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3975
SEC CIK
0001045450
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363

Last 12 months

Inside the activity.

0 purchase rows · 20 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202501
Jan 202601
Feb 202601
Mar 202603
Apr 202603
May 202601
Jun 202603
Jul 202602
Aug 202604
Sep 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
February 22, 2018 Filed Feb 27, 2018 00:00 UTC
Peterson Mark AlanEVP & Chief Financial Officer
GrantCommon Shares of Beneficial Interest 11,157 $0.00 $0.00
Disclosure

SEC source: 0001045450-18-000013 · primary_doc.xml · nonDerivative · entry 1

Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 66,494

F1 · kind: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2019.

F1 · shares: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2019.

F1 · price: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2019.

Read SEC document
February 22, 2018 Filed Feb 26, 2018 23:55 UTC
Earnest Morgan G IISVP & Chief Investment Officer
GrantCommon Shares of Beneficial Interest 26,521 $0.00 $0.00
Disclosure

SEC source: 0001045450-18-000012 · primary_doc.xml · nonDerivative · entry 2

Earnest Morgan G II · CIK 0001232644 · SVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 151,490

F2 · kind: The Common Shares of Beneficial Interest were granted to the Reporting Person as long-term incentive compensation and vest in four annual installments, beginning January 1, 2019.

F2 · shares: The Common Shares of Beneficial Interest were granted to the Reporting Person as long-term incentive compensation and vest in four annual installments, beginning January 1, 2019.

F2 · price: The Common Shares of Beneficial Interest were granted to the Reporting Person as long-term incentive compensation and vest in four annual installments, beginning January 1, 2019.

Read SEC document
February 22, 2018 Filed Feb 26, 2018 23:55 UTC
Earnest Morgan G IISVP & Chief Investment Officer
GrantCommon Shares of Beneficial Interest 8,665 $0.00 $0.00
Disclosure

SEC source: 0001045450-18-000012 · primary_doc.xml · nonDerivative · entry 1

Earnest Morgan G II · CIK 0001232644 · SVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 124,969

F1 · kind: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2019.

F1 · shares: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2019.

F1 · price: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2019.

Read SEC document
February 22, 2018 Filed Feb 26, 2018 23:49 UTC
Mater Tonya L.VP & Chief Accounting Officer
GrantCommon Shares of Beneficial Interest 5,651 $0.00 $0.00
Disclosure

SEC source: 0001045450-18-000011 · primary_doc.xml · nonDerivative · entry 2

Mater Tonya L. · CIK 0001652937 · VP & Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,956

F2 · kind: The Common Shares of Beneficial Interest were granted to the Reporting Person as long-term incentive compensation and vest in four annual installments, beginning January 1, 2019.

F2 · shares: The Common Shares of Beneficial Interest were granted to the Reporting Person as long-term incentive compensation and vest in four annual installments, beginning January 1, 2019.

F2 · price: The Common Shares of Beneficial Interest were granted to the Reporting Person as long-term incentive compensation and vest in four annual installments, beginning January 1, 2019.

Read SEC document
February 22, 2018 Filed Feb 26, 2018 23:49 UTC
Mater Tonya L.VP & Chief Accounting Officer
GrantCommon Shares of Beneficial Interest 3,546 $0.00 $0.00
Disclosure

SEC source: 0001045450-18-000011 · primary_doc.xml · nonDerivative · entry 1

Mater Tonya L. · CIK 0001652937 · VP & Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,305

F1 · kind: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2019.

F1 · shares: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2019.

F1 · price: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2019.

Read SEC document
February 22, 2018 Filed Feb 26, 2018 23:45 UTC
Hirons Michael LSVP - Strategy & Asset Mngt.
GrantCommon Shares of Beneficial Interest 15,762 $0.00 $0.00
Disclosure

SEC source: 0001045450-18-000010 · primary_doc.xml · nonDerivative · entry 2

Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mngt.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,898

F2 · kind: The Common Shares of Beneficial Interest were granted to the Reporting Person as long-term incentive compensation and vest in four annual installments, beginning January 1, 2019.

F2 · shares: The Common Shares of Beneficial Interest were granted to the Reporting Person as long-term incentive compensation and vest in four annual installments, beginning January 1, 2019.

