Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ESSENTIAL PROPERTIES REALTY TRUST, INC.EPRT · Entity 3748 | Director | May 13, 2026 | May 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 May 13, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| OP UnitsSEC Table II · derivative / convertible security | Direct | 3,837 |
Reported balance
After 2026-05-13 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-13 · Grant · Acquired 3,837 · Balance 3,837 F1: 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: 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: These LTIP Units vest ratably on the earlier of (i) the first anniversary of the date of grant and (ii) the first annual meeting of the Company's stockholders that occurs after the date of grant, subject to the reporting person's continued service on the Company's board of directors through the vesting date. There is no expiration date for the LTIP Units or OP Units. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: 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: These LTIP Units vest ratably on the earlier of (i) the first anniversary of the date of grant and (ii) the first annual meeting of the Company's stockholders that occurs after the date of grant, subject to the reporting person's continued service on the Company's board of directors through the vesting date. There is no expiration date for the LTIP Units or OP Units.
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 13, 2026 Filed May 15, 2026 20:09 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantOP Units · Derivative | 3,837 | $0.00 | $0.00 |
DisclosureSEC source: 0001744135-26-000004 · wk-form4_1778875739.xml · derivative · entry 1 DeLucca Joyce · CIK 0001744135 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,837 Underlying: Common Stock · 3,837 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 earlier of (i) the first anniversary of the date of grant and (ii) the first annual meeting of the Company's stockholders that occurs after the date of grant, subject to the reporting person's continued service on the Company's board of directors through the 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 earlier of (i) the first anniversary of the date of grant and (ii) the first annual meeting of the Company's stockholders that occurs after the date of grant, subject to the reporting person's continued service on the Company's board of directors through the 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 |
| May 14, 2025 Filed May 16, 2025 11:30 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 3,818 | $0.00 | $0.00 |
DisclosureSEC source: 0001728951-25-000101 · wk-form4_1747395028.xml · nonDerivative · entry 1 DeLucca Joyce · CIK 0001744135 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,603 F1 · shares: Reflects a grant of restricted stock units that vest on the earlier of (i) the first anniversary of the date of grant and (ii) the first annual meeting of the Issuer's stockholders that occurs after the date of grant, subject to the reporting person's continued service on the Issuer's board of directors through the vesting date. Each restricted stock unit represents a contingent right to receive one share of common stock, $0.01 par value per share, of the Issuer. Read SEC document |
| May 20, 2024 Filed May 22, 2024 20:29 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 3,631 | $0.00 | $0.00 |
DisclosureSEC source: 0001728951-24-000090 · wk-form4_1716409731.xml · nonDerivative · entry 1 DeLucca Joyce · CIK 0001744135 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,785 F1 · shares: Reflects a grant of restricted stock units that vest on the earlier of (i) the first anniversary of the date of grant and (ii) the first annual meeting of the Issuer's stockholders that occurs after the date of grant, subject to the reporting person's continued service on the Issuer's board of directors through the vesting date. Each restricted stock unit represents a contingent right to receive one share of common stock, $0.01 par value per share, of the Issuer. Read SEC document |
| June 15, 2023 Filed Jul 17, 2023 20:27 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 3,988 | $0.00 | $0.00 |
DisclosureSEC source: 0001728951-23-000073 · wf-form4_168962564137538.xml · nonDerivative · entry 1 DeLucca Joyce · CIK 0001744135 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,154 F1 · shares: Reflects a grant of restricted stock units that vest on the earlier of (i) the first anniversary of the date of grant and (ii) the first annual meeting of the Issuer's stockholders that occurs after the date of grant, subject to the reporting person's continued service on the Issuer's board of directors through the vesting date. Each restricted stock unit represents a contingent right to receive one share of common stock, $0.01 par value per share, of the Issuer. Read SEC document |
| May 16, 2022 Filed May 17, 2022 22:03 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 4,323 | $0.00 | $0.00 |
DisclosureSEC source: 0001728951-22-000077 · wf-form4_165282494783467.xml · nonDerivative · entry 1 DeLucca Joyce · CIK 0001744135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,166 F1 · shares: Reflects a grant of restricted stock units that vest on the earlier of (i) the first anniversary of the date of grant and (ii) the first annual meeting of the Issuer's stockholders that occurs after the date of grant, subject to the reporting person's continued service on the Issuer's board of directors through the vesting date. Each restricted stock unit represents a contingent right to receive one share of common stock, $0.01 par value per share, of the Issuer. Read SEC document |
| May 24, 2021 Filed May 26, 2021 20:09 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 2,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001728951-21-000051 · wf-form4_162205977771608.xml · nonDerivative · entry 1 DeLucca Joyce · CIK 0001744135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,843 F1 · shares: Reflects a grant of restricted stock units that vest on the earlier of (i) the first anniversary of the date of grant and (ii) the first annual meeting of the Issuer's stockholders that occurs after the date of grant, subject to the reporting person's continued service on the Issuer's board of directors through the vesting date. Each restricted stock unit represents a contingent right to receive one share of common stock, $0.01 par value per share, of the Issuer. Read SEC document |
| June 25, 2020 Filed Jun 30, 2020 01:45 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 3,831 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-039366 · doc4.xml · nonDerivative · entry 1 DeLucca Joyce · CIK 0001744135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,448 F1 · shares: Reflects a grant of restricted stock units that vest on the earlier of (i) the first anniversary of the date of grant and (ii) the first annual meeting of the Issuer's stockholders that occurs after the date of grant, subject to the reporting person's continued service on the Issuer's board of directors through the vesting date. Each restricted stock unit represents a contingent right to receive one share of common stock, $0.01 par value per share, of the Issuer. Read SEC document |
| June 25, 2019 Filed Jun 27, 2019 14:32 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 2,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-039201 · doc4.xml · nonDerivative · entry 1 DeLucca Joyce · CIK 0001744135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,617 F1 · shares: Reflects a grant of restricted stock units that vest on the earlier of (i) the first anniversary of the date of grant and (ii) the first annual meeting of the Issuer's stockholders that occurs after the date of grant, subject to the reporting person's continued service on the Issuer's board of directors through the vesting date. Each restricted stock unit represents a contingent right to receive one share of common stock, $0.01 par value per share, of the Issuer. Read SEC document |
| June 25, 2018 Filed Jun 27, 2018 21:04 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 3,871 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-030163 · form4.xml · nonDerivative · entry 2 DeLucca Joyce · CIK 0001744135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,742 F2 · shares: Reflects a grant of restricted shares that vest on the first anniversary of the date of grant, subject to the reporting person's continued service on the Issuer's board of directors through the vesting date. Read SEC document |
| June 25, 2018 Filed Jun 27, 2018 21:04 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 3,871 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-030163 · form4.xml · nonDerivative · entry 1 DeLucca Joyce · CIK 0001744135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,871 F1 · shares: Reflects a grant of restricted shares that vest ratably on the first, second and third anniversaries of the date of grant, subject to the reporting person's continued service on the Issuer's board of directors through the applicable vesting date. 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.