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NYSE · USD

PMT

PennyMac Mortgage Investment Trust

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899
SEC CIK
0001464423
Parsed reports
440

Last 12 months

Inside the activity.

3 purchase rows · 3 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202510
Dec 202500
Jan 202620
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202601
Sep 202601
Oct 202601

Latest available

Insider transactions

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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
October 01, 2026 Filed Oct 2, 2026 22:03 UTC
Hendry Gregory LChief Accounting Officer
SaleCommon Shares of Beneficial Interest 2,444 $7.86 $19,209.84
Disclosure

SEC source: 0001464423-26-000085 · form4.xml · nonDerivative · entry 1

Hendry Gregory L · CIK 0001486334 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,886

F1 · shares: The sale reported in the Form 4 occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 20, 2026.

Read SEC document
September 01, 2026 Filed Sep 2, 2026 21:29 UTC
Hendry Gregory LChief Accounting Officer
SaleCommon Shares of Beneficial Interest 2,444 $9.27 $22,655.88
Disclosure

SEC source: 0001464423-26-000083 · form4.xml · nonDerivative · entry 1

Hendry Gregory L · CIK 0001486334 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 7,330

F1 · shares: The sale reported in the Form 4 occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 20, 2026.

Read SEC document
August 03, 2026 Filed Aug 4, 2026 21:44 UTC
Hendry Gregory LChief Accounting Officer
SaleCommon Shares of Beneficial Interest 2,444 $9.37 $22,900.28
Disclosure

SEC source: 0001464423-26-000081 · form4.xml · nonDerivative · entry 1

Hendry Gregory L · CIK 0001486334 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 9,774

F1 · shares: The sale reported in the Form 4 occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 20, 2026.

Read SEC document
March 12, 2026 Filed Mar 16, 2026 17:47 UTC
Tidmore AbbieChief Revenue Officer
Tax withholdingCommon Shares of Beneficial Interest 484 $11.89 $5,754.76
Disclosure

SEC source: 0001464423-26-000070 · form4.xml · nonDerivative · entry 1

Tidmore Abbie · CIK 0002058066 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,745

F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units.

F2 · balance_after: The reported amount consists of 16,669 restricted stock units and 24,076 shares of Common Shares of Beneficial Interest. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting.

Read SEC document
March 12, 2026 Filed Mar 16, 2026 21:44 UTC
STARK DEREKChief Legal Officer
Tax withholdingCommon Shares of Beneficial Interest 931 $11.89 $11,069.59
Disclosure

SEC source: 0001464423-26-000068 · form4.xml · nonDerivative · entry 1

STARK DEREK · CIK 0001198631 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,539

F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units.

F2 · balance_after: The reported amount consists of 18,255 restricted share units and 44,284 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting.

Read SEC document
March 12, 2026 Filed Mar 16, 2026 21:40 UTC
Perotti Daniel StanleyChief Financial Officer
Tax withholdingCommon Shares of Beneficial Interest 2,658 $11.89 $31,603.62
Disclosure

SEC source: 0001464423-26-000064 · form4.xml · nonDerivative · entry 1

Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,277

F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units.

F2 · balance_after: The reported amount consists of 34,372 restricted share units and 18,905 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting.

Read SEC document
March 12, 2026 Filed Mar 16, 2026 21:42 UTC
Jones DougDirector · Director, President & CMBO
Tax withholdingCommon Shares of Beneficial Interest 2,960 $11.89 $35,194.40
Disclosure

SEC source: 0001464423-26-000066 · form4.xml · nonDerivative · entry 1

Jones Doug · CIK 0001544302 · Director · Director, President & CMBO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 98,217

F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units.

F2 · balance_after: The reported amount consists of 60,314 restricted share units and 37,903 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting.

Read SEC document
March 12, 2026 Filed Mar 16, 2026 21:36 UTC
SPECTOR DAVIDDirector · Chairman and CEO
Tax withholdingCommon Shares of Beneficial Interest 5,255 $11.89 $62,481.95
Disclosure

SEC source: 0001464423-26-000062 · form4.xml · nonDerivative · entry 1

SPECTOR DAVID · CIK 0001275713 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 420,487

F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units.

F2 · balance_after: The reported amount consists of 105,026 restricted share units and 315,461 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting.

