Sofia’s Double‑Edged Move: NETSTREIT COO Buys Shares While Selling RSUs, Signaling Bullish Confidence Amid Market Rally

Insider Activity at NETSTREIT Corp. – A Close‑Reading of Chernylo Sofia’s Moves

On January 13, 2026, Chernylo Sofia, Chief Administrative Officer, executed a series of transactions that together paint a nuanced picture of insider confidence in NETSTREIT’s near‑term prospects. Sofia bought 6,033 shares of common stock, sold 2,694 shares at $17.75 each, and simultaneously liquidated 6,033 restricted‑stock units (RSUs) that vest into common stock. The net effect was an increase of 3,339 shares under her personal ownership, suggesting a modest but tangible tilt toward a bullish stance as the stock closed at $18.09 the following day.

The buy order came in a market that was already buoyant—weekly gains of 3.49% and a year‑to‑date rise of 25%—while social media sentiment hovered at a positive +15 and buzz exceeded 50% of average activity. These metrics imply that Sofia’s purchase may be viewed as a “green‑light” signal by market watchers, reinforcing an upward trajectory already in motion. Yet, her sale of shares at $17.75, just below the closing price, hints at a strategic balance: she is likely harvesting a small profit while maintaining a long‑term stake.

What Does This Mean for Investors?

Sofia’s net buy reflects a confidence that the company’s value will continue to climb, especially given NETSTREIT’s focus on high‑quality net‑lease retail assets with e‑commerce‑resistant tenants. For investors, the insider’s action signals that management believes the current valuation is attractive but not yet saturated. The simultaneous RSU sale—effectively a future conversion of 12,070 shares—signals that she expects the RSUs to vest and trade at a higher price, reinforcing the view that the company’s fundamentals will strengthen over the coming years.

However, insiders buying and selling in the same day can also signal a short‑term hedging strategy. Sofia may be locking in gains from the RSU vesting while remaining exposed to the company’s growth. This duality encourages investors to look beyond the headline transaction and examine the broader context: the company’s robust portfolio, its strategic focus on durable tenants, and the overall market sentiment.

Chernylo Sofia – A Profile Based on Historical Patterns

Sofia’s transaction history shows a consistent pattern of modest, incremental ownership adjustments. She has repeatedly engaged in RSU grants and vesting, with the most recent 18,103 RSUs granted on January 13, 2025, vesting in thirds over the next three years. Her prior trades have mainly involved selling RSUs at vesting and buying common stock in smaller batches, indicating a disciplined approach to managing her equity position while staying invested in NETSTREIT’s long‑term vision.

Her 2026 trades, however, display a slight shift. The sale of 2,694 shares at a price near the market average suggests she is taking a small, calculated profit before the RSUs convert, while the purchase of 6,033 shares shows an intent to maintain a significant, though not overwhelming, stake. This balancing act—selling when the price dips slightly below the average and buying when the market is strong—aligns with a strategy of incremental accumulation and periodic profit taking, rather than a wholesale flip.

Implications for the Company’s Future

The insider activity underscores that NETSTREIT’s leadership remains optimistic about its net‑lease strategy. The company’s market cap of $1.65 billion and a 52‑week high of $19.635 illustrate that the market has already priced in some of the upside. With a portfolio of single‑tenant, e‑commerce‑resistant tenants, NETSTREIT is positioned to weather retail volatility while delivering steady cash flows—a narrative that resonates with income‑focused investors.

Sofia’s actions, coupled with the broader insider buying by CFO Donlan and CEO Manheimer in 2025, suggest a cohesive management team that is comfortable with the current trajectory and willing to take modest positions to reinforce their confidence. For investors, the takeaway is clear: insider activity is not a warning but rather a subtle endorsement, reinforcing the narrative that NETSTREIT’s disciplined approach to net‑lease real estate will continue to generate consistent returns.