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Last 12 months

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2 purchase rows · 0 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
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MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 13, 2021 Filed Mar 16, 2021 19:42 UTC
Kirchmann JohnEVP and CFO
Exercise / conversionCommon Shares of Beneficial Interest 478 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-21-004890 · wf-form4_161592375632355.xml · nonDerivative · entry 4

Kirchmann John · CIK 0001705373 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,949

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit represents a contigent right to receive one share of IRET common stock.

Read SEC document
March 08, 2021 Filed Mar 10, 2021 20:41 UTC
Olson AnneCOO, Gen Counsel and Secretary
Exercise / conversionRestricted Stock Units · Derivative 559 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-004443 · wf-form4_161540886700878.xml · derivative · entry 3

Olson Anne · CIK 0001705454 · COO, Gen Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 560

Underlying: Common Shares of Beneficial Interest · 559 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit represents a contigent right to receive one share of IRET common stock.

F3 · derivative.exercise_date: Restricted stock units vest in three equal annual installments, beginning on March 8, 2020, the first anniversary of the grant date.

F3 · derivative.expiration_date: Restricted stock units vest in three equal annual installments, beginning on March 8, 2020, the first anniversary of the grant date.

Read SEC document
March 08, 2021 Filed Mar 10, 2021 20:41 UTC
Olson AnneCOO, Gen Counsel and Secretary
Tax withholdingCommon Shares of Beneficial Interest 279 $73.42 $20,484.18
Disclosure

SEC source: 0001628280-21-004443 · wf-form4_161540886700878.xml · nonDerivative · entry 2

Olson Anne · CIK 0001705454 · COO, Gen Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,218

F2 · shares: Shares withheld for payment of taxes in connection with the vesting of restricted stock.

Read SEC document
March 08, 2021 Filed Mar 10, 2021 20:41 UTC
Olson AnneCOO, Gen Counsel and Secretary
Exercise / conversionCommon Shares of Beneficial Interest 559 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-21-004443 · wf-form4_161540886700878.xml · nonDerivative · entry 1

Olson Anne · CIK 0001705454 · COO, Gen Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,497

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit represents a contigent right to receive one share of IRET common stock.

Read SEC document
March 08, 2021 Filed Mar 10, 2021 20:40 UTC
Kirchmann JohnEVP and CFO
Exercise / conversionRestricted Stock Units · Derivative 404 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-004442 · wf-form4_161540881810258.xml · derivative · entry 6

Kirchmann John · CIK 0001705373 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 404

Underlying: Common Shares of Beneficial Interest · 404 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit represents a contigent right to receive one share of IRET common stock.

F3 · derivative.exercise_date: Restricted stock units vest in three equal annual installments, beginning on March 8, 2020, the first anniversary of the grant date.

F3 · derivative.expiration_date: Restricted stock units vest in three equal annual installments, beginning on March 8, 2020, the first anniversary of the grant date.

Read SEC document
March 08, 2021 Filed Mar 10, 2021 20:40 UTC
Kirchmann JohnEVP and CFO
Tax withholdingCommon Shares of Beneficial Interest 209 $73.42 $15,344.78
Disclosure

SEC source: 0001628280-21-004442 · wf-form4_161540881810258.xml · nonDerivative · entry 5

Kirchmann John · CIK 0001705373 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,471

F2 · shares: Shares withheld for payment of taxes in connection with the vesting of restricted stock.

Read SEC document
March 08, 2021 Filed Mar 10, 2021 20:40 UTC
Kirchmann JohnEVP and CFO
Exercise / conversionCommon Shares of Beneficial Interest 404 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-21-004442 · wf-form4_161540881810258.xml · nonDerivative · entry 4

Kirchmann John · CIK 0001705373 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,680

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit represents a contigent right to receive one share of IRET common stock.

