Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AGNC Investment Corp.AGNC · Entity 3435 | EVP | March 16, 2026 | March 17, 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 March 16, 2026 · Filed March 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 442,017.049 |
Reported balance
After 2026-03-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-16 · Tax withholding · Disposed 35,030 · Balance 442,017.049 F1: Dispositions represent shares withheld upon vesting of restricted stock unit awards to cover required tax withholdings. F2: Includes 1,748 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 | IndirectIRA | 11,000 |
Reported balance
Holding disclosure · report date 2026-03-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 11,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Dispositions represent shares withheld upon vesting of restricted stock unit awards to cover required tax withholdings.
F2: Includes 1,748 dividend equivalent restricted stock units received on previously granted RSU awards since the Reporting Person's last Form 4 filing.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
MTGE Investment Corp.
Report date September 07, 2018 · Filed September 10, 2018
Section 16 reporting ended · disclosed 2018-09-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-09-07 transaction · row 1
1 source rowRow 1 · 2018-09-07 · Disposition to issuer · Disposed 6,301.13 · Balance 0 F1: Includes 140 shares of stock received pursuant to the reinvestment of cash dividends declared by the Company on previously granted shares under the AGNC Mortgage Management, LLC Performance Incentive Plan-MTGE since the Reporting Person's last Form 4 filing. F2: Disposed of pursuant to the Agreement and Plan of Merger dated as of May 2, 2018 by and among Annaly Capital Management, Inc. ("Annaly"), MTGE Investment Corp. and Mountain Merger Sub Corporation in exchange for $123,817. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 140 shares of stock received pursuant to the reinvestment of cash dividends declared by the Company on previously granted shares under the AGNC Mortgage Management, LLC Performance Incentive Plan-MTGE since the Reporting Person's last Form 4 filing.
F2: Disposed of pursuant to the Agreement and Plan of Merger dated as of May 2, 2018 by and among Annaly Capital Management, Inc. ("Annaly"), MTGE Investment Corp. and Mountain Merger Sub Corporation in exchange for $123,817.
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 |
|---|---|---|---|---|---|---|
| March 16, 2026 Filed Mar 17, 2026 20:02 UTC | AGNC Investment Corp. AGNC · Entity 3435 | Tax withholdingCommon Stock | 35,030 | $10.33 | $361,859.90 |
DisclosureSEC source: 0001423689-26-000070 · form4.xml · nonDerivative · entry 1 Reid Sean · CIK 0001738813 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 442,017.049 F1 · shares: Dispositions represent shares withheld upon vesting of restricted stock unit awards to cover required tax withholdings. F2 · balance_after: Includes 1,748 dividend equivalent restricted stock units received on previously granted RSU awards since the Reporting Person's last Form 4 filing. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 21:01 UTC | AGNC Investment Corp. AGNC · Entity 3435 | GrantCommon Stock | 80,717 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001423689-26-000054 · form4.xml · nonDerivative · entry 1 Reid Sean · CIK 0001738813 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 475,299.049 F1 · price: Represents restricted stock units ("RSUs") granted under the Amended and Restated 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, 2027, March 15, 2028 and March 15, 2029. Read SEC document |
| February 17, 2026 Filed Feb 18, 2026 21:00 UTC | AGNC Investment Corp. AGNC · Entity 3435 | Tax withholdingCommon Stock | 53,370 | $11.30 | $603,081.00 |
DisclosureSEC source: 0001423689-26-000035 · form4.xml · nonDerivative · entry 1 Reid Sean · CIK 0001738813 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 394,582.049 F1 · shares: Dispositions represent shares withheld upon vesting of restricted stock unit awards to cover required tax withholdings. F2 · balance_after: Includes 2,905 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, 2026 Filed Jan 23, 2026 21:01 UTC | AGNC Investment Corp. AGNC · Entity 3435 | GrantCommon Stock | 117,087 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001423689-26-000020 · form4.xml · nonDerivative · entry 1 Reid Sean · CIK 0001738813 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 445,047.049 F1 · price: Shares received for no consideration upon the satisfaction of performance criteria underlying performance based grants made under the Amended and Restated AGNC Investment Corp. 2016 Equity and Incentive Compensation Plan on March 1, 2023. F2 · balance_after: Includes 17,811 dividend equivalent restricted stock units received on previously granted RSU awards since the Reporting Person's last Form 4 filing. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 20:08 UTC | AGNC Investment Corp. AGNC · Entity 3435 | Tax withholdingCommon Stock | 24,638 | $10.35 | $255,003.30 |
