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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 10 |
| 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 |
|---|---|---|---|---|---|---|
| September 05, 2024 Filed Sep 9, 2024 20:55 UTC |
WOOD DONALD CDirector · Chief Executive Officer
|
SaleCommon Shares of Beneficial Interest | 29,242 | $116.14 | $3,396,122.02 |
DisclosureSEC source: 0000034903-24-000060 · wk-form4_1725915332.xml · nonDerivative · entry 1 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Great Falls Trust Disclosed balance after: 7,687 F1 · price: The price reported represents the weighted average sale price of the shares disposed of. The actual sale prices ranged from $116.00 to $116.78. 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 |
| August 03, 2024 Filed Aug 5, 2024 20:15 UTC |
Guglielmone DanielEVP-CFO and Treasurer
|
Tax withholdingCommon Shares of Beneficial Interest | 827 | $112.48 | $93,020.96 |
DisclosureSEC source: 0000034903-24-000058 · wk-form4_1722888932.xml · nonDerivative · entry 1 Guglielmone Daniel · CIK 0001681724 · EVP-CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,227 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 14, 2024 Filed Jun 17, 2024 21:22 UTC |
WOOD DONALD CDirector · Chief Executive Officer
|
GiftCommon Shares of Beneficial Interest | 30,146 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-24-000049 · wk-form4_1718659369.xml · nonDerivative · entry 2 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Donald C. Wood Revocable Trust Disclosed balance after: 219,405 F1 · ownership.direct: In connection with estate planning, Mr. Wood gifted 30,146 shares he owns directly to his revocable trust and as sole trustee and beneficiary of the revocable trust, retains sole control of these shares. Read SEC document |
| June 14, 2024 Filed Jun 17, 2024 21:22 UTC |
WOOD DONALD CDirector · Chief Executive Officer
|
GiftCommon Shares of Beneficial Interest | 30,146 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-24-000049 · wk-form4_1718659369.xml · nonDerivative · entry 1 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,780 F1 · ownership.direct: In connection with estate planning, Mr. Wood gifted 30,146 shares he owns directly to his revocable trust and as sole trustee and beneficiary of the revocable trust, retains sole control of these shares. Read SEC document |
| February 12, 2024 Filed Feb 13, 2024 21:17 UTC |
WOOD DONALD CDirector · Chief Executive Officer
|
Tax withholdingCommon Shares of Beneficial Interest | 24,758 | $100.71 | $2,493,378.18 |
DisclosureSEC source: 0000034903-24-000038 · wk-form4_1707859017.xml · nonDerivative · entry 1 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 154,926 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, 2024 Filed Feb 13, 2024 21:14 UTC |
Guglielmone DanielEVP-CFO and Treasurer
|
Tax withholdingCommon Shares of Beneficial Interest | 3,935 | $100.71 | $396,293.85 |
DisclosureSEC source: 0000034903-24-000036 · wk-form4_1707858873.xml · nonDerivative · entry 1 Guglielmone Daniel · CIK 0001681724 · EVP-CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,054 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, 2024 Filed Feb 13, 2024 21:12 UTC |
BERKES JEFFREY SPresident and COO
|
Tax withholdingCommon Shares of Beneficial Interest | 7,512 | $100.71 | $756,533.52 |
DisclosureSEC source: 0000034903-24-000034 · wk-form4_1707858715.xml · nonDerivative · entry 1 BERKES JEFFREY S · CIK 0001208515 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,421 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 06, 2024 Filed Feb 7, 2024 21:30 UTC |
WOOD DONALD CDirector · Chief Executive Officer
|
GrantCommon Shares of Beneficial Interest | 68,331 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-24-000020 · wk-form4_1707341422.xml · nonDerivative · entry 1 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 179,684 Read SEC document |
| February 06, 2024 Filed Feb 7, 2024 21:26 UTC |
Guglielmone DanielEVP-CFO and Treasurer
|