Read SEC document
March 08, 2021 Filed Mar 10, 2021 20:38 UTC
Decker Mark Okey JrDirector · President, CEO and CIO
Exercise / conversionRestricted Stock Units · Derivative 876 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-004441 · wf-form4_161540871772212.xml · derivative · entry 8

Decker Mark Okey Jr · CIK 0001681625 · Director · President, CEO and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 877

Underlying: Common Shares of Beneficial Interest · 876 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit represents a contigent right to receive one share of IRET common stock.

F3 · derivative.exercise_date: Restricted stock units vest in three equal annual installments, beginning on March 8, 2020, the first anniversary of the grant date.

F3 · derivative.expiration_date: Restricted stock units vest in three equal annual installments, beginning on March 8, 2020, the first anniversary of the grant date.

Read SEC document
March 08, 2021 Filed Mar 10, 2021 20:38 UTC
Decker Mark Okey JrDirector · President, CEO and CIO
Tax withholdingCommon Shares of Beneficial Interest 376 $73.42 $27,605.92
Disclosure

SEC source: 0001628280-21-004441 · wf-form4_161540871772212.xml · nonDerivative · entry 7

Decker Mark Okey Jr · CIK 0001681625 · Director · President, CEO and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,636

F2 · shares: Shares withheld for payment of taxes in connection with the vesting of restricted stock.

Read SEC document
March 08, 2021 Filed Mar 10, 2021 20:38 UTC
Decker Mark Okey JrDirector · President, CEO and CIO
Exercise / conversionCommon Shares of Beneficial Interest 876 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-21-004441 · wf-form4_161540871772212.xml · nonDerivative · entry 6

Decker Mark Okey Jr · CIK 0001681625 · Director · President, CEO and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,012

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit represents a contigent right to receive one share of IRET common stock.

Read SEC document
January 01, 2021 Filed Jan 5, 2021 21:18 UTC
Decker Mark Okey JrDirector · President, CEO and CIO
GrantOption (right to buy) · Derivative 20,239 $0.00 Strike: $10.45 $0.00
Disclosure

SEC source: 0001437749-21-000115 · rdgdoc.xml · derivative · entry 8

Decker Mark Okey Jr · CIK 0001681625 · Director · President, CEO and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,239

Underlying: Common Shares of Beneficial Interest · 20,239 shares

Expires 2031-01-01

F3 · derivative.exercise_date: The options vest in four equal installments on January 1, 2022; January 1, 2023; January 1, 2024 and January 1, 2025.

Read SEC document
January 01, 2021 Filed Jan 5, 2021 21:18 UTC
Decker Mark Okey JrDirector · President, CEO and CIO
GrantRestricted Stock Units · Derivative 2,973 $0.00 $0.00
Disclosure

SEC source: 0001437749-21-000115 · rdgdoc.xml · derivative · entry 7

Decker Mark Okey Jr · CIK 0001681625 · Director · President, CEO and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,973

Underlying: Common Shares of Beneficial Interest · 2,973 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one IRET common share.

F2 · derivative.exercise_date: The restricted stock units vest in three equal installments on January 1, 2022; January 1, 2023 and January 1, 2024.

F2 · derivative.expiration_date: The restricted stock units vest in three equal installments on January 1, 2022; January 1, 2023 and January 1, 2024.

Read SEC document
January 01, 2021 Filed Jan 5, 2021 21:15 UTC
Olson AnneCOO, Gen Counsel and Secretary
GrantOption (right to buy) · Derivative 11,024 $0.00 Strike: $10.45 $0.00
Disclosure

SEC source: 0001437749-21-000111 · rdgdoc.xml · derivative · entry 3

Olson Anne · CIK 0001705454 · COO, Gen Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,024

Underlying: Common Shares of Beneficial Interest · 11,024 shares

Expires 2031-01-01

F3 · derivative.exercise_date: The options vest in four equal installments on January 1, 2022; January 1, 2023; January 1, 2024 and January 1, 2025.

Read SEC document
January 01, 2021 Filed Jan 5, 2021 21:15 UTC
Olson AnneCOO, Gen Counsel and Secretary
GrantRestricted Stock Units · Derivative 1,619 $0.00 $0.00
Disclosure

SEC source: 0001437749-21-000111 · rdgdoc.xml · derivative · entry 2

Olson Anne · CIK 0001705454 · COO, Gen Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,619

Underlying: Common Shares of Beneficial Interest · 1,619 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one IRET common share.

