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LINE

Lineage, Inc.

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3539
SEC CIK
0001868159
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115

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9 purchase rows · 0 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
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MonthPurchasesSales
Nov 202550
Dec 202500
Jan 202600
Feb 202600
Mar 202620
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202620
Sep 202600
Oct 202600

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
November 10, 2025 Filed Nov 12, 2025 22:43 UTC
LeMasters Robb A.Chief Financial Officer
GrantLTIP Units · Derivative 40,569 $0.00 $0.00
Disclosure

SEC source: 0001645808-25-000006 · wk-form4_1762987436.xml · derivative · entry 1

LeMasters Robb A. · CIK 0001645808 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,569

Underlying: Common Stock · 40,569 shares

Expires not disclosed

F1 · derivative.exercise_price: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on November 10, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F2 · derivative.exercise_price: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, Shares, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

F1 · price: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on November 10, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F2 · price: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, Shares, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

F1 · derivative.exercise_date: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on November 10, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F2 · derivative.exercise_date: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, Shares, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

F1 · derivative.expiration_date: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on November 10, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F2 · derivative.expiration_date: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, Shares, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

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November 10, 2025 Filed Nov 12, 2025 22:51 UTC
Forste Adam Matthew SchwartzDirector · Co-Executive Chairman · 10% owner
PurchaseCommon Stock 74,000 $33.83 $2,503,249.80
Disclosure

SEC source: 0002018838-25-000004 · wk-form4_1762987888.xml · nonDerivative · entry 1

Forste Adam Matthew Schwartz · CIK 0002018838 · Director · Co-Executive Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 109,266

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $33.54 to $34.28, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote.

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November 10, 2025 Filed Nov 12, 2025 22:41 UTC
Burlage KellyChief Human Resources Officer
GrantLTIP Units · Derivative 4,442 $0.00 $0.00
Disclosure

SEC source: 0002094217-25-000004 · wk-form4_1762987298.xml · derivative · entry 2

Burlage Kelly · CIK 0002094217 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,442

Underlying: Common Stock · 4,442 shares

Expires not disclosed

F2 · derivative.exercise_price: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on November 10, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F3 · derivative.exercise_price: (Continued from footnote 2) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, shares of common stock, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

F2 · price: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on November 10, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F3 · price: (Continued from footnote 2) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, shares of common stock, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

F2 · derivative.exercise_date: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on November 10, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F3 · derivative.exercise_date: (Continued from footnote 2) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, shares of common stock, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

F2 · derivative.expiration_date: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on November 10, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F3 · derivative.expiration_date: (Continued from footnote 2) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, shares of common stock, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

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November 10, 2025 Filed Nov 12, 2025 22:41 UTC
Burlage KellyChief Human Resources Officer
GrantCommon Stock 4,442 $0.00 $0.00
Disclosure

SEC source: 0002094217-25-000004 · wk-form4_1762987298.xml · nonDerivative · entry 1

Burlage Kelly · CIK 0002094217 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,068.16

F1 · security: Represents the grant of time-based restricted stock units ("RSUs"), which are contingent rights to receive shares of common stock ("Shares") on a one-for-one basis and which vest in equal annual installments as to 1/3 of the RSUs on each of November 10, 2026, 2027, 2028, subject to continued service with the Issuer through such dates.

F1 · price: Represents the grant of time-based restricted stock units ("RSUs"), which are contingent rights to receive shares of common stock ("Shares") on a one-for-one basis and which vest in equal annual installments as to 1/3 of the RSUs on each of November 10, 2026, 2027, 2028, subject to continued service with the Issuer through such dates.

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November 07, 2025 Filed Nov 10, 2025 17:09 UTC
BG Lineage Holdings, LLCDirector · 10% owner
OtherCommon Stock 1,058,328.2 Not disclosed Not disclosed
Disclosure

SEC source: 0001539671-25-000004 · wk-form4_1762812593.xml · nonDerivative · entry 1

BG Lineage Holdings, LLC · CIK 0001539671 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 155,543,624.6

F1 · kind: Represents the distribution of shares of common stock to members of BG Lineage Holdings, LLC in accordance with their respective pecuniary interests, for no consideration.

F1 · price: Represents the distribution of shares of common stock to members of BG Lineage Holdings, LLC in accordance with their respective pecuniary interests, for no consideration.

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November 07, 2025 Filed Nov 10, 2025 22:16 UTC
Crisci RobertChief Financial Officer
PurchaseCommon Stock 10,000 $34.56 $345,630.00
Disclosure

SEC source: 0001699417-25-000004 · wk-form4_1762812961.xml · nonDerivative · entry 1

Crisci Robert · CIK 0001699417 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 107,859

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in transactions at prices ranging from $34.36 to $34.63, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote.

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August 19, 2025 Filed Aug 20, 2025 21:07 UTC
Marchetti Kevin PatrickDirector · Co-Executive Chairman · 10% owner
PurchaseCommon Stock 12,345 $40.44 $499,254.02
Disclosure

SEC source: 0002021239-25-000004 · wk-form4_1755724068.xml · nonDerivative · entry 1

Marchetti Kevin Patrick · CIK 0002021239 · Director · Co-Executive Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,668

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $40.42 to $40.50 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote.

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August 08, 2025 Filed Aug 11, 2025 21:22 UTC
Marchetti Kevin PatrickDirector · CO-EXECUTIVE CHAIRMAN · 10% owner
PurchaseCommon Stock 6,331 $42.89 $271,534.06
Disclosure

SEC source: 0000950170-25-106683 · ownership.xml · nonDerivative · entry 2

Marchetti Kevin Patrick · CIK 0002021239 · Director · CO-EXECUTIVE CHAIRMAN · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,323

F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $42.71 to $43.29 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote.