GrantCommon Shares of Beneficial Interest | 10,466 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-24-000018 · wk-form4_1707341200.xml · nonDerivative · entry 1 Guglielmone Daniel · CIK 0001681724 · EVP-CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,989 Read SEC document |
| February 06, 2024 Filed Feb 7, 2024 21:23 UTC |
BERKES JEFFREY SPresident and COO
|
GrantCommon Shares of Beneficial Interest | 13,463 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-24-000016 · wk-form4_1707340988.xml · nonDerivative · entry 1 BERKES JEFFREY S · CIK 0001208515 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,933 Read SEC document |
| February 06, 2024 Filed Feb 7, 2024 21:21 UTC |
BECKER DAWN MEVP-General Counsel &Secretary
|
GrantCommon Shares of Beneficial Interest | 12,587 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-24-000014 · wk-form4_1707340849.xml · nonDerivative · entry 1 BECKER DAWN M · CIK 0001208504 · EVP-General Counsel &Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 172,525 Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 13:44 UTC |
FAEDER DAVID WDirector
|
GrantCommon Shares of Beneficial Interest | 873 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-24-000012 · wk-form4_1704289470.xml · nonDerivative · entry 1 FAEDER DAVID W · CIK 0001065414 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,642 Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 13:43 UTC |
Holland Elizabeth IDirector
|
GrantCommon Shares of Beneficial Interest | 1,164 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-24-000011 · wk-form4_1704289427.xml · nonDerivative · entry 1 Holland Elizabeth I · CIK 0001697246 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,315.599 Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 13:43 UTC |
Steinel Gail PDirector
|
GrantCommon Shares of Beneficial Interest | 1,164 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-24-000010 · wk-form4_1704289377.xml · nonDerivative · entry 1 Steinel Gail P · CIK 0001368797 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,606 Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 13:42 UTC |
McEachin ThomasDirector
|
GrantCommon Shares of Beneficial Interest | 1,164 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-24-000009 · wk-form4_1704289336.xml · nonDerivative · entry 1 McEachin Thomas · CIK 0001659781 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,463 Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 13:41 UTC |
Lamb-Hale NicoleDirector
|
GrantCommon Shares of Beneficial Interest | 1,164 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-24-000008 · wk-form4_1704289298.xml · nonDerivative · entry 1 Lamb-Hale Nicole · CIK 0001822926 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,702 Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 13:40 UTC |
Nader Anthony P IIIDirector
|
GrantCommon Shares of Beneficial Interest | 1,164 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-24-000007 · wk-form4_1704289238.xml · nonDerivative · entry 1 Nader Anthony P III · CIK 0001632080 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,702 Read SEC document |
| December 05, 2023 Filed Dec 5, 2023 22:22 UTC |
WOOD DONALD CDirector · Chief Executive Officer
|
SaleCommon Shares of Beneficial Interest | 200 | $98.65 | $19,730.00 |
DisclosureSEC source: 0000034903-23-000068 · wk-form4_1701814920.xml · nonDerivative · entry 22 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Donald C. Wood Revocable Trust Disclosed balance after: 189,259 Read SEC document |
| December 05, 2023 Filed Dec 5, 2023 22:22 UTC |
WOOD DONALD CDirector · Chief Executive Officer
|
SaleCommon Shares of Beneficial Interest | 15,600 | $98.68 | $1,539,330.00 |
DisclosureSEC source: 0000034903-23-000068 · wk-form4_1701814920.xml · nonDerivative · entry 21 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Donald C. Wood Revocable Trust Disclosed balance after: 189,459 Read SEC document |
| December 05, 2023 Filed Dec 5, 2023 22:22 UTC |
WOOD DONALD CDirector · Chief Executive Officer
