CEO Manheimer Rides NetStreit’s RSU Surge, Betting on a Bullish Future

Insider Activity Highlights the CEO’s Confidence in NETSTREIT’s Growth Path

On February 16, 2026, President, CEO and Secretary Mark Manheimer executed a series of restricted‑stock‑unit (RSU) vesting and accompanying tax‑withholding transactions that left his holdings at roughly 328,000 shares. The moves—buying 11,762 RSUs, selling 4,713 shares to cover tax withholding, buying 23,081 RSUs, and selling 9,250 shares for the same purpose—illustrate a tightly managed cash‑flow strategy that keeps the CEO’s equity exposure high while meeting statutory obligations. The net effect of the day’s activity is a modest increase in his long‑term holdings, suggesting confidence that the company’s valuation will continue to climb.

What This Means for Investors

Net­Streit’s shares closed at $20.50 on the filing date, up 3.32% for the week and 6.87% for the month, while the company’s market cap sits near $1.97 billion. The CEO’s purchase of RSUs amid a market that is already trending upward can be interpreted as a bullish endorsement, especially since the transactions involve non‑public information and are not open‑market sales. The modest sentiment score (+10) and buzz level (10.52 %) indicate that social‑media chatter is barely above normal, suggesting that the market is not yet reacting strongly to the insider moves. However, the steady accumulation of shares by the top executive often signals a belief that the company’s long‑term prospects justify a higher share price, potentially encouraging other investors to follow suit.

Manheimer’s Historical Trading Pattern

Reviewing Manheimer’s transaction history from August 2025 to February 2026 shows a consistent pattern of buying RSUs and common stock while occasionally selling shares to satisfy tax withholdings. His most recent large purchase of 84,211 Time‑Based LTIP Units and 41,223 RSUs on February 12, 2026, left him with 278,480 shares, a clear indication that he prefers to hold equity over cash. The CEO’s tendency to liquidate only the tax‑withholding portion, rather than selling free‑floating shares, underscores a long‑term commitment to NETSTREIT’s performance. Compared to CFO Daniel Donlan’s activity—three transactions in a single day, including a $20.20 sale—Manheimer’s trades are more conservative and focused on retaining ownership.

Implications for Net­Streit’s Future

The CEO’s sustained accumulation of RSUs, combined with the company’s solid quarterly performance and a 52‑week high of $20.55, points to a strategy that rewards patient capital. Should NETSTREIT continue to generate consistent cash flow and expand its asset base, the value of the RSUs will rise, benefiting both Manheimer and his fellow shareholders. The recent insider activity may also serve as a signal to the market that the company’s leadership remains optimistic about its growth trajectory, potentially boosting investor confidence and supporting the stock’s upward momentum in the near term.