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August 08, 2025 Filed Aug 11, 2025 21:22 UTC
Marchetti Kevin PatrickDirector · CO-EXECUTIVE CHAIRMAN · 10% owner
PurchaseCommon Stock 17,209 $42.05 $723,681.47
Disclosure

SEC source: 0000950170-25-106683 · ownership.xml · nonDerivative · entry 1

Marchetti Kevin Patrick · CIK 0002021239 · Director · CO-EXECUTIVE CHAIRMAN · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,992

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $41.71 to $42.70 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote.

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August 08, 2025 Filed Aug 11, 2025 21:34 UTC PurchaseCommon Stock 3,563 $42.45 $151,238.30
Disclosure

SEC source: 0001868159-25-000097 · wk-form4_1754948078.xml · nonDerivative · entry 1

Thattai Sudarsan V · CIK 0002018599 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,983

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in transactions at prices ranging from $42.4450 to $42.4796, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote.

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August 05, 2025 Filed Aug 6, 2025 16:42 UTC
BG Lineage Holdings, LLCDirector · 10% owner
OtherCommon Stock 614,353.51 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-104168 · ownership.xml · nonDerivative · entry 1

BG Lineage Holdings, LLC · CIK 0001539671 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 156,601,952.79

F1 · kind: Represents the distribution of shares of common stock to members of BG Lineage Holdings, LLC in accordance with their respective pecuniary interests, for no consideration.

F1 · price: Represents the distribution of shares of common stock to members of BG Lineage Holdings, LLC in accordance with their respective pecuniary interests, for no consideration.

Read SEC document
June 18, 2025 Filed Jun 20, 2025 21:18 UTC GrantCommon Stock 4,490 $0.00 $0.00
Disclosure

SEC source: 0001868159-25-000082 · wk-form4_1750454308.xml · nonDerivative · entry 1

Turner Michael John · CIK 0002021332 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,122

F1 · security: Represents the grant of time-based restricted stock units ("RSUs"), which are contingent rights to receive shares of common stock on a one-for-one basis and which vest in full on the earlier to occur of (i) June 18, 2026, and (ii) the date of the next annual meeting of the Company's stockholders following June 18, 2025, subject to continued service with the Issuer through such applicable date.

F1 · price: Represents the grant of time-based restricted stock units ("RSUs"), which are contingent rights to receive shares of common stock on a one-for-one basis and which vest in full on the earlier to occur of (i) June 18, 2026, and (ii) the date of the next annual meeting of the Company's stockholders following June 18, 2025, subject to continued service with the Issuer through such applicable date.

Read SEC document
June 18, 2025 Filed Jun 20, 2025 21:16 UTC GrantCommon Stock 4,490 $0.00 $0.00
Disclosure

SEC source: 0001868159-25-000080 · wk-form4_1750454196.xml · nonDerivative · entry 1

Falotico Nancy Joy · CIK 0001684665 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,027

F1 · security: Represents the grant of time-based restricted stock units ("RSUs"), which are contingent rights to receive shares of common stock on a one-for-one basis and which vest in full on the earlier to occur of (i) June 18, 2026, and (ii) the date of the next annual meeting of the Company's stockholders following June 18, 2025, subject to continued service with the Issuer through such applicable date.

F1 · price: Represents the grant of time-based restricted stock units ("RSUs"), which are contingent rights to receive shares of common stock on a one-for-one basis and which vest in full on the earlier to occur of (i) June 18, 2026, and (ii) the date of the next annual meeting of the Company's stockholders following June 18, 2025, subject to continued service with the Issuer through such applicable date.

Read SEC document
June 18, 2025 Filed Jun 20, 2025 21:21 UTC GrantCommon Stock 4,490 $0.00 $0.00
Disclosure

SEC source: 0001868159-25-000086 · wk-form4_1750454506.xml · nonDerivative · entry 1

ARCHAMBEAU SHELLYE L · CIK 0001191713 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,622

F1 · security: Represents the grant of time-based restricted stock units ("RSUs"), which are contingent rights to receive shares of common stock on a one-for-one basis and which vest in full on the earlier to occur of (i) June 18, 2026, and (ii) the date of the next annual meeting of the Company's stockholders following June 18, 2025, subject to continued service with the Issuer through such applicable date.

F1 · price: Represents the grant of time-based restricted stock units ("RSUs"), which are contingent rights to receive shares of common stock on a one-for-one basis and which vest in full on the earlier to occur of (i) June 18, 2026, and (ii) the date of the next annual meeting of the Company's stockholders following June 18, 2025, subject to continued service with the Issuer through such applicable date.

Read SEC document
June 18, 2025 Filed Jun 20, 2025 21:20 UTC GrantCommon Stock 4,490 $0.00 $0.00
Disclosure

SEC source: 0001868159-25-000084 · wk-form4_1750454407.xml · nonDerivative · entry 1

Wentworth Lynn A · CIK 0001386671 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,736

F1 · security: Represents the grant of time-based restricted stock units ("RSUs"), which are contingent rights to receive shares of common stock on a one-for-one basis and which vest in full on the earlier to occur of (i) June 18, 2026, and (ii) the date of the next annual meeting of the Company's stockholders following June 18, 2025, subject to continued service with the Issuer through such applicable date.

F1 · price: Represents the grant of time-based restricted stock units ("RSUs"), which are contingent rights to receive shares of common stock on a one-for-one basis and which vest in full on the earlier to occur of (i) June 18, 2026, and (ii) the date of the next annual meeting of the Company's stockholders following June 18, 2025, subject to continued service with the Issuer through such applicable date.

