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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 1 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 2 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 1 |
| Sep 2026 | 0 | 1 |
| Oct 2026 | 0 | 1 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 12, 2019 Filed Feb 14, 2019 16:10 UTC |
Chang Andrew SChief Financial Officer
|
GrantCommon Shares of Beneficial Interest | 5,479 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005987 · form4.xml · nonDerivative · entry 1 Chang Andrew S · CIK 0001468932 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,677 F1 · shares: The Reporting Person was granted 5,479 restricted share units. The restricted share units, which vest in three equal installments beginning on the first anniversary of the grant date, are to be settled in an equal number of shares of beneficial interest upon vesting. F2 · balance_after: The reported amount consists of 22,993 restricted share units and 62,684 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 12, 2019 Filed Feb 14, 2019 15:35 UTC |
Hadley Randall D.Director
|
GrantCommon Shares of Beneficial Interest | 4,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005964 · form4.xml · nonDerivative · entry 1 Hadley Randall D. · CIK 0001469168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,533 F1 · shares: The Reporting Person was granted 4,481 restricted share units. The restricted share units, which vest in three equal installments beginning 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 15,194 restricted share units and 16,339 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 12, 2019 Filed Feb 14, 2019 16:12 UTC |
Fartaj VandadChief Capital Markets Officer
|
GrantCommon Shares of Beneficial Interest | 6,575 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005992 · form4.xml · nonDerivative · entry 1 Fartaj Vandad · CIK 0001486360 · Chief Capital Markets Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,918 F1 · shares: The Reporting Person was granted 6,575 restricted share units. The restricted share units, which vest in three equal installments beginning on the first anniversary of the grant date, are to be settled in an equal number of shares of beneficial interest upon vesting. F2 · balance_after: The reported amount consists of 26,482 restricted share units and 67,436 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 12, 2019 Filed Feb 14, 2019 20:29 UTC |
Stewart Stacey D.Director
|
GrantCommon Shares of Beneficial Interest | 4,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005960 · form4.xml · nonDerivative · entry 1 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,607 F1 · shares: The Reporting Person was granted 4,481 restricted share units. The restricted share units, which vest in three equal installments beginning 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 15,194 restricted share units and 15,413 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 12, 2019 Filed Feb 14, 2019 20:54 UTC |
Carnahan Scott W.Director
|
GrantCommon Shares of Beneficial Interest | 4,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005972 · form4.xml · nonDerivative · entry 1 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,381 F1 · shares: The Reporting Person was granted 4,481 restricted share units. The restricted share units, which vest in three equal installments beginning 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 15,194 restricted share units and 55,187 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 12, 2019 Filed Feb 14, 2019 21:06 UTC |
SPECTOR DAVIDDirector · President and CEO
|
GrantCommon Shares of Beneficial Interest | 16,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005981 · form4.xml · nonDerivative · entry 1 SPECTOR DAVID · CIK 0001275713 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,727 F1 · shares: The Reporting Person was granted 16,395 restricted share units. The restricted share units, which vest in three equal installments beginning on the first anniversary of the grant date, are to be settled in an equal number of shares of beneficial interest upon vesting. F2 · balance_after: The reported amount consists of 73,484 restricted share units and 110,243 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 12, 2019 Filed Feb 14, 2019 21:07 UTC |
Jones DougChf Mortgage Banking Officer
|
GrantCommon Shares of Beneficial Interest | 5,479 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005983 · form4.xml · nonDerivative · entry 1 Jones Doug · CIK 0001544302 · Chf Mortgage Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,003 F1 · shares: The Reporting Person was granted 5,479 restricted share units. The restricted share units, which vest in three equal installments beginning on the first anniversary of the grant date, are to be settled in an equal number of shares of beneficial interest upon vesting. F2 · balance_after: The reported amount consists of 22,993 restricted share units and 46,010 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 12, 2019 Filed Feb 14, 2019 20:48 UTC |
Preston Paul DuFauchard, Jr.Director
|
GrantCommon Shares of Beneficial Interest | 4,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005970 · form4.xml · nonDerivative · entry 1 Preston Paul DuFauchard, Jr. · CIK 0001561933 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,225 F1 · shares: The Reporting Person was granted 4,481 restricted share units. The restricted share units, which vest in three equal installments beginning 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 15,194 restricted share units and 11,031 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 12, 2019 Filed Feb 14, 2019 20:38 UTC |
