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  4. [Form 4] Invesco Ltd. Insider Trading Activity

Invesco Ltd. reported $6.4B in revenue and a $174.8M net loss for fiscal 2025. See the full IVZ financial statements: income statement, balance sheet, cash flow and ratios, each column linked to its SEC filing.

Invesco unit has 52.6K shares repurchased at $26

Filing Impact
(High)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Invesco Ltd. (IVZ), through its wholly owned indirect subsidiary Invesco Advisers, Inc., reported a disposition of 52,636.636 shares of Class E Common Stock of Invesco Commercial Real Estate Finance Trust, Inc. on August 31, 2026, via a repurchase by the issuer at $26.037 per share. Following this transaction, Invesco Advisers, Inc. holds 515,246.262 shares of this Class E Common Stock directly. No Rule 10b5-1 trading plan is reported for this transaction.

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Insider Invesco Advisers, Inc., Invesco Group Services, Inc., OppenheimerFunds, Inc., OPPENHEIMER ACQUISITION CORP, IVZ Inc, INVESCO HOLDING CO LTD, Invesco Ltd.
Role Director | Director | Director | Director | Director | Director | Director
Type Security Shares Price Value
Disposition Class E Common Stock, $0.01 par value F1 52,636.636 $26.037 $1.37M
Holdings After Transaction: Class E Common Stock, $0.01 par value — 515,246.262 shares (Direct)
Footnotes (1)
  1. F1. Represents the repurchase of shares of Class E Common Stock held by Invesco Advisers, Inc., which is a wholly owned indirect subsidiary of Invesco Ltd., the ultimate parent entity. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended.
Shares disposed 52,636.636 shares Class E Common Stock repurchased on August 31, 2026
Transaction price per share $26.037 per share Disposition to issuer of Class E Common Stock on August 31, 2026
Shares held after transaction 515,246.262 shares Direct holdings of Class E Common Stock by Invesco Advisers, Inc. following the transaction
Class E Common Stock financial
"Represents the repurchase of shares of Class E Common Stock held by Invesco"
repurchase financial
"Represents the repurchase of shares of Class E Common Stock held by Invesco"
A repurchase is when a company buys back its own shares from the market, like a homeowner reclaiming part of a shared property to increase their own stake. It reduces the number of shares available to other investors, which can raise the portion of future profits for remaining shareholders and often signals that management believes the stock is undervalued; it also changes how the company uses cash and can affect share price and investor returns.
directors by deputization regulatory
"The Reporting Persons are directors by deputization for purposes of Section 16"

FAQ

What insider transaction did Invesco Ltd. (IVZ) report in this Form 4?
Invesco reported that Invesco Advisers, Inc., its wholly owned indirect subsidiary, had 52,636.636 shares of Class E Common Stock of Invesco Commercial Real Estate Finance Trust, Inc. repurchased by the issuer on August 31, 2026 in a disposition to the issuer.

What was the price per share for the Invesco (IVZ) reported disposition?
The disposition of Class E Common Stock reported by Invesco was effected at a price of $26.037 per share, as disclosed for the August 31, 2026 repurchase by Invesco Commercial Real Estate Finance Trust, Inc.

How many shares does the Invesco subsidiary hold after this transaction?
After the August 31, 2026 repurchase, Invesco Advisers, Inc. directly holds 515,246.262 shares of Class E Common Stock of Invesco Commercial Real Estate Finance Trust, Inc., according to the reported post-transaction holdings.

Who is the reporting person in Invesco (IVZ)'s Form 4 filing?
The filing lists multiple reporting persons, including Invesco Advisers, Inc., Invesco Group Services, Inc., OppenheimerFunds, Inc., OPPENHEIMER ACQUISITION CORP, IVZ Inc, INVESCO HOLDING CO LTD, and Invesco Ltd., described as directors by deputization.

Was the Invesco (IVZ) insider transaction made under a Rule 10b5-1 plan?
No. The filing indicates that no Rule 10b5-1 trading plan is reported in connection with the August 31, 2026 disposition of Class E Common Stock.

What type of transaction was reported by Invesco (IVZ) in this Form 4?
The transaction is reported as a disposition to the issuer (transaction code D), reflecting a repurchase of Class E Common Stock by Invesco Commercial Real Estate Finance Trust, Inc. from Invesco Advisers, Inc.

