8-K - Invitation Homes Inc. | StockGist

AI Analysis

AI-generated analysis. Always verify with the original filing.

On March 1, 2026, Invitation Homes Inc.'s Compensation Committee approved increased target long-term incentive awards and annual cash incentive opportunities for key executives including CEO Dallas Tanner, and granted time-vesting and performance-vesting LTIP RSUs plus substantial Retention RSU Awards to retain senior leadership amid competitive talent market risks.

Key Takeaways

1Compensation Committee approved target LTIP increase for Dallas Tanner (President and CEO) to $11,293,950

2Target LTIP increases: Jonathan Olsen (EVP and CFO) to $2,700,000; Timothy Lobner (COO) to $2,220,000 with cash incentive to 150%; Scott Eisen (EVP and CIO) to $3,550,000

3Time-vesting LTIP RSUs granted March 1, 2026: Tanner $2,823,488; Olsen $675,000; Lobner $555,000; Eisen $887,500; Mark Solls $411,250

4Performance-vesting LTIP RSUs (target): Tanner $8,470,462; Olsen $2,025,000; Lobner $1,665,000; Eisen $2,662,500; Solls $1,233,750; performance period 2026-2028

5Retention RSUs granted March 1, 2026: Tanner $10M; Olsen $5M; Lobner $6M; Eisen $4.5M; vesting 65% on 3rd anniversary, 35% on 4th

6Awards under Invitation Homes Inc. 2017 Omnibus Incentive Plan; Exhibits 10.1 filed

Current Report Details

Event Type

Management Change

Disclosure

Mandatory

Variant

8-K

Items Reported

5.02

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On March 1, 2

Management Change

9.01

Financial Statements and Exhibits. (d) Exhibits. Exhibit No. Description 10.1 Award Notice and Restricted Stock Unit Agreement (2026 Retention Grant) under the

Exhibits Only

Executive & Director Changes

Dallas Tanner

President and Chief Executive Officer

Target LTIP increased to $11,293,950; Time-vesting RSUs $2,823,488; Performance-vesting RSUs (target) $8,470,462; Retention RSUs $10,000,000

Effective: 2026-03-01

Jonathan Olsen

Executive Vice President and Chief Financial Officer

Target LTIP increased to $2,700,000; Time-vesting RSUs $675,000; Performance-vesting RSUs (target) $2,025,000; Retention RSUs $5,000,000

Effective: 2026-03-01

Timothy Lobner

Chief Operating Officer

Annual cash incentive target to 150%; Target LTIP increased to $2,220,000; Time-vesting RSUs $555,000; Performance-vesting RSUs (target) $1,665,000; Retention RSUs $6,000,000

Effective: 2026-03-01

Scott Eisen

Executive Vice President and Chief Investment Officer

Target LTIP increased to $3,550,000; Time-vesting RSUs $887,500; Performance-vesting RSUs (target) $2,662,500; Retention RSUs $4,500,000

Effective: 2026-03-01

Mark Solls

N/A

Time-vesting RSUs $411,250; Performance-vesting RSUs (target) $1,233,750

Effective: 2026-03-01

Exhibits (2)

10.1

EX-10.1

8-K