McAllister, NancyDirector
|
GrantCommon Shares of Beneficial Interest | 4,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005966 · form4.xml · nonDerivative · entry 1 McAllister, Nancy · CIK 0001561961 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,783.001 F1 · shares: The Reporting Person was granted 4,481 restricted share units. The restricted share units, which vest in three equal installments beginning 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 15,194 restricted share units and 20,589 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 |
| January 02, 2019 Filed Jan 3, 2019 15:43 UTC |
Fartaj VandadChief Capital Markets Officer
|
SaleCommon Shares of Beneficial Interest | 1,196 | $18.50 | $22,126.00 |
DisclosureSEC source: 0001127602-19-000628 · form4.xml · nonDerivative · entry 1 Fartaj Vandad · CIK 0001486360 · Chief Capital Markets Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,343 F1 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F2 · balance_after: The reported amount consists of 19,907 restricted share units and 67,436 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 |
| August 31, 2018 Filed Sep 4, 2018 14:21 UTC |
Sullivan MarianneDirector
|
PurchaseCommon Shares of Beneficial Interest | 125 | $19.96 | $2,494.38 |
DisclosureSEC source: 0001127602-18-026634 · form4.xml · nonDerivative · entry 2 Sullivan Marianne · CIK 0001717888 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Marianne E Sullivan Revocable Trust Disclosed balance after: 9,127 Read SEC document |
| August 31, 2018 Filed Sep 4, 2018 14:21 UTC |
Sullivan MarianneDirector
|
PurchaseCommon Shares of Beneficial Interest | 2,890 | $19.95 | $57,664.17 |
DisclosureSEC source: 0001127602-18-026634 · form4.xml · nonDerivative · entry 1 Sullivan Marianne · CIK 0001717888 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Marianne E Sullivan Revocable Trust Disclosed balance after: 9,002 Read SEC document |
| August 13, 2018 Filed Aug 14, 2018 18:54 UTC |
Preston Paul DuFauchard, Jr.Director
|
SaleCommon Shares of Beneficial Interest | 5,300 | $19.52 | $103,480.38 |
DisclosureSEC source: 0001127602-18-025267 · form4.xml · nonDerivative · entry 1 Preston Paul DuFauchard, Jr. · CIK 0001561933 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,744 F1 · price: The price reported is the weighted average price of multiple transactions ranging from $19.50 to $19.55. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of common shares of beneficial interest and the prices at which the transactions were effected. F2 · balance_after: The reported amount consists of 10,713 restricted share units and 11,031 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 |
| August 08, 2018 Filed Aug 9, 2018 17:57 UTC |
SPECTOR DAVIDDirector · President and CEO
|
SaleCommon Shares of Beneficial Interest | 5,490 | $19.56 | $107,406.36 |
DisclosureSEC source: 0001127602-18-025062 · form4.xml · nonDerivative · entry 1 SPECTOR DAVID · CIK 0001275713 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,332 F1 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1plan. F2 · price: The price reported is the weighted average price of multiple transactions ranging from $19.48 to $19.64. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of common shares of beneficial interest and the prices at which the transactions were effected. F3 · balance_after: The reported amount consists of 57,089 restricted share units and 110,243 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 |
| August 01, 2018 Filed Aug 3, 2018 17:47 UTC |
SPECTOR DAVIDDirector · President and CEO
|
SaleCommon Shares of Beneficial Interest | 7,000 | $19.15 | $134,032.50 |
DisclosureSEC source: 0001127602-18-024543 · form4.xml · nonDerivative · entry 1 SPECTOR DAVID · CIK 0001275713 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,822 F1 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1plan. F2 · price: The price reported is the weighted average price of multiple transactions ranging from $19.05 to $19.25. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of common shares of beneficial interest and the prices at which the transactions were effected. F3 · balance_after: The reported amount consists of 57,089 restricted share units and 115,733 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 |
| July 25, 2018 Filed Jul 26, 2018 18:05 UTC |
SPECTOR DAVIDDirector · President and CEO
|
SaleCommon Shares of Beneficial Interest | 7,000 | $18.68 | $130,762.10 |
DisclosureSEC source: 0001127602-18-023878 · form4.xml · nonDerivative · entry 1 SPECTOR DAVID · CIK 0001275713 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,822 F1 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1plan. F2 · price: The price reported is the weighted average price of multiple transactions ranging from $18.64 to $18.71. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of common shares of beneficial interest and the prices at which the transactions were effected. F3 · balance_after: The reported amount consists of 57,089 restricted share units and 122,733 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 |
| July 18, 2018 Filed Jul 19, 2018 19:42 UTC |
SPECTOR DAVIDDirector · President and CEO
|
SaleCommon Shares of Beneficial Interest | 7,000 | $18.62 | $130,321.10 |