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SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Invesco Advisers, Inc.
(Last)(First)(Middle)
1331 SPRING STREET NW, SUITE 2500
(Street)
ATLANTA GEORGIA 30309
(City)(State)(Zip)
UNITED STATES
(Country)		2. Issuer Name and Ticker or Trading Symbol
Invesco Commercial Real Estate Finance Trust, Inc. [ N/A ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
08/31/2026		6. Individual or Joint/Group Filing (Check Applicable Line)
Form filed by One Reporting Person
XForm filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Class E Common Stock, $0.01 par value08/31/2026D52,636.636(1)D$26.037515,246.262D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
1. Name and Address of Reporting Person*
Invesco Advisers, Inc.
(Last)(First)(Middle)
1331 SPRING STREET NW, SUITE 2500
(Street)
ATLANTA GEORGIA 30309
(City)(State)(Zip)
UNITED STATES
(Country)
Relationship of Reporting Person(s) to Issuer
XDirector10% Owner
Officer (give title below)Other (specify below)
1. Name and Address of Reporting Person*
Invesco Group Services, Inc.
(Last)(First)(Middle)
1331 SPRING STREET NW, SUITE 2500
(Street)
ATLANTA GEORGIA 30309
(City)(State)(Zip)
UNITED STATES
(Country)
Relationship of Reporting Person(s) to Issuer
XDirector10% Owner
Officer (give title below)Other (specify below)
1. Name and Address of Reporting Person*
OppenheimerFunds, Inc.
(Last)(First)(Middle)
1331 SPRING STREET NW, SUITE 2500
(Street)
ATLANTA GEORGIA 30309
(City)(State)(Zip)
UNITED STATES
(Country)
Relationship of Reporting Person(s) to Issuer
XDirector10% Owner
Officer (give title below)Other (specify below)
1. Name and Address of Reporting Person*
OPPENHEIMER ACQUISITION CORP
(Last)(First)(Middle)
1331 SPRING STREET NW, SUITE 2500
(Street)
ATLANTA GEORGIA 30309
(City)(State)(Zip)
UNITED STATES
(Country)
Relationship of Reporting Person(s) to Issuer
XDirector10% Owner
Officer (give title below)Other (specify below)
1. Name and Address of Reporting Person*
IVZ Inc
(Last)(First)(Middle)
1331 SPRING STREET NW, SUITE 2500
(Street)
ATLANTA GEORGIA 30309
(City)(State)(Zip)
UNITED STATES
(Country)
Relationship of Reporting Person(s) to Issuer
XDirector10% Owner
Officer (give title below)Other (specify below)
1. Name and Address of Reporting Person*
INVESCO HOLDING CO LTD
(Last)(First)(Middle)
1331 SPRING STREET NW, SUITE 2500
(Street)
ATLANTA GEORGIA 30309
(City)(State)(Zip)
UNITED STATES
(Country)
Relationship of Reporting Person(s) to Issuer
XDirector10% Owner
Officer (give title below)Other (specify below)
1. Name and Address of Reporting Person*
Invesco Ltd.
(Last)(First)(Middle)
1331 SPRING STREET NW, SUITE 2500
(Street)
ATLANTA GEORGIA 30309
(City)(State)(Zip)
UNITED STATES
(Country)
Relationship of Reporting Person(s) to Issuer
XDirector10% Owner
Officer (give title below)Other (specify below)
Explanation of Responses:
1. Represents the repurchase of shares of Class E Common Stock held by Invesco Advisers, Inc., which is a wholly owned indirect subsidiary of Invesco Ltd., the ultimate parent entity. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended.
Remarks:
/s/ E. Elizabeth Day, Attorney-in-Fact, for Invesco Ltd.09/02/2026
/s/ E. Elizabeth Day, Attorney-in-Fact, for Invesco Group Services, Inc.09/02/2026
/s/ E. Elizabeth Day, Attorney-in-Fact, for OppenheimerFunds Inc.09/02/2026
/s/ E. Elizabeth Day, Attorney-in-Fact, for Oppenheimer Acquisition Corp09/02/2026
/s/ E. Elizabeth Day, Attorney-in-Fact, for Invesco Holding Company (US), Inc. (FKA IVZ Inc.)09/02/2026
/s/ E. Elizabeth Day, Attorney-in-Fact, for Invesco Holding Company Limited09/02/2026
s/ E. Elizabeth Day, Attorney-in-Fact, for Invesco Ltd.09/02/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR