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PennyMac Mortgage Investment Trust

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899
SEC CIK
0001464423
Parsed reports
440

Last 12 months

Inside the activity.

3 purchase rows · 3 sale rows

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

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
February 23, 2026 Filed Feb 26, 2026 00:54 UTC
STARK DEREKChief Legal Officer
Exercise / conversionCommon Shares of Beneficial Interest 2,571 $0.00 $0.00
Disclosure

SEC source: 0001464423-26-000020 · form4.xml · nonDerivative · entry 3

STARK DEREK · CIK 0001198631 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,597

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

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

Read SEC document
February 23, 2026 Filed Feb 26, 2026 00:54 UTC
STARK DEREKChief Legal Officer
Exercise / conversionCommon Shares of Beneficial Interest 1,768 $0.00 $0.00
Disclosure

SEC source: 0001464423-26-000020 · form4.xml · nonDerivative · entry 2

STARK DEREK · CIK 0001198631 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,026

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

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

Read SEC document
February 23, 2026 Filed Feb 26, 2026 00:54 UTC
STARK DEREKChief Legal Officer
Exercise / conversionCommon Shares of Beneficial Interest 1,949 $0.00 $0.00
Disclosure

SEC source: 0001464423-26-000020 · form4.xml · nonDerivative · entry 1

STARK DEREK · CIK 0001198631 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,258

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

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

Read SEC document
February 23, 2026 Filed Feb 26, 2026 00:29 UTC GrantCommon Shares of Beneficial Interest 10,699 $0.00 $0.00
Disclosure

SEC source: 0001464423-26-000014 · form4.xml · nonDerivative · entry 1

Pouraghabagher Setareh · CIK 0001712251 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,490

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

F2 · balance_after: The reported amount consists of 18,494 restricted share units and 5,996 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting.

Read SEC document
February 23, 2026 Filed Feb 26, 2026 00:14 UTC GrantCommon Shares of Beneficial Interest 10,699 $0.00 $0.00
Disclosure

SEC source: 0001464423-26-000008 · form4.xml · nonDerivative · entry 1

Preston Paul DuFauchard, Jr. · CIK 0001561933 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,436

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

F2 · balance_after: The reported amount consists of 18,494 restricted share units and 51,942 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting.

Read SEC document
February 23, 2026 Filed Feb 26, 2026 00:21 UTC GrantCommon Shares of Beneficial Interest 10,699 $0.00 $0.00
Disclosure

SEC source: 0001464423-26-000012 · form4.xml · nonDerivative · entry 1

McAllister, Nancy · CIK 0001561961 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 86,315.001

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

F2 · balance_after: The reported amount consists of 18,494 restricted share units and 67,821.001 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting.

Read SEC document
February 23, 2026 Filed Feb 26, 2026 00:12 UTC GrantCommon Shares of Beneficial Interest 10,699 $0.00 $0.00
Disclosure

SEC source: 0001464423-26-000006 · form4.xml · nonDerivative · entry 1

Corley Donna M · CIK 0001793212 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,701

F1 · shares: The Reporting Person was granted restricted share units in connection with her service as a Trustee. The restricted share units, which will vest 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 18,494 restricted stock units and 14,207 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 23, 2026 Filed Jan 27, 2026 21:22 UTC PurchaseCommon Shares of Beneficial Interest 684.8954 $13.28 $9,095.41
Disclosure

SEC source: 0001464423-26-000002 · form4.xml · nonDerivative · entry 2

Lynch Catherine A. · CIK 0001668396 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,646.802

F1 · shares: Shares acquired under brokers' automatic dividend reinvestment plans.

F3 · balance_after: The reported amount consists of 7,795 restricted stock units and 49,851.8020 shares of Common Shares. The restricted stock units are to be settled in an equal number of shares of Common Shares upon vesting.

