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

Invesco (NYSE: IVZ) unit disposes 41,490.79 Class E trust shares

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

Rhea-AI Filing Summary

Invesco Advisers, Inc., an indirect wholly owned subsidiary of Invesco Ltd., disposed of 41,490.79 shares of Class E Common Stock of Invesco Commercial Real Estate Finance Trust, Inc. through a repurchase by the issuer at $25.8768 per share. After this disposition to the issuer, Invesco Advisers directly holds 468,176.436 Class E shares.

Positive

  • None.

Negative

  • None.
Insider Invesco Advisers, Inc., Invesco Group Services, Inc., OppenheimerFunds, Inc., OPPENHEIMER ACQUISITION CORP, IVZ Inc, INVESCO HOLDING CO LTD, Invesco Ltd.
Role null | null | null | null | null | null | null
Type Security Shares Price Value
Disposition Class E Common Stock, $0.01 par value 41,490.79 $25.8768 $1.07M
Holdings After Transaction: Class E Common Stock, $0.01 par value — 468,176.436 shares (Direct, null)
Footnotes (1)
  1. [object Object]
Shares disposed 41,490.79 shares Class E Common Stock disposed on 2026-05-29 as a repurchase
Price per share $25.8768 per share Repurchase price for Class E Common Stock
Shares held after 468,176.436 shares Class E Common Stock directly held by Invesco Advisers after disposition
Transaction date 2026-05-29 Date of disposition to issuer reported in Form 4
Class E Common Stock financial
"Represents the repurchase of shares of Class E Common Stock held by Invesco Advisers, Inc."
Disposition to issuer financial
"transaction_code_description: Disposition to issuer"
repurchase financial
"Represents the repurchase of shares of Class E Common Stock held by Invesco Advisers, Inc."
directors by deputization regulatory
"The Reporting Persons are directors by deputization for purposes of Section 16"
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Form 4 Insider Transactions: What Each Field Means →
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)
05/29/2026		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 value05/29/2026D41,490.79(1)D$25.8768468,176.436D
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 Advisers, Inc.06/01/2026
/s/ E. Elizabeth Day, Attorney-in-Fact, for Invesco Group Services, Inc.06/01/2026
/s/ E. Elizabeth Day, Attorney-in-Fact, for OppenheimerFunds Inc.06/01/2026
/s/ E. Elizabeth Day, Attorney-in-Fact, for Oppenheimer Acquisition Corp06/01/2026
/s/ E. Elizabeth Day, Attorney-in-Fact, for Invesco Holding Company (US), Inc. (FKA IVZ Inc.)06/01/2026
/s/ E. Elizabeth Day, Attorney-in-Fact, for Invesco Holding Company Limited06/01/2026
/s/ E. Elizabeth Day, Attorney-in-Fact, for Invesco Ltd.06/01/2026
** 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

FAQ

What insider transaction did Invesco (IVZ) report in this Form 4?

The filing reports a disposition of 41,490.79 Class E Common shares of Invesco Commercial Real Estate Finance Trust, Inc. These shares were repurchased by the issuer from Invesco Advisers, Inc., an indirect wholly owned subsidiary of Invesco Ltd., at a stated per-share price.

How many shares were disposed of in this Invesco (IVZ) Form 4 event?

The transaction covers 41,490.79 shares of Class E Common Stock. These shares were returned to the issuer in a disposition to the company, reducing the reporting holder’s position while maintaining a substantial remaining balance of the same class of shares afterward.

What price per share applied to the Invesco Advisers share repurchase?

The Class E Common Stock was repurchased at $25.8768 per share. This price is used to report the value of the disposition to the issuer and helps investors gauge the scale of the transaction relative to the remaining share position.

How many Class E shares does Invesco Advisers hold after this Form 4 transaction?

Following the disposition, Invesco Advisers directly holds 468,176.436 shares of Class E Common Stock. This figure reflects the updated ownership position after the issuer’s repurchase and provides context on the continuing size of the Invesco-related stake.

How are the various Invesco entities characterized in this Form 4 filing?

Invesco Advisers, Invesco Ltd., and related entities are identified as directors by deputization under Section 16. The footnote clarifies that Invesco Advisers is a wholly owned indirect subsidiary of Invesco Ltd., which is described as the ultimate parent entity in the structure.