DisclosureSEC source: 0001127602-18-023590 · form4.xml · nonDerivative · entry 1 SPECTOR DAVID · CIK 0001275713 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,822 F1 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1plan. F2 · price: The price reported is the weighted average price of multiple transactions ranging from $18.57 to $18.69. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of common shares of beneficial interest and the prices at which the transactions were effected. F3 · balance_after: The reported amount consists of 57,089 restricted share units and 129,733 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 |
| July 17, 2018 Filed Feb 12, 2019 19:32 UTC |
Hadley Randall D.Director
|
GiftCommon Shares of Beneficial Interest | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005504 · form5.xml · nonDerivative · entry 1 Hadley Randall D. · CIK 0001469168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,052 F1 · shares: Mr. Hadley gifted 500 common shares of beneficial interest to each of his two adult children. F2 · balance_after: The reported amount consists of 10,713 restricted share units and 16,339 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 |
| June 05, 2018 Filed Jun 6, 2018 19:57 UTC |
Jones DougChf Mortgage Banking Officer
|
SaleCommon Shares of Beneficial Interest | 3,725 | $18.67 | $69,543.89 |
DisclosureSEC source: 0001127602-18-020137 · form4.xml · nonDerivative · entry 1 Jones Doug · CIK 0001544302 · Chf Mortgage Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,524 F1 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F2 · price: The price reported is the weighted average price of multiple transactions ranging from $18.62 to $18.695. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of common shares of beneficial interest and the prices at which the transactions were effected. F3 · balance_after: The reported amount consists of 17,514 restricted share units and 46,010 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 |
| June 04, 2018 Filed Jun 6, 2018 19:11 UTC |
Hendry Gregory LChief Accounting Officer
|
SaleCommon Shares of Beneficial Interest | 525 | $18.73 | $9,833.25 |
DisclosureSEC source: 0001127602-18-020119 · form4.xml · nonDerivative · entry 1 Hendry Gregory L · CIK 0001486334 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,721 F1 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F2 · balance_after: The reported amount consists of 2,260 restricted share units and 10,461 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 |
| June 04, 2018 Filed Jun 6, 2018 15:38 UTC |
Fartaj VandadChief Capital Markets Officer
|
SaleCommon Shares of Beneficial Interest | 1,862 | $18.70 | $34,811.95 |
DisclosureSEC source: 0001127602-18-020126 · form4.xml · nonDerivative · entry 1 Fartaj Vandad · CIK 0001486360 · Chief Capital Markets Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,539 F1 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F2 · price: The price reported is the weighted average price of multiple transactions ranging from $18.605 to $18.77. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of common shares of beneficial interest and the prices at which the transactions were effected. F3 · balance_after: The reported amount consists of 22,300 restricted share units and 66,239 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 |
| June 04, 2018 Filed Jun 6, 2018 14:45 UTC |
Chang Andrew SChief Financial Officer
|
SaleCommon Shares of Beneficial Interest | 1,937 | $18.69 | $36,203.30 |
DisclosureSEC source: 0001127602-18-020111 · form4.xml · nonDerivative · entry 1 Chang Andrew S · CIK 0001468932 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,198 F1 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F2 · price: The price reported is the weighted average price of multiple transactions ranging from $18.61 to $18.76. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of common shares of beneficial interest and the prices at which the transactions were effected. F3 · balance_after: The reported amount consists of 17,514 restricted share units and 62,684 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 |
| June 04, 2018 Filed Jun 6, 2018 15:41 UTC |
Walker David MChief Risk Officer
|
SaleCommon Shares of Beneficial Interest | 1,862 | $18.69 | $34,808.41 |
DisclosureSEC source: 0001127602-18-020128 · form4.xml · nonDerivative · entry 1 Walker David M · CIK 0001468934 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,131 F1 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F2 · price: The price reported is the weighted average price of multiple transactions ranging from $18.60 to $18.77. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of common shares of beneficial interest and the prices at which the transactions were effected. F3 · balance_after: The reported amount consists of 15,355 restricted share units and 58,776 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 |
| June 04, 2018 Filed Jun 6, 2018 18:51 UTC |
SPECTOR DAVIDDirector · President and CEO
|
SaleCommon Shares of Beneficial Interest | 8,235 | $18.68 | $153,814.15 |
DisclosureSEC source: 0001127602-18-020115 · form4.xml · nonDerivative · entry 1 SPECTOR DAVID · CIK 0001275713 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,822 F1 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F2 · price: The price reported is the weighted average price of multiple transactions ranging from $18.57 to $18.76. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of common shares of beneficial interest and the prices at which the transactions were effected. F3 · balance_after: The reported amount consists of 57,089 restricted share units and 136,733 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 |