Read SEC document
January 23, 2026 Filed Jan 27, 2026 21:22 UTC PurchaseCommon Shares of Beneficial Interest 766.0407 $13.20 $10,111.74
Disclosure

SEC source: 0001464423-26-000002 · form4.xml · nonDerivative · entry 1

Lynch Catherine A. · CIK 0001668396 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,961.9066

F1 · shares: Shares acquired under brokers' automatic dividend reinvestment plans.

F2 · balance_after: The reported amount consists of 7,795 restricted stock units and 49,166.9066 shares of Common Shares. The restricted stock units are to be settled in an equal number of shares of Common Shares upon vesting.

Read SEC document
November 17, 2025 Filed Nov 18, 2025 22:37 UTC
SPECTOR DAVIDDirector · Chairman and CEO
PurchaseCommon Shares of Beneficial Interest 10,000 $12.40 $124,000.00
Disclosure

SEC source: 0001464423-25-000010 · form4.xml · nonDerivative · entry 1

SPECTOR DAVID · CIK 0001275713 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 357,794

F1 · price: The price reported is the weighted average price of multiple transactions at prices ranging from $12.38 to $12.41. 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 77,053 restricted share units and 280,741 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
October 24, 2025 Filed Oct 28, 2025 21:29 UTC PurchaseCommon Shares of Beneficial Interest 695.8411 $12.67 $8,816.31
Disclosure

SEC source: 0001464423-25-000008 · form4.xml · nonDerivative · entry 2

Lynch Catherine A. · CIK 0001668396 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,195.8659

F2 · balance_after: The reported amount consists of 7,795 restricted stock units and 48,400.8659 shares of Common Shares. The restricted stock units are to be settled in an equal number of shares of Common Shares upon vesting.

Read SEC document
October 24, 2025 Filed Oct 28, 2025 21:29 UTC PurchaseCommon Shares of Beneficial Interest 774.0093 $12.67 $9,806.70
Disclosure

SEC source: 0001464423-25-000008 · form4.xml · nonDerivative · entry 1

Lynch Catherine A. · CIK 0001668396 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,500.0248

F1 · balance_after: The reported amount consists of 7,795 restricted stock units and 47,705.0248 shares of Common Shares. The restricted stock units are to be settled in an equal number of shares of Common Shares upon vesting.

Read SEC document
September 22, 2025 Filed Sep 24, 2025 17:09 UTC PurchaseCommon Shares of Beneficial Interest 2,823 $12.02 $33,932.46
Disclosure

SEC source: 0001464423-25-000006 · form4.xml · nonDerivative · entry 1

Lynch Catherine A. · CIK 0001668396 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,710.9183

F1 · balance_after: The reported amount consists of 7,795 restricted stock units and 46,915.9183 shares of Common Shares. The restricted stock units are to be settled in an equal number of shares of Common Shares upon vesting.

Read SEC document
July 25, 2025 Filed Jul 28, 2025 18:22 UTC PurchaseCommon Shares of Beneficial Interest 593.2284 $12.56 $7,450.95
Disclosure

SEC source: 0001127602-25-019676 · form4.xml · nonDerivative · entry 2

Lynch Catherine A. · CIK 0001668396 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,887.9183

F1 · shares: Shares acquired under brokers' automatic dividend reinvestment plans.

F3 · balance_after: The reported amount consists of 7,795 restricted stock units and 44,092.9183 shares of Common Shares. The restricted stock units are to be settled in an equal number of shares of Common Shares upon vesting.

Read SEC document
July 25, 2025 Filed Jul 28, 2025 18:22 UTC PurchaseCommon Shares of Beneficial Interest 772.6053 $12.30 $9,503.05
Disclosure

SEC source: 0001127602-25-019676 · form4.xml · nonDerivative · entry 1

Lynch Catherine A. · CIK 0001668396 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,294.6899

F1 · shares: Shares acquired under brokers' automatic dividend reinvestment plans.