|
SaleCommon Shares of Beneficial Interest | 500 | $98.68 | $49,340.00 |
DisclosureSEC source: 0000034903-23-000068 · wk-form4_1701814920.xml · nonDerivative · entry 20 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Donald C. Wood Revocable Trust Disclosed balance after: 205,059 Read SEC document |
| December 05, 2023 Filed Dec 5, 2023 22:22 UTC |
WOOD DONALD CDirector · Chief Executive Officer
|
SaleCommon Shares of Beneficial Interest | 200 | $98.69 | $19,738.00 |
DisclosureSEC source: 0000034903-23-000068 · wk-form4_1701814920.xml · nonDerivative · entry 19 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Donald C. Wood Revocable Trust Disclosed balance after: 205,559 Read SEC document |
| December 05, 2023 Filed Dec 5, 2023 22:22 UTC |
WOOD DONALD CDirector · Chief Executive Officer
|
SaleCommon Shares of Beneficial Interest | 300 | $98.74 | $29,620.50 |
DisclosureSEC source: 0000034903-23-000068 · wk-form4_1701814920.xml · nonDerivative · entry 18 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Donald C. Wood Revocable Trust Disclosed balance after: 205,759 Read SEC document |
| December 05, 2023 Filed Dec 5, 2023 22:22 UTC |
WOOD DONALD CDirector · Chief Executive Officer
|
SaleCommon Shares of Beneficial Interest | 100 | $98.75 | $9,875.00 |
DisclosureSEC source: 0000034903-23-000068 · wk-form4_1701814920.xml · nonDerivative · entry 17 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Donald C. Wood Revocable Trust Disclosed balance after: 206,059 Read SEC document |
| December 05, 2023 Filed Dec 5, 2023 22:22 UTC |
WOOD DONALD CDirector · Chief Executive Officer
|
SaleCommon Shares of Beneficial Interest | 300 | $98.77 | $29,629.50 |
DisclosureSEC source: 0000034903-23-000068 · wk-form4_1701814920.xml · nonDerivative · entry 16 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Donald C. Wood Revocable Trust Disclosed balance after: 206,159 Read SEC document |
| December 05, 2023 Filed Dec 5, 2023 22:22 UTC |
WOOD DONALD CDirector · Chief Executive Officer
|
SaleCommon Shares of Beneficial Interest | 400 | $98.79 | $39,514.00 |
DisclosureSEC source: 0000034903-23-000068 · wk-form4_1701814920.xml · nonDerivative · entry 15 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Donald C. Wood Revocable Trust Disclosed balance after: 206,459 Read SEC document |
| December 05, 2023 Filed Dec 5, 2023 22:22 UTC |
WOOD DONALD CDirector · Chief Executive Officer
|
SaleCommon Shares of Beneficial Interest | 300 | $98.79 | $29,637.00 |
DisclosureSEC source: 0000034903-23-000068 · wk-form4_1701814920.xml · nonDerivative · entry 14 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Donald C. Wood Revocable Trust Disclosed balance after: 206,859 Read SEC document |
| December 05, 2023 Filed Dec 5, 2023 22:22 UTC |
WOOD DONALD CDirector · Chief Executive Officer
|
SaleCommon Shares of Beneficial Interest | 200 | $98.88 | $19,776.00 |
DisclosureSEC source: 0000034903-23-000068 · wk-form4_1701814920.xml · nonDerivative · entry 13 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Donald C. Wood Revocable Trust Disclosed balance after: 207,159 Read SEC document |
| December 05, 2023 Filed Dec 5, 2023 22:22 UTC |
WOOD DONALD CDirector · Chief Executive Officer
|
SaleCommon Shares of Beneficial Interest | 200 | $98.96 | $19,792.00 |
DisclosureSEC source: 0000034903-23-000068 · wk-form4_1701814920.xml · nonDerivative · entry 12 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Donald C. Wood Revocable Trust Disclosed balance after: 207,359 Read SEC document |
| December 05, 2023 Filed Dec 5, 2023 22:22 UTC |
WOOD DONALD CDirector · Chief Executive Officer
|
SaleCommon Shares of Beneficial Interest | 200 | $98.98 | $19,795.00 |
DisclosureSEC source: 0000034903-23-000068 · wk-form4_1701814920.xml · nonDerivative · entry 11 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Donald C. Wood Revocable Trust Disclosed balance after: 207,559 Read SEC document |
| December 05, 2023 Filed Dec 5, 2023 22:22 UTC |
WOOD DONALD CDirector · Chief Executive Officer
