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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 1 |
| Dec 2025 | 0 | 1 |
| Jan 2026 | 0 | 1 |
| Feb 2026 | 0 | 1 |
| Mar 2026 | 0 | 3 |
| Apr 2026 | 0 | 3 |
| May 2026 | 0 | 1 |
| Jun 2026 | 0 | 3 |
| Jul 2026 | 0 | 2 |
| Aug 2026 | 0 | 4 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 02, 2025 Filed Jun 4, 2025 14:17 UTC |
Sterneck Robin PeppeDirector
|
GrantRestricted Share Units · Derivative | 2,024 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000097 · wk-form4_1749046647.xml · derivative · entry 5 Sterneck Robin Peppe · CIK 0001586823 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,423 Underlying: Common Shares of Beneficial Interest · 2,024 shares Expires not disclosed F5 · derivative.exercise_price: Restricted Share Units were issued to Reporting Person in lieu of the Reporting Persons prorated Annual Trustee Retainer fee. Each Restricted Share Unit represents a contingent right to receive one share of Company's Common Shares of Beneficial Interest. F4 · 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 the Company's Common Shares of Beneficial Interest 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. F4 · 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 the Company's Common Shares of Beneficial Interest 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. Read SEC document |
| June 02, 2025 Filed Jun 4, 2025 14:17 UTC |
Sterneck Robin PeppeDirector
|
GrantRestricted Share Units · Derivative | 2,506 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000097 · wk-form4_1749046647.xml · derivative · entry 4 Sterneck Robin Peppe · CIK 0001586823 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,399 Underlying: Common Shares of Beneficial Interest · 2,506 shares Expires not disclosed F3 · derivative.exercise_price: Restricted Share Units were issued to the reporting person pursuant to the Company's 2016 Equity Incentive Plan as a part of the Company's annual trustee compensation program. Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest. F4 · 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 the Company's Common Shares of Beneficial Interest 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. F4 · 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 the Company's Common Shares of Beneficial Interest 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. Read SEC document |
| June 02, 2025 Filed Jun 4, 2025 14:17 UTC |
Sterneck Robin PeppeDirector
|
Exercise / conversionRestricted Share Units · Derivative | 1,894 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000097 · wk-form4_1749046647.xml · derivative · entry 3 Sterneck Robin Peppe · CIK 0001586823 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,893 Underlying: Common Shares of Beneficial Interest · 1,894 shares Expires 2025-06-02 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. F2 · derivative.exercise_price: Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest. Read SEC document |
| June 02, 2025 Filed Jun 4, 2025 14:17 UTC |
Sterneck Robin PeppeDirector
|
Exercise / conversionCommon Shares of Beneficial Interest | 1,894 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001045450-25-000097 · wk-form4_1749046647.xml · nonDerivative · entry 1 Sterneck Robin Peppe · CIK 0001586823 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,894 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 Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest. Read SEC document |
| May 23, 2025 Filed May 27, 2025 16:00 UTC |
Zimmerman Gregory EEVP & Chief Investment Officer
|
GiftCommon Shares of Beneficial Interest | 194 | $52.76 | $10,235.44 |
DisclosureSEC source: 0001045450-25-000086 · wk-form4_1748361637.xml · nonDerivative · entry 1 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015 Disclosed balance after: 111,377 Read SEC document |
| May 20, 2025 Filed May 20, 2025 20:36 UTC |
Sterneck Robin PeppeDirector
|
SaleCommon Shares of Beneficial Interest | 3,806 | $53.97 | $205,421.24 |
DisclosureSEC source: 0001045450-25-000084 · wk-form4_1747773359.xml · nonDerivative · entry 1 Sterneck Robin Peppe · CIK 0001586823 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Robin P. Sterneck Revocable Trust U/A DTD 05/27/2009 Disclosed balance after: 1,902 Read SEC document |
| March 18, 2025 Filed Mar 18, 2025 21:45 UTC |
Peterson Mark AlanEVP & Chief Financial Officer
|
SaleCommon Shares of Beneficial Interest | 13,700 | $51.77 | $709,288.73 |
DisclosureSEC source: 0001045450-25-000063 · wk-form4_1742334305.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust Disclosed balance after: 193,788 Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 16:56 UTC |
Moriarty Brian AndrewSVP - Corporate Communications
|
SaleCommon Shares of Beneficial Interest | 2,500 | $51.99 | $129,975.00 |
DisclosureSEC source: 0001045450-25-000061 · wk-form4_1742316977.xml · nonDerivative · entry 1 Moriarty Brian Andrew · CIK 0002008647 · SVP - Corporate Communications 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,299 Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 16:56 UTC |
Mater Tonya L.SVP & Chief Accounting Officer
|