F2 · price: The Common Shares of Beneficial Interest were granted to the Reporting Person as long-term incentive compensation and vest in four annual installments, beginning January 1, 2019.

Read SEC document
February 22, 2018 Filed Feb 26, 2018 23:45 UTC
Hirons Michael LSVP - Strategy & Asset Mngt.
GrantCommon Shares of Beneficial Interest 6,404 $0.00 $0.00
Disclosure

SEC source: 0001045450-18-000010 · primary_doc.xml · nonDerivative · entry 1

Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mngt.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,136

F1 · kind: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2019.

F1 · shares: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2019.

F1 · price: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2019.

Read SEC document
January 11, 2018 Filed Jan 11, 2018 21:34 UTC
Evans Craig L.SVP & General Counsel
SaleCommon Shares of Beneficial Interest 7,000 $59.88 $419,155.10
Disclosure

SEC source: 0001045450-18-000007 · primary_doc.xml · nonDerivative · entry 2

Evans Craig L. · CIK 0001637370 · SVP & General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,384

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person.

F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person.

Read SEC document
January 10, 2018 Filed Jan 11, 2018 21:34 UTC
Evans Craig L.SVP & General Counsel
SaleCommon Shares of Beneficial Interest 7,000 $60.19 $421,305.50
Disclosure

SEC source: 0001045450-18-000007 · primary_doc.xml · nonDerivative · entry 1

Evans Craig L. · CIK 0001637370 · SVP & General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,384

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person.

F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person.

Read SEC document
January 01, 2018 Filed Jan 3, 2018 17:31 UTC
Silvers Gregory KDirector · President & CEO
Tax withholdingCommon Shares of Beneficial Interest 29,749 $65.46 $1,947,369.54
Disclosure

SEC source: 0001045450-18-000006 · primary_doc.xml · nonDerivative · entry 1

Silvers Gregory K · CIK 0001248410 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 306,068

F1 · kind: These shares were assigned to the Company in payment of associated taxes.

F1 · shares: These shares were assigned to the Company in payment of associated taxes.

Read SEC document
January 01, 2018 Filed Jan 3, 2018 17:23 UTC Tax withholdingCommon Shares of Beneficial Interest 16,512 $65.46 $1,080,875.52
Disclosure

SEC source: 0001045450-18-000005 · primary_doc.xml · nonDerivative · entry 1

Earnest Morgan G II · CIK 0001232644 · SVP & CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 116,304

F1 · kind: These shares were assigned to the Company in payment of associated taxes.

F1 · shares: These shares were assigned to the Company in payment of associated taxes.

Read SEC document
January 01, 2018 Filed Jan 3, 2018 17:20 UTC
Mater Tonya L.VP & Chief Accounting Officer
Tax withholdingCommon Shares of Beneficial Interest 3,770 $65.46 $246,784.20
Disclosure

SEC source: 0001045450-18-000004 · primary_doc.xml · nonDerivative · entry 1

Mater Tonya L. · CIK 0001652937 · VP & Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,759

F1 · kind: These shares were assigned to the Company in payment of associated taxes.

F1 · shares: These shares were assigned to the Company in payment of associated taxes.

Read SEC document
January 01, 2018 Filed Jan 3, 2018 17:14 UTC
Hirons Michael LSVP - Strategy & Asset Mgmt.
OtherCommon Shares of Beneficial Interest 10,528 $0.00 $0.00
Disclosure

SEC source: 0001045450-18-000003 · primary_doc.xml · nonDerivative · entry 3

Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mgmt.

10b5-1 filing: Not disclosed

Ownership: Indirect · Julie and Michael Hirons Joint Revocable Trust

Disclosed balance after: 23,009

F2 · kind: These shares were transferred from direct ownership to indirect ownership.

F2 · shares: These shares were transferred from direct ownership to indirect ownership.

Read SEC document
January 01, 2018 Filed Jan 3, 2018 17:14 UTC
Hirons Michael LSVP - Strategy & Asset Mgmt.
OtherCommon Shares of Beneficial Interest 10,528 $0.00 $0.00
Disclosure

SEC source: 0001045450-18-000003 · primary_doc.xml · nonDerivative · entry 2

Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mgmt.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,732

F2 · kind: These shares were transferred from direct ownership to indirect ownership.

