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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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Dec 202500
Jan 202600
Feb 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
May 21, 2020 Filed May 26, 2020 20:40 UTC
Kirchmann JohnEVP and CFO
GrantCommon Shares of Beneficial Interest 2,369 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-011743 · rdgdoc.xml · nonDerivative · entry 2

Kirchmann John · CIK 0001705373 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,707

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 20:40 UTC
Kirchmann JohnEVP and CFO
GrantCommon Shares of Beneficial Interest 1,010 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-011743 · rdgdoc.xml · nonDerivative · entry 1

Kirchmann John · CIK 0001705373 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,338

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 19, 2020 Filed May 21, 2020 18:13 UTC GrantRestricted Stock Units · Derivative 1,006 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-011540 · rdgdoc.xml · derivative · entry 1

Green Emily Nagle · CIK 0001553453 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,006

Underlying: Common Shares of Beneficial Interest · 1,006 shares

Expires 2021-05-19

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

Read SEC document
May 19, 2020 Filed May 21, 2020 18:12 UTC GrantRestricted Stock Units · Derivative 1,006 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-011539 · rdgdoc.xml · derivative · entry 1

TWINEM MARY J · CIK 0001265912 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,006

Underlying: Common Shares of Beneficial Interest · 1,006 shares

Expires 2021-05-19

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

Read SEC document
May 19, 2020 Filed May 21, 2020 18:11 UTC GrantRestricted Stock Units · Derivative 1,006 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-011538 · rdgdoc.xml · derivative · entry 1

Schissel John A · CIK 0001331293 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,006

Underlying: Common Shares of Beneficial Ownership · 1,006 shares

Expires 2021-05-19

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

Read SEC document
May 19, 2020 Filed May 21, 2020 18:10 UTC GrantRestricted Stock Units · Derivative 1,006 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-011537 · rdgdoc.xml · derivative · entry 1

Maxwell Terrance P · CIK 0001592146 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,006

Underlying: Common Shares of Beneficial Ownership · 1,006 shares

Expires 2021-05-19

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

Read SEC document
May 19, 2020 Filed May 21, 2020 18:09 UTC GrantRestricted Stock Units · Derivative 1,006 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-011536 · rdgdoc.xml · derivative · entry 1

Hall Linda J. · CIK 0001183153 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,006

Underlying: Common Shares of Beneficial Interest · 1,006 shares

Expires 2021-05-19

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

Read SEC document
May 19, 2020 Filed May 21, 2020 18:08 UTC GrantRestricted Stock Units · Derivative 1,006 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-011535 · rdgdoc.xml · derivative · entry 1

Dance Michael T · CIK 0001318689 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,006

Underlying: Common Shares of Beneficial Interest · 1,006 shares

Expires 2021-05-19

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

Read SEC document
May 19, 2020 Filed May 21, 2020 18:06 UTC GrantRestricted Stock Units · Derivative 1,845 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-011534 · rdgdoc.xml · derivative · entry 1

CAIRA JEFFREY · CIK 0001265470 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,845

Underlying: Common Shares of Beneficial Interest · 1,845 shares

Expires 2021-05-19

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

Read SEC document
May 19, 2020 Filed Jul 27, 2020 21:39 UTC Amendment GrantRestricted Stock Units · Derivative 1,056 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-015803 · rdgdoc.xml · derivative · entry 1

Green Emily Nagle · CIK 0001553453 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,056

Underlying: Common Shares of Beneficial Interest · 1,056 shares

Expires 2021-05-19

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

F2 · shares: 50 additional units were granted in lieu of dividend equivalents at the same time as the original award on May 19, 2020, but these units were not reported at that time.

Read SEC document
May 19, 2020 Filed Jul 27, 2020 21:36 UTC Amendment GrantRestricted Stock Units · Derivative 1,056 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-015801 · rdgdoc.xml · derivative · entry 1

TWINEM MARY J · CIK 0001265912 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,056

Underlying: Common Shares of Beneficial Interest · 1,056 shares

Expires 2021-05-19

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

F2 · shares: 50 additional units were granted in lieu of dividend equivalents at the same time as the original award on May 19, 2020, but these units were not reported at that time.