|
SaleCommon Shares of Beneficial Interest | 300 | $99.01 | $29,701.50 |
DisclosureSEC source: 0000034903-23-000068 · wk-form4_1701814920.xml · nonDerivative · entry 10 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Donald C. Wood Revocable Trust Disclosed balance after: 207,759 Read SEC document |
| December 05, 2023 Filed Dec 5, 2023 22:22 UTC |
WOOD DONALD CDirector · Chief Executive Officer
|
SaleCommon Shares of Beneficial Interest | 100 | $99.05 | $9,904.50 |
DisclosureSEC source: 0000034903-23-000068 · wk-form4_1701814920.xml · nonDerivative · entry 9 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Donald C. Wood Revocable Trust Disclosed balance after: 208,059 Read SEC document |
| December 05, 2023 Filed Dec 5, 2023 22:22 UTC |
WOOD DONALD CDirector · Chief Executive Officer
|
SaleCommon Shares of Beneficial Interest | 200 | $99.08 | $19,816.00 |
DisclosureSEC source: 0000034903-23-000068 · wk-form4_1701814920.xml · nonDerivative · entry 8 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Donald C. Wood Revocable Trust Disclosed balance after: 208,159 Read SEC document |
| December 05, 2023 Filed Dec 5, 2023 22:22 UTC |
WOOD DONALD CDirector · Chief Executive Officer
|
SaleCommon Shares of Beneficial Interest | 200 | $99.15 | $19,829.00 |
DisclosureSEC source: 0000034903-23-000068 · wk-form4_1701814920.xml · nonDerivative · entry 7 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Donald C. Wood Revocable Trust Disclosed balance after: 208,359 Read SEC document |
| December 05, 2023 Filed Dec 5, 2023 22:22 UTC |
WOOD DONALD CDirector · Chief Executive Officer
|
SaleCommon Shares of Beneficial Interest | 100 | $99.22 | $9,922.00 |
DisclosureSEC source: 0000034903-23-000068 · wk-form4_1701814920.xml · nonDerivative · entry 6 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Donald C. Wood Revocable Trust Disclosed balance after: 208,559 Read SEC document |
| December 05, 2023 Filed Dec 5, 2023 22:22 UTC |
WOOD DONALD CDirector · Chief Executive Officer
|
SaleCommon Shares of Beneficial Interest | 500 | $99.23 | $49,612.50 |
DisclosureSEC source: 0000034903-23-000068 · wk-form4_1701814920.xml · nonDerivative · entry 5 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Donald C. Wood Revocable Trust Disclosed balance after: 208,659 Read SEC document |
| December 05, 2023 Filed Dec 5, 2023 22:22 UTC |
WOOD DONALD CDirector · Chief Executive Officer
|
SaleCommon Shares of Beneficial Interest | 100 | $99.40 | $9,940.00 |
DisclosureSEC source: 0000034903-23-000068 · wk-form4_1701814920.xml · nonDerivative · entry 4 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Donald C. Wood Revocable Trust Disclosed balance after: 209,159 Read SEC document |
| December 04, 2023 Filed Dec 5, 2023 22:22 UTC |
WOOD DONALD CDirector · Chief Executive Officer
|
SaleCommon Shares of Beneficial Interest | 271 | $99.90 | $27,072.90 |
DisclosureSEC source: 0000034903-23-000068 · wk-form4_1701814920.xml · nonDerivative · entry 3 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Donald C. Wood Revocable Trust Disclosed balance after: 209,259 Read SEC document |
| December 04, 2023 Filed Dec 5, 2023 22:22 UTC |
WOOD DONALD CDirector · Chief Executive Officer
|
SaleCommon Shares of Beneficial Interest | 29 | $99.91 | $2,897.39 |
DisclosureSEC source: 0000034903-23-000068 · wk-form4_1701814920.xml · nonDerivative · entry 2 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Donald C. Wood Revocable Trust Disclosed balance after: 209,530 Read SEC document |
| December 04, 2023 Filed Dec 5, 2023 22:22 UTC |
WOOD DONALD CDirector · Chief Executive Officer
|
SaleCommon Shares of Beneficial Interest | 45 | $99.99 | $4,499.55 |
DisclosureSEC source: 0000034903-23-000068 · wk-form4_1701814920.xml · nonDerivative · entry 1 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Donald C. Wood Revocable Trust Disclosed balance after: 209,559 Read SEC document |
| November 29, 2023 Filed Nov 30, 2023 21:32 UTC |
BERKES JEFFREY SPresident and COO
|
