v3.26.1
Stock Based Compensation Stock Based Compensation
6 Months Ended
Jun. 30, 2026
Share-Based Payment Arrangement [Abstract]  
Stock Based Compensation Stock-Based Compensation
     The Company accounts for stock compensation under ASC 718 - Compensation - Stock Compensation, which requires the Company to expense the cost of employee services received in exchange for an award of equity instruments based on the grant-date fair value of the award. This expense is recognized ratably over the requisite service period following the date of grant. The fair value of the Company's time-based restricted stock and time-based LTIP awards are equivalent to the closing stock price on the day prior to grant. The Company utilizes a third party valuation firm to measure the fair value of performance-based restricted stock awards and performance-based LTIP awards at the grant date using a Monte Carlo simulation model.
 
As of June 30, 2026, there was $4.1 million of total unrecognized compensation cost for time-based restricted stock awards that will be recognized over the grants' remaining weighted average vesting period of 1.55 years. For the three and six months ended June 30, 2026, the Company recognized $1.0 million and $3.1 million of compensation expense associated with these awards, compared to $2.2 million and $4.4 million for the three and six months ended June 30, 2025, within general and administrative expenses on the Company's Condensed Consolidated Statements of Income and Comprehensive Income.

The following table contains information on time-based restricted stock award activity for the six months ended June 30, 2026:
 Number of Award
Shares
Outstanding at December 31, 2025217,234 
Granted126,946 
Released(145,195)
Outstanding at June 30, 2026198,985 
 
Performance-based restricted stock awards have a three-year cliff vesting schedule with the amount of restricted shares vesting at the end of the three-year period determined based upon the Company’s performance as measured against its peers.  More specifically, the percentage of shares vesting at the end of the measurement period will be based on the Company’s three-year total shareholder return measured against the three-year total shareholder return of the companies included in the MSCI US REIT index and the Company's stock performance ranking among a group of triple-net REIT peer companies. As of June 30, 2026, there was $8.7 million of total unrecognized compensation cost, which will be recognized over the performance-based restricted stock awards' remaining weighted average vesting period of 1.58 years.  For the three and six months ended June 30, 2026, the Company recognized $2.0 million and $4.0 million of compensation expense associated with these awards within
general and administrative expenses on the Company's Condensed Consolidated Statements of Income and Comprehensive Income compared to $3.1 million and $6.2 million for the corresponding periods in the prior year.

The following table contains information on performance-based restricted stock award activity for the six months ended June 30, 2026:


Number of  Performance-Based Award Shares
Outstanding at December 31, 20251,162,000 
Granted141,000 
Released(179,557)
Canceled
(274,443)
Outstanding at June 30, 2026849,000 

As of June 30, 2026, there was $1.9 million of total unrecognized compensation cost for time-based LTIP awards that will be recognized over the grants' remaining weighted average vesting period of 2.32 years. For the three and six months ended June 30, 2026, the Company recognized $0.2 million and $2.9 million of compensation expense associated with these awards within general and administrative expenses on the Company's Condensed Consolidated Statements of Income and Comprehensive Income compared to $0.1 million and $2.9 million for the corresponding periods in the prior year.

The following table contains information on time-based LTIP award activity for the six months ended June 30, 2026:
Number of Time-Based LTIP Awards
Outstanding at December 31, 202570,000 
Granted96,000 
Released(23,334)
Outstanding at June 30, 2026142,666 

Performance-based LTIP awards have a three-year cliff vesting with the amount of LTIP awards vesting at the end of the three-year period determined based upon the Company’s performance as measured against its peers.  More specifically, the percentage of shares vesting at the end of the measurement period will be based on the Company’s three-year total shareholder return measured against the three-year total shareholder return of the companies included in the MSCI US REIT index and the Company's stock performance ranking among a group of triple-net REIT peer companies. As of June 30, 2026, there was $11.7 million of total unrecognized compensation cost, which will be recognized over the performance-based LTIP awards' remaining weighted average vesting period of 2.18 years.  For the three and six months ended June 30, 2026, the Company recognized $1.4 million and $2.8 million of compensation expense associated with these awards within general and administrative expenses on the Company's Condensed Consolidated Statements of Income and Comprehensive Income compared to $0.7 million and $1.5 million for the corresponding periods in the prior year.

The following table contains information on performance-based LTIP award activity for the six months ended June 30, 2026:


Number of  Performance-Based LTIP Awards
Outstanding at December 31, 2025280,000 
Granted384,000 
Outstanding at June 30, 2026664,000