SaleCommon Shares of Beneficial Interest | 3,120 | $51.90 | $161,928.00 |
DisclosureSEC source: 0001045450-25-000060 · wk-form4_1742316957.xml · nonDerivative · entry 1 Mater Tonya L. · CIK 0001652937 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,827 Read SEC document |
| March 05, 2025 Filed Mar 6, 2025 16:49 UTC |
Zimmerman Gregory EEVP & Chief Investment Officer
|
GiftCommon Shares of Beneficial Interest | 950 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000057 · wk-form4_1741279770.xml · nonDerivative · entry 1 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015 Disclosed balance after: 111,571 Read SEC document |
| March 03, 2025 Filed Mar 3, 2025 23:08 UTC |
Johnson Gwendolyn MarySVP - Asset Management
|
SaleCommon Shares of Beneficial Interest | 3,900 | $54.02 | $210,679.56 |
DisclosureSEC source: 0001045450-25-000054 · wk-form4_1741043333.xml · nonDerivative · entry 1 Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management 10b5-1 filing: No plan indicated Ownership: Indirect · Mark S. Johnson and Gwendolyn M. Johnson Trust dated September 14, 2022 Disclosed balance after: 8,216 Read SEC document |
| February 25, 2025 Filed Feb 25, 2025 23:11 UTC |
Peterson Mark AlanEVP & Chief Financial Officer
|
GiftCommon Shares of Beneficial Interest | 23,801 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000040 · wk-form4_1740525071.xml · nonDerivative · entry 6 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust Disclosed balance after: 207,488 F5 · kind: This transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| February 25, 2025 Filed Feb 25, 2025 23:11 UTC |
Peterson Mark AlanEVP & Chief Financial Officer
|
GiftCommon Shares of Beneficial Interest | 23,801 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000040 · wk-form4_1740525071.xml · nonDerivative · entry 5 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,084 F5 · kind: This transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| February 25, 2025 Filed Feb 25, 2025 23:10 UTC |
Zimmerman Gregory EEVP & Chief Investment Officer
|
GiftCommon Shares of Beneficial Interest | 21,345 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000037 · wk-form4_1740525022.xml · nonDerivative · entry 6 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015 Disclosed balance after: 112,521 F5 · kind: This transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| February 25, 2025 Filed Feb 25, 2025 23:10 UTC |
Zimmerman Gregory EEVP & Chief Investment Officer
|
GiftCommon Shares of Beneficial Interest | 21,345 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000037 · wk-form4_1740525022.xml · nonDerivative · entry 5 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,850 F5 · kind: This transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 23:13 UTC |
Mater Tonya L.SVP & Chief Accounting Officer
|
Tax withholdingCommon Shares of Beneficial Interest | 4,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000046 · wk-form4_1740525205.xml · nonDerivative · entry 4 Mater Tonya L. · CIK 0001652937 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,947 F4 · kind: The Common Shares of Beneficial Interest were assigned to the Company to satisfy the reporting persons tax withholding obligations in connection with the issuance of unrestricted equity award. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 23:13 UTC |
Mater Tonya L.SVP & Chief Accounting Officer
|
GrantCommon Shares of Beneficial Interest | 9,385 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000046 · wk-form4_1740525205.xml · nonDerivative · entry 3 Mater Tonya L. · CIK 0001652937 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,203 F3 · kind: The Common Shares of Beneficial Interest were issued pursuant to the 2022 Performance Share Plan. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 23:13 UTC |
Mater Tonya L.SVP & Chief Accounting Officer
|
GrantCommon Shares of Beneficial Interest | 1,958 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000046 · wk-form4_1740525205.xml · nonDerivative · entry 2 Mater Tonya L. · CIK 0001652937 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,818 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, 2026. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 23:13 UTC |
Mater Tonya L.SVP & Chief Accounting Officer
|
GrantCommon Shares of Beneficial Interest | 6,066 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000046 · wk-form4_1740525205.xml · nonDerivative · entry 1 Mater Tonya L. · CIK 0001652937 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,860 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, 2026. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 23:13 UTC |
Johnson Gwendolyn MarySVP - Asset Management
|
GrantCommon Shares of Beneficial Interest | 4,730 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000045 · wk-form4_1740525184.xml · nonDerivative · entry 2 Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,910 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, 2026. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 23:13 UTC |
Johnson Gwendolyn MarySVP - Asset Management
|