SaleCommon Shares of Beneficial Interest | 4,870 | $94.86 | $461,968.20 |
DisclosureSEC source: 0000034903-23-000066 · wk-form4_1701379938.xml · nonDerivative · entry 1 BERKES JEFFREY S · CIK 0001208515 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,470 Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 12:49 UTC |
Guglielmone DanielEVP-CFO and Treasurer
|
Tax withholdingCommon Shares of Beneficial Interest | 432 | $99.25 | $42,876.00 |
DisclosureSEC source: 0000034903-23-000058 · wk-form4_1692276586.xml · nonDerivative · entry 1 Guglielmone Daniel · CIK 0001681724 · EVP-CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,523 F1 · shares: Reflects common shares surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted shares. Read SEC document |
| August 03, 2023 Filed Aug 7, 2023 12:50 UTC |
Guglielmone DanielEVP-CFO and Treasurer
|
Tax withholdingCommon Shares of Beneficial Interest | 827 | $102.63 | $84,875.01 |
DisclosureSEC source: 0000034903-23-000056 · wk-form4_1691412611.xml · nonDerivative · entry 1 Guglielmone Daniel · CIK 0001681724 · EVP-CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,955 F1 · shares: Reflects common shares surrendered to the Issurer to satisfy tax withholding obligations in connection with the vesting of restricted shares. Read SEC document |
| June 09, 2023 Filed Jun 12, 2023 12:36 UTC |
WOOD DONALD CDirector · Chief Executive Officer
|
GiftCommon Shares of Beneficial Interest | 16,929 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-23-000047 · wk-form4_1686573374.xml · nonDerivative · entry 6 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Great Falls Trust Disclosed balance after: 36,929 F1 · ownership.direct: In connection with estate planning, Mr. Wood gifted (1) 27,714 shares he owns directly to his revocable trust and as sole trustee and beneficiary of the revocable trust, retains sole control of these shares; and (2) 16,929 shares from Mr. Wood's revocable trust to his wife, Stacey Wood, who in turn gifted the same shares to the Great Falls Trust. Mr. Wood retains sole control over these shares as he is the sole trustee and his wife and children are the beneficiaries of the Great Falls Trust . Read SEC document |
| June 09, 2023 Filed Jun 12, 2023 12:36 UTC |
WOOD DONALD CDirector · Chief Executive Officer
|
GiftCommon Shares of Beneficial Interest | 16,929 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-23-000047 · wk-form4_1686573374.xml · nonDerivative · entry 5 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Stacey Wood Disclosed balance after: 0 F1 · ownership.direct: In connection with estate planning, Mr. Wood gifted (1) 27,714 shares he owns directly to his revocable trust and as sole trustee and beneficiary of the revocable trust, retains sole control of these shares; and (2) 16,929 shares from Mr. Wood's revocable trust to his wife, Stacey Wood, who in turn gifted the same shares to the Great Falls Trust. Mr. Wood retains sole control over these shares as he is the sole trustee and his wife and children are the beneficiaries of the Great Falls Trust . Read SEC document |
| June 09, 2023 Filed Jun 12, 2023 12:36 UTC |
WOOD DONALD CDirector · Chief Executive Officer
|
GiftCommon Shares of Beneficial Interest | 16,929 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-23-000047 · wk-form4_1686573374.xml · nonDerivative · entry 4 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Stacey Wood Disclosed balance after: 16,929 F1 · ownership.direct: In connection with estate planning, Mr. Wood gifted (1) 27,714 shares he owns directly to his revocable trust and as sole trustee and beneficiary of the revocable trust, retains sole control of these shares; and (2) 16,929 shares from Mr. Wood's revocable trust to his wife, Stacey Wood, who in turn gifted the same shares to the Great Falls Trust. Mr. Wood retains sole control over these shares as he is the sole trustee and his wife and children are the beneficiaries of the Great Falls Trust . Read SEC document |
| June 09, 2023 Filed Jun 12, 2023 12:36 UTC |
