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FEDERAL REALTY INVESTMENT TRUST

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3517
SEC CIK
0000034903
Parsed reports
164

Last 12 months

Inside the activity.

0 purchase rows · 10 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 2026010
Oct 202600

Latest available

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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
September 30, 2026 Filed Oct 2, 2026 00:12 UTC SaleCommon Shares of Beneficial Interest 200 $108.96 $21,792.00
Disclosure

SEC source: 0000034903-26-000046 · wk-form4_1790885546.xml · nonDerivative · entry 10

Lamb-Hale Nicole · CIK 0001822926 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,613

Read SEC document
September 30, 2026 Filed Oct 2, 2026 00:12 UTC SaleCommon Shares of Beneficial Interest 100 $108.96 $10,895.50
Disclosure

SEC source: 0000034903-26-000046 · wk-form4_1790885546.xml · nonDerivative · entry 9

Lamb-Hale Nicole · CIK 0001822926 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,813

Read SEC document
September 30, 2026 Filed Oct 2, 2026 00:12 UTC SaleCommon Shares of Beneficial Interest 80 $108.93 $8,714.40
Disclosure

SEC source: 0000034903-26-000046 · wk-form4_1790885546.xml · nonDerivative · entry 8

Lamb-Hale Nicole · CIK 0001822926 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,913

Read SEC document
September 30, 2026 Filed Oct 2, 2026 00:12 UTC SaleCommon Shares of Beneficial Interest 60 $108.92 $6,535.20
Disclosure

SEC source: 0000034903-26-000046 · wk-form4_1790885546.xml · nonDerivative · entry 7

Lamb-Hale Nicole · CIK 0001822926 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,993

Read SEC document
September 30, 2026 Filed Oct 2, 2026 00:12 UTC SaleCommon Shares of Beneficial Interest 40 $108.91 $4,356.40
Disclosure

SEC source: 0000034903-26-000046 · wk-form4_1790885546.xml · nonDerivative · entry 6

Lamb-Hale Nicole · CIK 0001822926 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,053

Read SEC document
September 30, 2026 Filed Oct 2, 2026 00:12 UTC SaleCommon Shares of Beneficial Interest 200 $108.89 $21,778.00
Disclosure

SEC source: 0000034903-26-000046 · wk-form4_1790885546.xml · nonDerivative · entry 5

Lamb-Hale Nicole · CIK 0001822926 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,093

Read SEC document
September 30, 2026 Filed Oct 2, 2026 00:12 UTC SaleCommon Shares of Beneficial Interest 140 $108.88 $15,243.20
Disclosure

SEC source: 0000034903-26-000046 · wk-form4_1790885546.xml · nonDerivative · entry 4

Lamb-Hale Nicole · CIK 0001822926 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,293

Read SEC document
September 30, 2026 Filed Oct 2, 2026 00:12 UTC SaleCommon Shares of Beneficial Interest 380 $108.87 $41,370.60
Disclosure

SEC source: 0000034903-26-000046 · wk-form4_1790885546.xml · nonDerivative · entry 3

Lamb-Hale Nicole · CIK 0001822926 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,433

Read SEC document
September 30, 2026 Filed Oct 2, 2026 00:12 UTC SaleCommon Shares of Beneficial Interest 100 $108.87 $10,886.50
Disclosure

SEC source: 0000034903-26-000046 · wk-form4_1790885546.xml · nonDerivative · entry 2

Lamb-Hale Nicole · CIK 0001822926 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,813

Read SEC document
September 30, 2026 Filed Oct 2, 2026 00:12 UTC SaleCommon Shares of Beneficial Interest 200 $108.85 $21,770.00
Disclosure

SEC source: 0000034903-26-000046 · wk-form4_1790885546.xml · nonDerivative · entry 1

Lamb-Hale Nicole · CIK 0001822926 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,913

Read SEC document
August 03, 2026 Filed Aug 4, 2026 20:40 UTC
Guglielmone DanielEVP-CFO and Treasurer
Tax withholdingCommon Shares of Beneficial Interest 840 $123.65 $103,866.00
Disclosure

SEC source: 0000034903-26-000044 · wk-form4_1785876031.xml · nonDerivative · entry 1

Guglielmone Daniel · CIK 0001681724 · EVP-CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,026

F1 · kind: Reflects common shares surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted shares.

