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MDV MODIV INDUSTRIAL, INC. SEC Filings & Insider Trading Activity 2026

company
CIK 164587374 filings
Russell 2000
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MDV at a glance

MODIV INDUSTRIAL, INC. (MDV, SEC CIK 1645873) filed its latest 10-K annual report on March 25, 2026, a 10-Q quarterly report on August 11, 2026, an 8-K current report on August 12, 2026 and Form 4 insider filings as recently as August 12, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.

  • For the fiscal year ended December 31, 2025 (FY2025), MODIV INDUSTRIAL, INC. (MDV) reported revenue of $46.4 million (down 0.8% from FY2024) and net income of $1.1 million. Diluted EPS was -$0.31.
  • As of June 30, 2026, 20 institutional investment managers tracked by SignalX reported holding MODIV INDUSTRIAL, INC. (MDV) shares worth $32.8 million in 13F-HR filings.

Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).

Revenue · FY2025
$46.4M
−0.8% vs prior year
Insiders · 90 days
0 buys · 0 sells
No open-market trades
13F holders
20 funds
$32.8M · +2 vs prior quarter
Latest 8-K
Aug 12, 2026
Item 2.01 · Item 3.01 · Item 5.01 · Item 3.03 · Item 5.02

AI 10-Q Quarterly Report Analysis

Latest 10-Q, quarter ended Jun 30, 2026

Management Discussion & Analysis

  • Net income $6.5M vs $(2.6)M YoY; AFFO $4.6M vs $4.8M
  • FFO $1.8M vs $4.6M YoY; FFO per share $0.14 vs $0.36
  • Industrial core strongest segment: $19.4M rental revenue vs non-core $4.0M for six months
  • Cash $21.6M; operating cash flow $7.6M for six months vs $7.0M YoY
  • Merger expected mid-August 2026; no further acquisitions planned with $30.0M borrowing capacity available

Risk Factors

  • New merger-completion risk triggered by May 3, 2026 GNL agreement, including stockholder approval and tax-opinion conditions
  • Merger termination exposure up to $15 million following specified breaches or failure to close
  • Regulatory and litigation risk from ten demand letters and two New York stockholder complaints challenging proxy disclosures
  • Operational disruption from merger restrictions limiting strategic transactions and significant financing without GNL consent
  • Liquidity risk from merger-related litigation potentially affecting cash flows, financial condition, and results of operations

AI summary of the MDV 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K

AI 8-K Current Report Analysis

The most recent material events, by 8-K item

Filed Aug 12, 2026Full analysis →

Item 2.01: Completion of Acquisition or Disposition of Assets

  • Merger completed by operation of law under the Merger Agreement
  • REIT Merger Sub became the surviving entity following the Modiv Merger Effective Time

Item 3.01: Notice of Delisting or Failure to Satisfy a Continued Listing Rule

  • Item 3.01 indicates a listing-status event, but the provided excerpt ends before identifying the exchange or specific action
  • Investors need the omitted Introductory Note to determine whether this involves delisting, suspension, or transfer of listing

Item 5.01: Changes in Control of Registrant

  • Modiv Industrial merged into REIT Merger Sub, ending its separate corporate existence
  • REIT Merger Sub survived as a wholly owned subsidiary of Global Net Lease (GNL)

Item 3.03: Material Modification to Rights of Security Holders

  • Modiv common and preferred shares cancelled and converted into merger consideration at the Modiv Merger Effective Time
  • Former shareholders ceased voting, dividend, and other stockholder rights after the merger became effective

Item 5.02: Departure/Appointment of Directors or Principal Officers

  • Item 5.02 references the Introductory Note for details on director, officer, or compensation changes
  • Potential leadership or governance changes require review of the referenced Introductory Note for investor impact
Filed Aug 11, 2026Full analysis →

Item 7.01: Regulation FD Disclosure

  • Special Meeting results announced August 10, 2026
  • Exhibit 99.1 contains the substantive results and may affect shareholder voting outcomes

Item 5.07: Submission of Matters to a Vote of Security Holders

  • Stockholders approved Modiv’s merger with Global Net Lease, removing the key shareholder-approval condition to closing
  • Merger Proposal received 6,363,283 votes for, 295,685 against, and 103,767 abstentions
Filed Jun 11, 2026Full analysis →

Item 7.01: Regulation FD Disclosure

  • Quarterly dividend declared for Q2 2026 on 7.375% Series A cumulative redeemable perpetual preferred stock
  • Monthly Class C common-stock distributions declared for July and August 2026

Item 8.01: Other Events

  • Series A preferred dividend $0.4609375 per share payable July 15, 2026 to June 30 record holders
  • Common distributions $0.10 per share for July and August record dates

AI summaries of MDV 8-K current reports filed with the SEC. What 8-K item codes mean