Read SEC document
February 28, 2026 Filed Mar 3, 2026 18:53 UTC
Follette JamesChief Digital Officer
Tax withholdingCommon Shares of Beneficial Interest 586 $12.26 $7,184.36
Disclosure

SEC source: 0001464423-26-000060 · form4.xml · nonDerivative · entry 1

Follette James · CIK 0001912289 · Chief Digital Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,527

F1 · shares: Represents shares withheld for taxes upon vesting of restricted stock units.

F2 · balance_after: The reported amount consists of 7,918 restricted stock units and 13,609 shares of Common Stock. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting.

Read SEC document
February 28, 2026 Filed Mar 3, 2026 23:51 UTC
Jones DougDirector · Director, President & CMBO
Tax withholdingCommon Shares of Beneficial Interest 2,719 $12.26 $33,334.94
Disclosure

SEC source: 0001464423-26-000058 · form4.xml · nonDerivative · entry 1

Jones Doug · CIK 0001544302 · Director · Director, President & CMBO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 101,177

F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units.

F2 · balance_after: The reported amount consists of 66,581 restricted share units and 34,596 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting.

Read SEC document
February 28, 2026 Filed Mar 3, 2026 23:45 UTC
SPECTOR DAVIDDirector · Chairman and CEO
Tax withholdingCommon Shares of Beneficial Interest 5,791 $12.26 $70,997.66
Disclosure

SEC source: 0001464423-26-000052 · form4.xml · nonDerivative · entry 1

SPECTOR DAVID · CIK 0001275713 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 425,742

F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units.

F2 · balance_after: The reported amount consists of 115,472 restricted share units and 310,270 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting.

Read SEC document
February 28, 2026 Filed Mar 3, 2026 23:47 UTC
Perotti Daniel StanleyChief Financial Officer
Tax withholdingCommon Shares of Beneficial Interest 2,929 $12.26 $35,909.54
Disclosure

SEC source: 0001464423-26-000054 · form4.xml · nonDerivative · entry 1

Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,935

F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units.

F2 · balance_after: The reported amount consists of 39,595 restricted share units and 16,340 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting.

Read SEC document
February 28, 2026 Filed Mar 3, 2026 23:50 UTC
STARK DEREKChief Legal Officer
Tax withholdingCommon Shares of Beneficial Interest 1,026 $12.26 $12,578.76
Disclosure

SEC source: 0001464423-26-000056 · form4.xml · nonDerivative · entry 1

STARK DEREK · CIK 0001198631 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,470

F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units.

F2 · balance_after: The reported amount consists of 20,083 restricted share units and 43,387 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting.

Read SEC document
February 24, 2026 Filed Feb 27, 2026 01:37 UTC
ELBAUM MARKChief Capital Markets Officer
Tax withholdingCommon Shares of Beneficial Interest 1,314 $12.15 $15,965.10
Disclosure

SEC source: 0001464423-26-000050 · form4.xml · nonDerivative · entry 1

ELBAUM MARK · CIK 0001025424 · Chief Capital Markets Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,648

F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units.

F2 · balance_after: The reported amount consists of 24,896 restricted stock units and 3,752 shares of Common Shares of Beneficial Interest. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting.

Read SEC document
February 24, 2026 Filed Feb 26, 2026 20:35 UTC
Tidmore AbbieChief Revenue Officer
Tax withholdingCommon Shares of Beneficial Interest 468 $12.15 $5,686.20
Disclosure

SEC source: 0001464423-26-000048 · form4.xml · nonDerivative · entry 1

Tidmore Abbie · CIK 0002058066 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,229

F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units.

F2 · balance_after: The reported amount consists of 17,975 restricted stock units and 23,254 shares of Common Shares of Beneficial Interest. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting.

Read SEC document
February 24, 2026 Filed Feb 26, 2026 20:27 UTC
Follette JamesChief Digital Officer
Tax withholdingCommon Shares of Beneficial Interest 382 $12.15 $4,641.30
Disclosure

SEC source: 0001464423-26-000039 · form4.xml · nonDerivative · entry 1

Follette James · CIK 0001912289 · Chief Digital Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,113

F1 · shares: Represents shares withheld for taxes upon vesting of restricted stock units.

