AGNC CFO covers taxes with 48,988 shares

AGNC Investment Corp.'s EVP and CFO Bernice Bell reported a routine tax-related share disposition.

Rhea-AI Filing Summary

AGNC Investment Corp.'s EVP and CFO Bernice Bell reported a routine tax-related share disposition. On March 16, 2026, 48,988 shares of common stock were withheld at $10.33 per share to cover tax obligations upon vesting of restricted stock units. After this transaction, she directly held about 410,802 shares, reflecting ongoing equity-based compensation rather than an open-market sale.

Insider Trade Summary

Exercise Price or Tax Liability: 48,988 shares

Exercise Price or Tax Liability 1 txn

Insider Bell Bernice

Role EVP, CFO

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	48,988	$10.33	$506K

Holdings After Transaction: Common Stock — 410,802.008 shares (Direct)

Footnotes (2)

1. F1. Dispositions represent shares withheld upon vesting of restricted stock unit awards to cover required tax withholdings.
2. F2. Includes 2,774 dividend equivalent restricted stock units received on previously granted RSU awards since the Reporting Person's last Form 4 filing.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did AGNC (AGNC) CFO Bernice Bell report in this Form 4 filing?

AGNC EVP and CFO Bernice Bell reported a tax-related share disposition. 48,988 common shares were withheld at $10.33 each to satisfy tax obligations tied to restricted stock unit vesting, a routine non-market transaction linked to equity compensation.

Was the AGNC (AGNC) CFO’s Form 4 transaction an open-market sale of shares?

The transaction was not an open-market sale. It reflects 48,988 shares withheld by AGNC to cover required tax withholdings when restricted stock units vested, as described in the footnote, making it a mechanical compensation-related event rather than a discretionary stock sale.

How many AGNC (AGNC) shares did the CFO hold after the reported tax withholding?

After the transaction, Bernice Bell directly held about 410,802 AGNC common shares. This post-transaction balance includes her remaining equity position and reflects ongoing stock-based compensation, with the withheld 48,988 shares used solely to cover tax obligations on vested restricted stock units.

What price per share was used for the AGNC (AGNC) tax-withholding disposition?

The tax-withholding disposition used a price of $10.33 per AGNC common share. This price was applied to 48,988 withheld shares to satisfy tax liabilities associated with vesting restricted stock units, as reported in the Form 4 transaction details for the CFO.

Do dividend equivalent restricted stock units affect AGNC (AGNC) CFO’s reported holdings?

Yes. The filing notes 2,774 dividend equivalent restricted stock units added to previously granted RSU awards since the prior Form 4. These units increase the CFO’s equity-based compensation exposure, supplementing her direct share holdings reported after the tax-withholding disposition.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 03/17/2026 - 04:02 PM EDT Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Bell Bernice

(Last) (First) (Middle)

AGNC INVESTMENT CORP.

7373 WISCONSIN AVENUE 22ND FL

(Street)

BETHESDA MD 20814

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
AGNC Investment Corp. [ AGNC ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	EVP, CFO

3. Date of Earliest Transaction (Month/Day/Year)
03/16/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	03/16/2026		F		48,988(1)	D	$10.33	410,802.008(2)	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Dispositions represent shares withheld upon vesting of restricted stock unit awards to cover required tax withholdings.

2. Includes 2,774 dividend equivalent restricted stock units received on previously granted RSU awards since the Reporting Person's last Form 4 filing.

	/s/ Bernice Bell	03/17/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.