Read SEC document
June 03, 2026 Filed Jun 3, 2026 20:12 UTC GiftCommon Shares of Beneficial Interest 1,339 $0.00 $0.00
Disclosure

SEC source: 0000034903-26-000035 · wk-form4_1780517536.xml · nonDerivative · entry 2

McEachin Thomas · CIK 0001659781 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Thomas A. McEachin Living Trust dated 4-17-2025

Disclosed balance after: 3,874

F1 · ownership.direct: In connection with estate planning, Mr. McEachin gifted 1,339 shares he owns directly to his living trust and as he and his wife are the sole trustees and beneficiaries of that trust, he retains sole control of these shares.

Read SEC document
June 03, 2026 Filed Jun 3, 2026 20:12 UTC GiftCommon Shares of Beneficial Interest 1,339 $0.00 $0.00
Disclosure

SEC source: 0000034903-26-000035 · wk-form4_1780517536.xml · nonDerivative · entry 1

McEachin Thomas · CIK 0001659781 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · ownership.direct: In connection with estate planning, Mr. McEachin gifted 1,339 shares he owns directly to his living trust and as he and his wife are the sole trustees and beneficiaries of that trust, he retains sole control of these shares.

Read SEC document
June 03, 2026 Filed Jun 3, 2026 20:10 UTC
WOOD DONALD CDirector · CEO & President
GiftCommon Shares of Beneficial Interest 37,038 $0.00 $0.00
Disclosure

SEC source: 0000034903-26-000033 · wk-form4_1780517450.xml · nonDerivative · entry 2

WOOD DONALD C · CIK 0001189906 · Director · CEO & President

10b5-1 filing: No plan indicated

Ownership: Indirect · By Donald C. Wood Revocable Trust

Disclosed balance after: 290,300

F1 · ownership.direct: In connection with estate planning, Mr. Wood gifted 37,038 shares he owns directly to his revocable trust and as sole trustee and beneficiary of that trust, retains sole control of these shares.

Read SEC document
June 03, 2026 Filed Jun 3, 2026 20:10 UTC
WOOD DONALD CDirector · CEO & President
GiftCommon Shares of Beneficial Interest 37,038 $0.00 $0.00
Disclosure

SEC source: 0000034903-26-000033 · wk-form4_1780517450.xml · nonDerivative · entry 1

WOOD DONALD C · CIK 0001189906 · Director · CEO & President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 132,042

F1 · ownership.direct: In connection with estate planning, Mr. Wood gifted 37,038 shares he owns directly to his revocable trust and as sole trustee and beneficiary of that trust, retains sole control of these shares.

Read SEC document
February 12, 2026 Filed Feb 13, 2026 21:12 UTC
WOOD DONALD CDirector · CEO & President
Tax withholdingCommon Shares of Beneficial Interest 28,211 $104.75 $2,955,102.25
Disclosure

SEC source: 0000034903-26-000020 · wk-form4_1771017146.xml · nonDerivative · entry 2

WOOD DONALD C · CIK 0001189906 · Director · CEO & President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 169,080

F1 · kind: Reflects common shares surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted shares.

Read SEC document
February 12, 2026 Filed Feb 13, 2026 21:11 UTC
Guglielmone DanielEVP-CFO and Treasurer
Tax withholdingCommon Shares of Beneficial Interest 4,438 $104.75 $464,880.50
Disclosure

SEC source: 0000034903-26-000019 · wk-form4_1771017089.xml · nonDerivative · entry 2

Guglielmone Daniel · CIK 0001681724 · EVP-CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,866

F1 · kind: Reflects common shares surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted shares.

