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 24, 2017 Filed Feb 27, 2017 23:49 UTC |
Bailey Steven RichardChief Mortgage Ops Officer
|
SaleCommon Shares of Beneficial Interest | 3,653 | $16.86 | $61,596.52 |
DisclosureSEC source: 0001127602-17-008770 · form4.xml · nonDerivative · entry 2 Bailey Steven Richard · CIK 0001571945 · Chief Mortgage Ops Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,518 F3 · shares: These common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F4 · price: The price reported is the weighted average price of multiple transactions ranging from $16.81 to $16.96. 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. F5 · balance_after: The reported amount consists of 29,441 restricted share units and 3,077 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, 2017 Filed Feb 27, 2017 23:43 UTC |
Perotti Daniel StanleyDeputy CFO
|
SaleCommon Shares of Beneficial Interest | 2,009 | $16.87 | $33,898.46 |
DisclosureSEC source: 0001127602-17-008757 · form4.xml · nonDerivative · entry 3 Perotti Daniel Stanley · CIK 0001591994 · Deputy CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,572 F3 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F6 · price: The price reported is the weighted average price of multiple transactions ranging from $16.83 to $16.97. 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. F7 · balance_after: The reported amount consists of 26,191 restricted share units and 23,381 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, 2017 Filed Feb 27, 2017 23:43 UTC |
Perotti Daniel StanleyDeputy CFO
|
SaleCommon Shares of Beneficial Interest | 1,845 | $16.88 | $31,137.33 |
DisclosureSEC source: 0001127602-17-008757 · form4.xml · nonDerivative · entry 2 Perotti Daniel Stanley · CIK 0001591994 · Deputy CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,581 F3 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F4 · price: The price reported is the weighted average price of multiple transactions ranging from $16.84 to $16.96. 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. F5 · balance_after: The reported amount consists of 26,191 restricted share units and 25,390 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, 2017 Filed Feb 27, 2017 23:41 UTC |
Grogin JeffreyCALO and Secretary
|
SaleCommon Shares of Beneficial Interest | 1,826 | $16.88 | $30,816.12 |
DisclosureSEC source: 0001127602-17-008751 · form4.xml · nonDerivative · entry 3 Grogin Jeffrey · CIK 0001440697 · CALO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,807 F6 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F7 · price: The price reported is the weighted average price of multiple transactions ranging from $16.84 to $16.97. 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. F8 · balance_after: The reported amount consists of 29,441 restricted share units and 8,366 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, 2017 Filed Feb 27, 2017 23:41 UTC |
Grogin JeffreyCALO and Secretary
|
SaleCommon Shares of Beneficial Interest | 1,538 | $16.89 | $25,977.13 |
DisclosureSEC source: 0001127602-17-008751 · form4.xml · nonDerivative · entry 2 Grogin Jeffrey · CIK 0001440697 · CALO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,633 F3 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F4 · price: The price reported is the weighted average price of multiple transactions ranging from $16.83 to $16.97. 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. F5 · balance_after: The reported amount consists of 29,441 restricted share units and 10,192 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, 2017 Filed Feb 27, 2017 23:40 UTC |
Preston Paul DuFauchard, Jr.Director
|
SaleCommon Shares of Beneficial Interest | 543 | $16.95 | $9,201.68 |
DisclosureSEC source: 0001127602-17-008749 · form4.xml · nonDerivative · entry 3 Preston Paul DuFauchard, Jr. · CIK 0001561933 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,834 F5 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F6 · price: The price reported is the weighted average price of multiple transactions ranging from $16.90 to $16.98. 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. F7 · balance_after: The reported amount consists of 12,591 restricted share units and 12,243 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 24, 2017 Filed Feb 27, 2017 23:37 UTC |
SPECTOR DAVIDDirector · President and CEO
|
SaleCommon Shares of Beneficial Interest | 3,860 | $16.86 | $65,092.72 |
DisclosureSEC source: 0001127602-17-008744 · form4.xml · nonDerivative · entry 3 SPECTOR DAVID · CIK 0001275713 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 293,912 F3 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F6 · price: The price reported is the weighted average price of multiple transactions ranging from $16.81 to $16.96. 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. F7 · balance_after: The reported amount consists of 108,860 restricted share units and 185,052 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, 2017 Filed Feb 27, 2017 23:37 UTC |
SPECTOR DAVIDDirector · President and CEO
