Welcome to our dedicated page for Essential Properties Realty Trust SEC filings (Ticker: EPRT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Essential Properties Realty Trust filings document the formal disclosures of an internally managed net lease REIT focused on primarily single-tenant properties leased to service-oriented and experience-based businesses. Its 8-K reports furnish quarterly earnings releases, investor presentations and supplemental information covering operating results, portfolio activity, leverage, liquidity and REIT performance measures.
The company’s filings also record common stock offerings, underwriting and forward sale agreements, dividend declarations, Regulation FD materials, and governance disclosures. Proxy materials address board matters, shareholder voting, executive compensation and related governance practices, while material-event amendments cover executive employment arrangements and other corporate updates.
ESSENTIAL PROPERTIES REALTY TRUST director Heather Leed Neary received an equity award of 3,837 restricted stock units. The award carries no cash exercise price and was granted as Common Stock. After this grant, she directly holds 30,743 shares.
The restricted stock units vest on the earlier of the first anniversary of the grant date or the first annual stockholder meeting following the grant, as long as she continues serving on the board through that vesting date. Each unit represents a contingent right to receive one share of common stock.
Minich Lawrence J reported acquisition or exercise transactions in this Form 4 filing.
ESSENTIAL PROPERTIES REALTY TRUST director equity grant: Director Lawrence J. Minich received 3,837 shares of Common Stock as a grant of restricted stock units at no cash cost. These units vest on the earlier of the first anniversary of the grant date or the next annual stockholder meeting, subject to continued board service. After this award, Minich directly holds 31,643 shares.
Essential Properties Realty Trust, Inc.: Cohen & Steers reported beneficial ownership of 29,717,787 shares, representing 14.16% of common stock on a Schedule 13G/A. The filing shows sole voting power of 22,355,293 shares and that the shares are held for the benefit of account holders.
Essential Properties Realty Trust, Inc. reported that stockholders approved all proposals at its 2026 Annual Meeting held on May 11, 2026. Of 210,327,420 common shares entitled to vote as of March 20, 2026, 93.9% were represented.
All eight director nominees received strong support, with votes for each ranging from about 187 million to over 191 million and no votes against, alongside broker non-votes. Stockholders also approved, on an advisory basis, the compensation of named executive officers and chose a one-year frequency for future advisory votes on executive pay. In addition, they ratified the appointment of Grant Thornton LLP as independent registered public accounting firm for the year ending December 31, 2026.
Essential Properties Realty Trust, Inc. filed an amended report to detail the employment agreement for its Executive Vice President and Chief Financial Officer, Robert W. Salisbury. His agreement, effective May 7, 2026, runs initially through May 7, 2030 with automatic one-year extensions.
Mr. Salisbury will receive a base salary of at least $475,000 per year and is eligible for an annual performance bonus targeted at 125% of base salary, based on goals set by the Compensation Committee. He may also participate in the company’s long-term incentive program during the term.
If his employment ends without Cause or for Good Reason, he is entitled to accrued benefits, cash severance equal to two times salary plus average recent bonuses, enhanced to three times salary plus target bonus if within 24 months after a Change in Control, a prorated bonus, up to 18 months of health coverage, and accelerated vesting of outstanding equity awards. The agreement includes 12-month non-competition and non-solicitation covenants and ongoing confidentiality and non-disparagement obligations.
Essential Properties Realty Trust, Inc. (EPRT) is reported as having 33,912,926 shares beneficially owned by Cohen & Steers affiliates, representing 15.68% of the outstanding common stock under CUSIP 29670E107. The filing lists 26,285,327 shares as sole power to vote and 33,912,926 as sole power to dispose. The statement clarifies these shares are held by affiliated advisory entities for the benefit of their account holders.
Essential Properties Realty Trust Inc reporting entity Vanguard Capital Management filed a Schedule 13G disclosing beneficial ownership of 11,071,993 shares of Common Stock, representing 5.27% of the class. The filing shows sole dispositive power over 11,071,993 shares and sole voting power for 1,715,453 shares, and states these holdings include securities held for Vanguard funds and managed accounts. The filing is dated 03/31/2026 with a signature dated 04/29/2026.
ESSENTIAL PROPERTIES REALTY TRUST, INC. President and CEO Peter M. Mavoides reported internal equity transfers involving company common stock. The filing shows four bona fide gifts totaling 531,836 shares, with each gift covering 132,959 shares of Common Stock at $0.0000 per share.
The gifts reflect transfers from The Peter Mavoides Revocable Trust and The Susan Mavoides Revocable Trust to The Peter Mavoides Family Trust and The Susan Mavoides Descendants Trust. After these transactions, Mavoides directly holds 339,451 shares of Common Stock, while additional shares are held indirectly through the family and descendants trusts as described in the footnotes. The activity represents estate and trust-related movements rather than open-market buying or selling.
Essential Properties Realty Trust Inc ownership disclosure: Vanguard Portfolio Management reports beneficial ownership of 19,916,245 shares of Common Stock, representing 9.48% of the class as of 03/31/2026. The filing shows sole voting power for 76,413 shares and sole dispositive power for 19,916,245 shares. The filing is signed by Ashley Grim, Head of Global Fund Administration, on 04/29/2026.
Essential Properties Realty Trust, Inc. reported higher first‑quarter results, driven by portfolio growth and new investments. Total revenues were $158.8 million for the three months ended March 31, 2026, up from $129.4 million a year earlier, mainly from increased rental income.
Net income attributable to stockholders was $59.8 million versus $56.1 million, with diluted EPS of $0.28 compared with $0.29. The company invested $333.9 million in real estate and loans, grew net investments to $6.87 billion, and ended the quarter with $2.63 billion of debt and a quarterly dividend of $0.31 per share.