Read SEC document
February 11, 2026 Filed Feb 13, 2026 21:12 UTC
WOOD DONALD CDirector · CEO & President
GrantCommon Shares of Beneficial Interest 63,708 $0.00 $0.00
Disclosure

SEC source: 0000034903-26-000020 · wk-form4_1771017146.xml · nonDerivative · entry 1

WOOD DONALD C · CIK 0001189906 · Director · CEO & President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 197,291

Read SEC document
February 11, 2026 Filed Feb 13, 2026 21:11 UTC
Guglielmone DanielEVP-CFO and Treasurer
GrantCommon Shares of Beneficial Interest 17,947 $0.00 $0.00
Disclosure

SEC source: 0000034903-26-000019 · wk-form4_1771017089.xml · nonDerivative · entry 1

Guglielmone Daniel · CIK 0001681724 · EVP-CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 85,304

Read SEC document
February 11, 2026 Filed Feb 13, 2026 21:10 UTC
BECKER DAWN MEVP-CLO & Secretary
GrantCommon Shares of Beneficial Interest 11,712 $0.00 $0.00
Disclosure

SEC source: 0000034903-26-000018 · wk-form4_1771017030.xml · nonDerivative · entry 1

BECKER DAWN M · CIK 0001208504 · EVP-CLO & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 196,618

Read SEC document
January 02, 2026 Filed Jan 5, 2026 21:22 UTC GrantCommon Shares of Beneficial Interest 1,339 $0.00 $0.00
Disclosure

SEC source: 0000034903-26-000007 · wk-form4_1767648139.xml · nonDerivative · entry 1

Steinel Gail P · CIK 0001368797 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,017

Read SEC document
January 02, 2026 Filed Jan 5, 2026 21:21 UTC GrantCommon Shares of Beneficial Interest 1,339 $0.00 $0.00
Disclosure

SEC source: 0000034903-26-000006 · wk-form4_1767648071.xml · nonDerivative · entry 1

Nader Anthony P III · CIK 0001632080 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,113

Read SEC document
January 02, 2026 Filed Jan 5, 2026 21:19 UTC GrantCommon Shares of Beneficial Interest 1,339 $0.00 $0.00
Disclosure

SEC source: 0000034903-26-000005 · wk-form4_1767647990.xml · nonDerivative · entry 1

McEachin Thomas · CIK 0001659781 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,339

F1 · balance_after: Mr. McEachin retains sole control of a total of 3,874 shares which includes 1,339 shares directly plus 2,535 shares owned by Mr. McEachin's living trust.

Read SEC document
January 02, 2026 Filed Jan 5, 2026 21:17 UTC GrantCommon Shares of Beneficial Interest 1,339 $0.00 $0.00
Disclosure

SEC source: 0000034903-26-000004 · wk-form4_1767647863.xml · nonDerivative · entry 1

Lamb-Hale Nicole · CIK 0001822926 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,113

Read SEC document
January 02, 2026 Filed Jan 5, 2026 21:16 UTC GrantCommon Shares of Beneficial Interest 1,339 $0.00 $0.00
Disclosure

SEC source: 0000034903-26-000003 · wk-form4_1767647758.xml · nonDerivative · entry 1

Holland Elizabeth I · CIK 0001697246 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,726.599

Read SEC document
January 02, 2026 Filed Jan 5, 2026 21:14 UTC GrantCommon Shares of Beneficial Interest 1,091 $0.00 $0.00
Disclosure

SEC source: 0000034903-26-000002 · wk-form4_1767647674.xml · nonDerivative · entry 1

FAEDER DAVID W · CIK 0001065414 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,537

Read SEC document
September 29, 2025 Filed Sep 30, 2025 12:36 UTC
WOOD DONALD CDirector · CEO & President
GiftCommon Shares of Beneficial Interest 60,000 $0.00 $0.00
Disclosure

SEC source: 0000034903-25-000056 · wk-form4_1759235803.xml · nonDerivative · entry 2

WOOD DONALD C · CIK 0001189906 · Director · CEO & President

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stacey Wood Revocable Trust

Disclosed balance after: 113,879

F1 · ownership.direct: In connection with estate planning, the shares were gifted from IJKR II, LLC, an entity benefitting Mr. Wood's children, to the Stacey Wood Revocable Trust, a trust over which Mr. Wood has indirect beneficial interest and control.

