person · Reporting owner
Phegley Richard Lee Jr.
Disclosed activity across 7 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Invesco Commercial Real Estate Finance Trust, Inc.NONE · Entity 118 | CFO and Treasurer | August 28, 2023 | August 28, 2023 |
| Invesco Dynamic Credit Opportunities FundVTA · Entity 16170 | Chief Financial Officer | March 01, 2020 | August 26, 2021 |
| Invesco Dynamic Credit Opportunity FundVTA · Entity 31453 | Chief Financial Officer | July 21, 2021 | August 26, 2021 |
| Invesco Mortgage Capital Inc.IVR · Entity 5185 | Chief Financial Officer | December 31, 2022 | February 14, 2023 |
| Invesco Real Estate Income Trust Inc.NONE · Entity 126 | Chief Financial Officer | April 26, 2024 | April 26, 2024 |
| Invesco Senior Income TrustVVR · Entity 5546 | Chief Financial Officer | March 01, 2020 | August 26, 2021 |
| Invesco Senior Loan FundVSLAX · Entity 84266 | Chief Financial Officer | March 01, 2020 | August 26, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Invesco Commercial Real Estate Finance Trust, Inc.
Report date August 28, 2023 · Filed August 28, 2023
This filing explicitly reported no securities owned.
Invesco Dynamic Credit Opportunities Fund
Report date March 01, 2020 · Filed August 26, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2020-03-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Invesco Dynamic Credit Opportunity Fund
Report date July 21, 2021 · Filed August 26, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2021-07-21 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Invesco Mortgage Capital Inc.
Report date December 31, 2022 · Filed February 14, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 2,830 |
Reported balance
Holding disclosure · report date 2022-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,830 F1: Reflects ownership after the Issuer's 1-for-10 reverse stock split of Common Stock effected on June 3, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects ownership after the Issuer's 1-for-10 reverse stock split of Common Stock effected on June 3, 2022.
Invesco Real Estate Income Trust Inc.
Report date April 26, 2024 · Filed April 26, 2024
This filing explicitly reported no securities owned.
Invesco Senior Income Trust
Report date March 01, 2020 · Filed August 26, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2020-03-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Invesco Senior Loan Fund
Report date March 01, 2020 · Filed August 26, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2020-03-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 09, 2022 Filed May 12, 2022 16:03 UTC | Invesco Mortgage Capital Inc. IVR · Entity 5185 | PurchaseCommon Stock, par value $0.01 per share | 12,092 | $1.67 | $20,193.64 |
DisclosureSEC source: 0001209191-22-028524 · doc4.xml · nonDerivative · entry 1 Phegley Richard Lee Jr. · CIK 0001606178 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,315.722 F1 · price: Price ranged from 1.6653 to 1.6700 Read SEC document |
| June 30, 2020 Filed Jul 1, 2020 18:20 UTC | Invesco Mortgage Capital Inc. IVR · Entity 5185 | OtherCommon Stock, par value $0.01 per share | 1,444.848 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-039904 · doc4.xml · nonDerivative · entry 1 Phegley Richard Lee Jr. · CIK 0001606178 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,223.722 Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 16:52 UTC | Invesco Mortgage Capital Inc. IVR · Entity 5185 | PurchaseCommon Stock, par value $0.01 per share | 1,600 | $16.03 | $25,648.00 |
DisclosureSEC source: 0001209191-20-015318 · doc4.xml · nonDerivative · entry 1 Phegley Richard Lee Jr. · CIK 0001606178 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,778.874 Read SEC document |
| January 28, 2020 Filed Jan 29, 2020 16:20 UTC | Invesco Mortgage Capital Inc. IVR · Entity 5185 | OtherCommon Stock, par value $0.01 per share | 81.987 | $17.36 | $1,423.29 |
DisclosureSEC source: 0001209191-20-005363 · doc4.xml · nonDerivative · entry 2 Phegley Richard Lee Jr. · CIK 0001606178 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,178.874 F1 · price: Price represents a weighted average price of broker for their dividend reinvestment. Read SEC document |
| January 28, 2020 Filed Jan 29, 2020 16:20 UTC | Invesco Mortgage Capital Inc. IVR · Entity 5185 | OtherCommon Stock, par value $0.01 per share | 285.433 | $17.46 | $4,982.23 |
