EPRT on NYSE
ESSENTIAL PROPERTIES REALTY TRUST, INC.
We are an internally managed real estate company that acquires, owns and manages primarily single-tenant properties that are net leased on a long-term basis to middle-market companies operating.4 From its latest annual report
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Last updated Oct 19, 2026.
Overview
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- TickerEPRT on NYSE2
- IndustryReal Estate Investment Trusts2
- HeadquartersLutherville, United States2
- Incorporated inMD3
- Business address5 Vaughn Drive, Suite 202, Princeton, Nj3
- Filer categoryLarge accelerated filer3
- Legal formStock Corporation2
- LEI2549009LXQLVYCGLZO502
- StatusActive2
- LEI statusIssued and current2
- Registered addressC/O COGENCY GLOBAL INC., 21093 Lutherville, United States2
- Registered withBusiness Services (Maryland Department of Assessments and Taxation), D185101492
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We are an internally managed real estate company that acquires, owns and manages primarily single-tenant properties that are net leased on a long-term basis to middle-market companies operating service-oriented or experience-based businesses. We have assembled a diversified portfolio using a disciplined strategy that focuses on properties leased to tenants in businesses including, but not limited to:4 From its latest annual report
Financials
From the company’s reports to the SEC. Every number links to the filing it came from.
Key numbers, fiscal 2025
64.1%Operating margin5
45.1%Net margin5
24.8%Revenue growth, 20255
6.0%Return on equity5
0.60×Debt to equity5
Where the money goes
Where each dollar of revenue went, fiscal 2025
- Other costs55¢$307.6M
- Income tax0¢$644.0K
- Profit45¢$253.0M
Out of $561.2M in revenue.5
Where each dollar of operating cash went, fiscal 2025
- Dividends paid61¢$233.9M
- Kept or used elsewhere39¢$147.1M
Out of $381.1M of cash from operations.5
Financial statements
Every line of the income statement as filed: the last 3 fiscal years, latest first.5
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Rental revenue | $527.5M | $425.7M | $339.9M |
| Interest on loans and direct financing lease receivables | $31.6M | $23.4M | $18.1M |
| Other revenue, net | $2.1M | $452.0K | $1.6M |
| Total revenues | $561.2M | $449.6M | $359.6M |
| General and administrative | $40.9M | $35.2M | $30.7M |
| Property expenses | $7.6M | $5.0M | $4.7M |
| Depreciation and amortization | $153.6M | $122.2M | $102.2M |
| Provision for impairment of real estate | $12.0M | $14.8M | $3.5M |
| Change in provision for credit losses | $108.0K | $230.0K | -$99.0K |
| Total expenses | $214.1M | $177.4M | $141.0M |
| Gain on dispositions of real estate, net | $12.8M | $6.0M | $24.2M |
| Income from operations | $359.9M | $278.2M | $242.8M |
| Loss on debt extinguishment | $0 | $0 | -$116.0K |
| Interest expense | -$108.1M | -$78.5M | -$52.6M |
| Interest income | $2.5M | $3.1M | $2.0M |
| Other income | $0 | $1.5M | $0 |
| Income before income tax expense | $254.4M | $204.3M | $192.1M |
| Income tax expense | $644.0K | $628.0K | $636.0K |
| Net income | $253.7M | $203.6M | $191.4M |
| Net income attributable to non-controlling interests | -$718.0K | -$634.0K | -$708.0K |
| Net income attributable to stockholders | $253.0M | $203.0M | $190.7M |
| Basic weighted average shares outstanding (in shares) | 196.1M shares | 173.9M shares | 152.1M shares |
| Basic net income per share (in USD per share) | $1.29 | $1.16 | $1.25 |
| Diluted weighted average shares outstanding (in shares) | 198.1M shares | 177.1M shares | 153.5M shares |
| Diluted net income per share (in USD per share) | $1.28 | $1.15 | $1.24 |
No quarter-by-quarter statement was filed.