Read SEC document
September 29, 2025 Filed Sep 30, 2025 12:36 UTC
WOOD DONALD CDirector · CEO & President
GiftCommon Shares of Beneficial Interest 60,000 $0.00 $0.00
Disclosure

SEC source: 0000034903-25-000056 · wk-form4_1759235803.xml · nonDerivative · entry 1

WOOD DONALD C · CIK 0001189906 · Director · CEO & President

10b5-1 filing: No plan indicated

Ownership: Indirect · By IJKR II, LLC

Disclosed balance after: 0

F1 · ownership.direct: In connection with estate planning, the shares were gifted from IJKR II, LLC, an entity benefitting Mr. Wood's children, to the Stacey Wood Revocable Trust, a trust over which Mr. Wood has indirect beneficial interest and control.

Read SEC document
September 05, 2025 Filed Sep 8, 2025 20:22 UTC GiftCommon Shares of Beneficial Interest 2,535 $0.00 $0.00
Disclosure

SEC source: 0000034903-25-000054 · wk-form4_1757362952.xml · nonDerivative · entry 2

McEachin Thomas · CIK 0001659781 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Thomas A. McEachin Living Trust dated 4-17-2025

Disclosed balance after: 2,535

F1 · ownership.direct: In connection with estate planning, Mr. McEachin gifted 2,535 shares he owns directly to his living trust and as he and his wife are the sole trustees and beneficiaries of that trust, he retains sole control of these shares.

Read SEC document
September 05, 2025 Filed Sep 8, 2025 20:22 UTC GiftCommon Shares of Beneficial Interest 2,535 $0.00 $0.00
Disclosure

SEC source: 0000034903-25-000054 · wk-form4_1757362952.xml · nonDerivative · entry 1

McEachin Thomas · CIK 0001659781 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · ownership.direct: In connection with estate planning, Mr. McEachin gifted 2,535 shares he owns directly to his living trust and as he and his wife are the sole trustees and beneficiaries of that trust, he retains sole control of these shares.

Read SEC document
August 03, 2025 Filed Aug 5, 2025 20:46 UTC
Guglielmone DanielEVP-CFO and Treasurer
Tax withholdingCommon Shares of Beneficial Interest 827 $90.61 $74,934.47
Disclosure

SEC source: 0000034903-25-000045 · wk-form4_1754426800.xml · nonDerivative · entry 1

Guglielmone Daniel · CIK 0001681724 · EVP-CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,357

F1 · kind: Reflects common shares surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted shares.

Read SEC document
June 23, 2025 Filed Jun 24, 2025 21:00 UTC
WOOD DONALD CDirector · CEO & President
GiftCommon Shares of Beneficial Interest 33,857 $0.00 $0.00
Disclosure

SEC source: 0000034903-25-000042 · wk-form4_1750798831.xml · nonDerivative · entry 2

WOOD DONALD C · CIK 0001189906 · Director · CEO & President

10b5-1 filing: No plan indicated

Ownership: Indirect · By Donald C. Wood Revocable Trust

Disclosed balance after: 253,262

F1 · ownership.direct: In connection with estate planning, Mr. Wood gifted 33,857 shares he owns directly to his revocable trust and as sole trustee and beneficiary of that trust, retains sole control of these shares.

Read SEC document
June 23, 2025 Filed Jun 24, 2025 21:00 UTC
WOOD DONALD CDirector · CEO & President
GiftCommon Shares of Beneficial Interest 33,857 $0.00 $0.00
Disclosure

SEC source: 0000034903-25-000042 · wk-form4_1750798831.xml · nonDerivative · entry 1

WOOD DONALD C · CIK 0001189906 · Director · CEO & President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 133,583

F1 · ownership.direct: In connection with estate planning, Mr. Wood gifted 33,857 shares he owns directly to his revocable trust and as sole trustee and beneficiary of that trust, retains sole control of these shares.

Read SEC document
February 12, 2025 Filed Feb 14, 2025 13:32 UTC
WOOD DONALD CDirector · CEO & President
Tax withholdingCommon Shares of Beneficial Interest 25,675 $110.55 $2,838,371.25
Disclosure

SEC source: 0000034903-25-000022 · wk-form4_1739539963.xml · nonDerivative · entry 2

WOOD DONALD C · CIK 0001189906 · Director · CEO & President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 167,440

F1 · kind: Reflects common shares surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted shares.

