Last 12 months
Inside the activity.
9 purchase rows · 0 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 5 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 2 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 2 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 26, 2024 Filed Aug 27, 2024 20:39 UTC |
Smith Timothy ConradChief Commercial Officer
|
OtherCommon Stock | 55 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002019216-24-000002 · wk-form4_1724791149.xml · nonDerivative · entry 1 Smith Timothy Conrad · CIK 0002019216 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55 F1 · kind: Represents shares of common stock distributed to the Reporting Person by BG Lineage Holdings, LLC ("BGLH") in accordance with the Reporting Person's pecuniary interest in BGLH, for no consideration. Cash was paid by the Issuer in lieu of a fractional share. F1 · price: Represents shares of common stock distributed to the Reporting Person by BG Lineage Holdings, LLC ("BGLH") in accordance with the Reporting Person's pecuniary interest in BGLH, for no consideration. Cash was paid by the Issuer in lieu of a fractional share. Read SEC document |
| August 26, 2024 Filed Aug 27, 2024 20:37 UTC |
McGowan Brian JeffreySee Remarks
|
OtherCommon Stock | 17,245 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002018508-24-000002 · wk-form4_1724791035.xml · nonDerivative · entry 1 McGowan Brian Jeffrey · CIK 0002018508 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,245 F1 · kind: Represents shares of common stock distributed to the Reporting Person by BG Lineage Holdings, LLC ("BGLH") in accordance with the Reporting Person's pecuniary interest in BGLH, for no consideration. Cash was paid by the Issuer in lieu of a fractional share. F1 · price: Represents shares of common stock distributed to the Reporting Person by BG Lineage Holdings, LLC ("BGLH") in accordance with the Reporting Person's pecuniary interest in BGLH, for no consideration. Cash was paid by the Issuer in lieu of a fractional share. Read SEC document |
| August 26, 2024 Filed Aug 27, 2024 20:42 UTC |
Falotico Nancy JoyDirector
|
OtherCommon Stock | 7,085 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-24-038548 · wk-form4_1724791331.xml · nonDerivative · entry 1 Falotico Nancy Joy · CIK 0001684665 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,537 F1 · kind: Represents shares of common stock distributed to the Reporting Person by BG Lineage Holdings, LLC ("BGLH") in accordance with the Reporting Person's pecuniary interest in BGLH, for no consideration. Cash was paid by the Issuer in lieu of a fractional share. F1 · price: Represents shares of common stock distributed to the Reporting Person by BG Lineage Holdings, LLC ("BGLH") in accordance with the Reporting Person's pecuniary interest in BGLH, for no consideration. Cash was paid by the Issuer in lieu of a fractional share. Read SEC document |
| August 26, 2024 Filed Aug 27, 2024 20:40 UTC |
Wentworth Lynn ADirector
|
OtherCommon Stock | 3,336 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-24-038547 · wk-form4_1724791253.xml · nonDerivative · entry 1 Wentworth Lynn A · CIK 0001386671 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,246 F1 · kind: Represents shares of common stock distributed to the Reporting Person by BG Lineage Holdings, LLC ("BGLH") in accordance with the Reporting Person's pecuniary interest in BGLH, for no consideration. Cash was paid by the Issuer in lieu of a fractional share. F1 · price: Represents shares of common stock distributed to the Reporting Person by BG Lineage Holdings, LLC ("BGLH") in accordance with the Reporting Person's pecuniary interest in BGLH, for no consideration. Cash was paid by the Issuer in lieu of a fractional share. Read SEC document |
| August 26, 2024 Filed Aug 27, 2024 19:27 UTC |
BG Lineage Holdings, LLCDirector · 10% owner
|
OtherCommon Stock | 4,486,174.52 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-101176 · 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: 157,438,127.3 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 |
| July 26, 2024 Filed Jul 29, 2024 21:28 UTC |
Turner Michael JohnDirector
|
GrantCommon Stock | 2,632 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-087388 · ownership.xml · nonDerivative · entry 1 Turner Michael John · CIK 0002021332 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,632 F1 · security: Represents the grant of time-based restricted stock units, which are contingent rights to receive shares of common stock on a one-for-one basis and which vest on April 1, 2025, subject to continued service with the Issuer through such date. F1 · price: Represents the grant of time-based restricted stock units, which are contingent rights to receive shares of common stock on a one-for-one basis and which vest on April 1, 2025, subject to continued service with the Issuer through such date. Read SEC document |
| July 26, 2024 Filed Jul 29, 2024 21:22 UTC |
Smith Timothy ConradChief Commercial Officer
|
GrantLTIP Units · Derivative | 77,050 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-087375 · ownership.xml · derivative · entry 1 Smith Timothy Conrad · CIK 0002019216 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,050 Underlying: Common Stock · 77,050 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 each of April 1, 2025, 2026 and 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 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 each of April 1, 2025, 2026 and 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 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 each of April 1, 2025, 2026 and 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 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 each of April 1, 2025, 2026 and 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 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 |