F2 · balance_after: The reported amount consists of 9,069 restricted stock units and 13,044 shares of Common Stock. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting.

Read SEC document
February 24, 2026 Filed Feb 27, 2026 01:33 UTC
STARK DEREKChief Legal Officer
Tax withholdingCommon Shares of Beneficial Interest 954 $12.15 $11,591.10
Disclosure

SEC source: 0001464423-26-000046 · form4.xml · nonDerivative · entry 1

STARK DEREK · CIK 0001198631 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,496

F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units.

F2 · balance_after: The reported amount consists of 22,098 restricted share units and 42,398 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting.

Read SEC document
February 24, 2026 Filed Feb 27, 2026 01:29 UTC
Jones DougDirector · Director, President & CMBO
Tax withholdingCommon Shares of Beneficial Interest 4,017 $12.15 $48,806.55
Disclosure

SEC source: 0001464423-26-000041 · form4.xml · nonDerivative · entry 1

Jones Doug · CIK 0001544302 · Director · Director, President & CMBO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 103,896

F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units.

F2 · balance_after: The reported amount consists of 72,337 restricted share units and 31,559 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting.

Read SEC document
February 24, 2026 Filed Feb 27, 2026 01:30 UTC
Perotti Daniel StanleyChief Financial Officer
Tax withholdingCommon Shares of Beneficial Interest 1,908 $12.15 $23,182.20
Disclosure

SEC source: 0001464423-26-000043 · form4.xml · nonDerivative · entry 1

Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,864

F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units.

F2 · balance_after: The reported amount consists of 45,351 restricted share units and 13,513 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting.

Read SEC document
February 24, 2026 Filed Feb 27, 2026 01:21 UTC
SPECTOR DAVIDDirector · Chairman and CEO
Tax withholdingCommon Shares of Beneficial Interest 7,487 $12.15 $90,967.05
Disclosure

SEC source: 0001464423-26-000036 · form4.xml · nonDerivative · entry 1

SPECTOR DAVID · CIK 0001275713 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 431,533

F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units.

F2 · balance_after: The reported amount consists of 126,984 restricted share units and 304,549 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting.

Read SEC document
February 23, 2026 Filed Feb 26, 2026 01:10 UTC
ELBAUM MARKChief Capital Markets Officer
Exercise / conversionPerformance-Based Restricted Share Units · Derivative 3,085 $0.00 $0.00
Disclosure

SEC source: 0001464423-26-000034 · form4.xml · derivative · entry 5

ELBAUM MARK · CIK 0001025424 · Chief Capital Markets Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares of Beneficial Interest · 3,085 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on February 24, 2025 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2025, 2026 and 2027. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

F1 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 24, 2025 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2025, 2026 and 2027. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

F1 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 24, 2025 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2025, 2026 and 2027. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

Read SEC document
February 23, 2026 Filed Feb 26, 2026 01:10 UTC
ELBAUM MARKChief Capital Markets Officer
GrantPerformance-Based Restricted Share Units · Derivative 3,085 $0.00 $0.00
Disclosure

SEC source: 0001464423-26-000034 · form4.xml · derivative · entry 4

ELBAUM MARK · CIK 0001025424 · Chief Capital Markets Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,085

Underlying: Common Shares of Beneficial Interest · 3,085 shares

Expires not disclosed

F1 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on February 24, 2025 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2025, 2026 and 2027. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

F1 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 24, 2025 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2025, 2026 and 2027. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

F1 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 24, 2025 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2025, 2026 and 2027. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

Read SEC document
February 23, 2026 Filed Feb 26, 2026 01:10 UTC
ELBAUM MARKChief Capital Markets Officer
GrantCommon Shares of Beneficial Interest 18,518 $0.00 $0.00
Disclosure

SEC source: 0001464423-26-000034 · form4.xml · nonDerivative · entry 3

ELBAUM MARK · CIK 0001025424 · Chief Capital Markets Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,962

F3 · shares: The Reporting Person was granted restricted stock units, which will vest in three equal installments beginning on the first anniversary of the date of the grant, are to be settled in an equal number of shares of Common Stock upon vesting.

F4 · balance_after: The reported amount consists of 28,085 restricted stock units and 1,877 shares of Common Shares of Beneficial Interest. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting.