GrantCommon Shares of Beneficial Interest | 6,370 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000045 · wk-form4_1740525184.xml · nonDerivative · entry 1 Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,180 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, 2026. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 23:12 UTC |
Turvey Paul RobertSVP & Assoc. General Counsel
|
GrantCommon Shares of Beneficial Interest | 3,873 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000044 · wk-form4_1740525165.xml · nonDerivative · entry 2 Turvey Paul Robert · CIK 0001965188 · SVP & Assoc. General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,907 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, 2026. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 23:12 UTC |
Turvey Paul RobertSVP & Assoc. General Counsel
|
GrantCommon Shares of Beneficial Interest | 8,776 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000044 · wk-form4_1740525165.xml · nonDerivative · entry 1 Turvey Paul Robert · CIK 0001965188 · SVP & Assoc. General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,034 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, 2026. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 23:12 UTC |
Moriarty Brian AndrewSVP - Corporate Communications
|
GrantCommon Shares of Beneficial Interest | 5,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000043 · wk-form4_1740525144.xml · nonDerivative · entry 1 Moriarty Brian Andrew · CIK 0002008647 · SVP - Corporate Communications 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,799 F1 · 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, 2026. F2 · balance_after: Includes shares acquired since the last report pursuant to the Company's dividend reinvestment plan. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 23:12 UTC |
Grace ElizabethSVP - Human Resources & Admin
|
GrantCommon Shares of Beneficial Interest | 5,270 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000042 · wk-form4_1740525123.xml · nonDerivative · entry 2 Grace Elizabeth · CIK 0001900482 · SVP - Human Resources & Admin 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,018 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, 2026. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 23:12 UTC |
Grace ElizabethSVP - Human Resources & Admin
|
GrantCommon Shares of Beneficial Interest | 7,097 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000042 · wk-form4_1740525123.xml · nonDerivative · entry 1 Grace Elizabeth · CIK 0001900482 · SVP - Human Resources & Admin 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,748 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, 2026. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 23:11 UTC |
Silvers Gregory KDirector · President & CEO
|
Tax withholdingCommon Shares of Beneficial Interest | 57,248 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000041 · wk-form4_1740525097.xml · nonDerivative · entry 4 Silvers Gregory K · CIK 0001248410 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 843,134 F4 · kind: The Common Shares of Beneficial Interest were assigned to the Company to satisfy the reporting persons tax withholding obligations in connection with the issuance of unrestricted equity award. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 23:11 UTC |
Silvers Gregory KDirector · President & CEO
|
GrantCommon Shares of Beneficial Interest | 126,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000041 · wk-form4_1740525097.xml · nonDerivative · entry 3 Silvers Gregory K · CIK 0001248410 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 900,382 F3 · kind: The Common Shares of Beneficial Interest were issued pursuant to the 2022 Performance Share Plan. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 23:11 UTC |
Silvers Gregory KDirector · President & CEO
|
GrantCommon Shares of Beneficial Interest | 26,363 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000041 · wk-form4_1740525097.xml · nonDerivative · entry 2 Silvers Gregory K · CIK 0001248410 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 774,147 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, 2026. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 23:11 UTC |
Silvers Gregory KDirector · President & CEO
|
GrantCommon Shares of Beneficial Interest | 57,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000041 · wk-form4_1740525097.xml · nonDerivative · entry 1 Silvers Gregory K · CIK 0001248410 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 747,784 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, 2026. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 23:11 UTC |
Peterson Mark AlanEVP & Chief Financial Officer
|
Tax withholdingCommon Shares of Beneficial Interest | 19,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000040 · wk-form4_1740525071.xml · nonDerivative · entry 4 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,885 F4 · kind: The Common Shares of Beneficial Interest were assigned to the Company to satisfy the reporting persons tax withholding obligations in connection with the issuance of unrestricted equity award. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 23:11 UTC |
Peterson Mark AlanEVP & Chief Financial Officer
|