| July 26, 2024 Filed Jul 29, 2024 21:18 UTC |
McGowan Brian JeffreySee Remarks
|
GrantLTIP Units · Derivative | 66,746 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-087364 · ownership.xml · derivative · entry 1 McGowan Brian Jeffrey · CIK 0002018508 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,746 Underlying: Common Stock · 66,746 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 each of April 1, 2025, 2026 and 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 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 each of April 1, 2025, 2026 and 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 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 each of April 1, 2025, 2026 and 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 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 each of April 1, 2025, 2026 and 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 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 |
| July 26, 2024 Filed Jul 29, 2024 21:32 UTC |
Falotico Nancy JoyDirector
|
PurchaseCommon Stock | 1,300 | $78.00 | $101,400.00 |
DisclosureSEC source: 0000950170-24-087395 · ownership.xml · nonDerivative · entry 2 Falotico Nancy Joy · CIK 0001684665 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,452 F2 · kind: Represents the purchase of Shares from the underwriters in the Issuer's initial public offering. F2 · price: Represents the purchase of Shares from the underwriters in the Issuer's initial public offering. Read SEC document |
| July 26, 2024 Filed Jul 29, 2024 21:32 UTC |
Falotico Nancy JoyDirector
|
GrantCommon Stock | 1,152 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-087395 · ownership.xml · nonDerivative · entry 1 Falotico Nancy Joy · CIK 0001684665 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,152 F1 · security: Represents the grant of time-based restricted stock units, which are contingent rights to receive shares of common stock ("Shares") on a one-for-one basis and which vest on April 1, 2025, subject to continued service with the Issuer through such dates. F1 · price: Represents the grant of time-based restricted stock units, which are contingent rights to receive shares of common stock ("Shares") on a one-for-one basis and which vest on April 1, 2025, subject to continued service with the Issuer through such dates. Read SEC document |
| July 26, 2024 Filed Jul 29, 2024 21:21 UTC |
Bryan Gregory A.See Remarks
|
GrantLTIP Units · Derivative | 45,091 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-087369 · ownership.xml · derivative · entry 2 Bryan Gregory A. · CIK 0001490473 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,091 Underlying: Common Stock · 45,091 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 each of April 1, 2025, 2026 and 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"), 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 each of April 1, 2025, 2026 and 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"), 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 each of April 1, 2025, 2026 and 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"), 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 each of April 1, 2025, 2026 and 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"), 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. Read SEC document |
| July 26, 2024 Filed Jul 29, 2024 21:21 UTC |
Bryan Gregory A.See Remarks
|
GrantCommon Stock | 15,031 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-087369 · ownership.xml · nonDerivative · entry 1 Bryan Gregory A. · CIK 0001490473 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,031 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 installment as to 1/3 of the RSUs on each of April 1, 2025, 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 of common stock ("Shares") on a one-for-one basis and which vest in equal annual installment as to 1/3 of the RSUs on each of April 1, 2025, 2026 and 2027, subject to continued service with the Issuer through such dates. Read SEC document |
| July 26, 2024 Filed Jul 29, 2024 21:24 UTC |
ARCHAMBEAU SHELLYE LDirector
|
PurchaseCommon Stock | 500 | $78.00 | $39,000.00 |
DisclosureSEC source: 0000950170-24-087379 · ownership.xml · nonDerivative · entry 2 ARCHAMBEAU SHELLYE L · CIK 0001191713 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,132 F2 · kind: Represents the purchase of Shares from the underwriters in the Issuer's initial public offering. F2 · price: Represents the purchase of Shares from the underwriters in the Issuer's initial public offering. Read SEC document |
| July 26, 2024 Filed Jul 29, 2024 21:24 UTC |
ARCHAMBEAU SHELLYE LDirector
|
GrantCommon Stock | 2,632 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-087379 · ownership.xml · nonDerivative · entry 1 ARCHAMBEAU SHELLYE L · CIK 0001191713 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,632 F1 · security: Represents the grant of time-based restricted stock units, which are contingent rights to receive shares of common stock ("Shares") on a one-for-one basis and which vest on April 1, 2025, subject to continued service with the Issuer through such date. F1 · price: Represents the grant of time-based restricted stock units, which are contingent rights to receive shares of common stock ("Shares") on a one-for-one basis and which vest on April 1, 2025, subject to continued service with the Issuer through such date. Read SEC document |
| July 26, 2024 Filed Jul 29, 2024 21:31 UTC |
Wentworth Lynn ADirector
|
PurchaseCommon Stock | 3,100 | $78.00 | $241,800.00 |
DisclosureSEC source: 0000950170-24-087394 · ownership.xml · nonDerivative · entry 2 Wentworth Lynn A · CIK 0001386671 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,910 F2 · kind: Represents the purchase of Shares from the underwriters in the Issuer's initial public offering. F2 · price: Represents the purchase of Shares from the underwriters in the Issuer's initial public offering. Read SEC document |