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May 09, 2025 Filed May 13, 2025 22:07 UTC
Marchetti Kevin PatrickDirector · CO-EXECUTIVE CHAIRMAN · 10% owner
PurchaseCommon Stock 11,050 $45.63 $504,187.19
Disclosure

SEC source: 0000950170-25-070621 · ownership.xml · nonDerivative · entry 1

Marchetti Kevin Patrick · CIK 0002021239 · Director · CO-EXECUTIVE CHAIRMAN · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,783

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $45.45 to $45.79, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote.

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May 08, 2025 Filed May 13, 2025 00:31 UTC
Forste Adam Matthew SchwartzDirector · CO-EXECUTIVE CHAIRMAN · 10% owner
PurchaseCommon Stock 10,949 $44.93 $491,921.05
Disclosure

SEC source: 0000950170-25-069614 · ownership.xml · nonDerivative · entry 1

Forste Adam Matthew Schwartz · CIK 0002018838 · Director · CO-EXECUTIVE CHAIRMAN · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,266

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $44.69 to $45, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote.

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May 06, 2025 Filed May 8, 2025 00:05 UTC
Marchetti Kevin PatrickDirector · CO-EXECUTIVE CHAIRMAN · 10% owner
PurchaseCommon Stock 11,500 $43.75 $503,074.40
Disclosure

SEC source: 0000950170-25-066172 · ownership.xml · nonDerivative · entry 1

Marchetti Kevin Patrick · CIK 0002021239 · Director · CO-EXECUTIVE CHAIRMAN · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,733

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $43.47 to $44.05, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote.

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May 05, 2025 Filed May 7, 2025 20:45 UTC PurchaseCommon Stock 4,420 $45.23 $199,907.76
Disclosure

SEC source: 0001868159-25-000065 · wk-form4_1746650727.xml · nonDerivative · entry 1

Thattai Sudarsan V · CIK 0002018599 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,420

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in transactions at prices ranging from $45.2264 to $45.229, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote.

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April 24, 2025 Filed Apr 28, 2025 20:44 UTC
Fleming Abigail SChief Accounting Officer
Tax withholdingCommon Stock 253 $56.54 $14,304.62
Disclosure

SEC source: 0001868159-25-000056 · wk-form4_1745873088.xml · nonDerivative · entry 1

Fleming Abigail S · CIK 0001820887 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,351

F1 · kind: Represents shares withheld by the Issuer in satisfaction of tax withholding obligations resulting from the vesting of restricted stock units.

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April 21, 2025 Filed May 9, 2025 21:12 UTC
Fleming Abigail SChief Accounting Officer
OtherCommon Stock 4.66 $53.83 $250.85
Disclosure

SEC source: 0001868159-25-000067 · wk-form4_1746825153.xml · nonDerivative · entry 3

Fleming Abigail S · CIK 0001820887 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,362.14

F1 · kind: Represents shares acquired through a broker dividend reinvestment program.

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April 17, 2025 Filed Apr 21, 2025 21:00 UTC
Smith Timothy ConradChief Commercial Officer
GrantLTIP Units · Derivative 11,447 $0.00 $0.00
Disclosure

SEC source: 0001868159-25-000038 · wk-form4_1745269224.xml · derivative · entry 1

Smith Timothy Conrad · CIK 0002019216 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,447

Underlying: Common Stock · 11,447 shares

Expires not disclosed

F1 · derivative.exercise_price: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F2 · derivative.exercise_price: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, shares of common stock, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

F1 · price: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F2 · price: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, shares of common stock, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

F1 · derivative.exercise_date: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F2 · derivative.exercise_date: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, shares of common stock, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

F1 · derivative.expiration_date: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F2 · derivative.expiration_date: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, shares of common stock, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

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April 17, 2025 Filed Apr 21, 2025 20:57 UTC GrantLTIP Units · Derivative 4,651 $0.00 $0.00
Disclosure

SEC source: 0001868159-25-000036 · wk-form4_1745269063.xml · derivative · entry 2

McGowan Brian Jeffrey · CIK 0002018508 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,651

Underlying: Common Stock · 4,651 shares

Expires not disclosed

F2 · derivative.exercise_price: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F3 · derivative.exercise_price: (Continued from footnote 2) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, Shares, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

F2 · price: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F3 · price: (Continued from footnote 2) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, Shares, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

F2 · derivative.exercise_date: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F3 · derivative.exercise_date: (Continued from footnote 2) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, Shares, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

F2 · derivative.expiration_date: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F3 · derivative.expiration_date: (Continued from footnote 2) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, Shares, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

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April 17, 2025 Filed Apr 21, 2025 20:57 UTC GrantCommon Stock 4,650 $0.00 $0.00
Disclosure

SEC source: 0001868159-25-000036 · wk-form4_1745269063.xml · nonDerivative · entry 1

McGowan Brian Jeffrey · CIK 0002018508 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,895

F1 · security: Represents the grant of time-based restricted stock units ("RSUs"), which are contingent rights to receive shares of common stock ("Shares") on a one-for-one basis and which vest in equal annual installments as to 1/3 of the RSUs on each of April 1, 2026, 2027, 2028, subject to continued service with the Issuer through such dates.

F1 · price: Represents the grant of time-based restricted stock units ("RSUs"), which are contingent rights to receive shares of common stock ("Shares") on a one-for-one basis and which vest in equal annual installments as to 1/3 of the RSUs on each of April 1, 2026, 2027, 2028, subject to continued service with the Issuer through such dates.