F2 · shares: These shares were transferred from direct ownership to indirect ownership.

Read SEC document
January 01, 2018 Filed Jan 3, 2018 17:14 UTC
Hirons Michael LSVP - Strategy & Asset Mgmt.
Tax withholdingCommon Shares of Beneficial Interest 10,280 $65.46 $672,928.80
Disclosure

SEC source: 0001045450-18-000003 · primary_doc.xml · nonDerivative · entry 1

Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mgmt.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,260

F1 · kind: These shares were assigned to the Company in payment of associated taxes.

F1 · shares: These shares were assigned to the Company in payment of associated taxes.

Read SEC document
January 01, 2018 Filed Jan 3, 2018 17:08 UTC OtherCommon Shares of Beneficial Interest 18,718 $0.00 $0.00
Disclosure

SEC source: 0001045450-18-000002 · primary_doc.xml · nonDerivative · entry 3

Peterson Mark Alan · CIK 0001251221 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Indirect · Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust U/T/A dtd 3/1/06

Disclosed balance after: 52,550

F2 · kind: These shares were transferred from direct ownership to indirect ownership.

F2 · shares: These shares were transferred from direct ownership to indirect ownership.

Read SEC document
January 01, 2018 Filed Jan 3, 2018 17:08 UTC OtherCommon Shares of Beneficial Interest 18,718 $0.00 $0.00
Disclosure

SEC source: 0001045450-18-000002 · primary_doc.xml · nonDerivative · entry 2

Peterson Mark Alan · CIK 0001251221 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 55,337

F2 · kind: These shares were transferred from direct ownership to indirect ownership.

F2 · shares: These shares were transferred from direct ownership to indirect ownership.

Read SEC document
January 01, 2018 Filed Jan 3, 2018 17:08 UTC Tax withholdingCommon Shares of Beneficial Interest 18,132 $65.46 $1,186,920.72
Disclosure

SEC source: 0001045450-18-000002 · primary_doc.xml · nonDerivative · entry 1

Peterson Mark Alan · CIK 0001251221 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 74,055

F1 · kind: These shares were assigned to the Company in payment of associated taxes.

F1 · shares: These shares were assigned to the Company in payment of associated taxes.

Read SEC document
January 01, 2018 Filed Jan 3, 2018 16:55 UTC
Evans Craig L.SVP & General Counsel
Tax withholdingCommon Shares of Beneficial Interest 5,250 $65.46 $343,665.00
Disclosure

SEC source: 0001045450-18-000001 · primary_doc.xml · nonDerivative · entry 1

Evans Craig L. · CIK 0001637370 · SVP & General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,384

F1 · kind: These shares were assigned to the Company in payment of associated taxes.

F1 · shares: These shares were assigned to the Company in payment of associated taxes.

Read SEC document
December 21, 2017 Filed Dec 22, 2017 18:07 UTC
Hirons Michael LSVP - Strategy & Asset Mgmt.
Exercise / conversionNon-Qualified Stock Option · Derivative 494 $0.00 Strike: $47.20 $0.00
Disclosure

SEC source: 0001045450-17-000083 · primary_doc.xml · derivative · entry 8

Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mgmt.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,167

Underlying: Common Shares · 494 shares

Expires 2018-01-01

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.

F3 · kind: The transactions reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plan previously adopted by the reporting person.

F3 · shares: The transactions reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plan previously adopted by the reporting person.

Read SEC document
December 21, 2017 Filed Dec 22, 2017 18:07 UTC
Hirons Michael LSVP - Strategy & Asset Mgmt.
Exercise / conversionOption to Purchase Common Shares · Derivative 328 $0.00 Strike: $47.20 $0.00
Disclosure

SEC source: 0001045450-17-000083 · primary_doc.xml · derivative · entry 7

Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mgmt.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,661

Underlying: Common Shares · 328 shares

Expires 2018-01-01

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.

F3 · kind: The transactions reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plan previously adopted by the reporting person.

F3 · shares: The transactions reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plan previously adopted by the reporting person.

Read SEC document
December 21, 2017 Filed Dec 22, 2017 18:07 UTC
Hirons Michael LSVP - Strategy & Asset Mgmt.
OtherCommon Shares 147 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000083 · primary_doc.xml · nonDerivative · entry 6

Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mgmt.