Read SEC document
February 23, 2026 Filed Feb 26, 2026 01:10 UTC
ELBAUM MARKChief Capital Markets Officer
Tax withholdingCommon Shares of Beneficial Interest 1,208 $12.29 $14,846.32
Disclosure

SEC source: 0001464423-26-000034 · form4.xml · nonDerivative · entry 2

ELBAUM MARK · CIK 0001025424 · Chief Capital Markets Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,444

F2 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted stock units.

Read SEC document
February 23, 2026 Filed Feb 26, 2026 01:10 UTC
ELBAUM MARKChief Capital Markets Officer
Exercise / conversionCommon Shares of Beneficial Interest 3,085 $0.00 $0.00
Disclosure

SEC source: 0001464423-26-000034 · form4.xml · nonDerivative · entry 1

ELBAUM MARK · CIK 0001025424 · Chief Capital Markets Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,652

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: This performance-based restricted share unit (PSU) award was granted on February 24, 2025 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2025, 2026 and 2027. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:08 UTC
Tidmore AbbieChief Revenue Officer
Exercise / conversionPerformance-Based Restricted Share Units · Derivative 2,056 $0.00 $0.00
Disclosure

SEC source: 0001464423-26-000031 · form4.xml · derivative · entry 9

Tidmore Abbie · CIK 0002058066 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares of Beneficial Interest · 2,056 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on February 24, 2025 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2025, 2026 and 2027. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

F2 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 24, 2025 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2025, 2026 and 2027. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

F2 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 24, 2025 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2025, 2026 and 2027. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:08 UTC
Tidmore AbbieChief Revenue Officer
GrantPerformance-Based Restricted Share Units · Derivative 2,056 $0.00 $0.00
Disclosure

SEC source: 0001464423-26-000031 · form4.xml · derivative · entry 8

Tidmore Abbie · CIK 0002058066 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,056

Underlying: Common Shares of Beneficial Interest · 2,056 shares

Expires not disclosed

F2 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on February 24, 2025 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2025, 2026 and 2027. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

F2 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 24, 2025 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2025, 2026 and 2027. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

F2 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 24, 2025 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2025, 2026 and 2027. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:08 UTC
Tidmore AbbieChief Revenue Officer
Exercise / conversionPerformance-Based Restricted Share Units · Derivative 1,263 $0.00 $0.00
Disclosure

SEC source: 0001464423-26-000031 · form4.xml · derivative · entry 7

Tidmore Abbie · CIK 0002058066 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares of Beneficial Interest · 1,263 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

F1 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

F1 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:08 UTC
Tidmore AbbieChief Revenue Officer
GrantPerformance-Based Restricted Share Units · Derivative 1,263 $0.00 $0.00
Disclosure

SEC source: 0001464423-26-000031 · form4.xml · derivative · entry 6

Tidmore Abbie · CIK 0002058066 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,263

Underlying: Common Shares of Beneficial Interest · 1,263 shares

Expires not disclosed

F1 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

F1 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

F1 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

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February 23, 2026 Filed Feb 25, 2026 20:08 UTC
Tidmore AbbieChief Revenue Officer
GrantCommon Shares of Beneficial Interest 11,111 $0.00 $0.00
Disclosure

SEC source: 0001464423-26-000031 · form4.xml · nonDerivative · entry 5

Tidmore Abbie · CIK 0002058066 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,697

F4 · shares: The Reporting Person was granted restricted stock units, which will vest in three equal installments beginning on the first anniversary of the date of the grant, are to be settled in an equal number of shares of Common Stock upon vesting.

F5 · balance_after: The reported amount consists of 20,101 restricted stock units and 21,596 shares of Common Shares of Beneficial Interest. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting.