F2 · balance_after: The reported amount consists of 7,795 restricted stock units and 43,499.6899 shares of Common Shares. The restricted stock units are to be settled in an equal number of shares of Common Shares upon vesting.

Read SEC document
April 25, 2025 Filed Apr 28, 2025 18:52 UTC PurchaseCommon Shares of Beneficial Interest 763.6051 $12.05 $9,201.44
Disclosure

SEC source: 0001127602-25-012702 · form4.xml · nonDerivative · entry 3

Lynch Catherine A. · CIK 0001668396 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,522.0846

F2 · shares: Shares acquired under brokers' automatic dividend reinvestment plans.

F4 · balance_after: The reported amount consists of 7,795 restricted stock units and 42,727.0846 shares of Common Shares. The restricted stock units are to be settled in an equal number of shares of Common Shares upon vesting.

Read SEC document
April 25, 2025 Filed Apr 28, 2025 18:52 UTC PurchaseCommon Shares of Beneficial Interest 504.5066 $12.08 $6,096.81
Disclosure

SEC source: 0001127602-25-012702 · form4.xml · nonDerivative · entry 2

Lynch Catherine A. · CIK 0001668396 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,758.4795

F2 · shares: Shares acquired under brokers' automatic dividend reinvestment plans.

F3 · balance_after: The reported amount consists of 7,795 restricted stock units and 41,963,4795 shares of Common Shares. The restricted stock units are to be settled in an equal number of shares of Common Shares upon vesting.

Read SEC document
April 24, 2025 Filed Apr 28, 2025 18:52 UTC PurchaseCommon Shares of Beneficial Interest 2,878 $12.15 $34,967.70
Disclosure

SEC source: 0001127602-25-012702 · form4.xml · nonDerivative · entry 1

Lynch Catherine A. · CIK 0001668396 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,253.9729

F1 · balance_after: The reported amount consists of 7,795 restricted stock units and 41,458,9729 shares of Common Shares. The restricted stock units are to be settled in an equal number of shares of Common Shares upon vesting.

Read SEC document
March 12, 2025 Filed Mar 13, 2025 19:01 UTC
Tidmore AbbieChief Revenue Officer
Tax withholdingCommon Shares of Beneficial Interest 288 $14.33 $4,127.04
Disclosure

SEC source: 0001127602-25-009396 · form4.xml · nonDerivative · entry 1

Tidmore Abbie · CIK 0002058066 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,076

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

F2 · balance_after: The reported amount consists of 8,990 restricted stock units and 19,086 shares of Common Shares of Beneficial Interest. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting.

Read SEC document
March 12, 2025 Filed Mar 13, 2025 18:52 UTC
Follette JamesChief Digital Officer
Tax withholdingCommon Shares of Beneficial Interest 531 $14.33 $7,609.23
Disclosure

SEC source: 0001127602-25-009386 · form4.xml · nonDerivative · entry 1

Follette James · CIK 0001912289 · Chief Digital Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,773

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

F2 · balance_after: The reported amount consists of 6,429 restricted stock units and 10,344 shares of Common Stock. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting.

Read SEC document
March 12, 2025 Filed Mar 13, 2025 22:58 UTC
STARK DEREKChief Legal Officer
Tax withholdingCommon Shares of Beneficial Interest 928 $14.33 $13,298.24
Disclosure

SEC source: 0001127602-25-009392 · form4.xml · nonDerivative · entry 1

STARK DEREK · CIK 0001198631 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,309

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

F2 · balance_after: The reported amount consists of 13,644 restricted share units and 36,665 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, 2025 Filed Mar 13, 2025 22:56 UTC
Perotti Daniel StanleyChief Financial Officer
Tax withholdingCommon Shares of Beneficial Interest 2,652 $14.33 $38,003.16
Disclosure

SEC source: 0001127602-25-009390 · form4.xml · nonDerivative · entry 1

Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75,049

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

F2 · balance_after: The reported amount consists of 32,148 restricted share units and 42,901 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, 2025 Filed Mar 13, 2025 22:54 UTC
Jones DougDirector · Director, President & CMBO
Tax withholdingCommon Shares of Beneficial Interest 2,960 $14.33 $42,416.80
Disclosure