| June 04, 2018 Filed Jul 10, 2019 20:45 UTC |
Grogin JeffreyChief Enterprise Ops Officer
|
SaleCommon Shares of Beneficial Interest | 1,862 | $18.69 | $34,805.44 |
DisclosureSEC source: 0001127602-19-024354 · form4.xml · nonDerivative · entry 2 Grogin Jeffrey · CIK 0001440697 · Chief Enterprise Ops Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,969 F1 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F2 · price: The price reported is the weighted average price of multiple transactions ranging from $18.6050 to $18.77. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of common shares of beneficial interest and the prices at which the transactions were effected. F3 · balance_after: The reported amount consists of 5,164 restricted share units and 30,805 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 |
| April 25, 2018 Filed Apr 27, 2018 13:56 UTC |
Walker David MChief Risk Officer
|
SaleCommon Shares of Beneficial Interest | 1,538 | $17.41 | $26,776.58 |
DisclosureSEC source: 0001127602-18-015383 · form4.xml · nonDerivative · entry 1 Walker David M · CIK 0001468934 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,993 F1 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F2 · balance_after: The reported amount consists of 19,080 restricted share units and 56,913 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 |
| April 24, 2018 Filed Apr 24, 2018 18:18 UTC |
Walker David MChief Risk Officer
|
SaleCommon Shares of Beneficial Interest | 880 | $17.38 | $15,294.40 |
DisclosureSEC source: 0001127602-18-015188 · form4.xml · nonDerivative · entry 1 Walker David M · CIK 0001468934 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,531 F1 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F2 · balance_after: The reported amount consists of 19,080 restricted share units and 58,451 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 |
| April 23, 2018 Filed Apr 24, 2018 18:14 UTC |
Fartaj VandadChief Capital Markets Officer
|
SaleCommon Shares of Beneficial Interest | 456 | $17.53 | $7,993.68 |
DisclosureSEC source: 0001127602-18-015186 · form4.xml · nonDerivative · entry 1 Fartaj Vandad · CIK 0001486360 · Chief Capital Markets Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,401 F1 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F2 · balance_after: The reported amount consists of 26,025 restricted share units and 64,376 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 |
| April 16, 2018 Filed Apr 17, 2018 16:49 UTC |
Fartaj VandadChief Capital Markets Officer
|
SaleCommon Shares of Beneficial Interest | 456 | $17.32 | $7,897.92 |
DisclosureSEC source: 0001127602-18-014761 · form4.xml · nonDerivative · entry 1 Fartaj Vandad · CIK 0001486360 · Chief Capital Markets Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,857 F1 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F2 · balance_after: The reported amount consists of 26,025 restricted share units and 64,832 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 |
| April 02, 2018 Filed Jul 10, 2019 20:45 UTC |
Grogin JeffreyChief Enterprise Ops Officer
|
SaleCommon Shares of Beneficial Interest | 880 | $18.05 | $15,884.00 |
DisclosureSEC source: 0001127602-19-024354 · form4.xml · nonDerivative · entry 1 Grogin Jeffrey · CIK 0001440697 · Chief Enterprise Ops Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,642 F1 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. Read SEC document |
| March 20, 2018 Filed Mar 20, 2018 18:26 UTC |
Sullivan MarianneDirector
|
PurchaseCommon Shares of Beneficial Interest | 6,112 | $17.67 | $107,999.04 |
DisclosureSEC source: 0001127602-18-012322 · form4.xml · nonDerivative · entry 1 Sullivan Marianne · CIK 0001717888 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Marianne E Sullivan Revocable Trust Disclosed balance after: 6,112 Read SEC document |
| March 12, 2018 Filed Mar 13, 2018 18:08 UTC |
WILLEY FRANK PDirector
|
GrantCommon Shares of Beneficial Interest | 4,934 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-011452 · form4.xml · nonDerivative · entry 1 WILLEY FRANK P · CIK 0000936815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,052 F1 · shares: The Reporting Person was granted 4,934 restricted share units. The restricted share units, which vest in three equal installments beginning 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 10,713 restricted share units and 65,339 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 |
| March 12, 2018 Filed Mar 13, 2018 18:06 UTC |
Sullivan MarianneDirector
|
GrantCommon Shares of Beneficial Interest | 4,934 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-011449 · form4.xml · nonDerivative · entry 1 Sullivan Marianne · CIK 0001717888 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,006 F1 · shares: The Reporting Person was granted 4,934 restricted share units. The restricted share units, which vest in three equal installments beginning 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 7,006 restricted share units. 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, 2018 Filed Mar 13, 2018 22:04 UTC |
Stewart Stacey D.Director
|
GrantCommon Shares of Beneficial Interest | 4,934 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-011447 · form4.xml · nonDerivative · entry 1 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,126 F1 · shares: The Reporting Person was granted 4,934 restricted share units. The restricted share units, which vest in three equal installments beginning 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 10,713 restricted share units and 15,413 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, 2018 Filed Mar 13, 2018 21:55 UTC |
