Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ESSENTIAL PROPERTIES REALTY TRUST, INC.EPRT · Entity 3748 | Executive VP and CIO | July 14, 2026 | July 15, 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.
ESSENTIAL PROPERTIES REALTY TRUST, INC.
Report date July 14, 2026 · Filed July 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 76,866 |
Reported balance
After 2026-07-14 transaction · row 1
1 source rowRow 1 · 2026-07-14 · Grant · Acquired 176 · Balance 76,866 F1: Represents an adjustment to the shares subject to performance-based RSUs granted in 2023 which will vest on December 31, 2026 in connection with the payment of quarterly dividends to stockholders for the second quarter of 2026 pursuant to the terms and conditions of the underlying award agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an adjustment to the shares subject to performance-based RSUs granted in 2023 which will vest on December 31, 2026 in connection with the payment of quarterly dividends to stockholders for the second quarter of 2026 pursuant to the terms and conditions of the underlying award agreement.
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 |
|---|---|---|---|---|---|---|
| July 14, 2026 Filed Jul 15, 2026 20:53 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 176 | $0.00 | $0.00 |
DisclosureSEC source: 0002014191-26-000014 · wk-form4_1784148804.xml · nonDerivative · entry 1 Peil A Joseph · CIK 0002014191 · Executive VP and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,866 F1 · kind: Represents an adjustment to the shares subject to performance-based RSUs granted in 2023 which will vest on December 31, 2026 in connection with the payment of quarterly dividends to stockholders for the second quarter of 2026 pursuant to the terms and conditions of the underlying award agreement. Read SEC document |
| April 14, 2026 Filed Apr 16, 2026 20:44 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 165 | $0.00 | $0.00 |
DisclosureSEC source: 0002014191-26-000012 · wk-form4_1776372271.xml · nonDerivative · entry 1 Peil A Joseph · CIK 0002014191 · Executive VP and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,690 F1 · kind: Represents an adjustment to the shares subject to performance-based RSUs granted in 2023 which will vest on December 31, 2026 in connection with the payment of quarterly dividends to stockholders for the first quarter of 2026 pursuant to the terms and conditions of the underlying award agreement. Read SEC document |
| March 20, 2026 Filed Mar 23, 2026 20:14 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | SaleCommon Stock | 19,657 | $32.10 | $630,989.70 |
DisclosureSEC source: 0002014191-26-000010 · wk-form4_1774296838.xml · nonDerivative · entry 1 Peil A Joseph · CIK 0002014191 · Executive VP and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,525 Read SEC document |
| February 20, 2026 Filed Feb 23, 2026 21:18 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantOP Units · Derivative | 12,678 | $0.00 | $0.00 |
DisclosureSEC source: 0002014191-26-000008 · wk-form4_1771881523.xml · derivative · entry 1 Peil A Joseph · CIK 0002014191 · Executive VP and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,495 Underlying: Common Stock · 12,678 shares Expires not disclosed F1 · security: The OP Units ("OP Units") are units of limited partnership interest issued by Essential Properties, L.P., a Delaware limited partnership and the entity through which Essential Properties Realty Trust, Inc. (the "Company") holds substantially all of its assets and conducts its operations. The OP Units are redeemable by the holder for cash or, at the Company's election, may be exchanged for shares of the Company's common stock at a one-to-one ratio, subject to anti-dilution adjustments. F2 · security: Represents a special class of OP Units issued by Essential Properties, L.P. pursuant to its Partnership Agreement and the Company's Long-Term Incentive Plan ("LTIP Units"). Each LTIP Unit represents the contingent right to receive one OP Unit upon vesting, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes. F1 · derivative.exercise_price: The OP Units ("OP Units") are units of limited partnership interest issued by Essential Properties, L.P., a Delaware limited partnership and the entity through which Essential Properties Realty Trust, Inc. (the "Company") holds substantially all of its assets and conducts its operations. The OP Units are redeemable by the holder for cash or, at the Company's election, may be exchanged for shares of the Company's common stock at a one-to-one ratio, subject to anti-dilution adjustments. F2 · derivative.exercise_price: Represents a special class of OP Units issued by Essential Properties, L.P. pursuant to its Partnership Agreement and the Company's Long-Term Incentive Plan ("LTIP Units"). Each LTIP Unit represents the contingent right to receive one OP Unit upon vesting, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes. F2 · shares: Represents a special class of OP Units issued by Essential Properties, L.P. pursuant to its Partnership Agreement and the Company's Long-Term Incentive Plan ("LTIP Units"). Each LTIP Unit represents the contingent right to receive one OP Unit upon vesting, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes. F1 · derivative.exercise_date: The OP Units ("OP