10b5-1 filing: Not disclosed

Ownership: Indirect · Julie and Michael Hirons Joint Revocable Trust

Disclosed balance after: 12,481

F2 · kind: These shares were transferred from direct ownership to indirect ownership.

F2 · shares: These shares were transferred from direct ownership to indirect ownership.

Read SEC document
December 21, 2017 Filed Dec 22, 2017 18:07 UTC
Hirons Michael LSVP - Strategy & Asset Mgmt.
OtherCommon Shares 147 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000083 · primary_doc.xml · nonDerivative · entry 5

Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mgmt.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 52,540

F2 · kind: These shares were transferred from direct ownership to indirect ownership.

F2 · shares: These shares were transferred from direct ownership to indirect ownership.

Read SEC document
December 21, 2017 Filed Dec 22, 2017 18:07 UTC
Hirons Michael LSVP - Strategy & Asset Mgmt.
Tax withholdingCommon Shares 430 $63.11 $27,137.30
Disclosure

SEC source: 0001045450-17-000083 · primary_doc.xml · nonDerivative · entry 4

Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mgmt.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 52,687

F1 · kind: These shares were assigned to the Company in payment of exercise prices and associated taxes.

F1 · shares: These shares were assigned to the Company in payment of exercise prices and associated taxes.

Read SEC document
December 21, 2017 Filed Dec 22, 2017 18:07 UTC
Hirons Michael LSVP - Strategy & Asset Mgmt.
Tax withholdingCommon Shares 245 $63.11 $15,461.95
Disclosure

SEC source: 0001045450-17-000083 · primary_doc.xml · nonDerivative · entry 3

Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mgmt.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,117

F1 · kind: These shares were assigned to the Company in payment of exercise prices and associated taxes.

F1 · shares: These shares were assigned to the Company in payment of exercise prices and associated taxes.

Read SEC document
December 21, 2017 Filed Dec 22, 2017 18:07 UTC
Hirons Michael LSVP - Strategy & Asset Mgmt.
Exercise / conversionCommon Shares 494 $47.20 $23,316.80
Disclosure

SEC source: 0001045450-17-000083 · primary_doc.xml · nonDerivative · entry 2

Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mgmt.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,362

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
December 21, 2017 Filed Dec 22, 2017 18:07 UTC
Hirons Michael LSVP - Strategy & Asset Mgmt.
Exercise / conversionCommon Shares 328 $47.20 $15,481.60
Disclosure

SEC source: 0001045450-17-000083 · primary_doc.xml · nonDerivative · entry 1

Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mgmt.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 52,868

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
December 18, 2017 Filed Dec 19, 2017 18:58 UTC
Hirons Michael LSVP - Strategy & Asset Mgmt.
SaleCommon Shares of Beneficial Interest 9,359 $67.54 $632,106.86
Disclosure

SEC source: 0001045450-17-000082 · primary_doc.xml · nonDerivative · entry 1

Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mgmt.

10b5-1 filing: Not disclosed

Ownership: Indirect · Julie and Michael Hirons Joint Revocable Trust

Disclosed balance after: 12,334

F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person.

F1 · shares: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person.

Read SEC document
December 08, 2017 Filed Dec 11, 2017 19:30 UTC
Silvers Gregory KDirector · President & CEO
GiftCommon Shares of Beneficial Interest 1,000 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000081 · primary_doc.xml · nonDerivative · entry 1

Silvers Gregory K · CIK 0001248410 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 335,817

F1 · kind: Shares were gifted to a charitable organization.

F1 · shares: Shares were gifted to a charitable organization.

F1 · price: Shares were gifted to a charitable organization.

Read SEC document
December 04, 2017 Filed Dec 6, 2017 13:46 UTC
Mater Tonya L.VP & Chief Accounting Officer
GiftCommon Shares of Beneficial Interest 300 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000080 · primary_doc.xml · nonDerivative · entry 3

Mater Tonya L. · CIK 0001652937 · VP & Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,529

F1 · kind: Shares were gifted to a charitable organization.

F1 · shares: Shares were gifted to a charitable organization.

F1 · price: Shares were gifted to a charitable organization.

