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3975
SEC CIK
0001045450
Parsed reports
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
Oct 202600

Latest available

Insider transactions

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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 24, 2023 Filed May 25, 2023 14:11 UTC Exercise / conversionRestricted Share Units · Derivative 51,096 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000044 · primary_doc.xml · derivative · entry 2

NEWMAN JACK A JR · CIK 0001060258 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 51,096 shares

Expires 2023-05-24

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.

Read SEC document
May 24, 2023 Filed May 25, 2023 14:11 UTC Exercise / conversionCommon Shares 51,096 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000044 · primary_doc.xml · nonDerivative · entry 1

NEWMAN JACK A JR · CIK 0001060258 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,764

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

Read SEC document
May 24, 2023 Filed May 25, 2023 20:49 UTC GrantRestricted Share Units · Derivative 3,164 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000050 · primary_doc.xml · derivative · entry 4

Trimberger Lisa G · CIK 0001718603 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,633

Underlying: Common Shares · 3,164 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.

Read SEC document
May 24, 2023 Filed May 25, 2023 20:49 UTC GrantRestricted Shares · Derivative 3,469 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000050 · primary_doc.xml · derivative · entry 3

Trimberger Lisa G · CIK 0001718603 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,469

Underlying: Common Shares · 3,469 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.

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.

Read SEC document
May 24, 2023 Filed May 25, 2023 20:49 UTC Exercise / conversionRestricted Share Units · Derivative 4,536 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000050 · primary_doc.xml · derivative · entry 2

Trimberger Lisa G · CIK 0001718603 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 4,536 shares

Expires 2023-05-24

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.

Read SEC document
May 24, 2023 Filed May 25, 2023 20:49 UTC Exercise / conversionCommon Shares 4,536 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000050 · primary_doc.xml · nonDerivative · entry 1

Trimberger Lisa G · CIK 0001718603 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,933

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

Read SEC document
May 24, 2023 Filed May 25, 2023 20:40 UTC GrantRestricted Shares Units · Derivative 3,164 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000049 · primary_doc.xml · derivative · entry 4

Sterneck Robin Peppe · CIK 0001586823 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,009

Underlying: Common Shares · 3,164 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.

Read SEC document
May 24, 2023 Filed May 25, 2023 20:40 UTC GrantRestricted Shares Units · Derivative 2,556 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000049 · primary_doc.xml · derivative · entry 3

Sterneck Robin Peppe · CIK 0001586823 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,845

Underlying: Common Shares · 2,556 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.

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.

Read SEC document
May 24, 2023 Filed May 25, 2023 20:40 UTC Exercise / conversionRestricted Share Units · Derivative 1,903 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000049 · primary_doc.xml · derivative · entry 2

Sterneck Robin Peppe · CIK 0001586823 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,289

Underlying: Common Shares · 1,903 shares

Expires 2023-05-24

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.

Read SEC document
May 24, 2023 Filed May 25, 2023 20:40 UTC Exercise / conversionCommon Shares 1,903 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000049 · primary_doc.xml · nonDerivative · entry 1

Sterneck Robin Peppe · CIK 0001586823 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,806

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

Read SEC document
May 24, 2023 Filed May 25, 2023 20:24 UTC GrantRestricted Share Units · Derivative 2,556 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000048 · primary_doc.xml · derivative · entry 4

Ziegler Caixia · CIK 0001909246 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,141

Underlying: Common Shares · 3,164 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.

Read SEC document
May 24, 2023 Filed May 25, 2023 20:24 UTC GrantRestricted Share Units · Derivative 2,556 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000048 · primary_doc.xml · derivative · entry 3

Ziegler Caixia · CIK 0001909246 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,977

Underlying: Common Shares · 2,556 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.

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.

Read SEC document
May 24, 2023 Filed May 25, 2023 20:24 UTC Exercise / conversionRestricted Share Units · Derivative 1,512 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000048 · primary_doc.xml · derivative · entry 2

Ziegler Caixia · CIK 0001909246 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,421

Underlying: Common Shares · 1,512 shares

Expires 2023-05-24

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.