Units") are units of limited partnership interest issued by Essential Properties, L.P., a Delaware limited partnership and the entity through which Essential Properties Realty Trust, Inc. (the "Company") holds substantially all of its assets and conducts its operations. The OP Units are redeemable by the holder for cash or, at the Company's election, may be exchanged for shares of the Company's common stock at a one-to-one ratio, subject to anti-dilution adjustments. F2 · derivative.exercise_date: Represents a special class of OP Units issued by Essential Properties, L.P. pursuant to its Partnership Agreement and the Company's Long-Term Incentive Plan ("LTIP Units"). Each LTIP Unit represents the contingent right to receive one OP Unit upon vesting, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes. F3 · derivative.exercise_date: These LTIP Units vest ratably on the first, second, third and fourth anniversaries of January 18, 2026, subject to the reporting person's continued employment by the Company through the applicable vesting date. There is no expiration date for the LTIP Units or OP Units. F3 · derivative.expiration_date: These LTIP Units vest ratably on the first, second, third and fourth anniversaries of January 18, 2026, subject to the reporting person's continued employment by the Company through the applicable vesting date. There is no expiration date for the LTIP Units or OP Units. F1 · derivative.underlying_shares: The OP Units ("OP Units") are units of limited partnership interest issued by Essential Properties, L.P., a Delaware limited partnership and the entity through which Essential Properties Realty Trust, Inc. (the "Company") holds substantially all of its assets and conducts its operations. The OP Units are redeemable by the holder for cash or, at the Company's election, may be exchanged for shares of the Company's common stock at a one-to-one ratio, subject to anti-dilution adjustments. F2 · derivative.underlying_shares: Represents a special class of OP Units issued by Essential Properties, L.P. pursuant to its Partnership Agreement and the Company's Long-Term Incentive Plan ("LTIP Units"). Each LTIP Unit represents the contingent right to receive one OP Unit upon vesting, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes. Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 21:06 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | Tax withholdingCommon Stock | 8,738 | $31.91 | $278,829.58 |
DisclosureSEC source: 0002014191-26-000006 · wk-form4_1770930407.xml · nonDerivative · entry 2 Peil A Joseph · CIK 0002014191 · Executive VP and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,182 Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 21:06 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 34,165 | $0.00 | $0.00 |
DisclosureSEC source: 0002014191-26-000006 · wk-form4_1770930407.xml · nonDerivative · entry 1 Peil A Joseph · CIK 0002014191 · Executive VP and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,920 F1 · kind: Represents shares acquired upon the achievement of the performance criteria underlying the award of performance-based restricted stock units granted to the reporting person in 2023, of which 50% were immediately vested upon certification of the achievement of the performance criteria and the remaining 50% will vest on December 31, 2026, subject to the reporting person's continued service through such date. Read SEC document |
| January 20, 2026 Filed Jan 21, 2026 21:05 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | Tax withholdingCommon Stock | 6,183 | $30.04 | $185,737.32 |
DisclosureSEC source: 0002014191-26-000004 · wk-form4_1769029549.xml · nonDerivative · entry 1 Peil A Joseph · CIK 0002014191 · Executive VP and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,755 Read SEC document |
| January 14, 2026 Filed Jan 16, 2026 21:18 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 121 | $0.00 | $0.00 |
DisclosureSEC source: 0002014191-26-000002 · wk-form4_1768598283.xml · nonDerivative · entry 1 Peil A Joseph · CIK 0002014191 · Executive VP and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,938 F1 · kind: Represents an adjustment to the shares subject to performance-based RSUs granted in 2022 which vested on December 31, 2025 in connection with the payment of quarterly dividends to stockholders for the fourth quarter of 2025 pursuant to the terms and conditions of the underlying award agreement. Read SEC document |
| October 14, 2025 Filed Oct 15, 2025 22:25 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 118 | $0.00 | $0.00 |
DisclosureSEC source: 0002014191-25-000003 · wk-form4_1760567122.xml · nonDerivative · entry 1 Peil A Joseph · CIK 0002014191 · Executive VP and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,817 F1 · kind: Represents an adjustment to the shares subject to performance-based RSUs granted in 2022 which will vest on December 31, 2025 in connection with the payment of quarterly dividends to stockholders for the third quarter of 2025 pursuant to the terms and conditions of the underlying award agreement. Read SEC document |
| July 14, 2025 Filed Jul 15, 2025 20:41 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 109 | $0.00 | $0.00 |