Carnahan Scott W.Director
|
GrantCommon Shares of Beneficial Interest | 4,934 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-011437 · form4.xml · nonDerivative · entry 1 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,900 F1 · shares: The Reporting Person was granted 4,934 restricted share units. The restricted share units, which vest in three equal installments beginning 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 10,713 restricted share units and 55,187 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, 2018 Filed Mar 13, 2018 17:59 UTC |
Hadley Randall D.Director
|
GrantCommon Shares of Beneficial Interest | 4,934 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-011442 · form4.xml · nonDerivative · entry 1 Hadley Randall D. · CIK 0001469168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,052 F1 · shares: The Reporting Person was granted 4,934 restricted share units. The restricted share units, which vest in three equal installments beginning 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 10,713 restricted share units and 17,339 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 |
| March 12, 2018 Filed Mar 13, 2018 22:01 UTC |
McAllister, NancyDirector
|
GrantCommon Shares of Beneficial Interest | 4,934 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-011444 · form4.xml · nonDerivative · entry 1 McAllister, Nancy · CIK 0001561961 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,302.001 F1 · shares: The Reporting Person was granted 4,934 restricted share units. The restricted share units, which vest in three equal installments beginning 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 10,713 restricted share units and 20,589 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, 2018 Filed Mar 13, 2018 21:58 UTC |
Preston Paul DuFauchard, Jr.Director
|
GrantCommon Shares of Beneficial Interest | 4,934 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-011439 · form4.xml · nonDerivative · entry 1 Preston Paul DuFauchard, Jr. · CIK 0001561933 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,044 F1 · shares: The Reporting Person was granted 4,934 restricted share units. The restricted share units, which vest in three equal installments beginning 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 10,713 restricted share units and 16,331 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, 2018 Filed Mar 14, 2018 18:06 UTC |
KURLAND STANFORD LDirector · Executive Chairman
|
Exercise / conversionPerformance-Based Restricted Share Units · Derivative | 7,986 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-011609 · form4.xml · derivative · entry 6 KURLAND STANFORD L · CIK 0001181595 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares of Beneficial Interest · 7,986 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 to the Reporting Person on February 23, 2017 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2017, 2018 and 2019. The PSU vested as to one-third on March 12, 2018 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2017 fiscal year was determined based on the Issuer's return on equity (ROE) of 7.72% for the period of January 1, 2017 through December 31, 2017 as measured against ROE targets established at the time of grant. The payout percentage for the award based on target achievement was 68%. F3 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted to the Reporting Person on February 23, 2017 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2017, 2018 and 2019. The PSU vested as to one-third on March 12, 2018 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2017 fiscal year was determined based on the Issuer's return on equity (ROE) of 7.72% for the period of January 1, 2017 through December 31, 2017 as measured against ROE targets established at the time of grant. The payout percentage for the award based on target achievement was 68%. F3 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted to the Reporting Person on February 23, 2017 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2017, 2018 and 2019. The PSU vested as to one-third on March 12, 2018 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2017 fiscal year was determined based on the Issuer's return on equity (ROE) of 7.72% for the period of January 1, 2017 through December 31, 2017 as measured against ROE targets established at the time of grant. The payout percentage for the award based on target achievement was 68%. F3 · derivative.underlying_shares: This performance-based restricted share unit (PSU) award was granted to the Reporting Person on February 23, 2017 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2017, 2018 and 2019. The PSU vested as to one-third on March 12, 2018 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2017 fiscal year was determined based on the Issuer's return on equity (ROE) of 7.72% for the period of January 1, 2017 through December 31, 2017 as measured against ROE targets established at the time of grant. The payout percentage for the award based on target achievement was 68%. Read SEC document |
| March 12, 2018 Filed Mar 14, 2018 18:06 UTC |
KURLAND STANFORD LDirector · Executive Chairman
|