F2 · derivative.exercise_date: The restricted stock units vest in three equal installments on January 1, 2022; January 1, 2023 and January 1, 2024.

F2 · derivative.expiration_date: The restricted stock units vest in three equal installments on January 1, 2022; January 1, 2023 and January 1, 2024.

Read SEC document
January 01, 2021 Filed Jan 5, 2021 21:16 UTC
Kirchmann JohnEVP and CFO
GrantOption (right to buy) · Derivative 6,220 $0.00 Strike: $10.45 $0.00
Disclosure

SEC source: 0001437749-21-000113 · rdgdoc.xml · derivative · entry 6

Kirchmann John · CIK 0001705373 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,220

Underlying: Common Shares of Beneficial Interest · 6,220 shares

Expires 2031-01-01

F3 · derivative.exercise_date: The options vest in four equal installments on January 1, 2022; January 1, 2023, January 1, 2024 and January 1, 2025.

Read SEC document
January 01, 2021 Filed Jan 5, 2021 21:16 UTC
Kirchmann JohnEVP and CFO
GrantRestricted Stock Units · Derivative 914 $0.00 $0.00
Disclosure

SEC source: 0001437749-21-000113 · rdgdoc.xml · derivative · entry 5

Kirchmann John · CIK 0001705373 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 914

Underlying: Common Shares of Beneficial Interest · 914 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one IRET common share.

F2 · derivative.exercise_date: The restricted stock units vest in three equal installments on January 1, 2022; January 1, 2023 and January 1, 2024.

F2 · derivative.expiration_date: The restricted stock units vest in three equal installments on January 1, 2022; January 1, 2023 and January 1, 2024.

Read SEC document
January 01, 2021 Filed Jan 15, 2021 16:42 UTC Amendment
Olson AnneCOO, Gen Counsel and Secretary
GrantOption (right to buy) · Derivative 11,024 $0.00 Strike: $70.64 $0.00
Disclosure

SEC source: 0001437749-21-000753 · rdgdoc.xml · derivative · entry 3

Olson Anne · CIK 0001705454 · COO, Gen Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,024

Underlying: Common Shares of Beneficial Interest · 11,024 shares

Expires 2031-01-01

F4 · derivative.exercise_price: This amendment corrects the exercise price that was disclosed in the original filing on January 5, 2021.

F3 · derivative.exercise_date: The options vest in four equal installments on January 1, 2022; January 1, 2023; January 1, 2024 and January 1, 2025.

Read SEC document
January 01, 2021 Filed Jan 15, 2021 16:42 UTC Amendment
Olson AnneCOO, Gen Counsel and Secretary
GrantRestricted Stock Units · Derivative 1,619 $0.00 $0.00
Disclosure

SEC source: 0001437749-21-000753 · rdgdoc.xml · derivative · entry 2

Olson Anne · CIK 0001705454 · COO, Gen Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,619

Underlying: Common Shares of Beneficial Interest · 1,619 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one IRET common share.

F2 · derivative.exercise_date: The restricted stock units vest in three equal installments on January 1, 2022; January 1, 2023 and January 1, 2024.

F2 · derivative.expiration_date: The restricted stock units vest in three equal installments on January 1, 2022; January 1, 2023 and January 1, 2024.

Read SEC document
January 01, 2021 Filed Jan 15, 2021 16:40 UTC Amendment
Kirchmann JohnEVP and CFO
GrantOption (right to buy) · Derivative 6,220 $0.00 Strike: $70.64 $0.00
Disclosure

SEC source: 0001437749-21-000752 · rdgdoc.xml · derivative · entry 6

Kirchmann John · CIK 0001705373 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,220

Underlying: Common Shares of Beneficial Interest · 6,220 shares

Expires 2031-01-01

F4 · derivative.exercise_price: This amendment corrects the exercise price that was disclosed in the original filing on January 5, 2021.