Read SEC document
May 19, 2020 Filed Jul 27, 2020 21:35 UTC Amendment GrantRestricted Stock Units · Derivative 1,056 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-015799 · rdgdoc.xml · derivative · entry 1

Schissel John A · CIK 0001331293 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,056

Underlying: Common Shares of Beneficial Ownership · 1,056 shares

Expires 2021-05-19

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

F2 · shares: 50 additional units were granted in lieu of dividend equivalents at the same time as the original award on May 19, 2020, but these units were not reported at that time.

Read SEC document
May 19, 2020 Filed Jul 27, 2020 21:33 UTC Amendment GrantRestricted Stock Units · Derivative 1,056 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-015798 · rdgdoc.xml · derivative · entry 1

Maxwell Terrance P · CIK 0001592146 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,056

Underlying: Common Shares of Beneficial Ownership · 1,056 shares

Expires 2021-05-19

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

F2 · shares: 50 additional units were granted in lieu of dividend equivalents at the same time as the original award on May 19, 2020, but these units were not reported at that time.

Read SEC document
May 19, 2020 Filed Jul 27, 2020 21:24 UTC Amendment GrantRestricted Stock Units · Derivative 1,056 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-015795 · rdgdoc.xml · derivative · entry 1

Hall Linda J. · CIK 0001183153 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,056

Underlying: Common Shares of Beneficial Interest · 1,056 shares

Expires 2021-05-19

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

F2 · shares: 50 additional units were granted in lieu of dividend equivalents at the same time as the original award on May 19, 2020, but these units were not reported at that time.

Read SEC document
May 19, 2020 Filed Jul 27, 2020 21:22 UTC Amendment GrantRestricted Stock Units · Derivative 1,056 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-015794 · rdgdoc.xml · derivative · entry 1

Dance Michael T · CIK 0001318689 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,056

Underlying: Common Shares of Beneficial Interest · 1,056 shares

Expires 2021-05-19

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

F2 · shares: 50 additional units were granted in lieu of dividend equivalents at the same time as the original award on May 19, 2020, but these units were not reported at that time.

Read SEC document
May 19, 2020 Filed Jul 27, 2020 21:20 UTC Amendment GrantRestricted Stock Units · Derivative 1,936 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-015793 · rdgdoc.xml · derivative · entry 1

CAIRA JEFFREY · CIK 0001265470 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,936

Underlying: Common Shares of Beneficial Interest · 1,936 shares

Expires 2021-05-19

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

F2 · shares: 91 additional units were granted in lieu of dividend equivalents at the same time as the original award on May 19, 2020, but these units were not reported at that time.

Read SEC document
May 15, 2020 Filed May 19, 2020 16:40 UTC
Decker Mark Okey JrDirector · President, CEO and CIO
PurchaseCommon Shares of Beneficial Interest 125 $62.03 $7,753.13
Disclosure

SEC source: 0001437749-20-011247 · rdgdoc.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Spouse IRA

Disclosed balance after: 1,525

Read SEC document
May 01, 2020 Filed May 5, 2020 00:29 UTC
Decker Mark Okey JrDirector · President, CEO and CIO
Exercise / conversionRestricted Stock Units · Derivative 812 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-009323 · rdgdoc.xml · derivative · entry 9

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares of Beneficial Interest · 812 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 ("RSU") represents a contingent right to receive one share of IRET common stock.

F4 · derivative.exercise_date: On June 21, 2017, the reporting person was granted 2,435 RSUs (taking into effect a reverse 1-for-10 stock split which was effected on 12/27/2018), vesting in one-third increments on each of June 21, 2018, May 1, 2019, and May 1, 2020, as long as the reporting person is in the employ of the Issuer. Vested shares will be delivered to the reporting person no later than 30 days after vesting.