DisclosureSEC source: 0001728951-25-000134 · wk-form4_1752612076.xml · nonDerivative · entry 1 Peil A Joseph · CIK 0002014191 · Executive VP and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,699 F1 · kind: Represents an adjustment to the shares subject to performance-based RSUs granted in 2022 which will vest on December 31, 2025 in connection with the payment of quarterly dividends to stockholders for the second quarter of 2025 pursuant to the terms and conditions of the underlying award agreement. Read SEC document |
| June 10, 2025 Filed Jun 11, 2025 11:16 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | SaleCommon Stock | 13,227 | $32.96 | $435,961.92 |
DisclosureSEC source: 0001728951-25-000115 · wk-form4_1749640556.xml · nonDerivative · entry 1 Peil A Joseph · CIK 0002014191 · Executive VP and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,590 Read SEC document |
| April 11, 2025 Filed Apr 15, 2025 20:34 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 111 | $0.00 | $0.00 |
DisclosureSEC source: 0001728951-25-000077 · wk-form4_1744749286.xml · nonDerivative · entry 1 Peil A Joseph · CIK 0002014191 · Executive VP and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,817 F1 · kind: Represents an adjustment to the shares subject to performance-based RSUs granted in 2022 which will vest on December 31, 2025 in connection with the payment of quarterly dividends to stockholders for the first quarter of 2025 pursuant to the terms and conditions of the underlying award agreement. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 21:43 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantOP Units · Derivative | 7,817 | $0.00 | $0.00 |
DisclosureSEC source: 0001728951-25-000050 · wk-form4_1740433405.xml · derivative · entry 1 Peil A Joseph · CIK 0002014191 · EVP & Head of Asset Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,817 Underlying: Common Stock · 7,817 shares Expires not disclosed F1 · security: The OP Units ("OP Units") are units of limited partnership interest issued by Essential Properties, L.P., a Delaware limited partnership and the entity through which Essential Properties Realty Trust, Inc. (the "Company") holds substantially all of its assets and conducts its operations. The OP Units are redeemable by the holder for cash or, at the Company's election, may be exchanged for shares of the Company's common stock at a one-to-one ratio, subject to anti-dilution adjustments. F2 · security: Represents a special class of OP Units issued by Essential Properties, L.P. pursuant to its Partnership Agreement and the Company's Long-Term Incentive Plan ("LTIP Units"). Each LTIP Unit represents the contingent right to receive one OP Unit upon vesting, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes. F1 · derivative.exercise_price: The OP Units ("OP Units") are units of limited partnership interest issued by Essential Properties, L.P., a Delaware limited partnership and the entity through which Essential Properties Realty Trust, Inc. (the "Company") holds substantially all of its assets and conducts its operations. The OP Units are redeemable by the holder for cash or, at the Company's election, may be exchanged for shares of the Company's common stock at a one-to-one ratio, subject to anti-dilution adjustments. F2 · derivative.exercise_price: Represents a special class of OP Units issued by Essential Properties, L.P. pursuant to its Partnership Agreement and the Company's Long-Term Incentive Plan ("LTIP Units"). Each LTIP Unit represents the contingent right to receive one OP Unit upon vesting, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes. F2 · shares: Represents a special class of OP Units issued by Essential Properties, L.P. pursuant to its Partnership Agreement and the Company's Long-Term Incentive Plan ("LTIP Units"). Each LTIP Unit represents the contingent right to receive one OP Unit upon vesting, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes. F1 · derivative.exercise_date: The OP Units ("OP Units") are units of limited partnership interest issued by Essential Properties, L.P., a Delaware limited partnership and the entity through which Essential Properties Realty Trust, Inc. (the "Company") holds substantially all of its assets and conducts its operations. The OP Units are redeemable by the holder for cash or, at the Company's election, may be exchanged for shares of the Company's common stock at a one-to-one ratio, subject to anti-dilution adjustments. F2 · derivative.exercise_date: Represents a special class of OP Units issued by Essential Properties, L.P. pursuant to its Partnership Agreement and the Company's Long-Term Incentive Plan ("LTIP Units"). Each LTIP Unit represents the contingent right to receive one OP Unit upon vesting, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes. F3 · derivative.exercise_date: These LTIP Units vest ratably on the first, second, third and fourth anniversaries of January 18, 2025, subject to the reporting person's continued employment by the Company through the applicable vesting date. There is no expiration date for the LTIP Units or OP Units. F3 · derivative.expiration_date: These LTIP Units vest ratably on the first, second, third and fourth anniversaries of January 18, 2025, subject to the reporting person's continued employment by the Company through the applicable vesting date. There is no expiration date for the LTIP Units or OP Units. F1 · derivative.underlying_shares: The OP Units ("OP Units") are units of limited partnership interest issued by Essential Properties, L.P., a Delaware limited partnership and the entity through which Essential Properties Realty Trust, Inc. (the "Company") holds substantially all of its assets and conducts its operations. The OP Units are redeemable by the holder for cash or, at the Company's election, may be exchanged for shares of the Company's common stock at a one-to-one ratio, subject to anti-dilution adjustments. F2 · derivative.underlying_shares: Represents a special class of OP Units issued by Essential Properties, L.P. pursuant to its Partnership Agreement and the Company's Long-Term Incentive Plan ("LTIP Units"). Each LTIP Unit represents the contingent right to receive one OP Unit upon vesting, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes. Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 21:35 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | Tax withholdingCommon Stock | 5,373 | $31.20 | $167,637.60 |
DisclosureSEC source: 0001728951-25-000041 · wk-form4_1739482539.xml · nonDerivative · entry 2 Peil A Joseph · CIK 0002014191 · EVP & Head of Asset Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,706 Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 21:35 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 22,842 | $0.00 | $0.00 |
DisclosureSEC source: 0001728951-25-000041 · wk-form4_1739482539.xml · nonDerivative · entry 1 Peil A Joseph · CIK 0002014191 · EVP & Head of Asset Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,079 F1 · security: Represents shares acquired upon the achievement of the performance criteria underlying the award of performance-based restricted stock units granted to the reporting person in 2022, of which 50% were immediately vested upon certification of the achievement of the performance criteria and the remaining 50% will vest on December 31, 2025, subject to the reporting person's continued service through such date. F1 · kind: Represents shares acquired upon the achievement of the performance criteria underlying the award of performance-based restricted stock units granted to the reporting person in 2022, of which 50% were immediately vested upon certification of the achievement of the performance criteria and the remaining 50% will vest on December 31, 2025, subject to the reporting person's continued service through such date. Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 02:13 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | Tax withholdingCommon Stock | 3,953 | $31.52 | $124,598.56 |
DisclosureSEC source: 0001728951-25-000015 · wk-form4_1737598415.xml · nonDerivative · entry 1 Peil A Joseph · CIK 0002014191 · EVP & Head of Asset Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,237 Read SEC document |
| January 14, 2025 Filed Jan 15, 2025 21:32 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 45 | $0.00 | $0.00 |
DisclosureSEC source: 0001728951-25-000008 · wk-form4_1736976718.xml · nonDerivative · entry 1 Peil A Joseph · CIK 0002014191 · EVP & Head of Asset Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,190 F1 · kind: Represents an adjustment to the shares subject to performance-based RSUs granted in 2021 which vested on December 31, 2024 in connection with the payment of quarterly dividends to stockholders for the fourth quarter of 2024 pursuant to the terms and conditions of the underlying award agreement. Read SEC document |
| October 11, 2024 Filed Oct 15, 2024 20:10 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001728951-24-000155 · wk-form4_1729023022.xml · nonDerivative · entry 1 Peil A Joseph · CIK 0002014191 · EVP & Head of Asset Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,145 F1 · kind: Represents an adjustment to the shares subject to performance-based RSUs granted in 2021 which will vest on December 31, 2024 in connection with the payment of quarterly dividends to stockholders for the third quarter of 2024 pursuant to the terms and conditions of the underlying award agreement. Read SEC document |
| July 12, 2024 Filed Jul 15, 2024 20:41 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 45 | $0.00 | $0.00 |
DisclosureSEC source: 0001728951-24-000115 · wk-form4_1721076103.xml · nonDerivative · entry 1 Peil A Joseph · CIK 0002014191 · EVP & Head of Asset Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,104 F1 · kind: Represents an adjustment to the shares subject to performance-based RSUs granted in 2021 which will vest on December 31, 2024 in connection with the payment of quarterly dividends to stockholders for the second quarter of 2024 pursuant to the terms and conditions of the underlying award agreement. Read SEC document |
| April 12, 2024 Filed Apr 16, 2024 21:10 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0001728951-24-000061 · wk-form4_1713301848.xml · nonDerivative · entry 1 Peil A Joseph · CIK 0002014191 · EVP & Head of Asset Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,059 F1 · kind: Represents an adjustment to the shares subject to performance-based RSUs granted in 2021 which will vest on December 31, 2024 in connection with the payment of quarterly dividends to stockholders for the first quarter of 2024 pursuant to the terms and conditions of the underlying award agreement. 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.