Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AGNC Investment Corp.AGNC · Entity 3435 | EVP, CFO | August 19, 2026 | August 21, 2026 |
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.
AGNC Investment Corp.
Report date August 19, 2026 · Filed August 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 399,639.465 |
Reported balance
After 2026-08-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-19 · Sale · Disposed 10,000 · Balance 399,639.465 F1: Includes 2,692 dividend equivalent restricted stock units received on previously granted RSU awards since the Reporting Person's last Form 4 filing. |
| Common StockSEC Table I · non-derivative | Direct | 394,639.465 |
Reported balance
After 2026-08-19 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-08-19 · Sale · Disposed 5,000 · Balance 394,639.465 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 2,692 dividend equivalent restricted stock units received on previously granted RSU awards since the Reporting Person's last Form 4 filing.
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 |
|---|---|---|---|---|---|---|
| February 22, 2021 Filed Feb 23, 2021 20:55 UTC | AGNC Investment Corp. AGNC · Entity 3435 | Tax withholdingCommon Stock | 2,542 | $16.51 | $41,968.42 |
DisclosureSEC source: 0001665177-21-000003 · edgar.xml · nonDerivative · entry 1 Bell Bernice · CIK 0001665177 · SVP and Chief Financial Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,119.902 F1 · shares: Dispositions represent shares withheld upon vesting of restricted stock unit awards to cover required tax withholdings. F2 · balance_after: Includes 639 dividend equivalent restricted stock units received on previously granted RSU awards since the Reporting Person's last Form 4 filing. Read SEC document |
| January 21, 2021 Filed Jan 22, 2021 21:02 UTC | AGNC Investment Corp. AGNC · Entity 3435 | GrantCommon Stock | 5,665 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001665177-21-000002 · edgar.xml · nonDerivative · entry 1 Bell Bernice · CIK 0001665177 · SVP and Chief Financial Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,022.902 F1 · price: Shares received for no consideration upon the satisfaction of performance criteria underlying performance based grants made under the AGNC Investment Corp. 2016 Equity and Incentive Compensation Plan on March 1, 2018. F2 · balance_after: Includes 8,264 dividend equivalent restricted stock units received on previously granted RSU awards since the Reporting Person's last Form 4 filing. Read SEC document |
| February 20, 2020 Filed Feb 21, 2020 21:05 UTC | AGNC Investment Corp. AGNC · Entity 3435 | GrantCommon Stock | 22,298 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001665177-20-000003 · edgar.xml · nonDerivative · entry 1 Bell Bernice · CIK 0001665177 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,093.902 F1 · price: Represents restricted stock units ("RSUs") granted under the AGNC Investment Corp. 2016 Equity and Incentive Compensation Plan. The awards were received as a grant for no consideration. The common stock underlying the RSUs will vest, subject to certain limitations, in equal installments, on each of March 15, 2021, March 15, 2022 and March 15, 2023. F2 · balance_after: Includes 470 dividend equivalent restricted stock units received on previously granted RSU awards since the Reporting Person's last Form 4 filing. Read SEC document |
| January 23, 2020 Filed Jan 24, 2020 21:04 UTC | AGNC Investment Corp. AGNC · Entity 3435 | GrantCommon Stock | 5,884 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001665177-20-000001 · edgar.xml · nonDerivative · entry 1 Bell Bernice · CIK 0001665177 · SVP and Chief Financial Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,325.902 F1 · price: Shares received for no consideration upon the satisfaction of performance criteria underlying performance based grants made under the AGNC Investment Corp. 2016 Equity and Incentive Compensation Plan on March 1, 2017. F2 · balance_after: Includes 4,789 dividend equivalent restricted stock units received on previously granted RSU awards since the Reporting Person's last Form 4 filing. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:29 UTC | AGNC Investment Corp. AGNC · Entity 3435 | GrantCommon Stock | 21,355 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001665177-19-000001 · edgar.xml · nonDerivative · entry 1 Bell Bernice · CIK 0001665177 · SVP and Chief Financial Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,652.902 F1 · price: Represents restricted stock units ("RSUs") granted under the AGNC Investment Corp. 2016 Equity and Incentive Compensation Plan. The awards were received as a grant for no consideration. The common stock underlying the RSUs will vest, subject to certain limitations, in equal installments, on each of March 15, 2020, March 15, 2021 and March 15, 2022. F2 · balance_after: Includes 1,292 dividend equivalent restricted stock units received on previously granted RSU awards since the Reporting Person's last Form 4 filing. Read SEC document |