GrantCommon Shares of Beneficial Interest | 43,551 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000040 · wk-form4_1740525071.xml · nonDerivative · entry 3 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,635 F3 · kind: The Common Shares of Beneficial Interest were issued pursuant to the 2022 Performance Share Plan. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 23:11 UTC |
Peterson Mark AlanEVP & Chief Financial Officer
|
GrantCommon Shares of Beneficial Interest | 9,097 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000040 · wk-form4_1740525071.xml · nonDerivative · entry 2 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,084 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, 2026. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 23:11 UTC |
Peterson Mark AlanEVP & Chief Financial Officer
|
GrantCommon Shares of Beneficial Interest | 23,731 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000040 · wk-form4_1740525071.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,987 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, 2026. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 23:10 UTC |
Zimmerman Gregory EEVP & Chief Investment Officer
|
Tax withholdingCommon Shares of Beneficial Interest | 17,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000037 · wk-form4_1740525022.xml · nonDerivative · entry 4 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,195 F4 · kind: The Common Shares of Beneficial Interest were assigned to the Company to satisfy the reporting persons tax withholding obligations in connection with the issuance of unrestricted equity award. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 23:10 UTC |
Zimmerman Gregory EEVP & Chief Investment Officer
|
GrantCommon Shares of Beneficial Interest | 38,845 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000037 · wk-form4_1740525022.xml · nonDerivative · entry 3 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,695 F3 · kind: The Common Shares of Beneficial Interest were issued pursuant to the 2022 Performance Share Plan. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 23:10 UTC |
Zimmerman Gregory EEVP & Chief Investment Officer
|
GrantCommon Shares of Beneficial Interest | 8,111 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000037 · wk-form4_1740525022.xml · nonDerivative · entry 2 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,850 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, 2026. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 23:10 UTC |
Zimmerman Gregory EEVP & Chief Investment Officer
|
GrantCommon Shares of Beneficial Interest | 22,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000037 · wk-form4_1740525022.xml · nonDerivative · entry 1 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,739 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, 2026. Read SEC document |
| January 24, 2025 Filed Jan 27, 2025 23:08 UTC |
Suarez John PeterDirector
|
GrantRestricted Share Units · Derivative | 865 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000028 · wk-form4_1738019331.xml · derivative · entry 2 Suarez John Peter · CIK 0001987316 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,564 Underlying: Common Shares of Beneficial Interest · 865 shares Expires not disclosed F3 · derivative.exercise_price: Restricted Share Units were issued to the reporting person pursuant to the Company's 2016 Equity Incentive Plan as a part of the Company's annual trustee compensation program. Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest. 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 the Company's Common Shares of Beneficial Interest 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 the Company's Common Shares of Beneficial Interest 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. Read SEC document |
| January 24, 2025 Filed Jan 27, 2025 23:08 UTC |
Suarez John PeterDirector
|
GrantRestricted Share Units · Derivative | 699 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000028 · wk-form4_1738019331.xml · derivative · entry 1 Suarez John Peter · CIK 0001987316 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 699 Underlying: Common Shares of Beneficial Interest · 699 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Share Units were issued to Reporting Person in lieu of the Reporting Persons prorated Annual Trustee Retainer fee. Each Restricted Share Unit represents a contingent right to receive one share of Company's Common Shares of Beneficial Interest. 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 the Company's Common Shares of Beneficial Interest 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 the Company's Common Shares of Beneficial Interest 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. Read SEC document |
| January 13, 2025 Filed Jan 14, 2025 16:13 UTC |
Johnson Gwendolyn MarySVP - Asset Management
|
GiftCommon Shares of Beneficial Interest | 14,810 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000020 · wk-form4_1736871201.xml · nonDerivative · entry 2 Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,810 F1 · balance_after: Adjusted to reflect transactions that were previously reported on the Form 5 filed by the Reporting Person on Janurary 10, 2025. Read SEC document |
