Bob Yerbury

CIK 1387954 · View on SEC EDGAR ↗

Insider

First SEC filing: July 30, 2007 · Latest: Feb. 14, 2008

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Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 4 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

No open-market trades on record; showing all filings.

Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
Feb. 28, 2008 IVZ A 75,897 217,582 Direct +53.57% Acquired (price as of 2026-08-21)
Dec. 12, 2007 IVZ D 174,852 $27.25 $4,764,717 194,310 Direct -47.36% Disposed 18.1% (price as of 2026-08-21)
Nov. 30, 2007 IVZ C 333,334 0 Direct -100.00% Disposed (price as of 2026-08-21)
Nov. 30, 2007 IVZ C 166,667 369,162 Direct +82.31% Acquired (price as of 2026-08-21)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
Nov. 30, 2007 IVZ Deferred Share Awards - Time Vesting Common Shares, par value $0.20 per share $0.00 333,334 Disposed

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 9 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
July 30, 2007 IVZ Ordinary Shares, par value $0.10 per share 232,515 Direct
July 30, 2007 IVZ Ordinary Shares, par value $0.10 per share 105,250 Indirect
July 30, 2007 IVZ Ordinary Shares, par value $0.10 per share [F1] 67,225 Direct
July 30, 2007 IVZ Deferred Share Awards - Time Vesting→ Ordinary Shares, par value $0.10 per share (333,334) 333,334 Direct
July 30, 2007 IVZ Deferred Share Awards - Time Vesting→ Ordinary Shares, par value $0.10 per share (333,333) 333,333 Direct
July 30, 2007 IVZ Deferred Share Awards - Time Vesting→ Ordinary Shares, par value $0.10 per share (333,333) 333,333 Direct
July 30, 2007 IVZ Options to Purchase - Time Vesting→ Ordinary Shares, par value $0.10 per share (25,000) 25,000 Direct
July 30, 2007 IVZ Options to Purchase - Time Vesting→ Ordinary Shares, par value $0.10 per share (47,561) 47,561 Direct
July 30, 2007 IVZ Options to Purchase - Time Vesting→ Ordinary Shares, par value $0.10 per share (68,798) 68,798 Direct

Compensation (DEF 14A)

Matched by name from proxy statements (DEF 14A) — verify against the filing.

IVZ

Fiscal year Salary Bonus Stock awards Option awards Non-equity incentive Pension change Other Total
2008 $611,564 $2,309,726 $169,874 $7,120,326
2007 $656,589 $2,906,217 $6,867,920

Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.