8-K filed February 8, 2023, 6:59 PM ET ticker IVZ CIK 0000914208

leadership confidence high sentiment neutral materiality 0.75

Invesco CEO Marty Flanagan to retire June 30; Andrew Schlossberg named successor

Invesco Ltd.

Martin Flanagan retires as President/CEO effective June 30, 2023, becomes Chairman Emeritus through 2024.
Andrew Schlossberg (Head of Americas) succeeds as President/CEO and joins Board on June 30, 2023.
Senior Managing Director Greg McGreevey retires Oct 2023; steps down from Investments immediately.
Stephanie Butcher and Tony Wong appointed Co-Heads of Investments; Doug Sharp expands role to Americas & EMEA.
Schlossberg receives $750k base salary, eligible for 0-130% of annual incentive target.

item 5.02 item 6.01 item 7.01 item 9.01

Executive movements

Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements.

Role change

Gregory McGreevey

Senior Managing Director, Investments

IVZ · Invesco Ltd.

Effective: 2023-02-08
Filed: February 8, 2023, 6:59 PM ET

Gregory McGreevey has decided to retire from the Company effective October 1, 2023 and will step down as Senior Managing Director, Investments effective immediately.

Appointed

Andrew R. Schlossberg

President and CEO

IVZ · Invesco Ltd.

Effective: 2023-06-30
Filed: February 8, 2023, 6:59 PM ET

Andrew R. Schlossberg will succeed Mr. Flanagan as President and CEO of the Company and a member of the Board of Directors effective June 30, 2023.

Role change

Martin L. Flanagan

Chairman Emeritus

IVZ · Invesco Ltd.

Effective: 2023-06-30
Successor: Andrew R. Schlossberg
Filed: February 8, 2023, 6:59 PM ET

Martin L. Flanagan has decided to retire as President and CEO of the Company effective June 30, 2023. Mr. Flanagan will continue to have a role with the Company, serving as Chairman Emeritus for the Company commencing June 30, 2023.

Departed

Gregory McGreevey

Senior Managing Director, Investments

IVZ · Invesco Ltd.

Effective: 2023-10-01
Filed: February 8, 2023, 6:59 PM ET

Gregory McGreevey has decided to retire from the Company effective October 1, 2023 and will step down as Senior Managing Director, Investments effective immediately.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.9

Gregory McGreevey changed role as Senior Managing Director, Investments at Invesco Ltd..

Action: stepped down
Role: Senior Managing Director, Investments

Exact text from the filing

Gregory McGreevey has decided to retire from the Company effective October 1, 2023 and will step down as Senior Managing Director, Investments effective immediately.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Andrew R. Schlossberg was appointed as President and CEO at Invesco Ltd..

Action: appointed
Role: President and CEO

Exact text from the filing

Andrew R. Schlossberg will succeed Mr. Flanagan as President and CEO of the Company and a member of the Board of Directors effective June 30, 2023.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Martin L. Flanagan retired as Chairman Emeritus at Invesco Ltd..

Action: retired
Role: Chairman Emeritus

Exact text from the filing

Martin L. Flanagan has decided to retire as President and CEO of the Company effective June 30, 2023. Mr. Flanagan will continue to have a role with the Company, serving as Chairman Emeritus for the Company commencing June 30, 2023.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.9

Gregory McGreevey retired as Senior Managing Director, Investments at Invesco Ltd..

Action: retired
Role: Senior Managing Director, Investments

Exact text from the filing

Gregory McGreevey has decided to retire from the Company effective October 1, 2023 and will step down as Senior Managing Director, Investments effective immediately.

View on SEC.gov

Invesco Ltd. filing history →

Source: SEC EDGAR

accession 0000914208-23-000154

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