Read SEC document
December 04, 2017 Filed Dec 6, 2017 13:46 UTC
Mater Tonya L.VP & Chief Accounting Officer
SaleCommon Shares of Beneficial Interest 100 $68.10 $6,810.00
Disclosure

SEC source: 0001045450-17-000080 · primary_doc.xml · nonDerivative · entry 2

Mater Tonya L. · CIK 0001652937 · VP & Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,829

Read SEC document
December 04, 2017 Filed Dec 6, 2017 13:46 UTC
Mater Tonya L.VP & Chief Accounting Officer
SaleCommon Shares of Beneficial Interest 2,000 $68.09 $136,180.00
Disclosure

SEC source: 0001045450-17-000080 · primary_doc.xml · nonDerivative · entry 1

Mater Tonya L. · CIK 0001652937 · VP & Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,929

Read SEC document
November 20, 2017 Filed Nov 21, 2017 16:26 UTC GrantCommon Shares of Beneficial Interest 20 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000079 · primary_doc.xml · nonDerivative · entry 1

Peterson Mark Alan · CIK 0001251221 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 92,187

F1 · kind: The Common Shares of Beneficial Interest were granted to the Reporting Person under the 2016 Equity Incentive Plan in connection with a grant of 20 shares to each full-time employee of the Company made in recognition of the 20th anniversary of the Company's initial public offering.

F1 · shares: The Common Shares of Beneficial Interest were granted to the Reporting Person under the 2016 Equity Incentive Plan in connection with a grant of 20 shares to each full-time employee of the Company made in recognition of the 20th anniversary of the Company's initial public offering.

F1 · price: The Common Shares of Beneficial Interest were granted to the Reporting Person under the 2016 Equity Incentive Plan in connection with a grant of 20 shares to each full-time employee of the Company made in recognition of the 20th anniversary of the Company's initial public offering.

Read SEC document
November 20, 2017 Filed Nov 21, 2017 16:20 UTC GrantCommon Shares of Beneficial Interest 20 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000078 · primary_doc.xml · nonDerivative · entry 1

Earnest Morgan G II · CIK 0001232644 · SVP & CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 132,816

F1 · kind: The Common Shares of Beneficial Interest were granted to the Reporting Person under the 2016 Equity Incentive Plan in connection with a grant of 20 shares to each full-time employee of the Company made in recognition of the 20th anniversary of the Company's initial public offering.

F1 · shares: The Common Shares of Beneficial Interest were granted to the Reporting Person under the 2016 Equity Incentive Plan in connection with a grant of 20 shares to each full-time employee of the Company made in recognition of the 20th anniversary of the Company's initial public offering.

F1 · price: The Common Shares of Beneficial Interest were granted to the Reporting Person under the 2016 Equity Incentive Plan in connection with a grant of 20 shares to each full-time employee of the Company made in recognition of the 20th anniversary of the Company's initial public offering.

Read SEC document
November 20, 2017 Filed Nov 21, 2017 16:16 UTC
Evans Craig L.SVP & General Counsel
GrantCommon Shares of Beneficial Interest 20 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000077 · primary_doc.xml · nonDerivative · entry 1

Evans Craig L. · CIK 0001637370 · SVP & General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,634

F1 · kind: The Common Shares of Beneficial Interest were granted to the Reporting Person under the 2016 Equity Incentive Plan in connection with a grant of 20 shares to each full-time employee of the Company made in recognition of the 20th anniversary of the Company's initial public offering.

F1 · shares: The Common Shares of Beneficial Interest were granted to the Reporting Person under the 2016 Equity Incentive Plan in connection with a grant of 20 shares to each full-time employee of the Company made in recognition of the 20th anniversary of the Company's initial public offering.

F1 · price: The Common Shares of Beneficial Interest were granted to the Reporting Person under the 2016 Equity Incentive Plan in connection with a grant of 20 shares to each full-time employee of the Company made in recognition of the 20th anniversary of the Company's initial public offering.