GrantPerformance-Based Restricted Share Units · Derivative | 7,986 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-011609 · form4.xml · derivative · entry 5 KURLAND STANFORD L · CIK 0001181595 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,986 Underlying: Common Shares of Beneficial Interest · 7,986 shares Expires not disclosed F3 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted to the Reporting Person on February 23, 2017 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2017, 2018 and 2019. The PSU vested as to one-third on March 12, 2018 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2017 fiscal year was determined based on the Issuer's return on equity (ROE) of 7.72% for the period of January 1, 2017 through December 31, 2017 as measured against ROE targets established at the time of grant. The payout percentage for the award based on target achievement was 68%. F3 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted to the Reporting Person on February 23, 2017 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2017, 2018 and 2019. The PSU vested as to one-third on March 12, 2018 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2017 fiscal year was determined based on the Issuer's return on equity (ROE) of 7.72% for the period of January 1, 2017 through December 31, 2017 as measured against ROE targets established at the time of grant. The payout percentage for the award based on target achievement was 68%. F3 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted to the Reporting Person on February 23, 2017 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2017, 2018 and 2019. The PSU vested as to one-third on March 12, 2018 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2017 fiscal year was determined based on the Issuer's return on equity (ROE) of 7.72% for the period of January 1, 2017 through December 31, 2017 as measured against ROE targets established at the time of grant. The payout percentage for the award based on target achievement was 68%. Read SEC document |
| March 12, 2018 Filed Mar 14, 2018 18:06 UTC |
KURLAND STANFORD LDirector · Executive Chairman
|
Exercise / conversionCommon Shares of Beneficial Interest | 7,986 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-011609 · form4.xml · nonDerivative · entry 2 KURLAND STANFORD L · CIK 0001181595 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 701,111 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 to the Reporting Person on February 23, 2017 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2017, 2018 and 2019. The PSU vested as to one-third on March 12, 2018 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2017 fiscal year was determined based on the Issuer's return on equity (ROE) of 7.72% for the period of January 1, 2017 through December 31, 2017 as measured against ROE targets established at the time of grant. The payout percentage for the award based on target achievement was 68%. F4 · balance_after: The reported amount consists of 103,240 restricted share units and 597,871 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, 2018 Filed Mar 14, 2018 18:06 UTC |
KURLAND STANFORD LDirector · Executive Chairman
|
GrantCommon Shares of Beneficial Interest | 27,872 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-011609 · form4.xml · nonDerivative · entry 1 KURLAND STANFORD L · CIK 0001181595 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 693,125 F1 · shares: The Reporting Person was granted 27,872 restricted share units. The restricted share units, which vest in three equal annual installments beginning 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 103,240 restricted share units and 589,885 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, 2018 Filed Mar 14, 2018 18:01 UTC |
Fartaj VandadChief Capital Markets Officer
|
Exercise / conversionPerformance-Based Restricted Share Units · Derivative | 1,827 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-011605 · form4.xml · derivative · entry 4 Fartaj Vandad · CIK 0001486360 · Chief Capital Markets Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares of Beneficial Interest · 1,827 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 to the Reporting Person on February 23, 2017 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2017, 2018 and 2019. The PSU vested as to one-third on March 12, 2018 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2017 fiscal year was determined based on the Issuer's return on equity (ROE) of 7.72% for the period of January 1, 2017 through December 31, 2017 as measured against ROE targets established at the time of grant. The payout percentage for the award based on target achievement was 68%. F3 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted to the Reporting Person on February 23, 2017 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2017, 2018 and 2019. The PSU vested as to one-third on March 12, 2018 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2017 fiscal year was determined based on the Issuer's return on equity (ROE) of 7.72% for the period of January 1, 2017 through December 31, 2017 as measured against ROE targets established at the time of grant. The payout percentage for the award based on target achievement was 68%. F3 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted to the Reporting Person on February 23, 2017 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2017, 2018 and 2019. The PSU vested as to one-third on March 12, 2018 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2017 fiscal year was determined based on the Issuer's return on equity (ROE) of 7.72% for the period of January 1, 2017 through December 31, 2017 as measured against ROE targets established at the time of grant. The payout percentage for the award based on target achievement was 68%. F3 · derivative.underlying_shares: This performance-based restricted share unit (PSU) award was granted to the Reporting Person on February 23, 2017 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2017, 2018 and 2019. The PSU vested as to one-third on March 12, 2018 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2017 fiscal year was determined based on the Issuer's return on equity (ROE) of 7.72% for the period of January 1, 2017 through December 31, 2017 as measured against ROE targets established at the time of grant. The payout percentage for the award based on target achievement was 68%. Read SEC document |