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Recent Insider Transactions (Form 4)

Latest reported trades by officers, directors and 10% owners

InsiderTypeDatePrice
Halfacre Aaron ScottMAug 12, 2026-
Tirondola ConnieDAug 12, 2026-
Halfacre Aaron ScottDAug 12, 2026-
Halfacre Aaron ScottMAug 12, 2026-
Gingras Christopher RaymondDAug 12, 2026$25.22
Gingras Christopher RaymondDAug 12, 2026-
NOLAN THOMAS H JRDAug 12, 2026-
SMITH KIMBERLY JDAug 12, 2026-
Insider trades across all companies →Which insider buys matter →

Financial Summary
XBRL

Annual financial summary from SEC XBRL data
MetricFY2023FY2024FY2025
Profitability
Revenue$47.2M$46.8M$46.4M
Operating Income$2.3M$22.0M$15.8M
Net Income-$6.6M$6.0M$1.1M
Op. Margin4.9%47.0%34.1%
Net Margin-14.0%12.9%2.3%
Balance Sheet
Total Assets-$507.8M$476.5M
Equity$144.4M$190.1M$162.7M
ROE-4.6%3.2%0.7%
Per Share
EPS$-1.36$0.25$-0.31
Cash Flow
Operating CF$16.6M$18.2M$15.0M

Source: XBRL data in MODIV INDUSTRIAL, INC. (MDV)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →

13F Fund Holdings: Quarterly Trend

Latest: Q2 2026

Aggregate MDV share value held by 13F filers tracked by SignalX, by quarter.

Quarterly totals table
MDV shares held by 13F filers tracked by SignalX, by quarter
QuarterFundsTotal value
Q2 202620$32.8M
Q1 202618$22.7M
Q4 202517$22.5M
Q3 202518$22.3M
Q2 202516$19.7M
Q1 202512$12.9M
Q4 20248$9.5M
Q3 20247$3.1M
Position changes: Q1 2026 → Q2 2026
Top Buyers
Top Sellers
Closed Positions

Source: 13F-HR filings on SEC EDGAR (aggregated from 116 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work

MDV filing archive

AI analysis pages for each 10-K, 10-Q and 8-K

Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4

FormFiling dateAnalysisSEC
8-KAug 12, 2026Analysis-
4Aug 12, 2026--
4Aug 12, 2026--
4Aug 12, 2026--
4Aug 12, 2026--
4Aug 12, 2026--
4Aug 12, 2026--
4Aug 12, 2026--
4Aug 12, 2026--
10-QAug 11, 2026Analysis
8-KAug 11, 2026Analysis-
4Jul 1, 2026--
4Jun 29, 2026--
8-KJun 11, 2026Analysis-
4May 15, 2026-
10-QMay 8, 2026Analysis
8-KMay 4, 2026Analysis-
4Apr 15, 2026--
4Apr 1, 2026--
4Apr 1, 2026--
4Apr 1, 2026--
4Apr 1, 2026--
10-KMar 25, 2026-
8-KMar 25, 2026--
8-KMar 19, 2026Analysis-

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MDV SEC filings: frequently asked questions

Which institutions hold MDV stock?

As of June 30, 2026, the largest MODIV INDUSTRIAL, INC. (MDV) holders among the 13F filers tracked by SignalX were BlackRock ($11.0 million), Vanguard Capital Management LLC ($7.5 million), Two Sigma Investments ($2.5 million), State Street Corp ($2.3 million), Millennium Management ($1.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.

What was MDV's revenue in fiscal year 2025?

For the fiscal year ended December 31, 2025 (FY2025), MODIV INDUSTRIAL, INC. (MDV) reported revenue of $46.4 million (down 0.8% from FY2024) and net income of $1.1 million. Diluted EPS was -$0.31. The figures come from the XBRL data in the 10-K.

What did MDV report in its latest 8-K?

MODIV INDUSTRIAL, INC. (MDV) filed an 8-K on August 12, 2026 reporting Item 2.01 (Completion of Acquisition or Disposition of Assets), Item 3.01 (Notice of Delisting or Failure to Satisfy a Continued Listing Rule), Item 5.01 (Changes in Control of Registrant), Item 3.03 (Material Modification to Rights of Security Holders) and Item 5.02 (Departure/Appointment of Directors or Principal Officers). Merger completed by operation of law under the Merger Agreement.

What are the latest MDV SEC filings?

MODIV INDUSTRIAL, INC. (MDV) filed its latest 10-K annual report on March 25, 2026, a 10-Q quarterly report on August 11, 2026, an 8-K current report on August 12, 2026 and a Form 4 insider filing on August 12, 2026.

What is MDV's SEC CIK number?

MODIV INDUSTRIAL, INC. (MDV)'s SEC Central Index Key (CIK) is 1645873. EDGAR lists every MDV filing under that number.

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