F4 · derivative.expiration_date: On June 21, 2017, the reporting person was granted 2,435 RSUs (taking into effect a reverse 1-for-10 stock split which was effected on 12/27/2018), vesting in one-third increments on each of June 21, 2018, May 1, 2019, and May 1, 2020, as long as the reporting person is in the employ of the Issuer. Vested shares will be delivered to the reporting person no later than 30 days after vesting.

Read SEC document
May 01, 2020 Filed May 5, 2020 00:29 UTC
Decker Mark Okey JrDirector · President, CEO and CIO
Tax withholdingCommon Shares of Beneficial Interest 232 $59.73 $13,857.36
Disclosure

SEC source: 0001437749-20-009323 · 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: 22,832

F3 · kind: Shares withheld by issuer to satisfy the mandatory tax withholding requirement upon vesting of share award issued under the 2015 Incentive Plan. Not an open market sale of securities.

Read SEC document
May 01, 2020 Filed May 5, 2020 00:29 UTC
Decker Mark Okey JrDirector · President, CEO and CIO
Tax withholdingCommon Shares of Beneficial Interest 344 $59.73 $20,547.12
Disclosure

SEC source: 0001437749-20-009323 · rdgdoc.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,064

F2 · kind: Shares withheld by Issuer to satisfy the mandatory tax withholding requirement upon vesting of restricted stock units. Not an open market sale of securities.

Read SEC document
May 01, 2020 Filed May 5, 2020 00:29 UTC
Decker Mark Okey JrDirector · President, CEO and CIO
Exercise / conversionCommon Shares of Beneficial Interest 812 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-009323 · rdgdoc.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,780

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 ("RSU") represents a contingent right to receive one share of IRET common stock.

Read SEC document
May 01, 2020 Filed May 5, 2020 00:25 UTC
Kirchmann JohnEVP and CFO
Exercise / conversionRestricted Stock Units · Derivative 415 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-009321 · rdgdoc.xml · derivative · entry 9

Kirchmann John · CIK 0001705373 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares of Beneficial Interest · 415 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 ("RSU") represents a contingent right to receive one share of IRET common stock.

F4 · derivative.exercise_date: On June 21, 2017, the reporting person was granted 1,247 RSUs (taking into effect a reverse 1-for-10 stock split which was effected on 12/27/2018), vesting in one-third increments on each of June 21, 2018, May 1, 2019, and May 1, 2020, as long as the reporting person is in the employ of the Issuer. Vested shares will be delivered to the reporting person no later than 30 days after vesting.

F4 · derivative.expiration_date: On June 21, 2017, the reporting person was granted 1,247 RSUs (taking into effect a reverse 1-for-10 stock split which was effected on 12/27/2018), vesting in one-third increments on each of June 21, 2018, May 1, 2019, and May 1, 2020, as long as the reporting person is in the employ of the Issuer. Vested shares will be delivered to the reporting person no later than 30 days after vesting.

Read SEC document
May 01, 2020 Filed May 5, 2020 00:25 UTC
Kirchmann JohnEVP and CFO
Tax withholdingCommon Shares of Beneficial Interest 193 $59.73 $11,527.89
Disclosure

SEC source: 0001437749-20-009321 · rdgdoc.xml · nonDerivative · entry 5

Kirchmann John · CIK 0001705373 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,709

F2 · kind: Shares withheld by Issuer to satisfy the mandatory tax withholding requirement upon vesting of restricted stock units. Not an open market sale of securities.

Read SEC document
May 01, 2020 Filed May 5, 2020 00:25 UTC
Kirchmann JohnEVP and CFO
Exercise / conversionCommon Shares of Beneficial Interest 415 Not disclosed Not disclosed
Disclosure

SEC source: 0001437749-20-009321 · rdgdoc.xml · nonDerivative · entry 3

Kirchmann John · CIK 0001705373 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,111

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 ("RSU") represents a contingent right to receive one share of IRET common stock.

