Invesco Mortgage Capital Inc.
IVRFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Invesco Mortgage Capital Inc. Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 17 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated May 19, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| RMG Wealth Management LLC | 2025-12-31 | 236 | Not shown | SEC filing |
| L & S Advisors Inc | 2025-12-31 | 17,500 | $147K | SEC filing |
| Kelly Financial Services LLC | 2020-06-30 | 188 | Not shown | SEC filing |
| Caldwell Trust Co | 2020-03-31 | 500 | Not shown | SEC filing |
| Kelly Financial Services LLC | 2020-03-31 | 169 | Not shown | SEC filing |
| Caldwell Trust Co | 2019-12-31 | 500 | $8.33K | SEC filing |
| Kelly Financial Services LLC | 2019-12-31 | 165 | $2.74K | SEC filing |
| Erste Asset Management GmbH | 2019-09-30 | 0 | $0 | SEC filing |
| Kelly Financial Services LLC | 2019-09-30 | 160 | Not shown | SEC filing |
| Henshaw Capital LLC | 2018-09-30 | 24,878 | Not shown | SEC filing |
| Henshaw Capital LLC | 2018-06-30 | 34,942 | Not shown | SEC filing |
| Henshaw Capital LLC | 2018-03-31 | 37,461 | Not shown | SEC filing |
| Henshaw Capital LLC | 2017-12-31 | 35,328 | Not shown | SEC filing |
| Henshaw Capital LLC | 2017-09-30 | 38,400 | Not shown | SEC filing |
| Henshaw Capital LLC | 2017-06-30 | 41,015 | Not shown | SEC filing |
- Each value is checked against Invesco Mortgage Capital Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 8 rows: no share price from within three months of their report dates is on file, so they could not be checked.
- Value not shown for 3 rows: the value per share could not be confirmed against the share prices on file from within three months of the report date.
- 4 rows left out: they repeat the same share count and value quarter after quarter, which a market value cannot do.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security. Filers with a row left out above, or with no row above to check, are not listed.
- Kelly Financial Services LLC: 169 shares reported 2020-03-31; 188 shares reported 2020-06-30.
- Kelly Financial Services LLC: 165 shares reported 2019-12-31; 169 shares reported 2020-03-31.
- Caldwell Trust Co: 500 shares reported 2019-12-31; 500 shares reported 2020-03-31.
- Kelly Financial Services LLC: 160 shares reported 2019-09-30; 165 shares reported 2019-12-31.
- Henshaw Capital LLC: 34,942 shares reported 2018-06-30; 24,878 shares reported 2018-09-30.
- Henshaw Capital LLC: 37,461 shares reported 2018-03-31; 34,942 shares reported 2018-06-30.
- Henshaw Capital LLC: 35,328 shares reported 2017-12-31; 37,461 shares reported 2018-03-31.
- Henshaw Capital LLC: 38,400 shares reported 2017-09-30; 35,328 shares reported 2017-12-31.
- Henshaw Capital LLC: 41,015 shares reported 2017-06-30; 38,400 shares reported 2017-09-30.
3 filers have only one report here.
Independent insiders buying near the same time
- 2022-05-09–2022-05-10: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2020-02-27–2020-02-28: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2019-08-16–2019-08-21: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2019-05-13–2019-05-13: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2019-04-24–2019-04-26: 5 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-05-05 | Gregson Mark William · Chief Financial Officer | Common Stock, par value $0.01 per share | P — Open market or private purchase | +1,750 | 8.03 | SEC filing |
| 2026-02-27 | Waldner Robert · Director | Common Stock, par value $0.01 per share | P — Open market or private purchase | +1,000 | 8.45 | SEC filing |
| 2025-11-10 | Fleshman Robert L · Director | 7.50% Series C Preferred Stock | S — Open market or private sale | −2,000 | 24.72 | SEC filing |
| 2022-12-09 | LIENTZ JAMES R JR · Director | Common Stock, par value $0.01 per share | S — Open market or private sale | −1,630 | 12.86 | SEC filing |
| 2022-05-10 | Anzalone John · CEO | Common Stock, par value $0.01 per share | P — Open market or private purchase | +15,000 | 1.65 | SEC filing |
| 2022-05-09 | Phegley Richard Lee Jr. · Chief Financial Officer | Common Stock, par value $0.01 per share | P — Open market or private purchase | +12,092 | 1.67 | SEC filing |
| 2022-05-09 | Collins Kevin M · President | Common Stock, par value $0.01 per share | P — Open market or private purchase | +7,178 | 1.67 | SEC filing |
| 2021-12-09 | Zayicek Beth · Director | Common Stock, par value $0.01 per share | P — Open market or private purchase | +3,236 | 3.12 | SEC filing |
Showing 8 of 19 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-15 | Kelley Katharine · Director | Common Stock, par value $0.01 per share | A — Grant, award, or other acquisition | +13,157 | SEC filing |
| 2026-05-15 | McMullan Wes · Director | Common Stock, par value $0.01 per share | A — Grant, award, or other acquisition | +13,157 | SEC filing |
| 2026-05-15 | LIU DON H · Director | Common Stock, par value $0.01 per share | A — Grant, award, or other acquisition | +13,157 | SEC filing |
| 2026-05-15 | Fleshman Robert L · Director | Common Stock, par value $0.01 per share | A — Grant, award, or other acquisition | +13,157 | SEC filing |
| 2025-05-15 | Handlon Carolyn B · Director | Common Stock, par value $0.01 per share | A — Grant, award, or other acquisition | +13,689 | SEC filing |
| 2025-05-15 | LIU DON H · Director | Common Stock, par value $0.01 per share | A — Grant, award, or other acquisition | +13,689 | SEC filing |
| 2025-05-15 | Fleshman Robert L · Director | Common Stock, par value $0.01 per share | A — Grant, award, or other acquisition | +13,689 | SEC filing |
| 2025-05-15 | Day John · Director | Common Stock, par value $0.01 per share | A — Grant, award, or other acquisition | +13,689 | SEC filing |
Showing 8 of 23 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-15 | Day John · Director | Common Stock, par value $0.01 per share | D — Disposition to the issuer | −5,026 | SEC filing |
| 2024-12-27 | Day John · Director | 7.75 % Series B Preferred Stock | J — Other acquisition or disposition | −5,300 | SEC filing |
| 2021-06-16 | Day John · Director | 7.75% Series A Cumulative Redeemable Preferred Stock | J — Other acquisition or disposition | −7,070 | SEC filing |
| 2020-06-30 | Anzalone John · CEO | Common Stock, par value $0.01 per share | J — Other acquisition or disposition | +6,071 | SEC filing |
| 2020-06-30 | Norris Brian · CIO | Common Stock, par value $0.01 per share | J — Other acquisition or disposition | +153 | SEC filing |
| 2020-06-30 | LOCKHART DENNIS P · Director | Common Stock, par value $0.01 per share | J — Other acquisition or disposition | +4,388 | SEC filing |
| 2020-06-30 | Lyle David B · Chief Operating Officer | Common Stock, par value $0.01 per share | J — Other acquisition or disposition | +2,883 | SEC filing |
| 2020-06-30 | Day John · Director | Common Stock, par value $0.01 per share | J — Other acquisition or disposition | +244 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.