Form 4: STAG Industrial Director Acquires Shares as Compensation

STAG Industrial, Inc. Director Larry T Guillemette acquired 963 shares of common stock valued at $36.31 per share on July 15, 2025, as part of his director compensation.

Summary

• Larry T Guillemette, a Director of STAG Industrial, Inc. (STAG), acquired 963 shares of the company's common stock.
• The transaction occurred on July 15, 2025.
• The shares were acquired at a price of $36.31 per share.
• This acquisition was made pursuant to STAG Industrial, Inc.'s 2011 Equity Incentive Plan, as amended.
• The shares were issued in lieu of quarterly fees totaling $35,000 for Mr. Guillemette's services as a director.
• The valuation of $36.31 per share was based on the average closing price of the shares for the 10-day period ended July 10, 2025.
• Following this transaction, Mr. Guillemette beneficially owns 40,670 shares of STAG Industrial, Inc. common stock.

Sentiment

Score: 7

Explanation: The acquisition of shares by a director, even as compensation, is generally viewed positively as it increases insider ownership and aligns the director's interests with those of shareholders. It's a routine transaction, not indicative of major news, but the increase in insider holdings is a minor positive.

Positives

• A director acquiring shares, even as compensation, aligns their interests with shareholders.
• The use of equity for director compensation indicates a commitment to the company's long-term performance.

Future Outlook

N/A

Industry Context

This transaction is a routine insider filing for a Real Estate Investment Trust (REIT), where directors often receive equity as part of their compensation, aligning their interests with shareholders. It does not provide broader industry trends.

Comparison to Industry Standards

• Compensating directors with equity is a common practice across the REIT sector and broader public companies, aligning director incentives with long-term shareholder value.
• The valuation method, using an average closing price over a period, is a standard practice to ensure fairness and reduce volatility impact on compensation.

Corporate Governance

Stakeholder Impact

• Shareholders: The transaction increases insider ownership, potentially signaling confidence in the company's future and aligning director interests with shareholder returns.
• Employees: No direct impact on employees is indicated by this filing.
• Customers/Suppliers/Creditors: No direct impact on these stakeholders is indicated by this filing.

Key Dates

Recommendation

Keywords

STAG Industrial, STAG, Form 4, Insider Transaction, Director Compensation, Equity Incentive Plan, Share Acquisition, Larry T Guillemette, Real Estate Investment Trust, REIT