Form 4: Director Manon Laroche Receives Annaly Capital Equity Grant

Sentiment:

Director Equity Grant


Annaly Capital Management director Manon Laroche was granted 8,641 deferred stock units as part of the company's equity incentive plan.

Summary

  • Director Manon Laroche acquired 8,641 Deferred Stock Units (DSUs) on June 10, 2026.
  • The DSUs were granted under the Annaly Capital Management, Inc. 2020 Equity Incentive Plan.
  • The reporting person has elected to defer the settlement of these units until after their termination of service.
  • Following this transaction, the director holds a total of 26,185 DSUs.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a routine administrative filing regarding director compensation with no material impact on company operations or financial outlook.

Positives

  • Alignment of director interests with long-term shareholder value through equity-based compensation.

Negatives

  • None identified.

Risks

  • Value of equity compensation is subject to market fluctuations in Annaly Capital Management common stock.

Future Outlook

The DSUs convert to common stock on a one-for-one basis one year after the grant date, subject to the director's election to defer settlement until after termination of service.

Management Comments

  • The reporting person has elected deferred settlement for all DSUs reported.

Industry Context

StockSavvy.ai notes that equity grants to board members are standard corporate governance practice in the mortgage REIT sector to ensure alignment between leadership and shareholders.

Comparison to Industry Standards

  • The use of deferred stock units for director compensation is consistent with standard practices at peer mortgage REITs such as AGNC Investment Corp and Starwood Property Trust.

Corporate Governance

Change TypeDescriptionEffective DateImpact Assessment
Equity CompensationGrant of deferred stock units under the 2020 Equity Incentive Plan.06/10/2026Standard alignment of director compensation with shareholder interests.

Stakeholder Impact

  • Minimal impact on shareholders as this is a standard compensation disclosure.

Next Steps

  • Conversion of DSUs to common stock upon the director's eventual termination of service.

Key Dates

DateDescription
06/10/2026Date of the DSU grant transaction.
06/12/2026Date the Form 4 was signed and filed.

Keywords

Annaly Capital Management, NLY, Director Compensation, Deferred Stock Units, Insider Transaction, Equity Incentive Plan

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