Form 4: Director Andrew A. Johnson Jr. Receives AGNC Stock Grant

Director Andrew A. Johnson Jr. was granted 17,045 restricted stock units in AGNC Investment Corp. as part of an equity incentive plan.

Summary

• Director Andrew A. Johnson Jr. acquired 17,045 restricted stock units (RSUs) in AGNC Investment Corp. on April 16, 2026.
• The grant was issued under the Amended and Restated AGNC Investment Corp. 2016 Equity and Incentive Compensation Plan for no consideration.
• The RSUs are scheduled to vest on the earlier of April 16, 2027, or the date of the next annual meeting of stockholders.
• Following this transaction, the director's total beneficial ownership increased to 113,193 shares, which includes 12,055 dividend equivalent units.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a routine regulatory disclosure regarding director compensation, which is neutral in terms of immediate market impact.

Positives

• Alignment of director interests with shareholders through equity-based compensation.
• Increase in total beneficial ownership by a member of the board.

Negatives

• None identified.

Risks

• Vesting of equity is subject to the terms and limitations of the 2016 Equity and Incentive Compensation Plan.

Future Outlook

The RSUs will vest on the earlier of April 16, 2027, or the next annual meeting of stockholders, aligning the director's compensation with future company performance.

Industry Context

StockSavvy.ai notes that equity grants to non-executive directors are standard corporate governance practice in the REIT sector to ensure long-term alignment with shareholder interests.

Comparison to Industry Standards

• The use of restricted stock units for director compensation is consistent with standard practices among large-cap mortgage REITs.
• The vesting schedule tied to annual meetings is a common governance mechanism in the industry.

Stakeholder Impact

• Shareholders benefit from the increased alignment of director incentives with long-term company performance.

Next Steps

• Vesting of the 17,045 RSUs on April 16, 2027, or the next annual meeting of stockholders.

Key Dates

Keywords

AGNC, Director, Insider Trading, Equity Compensation, Restricted Stock Units, Form 4