| January 13, 2025 Filed Jan 14, 2025 16:13 UTC |
Johnson Gwendolyn MarySVP - Asset Management
|
GiftCommon Shares of Beneficial Interest | 14,810 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000020 · wk-form4_1736871201.xml · nonDerivative · entry 1 Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management 10b5-1 filing: No plan indicated Ownership: Indirect · Mark S. Johnson and Gwendolyn M. Johnson Trust dated September 14, 2022 Disclosed balance after: 12,116 F1 · balance_after: Adjusted to reflect transactions that were previously reported on the Form 5 filed by the Reporting Person on Janurary 10, 2025. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 15:38 UTC |
Silvers Gregory KDirector · President & CEO
|
Tax withholdingCommon Shares of Beneficial Interest | 41,404 | $44.28 | $1,833,369.12 |
DisclosureSEC source: 0001045450-25-000016 · wk-form4_1735918701.xml · nonDerivative · entry 1 Silvers Gregory K · CIK 0001248410 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 689,834 F1 · kind: The Common Shares of Beneficial Interest were assigned to the Company to satisfy the reporting person's tax withholding obligations in connection with the vesting of equity awards. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 15:38 UTC |
Moriarty Brian AndrewSVP - Corporate Communications
|
Tax withholdingCommon Shares of Beneficial Interest | 1,452 | $44.28 | $64,294.56 |
DisclosureSEC source: 0001045450-25-000015 · wk-form4_1735918689.xml · nonDerivative · entry 1 Moriarty Brian Andrew · CIK 0002008647 · SVP - Corporate Communications 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,766 F1 · kind: The Common Shares of Beneficial Interest were assigned to the Company to satisfy the reporting person's tax withholding obligations in connection with the vesting of equity awards. F2 · balance_after: The amount of securities beneficially owned has been updated to reflect 102 shares held continuously by the reporting person since filing his Form 3 on February 28, 2024, but not previously reported due to an administrative oversight. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 15:38 UTC |
Zimmerman Gregory EEVP & Chief Investment Officer
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GiftCommon Shares of Beneficial Interest | 16,275 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000014 · wk-form4_1735918679.xml · nonDerivative · entry 3 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015 Disclosed balance after: 91,176 F2 · kind: This transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 15:38 UTC |
Zimmerman Gregory EEVP & Chief Investment Officer
|
GiftCommon Shares of Beneficial Interest | 16,275 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000014 · wk-form4_1735918679.xml · nonDerivative · entry 2 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,019 F2 · kind: This transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 15:38 UTC |
Zimmerman Gregory EEVP & Chief Investment Officer
|
Tax withholdingCommon Shares of Beneficial Interest | 13,675 | $44.28 | $605,529.00 |
DisclosureSEC source: 0001045450-25-000014 · wk-form4_1735918679.xml · nonDerivative · entry 1 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,294 F1 · kind: The Common Shares of Beneficial Interest were assigned to the Company to satisfy the reporting person's tax withholding obligations in connection with the vesting of equity awards. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 15:37 UTC |
Mater Tonya L.SVP & Chief Accounting Officer
|
Tax withholdingCommon Shares of Beneficial Interest | 4,266 | $44.28 | $188,898.48 |
DisclosureSEC source: 0001045450-25-000013 · wk-form4_1735918669.xml · nonDerivative · entry 1 Mater Tonya L. · CIK 0001652937 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,794 F1 · kind: The Common Shares of Beneficial Interest were assigned to the Company to satisfy the reporting person's tax withholding obligations in connection with the vesting of equity awards. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 15:37 UTC |
Turvey Paul RobertSVP & Assoc. General Counsel
|
Tax withholdingCommon Shares of Beneficial Interest | 2,869 | $44.28 | $127,039.32 |
DisclosureSEC source: 0001045450-25-000012 · wk-form4_1735918659.xml · nonDerivative · entry 1 Turvey Paul Robert · CIK 0001965188 · SVP & Assoc. General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,258 F1 · kind: The Common Shares of Beneficial Interest were assigned to the Company to satisfy the reporting person's tax withholding obligations in connection with the vesting of equity awards. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 15:37 UTC |
Peterson Mark AlanEVP & Chief Financial Officer
|
GiftCommon Shares of Beneficial Interest | 20,223 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000011 · wk-form4_1735918649.xml · nonDerivative · entry 3 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust Disclosed balance after: 183,687 F2 · kind: This transaction involved a transfer of securities by the reporting person to a trust. 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.