| September 07, 2018 Filed Sep 11, 2018 20:11 UTC | AGNC Investment Corp. AGNC · Entity 3435 | GrantCommon Stock | 8,269 | $19.11 | $158,020.59 |
DisclosureSEC source: 0001665177-18-000002 · edgar.xml · nonDerivative · entry 1 Bell Bernice · CIK 0001665177 · SVP and Chief Financial Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,005.902 F1 · kind: Award of Deferred Stock Units (DSUs) issued under the AGNC Investment Corp. 2016 Equity and Incentive Compensation Plan in connection with the conversion of previously granted and deferred awards under the AGNC Mortgage Management, LLC Performance Incentive Plan-MTGE. The DSU award is exempt from Section 16(b) pursuant to Rule 16b-3. The DSUs will convert into shares of common stock on the date(s) specified in the insider's existing deferral election(s). F2 · balance_after: Includes 658 dividend equivalent restricted stock units received on previously granted RSU awards since the Reporting Person's last Form 4 filing. Read SEC document |
| March 12, 2018 Filed Mar 19, 2018 20:04 UTC | AGNC Investment Corp. AGNC · Entity 3435 | GrantCommon Stock | 6,674 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001665177-18-000001 · edgar.xml · nonDerivative · entry 1 Bell Bernice · CIK 0001665177 · SVP and Chief Accounting Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,078.902 F1 · price: Represents restricted stock units ("RSUs") granted under the AGNC Investment Corp. 2016 Equity and Incentive Compensation Plan. The awards were received as a grant for no consideration. The common stock underlying the RSUs will vest, subject to certain limitations, in equal installments, on each of March 15, 2019, March 15, 2020 and March 15, 2021. F2 · balance_after: Includes 696 dividend equivalent restricted stock units received on previously granted RSU awards since the Reporting Person's last Form 4 filing. Read SEC document |
| March 06, 2017 Filed Mar 7, 2017 21:09 UTC | AGNC Investment Corp. AGNC · Entity 3435 | SaleCommon Stock | 5,135 | $19.49 | $100,065.75 |
DisclosureSEC source: 0001665177-17-000004 · edgar.xml · nonDerivative · entry 1 Bell Bernice · CIK 0001665177 · SVP and Chief Accounting Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,708.902 F1 · price: Price reflects weighted average sales price; actual sale prices ranged from $19.48 to $19.495. The reporting person undertakes to provide, upon request by the Commission staff, the issuer or a security holder of the issuer, information regarding the number of shares sold at each separate price. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:34 UTC | AGNC Investment Corp. AGNC · Entity 3435 | GrantCommon Stock | 6,188 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001665177-17-000003 · edgar.xml · nonDerivative · entry 1 Bell Bernice · CIK 0001665177 · SVP and Chief Accounting Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,843.902 F1 · price: Represents restricted stock units ("RSUs") granted under the AGNC Investment Corp. 2016 Equity and Incentive Compensation Plan. The awards were received as a grant for no consideration. The common stock underlying the RSUs will vest, subject to certain limitations, in equal installments, on each of March 15, 2018, March 15, 2019 and March 15, 2020. Read SEC document |
| February 08, 2017 Filed Feb 9, 2017 21:06 UTC | AGNC Investment Corp. AGNC · Entity 3435 | SaleCommon Stock | 2,650 | $19.08 | $50,562.00 |
DisclosureSEC source: 0001665177-17-000002 · edgar.xml · nonDerivative · entry 2 Bell Bernice · CIK 0001665177 · SVP and Chief Accounting Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,655.902 Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 21:06 UTC | AGNC Investment Corp. AGNC · Entity 3435 | SaleCommon Stock | 2,620 | $19.09 | $50,020.78 |
DisclosureSEC source: 0001665177-17-000002 · edgar.xml · nonDerivative · entry 1 Bell Bernice · CIK 0001665177 · SVP and Chief Accounting Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,305.902 F1 · price: Price reflects weighted average sales price; actual sale prices ranged from $19.090 to $19.105. The reporting person undertakes to provide, upon request by the Commission staff, the issuer or a security holder of the issuer, information regarding the number of shares sold at each separate price. 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.