Every line of the balance sheet as filed: the last 4 fiscal years (annual) or 4 quarters (quarterly), latest first.5
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Land and improvements | $2.2B | $1.9B | ||
| Building and improvements | $4.4B | $3.5B | ||
| Lease incentives | $24.2M | $17.9M | ||
| Construction in progress | $49.9M | $153.8M | ||
| Intangible lease assets | $99.2M | $94.0M | ||
| Total real estate investments, at cost | $6.8B | $5.7B | ||
| Less: accumulated depreciation and amortization | -$612.7M | -$476.8M | ||
| Total real estate investments, net | $6.2B | $5.2B | ||
| Loans and direct financing lease receivables, net | $401.3M | $352.1M | ||
| Real estate investments held for sale, net | $2.6M | $10.0M | $7.5M | |
| Net investments | $6.6B | $5.6B | ||
| Cash and cash equivalents | $60.2M | $40.7M | $39.8M | |
| Restricted cash | $10.2M | $4.3M | $9.2M | |
| Straight-line rent receivable, net | $191.0M | $143.4M | ||
| Derivative assets | $7.9M | $27.7M | ||
| Rent receivables, prepaid expenses and other assets, net | $39.5M | $29.9M | ||
| Total assets | $6.9B | $5.8B | ||
| Unsecured term loans, net of deferred financing costs | $1.7B | $1.7B | ||
| Senior unsecured notes, net | $786.7M | $396.4M | ||
| Revolving credit facility | $0 | $0 | ||
| Intangible lease liabilities, net | $10.8M | $10.7M | ||
| Dividend payable | $65.4M | $55.6M | $47.2M | |
| Derivative liabilities | $26.2M | $7.6M | ||
| Accrued liabilities and other payables | $41.0M | $35.1M | ||
| Total liabilities | $2.7B | $2.2B | ||
| Preferred stock, $0.01 par value per share; 150,000,000 authorized; none issued and outstanding as of December 31, 2025 and 2024 | $0 | $0 | ||
| Common stock, $0.01 par value per share; 500,000,000 authorized; 209,702,433 and 187,537,592 issued and outstanding as of December 31, 2025 and 2024, respectively | $2.1M | $1.9M | ||
| Additional paid-in capital | $4.3B | $3.7B | ||
| Distributions in excess of cumulative earnings | -$109.3M | -$113.3M | ||
| Accumulated other comprehensive (loss) income | -$21.0M | $16.9M | ||
| Total stockholders' equity | $4.2B | $3.6B | ||
| Non-controlling interests | $7.9M | $8.4M | ||
| Total equity | $4.2B | $3.6B | $3.0B | $2.5B |
| Total liabilities and equity | $6.9B | $5.8B | ||
| Preferred shares, par value per share (in USD per share) | $0.01 | $0.01 | ||
| Preferred shares, authorized shares (in shares) | 150.0M shares | 150.0M shares | ||
| Preferred shares, issued shares (in shares) | 0 shares | 0 shares | ||
| Preferred shares, outstanding shares (in shares) | 0 shares | 0 shares | ||
| Common shares, par value per share (in USD per share) | $0.01 | $0.01 | ||
| Common shares, authorized shares (in shares) | 500.0M shares | 500.0M shares | ||
| Common shares, issued shares (in shares) | 209.7M shares | 187.5M shares | ||
| Common shares, outstanding shares (in shares) | 209.7M shares | 187.5M shares |
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Land and improvements | $2.2B | $1.9B | ||
| Building and improvements | $4.4B | $3.5B | ||
| Lease incentives | $24.2M | $17.9M | ||
| Construction in progress | $49.9M | $153.8M | ||
| Intangible lease assets | $99.2M | $94.0M | ||
| Total real estate investments, at cost | $6.8B | $5.7B | ||
| Less: accumulated depreciation and amortization | -$612.7M | -$476.8M | ||
| Total real estate investments, net | $6.2B | $5.2B | ||
| Loans and direct financing lease receivables, net | $401.3M | $352.1M | ||
| Real estate investments held for sale, net | $2.6M | $10.0M | $7.5M | |
| Net investments | $6.6B | $5.6B | ||
| Cash and cash equivalents | $60.2M | $40.7M | $39.8M | |
| Restricted cash | $10.2M | $4.3M | $9.2M | |
| Straight-line rent receivable, net | $191.0M | $143.4M | ||
| Derivative assets | $7.9M | $27.7M | ||
| Rent receivables, prepaid expenses and other assets, net | $39.5M | $29.9M | ||
| Total assets | $6.9B | $5.8B | ||
| Unsecured term loans, net of deferred financing costs | $1.7B | $1.7B | ||
| Senior unsecured notes, net | $786.7M | $396.4M | ||