F3 · derivative.exercise_date: The options vest in four equal installments on January 1, 2022; January 1, 2023, January 1, 2024 and January 1, 2025.

Read SEC document
January 01, 2021 Filed Jan 15, 2021 16:40 UTC Amendment
Kirchmann JohnEVP and CFO
GrantRestricted Stock Units · Derivative 914 $0.00 $0.00
Disclosure

SEC source: 0001437749-21-000752 · rdgdoc.xml · derivative · entry 5

Kirchmann John · CIK 0001705373 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 914

Underlying: Common Shares of Beneficial Interest · 914 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one IRET common share.

F2 · derivative.exercise_date: The restricted stock units vest in three equal installments on January 1, 2022; January 1, 2023 and January 1, 2024.

F2 · derivative.expiration_date: The restricted stock units vest in three equal installments on January 1, 2022; January 1, 2023 and January 1, 2024.

Read SEC document
January 01, 2021 Filed Jan 15, 2021 16:38 UTC Amendment
Decker Mark Okey JrDirector · President, CEO and CIO
GrantOption (right to buy) · Derivative 20,239 $0.00 Strike: $70.64 $0.00
Disclosure

SEC source: 0001437749-21-000751 · rdgdoc.xml · derivative · entry 8

Decker Mark Okey Jr · CIK 0001681625 · Director · President, CEO and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,239

Underlying: Common Shares of Beneficial Interest · 20,239 shares

Expires 2031-01-01

F4 · derivative.exercise_price: This amendment corrects the exercise price that was disclosed in the original filing on January 5, 2021.

F3 · derivative.exercise_date: The options vest in four equal installments on January 1, 2022; January 1, 2023; January 1, 2024 and January 1, 2025.

Read SEC document
January 01, 2021 Filed Jan 15, 2021 16:38 UTC Amendment
Decker Mark Okey JrDirector · President, CEO and CIO
GrantRestricted Stock Units · Derivative 2,973 $0.00 $0.00
Disclosure

SEC source: 0001437749-21-000751 · rdgdoc.xml · derivative · entry 7

Decker Mark Okey Jr · CIK 0001681625 · Director · President, CEO and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,973

Underlying: Common Shares of Beneficial Interest · 2,973 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one IRET common share.

F2 · derivative.exercise_date: The restricted stock units vest in three equal installments on January 1, 2022; January 1, 2023 and January 1, 2024.

F2 · derivative.expiration_date: The restricted stock units vest in three equal installments on January 1, 2022; January 1, 2023 and January 1, 2024.

Read SEC document
September 24, 2020 Filed Sep 24, 2020 19:26 UTC
Decker Mark Okey JrDirector · President, CEO and CIO
PurchaseCommon Shares of Beneficial Interest 500 $62.73 $31,365.00
Disclosure

SEC source: 0001437749-20-020170 · rdgdoc.xml · nonDerivative · entry 6

Decker Mark Okey Jr · CIK 0001681625 · Director · President, CEO and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,136

Read SEC document
June 13, 2020 Filed Jun 16, 2020 18:14 UTC Disposition to issuerRestricted Stock Units · Derivative 1,437 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-013216 · rdgdoc.xml · derivative · entry 2

CAIRA JEFFREY · CIK 0001265470 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,437

Underlying: Common Shares of Beneficial Interest · 1,437 shares

Expires 2020-06-13

F1 · derivative.exercise_price: Each restricted share unit represents a contingent right to receive one common share of beneficial interest.

Read SEC document
June 13, 2020 Filed Jun 16, 2020 18:14 UTC Exercise / conversionCommon Shares of Beneficial Interest 1,437 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-013216 · rdgdoc.xml · nonDerivative · entry 1

CAIRA JEFFREY · CIK 0001265470 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,826

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
June 13, 2020 Filed Jun 16, 2020 18:10 UTC Disposition to issuerRestricted Stock Units · Derivative 1,014 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-013215 · rdgdoc.xml · derivative · entry 3

Dance Michael T · CIK 0001318689 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,014

Underlying: Common Shares of Beneficial Interest · 1,014 shares

Expires 2020-06-13

F1 · derivative.exercise_price: Each restricted share unit represents a contingent right to receive one common share of beneficial interest.