WOOD DONALD CDirector · Chief Executive Officer
|
GiftCommon Shares of Beneficial Interest | 16,929 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-23-000047 · wk-form4_1686573374.xml · nonDerivative · entry 3 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Donald C. Wood Revocable Trust Disclosed balance after: 209,604 F1 · ownership.direct: In connection with estate planning, Mr. Wood gifted (1) 27,714 shares he owns directly to his revocable trust and as sole trustee and beneficiary of the revocable trust, retains sole control of these shares; and (2) 16,929 shares from Mr. Wood's revocable trust to his wife, Stacey Wood, who in turn gifted the same shares to the Great Falls Trust. Mr. Wood retains sole control over these shares as he is the sole trustee and his wife and children are the beneficiaries of the Great Falls Trust . Read SEC document |
| June 09, 2023 Filed Jun 12, 2023 12:36 UTC |
WOOD DONALD CDirector · Chief Executive Officer
|
GiftCommon Shares of Beneficial Interest | 27,714 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-23-000047 · wk-form4_1686573374.xml · nonDerivative · entry 2 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Donald C. Wood Revocable Trust Disclosed balance after: 226,533 F1 · ownership.direct: In connection with estate planning, Mr. Wood gifted (1) 27,714 shares he owns directly to his revocable trust and as sole trustee and beneficiary of the revocable trust, retains sole control of these shares; and (2) 16,929 shares from Mr. Wood's revocable trust to his wife, Stacey Wood, who in turn gifted the same shares to the Great Falls Trust. Mr. Wood retains sole control over these shares as he is the sole trustee and his wife and children are the beneficiaries of the Great Falls Trust . Read SEC document |
| June 09, 2023 Filed Jun 12, 2023 12:36 UTC |
WOOD DONALD CDirector · Chief Executive Officer
|
GiftCommon Shares of Beneficial Interest | 27,714 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-23-000047 · wk-form4_1686573374.xml · nonDerivative · entry 1 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,353 F1 · ownership.direct: In connection with estate planning, Mr. Wood gifted (1) 27,714 shares he owns directly to his revocable trust and as sole trustee and beneficiary of the revocable trust, retains sole control of these shares; and (2) 16,929 shares from Mr. Wood's revocable trust to his wife, Stacey Wood, who in turn gifted the same shares to the Great Falls Trust. Mr. Wood retains sole control over these shares as he is the sole trustee and his wife and children are the beneficiaries of the Great Falls Trust . Read SEC document |
| February 14, 2023 Filed Feb 14, 2023 22:21 UTC |
WOOD DONALD CDirector · Chief Executive Officer
|
SaleCommon Shares of Beneficial Interest | 1,891 | $112.21 | $212,195.73 |
DisclosureSEC source: 0000034903-23-000037 · wf-form4_167641324539247.xml · nonDerivative · entry 3 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Donald C. Wood Revocable Trust Disclosed balance after: 198,819 F3 · kind: The price reported represents the weighted average sale price of the shares disposed of. The actual sale prices ranged from $112.06 to $112.28. 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 a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 13, 2023 Filed Feb 14, 2023 22:21 UTC |
WOOD DONALD CDirector · Chief Executive Officer
|
SaleCommon Shares of Beneficial Interest | 10,000 | $111.24 | $1,112,352.00 |
DisclosureSEC source: 0000034903-23-000037 · wf-form4_167641324539247.xml · nonDerivative · entry 2 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Donald C. Wood Revocable Trust Disclosed balance after: 200,710 F2 · kind: The price reported represents the weighted average sale price of the shares disposed of. The actual sale prices ranged from $111.00 to $111.60. 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 a security holder of the Issuer, full information regarding the number of shares sold at each separate price. 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.