{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-25-055946","form_type":"8-K","ticker":"IVZ","cik":"0000914208","company_name":"Invesco Ltd.","filed_at":"2025-12-09T23:59:59+00:00","discovered_at":"2026-05-14T18:02:42.588562+00:00","generated_at":"2026-05-16T13:54:17.006132+00:00","sec_items":["1.01","9.01"],"event_type":"other","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"confidence":"high","headline":"Invesco repurchases $500M of preferred shares from MassMutual at 18% premium","bullets":["Repurchase of 500,000 Series A Preferred Shares at $1,180/share (18% premium over $1,000 liquidation preference).","Total cash consideration of $590M; closing expected mid-December 2025.","MassMutual continues to hold $2.5B of Preferred Shares and ~18.3% of Invesco common shares.","Prorated Q4 2025 dividend on repurchased shares payable March 2, 2026."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-25-055946","json":"https://secwatch.observer/filing/0001628280-25-055946.json","markdown":"https://secwatch.observer/filing/0001628280-25-055946.md","text":"https://secwatch.observer/filing/0001628280-25-055946.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/914208/000162828025055946/0001628280-25-055946-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/914208/000162828025055946/ivz-20251208.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T13:54:17.006132+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"b93b475bb2e4a67c385d49415be047ff87beef3c","claim":"Invesco Ltd. entered into Preferred Share Repurchase Agreement with Massachusetts Mutual Life Insurance Company valued at $500 million (effective 2025-12-08).","evidence_excerpt":"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.","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/914208/000162828025055946/0001628280-25-055946-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"entry"},{"label":"Agreement","value":"equity purchase"},{"label":"Counterparty","value":"Massachusetts Mutual Life Insurance Company"},{"label":"Value","value":"$500 million"},{"label":"Effective","value":"2025-12-08"}],"fact_type":"material_agreement"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}