DisclosureSEC source: 0001209191-20-005363 · doc4.xml · nonDerivative · entry 1 Phegley Richard Lee Jr. · CIK 0001606178 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,096.887 F1 · price: Price represents a weighted average price of broker for their dividend reinvestment. Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 21:19 UTC | Invesco Mortgage Capital Inc. IVR · Entity 5185 | OtherCommon Stock, par value $0.01 per share | 278.272 | $15.66 | $4,358.85 |
DisclosureSEC source: 0001209191-19-054420 · doc4.xml · nonDerivative · entry 2 Phegley Richard Lee Jr. · CIK 0001606178 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,811.454 F1 · price: Price represents a weighted average price of broker for their dividend reinvestment. Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 21:19 UTC | Invesco Mortgage Capital Inc. IVR · Entity 5185 | OtherCommon Stock, par value $0.01 per share | 79.378 | $15.69 | $1,245.44 |
DisclosureSEC source: 0001209191-19-054420 · doc4.xml · nonDerivative · entry 1 Phegley Richard Lee Jr. · CIK 0001606178 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,533.182 F1 · price: Price represents a weighted average price of broker for their dividend reinvestment. Read SEC document |
| July 26, 2019 Filed Jul 30, 2019 16:46 UTC | Invesco Mortgage Capital Inc. IVR · Entity 5185 | OtherCommon Stock, par value $0.01 per share | 73.306 | $16.54 | $1,212.48 |
DisclosureSEC source: 0001209191-19-043684 · doc4.xml · nonDerivative · entry 2 Phegley Richard Lee Jr. · CIK 0001606178 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,453.804 Read SEC document |
| July 26, 2019 Filed Jul 30, 2019 16:46 UTC | Invesco Mortgage Capital Inc. IVR · Entity 5185 | OtherCommon Stock, par value $0.01 per share | 256.719 | $16.53 | $4,243.31 |
DisclosureSEC source: 0001209191-19-043684 · doc4.xml · nonDerivative · entry 1 Phegley Richard Lee Jr. · CIK 0001606178 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,380.498 Read SEC document |
| April 26, 2019 Filed Apr 30, 2019 17:57 UTC | Invesco Mortgage Capital Inc. IVR · Entity 5185 | PurchaseCommon Stock, par value $0.01 per share | 72.25 | $16.33 | $1,179.84 |
DisclosureSEC source: 0001209191-19-026634 · doc4.xml · nonDerivative · entry 4 Phegley Richard Lee Jr. · CIK 0001606178 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,123.779 Read SEC document |
| April 24, 2019 Filed Apr 30, 2019 17:57 UTC | Invesco Mortgage Capital Inc. IVR · Entity 5185 | PurchaseCommon Stock, par value $0.01 per share | 251.86 | $16.40 | $4,130.00 |
DisclosureSEC source: 0001209191-19-026634 · doc4.xml · nonDerivative · entry 3 Phegley Richard Lee Jr. · CIK 0001606178 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,051.529 Read SEC document |
| January 28, 2019 Filed Apr 30, 2019 17:57 UTC | Invesco Mortgage Capital Inc. IVR · Entity 5185 | OtherCommon Stock, par value $0.01 per share | 66.811 | $16.06 | $1,072.98 |
DisclosureSEC source: 0001209191-19-026634 · doc4.xml · nonDerivative · entry 2 Phegley Richard Lee Jr. · CIK 0001606178 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,799.669 Read SEC document |
| January 24, 2019 Filed Apr 30, 2019 17:57 UTC | Invesco Mortgage Capital Inc. IVR · Entity 5185 | OtherCommon Stock, par value $0.01 per share | 235.715 | $15.93 | $3,755.65 |
DisclosureSEC source: 0001209191-19-026634 · doc4.xml · nonDerivative · entry 1 Phegley Richard Lee Jr. · CIK 0001606178 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,732.858 Read SEC document |
| October 26, 2018 Filed Feb 13, 2019 16:15 UTC | Invesco Mortgage Capital Inc. IVR · Entity 5185 | PurchaseCommon Stock, par value $0.01 per share | 69.375 | $15.05 | $1,044.09 |
DisclosureSEC source: 0001209191-19-009601 · doc5.xml · nonDerivative · entry 6 Phegley Richard Lee Jr. · CIK 0001606178 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,497.143 Read SEC document |
| October 24, 2018 Filed Feb 13, 2019 16:15 UTC | Invesco Mortgage Capital Inc. IVR · Entity 5185 | PurchaseCommon Stock, par value $0.01 per share | 245.321 | $14.89 | $3,652.83 |
DisclosureSEC source: 0001209191-19-009601 · doc5.xml · nonDerivative · entry 5 Phegley Richard Lee Jr. · CIK 0001606178 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,427.768 Read SEC document |