Read SEC document
May 01, 2020 Filed May 5, 2020 00:23 UTC
Olson AnneCOO, Gen Counsel and Secretary
Exercise / conversionRestricted Stock Units · Derivative 415 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-009318 · rdgdoc.xml · derivative · entry 12

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares of Beneficial Interest · 415 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 ("RSU") represents a contingent right to receive one share of IRET common stock.

F4 · derivative.exercise_date: On June 21, 2017, the reporting person was granted 1,247 RSUs (taking into effect a reverse 1-for-10 stock split which was effected on 12/27/2018), vesting in one-third increments on each of June 21, 2018, May 1, 2019, and May 1, 2020, as long as the reporting person is in the employ of the Issuer. Vested shares will be delivered to the reporting person no later than 30 days after vesting.

F4 · derivative.expiration_date: On June 21, 2017, the reporting person was granted 1,247 RSUs (taking into effect a reverse 1-for-10 stock split which was effected on 12/27/2018), vesting in one-third increments on each of June 21, 2018, May 1, 2019, and May 1, 2020, as long as the reporting person is in the employ of the Issuer. Vested shares will be delivered to the reporting person no later than 30 days after vesting.

Read SEC document
May 01, 2020 Filed May 5, 2020 00:23 UTC
Olson AnneCOO, Gen Counsel and Secretary
Tax withholdingCommon Shares of Beneficial Interest 163 $59.73 $9,735.99
Disclosure

SEC source: 0001437749-20-009318 · rdgdoc.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,728

F2 · kind: Shares withheld by Issuer to satisfy the mandatory tax withholding requirement upon vesting of restricted stock units. Not an open market sale of securities.

Read SEC document
May 01, 2020 Filed May 5, 2020 00:23 UTC
Olson AnneCOO, Gen Counsel and Secretary
Exercise / conversionCommon Shares of Beneficial Interest 415 Not disclosed Not disclosed
Disclosure

SEC source: 0001437749-20-009318 · rdgdoc.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,298

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 ("RSU") represents a contingent right to receive one share of IRET common stock.

Read SEC document
April 30, 2020 Filed May 5, 2020 00:29 UTC
Decker Mark Okey JrDirector · President, CEO and CIO
Exercise / conversionRestricted Stock Units · Derivative 878 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-009323 · 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: 878

Underlying: Common Shares of Beneficial Interest · 1,756 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 ("RSU") represents a contingent right to receive one share of IRET common stock.

F5 · derivative.exercise_date: On July 20, 2018, the reporting person was granted 2,634 RSUs (taking into effect a reverse 1-for-10 stock split which was effected on 12/27/2018), vesting in one-third increments on each of July 20, 2019, April 30, 2020, and April 30, 2021, as long as the reporting person is in the employ of the Issuer. Vested shares will be delivered to the reporting person no later than 30 days after vesting.

F5 · derivative.expiration_date: On July 20, 2018, the reporting person was granted 2,634 RSUs (taking into effect a reverse 1-for-10 stock split which was effected on 12/27/2018), vesting in one-third increments on each of July 20, 2019, April 30, 2020, and April 30, 2021, as long as the reporting person is in the employ of the Issuer. Vested shares will be delivered to the reporting person no later than 30 days after vesting.

Read SEC document
April 30, 2020 Filed May 5, 2020 00:29 UTC
Decker Mark Okey JrDirector · President, CEO and CIO
Tax withholdingCommon Shares of Beneficial Interest 372 $62.63 $23,298.36
Disclosure

SEC source: 0001437749-20-009323 · rdgdoc.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,408

F2 · kind: Shares withheld by Issuer to satisfy the mandatory tax withholding requirement upon vesting of restricted stock units. Not an open market sale of securities.

Read SEC document
April 30, 2020 Filed May 5, 2020 00:29 UTC
Decker Mark Okey JrDirector · President, CEO and CIO
Exercise / conversionCommon Shares of Beneficial Interest 878 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-009323 · rdgdoc.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,968

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 ("RSU") represents a contingent right to receive one share of IRET common stock.

