto, shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise…

Results of Operations and Financial Condition. On July 22, 2025, Invesco Ltd. (the “registrant”) issued a press release announcing its financial results for the fiscal quarter ended June 30, 2025. A copy of that press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information in this report, including the exhibit hereto, shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject…

Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The discussion of each of the Term Loan Agreement and Credit Agreement set forth in response to

Entry Into a Material Definitive Agreement. On May 16, 2025, the Company entered into material agreements consisting of a Term Loan Agreement and a Credit Agreement, in each case as defined and described under the applicable subheading below. Term Loan Agreement On May 16, 2025 (the “ Closing Date ”), Invesco Ltd. (the “ Company ”) and its indirect subsidiary, Invesco Finance, Inc. (the “ Term Loan Borrower ”), entered into an unsecured $1.0 billion Credit Agreement (the “ Term Loan Agreement…

Entry into a Material Definitive Agreement. On April 21, 2025, Invesco Ltd. (the “Company”) and Massachusetts Mutual Life Insurance Company (“MassMutual”) entered a Preferred Share Repurchase Agreement for the repurchase of $1 billion of the Company’s outstanding 5.9% Fixed Rate Non-Cumulative Perpetual Series A Preference Stock (the “Preferred Stock”) held by MassMutual at a 15% premium to their liquidation preference per share. The all-cash repurchase of the Preferred Stock, which will be f…

Other Events. On April 22, 2025, the Company issued a press release announcing the Preferred Share Repurchase Agreement, a copy of which is attached hereto as Exhibit 99.1 and incorporated herein by reference.

Results of Operations and Financial Condition. On April 22, 2025, Invesco Ltd. (the “registrant”) issued a press release announcing its financial results for the fiscal quarter ended March 31, 2025. A copy of that press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information in this report, including the exhibit hereto, shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subje…

Results of Operations and Financial Condition. On January 28, 2025, Invesco Ltd. (the “registrant”) issued a press release announcing its financial results for the fiscal quarter ended December 31, 2024. A copy of that press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information in this report, including the exhibit hereto, shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise…

Results of Operations and Financial Condition. On October 22, 2024 , Invesco Ltd. (the “registrant”) issued a press release announcing its financial results for the fiscal quarter ended September 30, 2024. A copy of that press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information in this report, including the exhibit hereto, shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwis…

Results of Operations and Financial Condition. On July 23, 2024 , Invesco Ltd. (the “registrant”) issued a press release announcing its financial results for the fiscal quarter ended June 30, 2024. A copy of that press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information in this report, including the exhibit hereto, shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subjec…

The shareholders approved an amendment to the equity incentive plan.

Results of Operations and Financial Condition. On April 23, 2024, Invesco Ltd. (the “registrant”) issued a press release announcing its financial results for the fiscal quarter ended March 31, 2024. A copy of that press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information in this report, including the exhibit hereto, shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subje…

Results of Operations and Financial Condition. On January 23, 2024, Invesco Ltd. (the “registrant”) issued a press release announcing its financial results for the fiscal quarter ended December 31, 2023. A copy of that press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information in this report, including the exhibit hereto, shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise…

Results of Operations and Financial Condition. On October 24, 2023, Invesco Ltd. (the “registrant”) issued a press release announcing its financial results for the fiscal quarter ended September 30, 2023. A copy of that press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information in this report, including the exhibit hereto, shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise…

Results of Operations and Financial Condition. On July 25, 2023, Invesco Ltd. (the “registrant”) issued a press release announcing its financial results for the fiscal quarter ended June 30, 2023. A copy of that press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information in this report, including the exhibit hereto, shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject…

Director — Mr. C. Robert Henrikson: Retired due to reaching the Company's mandatory retirement age for directors.

Entry Into a Material Definitive Agreement. On April 26, 2023, Invesco Ltd. (the “Company”) and its indirect subsidiary, Invesco Finance PLC (the “Borrower”), entered into a five-year unsecured $2.0 billion Sixth Amended and Restated Credit Agreement (the “Credit Agreement”) with a syndicate of banks, financial institutions and other institutional lenders named therein, including Bank of America, N.A., as administrative agent. The Credit Agreement includes a $50 million sublimit for the issua…