Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NNN REIT, INC.NNN · Entity 3603 | EVP, CIO | February 17, 2026 | February 18, 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.
NNN REIT, INC.
Report date February 17, 2026 · Filed February 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 81,990 |
Ending reported balance
After 2026-02-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-17 · Grant · Acquired 4,648 · Balance 60,298 F1: The shares will vest 25% annually beginning 2027 through 2030. The Reporting Person has voting and dividend rights on all of these shares, including unvested shares. Row 2 · 2026-02-17 · Grant · Acquired 21,692 · Balance 81,990 F2: Shares will vest on January 1, 2029 based upon achieving certain total shareholder returns. The Reporting Person has no dividend rights on these shares until the shares have vested. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares will vest 25% annually beginning 2027 through 2030. The Reporting Person has voting and dividend rights on all of these shares, including unvested shares.
F2: Shares will vest on January 1, 2029 based upon achieving certain total shareholder returns. The Reporting Person has no dividend rights on these shares until the shares have vested.
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 17, 2026 Filed Feb 18, 2026 21:07 UTC | NNN REIT, INC. NNN · Entity 3603 | GrantCommon Stock | 21,692 | $44.34 | $961,823.28 |
DisclosureSEC source: 0001193125-26-057035 · ownership.xml · nonDerivative · entry 2 Lewis Joshua Phillip · CIK 0002079845 · EVP, CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,990 F2 · shares: Shares will vest on January 1, 2029 based upon achieving certain total shareholder returns. The Reporting Person has no dividend rights on these shares until the shares have vested. Read SEC document |
| February 17, 2026 Filed Feb 18, 2026 21:07 UTC | NNN REIT, INC. NNN · Entity 3603 | GrantCommon Stock | 4,648 | $44.34 | $206,092.32 |
DisclosureSEC source: 0001193125-26-057035 · ownership.xml · nonDerivative · entry 1 Lewis Joshua Phillip · CIK 0002079845 · EVP, CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,298 F1 · shares: The shares will vest 25% annually beginning 2027 through 2030. The Reporting Person has voting and dividend rights on all of these shares, including unvested shares. Read SEC document |
| August 01, 2025 Filed Aug 5, 2025 20:46 UTC | NNN REIT, INC. NNN · Entity 3603 | GrantCommon Stock | 10,000 | $41.26 | $412,600.00 |
DisclosureSEC source: 0000950170-25-103162 · ownership.xml · nonDerivative · entry 1 Lewis Joshua Phillip · CIK 0002079845 · EVP, CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,650 F1 · shares: The grant provides for a cliff vesting whereby 100% of the shares will vest at the end of a three year period ending in 2028. The reporting person has voting and dividend rights on all of these shares. 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.