| March 12, 2018 Filed Mar 14, 2018 18:01 UTC |
Fartaj VandadChief Capital Markets Officer
|
GrantPerformance-Based Restricted Share Units · Derivative | 1,827 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-011605 · form4.xml · derivative · entry 3 Fartaj Vandad · CIK 0001486360 · Chief Capital Markets Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,827 Underlying: Common Shares of Beneficial Interest · 1,827 shares Expires not disclosed F3 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted to the Reporting Person on February 23, 2017 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2017, 2018 and 2019. The PSU vested as to one-third on March 12, 2018 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2017 fiscal year was determined based on the Issuer's return on equity (ROE) of 7.72% for the period of January 1, 2017 through December 31, 2017 as measured against ROE targets established at the time of grant. The payout percentage for the award based on target achievement was 68%. F3 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted to the Reporting Person on February 23, 2017 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2017, 2018 and 2019. The PSU vested as to one-third on March 12, 2018 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2017 fiscal year was determined based on the Issuer's return on equity (ROE) of 7.72% for the period of January 1, 2017 through December 31, 2017 as measured against ROE targets established at the time of grant. The payout percentage for the award based on target achievement was 68%. F3 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted to the Reporting Person on February 23, 2017 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2017, 2018 and 2019. The PSU vested as to one-third on March 12, 2018 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2017 fiscal year was determined based on the Issuer's return on equity (ROE) of 7.72% for the period of January 1, 2017 through December 31, 2017 as measured against ROE targets established at the time of grant. The payout percentage for the award based on target achievement was 68%. Read SEC document |
| March 12, 2018 Filed Mar 14, 2018 18:01 UTC |
Fartaj VandadChief Capital Markets Officer
|
Exercise / conversionCommon Shares of Beneficial Interest | 1,827 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-011605 · form4.xml · nonDerivative · entry 2 Fartaj Vandad · CIK 0001486360 · Chief Capital Markets Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,313 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 to the Reporting Person on February 23, 2017 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2017, 2018 and 2019. The PSU vested as to one-third on March 12, 2018 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2017 fiscal year was determined based on the Issuer's return on equity (ROE) of 7.72% for the period of January 1, 2017 through December 31, 2017 as measured against ROE targets established at the time of grant. The payout percentage for the award based on target achievement was 68%. F4 · balance_after: The reported amount consists of 26,025 restricted share units and 65,288 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, 2018 Filed Mar 14, 2018 18:01 UTC |
Fartaj VandadChief Capital Markets Officer
|
GrantCommon Shares of Beneficial Interest | 6,381 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-011605 · form4.xml · nonDerivative · entry 1 Fartaj Vandad · CIK 0001486360 · Chief Capital Markets Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,486 F1 · shares: The Reporting Person was granted 6,381 restricted share units. The restricted share units, which vest in three equal annual installments beginning 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 26,025 restricted share units and 63,461 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 |
| March 12, 2018 Filed Mar 14, 2018 17:59 UTC |
Chang Andrew SChief Financial Officer
|
Exercise / conversionPerformance-Based Restricted Share Units · Derivative | 1,827 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-011603 · form4.xml · derivative · entry 4 Chang Andrew S · CIK 0001468932 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares of Beneficial Interest · 1,827 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 to the Reporting Person on February 23, 2017 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2017, 2018 and 2019. The PSU vested as to one-third on March 12, 2018 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2017 fiscal year was determined based on the Issuer's return on equity (ROE) of 7.72% for the period of January 1, 2017 through December 31, 2017 as measured against ROE targets established at the time of grant. The payout percentage for the award based on target achievement was 