| Revolving credit facility | $0 | $0 | ||
| Intangible lease liabilities, net | $10.8M | $10.7M | ||
| Dividend payable | $65.4M | $55.6M | $47.2M | |
| Derivative liabilities | $26.2M | $7.6M | ||
| Accrued liabilities and other payables | $41.0M | $35.1M | ||
| Total liabilities | $2.7B | $2.2B | ||
| Preferred stock, $0.01 par value per share; 150,000,000 authorized; none issued and outstanding as of December 31, 2025 and 2024 | $0 | $0 | ||
| Common stock, $0.01 par value per share; 500,000,000 authorized; 209,702,433 and 187,537,592 issued and outstanding as of December 31, 2025 and 2024, respectively | $2.1M | $1.9M | ||
| Additional paid-in capital | $4.3B | $3.7B | ||
| Distributions in excess of cumulative earnings | -$109.3M | -$113.3M | ||
| Accumulated other comprehensive (loss) income | -$21.0M | $16.9M | ||
| Total stockholders' equity | $4.2B | $3.6B | ||
| Non-controlling interests | $7.9M | $8.4M | ||
| Total equity | $4.2B | $3.6B | $3.0B | $2.5B |
| Total liabilities and equity | $6.9B | $5.8B | ||
| Preferred shares, par value per share (in USD per share) | $0.01 | $0.01 | ||
| Preferred shares, authorized shares (in shares) | 150.0M shares | 150.0M shares | ||
| Preferred shares, issued shares (in shares) | 0 shares | 0 shares | ||
| Preferred shares, outstanding shares (in shares) | 0 shares | 0 shares | ||
| Common shares, par value per share (in USD per share) | $0.01 | $0.01 | ||
| Common shares, authorized shares (in shares) | 500.0M shares | 500.0M shares | ||
| Common shares, issued shares (in shares) | 209.7M shares | 187.5M shares | ||
| Common shares, outstanding shares (in shares) | 209.7M shares | 187.5M shares |
Cash flow is reported year to date, not quarter by quarter, so there are no separate quarterly figures.
Every line of the cash flow as filed: the last 3 fiscal years, latest first.5
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Net income | $253.7M | $203.6M | $191.4M |
| Depreciation and amortization | $153.6M | $122.2M | $102.2M |
| Amortization of lease incentives | $1.9M | $2.0M | $1.8M |
| Amortization of above/below market leases and right of use assets, net | -$129.0K | -$238.0K | -$275.0K |
| Amortization of deferred financing costs and other non-cash interest expense | $7.5M | $5.4M | $3.9M |
| Loss on debt extinguishment | $0 | $0 | $116.0K |
| Provision for impairment of real estate | $12.0M | $14.8M | $3.5M |
| Change in provision for credit losses | $108.0K | $230.0K | -$99.0K |
| Gain on dispositions of real estate, net | -$12.8M | -$6.0M | -$24.2M |
| Straight-line rent receivable, net | -$52.2M | -$38.9M | -$28.3M |
| Equity-based compensation expense | $13.2M | $10.8M | $9.0M |
| Adjustment to rental revenue for tenant credit | $3.5M | $635.0K | $640.0K |
| Rent receivables, prepaid expenses and other assets, net | -$7.3M | -$7.3M | -$6.0M |
| Accrued liabilities and other payables | $8.1M | $1.1M | $767.0K |
| Net cash provided by operating activities | $381.1M | $308.5M | $254.6M |
| Proceeds from sales of investments, net | $128.6M | $96.9M | $128.6M |
| Principal collections on loans and direct financing lease receivables | $28.6M | $10.0M | $27.9M |
| Investments in loans receivable | -$93.1M | -$136.3M | -$13.1M |
| Deposits for prospective real estate investments | -$6.3M | -$3.9M | $189.0K |
| Investment in real estate, including capital expenditures | -$1.1B | -$825.8M | -$894.5M |
| Investment in construction in progress | -$100.0M | -$263.2M | -$105.1M |
| Lease incentives paid | -$8.6M | -$991.0K | -$1.1M |
| Net cash used in investing activities | -$1.2B | -$1.1B | -$857.1M |
| Borrowings under term loans | $0 | $174.6M | $248.0M |
| Borrowings under revolving credit facility | $855.0M | $490.0M | $70.0M |
| Repayments under revolving credit facility | -$855.0M | -$220.0M | -$70.0M |
| Proceeds from issuance of senior unsecured notes, net | $390.7M | $0 | $0 |
| Payments for taxes related to net settlement of equity awards | -$6.4M | -$3.3M | -$3.7M |
