Invesco Mort SEC Filings

Invesco Mortgage Capital Inc. announced that Chief Executive Officer John M. Anzalone will retire effective April 30, 2026, and will remain in an advisory role through October 1, 2026 to support the transition. The Board appointed Kevin M. Collins, age 46 and the Company’s President since 2017, as the new Chief Executive Officer effective May 1, 2026. The Board also appointed David Lyle, age 47 and Chief Operating Officer since 2017, as President effective May 1, 2026. Both leaders have been involved with the Company since 2009 and also serve as Co-Heads of Structured Investments for Invesco Fixed Income. The Company notes there are no special arrangements, family relationships, or related-party transactions tied to these appointments and no new material plans or contracts for Collins or Lyle at this time. The press release also highlights that Invesco Mortgage Capital recently shifted from quarterly to monthly dividend distributions to better align with income investors and provide stockholders with more frequent portfolio, book value, and leverage updates.

The Vanguard Group amended its Schedule 13G for Invesco Mortgage Capital Inc, reporting beneficial ownership of 0 shares of Common Stock as of the amendment filing. The amendment notes an internal realignment effective January 12, 2026 that led to disaggregated reporting by certain Vanguard subsidiaries.

The filing states The Vanguard Group no longer is deemed to beneficially own securities held by those subsidiaries and confirms Vanguard reported 0% ownership and 0 voting and dispositive powers on this filing.

Invesco Mortgage Capital Inc. is asking stockholders to vote at its 2026 annual meeting on May 5, 2026 in Atlanta. Holders of common stock as of March 12, 2026, when 86,946,526 shares were outstanding, may vote in person or by internet, phone or mail.

Stockholders will elect six directors—Robert L. Fleshman, Katharine W. Kelley, Stephanie J. Larosiliere, Don H. Liu, W. Wesley McMullan and Robert B. Waldner—approve an advisory say‑on‑pay resolution, and ratify PricewaterhouseCoopers LLP as independent auditor for 2026. The Board recommends voting FOR all three proposals.

The company is externally managed by Invesco Advisers, Inc. and has no employees; executive officers are paid by the manager, funded in part by a management fee equal to 1.5% of stockholders’ equity. For 2025, management fees were approximately $11.3 million and reimbursed expenses about $6.2 million, with an estimated $1.285 million of executive compensation reasonably associated with managing the company.

The Board is majority independent, separates the Chair and CEO roles, and maintains corporate governance guidelines, codes of conduct, an insider trading and hedging policy, stock ownership guidelines, and an equity incentive plan for non‑executive directors and certain manager employees. BlackRock, Inc. beneficially owns 5,563,736 shares, or 6.4% of common stock.

Invesco Mortgage Capital Inc. filed an initial insider ownership report for director Stephanie Larosiliere. The Form 3 shows that she reported holdings of Invesco Mortgage Capital common stock with total shares following the report listed as 0 shares, indicating no reported beneficial ownership at this time.

Invesco Mortgage Capital Inc. declared a monthly cash dividend of $0.12 per common share for March 2026, payable on April 14, 2026 to stockholders of record on March 24, 2026, with an ex-dividend date of March 24, 2026.

As of February 28, 2026, the company reported a total investment portfolio including TBAs of $7.3 billion, unrestricted cash and unencumbered investments of $530.5 million, and repurchase agreement borrowings of $5.4 billion. Estimated book value per common share was $8.54, based on 85.1 million common shares. The debt-to-equity ratio was 6.0x and the non-GAAP economic debt-to-equity ratio was 7.3x. These figures are preliminary, unaudited month-end data prepared by management and may be revised.

Invesco Mortgage Capital Inc. has appointed Stephanie J. Larosiliere to its Board of Directors as an executive director, effective March 6, 2026. The Board was temporarily expanded from seven to eight members for her appointment and will return to seven when current executive director Carolyn Gibbs retires on March 31, 2026.

Ms. Larosiliere is Head of Business Strategy and Development for Invesco Fixed Income across North America and Asia Pacific, bringing more than two decades of fixed income and business development experience. As an executive director and employee of the Company’s external manager or an affiliate, she will not receive Board compensation and will not serve on Board committees. The Company stated there are no related party transactions with her reportable under Regulation S-K Item 404(a).

Invesco Mortgage Capital Inc. director Robert Waldner bought 1,000 shares of common stock in an open‑market purchase at a price of $8.4463 per share on February 27, 2026. Following this transaction, he directly owns 1,000 shares of the company’s common stock.

Invesco Mortgage Capital Inc. entered into a new equity distribution agreement that allows it to sell up to 40,000,000 shares of its common stock from time to time through BTIG, Citizens JMP Securities, and JonesTrading as placement agents. Sales may be made on the NYSE or through negotiated and block transactions, with the placement agents earning up to 2.00% of gross proceeds on shares they sell. The company simultaneously terminated its prior equity distribution agreement, which had allowed offers of up to 25,000,000 shares and under which approximately 17,996,980 shares had been sold, and incurred no termination penalties.