Read SEC document
June 13, 2020 Filed Jun 16, 2020 18:10 UTC Exercise / conversionCommon Shares of Beneficial Interest 1,014 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-013215 · rdgdoc.xml · nonDerivative · entry 2

Dance Michael T · CIK 0001318689 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,252

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
June 13, 2020 Filed Jun 16, 2020 18:08 UTC Disposition to issuerRestricted Stock Units · Derivative 1,014 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-013214 · rdgdoc.xml · derivative · entry 3

Green Emily Nagle · CIK 0001553453 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,014

Underlying: Common Shares of Beneficial Interest · 1,014 shares

Expires 2020-06-13

F1 · derivative.exercise_price: Each restricted share unit represents a contingent right to receive one common share of beneficial interest.

Read SEC document
June 13, 2020 Filed Jun 16, 2020 18:08 UTC Exercise / conversionCommon Shares of Beneficial Interest 1,014 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-013214 · rdgdoc.xml · nonDerivative · entry 2

Green Emily Nagle · CIK 0001553453 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,349

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
June 13, 2020 Filed Jun 16, 2020 18:03 UTC Disposition to issuerRestricted Stock Units · Derivative 1,014 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-013211 · rdgdoc.xml · derivative · entry 2

Maxwell Terrance P · CIK 0001592146 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,014

Underlying: Common Shares of Beneficial Interest · 1,014 shares

Expires 2020-06-13

F1 · derivative.exercise_price: Each restricted share unit represents a contingent right to receive one common share of beneficial interest.

Read SEC document
June 13, 2020 Filed Jun 16, 2020 18:03 UTC Exercise / conversionCommon Shares of Beneficial Interest 1,014 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-013211 · rdgdoc.xml · nonDerivative · entry 1

Maxwell Terrance P · CIK 0001592146 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,039

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
June 13, 2020 Filed Jun 16, 2020 18:06 UTC Disposition to issuerRestricted Stock Units · Derivative 1,014 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-013213 · rdgdoc.xml · derivative · entry 3

Hall Linda J. · CIK 0001183153 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,014

Underlying: Common Shares of Beneficial Interest · 1,014 shares

Expires 2020-06-13

F2 · derivative.exercise_price: Each restricted share unit represents a contingent right to receive one common share of beneficial interest.

Read SEC document
June 13, 2020 Filed Jun 16, 2020 18:06 UTC Exercise / conversionCommon Shares of Beneficial Interest 1,014 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-013213 · rdgdoc.xml · nonDerivative · entry 2

Hall Linda J. · CIK 0001183153 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,175

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: The reporting person no longer reports as beneficially owned 600 common shares of beneficial interest owned by her ex-husband

Read SEC document
June 13, 2020 Filed Jun 16, 2020 18:01 UTC Disposition to issuerRestricted Stock Units · Derivative 1,014 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-013210 · rdgdoc.xml · derivative · entry 2

Schissel John A · CIK 0001331293 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,014

Underlying: Common Shares of Beneficial Interest · 1,014 shares

Expires 2020-06-13

F1 · derivative.exercise_price: Each restricted share unit represents a contingent right to receive one common share of beneficial interest.

Read SEC document
June 13, 2020 Filed Jun 16, 2020 18:01 UTC Exercise / conversionCommon Shares of Beneficial Interest 1,014 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-013210 · rdgdoc.xml · nonDerivative · entry 1

Schissel John A · CIK 0001331293 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,911

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
June 13, 2020 Filed Jun 16, 2020 18:00 UTC Disposition to issuerRestricted Stock Units · Derivative 1,014 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-013209 · rdgdoc.xml · derivative · entry 2

TWINEM MARY J · CIK 0001265912 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,014

Underlying: Common Shares of Beneficial Interest · 1,014 shares

Expires 2020-06-13

F1 · derivative.exercise_price: Each restricted share unit represents a contingent right to receive one common share of beneficial interest.