Read SEC document
November 20, 2017 Filed Nov 21, 2017 16:13 UTC
Mater Tonya L.VP & Chief Accounting Officer
GrantCommon Shares of Beneficial Interest 20 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000076 · primary_doc.xml · nonDerivative · entry 1

Mater Tonya L. · CIK 0001652937 · VP & Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,929

F1 · kind: The Common Shares of Beneficial Interest were granted to the Reporting Person under the 2016 Equity Incentive Plan in connection with a grant of 20 shares to each full-time employee of the Company made in recognition of the 20th anniversary of the Company's initial public offering.

F1 · shares: The Common Shares of Beneficial Interest were granted to the Reporting Person under the 2016 Equity Incentive Plan in connection with a grant of 20 shares to each full-time employee of the Company made in recognition of the 20th anniversary of the Company's initial public offering.

F1 · price: The Common Shares of Beneficial Interest were granted to the Reporting Person under the 2016 Equity Incentive Plan in connection with a grant of 20 shares to each full-time employee of the Company made in recognition of the 20th anniversary of the Company's initial public offering.

Read SEC document
November 20, 2017 Filed Nov 21, 2017 16:09 UTC
Silvers Gregory KDirector · President & CEO
GrantCommon Shares of Beneficial Interest 20 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000075 · primary_doc.xml · nonDerivative · entry 1

Silvers Gregory K · CIK 0001248410 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 336,817

F1 · kind: The Common Shares of Beneficial Interest were granted to the Reporting Person under the 2016 Equity Incentive Plan in connection with a grant of 20 shares to each full-time employee of the Company made in recognition of the 20th anniversary of the Company's initial public offering.

F1 · shares: The Common Shares of Beneficial Interest were granted to the Reporting Person under the 2016 Equity Incentive Plan in connection with a grant of 20 shares to each full-time employee of the Company made in recognition of the 20th anniversary of the Company's initial public offering.

F1 · price: The Common Shares of Beneficial Interest were granted to the Reporting Person under the 2016 Equity Incentive Plan in connection with a grant of 20 shares to each full-time employee of the Company made in recognition of the 20th anniversary of the Company's initial public offering.

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November 20, 2017 Filed Nov 21, 2017 16:05 UTC
Hirons Michael LSVP - Strategy & Asset Mgmt.
GrantCommon Shares of Beneficial Interest 20 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000074 · primary_doc.xml · nonDerivative · entry 1

Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mgmt.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 52,540

F1 · kind: The Common Shares of Beneficial Interest were granted to the Reporting Person under the 2016 Equity Incentive Plan in connection with a grant of 20 shares to each full-time employee of the Company made in recognition of the 20th anniversary of the Company's initial public offering.

F1 · shares: The Common Shares of Beneficial Interest were granted to the Reporting Person under the 2016 Equity Incentive Plan in connection with a grant of 20 shares to each full-time employee of the Company made in recognition of the 20th anniversary of the Company's initial public offering.

F1 · price: The Common Shares of Beneficial Interest were granted to the Reporting Person under the 2016 Equity Incentive Plan in connection with a grant of 20 shares to each full-time employee of the Company made in recognition of the 20th anniversary of the Company's initial public offering.

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November 13, 2017 Filed Nov 15, 2017 19:56 UTC
Hirons Michael LVP - Strategic Planning
GiftCommon Shares of Beneficial Interest 85 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000073 · primary_doc.xml · nonDerivative · entry 2

Hirons Michael L · CIK 0001361364 · VP - Strategic Planning

10b5-1 filing: Not disclosed

Ownership: Indirect · Julie and Michael Hirons Joint Revocable Trust

Disclosed balance after: 21,693

F1 · kind: Shares were donated to charitable organizations.

F1 · price: Shares were donated to charitable organizations.

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November 13, 2017 Filed Nov 15, 2017 19:56 UTC
Hirons Michael LVP - Strategic Planning
GiftCommon Shares of Beneficial Interest 1,825 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000073 · primary_doc.xml · nonDerivative · entry 1

Hirons Michael L · CIK 0001361364 · VP - Strategic Planning

10b5-1 filing: Not disclosed

Ownership: Indirect · Julie and Michael Hirons Joint Revocable Trust

Disclosed balance after: 21,778

F1 · kind: Shares were donated to charitable organizations.

F1 · price: Shares were donated to charitable organizations.