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April 17, 2025 Filed Apr 21, 2025 20:54 UTC
Bryan Gregory A.See Remarks.
GrantLTIP Units · Derivative 4,651 $0.00 $0.00
Disclosure

SEC source: 0001868159-25-000034 · wk-form4_1745268892.xml · derivative · entry 2

Bryan Gregory A. · CIK 0001490473 · See Remarks.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,651

Underlying: Common Stock · 4,651 shares

Expires not disclosed

F3 · derivative.exercise_price: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F4 · derivative.exercise_price: (Continued from footnote 3) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, Shares, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

F3 · price: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F4 · price: (Continued from footnote 3) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, Shares, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

F3 · derivative.exercise_date: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F4 · derivative.exercise_date: (Continued from footnote 3) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, Shares, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

F3 · derivative.expiration_date: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F4 · derivative.expiration_date: (Continued from footnote 3) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, Shares, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

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April 17, 2025 Filed Apr 21, 2025 20:54 UTC
Bryan Gregory A.See Remarks.
GrantCommon Stock 4,650 $0.00 $0.00
Disclosure

SEC source: 0001868159-25-000034 · wk-form4_1745268892.xml · nonDerivative · entry 1

Bryan Gregory A. · CIK 0001490473 · See Remarks.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,176

F1 · security: Represents the grant of time-based restricted stock units ("RSUs"), which are contingent rights to receive shares of common stock ("Shares") on a one-for-one basis and which vest in equal annual installments as to 1/3 of the RSUs on each of April 1, 2026, 2027, 2028, subject to continued service with the Issuer through such dates.

F1 · price: Represents the grant of time-based restricted stock units ("RSUs"), which are contingent rights to receive shares of common stock ("Shares") on a one-for-one basis and which vest in equal annual installments as to 1/3 of the RSUs on each of April 1, 2026, 2027, 2028, subject to continued service with the Issuer through such dates.

F2 · balance_after: Reflects the transfer of shares acquired in connection with the April 1, 2025 vesting of RSUs to the Reporting Person's ex-spouse pursuant to a domestic relations order.

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April 17, 2025 Filed Apr 21, 2025 21:10 UTC
Crisci RobertChief Financial Officer
GrantLTIP Units · Derivative 10,732 $0.00 $0.00
Disclosure

SEC source: 0001868159-25-000046 · wk-form4_1745269812.xml · derivative · entry 1

Crisci Robert · CIK 0001699417 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,732

Underlying: Common Stock · 10,732 shares

Expires not disclosed

F1 · derivative.exercise_price: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F2 · derivative.exercise_price: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, shares of common stock, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

F1 · price: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F2 · price: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, shares of common stock, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

F1 · derivative.exercise_date: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F2 · derivative.exercise_date: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, shares of common stock, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

F1 · derivative.expiration_date: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F2 · derivative.expiration_date: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, shares of common stock, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

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April 17, 2025 Filed Apr 21, 2025 21:12 UTC
Lehmkuhl GregDirector · President & CEO
GrantLTIP Units · Derivative 57,951 $0.00 $0.00
Disclosure

SEC source: 0001868159-25-000048 · wk-form4_1745269961.xml · derivative · entry 2

Lehmkuhl Greg · CIK 0001748303 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,951

Underlying: Common Stock · 57,951 shares

Expires not disclosed

F2 · derivative.exercise_price: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F3 · derivative.exercise_price: (Continued from footnote 2) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, Shares, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

F2 · price: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F3 · price: (Continued from footnote 2) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, Shares, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

F2 · derivative.exercise_date: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F3 · derivative.exercise_date: (Continued from footnote 2) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, Shares, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

F2 · derivative.expiration_date: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F3 · derivative.expiration_date: (Continued from footnote 2) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, Shares, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

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April 17, 2025 Filed Apr 21, 2025 21:12 UTC
Lehmkuhl GregDirector · President & CEO
GrantCommon Stock 57,950 $0.00 $0.00
Disclosure

SEC source: 0001868159-25-000048 · wk-form4_1745269961.xml · nonDerivative · entry 1

Lehmkuhl Greg · CIK 0001748303 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,950

F1 · security: Represents the grant of time-based restricted stock units ("RSUs"), which are contingent rights to receive shares of common stock ("Shares") on a one-for-one basis and which vest in equal annual installments as to 1/3 of the RSUs on each of April 1, 2026, 2027, 2028, subject to continued service with the Issuer through such dates.

F1 · price: Represents the grant of time-based restricted stock units ("RSUs"), which are contingent rights to receive shares of common stock ("Shares") on a one-for-one basis and which vest in equal annual installments as to 1/3 of the RSUs on each of April 1, 2026, 2027, 2028, subject to continued service with the Issuer through such dates.

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April 17, 2025 Filed Apr 21, 2025 21:08 UTC GrantLTIP Units · Derivative 17,886 $0.00 $0.00
Disclosure

SEC source: 0001868159-25-000044 · wk-form4_1745269674.xml · derivative · entry 1

Thattai Sudarsan V · CIK 0002018599 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,886

Underlying: Common Stock · 17,886 shares

Expires not disclosed

F1 · derivative.exercise_price: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026 , 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F2 · derivative.exercise_price: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, shares of common stock, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

F1 · price: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026 , 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F2 · price: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, shares of common stock, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

F1 · derivative.exercise_date: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026 , 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F2 · derivative.exercise_date: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, shares of common stock, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

F1 · derivative.expiration_date: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026 , 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F2 · derivative.expiration_date: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, shares of common stock, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

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April 17, 2025 Filed Apr 21, 2025 21:02 UTC
Vanderelzen Sean RobertChief Human Resources Officer
GrantCommon Stock 8,586 $0.00 $0.00
Disclosure

SEC source: 0001868159-25-000040 · wk-form4_1745269369.xml · nonDerivative · entry 1

Vanderelzen Sean Robert · CIK 0002018616 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,318

F1 · security: Represents the grant of time-based restricted stock units ("RSUs"), which are contingent rights to receive shares of common stock on a one-for-one basis and which vest in equal annual installments as to 1/3 of the RSUs on each of April 1, 2026, 2027, 2028, subject to continued service with the Issuer through such dates.