Read SEC document
June 13, 2020 Filed Jun 16, 2020 18:00 UTC Exercise / conversionCommon Shares of Beneficial Interest 1,014 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-013209 · rdgdoc.xml · nonDerivative · entry 1

TWINEM MARY J · CIK 0001265912 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,734

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 21, 2020 Filed May 26, 2020 20:44 UTC
Decker Mark Okey JrDirector · President, CEO and CIO
GrantOption (right to buy) · Derivative 67,293 $0.00 Strike: $66.36 $0.00
Disclosure

SEC source: 0001437749-20-011745 · rdgdoc.xml · derivative · entry 10

Decker Mark Okey Jr · CIK 0001681625 · Director · President, CEO and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 67,293

Underlying: Common Shares of Beneficial Interest · 67,293 shares

Expires 2030-05-21

F4 · derivative.exercise_date: The options vest in equal installments on May 21, 2021, January 1, 2022, January 1, 2023 and January 1, 2024.

Read SEC document
May 21, 2020 Filed May 26, 2020 20:44 UTC
Decker Mark Okey JrDirector · President, CEO and CIO
Tax withholdingCommon Shares of Beneficial Interest 1,960 $66.36 $130,065.60
Disclosure

SEC source: 0001437749-20-011745 · rdgdoc.xml · nonDerivative · entry 9

Decker Mark Okey Jr · CIK 0001681625 · Director · President, CEO and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,636

F3 · kind: Shares withheld for payment of taxes.

Read SEC document
May 21, 2020 Filed May 26, 2020 20:44 UTC
Decker Mark Okey JrDirector · President, CEO and CIO
Tax withholdingCommon Shares of Beneficial Interest 835 $66.36 $55,410.60
Disclosure

SEC source: 0001437749-20-011745 · rdgdoc.xml · nonDerivative · entry 8

Decker Mark Okey Jr · CIK 0001681625 · Director · President, CEO and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,596

F3 · kind: Shares withheld for payment of taxes.

Read SEC document
May 21, 2020 Filed May 26, 2020 20:44 UTC
Decker Mark Okey JrDirector · President, CEO and CIO
GrantCommon Shares of Beneficial Interest 4,627 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-011745 · rdgdoc.xml · nonDerivative · entry 7

Decker Mark Okey Jr · CIK 0001681625 · Director · President, CEO and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,431

F2 · kind: On June 21, 2017, the reporting person was granted a performance share award based on the Company's total shareholder return ("TSR") compared to the MSCI U.S. REIT Index for the measurement period beginning on May 1, 2017 and ending on April 30, 2020. For the measurement period, the Company's TSR was at the 73rd percentile of the Index, resulting in a payout at 190% of target, or 4,627 shares, being earned under the performance share award.

Read SEC document
May 21, 2020 Filed May 26, 2020 20:44 UTC
Decker Mark Okey JrDirector · President, CEO and CIO
GrantCommon Shares of Beneficial Interest 1,972 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-011745 · rdgdoc.xml · nonDerivative · entry 6

Decker Mark Okey Jr · CIK 0001681625 · Director · President, CEO and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,804

F1 · kind: On June 21, 2017, the reporting person was granted a performance share award based on the Company's consolidated leverage ratio for the measurement period beginning on May 1, 2017 and ending on April 30, 2020. For the measurement period, 81% of the target payout, or 1,972 shares, was awarded under the performance share award.

Read SEC document
May 21, 2020 Filed May 26, 2020 20:42 UTC
Olson AnneCOO, Gen Counsel and Secretary
GrantOption (right to buy) · Derivative 32,215 $0.00 Strike: $66.36 $0.00
Disclosure

SEC source: 0001437749-20-011744 · rdgdoc.xml · derivative · entry 5

Olson Anne · CIK 0001705454 · COO, Gen Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,215

Underlying: Common Shares of Beneficial Interest · 32,215 shares

Expires 2030-05-21

F4 · derivative.exercise_date: The options vest in equal installments on May 21, 2021, January 1, 2022, January 1, 2023 and January 1, 2024.