| July 26, 2024 Filed Jul 29, 2024 21:31 UTC |
Wentworth Lynn ADirector
|
GrantCommon Stock | 1,810 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-087394 · ownership.xml · nonDerivative · entry 1 Wentworth Lynn A · CIK 0001386671 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,810 F1 · security: Represents the grant of time-based restricted stock units, which are contingent rights to receive shares of common stock ("Shares") on a one-for-one basis and which vest on April 1, 2025, subject to continued service with the Issuer through such date. F1 · price: Represents the grant of time-based restricted stock units, which are contingent rights to receive shares of common stock ("Shares") on a one-for-one basis and which vest on April 1, 2025, subject to continued service with the Issuer through such date. Read SEC document |
| July 26, 2024 Filed Jul 29, 2024 21:26 UTC |
Crisci RobertChief Financial Officer
|
GrantLTIP Units · Derivative | 108,188 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-087384 · ownership.xml · derivative · entry 2 Crisci Robert · CIK 0001699417 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,188 Underlying: Common Stock · 108,188 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 each of April 1, 2025, 2026 and 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"), 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 each of April 1, 2025, 2026 and 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"), 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 each of April 1, 2025, 2026 and 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"), 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 each of April 1, 2025, 2026 and 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"), 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. Read SEC document |
| July 26, 2024 Filed Jul 29, 2024 21:26 UTC |
Crisci RobertChief Financial Officer
|
PurchaseCommon Stock | 10,000 | $78.00 | $780,000.00 |
DisclosureSEC source: 0000950170-24-087384 · ownership.xml · nonDerivative · entry 1 Crisci Robert · CIK 0001699417 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 F1 · kind: Represents the purchase of shares of common stock from the underwriters in the Issuer's initial public offering. F1 · price: Represents the purchase of shares of common stock from the underwriters in the Issuer's initial public offering. Read SEC document |
| July 26, 2024 Filed Jul 29, 2024 21:41 UTC |
Lehmkuhl GregDirector · See Remarks
|
GrantLTIP Units · Derivative | 268,422 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-087406 · ownership.xml · derivative · entry 1 Lehmkuhl Greg · CIK 0001748303 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 268,422 Underlying: Common Stock · 268,422 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 each of April 1, 2025, 2026 and 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 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 each of April 1, 2025, 2026 and 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 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 each of April 1, 2025, 2026 and 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 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 each of April 1, 2025, 2026 and 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 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 |
| July 26, 2024 Filed Jul 29, 2024 21:23 UTC |
Fleming Abigail SChief Accounting Officer
|
PurchaseCommon Stock | 250 | $78.00 | $19,500.00 |
DisclosureSEC source: 0000950170-24-087378 · ownership.xml · nonDerivative · entry 3 Fleming Abigail S · CIK 0001820887 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,792 F2 · kind: Represents the purchase of Shares from the underwriters in the Issuer's initial public offering. F2 · price: Represents the purchase of Shares from the underwriters in the Issuer's initial public offering. Read SEC document |
| July 26, 2024 Filed Jul 29, 2024 21:23 UTC |
Fleming Abigail SChief Accounting Officer
|
Tax withholdingCommon Stock | 189 | $78.00 | $14,742.00 |
DisclosureSEC source: 0000950170-24-087378 · ownership.xml · nonDerivative · entry 2 Fleming Abigail S · CIK 0001820887 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,542 Read SEC document |
| July 26, 2024 Filed Jul 29, 2024 21:23 UTC |
Fleming Abigail SChief Accounting Officer
|
GrantCommon Stock | 658 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-087378 · ownership.xml · nonDerivative · entry 1 Fleming Abigail S · CIK 0001820887 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,731 F1 · price: Represents the grant of shares of common stock ("Shares") awarded in connection with the Issuer's initial public offering. Read SEC document |
| July 26, 2024 Filed Jul 29, 2024 21:36 UTC |
Matsler NatalieSee Remarks
|
GrantLTIP Units · Derivative | 79,772 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-087401 · ownership.xml · derivative · entry 1 Matsler Natalie · CIK 0002018544 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,772 Underlying: Common Stock · 79,772 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 each of April 1, 2025, 2026 and 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 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 each of April 1, 2025, 2026 and 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 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 each of April 1, 2025, 2026 and 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 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 each of April 1, 2025, 2026 and 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 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 |
| July 26, 2024 Filed Jul 29, 2024 21:35 UTC |
Thattai Sudarsan VSee Remarks
|
