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Nasdaq · USD

LINE

Lineage, Inc.

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Tapewire entity
3539
SEC CIK
0001868159
Parsed reports
115

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
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
August 26, 2024 Filed Aug 27, 2024 20:39 UTC
Smith Timothy ConradChief Commercial Officer
OtherCommon Stock 55 Not disclosed Not disclosed
Disclosure

SEC 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.

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August 26, 2024 Filed Aug 27, 2024 20:37 UTC OtherCommon Stock 17,245 Not disclosed Not disclosed
Disclosure

SEC 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.

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August 26, 2024 Filed Aug 27, 2024 20:42 UTC OtherCommon Stock 7,085 Not disclosed Not disclosed
Disclosure

SEC 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.

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August 26, 2024 Filed Aug 27, 2024 20:40 UTC OtherCommon Stock 3,336 Not disclosed Not disclosed
Disclosure

SEC 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.

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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
Disclosure

SEC 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 GrantCommon Stock 2,632 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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 GrantLTIP Units · Derivative 66,746 $0.00 $0.00
Disclosure

SEC 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 PurchaseCommon Stock 1,300 $78.00 $101,400.00
Disclosure

SEC 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 GrantCommon Stock 1,152 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 PurchaseCommon Stock 500 $78.00 $39,000.00
Disclosure

SEC 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 GrantCommon Stock 2,632 $0.00 $0.00
Disclosure

SEC 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 PurchaseCommon Stock 3,100 $78.00 $241,800.00
Disclosure

SEC 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 GrantCommon Stock 1,810 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 GrantLTIP Units · Derivative 239,918 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 GrantLTIP Units · Derivative 96,483 $0.00 $0.00
Disclosure

SEC 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 PurchaseCommon Stock 600 $78.00 $46,800.00
Disclosure

SEC 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 Tax withholdingCommon Stock 3,418 $78.00 $266,604.00
Disclosure

SEC 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

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July 26, 2024 Filed Jul 29, 2024 21:20 UTC GrantCommon Stock 8,224 $0.00 $0.00
Disclosure

SEC 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.

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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.