DisclosureSEC source: 0001062993-25-005697 · form4.xml · nonDerivative · entry 1 Reid Sean · CIK 0001738813 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 310,149.049 F1 · shares: Dispositions represent shares withheld upon vesting of restricted stock unit awards to cover required tax withholdings. F2 · balance_after: Includes 1,402 dividend equivalent restricted stock units received on previously granted RSU awards since the Reporting Person's last Form 4 filing. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 21:46 UTC | AGNC Investment Corp. AGNC · Entity 3435 | GrantCommon Stock | 72,886 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-25-004585 · form4.xml · nonDerivative · entry 1 Reid Sean · CIK 0001738813 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 333,385.049 F1 · price: Represents restricted stock units ("RSUs") granted under the Amended and Restated 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, 2026, March 15, 2027 and March 15, 2028. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 21:06 UTC | AGNC Investment Corp. AGNC · Entity 3435 | Tax withholdingCommon Stock | 23,979 | $10.49 | $251,539.71 |
DisclosureSEC source: 0001062993-25-003046 · form4.xml · nonDerivative · entry 1 Reid Sean · CIK 0001738813 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 260,499.049 F1 · shares: Dispositions represent shares withheld upon vesting of restricted stock unit awards to cover required tax withholdings. F2 · balance_after: Includes 1,984 dividend equivalent restricted stock units received on previously granted RSU awards since the Reporting Person's last Form 4 filing. Read SEC document |
| January 22, 2025 Filed Jan 24, 2025 21:08 UTC | AGNC Investment Corp. AGNC · Entity 3435 | GrantCommon Stock | 52,550 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-25-001067 · form4.xml · nonDerivative · entry 1 Reid Sean · CIK 0001738813 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 282,494.049 F1 · price: Shares received for no consideration upon the satisfaction of performance criteria underlying performance based grants made under the Amended and Restated AGNC Investment Corp. 2016 Equity and Incentive Compensation Plan on March 1, 2022. F2 · balance_after: Includes 13,319 dividend equivalent restricted stock units received on previously granted RSU awards since the Reporting Person's last Form 4 filing. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:02 UTC | AGNC Investment Corp. AGNC · Entity 3435 | Tax withholdingCommon Stock | 16,982 | $9.63 | $163,536.66 |
DisclosureSEC source: 0001062993-24-006619 · form4.xml · nonDerivative · entry 1 Reid Sean · CIK 0001738813 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 216,625.049 F1 · shares: Dispositions represent shares withheld upon vesting of restricted stock unit awards to cover required tax withholdings. F2 · balance_after: Includes 1,036 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, 2024 Filed Mar 5, 2024 21:01 UTC | AGNC Investment Corp. AGNC · Entity 3435 | GrantCommon Stock | 54,279 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-005460 · form4.xml · nonDerivative · entry 1 Reid Sean · CIK 0001738813 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 232,571.049 F1 · price: Represents restricted stock units ("RSUs") granted under the Amended and Restated 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, 2025, March 15, 2026 and March 15, 2027. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 21:19 UTC | AGNC Investment Corp. AGNC · Entity 3435 | Tax withholdingCommon Stock | 7,562 | $9.56 | $72,292.72 |
DisclosureSEC source: 0001062993-24-003666 · form4.xml · nonDerivative · entry 1 Reid Sean · CIK 0001738813 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 178,292.049 F1 · shares: Dispositions represent shares withheld upon vesting of restricted stock unit awards to cover required tax withholdings. F2 · balance_after: Includes 1,276 dividend equivalent restricted stock units received on previously granted RSU awards since the Reporting Person's last Form 4 filing. Read SEC document |
| January 17, 2024 Filed Jan 19, 2024 21:01 UTC | AGNC Investment Corp. AGNC · Entity 3435 | GrantCommon Stock | 16,558 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-001073 · form4.xml · nonDerivative · entry 1 Reid Sean · CIK 0001738813 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 184,578.049 F1 · price: Shares received for no consideration upon the satisfaction of performance criteria underlying performance based grants made under the Amended and Restated AGNC Investment Corp. 2016 Equity and Incentive Compensation Plan on March 1, 2021. F2 · balance_after: Includes 8,030 dividend equivalent restricted stock units received on previously granted RSU awards since the Reporting Person's last Form 4 filing. Read SEC document |
| May 24, 2023 Filed May 25, 2023 19:00 UTC | AGNC Investment Corp. AGNC · Entity 3435 | PurchaseCommon Stock | 11,000 | $8.91 | $98,010.00 |
DisclosureSEC source: 0001062993-23-012172 · form4.xml · nonDerivative · entry 2 Reid Sean · CIK 0001738813 · EVP 10b5-1 filing: No plan indicated Ownership: Indirect · IRA Disclosed balance after: 11,000 Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 20:31 UTC | AGNC Investment Corp. AGNC · Entity 3435 | Tax withholdingCommon Stock | 9,096 | $9.89 | $89,959.44 |