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February 23, 2026 Filed Feb 25, 2026 20:08 UTC
Tidmore AbbieChief Revenue Officer
Tax withholdingCommon Shares of Beneficial Interest 501 $12.29 $6,157.29
Disclosure

SEC source: 0001464423-26-000031 · form4.xml · nonDerivative · entry 4

Tidmore Abbie · CIK 0002058066 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,586

F3 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted stock units.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:08 UTC
Tidmore AbbieChief Revenue Officer
Tax withholdingCommon Shares of Beneficial Interest 308 $12.29 $3,785.32
Disclosure

SEC source: 0001464423-26-000031 · form4.xml · nonDerivative · entry 3

Tidmore Abbie · CIK 0002058066 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,087

F3 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted stock units.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:08 UTC
Tidmore AbbieChief Revenue Officer
Exercise / conversionCommon Shares of Beneficial Interest 2,056 $0.00 $0.00
Disclosure

SEC source: 0001464423-26-000031 · form4.xml · nonDerivative · entry 2

Tidmore Abbie · CIK 0002058066 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,395

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · shares: This performance-based restricted share unit (PSU) award was granted on February 24, 2025 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2025, 2026 and 2027. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:08 UTC
Tidmore AbbieChief Revenue Officer
Exercise / conversionCommon Shares of Beneficial Interest 1,263 $0.00 $0.00
Disclosure

SEC source: 0001464423-26-000031 · form4.xml · nonDerivative · entry 1

Tidmore Abbie · CIK 0002058066 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,339

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:04 UTC
Follette JamesChief Digital Officer
Exercise / conversionPerformance-Based Restricted Share Units · Derivative 1,028 $0.00 $0.00
Disclosure

SEC source: 0001464423-26-000027 · form4.xml · derivative · entry 13

Follette James · CIK 0001912289 · Chief Digital Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares of Beneficial Interest · 1,028 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on February 24, 2025 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2025, 2026 and 2027. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

F3 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 24, 2025 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2025, 2026 and 2027. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

F3 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 24, 2025 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2025, 2026 and 2027. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:04 UTC
Follette JamesChief Digital Officer
GrantPerformance-Based Restricted Share Units · Derivative 1,028 $0.00 $0.00
Disclosure

SEC source: 0001464423-26-000027 · form4.xml · derivative · entry 12

Follette James · CIK 0001912289 · Chief Digital Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,028

Underlying: Common Shares of Beneficial Interest · 1,028 shares

Expires not disclosed

F3 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on February 24, 2025 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2025, 2026 and 2027. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

F3 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 24, 2025 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2025, 2026 and 2027. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

F3 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 24, 2025 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2025, 2026 and 2027. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:04 UTC
Follette JamesChief Digital Officer
Exercise / conversionPerformance-Based Restricted Share Units · Derivative 1,010 $0.00 $0.00
Disclosure

SEC source: 0001464423-26-000027 · form4.xml · derivative · entry 11

Follette James · CIK 0001912289 · Chief Digital Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares of Beneficial Interest · 1,010 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

F2 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

F2 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:04 UTC
Follette JamesChief Digital Officer
GrantPerformance-Based Restricted Share Units · Derivative 1,010 $0.00 $0.00
Disclosure

SEC source: 0001464423-26-000027 · form4.xml · derivative · entry 10

Follette James · CIK 0001912289 · Chief Digital Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,010

Underlying: Common Shares of Beneficial Interest · 1,010 shares

Expires not disclosed

F2 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

F2 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

F2 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:04 UTC
Follette JamesChief Digital Officer
Exercise / conversionPerformance-Based Restricted Share Units · Derivative 1,113 $0.00 $0.00
Disclosure

SEC source: 0001464423-26-000027 · form4.xml · derivative · entry 9

Follette James · CIK 0001912289 · Chief Digital Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares of Beneficial Interest · 1,113 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

F1 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

F1 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:04 UTC
Follette JamesChief Digital Officer
GrantPerformance-Based Restricted Share Units · Derivative 1,113 $0.00 $0.00
Disclosure

SEC source: 0001464423-26-000027 · form4.xml · derivative · entry 8

Follette James · CIK 0001912289 · Chief Digital Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,113

Underlying: Common Shares of Beneficial Interest · 1,113 shares

Expires not disclosed

F1 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

F1 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

F1 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:04 UTC
Follette JamesChief Digital Officer
GrantCommon Shares of Beneficial Interest 3,703 $0.00 $0.00
Disclosure

SEC source: 0001464423-26-000027 · form4.xml · nonDerivative · entry 7

Follette James · CIK 0001912289 · Chief Digital Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,495

F5 · shares: The Reporting Person was granted restricted stock units, which will vest in three equal installments beginning on the first anniversary of the date of grant, are to be settled in an equal number of shares of common stock upon vesting.