|
SaleCommon Shares of Beneficial Interest | 3,900 | $16.86 | $65,772.33 |
DisclosureSEC source: 0001127602-17-008744 · form4.xml · nonDerivative · entry 2 SPECTOR DAVID · CIK 0001275713 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,772 F3 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F4 · price: The price reported is the weighted average price of multiple transactions ranging from $16.8125 to $16.96. 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. F5 · balance_after: The reported amount consists of 108,860 restricted share units and 188,912 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, 2017 Filed Feb 27, 2017 18:54 UTC |
WILLEY FRANK PDirector
|
GrantCommon Shares of Beneficial Interest | 5,105 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008771 · form4.xml · nonDerivative · entry 1 WILLEY FRANK P · CIK 0000936815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,118 F1 · shares: The Reporting Person was granted 5,105 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 12,591 restricted share units and 58,527 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, 2017 Filed Feb 27, 2017 18:32 UTC |
KURLAND STANFORD LDirector · Executive Chairman
|
GrantCommon Shares of Beneficial Interest | 28,838 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008737 · form4.xml · nonDerivative · entry 1 KURLAND STANFORD L · CIK 0001181595 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 665,253 F1 · shares: The Reporting Person was granted 28,838 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 174,473 restricted share units and 490,780 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, 2017 Filed Feb 27, 2017 18:36 UTC |
Fartaj VandadChief Investment Officer
|
GrantCommon Shares of Beneficial Interest | 6,602 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008742 · form4.xml · nonDerivative · entry 1 Fartaj Vandad · CIK 0001486360 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,420 F1 · shares: The Reporting Person was granted 6,602 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 40,334 restricted share units and 54,086 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, 2017 Filed Feb 27, 2017 23:45 UTC |
Stewart Stacey D.Director
|
SaleCommon Shares of Beneficial Interest | 1,116 | $17.09 | $19,072.44 |
DisclosureSEC source: 0001127602-17-008762 · form4.xml · nonDerivative · entry 2 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,031 F3 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F4 · balance_after: The reported amount consists of 12,591 restricted share units and 12,440 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, 2017 Filed Feb 27, 2017 23:45 UTC |
Stewart Stacey D.Director
|
GrantCommon Shares of Beneficial Interest | 5,105 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008762 · form4.xml · nonDerivative · entry 1 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,147 F1 · shares: The Reporting Person was granted 5,105 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 12,591 restricted share units and 13,556common 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, 2017 Filed Feb 27, 2017 18:46 UTC |
Walker David MChief Risk Officer
|
GrantCommon Shares of Beneficial Interest | 5,281 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008764 · form4.xml · nonDerivative · entry 1 Walker David M · CIK 0001468934 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,984 F1 · shares: The Reporting Person was granted 5,281 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 29,440 restricted share units and 49,544 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, 2017 Filed Feb 27, 2017 18:35 UTC |
Chang Andrew SChief Financial Officer
|
GrantCommon Shares of Beneficial Interest | 6,602 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008740 · form4.xml · nonDerivative · entry 1 Chang Andrew S · CIK 0001468932 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,352 F1 · shares: The Reporting Person was granted 6,602 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 30,762 restricted share units and 80,590 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, 2017 Filed Feb 27, 2017 18:47 UTC |
Hadley Randall D.Director
|
GrantCommon Shares of Beneficial Interest | 5,105 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008766 · form4.xml · nonDerivative · entry 1 Hadley Randall D. · CIK 0001469168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,118 F1 · shares: The Reporting Person was granted 5,105 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 12,591 restricted share units and 11,527 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, 2017 Filed Feb 27, 2017 23:31 UTC |
Carnahan Scott W.Director
|
GrantCommon Shares of Beneficial Interest | 5,105 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008734 · form4.xml · nonDerivative · entry 1 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,649 F1 · shares: The Reporting Person was granted 5,105 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 12,591 restricted share units and 44,058 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, 2017 Filed Feb 27, 2017 23:49 UTC |
