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Annaly Capital Management CEO and Co-CIO David L. Finkelstein reported an open-market sale of 50,000 shares of common stock on February 18, 2026. The weighted average sale price was $23.13 per share, with trades ranging from $22.93 to $23.27.
The transaction was executed under a Rule 10b5-1 trading plan adopted on November 12, 2025 for tax and estate planning purposes. Following this sale, Finkelstein beneficially owns 688,134 shares, which include dividend equivalent units that are economically equivalent to common shares.
Annaly Capital Management’s Chief Financial Officer Serena Wolfe reported an open-market sale of 16,536 shares of common stock at a weighted average price of $23.14 per share. The trade was executed under a Rule 10b5-1 plan adopted on November 4, 2025 for tax and estate planning purposes.
Following this transaction, Wolfe directly holds 173,081 shares of Annaly common stock, a balance that includes dividend equivalent units issued on restricted unit awards, each economically equivalent to one share and payable in one share for each whole unit.
Annaly Capital Management’s President and COO, Steven Francis Campbell, reported an open-market sale of 28,225 shares of common stock at a weighted average price of $23.12 per share. The trade occurred on February 18, 2026 and was executed under a pre-arranged Rule 10b5-1 trading plan adopted on November 3, 2025 for tax and estate planning purposes.
After this transaction, Campbell directly held 204,491 shares of Annaly common stock. Footnote disclosure states that dividend equivalent units issued on restricted unit awards are included in his common stock holding balance, with each unit economically equivalent to one share and payable in one share for each whole unit.
NLY filed a Form 144 reporting a proposed sale of listed equity awards. The filing lists 28,225 Restricted Stock Units with a grant date of 02/01/2025 and 26,491 Performance Stock Units with a grant date of 02/25/2025.
The broker is listed as Morgan Stanley Smith Barney LLC at 1 New York Plaza, and the filing bears the date 02/18/2026 with the exchange noted as NYSE.
NLY submitted a Form 144 disclosing a proposed sale of Common Stock by an affiliate.
The filing lists numeric entries 100000, 2298000, and 718386976 with a 02/18/2026 reference and identifies J.P. Morgan Securities LLC as the broker. The excerpt also shows vesting entries: 98,438 PSU shares vesting 02/25/2025 and 1,562 RSU shares vesting 02/01/2025.
NLY reported intended sales of 33,073 shares of Common Stock under a Form 144 notice. The filing lists 22,033 shares tied to 02/01/2025 and 11,040 shares tied to 02/25/2025, described as Compensation transactions processed through J.P. Morgan Securities.
Annaly Capital Management, Inc. files its 2025 annual report detailing its mortgage-focused REIT business across three investment groups: Agency MBS, residential credit and mortgage servicing rights. At December 31, 2025, Agency assets were 89% of the portfolio with 62% of capital allocation, while residential credit and MSR together represented 11% of assets and 38% of capital.
The company finances primarily through repurchase agreements, with $81.9 billion outstanding and an economic leverage ratio of 5.6:1 at year-end 2025. Since 2018 it has issued 101 OBX securitizations totaling $46.2 billion of residential whole loans. Annaly emphasizes conservative liquidity, risk management, REIT tax compliance and extensive regulatory oversight across its broker-dealer, adviser and mortgage operations.
Human capital remains a focus, with 212 employees as of December 31, 2025 and high representation of women and racially or ethnically diverse employees. The report outlines extensive risk factors, including leverage, funding, interest rate, credit, regulatory, tax and cybersecurity risks that could materially affect future results.
Annaly Capital Management’s President and COO Steven Francis Campbell reported routine equity compensation activity. On February 1, 2026, he surrendered 39,810 shares of common stock at $23.01 per share to the company to cover tax withholding triggered by previously granted restricted stock units vesting.
On the same date, he received 52,151 new restricted stock units at $23.01 per share under Annaly’s 2020 Equity Incentive Plan. Each RSU represents a right to receive one share of common stock, vesting ratably over three years. After these transactions, he directly holds 232,716 shares of Annaly common stock, including dividend equivalent units tied to RSUs.
Annaly Capital Management’s Chief Financial Officer Serena Wolfe reported routine equity compensation activity. On February 1, 2026, she surrendered 35,660 shares of common stock at $23.01 per share to Annaly to cover tax withholding tied to the vesting of previously granted restricted stock units (RSUs).
On the same date, she received a new grant of 45,632 RSUs under Annaly’s 2020 Equity Incentive Plan, also valued at $23.01 per share. After these transactions, she directly owned 189,617 shares of Annaly common stock, including dividend equivalent units economically equal to shares.
Annaly Capital Management CEO and Co-CIO David L. Finkelstein reported routine equity compensation activity. On February 1, 2026, he surrendered 139,889 shares of common stock at $23.01 per share back to Annaly to cover tax withholding tied to previously granted RSUs that vested that day.
On the same date, he received a new grant of 152,976 restricted stock units at $23.01 per share under Annaly’s 2020 Equity Incentive Plan. These RSUs vest in equal installments over three years, starting on the one‑year anniversary of the grant. After these transactions, he directly held 738,134 shares of common stock, which include dividend equivalent units.