Read SEC document
April 30, 2020 Filed May 5, 2020 00:25 UTC
Kirchmann JohnEVP and CFO
Exercise / conversionRestricted Stock Units · Derivative 450 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-009321 · rdgdoc.xml · derivative · entry 8

Kirchmann John · CIK 0001705373 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 449

Underlying: Common Shares of Beneficial Interest · 899 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 ("RSU") represents a contingent right to receive one share of IRET common stock.

F5 · derivative.exercise_date: On July 20, 2018, the reporting person was granted 1,349 RSUs (taking into effect a reverse 1-for-10 stock split which was effected on 12/27/2018), vesting in one-third increments on each of July 20, 2019, April 30, 2020, and April 30, 2021, as long as the reporting person is in the employ of the Issuer. Vested shares will be delivered to the reporting person no later than 30 days after vesting.

F5 · derivative.expiration_date: On July 20, 2018, the reporting person was granted 1,349 RSUs (taking into effect a reverse 1-for-10 stock split which was effected on 12/27/2018), vesting in one-third increments on each of July 20, 2019, April 30, 2020, and April 30, 2021, as long as the reporting person is in the employ of the Issuer. Vested shares will be delivered to the reporting person no later than 30 days after vesting.

Read SEC document
April 30, 2020 Filed May 5, 2020 00:25 UTC
Kirchmann JohnEVP and CFO
Tax withholdingCommon Shares of Beneficial Interest 381 $62.63 $23,862.03
Disclosure

SEC source: 0001437749-20-009321 · rdgdoc.xml · nonDerivative · entry 6

Kirchmann John · CIK 0001705373 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,328

F3 · kind: Shares withheld by issuer to satisfy the mandatory tax withholding requirement upon vesting of share award issued under the 2015 Incentive Plan. Not an open market sale of securities.

Read SEC document
April 30, 2020 Filed May 5, 2020 00:25 UTC
Kirchmann JohnEVP and CFO
Tax withholdingCommon Shares of Beneficial Interest 209 $62.63 $13,089.67
Disclosure

SEC source: 0001437749-20-009321 · rdgdoc.xml · nonDerivative · entry 4

Kirchmann John · CIK 0001705373 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,902

F2 · kind: Shares withheld by Issuer to satisfy the mandatory tax withholding requirement upon vesting of restricted stock units. Not an open market sale of securities.

Read SEC document
April 30, 2020 Filed May 5, 2020 00:25 UTC
Kirchmann JohnEVP and CFO
Exercise / conversionCommon Shares of Beneficial Interest 450 Not disclosed Not disclosed
Disclosure

SEC source: 0001437749-20-009321 · rdgdoc.xml · nonDerivative · entry 2

Kirchmann John · CIK 0001705373 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,696

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 ("RSU") represents a contingent right to receive one share of IRET common stock.

Read SEC document
April 30, 2020 Filed May 5, 2020 00:23 UTC
Olson AnneCOO, Gen Counsel and Secretary
Exercise / conversionRestricted Stock Units · Derivative 711 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-009318 · rdgdoc.xml · derivative · entry 11

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 712

Underlying: Common Shares of Beneficial Interest · 1,423 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 ("RSU") represents a contingent right to receive one share of IRET common stock.

F5 · derivative.exercise_date: On July 20, 2018 the reporting person was granted 2,135 RSUs (taking into effect a reverse 1-for-10 stock split which was effected on 12/27/2018), vesting in one-third increments on each of July 20, 2019, April 30, 2020, and April 30, 2021, as long as the reporting person is in the employ of the Issuer. Vested shares will be delivered to the reporting person no later than 30 days after vesting.

F5 · derivative.expiration_date: On July 20, 2018 the reporting person was granted 2,135 RSUs (taking into effect a reverse 1-for-10 stock split which was effected on 12/27/2018), vesting in one-third increments on each of July 20, 2019, April 30, 2020, and April 30, 2021, as long as the reporting person is in the employ of the Issuer. Vested shares will be delivered to the reporting person no later than 30 days after vesting.

