Form 4: AGNC CFO Bernice Bell Acquires 168,878 Shares
Insider Transaction Report
AGNC Investment Corp.'s EVP and CFO, Bernice Bell, acquired 168,878 shares of common stock through performance-based equity grants.
Summary
- Bernice Bell, Executive Vice President and Chief Financial Officer of AGNC Investment Corp., acquired 168,878 shares of the company's common stock.
- The acquisition occurred on January 21, 2026, and was reported on January 23, 2026.
- These shares were received for no consideration, resulting from the satisfaction of performance criteria under the Amended and Restated AGNC Investment Corp. 2016 Equity and Incentive Compensation Plan.
- The original performance-based grants were made on March 1, 2023.
- The reported beneficial ownership following this transaction is 516,728.311 shares of common stock.
- This total includes 8,131 dividend equivalent restricted stock units (RSUs) received on previously granted RSU awards since the last Form 4 filing by the Reporting Person.
Sentiment
Score: 7
Explanation: The filing indicates a positive event for the executive (receipt of compensation) and a neutral to slightly positive signal for the company (successful performance leading to vesting, executive retention, and alignment of interests).
Positives
- The acquisition of shares by the CFO indicates alignment of management's interests with shareholders.
- The shares were granted upon the satisfaction of performance criteria, suggesting successful achievement of company goals by the executive.
Future Outlook
NA
Industry Context
This routine insider transaction reflects the operation of an established equity compensation plan, common across publicly traded companies to incentivize and retain key executives. It does not provide specific insights into broader industry trends or competitive positioning.
Corporate Governance
| Change Type | Description | Effective Date | Impact Assessment |
|---|---|---|---|
| Confirmation of Plan Operation | The transaction occurred under the Amended and Restated AGNC Investment Corp. 2016 Equity and Incentive Compensation Plan, confirming the ongoing operation and effectiveness of the company's executive compensation framework. | 01/21/2026 | Reinforces the company's established compensation structure designed to incentivize executive performance and align interests with shareholders. |
Stakeholder Impact
- Shareholders: The transaction aligns the interests of the CFO with those of shareholders, as her compensation is tied to company performance and stock value.
- Employees: Demonstrates the company's commitment to its executive compensation plans, which can positively influence morale and retention among key personnel.
Key Dates
| Date | Description |
|---|---|
| 03/01/2023 | Date of original performance-based grants under the equity compensation plan. |
| 01/21/2026 | Date of transaction where shares were acquired upon satisfaction of performance criteria. |
| 01/23/2026 | Date the Form 4 filing was signed and submitted. |
Keywords
AGNC Investment Corp, AGNC, Bernice Bell, CFO, Insider Transaction, Form 4, Stock Acquisition, Equity Compensation, Performance Grant
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