Read SEC document
May 24, 2023 Filed May 25, 2023 20:24 UTC Exercise / conversionCommon Shares 1,512 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000048 · primary_doc.xml · nonDerivative · entry 1

Ziegler Caixia · CIK 0001909246 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,012

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

Read SEC document
May 24, 2023 Filed May 25, 2023 19:43 UTC GrantRestricted Share Units · Derivative 3,164 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000047 · primary_doc.xml · derivative · entry 2

Connor James B. · CIK 0001507648 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,134

Underlying: Common Shares · 3,164 shares

Expires not disclosed

F3 · 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.

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.

Read SEC document
May 24, 2023 Filed May 25, 2023 19:43 UTC GrantRestricted Share Units · Derivative 3,469 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000047 · primary_doc.xml · derivative · entry 1

Connor James B. · CIK 0001507648 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,883

Underlying: Common Shares · 3,469 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.

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.

Read SEC document
May 24, 2023 Filed May 25, 2023 18:29 UTC
Case JohnDirector
GrantRestricted Share Units · Derivative 3,164 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000046 · primary_doc.xml · derivative · entry 2

Case John · CIK 0001490409 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,169

Underlying: Common Shares · 3,164 shares

Expires not disclosed

F3 · 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.

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.

Read SEC document
May 24, 2023 Filed May 25, 2023 18:29 UTC
Case JohnDirector
GrantRestricted Share Units · Derivative 2,556 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000046 · primary_doc.xml · derivative · entry 1

Case John · CIK 0001490409 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,005

Underlying: Common Shares · 2,556 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.

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.

Read SEC document
February 21, 2023 Filed Feb 22, 2023 16:30 UTC
Turvey Paul RobertSVP& Associate General Cousnel
GrantCommon Shares of Beneficial Interest 6,062 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000018 · primary_doc.xml · nonDerivative · entry 1

Turvey Paul Robert · CIK 0001965188 · SVP& Associate General Cousnel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,808

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, 2024.

F1 · 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, 2024.

F1 · 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, 2024.

Read SEC document
February 21, 2023 Filed Feb 22, 2023 16:25 UTC
Johnson Gwendolyn MarySVP - Asset Management
GrantCommon Shares of Beneficial Interest 6,062 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000017 · primary_doc.xml · nonDerivative · entry 1

Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,921

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, 2024.

F1 · 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, 2024.

F1 · 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, 2024.

Read SEC document
February 21, 2023 Filed Feb 22, 2023 16:17 UTC
Case JohnDirector
GrantRestricted Share Units · Derivative 801 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000015 · primary_doc.xml · derivative · entry 2

Case John · CIK 0001490409 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,449

Underlying: Common Shares · 801 shares

Expires not disclosed

F3 · 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.

F2 · derivative.exercise_date: Subject to certain expectations, 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 expectations, 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.

Read SEC document
February 21, 2023 Filed Feb 22, 2023 16:17 UTC
Case JohnDirector
GrantRestricted Share Units · Derivative 647 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000015 · primary_doc.xml · derivative · entry 1

Case John · CIK 0001490409 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 647

Underlying: Common Shares · 647 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted Share Units were issued to Reporting Person in lieu of the Reporting Person's prorated 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 expectations, 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 expectations, 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.

Read SEC document
February 20, 2023 Filed Feb 22, 2023 17:36 UTC
Grace ElizabethSVP-Human Resources and Admin
GrantCommon Shares of Beneficial Interest 4,181 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000024 · primary_doc.xml · nonDerivative · entry 2

Grace Elizabeth · CIK 0001900482 · SVP-Human Resources and Admin

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,080

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, 2024.

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, 2024.

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, 2024.

Read SEC document
February 20, 2023 Filed Feb 22, 2023 17:36 UTC
Grace ElizabethSVP-Human Resources and Admin
GrantCommon Shares of Beneficial Interest 6,951 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000024 · primary_doc.xml · nonDerivative · entry 1

Grace Elizabeth · CIK 0001900482 · SVP-Human Resources and Admin

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,899

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, 2024.

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, 2024.

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, 2024.

Read SEC document
February 20, 2023 Filed Feb 22, 2023 17:14 UTC GrantCommon Shares of Beneficial Interest 8,710 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000023 · primary_doc.xml · nonDerivative · entry 2

Zimmerman Gregory E · CIK 0001722346 · EVP & CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 58,217

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, 2024.

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, 2024.

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, 2024.