F6 · balance_after: The reported amount consists of 10,132 restricted stock units and 12,363 shares of Common Stock. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:04 UTC
Follette JamesChief Digital Officer
Tax withholdingCommon Shares of Beneficial Interest 369 $12.29 $4,535.01
Disclosure

SEC source: 0001464423-26-000027 · form4.xml · nonDerivative · entry 6

Follette James · CIK 0001912289 · Chief Digital Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,792

F4 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted stock units.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:04 UTC
Follette JamesChief Digital Officer
Tax withholdingCommon Shares of Beneficial Interest 363 $12.29 $4,461.27
Disclosure

SEC source: 0001464423-26-000027 · form4.xml · nonDerivative · entry 5

Follette James · CIK 0001912289 · Chief Digital Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,161

F4 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted stock units.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:04 UTC
Follette JamesChief Digital Officer
Tax withholdingCommon Shares of Beneficial Interest 400 $12.29 $4,916.00
Disclosure

SEC source: 0001464423-26-000027 · form4.xml · nonDerivative · entry 4

Follette James · CIK 0001912289 · Chief Digital Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,524

F4 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted stock units.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:04 UTC
Follette JamesChief Digital Officer
Exercise / conversionCommon Shares of Beneficial Interest 1,028 $0.00 $0.00
Disclosure

SEC source: 0001464423-26-000027 · form4.xml · nonDerivative · entry 3

Follette James · CIK 0001912289 · Chief Digital Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,924

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · shares: This performance-based restricted share unit (PSU) award was granted on February 24, 2025 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2025, 2026 and 2027. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:04 UTC
Follette JamesChief Digital Officer
Exercise / conversionCommon Shares of Beneficial Interest 1,010 $0.00 $0.00
Disclosure

SEC source: 0001464423-26-000027 · form4.xml · nonDerivative · entry 2

Follette James · CIK 0001912289 · Chief Digital Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,896

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · shares: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:04 UTC
Follette JamesChief Digital Officer
Exercise / conversionCommon Shares of Beneficial Interest 1,113 $0.00 $0.00
Disclosure

SEC source: 0001464423-26-000027 · form4.xml · nonDerivative · entry 1

Follette James · CIK 0001912289 · Chief Digital Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,886

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 19:49 UTC GrantCommon Shares of Beneficial Interest 10,699 $0.00 $0.00
Disclosure

SEC source: 0001464423-26-000016 · form4.xml · nonDerivative · entry 1

Schultz Renee · CIK 0001860015 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,833

F1 · shares: The Reporting Person was granted restricted share units in connection with her service as a Trustee. The restricted share units, which vest in full on the first anniversary of the grant date, are to be settled in an equal number of common shares of beneficial interest upon vesting.

F2 · balance_after: The reported amount consists of 18,494 restricted share units and 26,339 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 19:17 UTC GrantCommon Shares of Beneficial Interest 10,699 $0.00 $0.00
Disclosure

SEC source: 0001464423-26-000010 · form4.xml · nonDerivative · entry 1

Lynch Catherine A. · CIK 0001668396 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 68,343.6494

F1 · shares: The Reporting Person was granted restricted share units in connection with her service as a Trustee. The restricted share units, which vest in on the first anniversary of the grant date, are to be settled in an equal number of common shares of beneficial interest upon vesting.

F2 · balance_after: The reported amount consists of 18,494 restricted stock units and 49,849.6494 shares of Common Shares. The restricted stock units are to be settled in an equal number of shares of Common Shares upon vesting.

Read SEC document
February 23, 2026 Filed Feb 26, 2026 00:51 UTC GrantCommon Shares of Beneficial Interest 10,699 $0.00 $0.00
Disclosure

SEC source: 0001464423-26-000018 · form4.xml · nonDerivative · entry 1

Stewart Stacey D. · CIK 0001469174 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,282

F1 · shares: The Reporting Person was granted restricted share units in connection with her service as a Trustee. The restricted share units, which vest in full on the first anniversary of the grant date, are to be settled in an equal number of common shares of beneficial interest upon vesting.

F2 · balance_after: The reported amount consists of 18,494 restricted share units and 51,788 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting.

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.