Meyer Lisa 4

What Happened

• Lisa Meyer, CFO (also Treasurer & Secretary) of NewLake Capital Partners (NLCP), had restricted stock units (RSUs) vest and surrendered shares to satisfy tax and dividend-equivalent settlements. On 2026-03-10, 344 shares were withheld to pay taxes (disposed) at $16.00 each for $5,504. A related 294.6 share derivative entry (dividend-equivalent RSUs) was recorded on 2026-03-10 and then disposed to the issuer on 2026-03-11 at $16.00 each for $4,714. Combined, 638.6 shares were surrendered for about $10,218.

Key Details

• Transaction dates/prices: 3/10/2026 — 344 shares withheld @ $16.00 ($5,504); 3/10/2026 — 294.6 RSU-related shares granted (derivative) @ $0.00; 3/11/2026 — 294.6 shares disposed to issuer @ $16.00 ($4,714).
• Shares owned after transaction: Not disclosed in the filing.
• Footnotes: F1 — 344 shares were withheld to pay taxes on vested RSUs. F2 — dividend-equivalent rights accrued on RSUs were settled (cash) per the 2021 Equity Incentive Plan when RSUs vested; the number of shares underlying those dividend equivalents was calculated using the $16.00 closing price on 3/10/2026.
• Filing timeliness: Report filed 2026-03-11 for transactions on 2026-03-10/11 — appears timely (no late-filing note).

Context

• These were not open-market purchases or informative sales of existing stock but routine RSU vesting-related actions: tax withholding and settlement of dividend-equivalent rights. Such withholdings/surrenders are common following equity vesting and do not by themselves indicate a change in insider sentiment.