F1 · price: Represents the grant of time-based restricted stock units ("RSUs"), which are contingent rights to receive shares of common stock on a one-for-one basis and which vest in equal annual installments as to 1/3 of the RSUs on each of April 1, 2026, 2027, 2028, subject to continued service with the Issuer through such dates.

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April 17, 2025 Filed Apr 21, 2025 20:50 UTC
Matsler NatalieSee Remarks.
GrantLTIP Units · Derivative 7,155 $0.00 $0.00
Disclosure

SEC source: 0001868159-25-000032 · wk-form4_1745268647.xml · derivative · entry 1

Matsler Natalie · CIK 0002018544 · See Remarks.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,155

Underlying: Common Stock · 7,155 shares

Expires not disclosed

F1 · derivative.exercise_price: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F2 · derivative.exercise_price: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, shares of common stock, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

F1 · price: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F2 · price: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, shares of common stock, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

F1 · derivative.exercise_date: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F2 · derivative.exercise_date: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, shares of common stock, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

F1 · derivative.expiration_date: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F2 · derivative.expiration_date: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, shares of common stock, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

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April 17, 2025 Filed Apr 21, 2025 21:05 UTC GrantLTIP Units · Derivative 17,886 $0.00 $0.00
Disclosure

SEC source: 0001868159-25-000042 · wk-form4_1745269534.xml · derivative · entry 1

Rivera Jeffrey Alvarez · CIK 0002018532 · See Remarks.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,886

Underlying: Common Stock · 17,886 shares

Expires not disclosed

F1 · derivative.exercise_price: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F2 · derivative.exercise_price: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, shares of common stock, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

F1 · price: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F2 · price: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, shares of common stock, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

F1 · derivative.exercise_date: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F2 · derivative.exercise_date: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, shares of common stock, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

F1 · derivative.expiration_date: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F2 · derivative.expiration_date: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, shares of common stock, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

Read SEC document
April 01, 2025 Filed Apr 2, 2025 21:35 UTC
Bryan Gregory A.See Remarks.
Tax withholdingCommon Stock 2,242 $58.63 $131,448.46
Disclosure

SEC source: 0001868159-25-000018 · wk-form4_1743629734.xml · nonDerivative · entry 1

Bryan Gregory A. · CIK 0001490473 · See Remarks.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,789

F1 · kind: Represents shares withheld by the Issuer in satisfaction of tax withholding obligations resulting from the vesting of restricted stock units.

Read SEC document
April 01, 2025 Filed Apr 2, 2025 21:41 UTC
Crisci RobertChief Financial Officer
GrantCommon Stock 87,859 $0.00 $0.00
Disclosure

SEC source: 0001868159-25-000024 · wk-form4_1743630077.xml · nonDerivative · entry 1

Crisci Robert · CIK 0001699417 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 97,859

F1 · security: Represents the grant of time-based restricted stock units ("RSUs"), which are contingent rights to receive Shares on a one-for-one basis and which vest in equal annual installments as to 1/2 of the RSUs on each of April 1, 2026 and 2027, subject to continued service with the Issuer through such dates.

F1 · price: Represents the grant of time-based restricted stock units ("RSUs"), which are contingent rights to receive Shares on a one-for-one basis and which vest in equal annual installments as to 1/2 of the RSUs on each of April 1, 2026 and 2027, subject to continued service with the Issuer through such dates.

Read SEC document
April 01, 2025 Filed Apr 2, 2025 21:39 UTC
Fleming Abigail SChief Accounting Officer
GrantCommon Stock 2,812 $0.00 $0.00
Disclosure

SEC source: 0001868159-25-000022 · wk-form4_1743629980.xml · nonDerivative · entry 1

Fleming Abigail S · CIK 0001820887 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,604

F1 · security: Represents the grant of time-based restricted stock units ("RSUs"), which are contingent rights to receive Shares on a one-for-one basis and which vest in equal annual installments as to 1/3 of the RSUs on each of April 1, 2026, 2027, 2028, subject to continued service with the Issuer through such dates.

F1 · price: Represents the grant of time-based restricted stock units ("RSUs"), which are contingent rights to receive Shares on a one-for-one basis and which vest in equal annual installments as to 1/3 of the RSUs on each of April 1, 2026, 2027, 2028, subject to continued service with the Issuer through such dates.

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April 01, 2025 Filed Apr 2, 2025 21:37 UTC
Vanderelzen Sean RobertChief Human Resources Officer
Tax withholdingCommon Stock 3,267 $58.63 $191,544.21
Disclosure

SEC source: 0001868159-25-000020 · wk-form4_1743629852.xml · nonDerivative · entry 1

Vanderelzen Sean Robert · CIK 0002018616 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,732

F1 · kind: Represents shares withheld by the Issuer in satisfaction of tax withholding obligations resulting from the vesting of restricted stock units.

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March 11, 2025 Filed Mar 12, 2025 21:41 UTC
Marchetti Kevin PatrickDirector · CO-EXECUTIVE CHAIRMAN · 10% owner
GiftCommon Stock 16,394 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-038151 · ownership.xml · nonDerivative · entry 1

Marchetti Kevin Patrick · CIK 0002021239 · Director · CO-EXECUTIVE CHAIRMAN · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · by KPM Cold Storage

Disclosed balance after: 173,768

F1 · kind: Represents charitable gift.

F2 · ownership.direct: Mr. Marchetti has sole power to vote and dispose of these Shares, but disclaims beneficial ownership of these Shares except to the extent of any pecuniary interest therein.

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February 28, 2025 Filed Mar 3, 2025 22:15 UTC
Marchetti Kevin PatrickDirector · CO-EXECUTIVE CHAIRMAN · 10% owner
PurchaseCommon Stock 400 $61.08 $24,432.56
Disclosure

SEC source: 0000950170-25-031045 · ownership.xml · nonDerivative · entry 2

Marchetti Kevin Patrick · CIK 0002021239 · Director · CO-EXECUTIVE CHAIRMAN · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,233

F2 · price: The price reported is a weighted average price. The Shares were purchased in multiple transactions at prices ranging from $61.01 to $61.12, inclusive. Mr. Marchetti undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of Shares purchased at each separate price within the ranges set forth in this footnote.