Bailey Steven RichardChief Mortgage Ops Officer
|
GrantCommon Shares of Beneficial Interest | 5,281 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008770 · form4.xml · nonDerivative · entry 1 Bailey Steven Richard · CIK 0001571945 · Chief Mortgage Ops Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,171 F1 · shares: The Reporting Person was granted 5,281 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 29,441 restricted share units and 6,730 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, 2017 Filed Feb 27, 2017 23:44 UTC |
Jones DougChf Mortgage Banking Officer
|
GrantCommon Shares of Beneficial Interest | 6,602 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008759 · form4.xml · nonDerivative · entry 1 Jones Doug · CIK 0001544302 · Chf Mortgage Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,970 F1 · shares: The Reporting Person was granted 6,602 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 30,762 restricted share units and 37,208 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, 2017 Filed Feb 27, 2017 23:43 UTC |
Perotti Daniel StanleyDeputy CFO
|
GrantCommon Shares of Beneficial Interest | 5,281 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008757 · form4.xml · nonDerivative · entry 1 Perotti Daniel Stanley · CIK 0001591994 · Deputy CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,426 F1 · shares: The Reporting Person was granted 5,281 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 26,191 restricted share units and 27,235 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, 2017 Filed Feb 27, 2017 23:42 UTC |
MCCALLION ANNEChief Enterpirse Ops Officer
|
GrantCommon Shares of Beneficial Interest | 5,281 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008754 · form4.xml · nonDerivative · entry 1 MCCALLION ANNE · CIK 0001232611 · Chief Enterpirse Ops Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,426 F1 · shares: The Reporting Person was granted 5,281 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 34,996 restricted share units and 96,430 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, 2017 Filed Feb 27, 2017 23:42 UTC |
HALVORSEN CLAY ADirector
|
GrantCommon Shares of Beneficial Interest | 5,105 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008752 · form4.xml · nonDerivative · entry 1 HALVORSEN CLAY A · CIK 0001202210 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,118 F1 · shares: The Reporting Person was granted 5,105 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 12,591 restricted share units and 18,527 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, 2017 Filed Feb 27, 2017 23:41 UTC |
Grogin JeffreyCALO and Secretary
|
GrantCommon Shares of Beneficial Interest | 5,281 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008751 · form4.xml · nonDerivative · entry 1 Grogin Jeffrey · CIK 0001440697 · CALO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,171 F1 · shares: The Reporting Person was granted 5,281restricted 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 29,441 restricted share units and 11,730 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, 2017 Filed Feb 27, 2017 23:40 UTC |
Preston Paul DuFauchard, Jr.Director
|
SaleCommon Shares of Beneficial Interest | 950 | $17.09 | $16,235.50 |
DisclosureSEC source: 0001127602-17-008749 · form4.xml · nonDerivative · entry 2 Preston Paul DuFauchard, Jr. · CIK 0001561933 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,377 F3 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F4 · balance_after: The reported amount consists of 12,591 restricted share units and 12,786 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, 2017 Filed Feb 27, 2017 23:40 UTC |
Preston Paul DuFauchard, Jr.Director
|
GrantCommon Shares of Beneficial Interest | 5,105 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008749 · form4.xml · nonDerivative · entry 1 Preston Paul DuFauchard, Jr. · CIK 0001561933 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,327 F1 · shares: The Reporting Person was granted 5,105 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 12,591 restricted share units and 13,736 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, 2017 Filed Feb 27, 2017 23:37 UTC |
SPECTOR DAVIDDirector · President and CEO
|
GrantCommon Shares of Beneficial Interest | 19,753 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008744 · form4.xml · nonDerivative · entry 1 SPECTOR DAVID · CIK 0001275713 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 301,672 F1 · shares: The Reporting Person was granted 19,753 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 108,860 restricted share units and 192,812 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, 2017 Filed Feb 27, 2017 23:39 UTC |
McAllister, NancyDirector
|
