Key facts
- This page summarizes Kerry T. Willie's Form 3 filing for FEDERAL AGRICULTURAL MORTGAGE CORP (AGM).
- 0 reported transactions and 4 derivative rows are listed below.
- Accepted by SEC: 27 Aug 2026, 16:18.
Key filing fact
Ownership activity is grounded in SEC Form 3 disclosures.
Shares, units, or other non-derivative securities reported in this filing.
No transaction description listed
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
No transaction description listed
No transaction description listed
No transaction description listed
No transaction description listed
Additional SEC filing notes
Footnote F1
Includes 1,119 unvested restricted stock units ("RSUs") previously granted pursuant to the Federal Agricultural Mortgage Corporation ("Farmer Mac") Amended and Restated 2008 Omnibus Incentive Plan ("Plan"). Ms. Willie was granted: (i) 381 RSUs on March 5, 2026, which will vest in three equal annual installments of 127 RSUs on March 31, 2027, March 31, 2028, and March 31, 2029, respectively; (ii) 184 RSUs on March 6, 2025, of which 92 RSUs will vest on each of March 31, 2027, and March 31, 2028; and (iii) 90 RSUs on March 5, 2024, which will vest on March 31, 2027. Each RSU represents the contingent right to receive, upon vesting, one share of Farmer Mac's Class C Non-Voting Common Stock, provided that Ms. Willie remains employed by Farmer Mac on the applicable vesting date.
Footnote F2
In addition, Ms. Willie was granted a target number of 191 performance-based RSUs on March 5, 2026 under the Plan for no consideration. These RSUs will vest on March 31, 2029 if Farmer Mac achieves performance objectives related to cumulative core earnings before credit during the performance period of January 1, 2026 to December 31, 2028. Ms. Willie was granted a target number of 138 performance-based RSUs on March 6, 2025 under the Plan for no consideration. These RSUs will vest on March 31, 2028 if Farmer Mac achieves performance objectives related to cumulative core earnings before credit during the performance period of January 1, 2025 to December 31, 2027. Ms. Willie was granted a target number of 135 performance-based RSUs on March 5, 2024 under the Plan for no consideration. These RSUs will vest on March 31, 2027 if Farmer Mac achieves performance objectives related to cumulative core earnings before credit during the performance period of January 1, 2024 to December 31, 2026.
Footnote F3
All performance-based RSUs are subject to "gatekeepers" related to compliance with regulatory capital requirements and specified asset quality metrics, as set forth in the applicable award agreement. Any adjustments to the target award will be reported at the time of the actual determination of performance as compared to the applicable threshold. In no event, however, will the number of shares actually awarded upon vesting exceed 200% of the number of RSUs in the target award.
Footnote F4
This stock appreciation right was granted under the Plan on March 9, 2023 and is fully vested.
Footnote F5
This stock appreciation right was granted under the Plan on March 5, 2024 and vests in three annual installments. Two installments have vested, and the final installment, with respect to 154 shares, will vest and become exercisable on March 31, 2027.
Footnote F6
This stock appreciation right was granted under the Plan on March 6, 2025 and vests in three equal annual installments of 153 shares each. The first installment became exercisable on March 31, 2026, and the second and third installments will become exercisable on March 31, 2027, and March 31, 2028, respectively.
Footnote F7
This stock appreciation right was granted under the Plan on March 5, 2026 and vests in three equal annual installments of 253 shares each. The installments will become exercisable on March 31, 2027, March 31, 2028, and March 31, 2029.