Read SEC document
February 20, 2023 Filed Feb 22, 2023 17:14 UTC GrantCommon Shares of Beneficial Interest 19,906 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000023 · primary_doc.xml · nonDerivative · entry 1

Zimmerman Gregory E · CIK 0001722346 · EVP & CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,507

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, 2024.

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, 2024.

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, 2024.

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February 20, 2023 Filed Feb 22, 2023 17:07 UTC
Silvers Gregory KDirector · Chairman & CEO
GrantCommon Shares of Beneficial Interest 28,306 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000022 · primary_doc.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 590,625

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, 2024.

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, 2024.

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, 2024.

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February 20, 2023 Filed Feb 22, 2023 17:07 UTC
Silvers Gregory KDirector · Chairman & CEO
GrantCommon Shares of Beneficial Interest 71,930 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000022 · primary_doc.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 562,319

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, 2024.

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, 2024.

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, 2024.

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February 20, 2023 Filed Feb 22, 2023 16:55 UTC GrantCommon Shares of Beneficial Interest 9,766 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000021 · primary_doc.xml · nonDerivative · entry 2

Peterson Mark Alan · CIK 0001251221 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 78,623

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, 2024.

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, 2024.

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, 2024.

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February 20, 2023 Filed Feb 22, 2023 16:55 UTC GrantCommon Shares of Beneficial Interest 31,969 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000021 · primary_doc.xml · nonDerivative · entry 1

Peterson Mark Alan · CIK 0001251221 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 68,857

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, 2024.

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, 2024.

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, 2024.

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February 20, 2023 Filed Feb 22, 2023 16:48 UTC
Mater Tonya L.SVP & Chief Accounting Officer
GrantCommon Shares of Beneficial Interest 2,105 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000020 · primary_doc.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,723

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, 2024.

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, 2024.

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, 2024.

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February 20, 2023 Filed Feb 22, 2023 16:48 UTC
Mater Tonya L.SVP & Chief Accounting Officer
GrantCommon Shares of Beneficial Interest 10,894 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000020 · primary_doc.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,618

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, 2024.

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, 2024.

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, 2024.

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February 20, 2023 Filed Feb 22, 2023 16:41 UTC
Evans Craig L.EVP & General Counsel
GrantCommon Shares of Beneficial Interest 6,910 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000019 · primary_doc.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 71,657

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, 2024.

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, 2024.

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, 2024.

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February 20, 2023 Filed Feb 22, 2023 16:41 UTC
Evans Craig L.EVP & General Counsel
GrantCommon Shares of Beneficial Interest 20,811 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000019 · primary_doc.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 64,747

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, 2024.

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, 2024.

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, 2024.

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February 17, 2023 Filed Feb 17, 2023 20:48 UTC Exercise / conversionRestricted Share Units · Derivative 1,397 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000007 · primary_doc.xml · derivative · entry 2

Trimberger Lisa G · CIK 0001718603 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,536

Underlying: Common Shares · 1,397 shares

Expires 2023-02-17

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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February 17, 2023 Filed Feb 17, 2023 20:48 UTC Exercise / conversionCommon Shares 1,397 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000007 · primary_doc.xml · nonDerivative · entry 1

Trimberger Lisa G · CIK 0001718603 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,397

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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January 02, 2023 Filed Jan 3, 2023 18:17 UTC
Zimmerman Gregory EEVP & Chief Investment Officer
GiftCommon Shares of Beneficial Interest 13,598 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000006 · primary_doc.xml · nonDerivative · entry 3

Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015

Disclosed balance after: 33,697

F2 · kind: The transaction involved a transfer of securities by the reporting person to a trust.

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January 02, 2023 Filed Jan 3, 2023 18:17 UTC
Zimmerman Gregory EEVP & Chief Investment Officer
GiftCommon Shares of Beneficial Interest 13,598 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000006 · primary_doc.xml · nonDerivative · entry 2

Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,601

F2 · kind: The transaction involved a transfer of securities by the reporting person to a trust.

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January 02, 2023 Filed Jan 3, 2023 18:17 UTC
Zimmerman Gregory EEVP & Chief Investment Officer
OtherCommon Shares of Beneficial Interest 11,656 $37.72 $439,664.32
Disclosure

SEC source: 0001045450-23-000006 · primary_doc.xml · nonDerivative · entry 1

Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,199

F1 · kind: 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.