Read SEC document
February 12, 2025 Filed Feb 14, 2025 13:32 UTC
WOOD DONALD CDirector · CEO & President
GrantCommon Shares of Beneficial Interest 68,335 $0.00 $0.00
Disclosure

SEC source: 0000034903-25-000022 · wk-form4_1739539963.xml · nonDerivative · entry 1

WOOD DONALD C · CIK 0001189906 · Director · CEO & President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 193,115

Read SEC document
February 12, 2025 Filed Feb 14, 2025 13:30 UTC
Guglielmone DanielEVP-CFO and Treasurer
Tax withholdingCommon Shares of Beneficial Interest 2,982 $110.55 $329,660.10
Disclosure

SEC source: 0000034903-25-000020 · wk-form4_1739539833.xml · nonDerivative · entry 2

Guglielmone Daniel · CIK 0001681724 · EVP-CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 68,184

F1 · kind: Reflects common shares surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted shares.

Read SEC document
February 12, 2025 Filed Feb 14, 2025 13:30 UTC
Guglielmone DanielEVP-CFO and Treasurer
GrantCommon Shares of Beneficial Interest 15,939 $0.00 $0.00
Disclosure

SEC source: 0000034903-25-000020 · wk-form4_1739539833.xml · nonDerivative · entry 1

Guglielmone Daniel · CIK 0001681724 · EVP-CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,166

Read SEC document
February 12, 2025 Filed Feb 14, 2025 13:29 UTC
BECKER DAWN MEVP-CLO & Secretary
GrantCommon Shares of Beneficial Interest 12,381 $0.00 $0.00
Disclosure

SEC source: 0000034903-25-000018 · wk-form4_1739539748.xml · nonDerivative · entry 1

BECKER DAWN M · CIK 0001208504 · EVP-CLO & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 184,906

Read SEC document
January 02, 2025 Filed Jan 3, 2025 21:18 UTC GrantCommon Shares of Beneficial Interest 1,072 $0.00 $0.00
Disclosure

SEC source: 0000034903-25-000009 · wk-form4_1735939121.xml · nonDerivative · entry 1

Steinel Gail P · CIK 0001368797 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,678

Read SEC document
January 02, 2025 Filed Jan 3, 2025 21:17 UTC GrantCommon Shares of Beneficial Interest 1,072 $0.00 $0.00
Disclosure

SEC source: 0000034903-25-000008 · wk-form4_1735939070.xml · nonDerivative · entry 1

McEachin Thomas · CIK 0001659781 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,535

Read SEC document
January 02, 2025 Filed Jan 3, 2025 21:16 UTC GrantCommon Shares of Beneficial Interest 1,072 $0.00 $0.00
Disclosure

SEC source: 0000034903-25-000006 · wk-form4_1735938955.xml · nonDerivative · entry 1

Lamb-Hale Nicole · CIK 0001822926 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,774

Read SEC document
January 02, 2025 Filed Jan 3, 2025 21:17 UTC GrantCommon Shares of Beneficial Interest 1,072 $0.00 $0.00
Disclosure

SEC source: 0000034903-25-000007 · wk-form4_1735939014.xml · nonDerivative · entry 1

Nader Anthony P III · CIK 0001632080 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,774

Read SEC document
January 02, 2025 Filed Jan 3, 2025 21:14 UTC GrantCommon Shares of Beneficial Interest 1,072 $0.00 $0.00
Disclosure

SEC source: 0000034903-25-000005 · wk-form4_1735938859.xml · nonDerivative · entry 1

Holland Elizabeth I · CIK 0001697246 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,387.599

Read SEC document
January 02, 2025 Filed Jan 3, 2025 21:13 UTC GrantCommon Shares of Beneficial Interest 804 $0.00 $0.00
Disclosure

SEC source: 0000034903-25-000004 · wk-form4_1735938798.xml · nonDerivative · entry 1

FAEDER DAVID W · CIK 0001065414 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,446

Read SEC document
December 31, 2024 Filed Jan 3, 2025 21:11 UTC
BERKES JEFFREY SPresident and COO
Tax withholdingCommon Shares of Beneficial Interest 15,515 $111.95 $1,736,904.25
Disclosure

SEC source: 0000034903-25-000002 · wk-form4_1735938688.xml · nonDerivative · entry 1

BERKES JEFFREY S · CIK 0001208515 · President and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,553

F1 · kind: Reflects common shares surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted shares.