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April 30, 2020 Filed May 5, 2020 00:23 UTC
Olson AnneCOO, Gen Counsel and Secretary
Tax withholdingCommon Shares of Beneficial Interest 324 $62.63 $20,292.12
Disclosure

SEC source: 0001437749-20-009318 · rdgdoc.xml · nonDerivative · entry 9

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,889

F3 · kind: Shares withheld by issuer to satisfy the mandatory tax withholding requirement upon vesting of share award issued under the 2015 Incentive Plan. Not an open market sale of securities.

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April 30, 2020 Filed May 5, 2020 00:23 UTC
Olson AnneCOO, Gen Counsel and Secretary
Tax withholdingCommon Shares of Beneficial Interest 280 $62.63 $17,536.40
Disclosure

SEC source: 0001437749-20-009318 · rdgdoc.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,891

F2 · kind: Shares withheld by Issuer to satisfy the mandatory tax withholding requirement upon vesting of restricted stock units. Not an open market sale of securities.

Read SEC document
April 30, 2020 Filed May 5, 2020 00:23 UTC
Olson AnneCOO, Gen Counsel and Secretary
Exercise / conversionCommon Shares of Beneficial Interest 711 Not disclosed Not disclosed
Disclosure

SEC source: 0001437749-20-009318 · rdgdoc.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,883

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 ("RSU") represents a contingent right to receive one share of IRET common stock.

Read SEC document
March 16, 2020 Filed Mar 17, 2020 21:19 UTC PurchaseCommon Shares of Beneficial Interest 150 $62.61 $9,391.50
Disclosure

SEC source: 0001437749-20-005484 · rdgdoc.xml · nonDerivative · entry 2

Green Emily Nagle · CIK 0001553453 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,335

Read SEC document
March 13, 2020 Filed Mar 17, 2020 21:33 UTC
Olson AnneCOO, Gen Counsel and Secretary
GrantRestricted Stock Units · Derivative 1,986 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-005496 · rdgdoc.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,986

Underlying: Common Shares of Beneficial Interest · 1,986 shares

Expires not disclosed

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

F2 · derivative.exercise_date: The restricted stock units vest in cumulative annual increments of one-third on each anniversary of the date of grant beginning the date shown, as long as the reporting person is in the employ of the Issuer. Vested shares will be delivered to the reporting person no later than 30 days after vesting.

F2 · derivative.expiration_date: The restricted stock units vest in cumulative annual increments of one-third on each anniversary of the date of grant beginning the date shown, as long as the reporting person is in the employ of the Issuer. Vested shares will be delivered to the reporting person no later than 30 days after vesting.

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March 13, 2020 Filed Mar 17, 2020 21:24 UTC
Decker Mark Okey JrDirector · President, CEO and CIO
GrantRestricted Stock Units · Derivative 4,148 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-005486 · rdgdoc.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,148

Underlying: Common Shares of Beneficial Interest · 4,148 shares

Expires not disclosed

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

F2 · derivative.exercise_date: The restricted stock units vest in cumulative annual increments of one-third on each anniversary of the date of grant beginning the date shown, as long as the reporting person is in the employ of the Issuer. Vested shares will be delivered to the reporting person no later than 30 days after vesting.

F2 · derivative.expiration_date: The restricted stock units vest in cumulative annual increments of one-third on each anniversary of the date of grant beginning the date shown, as long as the reporting person is in the employ of the Issuer. Vested shares will be delivered to the reporting person no later than 30 days after vesting.

Read SEC document
March 13, 2020 Filed Mar 17, 2020 21:21 UTC
Kirchmann JohnEVP and CFO
GrantRestricted Stock Units · Derivative 1,434 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-005485 · rdgdoc.xml · derivative · entry 1

Kirchmann John · CIK 0001705373 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,434

Underlying: Common Shares of Beneficial Interest · 1,434 shares

Expires not disclosed

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

F2 · derivative.exercise_date: The restricted stock units vest in cumulative annual increments of one-third on each anniversary of the date of grant beginning the date shown, as long as the reporting person is in the employ of the Issuer. Vested shares will be delivered to the reporting person no later than 30 days after vesting.