| Payment of deferred financing costs | -$8.8M | -$115.0K | -$2.4M |
| Proceeds from issuance of common stock, net | $657.6M | $570.2M | $507.3M |
| Offering costs | -$748.0K | -$1.0M | -$948.0K |
| Dividends paid | -$233.9M | -$199.7M | -$168.2M |
| Net cash provided by financing activities | $798.4M | $810.7M | $580.0M |
| Net increase (decrease) in cash and cash equivalents and restricted cash | $25.4M | -$4.0M | -$22.5M |
| Cash paid for interest, net of amounts capitalized | $99.1M | $73.7M | $49.6M |
| Cash paid for income taxes | $244.0K | $902.0K | $1.5M |
| Reclassification from construction in progress upon project completion | $199.5M | $200.6M | $45.5M |
| Net settlement of proceeds on the sale of investments | -$1.6M | -$2.2M | -$4.6M |
| Non-cash investment in real estate and loan receivable activity | $18.3M | $2.2M | $0 |
| Transfer from real estate to direct financing lease receivable | $3.1M | $0 | $0 |
| Unrealized (loss) gain on cash flow hedges | -$22.4M | $42.2M | -$9.2M |
| Non-cash deferred financing costs | $2.6M | $4.6M | $2.0M |
| Non-cash repayment of term loan facility | $0 | $270.0M | $200.0M |
| Non-cash borrowing under term loan facility | $0 | -$270.0M | -$202.0M |
| Payable and accrued offering and deferred financing costs | $0 | $115.0K | $24.0K |
| Discounts and fees on capital raised through issuance of common stock | $0 | $0 | $38.0K |
No quarter-by-quarter statement was filed.
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Leadership
Who has led ESSENTIAL PROPERTIES REALTY TRUST, INC., and when. Pick a name to see everywhere that person has worked.
Chief executive
Chief financial officer
Chief operating officer
20202025
- Chief executive officerPeter M. Mavoides Jun 20, 2018 to now14
- PresidentRobert M. Jenkins Sep 10, 2026 to now15
- PresidentPeter M. Mavoides Jun 20, 2018 to Sep 10, 202614
- Chief financial officerRobert Webb Salisbury Jan 12, 2026 to now16
- Chief financial officerMark E. Patten Aug 12, 2020 to Jan 12, 202617
- Chief financial officerHillary P. Hai Jun 20, 2018 to Jan 8, 202018
- Chief operating officerRobert M. Jenkins Apr 15, 2025 to now19
- Chief operating officerGregg A. Seibert Jun 20, 2018 to Jan 18, 202320
Board members and other officers (16)
- Executive VP and CIOCraig J. Vachris Sep 14, 2026 to now21
- EVP & Head of Asset ManagementA. Joseph Peil Mar 6, 2024 to now22
- EVP & Head of InvestmentsRobert M. Jenkins Mar 6, 2024 to Feb 24, 202523
- SVP & Chief Accounting OfficerTimothy J. Earnshaw Jan 29, 2020 to now24
- Senior VP - Capital MarketsDaniel P. Donlan Jun 20, 2018 to Jan 8, 202025
- Board memberKristin L. Smallwood Jul 22, 2025 to now26
- Board memberHeather Leed Neary Jan 29, 2020 to now27
- Board memberJanaki Sivanesan Jan 29, 2020 to now28
- Board memberLawrence J. Minich Jan 31, 2020 to now29
- Board memberAnthony K. Dobkin Sep 3, 2019 to Jun 29, 202030
- Board memberPeter M. Mavoides Jun 20, 2018 to now14
- Board memberScott A. Estes Jun 20, 2018 to now31
- Board memberJoyce Delucca Jun 27, 2018 to now32
- Board memberPaul T. Bossidy Jun 27, 2018 to Jul 17, 202333
- Board memberStephen D. Sautel Jun 27, 2018 to now34
- Board memberTodd J. Gilbert Jun 27, 2018 to Jun 27, 201835
Timeline
Filings
380 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 106 major events, 178 insider forms, 26 large holders, 50 other. The latest 20:
- Sep 16, 20264 EDGAR
- Sep 16, 20268-K EDGAR
- Sep 16, 20268-K EDGAR
- Sep 14, 20263 EDGAR
- Sep 14, 20268-K EDGAR
- Sep 10, 20264 EDGAR
- Sep 10, 20264 EDGAR
- Sep 9, 20268-K EDGAR
- Sep 8, 20268-K EDGAR
- Aug 14, 2026SCHEDULE 13G/A EDGAR
- Jul 28, 20264 EDGAR
- Jul 24, 2026144 EDGAR
- Jul 24, 20268-K EDGAR
- Jul 24, 2026424B5 EDGAR
- Jul 22, 202610-Q EDGAR
- Jul 22, 20268-K EDGAR
- Jul 15, 20264 EDGAR
- Jul 15, 20264 EDGAR
- Jul 15, 20264 EDGAR
- Jul 15, 20264 EDGAR
The 380 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Insider trades
36 open-market trades by officers, directors and large owners since October 2021: 2 buys and 34 sales. Grants, option exercises and gifts are left out.