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February 28, 2025 Filed Mar 3, 2025 22:15 UTC
Marchetti Kevin PatrickDirector · CO-EXECUTIVE CHAIRMAN · 10% owner
PurchaseCommon Stock 15,833 $60.49 $957,796.75
Disclosure

SEC source: 0000950170-25-031045 · ownership.xml · nonDerivative · entry 1

Marchetti Kevin Patrick · CIK 0002021239 · Director · CO-EXECUTIVE CHAIRMAN · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,833

F1 · price: The price reported is a weighted average price. The shares of common stock of Lineage, Inc. ("Shares") were purchased in multiple transactions at prices ranging from $59.97 to $60.97, inclusive. Mr. Marchetti undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of Shares purchased at each separate price within the ranges set forth in this footnote.

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February 28, 2025 Filed Mar 3, 2025 22:18 UTC
Forste Adam Matthew SchwartzDirector · CO-EXECUTIVE CHAIRMAN · 10% owner
PurchaseCommon Stock 3,448 $60.93 $210,086.64
Disclosure

SEC source: 0000950170-25-031053 · ownership.xml · nonDerivative · entry 2

Forste Adam Matthew Schwartz · CIK 0002018838 · Director · CO-EXECUTIVE CHAIRMAN · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,317

F2 · price: The price reported is a weighted average price. The Shares were purchased in multiple transactions at prices ranging from $60.89 to $61.13, inclusive. Mr. Forste undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of Shares purchased at each separate price within the ranges set forth in this footnote.

Read SEC document
February 28, 2025 Filed Mar 3, 2025 22:18 UTC
Forste Adam Matthew SchwartzDirector · CO-EXECUTIVE CHAIRMAN · 10% owner
PurchaseCommon Stock 20,869 $60.43 $1,261,057.32
Disclosure

SEC source: 0000950170-25-031053 · ownership.xml · nonDerivative · entry 1

Forste Adam Matthew Schwartz · CIK 0002018838 · Director · CO-EXECUTIVE CHAIRMAN · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,869

F1 · price: The price reported is a weighted average price. The shares of common stock of Lineage, Inc. ("Shares") were purchased in multiple transactions at prices ranging from $59.86 to $60.86, inclusive. Mr. Forste undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of Shares purchased at each separate price within the ranges set forth in this footnote.

Read SEC document
January 21, 2025 Filed May 9, 2025 21:12 UTC
Fleming Abigail SChief Accounting Officer
OtherCommon Stock 4.16 $59.71 $248.39
Disclosure

SEC source: 0001868159-25-000067 · wk-form4_1746825153.xml · nonDerivative · entry 2

Fleming Abigail S · CIK 0001820887 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,357.48

F1 · kind: Represents shares acquired through a broker dividend reinvestment program.

Read SEC document
January 01, 2025 Filed Jan 3, 2025 22:10 UTC
Vanderelzen Sean RobertChief Human Resources Officer
GrantLTIP Units · Derivative 17,074 $0.00 $0.00
Disclosure

SEC source: 0001868159-25-000003 · wk-form4_1735942253.xml · derivative · entry 1

Vanderelzen Sean Robert · CIK 0002018616 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,074

Underlying: Common Stock · 17,074 shares

Expires not disclosed

F1 · derivative.exercise_price: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/2 of the LTIP Units on January 1, 2026 and January 1, 2027, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F2 · derivative.exercise_price: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, Shares, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

F1 · price: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/2 of the LTIP Units on January 1, 2026 and January 1, 2027, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F2 · price: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, Shares, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

F1 · derivative.exercise_date: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/2 of the LTIP Units on January 1, 2026 and January 1, 2027, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F2 · derivative.exercise_date: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, Shares, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

F1 · derivative.expiration_date: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/2 of the LTIP Units on January 1, 2026 and January 1, 2027, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),

F2 · derivative.expiration_date: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, Shares, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.

Read SEC document
November 04, 2024 Filed Nov 6, 2024 17:12 UTC
BG Lineage Holdings, LLCDirector · 10% owner
OtherCommon Stock 221,821 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-122465 · ownership.xml · nonDerivative · entry 1

BG Lineage Holdings, LLC · CIK 0001539671 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 157,216,306.3

F1 · kind: Represents the distribution of shares of common stock to the members of BG Lineage Holdings, LLC in accordance with their respective pecuniary interests, for no consideration.

F1 · price: Represents the distribution of shares of common stock to the members of BG Lineage Holdings, LLC in accordance with their respective pecuniary interests, for no consideration.

Read SEC document
October 21, 2024 Filed May 9, 2025 21:12 UTC
Fleming Abigail SChief Accounting Officer
OtherCommon Stock 2.32 $76.99 $178.62
Disclosure

SEC source: 0001868159-25-000067 · wk-form4_1746825153.xml · nonDerivative · entry 1

Fleming Abigail S · CIK 0001820887 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,353.32

F1 · kind: Represents shares acquired through a broker dividend reinvestment program.

Read SEC document
August 26, 2024 Filed Aug 27, 2024 23:23 UTC
BG Cold, LLCDirector · 10% owner
Forste Adam Matthew SchwartzDirector · CO-EXECUTIVE CHAIRMAN · 10% owner
Marchetti Kevin PatrickDirector · CO-EXECUTIVE CHAIRMAN · 10% owner
OtherPartnership Common Units · Derivative 54,123 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-101173 · ownership.xml · derivative · entry 7

BG Cold, LLC · CIK 0002021154 · Director · 10% owner

Forste Adam Matthew Schwartz · CIK 0002018838 · Director · CO-EXECUTIVE CHAIRMAN · 10% owner

Marchetti Kevin Patrick · CIK 0002021239 · Director · CO-EXECUTIVE CHAIRMAN · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 54,123 shares

Expires not disclosed

F8 · derivative.exercise_price: Partnership Common Units may be redeemed at the election of the holder for cash, or at the election of the Issuer, Shares. Partnership Common Units are fully vested and do not have an expiration date.