| July 26, 2018 Filed Feb 13, 2019 16:15 UTC | Invesco Mortgage Capital Inc. IVR · Entity 5185 | OtherCommon Stock, par value $0.01 per share | 63.497 | $16.02 | $1,017.22 |
DisclosureSEC source: 0001209191-19-009601 · doc5.xml · nonDerivative · entry 4 Phegley Richard Lee Jr. · CIK 0001606178 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,182.447 Read SEC document |
| July 24, 2018 Filed Feb 13, 2019 16:15 UTC | Invesco Mortgage Capital Inc. IVR · Entity 5185 | OtherCommon Stock, par value $0.01 per share | 222.89 | $15.97 | $3,559.55 |
DisclosureSEC source: 0001209191-19-009601 · doc5.xml · nonDerivative · entry 3 Phegley Richard Lee Jr. · CIK 0001606178 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,118.95 Read SEC document |
| April 26, 2018 Filed Feb 13, 2019 16:15 UTC | Invesco Mortgage Capital Inc. IVR · Entity 5185 | OtherCommon Stock, par value $0.01 per share | 60.982 | $16.26 | $991.57 |
DisclosureSEC source: 0001209191-19-009601 · doc5.xml · nonDerivative · entry 2 Phegley Richard Lee Jr. · CIK 0001606178 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,896.06 Read SEC document |
| April 24, 2018 Filed Feb 13, 2019 16:15 UTC | Invesco Mortgage Capital Inc. IVR · Entity 5185 | OtherCommon Stock, par value $0.01 per share | 213.959 | $16.21 | $3,468.28 |
DisclosureSEC source: 0001209191-19-009601 · doc5.xml · nonDerivative · entry 1 Phegley Richard Lee Jr. · CIK 0001606178 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,835.078 Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 16:27 UTC | Invesco Mortgage Capital Inc. IVR · Entity 5185 | PurchaseCommon Stock, par value $0.01 per share | 1,750 | $15.49 | $27,107.50 |
DisclosureSEC source: 0001209191-18-015654 · doc4.xml · nonDerivative · entry 1 Phegley Richard Lee Jr. · CIK 0001606178 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,621.119 F1 · balance_after: Includes 55.2030 shares acquired through a dividend reinvestment program in a brokerage account. Read SEC document |
| October 26, 2017 Filed Feb 13, 2018 17:32 UTC | Invesco Mortgage Capital Inc. IVR · Entity 5185 | OtherCommon Stock, par value $0.01 per share | 51.859 | $17.82 | $924.13 |
DisclosureSEC source: 0001209191-18-009681 · doc5.xml · nonDerivative · entry 4 Phegley Richard Lee Jr. · CIK 0001606178 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,815.916 Read SEC document |
| July 26, 2017 Filed Feb 13, 2018 17:32 UTC | Invesco Mortgage Capital Inc. IVR · Entity 5185 | OtherCommon Stock, par value $0.01 per share | 53.33 | $16.51 | $880.48 |
DisclosureSEC source: 0001209191-18-009681 · doc5.xml · nonDerivative · entry 3 Phegley Richard Lee Jr. · CIK 0001606178 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,764.057 Read SEC document |
| April 26, 2017 Filed Feb 13, 2018 17:32 UTC | Invesco Mortgage Capital Inc. IVR · Entity 5185 | OtherCommon Stock, par value $0.01 per share | 52.75 | $16.29 | $859.30 |
DisclosureSEC source: 0001209191-18-009681 · doc5.xml · nonDerivative · entry 2 Phegley Richard Lee Jr. · CIK 0001606178 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,710.727 Read SEC document |
| January 26, 2017 Filed Feb 13, 2018 17:32 UTC | Invesco Mortgage Capital Inc. IVR · Entity 5185 | OtherCommon Stock, par value $0.01 per share | 56.358 | $14.85 | $836.92 |
DisclosureSEC source: 0001209191-18-009681 · doc5.xml · nonDerivative · entry 1 Phegley Richard Lee Jr. · CIK 0001606178 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,657.977 Read SEC document |
| December 14, 2016 Filed Dec 15, 2016 16:43 UTC | Invesco Mortgage Capital Inc. IVR · Entity 5185 | PurchaseCommon Stock, par value $0.01 per share | 1,350 | $14.93 | $20,155.50 |
DisclosureSEC source: 0001209191-16-155437 · doc4.xml · nonDerivative · entry 1 Phegley Richard Lee Jr. · CIK 0001606178 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,713 Read SEC document |
| October 26, 2016 Filed Feb 13, 2017 16:41 UTC | Invesco Mortgage Capital Inc. IVR · Entity 5185 | GrantCommon Stock, par value $0.01 per share | 238.619 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-010030 · doc5.xml · nonDerivative · entry 1 Phegley Richard Lee Jr. · CIK 0001606178 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,601.619 F1 · balance_after: Includes 238.619 Common Shares acquired via dividend reinvestment. Also reflects holdings correction due to clerical error. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.