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September 21, 2017 Filed Sep 21, 2017 22:10 UTC GiftCommon Shares of Beneficial Interest 240 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000064 · primary_doc.xml · nonDerivative · entry 2

Peterson Mark Alan · CIK 0001251221 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Indirect · Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust U/T/A dtd 3/1/06

Disclosed balance after: 33,832

F1 · kind: Shares were gifted to a charitable organization.

F1 · shares: Shares were gifted to a charitable organization.

F1 · price: Shares were gifted to a charitable organization.

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September 20, 2017 Filed Sep 21, 2017 22:10 UTC GiftCommon Shares of Beneficial Interest 36 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000064 · primary_doc.xml · nonDerivative · entry 1

Peterson Mark Alan · CIK 0001251221 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Indirect · Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust U/T/A dtd 3/1/06

Disclosed balance after: 34,072

F1 · kind: Shares were gifted to a charitable organization.

F1 · shares: Shares were gifted to a charitable organization.

F1 · price: Shares were gifted to a charitable organization.

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June 06, 2017 Filed Jun 6, 2017 23:48 UTC SaleCommon Stock 6,000 $71.30 $427,800.00
Disclosure

SEC source: 0001014108-17-000115 · primary_doc.xml · nonDerivative · entry 2

BROWN PETER C · CIK 0001095168 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,578

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June 02, 2017 Filed Jun 6, 2017 23:48 UTC SaleCommon Stock 1,907 $72.07 $137,437.49
Disclosure

SEC source: 0001014108-17-000115 · primary_doc.xml · nonDerivative · entry 1

BROWN PETER C · CIK 0001095168 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Held by Grassmere Foundation

Disclosed balance after: 0

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May 31, 2017 Filed Jun 2, 2017 15:22 UTC GrantRestricted Share Units · Derivative 1,394 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000058 · primary_doc.xml · derivative · entry 4

BROWN PETER C · CIK 0001095168 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,067

Underlying: Common Shares · 1,394 shares

Expires not disclosed

F4 · derivative.exercise_price: Restricted Share Units were issued to the Reporting Person pursuant to Company's Equity Incentive Plan. Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common shares.

F3 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control(as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant.

F3 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control(as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant.

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May 31, 2017 Filed Jun 2, 2017 15:22 UTC GrantRestricted Share Units · Derivative 1,673 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000058 · primary_doc.xml · derivative · entry 3

BROWN PETER C · CIK 0001095168 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,673

Underlying: Common Shares · 1,673 shares

Expires not disclosed

F2 · derivative.exercise_price: Restricted Share Units were issued to Reporting Person in lieu of the Reporting Person's Annual Trustee Retainer fee. Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common shares.

F3 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control(as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant.

F3 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control(as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant.

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May 31, 2017 Filed Jun 2, 2017 15:22 UTC Exercise / conversionRestricted Share Units · Derivative 2,578 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000058 · primary_doc.xml · derivative · entry 2

BROWN PETER C · CIK 0001095168 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 2,578 shares

Expires 2017-05-31

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 Share Unit represents a contingent right to receive one share of the Issuer's common shares.

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May 31, 2017 Filed Jun 2, 2017 15:22 UTC Exercise / conversionCommon Shares 2,578 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000058 · primary_doc.xml · nonDerivative · entry 1

BROWN PETER C · CIK 0001095168 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,578

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.

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May 31, 2017 Filed Jun 2, 2017 09:47 UTC GrantRestricted Share Units · Derivative 1,394 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000054 · primary_doc.xml · derivative · entry 2

NEWMAN JACK A JR · CIK 0001060258 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,445

Underlying: Common Shares · 1,394 shares

Expires not disclosed

F3 · derivative.exercise_price: Restricted Share Units were issued to the Reporting Person pursuant to the Company's Equity Incentive Plan. Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common shares.

F2 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant.

F2 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant.

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May 31, 2017 Filed Jun 2, 2017 09:47 UTC GrantRestricted Share Units · Derivative 1,673 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000054 · primary_doc.xml · derivative · entry 1

NEWMAN JACK A JR · CIK 0001060258 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,051

Underlying: Common Shares · 1,673 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted Share Units were issued to Reporting Person in lieu of the Reporting Person's Annual Trustee Retainer fee. Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common shares.

F2 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant.

F2 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant.

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