F9 · kind: Represents the distribution of OP Units received upon the Reclassification of Legacy A Units C-Piece Sub Unit held by BG Cold to the members of BG Cold in accordance with their respective pecuniary interests, for no consideration.

F9 · price: Represents the distribution of OP Units received upon the Reclassification of Legacy A Units C-Piece Sub Unit held by BG Cold to the members of BG Cold in accordance with their respective pecuniary interests, for no consideration.

F8 · derivative.exercise_date: Partnership Common Units may be redeemed at the election of the holder for cash, or at the election of the Issuer, Shares. Partnership Common Units are fully vested and do not have an expiration date.

F8 · derivative.expiration_date: Partnership Common Units may be redeemed at the election of the holder for cash, or at the election of the Issuer, Shares. Partnership Common Units are fully vested and do not have an expiration date.

Read SEC document
August 26, 2024 Filed Aug 27, 2024 23:23 UTC
BG Cold, LLCDirector · 10% owner
Forste Adam Matthew SchwartzDirector · CO-EXECUTIVE CHAIRMAN · 10% owner
Marchetti Kevin PatrickDirector · CO-EXECUTIVE CHAIRMAN · 10% owner
Exercise / conversionPartnership Common Units · Derivative 54,123 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-101173 · ownership.xml · derivative · entry 6

BG Cold, LLC · CIK 0002021154 · Director · 10% owner

Forste Adam Matthew Schwartz · CIK 0002018838 · Director · CO-EXECUTIVE CHAIRMAN · 10% owner

Marchetti Kevin Patrick · CIK 0002021239 · Director · CO-EXECUTIVE CHAIRMAN · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,123

Underlying: Common Stock · 54,123 shares

Expires not disclosed

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.

F8 · derivative.exercise_price: Partnership Common Units may be redeemed at the election of the holder for cash, or at the election of the Issuer, Shares. Partnership Common Units are fully vested and do not have an expiration date.

F7 · kind: Represents the reclassification of Legacy Class A Units C-Piece Sub Unit to Partnership Common Units, and includes the reclassification of Legacy Class A Units C-Piece Sub Unit that were previously reported as indirectly held by Mr. Marchetti and Mr. Forste through BG Cold and that represent Mr. Marchetti's and Mr. Forste's respective reportable interests in such securities, as set forth in footnotes 3 and 4, respectively (the "Reclassification").

F7 · price: Represents the reclassification of Legacy Class A Units C-Piece Sub Unit to Partnership Common Units, and includes the reclassification of Legacy Class A Units C-Piece Sub Unit that were previously reported as indirectly held by Mr. Marchetti and Mr. Forste through BG Cold and that represent Mr. Marchetti's and Mr. Forste's respective reportable interests in such securities, as set forth in footnotes 3 and 4, respectively (the "Reclassification").

F8 · derivative.exercise_date: Partnership Common Units may be redeemed at the election of the holder for cash, or at the election of the Issuer, Shares. Partnership Common Units are fully vested and do not have an expiration date.

F8 · derivative.expiration_date: Partnership Common Units may be redeemed at the election of the holder for cash, or at the election of the Issuer, Shares. Partnership Common Units are fully vested and do not have an expiration date.

Read SEC document
August 26, 2024 Filed Aug 27, 2024 23:23 UTC
BG Cold, LLCDirector · 10% owner
Forste Adam Matthew SchwartzDirector · CO-EXECUTIVE CHAIRMAN · 10% owner
Marchetti Kevin PatrickDirector · CO-EXECUTIVE CHAIRMAN · 10% owner
Exercise / conversionLegacy Class A Units · Derivative 54,123 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-101173 · ownership.xml · derivative · entry 5

BG Cold, LLC · CIK 0002021154 · Director · 10% owner

Forste Adam Matthew Schwartz · CIK 0002018838 · Director · CO-EXECUTIVE CHAIRMAN · 10% owner

Marchetti Kevin Patrick · CIK 0002021239 · Director · CO-EXECUTIVE CHAIRMAN · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,535,657.17

Underlying: Common Stock · 54,123 shares

Expires not disclosed

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.

F5 · derivative.exercise_price: Legacy Class A Units ("Legacy Class A Units") are vested units of partnership interests in Lineage OP, LP (the "Operating Partnership"), comprised of two-sub units that are legally separate interests, the A-Piece Sub Unit and C-Piece Sub Unit, as designated under the Partnership Agreement of the Operating Partnership, which share in the total outstanding Legacy Class A Units based on historical profit sharing arrangements among these investors. Represents the updated maximum number of Partnership Common Units (which are units of partnership interest in the Operating Partnership as designated under the Partnership Agreement ("Partnership Common Units"), and by virtue of the redemption rights of holders of Partnership Common Units, Shares, into which the C-Piece Sub Unit of the Legacy Class A Units held by BG Cold can be reclassified to Partnership Common Units based on the terms of the Partnership Agreement, after giving effect to the Reclassification (defined below).

F6 · derivative.exercise_price: (Continued from footnote 5) Reclassification of Legacy Class A Units to Partnership Common Units will occur from time to time before the third anniversary of the closing of the Issuer's initial public offering, with any reported Legacy Class A Units remaining after such three-year period forfeited for no consideration.