GrantCommon Shares of Beneficial Interest | 5,105 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008746 · form4.xml · nonDerivative · entry 1 McAllister, Nancy · CIK 0001561961 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,368.001 F1 · shares: The Reporting Person was granted 5,105 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 12,591 restricted share units and 13,777 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 03, 2017 Filed Jan 3, 2017 13:55 UTC |
Fartaj VandadChief Investment Officer
|
SaleCommon Shares of Beneficial Interest | 1,196 | $16.38 | $19,590.48 |
DisclosureSEC source: 0001127602-17-000058 · form4.xml · nonDerivative · entry 1 Fartaj Vandad · CIK 0001486360 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,818 F1 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F2 · balance_after: The reported amount consists of 40,462 restricted share units and 47,356 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 |
| December 31, 2016 Filed Feb 13, 2017 22:45 UTC |
McAllister, NancyDirector
|
GiftCommon Shares of Beneficial Interest | 2,365.74 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005552 · form5.xml · nonDerivative · entry 2 McAllister, Nancy · CIK 0001561961 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Nancy McAllister and Richard M Card as JTWROS Disclosed balance after: 2,365.74 Read SEC document |
| December 31, 2016 Filed Feb 13, 2017 22:45 UTC |
McAllister, NancyDirector
|
GiftCommon Shares of Beneficial Interest | 2,365.74 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005552 · form5.xml · nonDerivative · entry 1 McAllister, Nancy · CIK 0001561961 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,263.001 F1 · shares: The Reporting Person transferred 2365.74 Common Shares of Beneficial Interest to a joint account with spouse. F2 · balance_after: The reported amount consists of 11,219 restricted share units and 10,044 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 |
| December 19, 2016 Filed Feb 13, 2017 22:58 UTC |
Grogin JeffreyCALO and Secretary
|
SaleCommon Shares of Beneficial Interest | 2,500 | $16.80 | $42,000.00 |
DisclosureSEC source: 0001127602-17-005566 · form4.xml · nonDerivative · entry 1 Grogin Jeffrey · CIK 0001440697 · CALO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,890 F1 · shares: The Reporting Person sold 2,500 shares on 12/19/2016, which was not timely reported due to administrative error. Read SEC document |
| December 16, 2016 Filed Dec 20, 2016 20:34 UTC |
Grogin JeffreyCALO and Secretary
|
SaleCommon Shares of Beneficial Interest | 4,756 | $16.75 | $79,663.00 |
DisclosureSEC source: 0001127602-16-070553 · form4.xml · nonDerivative · entry 1 Grogin Jeffrey · CIK 0001440697 · CALO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,390 F1 · balance_after: The reported amount consists of 30,890 restricted share units and 7,500 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 |
| December 15, 2016 Filed Dec 16, 2016 00:03 UTC |
Grogin JeffreyCALO and Secretary
|
SaleCommon Shares of Beneficial Interest | 3,000 | $16.30 | $48,900.00 |
DisclosureSEC source: 0001127602-16-070170 · form4.xml · nonDerivative · entry 2 Grogin Jeffrey · CIK 0001440697 · CALO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,146 F1 · balance_after: The reported amount consists of 30,890 restricted share units and 12,256 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 |
| December 15, 2016 Filed Dec 16, 2016 00:03 UTC |
Grogin JeffreyCALO and Secretary
|
SaleCommon Shares of Beneficial Interest | 1,513 | $16.31 | $24,677.03 |
DisclosureSEC source: 0001127602-16-070170 · form4.xml · nonDerivative · entry 1 Grogin Jeffrey · CIK 0001440697 · CALO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,146 Read SEC document |
| September 21, 2016 Filed Sep 23, 2016 21:23 UTC |
Carnahan Scott W.Director
|
PurchaseCommon Shares of Beneficial Interest | 1,016 | $15.16 | $15,402.56 |
DisclosureSEC source: 0001127602-16-063133 · form4.xml · nonDerivative · entry 3 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,544 F1 · balance_after: The reported amount consists of 11,219 restricted share units and 40,325 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 |
| September 21, 2016 Filed Sep 23, 2016 21:23 UTC |
Carnahan Scott W.Director
|
PurchaseCommon Shares of Beneficial Interest | 1,325 | $15.24 | $20,192.87 |
DisclosureSEC source: 0001127602-16-063133 · form4.xml · nonDerivative · entry 2 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,528 Read SEC document |
| September 21, 2016 Filed Sep 23, 2016 21:23 UTC |
Carnahan Scott W.Director
|
PurchaseCommon Shares of Beneficial Interest | 1,000 | $15.25 | $15,250.00 |
DisclosureSEC source: 0001127602-16-063133 · form4.xml · nonDerivative · entry 1 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,203 Read SEC document |
| June 04, 2016 Filed Feb 13, 2017 17:51 UTC |
Hadley Randall D.Director
|
GiftCommon Shares of Beneficial Interest | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005556 · form5.xml · nonDerivative · entry 1 Hadley Randall D. · CIK 0001469168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,013 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 11,219 restricted share units and 7,794 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.