Read SEC document
September 18, 2024 Filed Sep 20, 2024 20:08 UTC
BERKES JEFFREY SPresident and COO
SaleCommon Shares of Beneficial Interest 18,353 $115.73 $2,124,056.93
Disclosure

SEC source: 0000034903-24-000062 · wk-form4_1726862920.xml · nonDerivative · entry 1

BERKES JEFFREY S · CIK 0001208515 · President and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,068

F1 · price: The price reported represents the weighted average sale price of the shares disposed of. The actual sale prices ranged from $115.53 to $115.86. The reporting person has provided to the Issuer, and hereby undertakes to provide upon request by the U.S. Securities and Exchange Commission staff or securities holder of the Issuer, full information regarding the number of shares sold at each separate price.

Read SEC document
September 09, 2024 Filed Sep 9, 2024 20:55 UTC
WOOD DONALD CDirector · Chief Executive Officer
SaleCommon Shares of Beneficial Interest 253 $117.13 $29,633.74
Disclosure

SEC source: 0000034903-24-000060 · wk-form4_1725915332.xml · nonDerivative · entry 5

WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Great Falls Trust

Disclosed balance after: 0

F5 · price: The price reported represents the weighted average sale price of the shares disposed of. The actual sale prices ranged from $117.03 to $117.15. The reporting person has provided to the Issuer, and hereby undertakes to provide upon request by the U.S. Securities and Exchange Commission staff or securities holder of the Issuer, full information regarding the number of shares sold at each separate price.

F6 · balance_after: Mr. Wood continues to directly and indirectly control 504,564 shares.

Read SEC document
September 09, 2024 Filed Sep 9, 2024 20:55 UTC
WOOD DONALD CDirector · Chief Executive Officer
SaleCommon Shares of Beneficial Interest 5,684 $116.44 $661,832.46
Disclosure

SEC source: 0000034903-24-000060 · wk-form4_1725915332.xml · nonDerivative · entry 4

WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Great Falls Trust

Disclosed balance after: 253

F4 · price: The price reported represents the weighted average sale price of the shares disposed of. The actual sale prices ranged from $116.00 to $116.99. The reporting person has provided to the Issuer, and hereby undertakes to provide upon request by the U.S. Securities and Exchange Commission staff or securities holder of the Issuer, full information regarding the number of shares sold at each separate price.

Read SEC document
September 06, 2024 Filed Sep 9, 2024 20:55 UTC
WOOD DONALD CDirector · Chief Executive Officer
SaleCommon Shares of Beneficial Interest 700 $116.47 $81,529.00
Disclosure

SEC source: 0000034903-24-000060 · wk-form4_1725915332.xml · nonDerivative · entry 3

WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Great Falls Trust

Disclosed balance after: 5,937

F3 · price: The price reported represents the weighted average sale price of the shares disposed of. The actual sale prices ranged from $116.00 to $116.95. The reporting person has provided to the Issuer, and hereby undertakes to provide upon request by the U.S. Securities and Exchange Commission staff or securities holder of the Issuer, full information regarding the number of shares sold at each separate price

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September 05, 2024 Filed Sep 9, 2024 20:55 UTC
WOOD DONALD CDirector · Chief Executive Officer
SaleCommon Shares of Beneficial Interest 1,050 $117.11 $122,970.23
Disclosure

SEC source: 0000034903-24-000060 · wk-form4_1725915332.xml · nonDerivative · entry 2

WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Great Falls Trust

Disclosed balance after: 6,637

F2 · price: The price reported represents the weighted average sale price of the shares disposed of. The actual sale prices ranged from $117.05 to $117.19. The reporting person has provided to the Issuer, and hereby undertakes to provide upon request by the U.S. Securities and Exchange Commission staff or securities holder of the Issuer, full information regarding the number of shares sold at each separate price.

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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.