| Date | Who | Trade | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| Jul 24, 2026 | Jenkins Robert MPresident and COO | Sale | 22,000 | $32.22 | $708.8K | Form 4 |
| Mar 20, 2026 | Salisbury Robert WebbExecutive VP, CFO and CSO | Sale | 5,851 | $31.88 | $186.5K | Form 4 |
| Mar 20, 2026 | Peil A JosephExecutive VP and CIO | Sale | 19,657 | $32.10 | $631.0K | Form 4 |
| Jun 10, 2025 | Peil A JosephExecutive VP and CIO | Sale | 13,227 | $32.96 | $436.0K | Form 4 |
| Apr 30, 2025 | Mavoides Peter M.President and CEO | Sale | 35,493 | $32.01 | $1.1M | Form 4 |
| Apr 29, 2025 | Mavoides Peter M.President and CEO | Sale | 42,632 | $32.02 | $1.4M | Form 4 |
| Feb 26, 2025 | Sautel Stephen DDirector | Sale | 12,500 | $32.54 | $406.8K | Form 4 |
| Feb 25, 2025 | Sautel Stephen DDirector | Sale | 27,500 | $32.47 | $892.9K | Form 4 |
| Feb 24, 2025 | Sautel Stephen DDirector | Sale | 30,000 | $31.99 | $959.7K | Form 4 |
| Nov 4, 2024 | Mavoides Peter M.President and CEO | Sale | 16,829 | $31.89 | $536.7K | Form 4 |
| Oct 3, 2024 | Mavoides Peter M.President and CEO | Sale | 27,817 | $32.77 | $911.6K | Form 4 |
| Sep 5, 2024 | Mavoides Peter M.President and CEO | Sale | 27,817 | $32.33 | $899.3K | Form 4 |
| Aug 7, 2024 | Jenkins Robert MPresident and COO | Sale | 6,372 | $29.08 | $185.3K | Form 4 |
| Aug 5, 2024 | Mavoides Peter M.President and CEO | Sale | 27,817 | $28.03 | $779.7K | Form 4 |
| Jul 5, 2024 | Mavoides Peter M.President and CEO | Sale | 12,712 | $28.03 | $356.3K | Form 4 |
| Jul 3, 2024 | Mavoides Peter M.President and CEO | Sale | 1,200 | $28.00 | $33.6K | Form 4 |
| Jul 1, 2024 | Mavoides Peter M.President and CEO | Sale | 20,863 | $27.54 | $574.6K | Form 4 |
| Jun 17, 2024 | Mavoides Peter M.President and CEO | Sale | 20,869 | $27.56 | $575.1K | Form 4 |
| May 7, 2024 | Sautel Stephen DDirector | Sale | 10,000 | $27.39 | $273.9K | Form 4 |
| May 6, 2024 | Sautel Stephen DDirector | Sale | 25,000 | $27.09 | $677.2K | Form 4 |
All 36 trades can be filtered by person here when JavaScript is on.
From Forms 4 filed with the SEC.
Major holders
Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.