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January 02, 2023 Filed Jan 3, 2023 18:09 UTC
Grace ElizabethSVP-Human Resources & Admin.
GiftCommon Shares of Beneficial Interest 4,281 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000005 · primary_doc.xml · nonDerivative · entry 3

Grace Elizabeth · CIK 0001900482 · SVP-Human Resources & Admin.

10b5-1 filing: Not disclosed

Ownership: Indirect · Elizabeth Grace, as Trustee of the Elizabeth Grace Revocable Trust under Trust

Disclosed balance after: 7,921

F2 · kind: The transaction involved a transfer of securities by the reporting person to a trust.

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January 02, 2023 Filed Jan 3, 2023 18:09 UTC
Grace ElizabethSVP-Human Resources & Admin.
GiftCommon Shares of Beneficial Interest 4,281 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000005 · primary_doc.xml · nonDerivative · entry 2

Grace Elizabeth · CIK 0001900482 · SVP-Human Resources & Admin.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,948

F2 · kind: The transaction involved a transfer of securities by the reporting person to a trust.

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January 02, 2023 Filed Jan 3, 2023 18:09 UTC
Grace ElizabethSVP-Human Resources & Admin.
OtherCommon Shares of Beneficial Interest 2,170 $37.72 $81,852.40
Disclosure

SEC source: 0001045450-23-000005 · primary_doc.xml · nonDerivative · entry 1

Grace Elizabeth · CIK 0001900482 · SVP-Human Resources & Admin.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,229

F1 · kind: 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.

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January 02, 2023 Filed Jan 3, 2023 17:58 UTC GiftCommon Shares of Beneficial Interest 17,117 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000004 · 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

Disclosed balance after: 115,817

F2 · kind: The transaction involved a transfer of securities by the reporting person to a trust.

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January 02, 2023 Filed Jan 3, 2023 17:58 UTC GiftCommon Shares of Beneficial Interest 17,117 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000004 · primary_doc.xml · nonDerivative · entry 2

Peterson Mark Alan · CIK 0001251221 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,888

F2 · kind: The transaction involved a transfer of securities by the reporting person to a trust.

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January 02, 2023 Filed Jan 3, 2023 17:58 UTC OtherCommon Shares of Beneficial Interest 14,570 $37.72 $549,580.40
Disclosure

SEC source: 0001045450-23-000004 · primary_doc.xml · nonDerivative · entry 1

Peterson Mark Alan · CIK 0001251221 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 54,005

F1 · kind: 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.

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January 02, 2023 Filed Jan 3, 2023 17:47 UTC
Mater Tonya L.SVP & Chief Accounting Officer
OtherCommon Shares of Beneficial Interest 4,755 $37.72 $179,358.60
Disclosure

SEC source: 0001045450-23-000003 · primary_doc.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,724

F1 · kind: 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.

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January 02, 2023 Filed Jan 3, 2023 17:39 UTC
Silvers Gregory KDirector · Chairman & Chief Executive Off
OtherCommon Shares of Beneficial Interest 32,316 $37.72 $1,218,959.52
Disclosure

SEC source: 0001045450-23-000002 · primary_doc.xml · nonDerivative · entry 1

Silvers Gregory K · CIK 0001248410 · Director · Chairman & Chief Executive Off

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 490,389

F1 · kind: 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.

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January 02, 2023 Filed Jan 3, 2023 17:30 UTC
Evans Craig L.EVP & General Counsel
OtherCommon Shares of Beneficial Interest 9,148 $37.72 $345,062.56
Disclosure

SEC source: 0001045450-23-000001 · primary_doc.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,936

F1 · kind: 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.

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June 13, 2022 Filed Jun 14, 2022 15:49 UTC PurchaseCommon Shares 500 $45.14 $22,570.00
Disclosure

SEC source: 0001045450-22-000069 · primary_doc.xml · nonDerivative · entry 1

Ziegler Caixia · CIK 0001909246 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 500

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May 27, 2022 Filed May 31, 2022 19:20 UTC GrantRestricted Share Units · Derivative 2,509 $0.00 $0.00
Disclosure

SEC source: 0001045450-22-000062 · primary_doc.xml · derivative · entry 4

BROWN PETER C · CIK 0001095168 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,812

Underlying: Common Shares · 2,509 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 Restricted Share Units is the earlier (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 Restricted Share Units is the earlier (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.