Read SEC document
May 21, 2020 Filed May 26, 2020 20:42 UTC
Olson AnneCOO, Gen Counsel and Secretary
Tax withholdingCommon Shares of Beneficial Interest 932 $66.36 $61,847.52
Disclosure

SEC source: 0001437749-20-011744 · rdgdoc.xml · nonDerivative · entry 4

Olson Anne · CIK 0001705454 · COO, Gen Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,938

F3 · kind: Shares withheld for payment of taxes.

Read SEC document
May 21, 2020 Filed May 26, 2020 20:42 UTC
Olson AnneCOO, Gen Counsel and Secretary
Tax withholdingCommon Shares of Beneficial Interest 398 $66.36 $26,411.28
Disclosure

SEC source: 0001437749-20-011744 · rdgdoc.xml · nonDerivative · entry 3

Olson Anne · CIK 0001705454 · COO, Gen Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,870

F3 · kind: Shares withheld for payment of taxes.

Read SEC document
May 21, 2020 Filed May 26, 2020 20:42 UTC
Olson AnneCOO, Gen Counsel and Secretary
GrantCommon Shares of Beneficial Interest 2,369 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-011744 · rdgdoc.xml · nonDerivative · entry 2

Olson Anne · CIK 0001705454 · COO, Gen Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,268

F2 · kind: On June 21, 2017, the reporting person was granted a performance share award based on the Company's total shareholder return ("TSR") compared to the MSCI U.S. REIT Index for the measurement period beginning on May 1, 2017 and ending on April 30, 2020. For the measurement period, the Company's TSR was at the 73rd percentile of the Index, resulting in a payout at 190% of target, or 2,369 shares, being earned under the performance share award.

Read SEC document
May 21, 2020 Filed May 26, 2020 20:42 UTC
Olson AnneCOO, Gen Counsel and Secretary
GrantCommon Shares of Beneficial Interest 1,010 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-011744 · rdgdoc.xml · nonDerivative · entry 1

Olson Anne · CIK 0001705454 · COO, Gen Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,899

F1 · kind: On June 21, 2017, the reporting person was granted a performance share award based on the Company's consolidated leverage ratio for the measurement period beginning on May 1, 2017 and ending on April 30, 2020. For the measurement period, 81% of the target payout, or 1,010 shares, was awarded under the performance share award.

Read SEC document
May 21, 2020 Filed May 26, 2020 20:40 UTC
Kirchmann JohnEVP and CFO
GrantOption (right to buy) · Derivative 23,266 $0.00 Strike: $66.36 $0.00
Disclosure

SEC source: 0001437749-20-011743 · rdgdoc.xml · derivative · entry 8

Kirchmann John · CIK 0001705373 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,266

Underlying: Common Shares of Beneficial Interest · 23,266 shares

Expires 2030-05-21

F4 · derivative.exercise_date: The options vest in equal installments on May 21, 2021, January 1, 2022, January 1, 2023 and January 1, 2024.

Read SEC document
May 21, 2020 Filed May 26, 2020 20:40 UTC
Kirchmann JohnEVP and CFO
Tax withholdingCommon Shares of Beneficial Interest 1,003 $66.36 $66,559.08
Disclosure

SEC source: 0001437749-20-011743 · rdgdoc.xml · nonDerivative · entry 4

Kirchmann John · CIK 0001705373 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,276

F3 · kind: Shares withheld for payment of taxes.

Read SEC document
May 21, 2020 Filed May 26, 2020 20:40 UTC
Kirchmann JohnEVP and CFO
Tax withholdingCommon Shares of Beneficial Interest 428 $66.36 $28,402.08
Disclosure

SEC source: 0001437749-20-011743 · rdgdoc.xml · nonDerivative · entry 3

Kirchmann John · CIK 0001705373 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,279

F3 · kind: Shares withheld for payment of taxes.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.