F7 · kind: Represents the reclassification of Legacy Class A Units C-Piece Sub Unit to Partnership Common Units, and includes the reclassification of Legacy Class A Units C-Piece Sub Unit that were previously reported as indirectly held by Mr. Marchetti and Mr. Forste through BG Cold and that represent Mr. Marchetti's and Mr. Forste's respective reportable interests in such securities, as set forth in footnotes 3 and 4, respectively (the "Reclassification").

F7 · price: Represents the reclassification of Legacy Class A Units C-Piece Sub Unit to Partnership Common Units, and includes the reclassification of Legacy Class A Units C-Piece Sub Unit that were previously reported as indirectly held by Mr. Marchetti and Mr. Forste through BG Cold and that represent Mr. Marchetti's and Mr. Forste's respective reportable interests in such securities, as set forth in footnotes 3 and 4, respectively (the "Reclassification").

F5 · derivative.exercise_date: Legacy Class A Units ("Legacy Class A Units") are vested units of partnership interests in Lineage OP, LP (the "Operating Partnership"), comprised of two-sub units that are legally separate interests, the A-Piece Sub Unit and C-Piece Sub Unit, as designated under the Partnership Agreement of the Operating Partnership, which share in the total outstanding Legacy Class A Units based on historical profit sharing arrangements among these investors. Represents the updated maximum number of Partnership Common Units (which are units of partnership interest in the Operating Partnership as designated under the Partnership Agreement ("Partnership Common Units"), and by virtue of the redemption rights of holders of Partnership Common Units, Shares, into which the C-Piece Sub Unit of the Legacy Class A Units held by BG Cold can be reclassified to Partnership Common Units based on the terms of the Partnership Agreement, after giving effect to the Reclassification (defined below).

F6 · derivative.exercise_date: (Continued from footnote 5) Reclassification of Legacy Class A Units to Partnership Common Units will occur from time to time before the third anniversary of the closing of the Issuer's initial public offering, with any reported Legacy Class A Units remaining after such three-year period forfeited for no consideration.

F5 · derivative.expiration_date: Legacy Class A Units ("Legacy Class A Units") are vested units of partnership interests in Lineage OP, LP (the "Operating Partnership"), comprised of two-sub units that are legally separate interests, the A-Piece Sub Unit and C-Piece Sub Unit, as designated under the Partnership Agreement of the Operating Partnership, which share in the total outstanding Legacy Class A Units based on historical profit sharing arrangements among these investors. Represents the updated maximum number of Partnership Common Units (which are units of partnership interest in the Operating Partnership as designated under the Partnership Agreement ("Partnership Common Units"), and by virtue of the redemption rights of holders of Partnership Common Units, Shares, into which the C-Piece Sub Unit of the Legacy Class A Units held by BG Cold can be reclassified to Partnership Common Units based on the terms of the Partnership Agreement, after giving effect to the Reclassification (defined below).

F6 · derivative.expiration_date: (Continued from footnote 5) Reclassification of Legacy Class A Units to Partnership Common Units will occur from time to time before the third anniversary of the closing of the Issuer's initial public offering, with any reported Legacy Class A Units remaining after such three-year period forfeited for no consideration.

F5 · balance_after: Legacy Class A Units ("Legacy Class A Units") are vested units of partnership interests in Lineage OP, LP (the "Operating Partnership"), comprised of two-sub units that are legally separate interests, the A-Piece Sub Unit and C-Piece Sub Unit, as designated under the Partnership Agreement of the Operating Partnership, which share in the total outstanding Legacy Class A Units based on historical profit sharing arrangements among these investors. Represents the updated maximum number of Partnership Common Units (which are units of partnership interest in the Operating Partnership as designated under the Partnership Agreement ("Partnership Common Units"), and by virtue of the redemption rights of holders of Partnership Common Units, Shares, into which the C-Piece Sub Unit of the Legacy Class A Units held by BG Cold can be reclassified to Partnership Common Units based on the terms of the Partnership Agreement, after giving effect to the Reclassification (defined below).

F6 · balance_after: (Continued from footnote 5) Reclassification of Legacy Class A Units to Partnership Common Units will occur from time to time before the third anniversary of the closing of the Issuer's initial public offering, with any reported Legacy Class A Units remaining after such three-year period forfeited for no consideration.

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August 26, 2024 Filed Aug 27, 2024 23:23 UTC
BG Cold, LLCDirector · 10% owner
Forste Adam Matthew SchwartzDirector · CO-EXECUTIVE CHAIRMAN · 10% owner
Marchetti Kevin PatrickDirector · CO-EXECUTIVE CHAIRMAN · 10% owner
OtherCommon Stock 489,640.73 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-101173 · ownership.xml · nonDerivative · entry 1

BG Cold, LLC · CIK 0002021154 · Director · 10% owner

Forste Adam Matthew Schwartz · CIK 0002018838 · Director · CO-EXECUTIVE CHAIRMAN · 10% owner

Marchetti Kevin Patrick · CIK 0002021239 · Director · CO-EXECUTIVE CHAIRMAN · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · kind: Represents shares of common stock of Lineage, Inc. ("Shares") distributed by BG Cold to its members in accordance with their respective pecuniary interests, for no consideration, that were received by BG Cold in a distribution by BG Lineage Holdings, LLC ("BGLH") as a member of BGLH, in accordance with its pecuniary interest in BGLH, for no consideration, and which Shares were previously reported as indirectly held by BG Cold through BGLH.

F1 · price: Represents shares of common stock of Lineage, Inc. ("Shares") distributed by BG Cold to its members in accordance with their respective pecuniary interests, for no consideration, that were received by BG Cold in a distribution by BG Lineage Holdings, LLC ("BGLH") as a member of BGLH, in accordance with its pecuniary interest in BGLH, for no consideration, and which Shares were previously reported as indirectly held by BG Cold through BGLH.

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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.