- Cohen & SteersSCHEDULE 13G/A, 3 filings May 7, 2026 to Aug 14, 202636
- VANGUARD CAPITAL MANAGEMENT LLCSCHEDULE 13G, 1 filing Apr 29, 202637
- VANGUARD PORTFOLIO MANAGEMENT LLCSCHEDULE 13G, 1 filing Apr 29, 202638
- VANGUARD GROUP INCSCHEDULE 13G/A, 5 filings Jan 10, 2022 to Mar 26, 202639
- State Street CorporationSCHEDULE 13G, 4 filings Feb 11, 2022 to May 13, 202540
- Wellington Management CompanySCHEDULE 13G/A, 4 filings Feb 4, 2022 to Feb 10, 202541
- DEUTSCHE BANK AG\SC 13G/A, 2 filings Feb 11, 202242
- PGGM InvestmentsSC 13G, 1 filing Dec 1, 202143
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.
| Fund | Shares | Value | Share of the fund | Change |
|---|---|---|---|---|
| BlackRock, Inc. | 39,636,617 | $1.2B | 0.0% | +2,370,798 |
| Vanguard Portfolio Management LLC | 21,247,170 | $634.2M | 0.0% | +1,407,338 |
| State Street Corp | 12,083,687 | $364.5M | 0.0% | +616,120 |
| Vanguard Capital Management LLC | 9,730,422 | $290.5M | 0.0% | +373,882 |
| Geode Capital Management, LLC | 6,240,518 | $186.3M | 0.0% | +673,121 |
| Massachusetts Financial Services Co /ma/ | 5,430,505 | $166.7M | 0.1% | +433,831 |
| Invesco Ltd. | 5,351,515 | $159.7M | 0.0% | −322,599 |
| Wellington Management Group Llp | 5,335,415 | $159.3M | 0.0% | −2,952,976 |
| Daiwa Securities Group Inc. | 5,189,719 | $154.9M | 0.4% | −93,389 |
| Two Sigma Investments, LP | 4,822,946 | $144.0M | 0.1% | −363,042 |
| Morgan Stanley | 4,535,556 | $135.4M | 0.0% | −41,846 |
| Prudential Financial Inc | 4,474,195 | $133.6M | 0.1% | −71,925 |
| Duff & Phelps Investment Management Co | 4,037,057 | $120.5M | 1.1% | +605,615 |
| Charles Schwab Investment Management Inc | 4,024,527 | $120.1M | 0.0% | +307,893 |
| Fmr LLC | 3,877,691 | $115.7M | 0.0% | −423,493 |
| Norges Bank | 3,223,066 | $96.2M | 0.0% | New |
| Dimensional Fund Advisors LP | 3,168,022 | $94.6M | 0.0% | +67,002 |
| Alyeska Investment Group, L.P. | 2,978,241 | $88.9M | 0.2% | −485,412 |
| Cbre Investment Management Listed Real Assets LLC | 2,842,370 | $84.8M | 1.2% | +639,024 |
| Principal Financial Group Inc | 2,764,279 | $82.5M | 0.0% | −7,619 |
| Northern Trust Corp | 2,755,895 | $82.3M | 0.0% | +304,187 |
| Nuveen, LLC | 2,297,825 | $68.6M | 0.0% | −847,442 |
| Jpmorgan Chase & Co | 1,908,834 | $58.6M | 0.0% | −106,793 |
| Bank Of America Corp /de/ | 1,743,929 | $52.1M | 0.0% | +414,287 |
| Bank of New York Mellon Corp | 1,714,032 | $51.2M | 0.0% | +134,023 |
13F reports cover disclosed long positions in U.S. stocks only.
Members of Congress who traded it
1 trades disclosed by members of Congress. “Vs S&P since” is the stock’s change since the trade minus the S&P 500’s.
| Date | Member | Trade | Amount | Vs S&P since | Filing |
|---|---|---|---|---|---|
| Jul 12, 2023 | Daniel S. GoldmanDemocratic, House | Sale | $15,001 - $50,000 | +65.0% | Report |
Members report amounts as ranges, not exact figures. Returns are price-only (no dividends).
Sources
The numbers on this page point here. Each one links to the record it came from.
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- 15SEC EDGARRobert M. Jenkins, President
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- 26SEC EDGARKristin L. Smallwood, Board member
- 27SEC EDGARHeather Leed Neary, Board member
- 28SEC EDGARJanaki Sivanesan, Board member
- 29SEC EDGARLawrence J. Minich, Board member
- 30SEC EDGARAnthony K. Dobkin, Board member
- 31SEC EDGARScott A. Estes, Board member
- 32SEC EDGARJoyce Delucca, Board member
- 33SEC EDGARPaul T. Bossidy, Board member
- 34SEC EDGARStephen D. Sautel, Board member
- 35SEC EDGARTodd J. Gilbert, Board member
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