F2 · derivative.expiration_date: The restricted stock units vest in cumulative annual increments of one-third on each anniversary of the date of grant beginning the date shown, as long as the reporting person is in the employ of the Issuer. Vested shares will be delivered to the reporting person no later than 30 days after vesting.

Read SEC document
March 08, 2020 Filed Mar 23, 2020 21:46 UTC
Decker Mark Okey JrDirector · President, CEO and CIO
Exercise / conversionRestricted Stock Units · Derivative 876 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-005931 · 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: 1,753

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 contingent right to receive one share of IRET common stock.

F3 · derivative.exercise_date: Restricted stock units vest in three cumulative annual installments beginning the date shown.

F3 · derivative.expiration_date: Restricted stock units vest in three cumulative annual installments beginning the date shown.

Read SEC document
March 08, 2020 Filed Mar 23, 2020 21:46 UTC
Decker Mark Okey JrDirector · President, CEO and CIO
Tax withholdingCommon Shares of Beneficial Interest 447 $75.79 $33,878.13
Disclosure

SEC source: 0001437749-20-005931 · 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: 21,279

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

F4 · balance_after: Includes 13 shares acquired through March 2, 2020 under the Issuer's dividend reinvestment plan.

Read SEC document
March 08, 2020 Filed Mar 23, 2020 21:46 UTC
Decker Mark Okey JrDirector · President, CEO and CIO
Exercise / conversionCommon Shares of Beneficial Interest 876 Not disclosed Not disclosed
Disclosure

SEC source: 0001437749-20-005931 · 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: 21,713

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 contingent right to receive one share of IRET common stock.

Read SEC document
March 08, 2020 Filed Mar 23, 2020 21:42 UTC
Kirchmann JohnEVP and CFO
Exercise / conversionRestricted Stock Units · Derivative 404 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-005929 · rdgdoc.xml · derivative · entry 6

Kirchmann John · CIK 0001705373 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 808

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 contingent right to receive one share of IRET common stock.

F3 · derivative.exercise_date: Restricted stock units vest in three cumulative annual installments beginning the date shown.

F3 · derivative.expiration_date: Restricted stock units vest in three cumulative annual installments beginning the date shown.

Read SEC document
March 08, 2020 Filed Mar 23, 2020 21:42 UTC
Kirchmann JohnEVP and CFO
Tax withholdingCommon Shares of Beneficial Interest 209 $75.79 $15,840.11
Disclosure

SEC source: 0001437749-20-005929 · rdgdoc.xml · nonDerivative · entry 5

Kirchmann John · CIK 0001705373 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,830

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

F4 · balance_after: Includes 29 shares acquired through March 2, 2020 under the Issuer's dividend reinvestment plan.

Read SEC document
March 08, 2020 Filed Mar 23, 2020 21:42 UTC
Kirchmann JohnEVP and CFO
Exercise / conversionCommon Shares of Beneficial Interest 404 Not disclosed Not disclosed
Disclosure

SEC source: 0001437749-20-005929 · rdgdoc.xml · nonDerivative · entry 1

Kirchmann John · CIK 0001705373 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,010

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 contingent right to receive one share of IRET common stock.

Read SEC document
March 08, 2020 Filed Mar 23, 2020 21:37 UTC
Olson AnneCOO, Gen Counsel and Secretary
Exercise / conversionRestricted Stock Units · Derivative 559 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-005928 · rdgdoc.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,119

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 contingent right to receive one share of IRET common stock.

F3 · derivative.exercise_date: Restricted stock units vest in three cumulative annual installments beginning the date shown.

F3 · derivative.expiration_date: Restricted stock units vest in three cumulative annual installments beginning the date shown.

Read SEC document
March 08, 2020 Filed Mar 23, 2020 21:37 UTC
Olson AnneCOO, Gen Counsel and Secretary
Tax withholdingCommon Shares of Beneficial Interest 250 $75.79 $18,947.50
Disclosure

SEC source: 0001437749-20-005928 · rdgdoc.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,756

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

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.