DisclosureSEC source: 0001062993-23-007049 · form4.xml · nonDerivative · entry 1 Reid Sean · CIK 0001738813 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,149.049 F1 · shares: Dispositions represent shares withheld upon vesting of restricted stock unit ("RSU") awards to cover required tax withholdings. F2 · balance_after: Includes 533 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, 2023 Filed Mar 3, 2023 21:05 UTC | AGNC Investment Corp. AGNC · Entity 3435 | GrantCommon Stock | 49,102 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-005844 · form4.xml · nonDerivative · entry 1 Reid Sean · CIK 0001738813 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,712.049 F1 · price: Represents restricted stock units ("RSUs") granted under the Amended and Restated 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, 2024, March 15, 2025 and March 15, 2026. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:04 UTC | AGNC Investment Corp. AGNC · Entity 3435 | Tax withholdingCommon Stock | 5,640 | $11.48 | $64,747.20 |
DisclosureSEC source: 0001062993-23-004021 · form4.xml · nonDerivative · entry 1 Reid Sean · CIK 0001738813 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,610.049 F1 · shares: Dispositions represent shares withheld upon vesting of restricted stock unit awards to cover required tax withholdings. F2 · balance_after: Includes 675 dividend equivalent restricted stock units received on previously granted RSU awards since the Reporting Person's last filing. Read SEC document |
| January 26, 2023 Filed Jan 27, 2023 21:09 UTC | AGNC Investment Corp. AGNC · Entity 3435 | GrantCommon Stock | 18,545 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-001479 · form4.xml · nonDerivative · entry 1 Reid Sean · CIK 0001738813 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,575.049 F1 · price: Shares received for no consideration upon the satisfaction of performance criteria underlying performance based grants made under the Amended and Restated AGNC Investment Corp. 2016 Equity and Incentive Compensation Plan on February 20, 2020. F2 · balance_after: Includes 4,826 dividend equivalent restricted stock units received on previously granted RSU awards since the Reporting Person's last Form 4 filing. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 20:20 UTC | AGNC Investment Corp. AGNC · Entity 3435 | Tax withholdingCommon Stock | 5,724 | $12.90 | $73,839.60 |
DisclosureSEC source: 0001062993-22-008038 · form4.xml · nonDerivative · entry 1 Reid Sean · CIK 0001738813 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,204.049 F1 · shares: Dispositions represent shares withheld upon vesting of restricted stock unit ("RSU") awards to cover required tax withholdings. F2 · balance_after: Includes 313 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, 2022 Filed Mar 3, 2022 21:47 UTC | AGNC Investment Corp. AGNC · Entity 3435 | GrantCommon Stock | 22,863 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-22-006672 · form4.xml · nonDerivative · entry 1 Reid Sean · CIK 0001738813 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,615.049 F1 · price: Represents restricted stock units ("RSUs") granted under the Amended and Restated 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, 2023, March 15, 2024 and March 15, 2025. Read SEC document |
| February 15, 2022 Filed Feb 15, 2022 22:22 UTC | AGNC Investment Corp. AGNC · Entity 3435 | Tax withholdingCommon Stock | 6,285 | $13.85 | $87,047.25 |
DisclosureSEC source: 0001062993-22-004476 · form4.xml · nonDerivative · entry 1 Reid Sean · CIK 0001738813 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,752.049 F1 · shares: Dispositions represent shares withheld upon vesting of restricted stock unit awards to cover required tax withholdings. F2 · balance_after: Includes 458 dividend equivalent restricted stock units received on previously granted RSU awards since the Reporting Person's last filing. Read SEC document |
| September 07, 2018 Filed Sep 10, 2018 15:08 UTC | MTGE Investment Corp. MTGE · Entity 163688 | Disposition to issuerCommon Stock | 6,301.13 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001738813-18-000005 · edgar.xml · nonDerivative · entry 1 Reid Sean · CIK 0001738813 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Includes 140 shares of stock received pursuant to the reinvestment of cash dividends declared by the Company on previously granted shares under the AGNC Mortgage Management, LLC Performance Incentive Plan-MTGE since the Reporting Person's last Form 4 filing. F2 · price: Disposed of pursuant to the Agreement and Plan of Merger dated as of May 2, 2018 by and among Annaly Capital Management, Inc. ("Annaly"), MTGE Investment Corp. and Mountain Merger Sub Corporation in exchange for $123,817. Read SEC document |
| May 09, 2018 Filed May 11, 2018 15:45 UTC | MTGE Investment Corp. MTGE · Entity 163688 | SaleCommon Stock | 6,334 | $19.45 | $123,196.30 |
DisclosureSEC source: 0001738813-18-000004 · edgar.xml · nonDerivative · entry 1 Reid Sean · CIK 0001738813 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,161.132 F1 · price: The reported price is a weighted average price. The shares were sold in multiple transactions at prices ranging from $19.45 to $19.48, inclusive. The Reporting Person undertakes to provide to the Issuer, any stockholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range. 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.