68%. F3 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted to the Reporting Person on February 23, 2017 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2017, 2018 and 2019. The PSU vested as to one-third on March 12, 2018 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2017 fiscal year was determined based on the Issuer's return on equity (ROE) of 7.72% for the period of January 1, 2017 through December 31, 2017 as measured against ROE targets established at the time of grant. The payout percentage for the award based on target achievement was 68%. F3 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted to the Reporting Person on February 23, 2017 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2017, 2018 and 2019. The PSU vested as to one-third on March 12, 2018 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2017 fiscal year was determined based on the Issuer's return on equity (ROE) of 7.72% for the period of January 1, 2017 through December 31, 2017 as measured against ROE targets established at the time of grant. The payout percentage for the award based on target achievement was 68%. F3 · derivative.underlying_shares: This performance-based restricted share unit (PSU) award was granted to the Reporting Person on February 23, 2017 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2017, 2018 and 2019. The PSU vested as to one-third on March 12, 2018 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2017 fiscal year was determined based on the Issuer's return on equity (ROE) of 7.72% for the period of January 1, 2017 through December 31, 2017 as measured against ROE targets established at the time of grant. The payout percentage for the award based on target achievement was 68%. Read SEC document |
| March 12, 2018 Filed Mar 14, 2018 17:59 UTC |
Chang Andrew SChief Financial Officer
|
GrantPerformance-Based Restricted Share Units · Derivative | 1,827 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-011603 · form4.xml · derivative · entry 3 Chang Andrew S · CIK 0001468932 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,827 Underlying: Common Shares of Beneficial Interest · 1,827 shares Expires not disclosed F3 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted to the Reporting Person on February 23, 2017 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2017, 2018 and 2019. The PSU vested as to one-third on March 12, 2018 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2017 fiscal year was determined based on the Issuer's return on equity (ROE) of 7.72% for the period of January 1, 2017 through December 31, 2017 as measured against ROE targets established at the time of grant. The payout percentage for the award based on target achievement was 68%. F3 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted to the Reporting Person on February 23, 2017 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2017, 2018 and 2019. The PSU vested as to one-third on March 12, 2018 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2017 fiscal year was determined based on the Issuer's return on equity (ROE) of 7.72% for the period of January 1, 2017 through December 31, 2017 as measured against ROE targets established at the time of grant. The payout percentage for the award based on target achievement was 68%. F3 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted to the Reporting Person on February 23, 2017 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2017, 2018 and 2019. The PSU vested as to one-third on March 12, 2018 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2017 fiscal year was determined based on the Issuer's return on equity (ROE) of 7.72% for the period of January 1, 2017 through December 31, 2017 as measured against ROE targets established at the time of grant. The payout percentage for the award based on target achievement was 68%. Read SEC document |
| March 12, 2018 Filed Mar 14, 2018 17:59 UTC |
Chang Andrew SChief Financial Officer
|
Exercise / conversionCommon Shares of Beneficial Interest | 1,827 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-011603 · form4.xml · nonDerivative · entry 2 Chang Andrew S · CIK 0001468932 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,135 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 to the Reporting Person on February 23, 2017 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2017, 2018 and 2019. The PSU vested as to one-third on March 12, 2018 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2017 fiscal year was determined based on the Issuer's return on equity (ROE) of 7.72% for the period of January 1, 2017 through December 31, 2017 as measured against ROE targets established at the time of grant. The payout percentage for the award based on target achievement was 68%. F4 · balance_after: The reported amount consists of 21,239 restricted share units and 60,896 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, 2018 Filed Mar 14, 2018 17:59 UTC |
Chang Andrew SChief Financial Officer
|
GrantCommon Shares of Beneficial Interest | 6,381 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-011603 · form4.xml · nonDerivative · entry 1 Chang Andrew S · CIK 0001468932 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,308 F1 · shares: The Reporting Person was granted 6,381 restricted share units. The restricted share units, which vest in three equal annual installments beginning 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 21,239 restricted share units and 59,069 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.