GrantLTIP Units · Derivative | 239,918 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-087399 · ownership.xml · derivative · entry 1 Thattai Sudarsan V · CIK 0002018599 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 239,918 Underlying: Common Stock · 239,918 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 each of April 1, 2025, 2026 and 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 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 each of April 1, 2025, 2026 and 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 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 each of April 1, 2025, 2026 and 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 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 each of April 1, 2025, 2026 and 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 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 |
| July 26, 2024 Filed Jul 29, 2024 21:24 UTC |
Vanderelzen Sean RobertChief Human Resources Officer
|
GrantLTIP Units · Derivative | 40,895 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-087380 · ownership.xml · derivative · entry 4 Vanderelzen Sean Robert · CIK 0002018616 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,895 Underlying: Common Stock · 40,895 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 each of April 1, 2025, 2026 and 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"), 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 each of April 1, 2025, 2026 and 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"), 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 each of April 1, 2025, 2026 and 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"), 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 each of April 1, 2025, 2026 and 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"), 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. Read SEC document |
| July 26, 2024 Filed Jul 29, 2024 21:24 UTC |
Vanderelzen Sean RobertChief Human Resources Officer
|
GrantCommon Stock | 22,473 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-087380 · ownership.xml · nonDerivative · entry 3 Vanderelzen Sean Robert · CIK 0002018616 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,999 F2 · 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 installment as to 1/3 of the RSUs on each of April 1, 2025, 2026 and 2027, subject to continued service with the Issuer through such dates. F2 · 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 installment as to 1/3 of the RSUs on each of April 1, 2025, 2026 and 2027, subject to continued service with the Issuer through such dates. Read SEC document |
| July 26, 2024 Filed Jul 29, 2024 21:24 UTC |
Vanderelzen Sean RobertChief Human Resources Officer
|
Tax withholdingCommon Stock | 6,922 | $78.00 | $539,916.00 |
DisclosureSEC source: 0000950170-24-087380 · ownership.xml · nonDerivative · entry 2 Vanderelzen Sean Robert · CIK 0002018616 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,526 Read SEC document |
| July 26, 2024 Filed Jul 29, 2024 21:24 UTC |
Vanderelzen Sean RobertChief Human Resources Officer
|
GrantCommon Stock | 16,448 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-087380 · ownership.xml · nonDerivative · entry 1 Vanderelzen Sean Robert · CIK 0002018616 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,448 F1 · price: Represents the grant of shares of common stock ("Shares") awarded in connection with the Issuer's initial public offering. Read SEC document |
| July 26, 2024 Filed Jul 29, 2024 21:20 UTC |
Rivera Jeffrey AlvarezSee Remarks
|
GrantLTIP Units · Derivative | 96,483 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-087368 · ownership.xml · derivative · entry 4 Rivera Jeffrey Alvarez · CIK 0002018532 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,483 Underlying: Common Stock · 96,483 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 each of April 1, 2025, 2026 and 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"), 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 each of April 1, 2025, 2026 and 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"), 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 each of April 1, 2025, 2026 and 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"), 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 each of April 1, 2025, 2026 and 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"), 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. Read SEC document |
| July 26, 2024 Filed Jul 29, 2024 21:20 UTC |
Rivera Jeffrey AlvarezSee Remarks
|
PurchaseCommon Stock | 600 | $78.00 | $46,800.00 |
DisclosureSEC source: 0000950170-24-087368 · ownership.xml · nonDerivative · entry 3 Rivera Jeffrey Alvarez · CIK 0002018532 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,406 F2 · kind: Represents the purchase of Shares from the underwriters in the Issuer's initial public offering. F2 · price: Represents the purchase of Shares from the underwriters in the Issuer's initial public offering. Read SEC document |
| July 26, 2024 Filed Jul 29, 2024 21:20 UTC |
Rivera Jeffrey AlvarezSee Remarks
|
Tax withholdingCommon Stock | 3,418 | $78.00 | $266,604.00 |
DisclosureSEC source: 0000950170-24-087368 · ownership.xml · nonDerivative · entry 2 Rivera Jeffrey Alvarez · CIK 0002018532 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,806 Read SEC document |
| July 26, 2024 Filed Jul 29, 2024 21:20 UTC |
Rivera Jeffrey AlvarezSee Remarks
|
GrantCommon Stock | 8,224 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-087368 · ownership.xml · nonDerivative · entry 1 Rivera Jeffrey Alvarez · CIK 0002018532 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,224 F1 · price: Represents the grant of shares of common stock ("Shares") awarded in connection with the Issuer's initial public offering. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.