SEC source: 0001127602-25-009388 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,122

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

F2 · balance_after: The reported amount consists of 43,804 restricted share units and 17,318 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, 2025 Filed Mar 13, 2025 22:50 UTC
SPECTOR DAVIDDirector · Chairman and CEO
Tax withholdingCommon Shares of Beneficial Interest 5,254 $14.33 $75,289.82
Disclosure

SEC source: 0001127602-25-009384 · form4.xml · nonDerivative · entry 1

SPECTOR DAVID · CIK 0001275713 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 347,794

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

F2 · balance_after: The reported amount consists of 77,053 restricted share units and 270,741 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 05, 2025 Filed Mar 7, 2025 22:08 UTC
Jones DougDirector · Director, President & CMBO
SaleCommon Shares of Beneficial Interest 14,530 $14.50 $210,685.00
Disclosure

SEC source: 0001127602-25-008743 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,082

F1 · price: The price reported is the weighted average price of multiple transactions ranging from $14.47 to $14.54. 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 50,071 restricted share units and 14,011 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 18:52 UTC
Follette JamesChief Digital Officer
Tax withholdingCommon Shares of Beneficial Interest 412 $14.39 $5,928.68
Disclosure

SEC source: 0001127602-25-008032 · form4.xml · nonDerivative · entry 1

Follette James · CIK 0001912289 · Chief Digital Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,304

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

F2 · balance_after: The reported amount consists of 7,473 restricted stock units and 9,831 shares of Common Stock. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting.

Read SEC document
February 28, 2025 Filed Mar 5, 2025 00:00 UTC
STARK DEREKChief Legal Officer
Tax withholdingCommon Shares of Beneficial Interest 721 $14.39 $10,375.19
Disclosure

SEC source: 0001127602-25-008051 · form4.xml · nonDerivative · entry 1

STARK DEREK · CIK 0001198631 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,237

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

F2 · balance_after: The reported amount consists of 15,471 restricted share units and 35,766 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 23:58 UTC
Perotti Daniel StanleyChief Financial Officer
Tax withholdingCommon Shares of Beneficial Interest 2,060 $14.39 $29,643.40
Disclosure

SEC source: 0001127602-25-008046 · form4.xml · nonDerivative · entry 1

Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,701

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

F2 · balance_after: The reported amount consists of 37,370 restricted share units and 40,331 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
February 28, 2025 Filed Mar 4, 2025 23:55 UTC
Jones DougDirector · Director, President & CMBO
Tax withholdingCommon Shares of Beneficial Interest 2,719 $14.39 $39,126.41
Disclosure

SEC source: 0001127602-25-008040 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 78,612

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

F2 · balance_after: The reported amount consists of 50,071 restricted share units and 28,541 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 23:49 UTC
SPECTOR DAVIDDirector · Chairman and CEO
Tax withholdingCommon Shares of Beneficial Interest 5,791 $14.39 $83,332.49
Disclosure

SEC source: 0001127602-25-008030 · form4.xml · nonDerivative · entry 1

SPECTOR DAVID · CIK 0001275713 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 353,048

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

F2 · balance_after: The reported amount consists of 87,498 restricted share units and 265,550 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 25, 2025 Filed Feb 27, 2025 02:59 UTC
Perotti Daniel StanleyChief Financial Officer
Tax withholdingCommon Shares of Beneficial Interest 1,372 $14.11 $19,358.92
Disclosure

SEC source: 0001127602-25-007061 · form4.xml · nonDerivative · entry 8

Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,761

Read SEC document
February 25, 2025 Filed Feb 27, 2025 02:27 UTC
STARK DEREKChief Legal Officer
Tax withholdingCommon Shares of Beneficial Interest 600 $14.11 $8,466.00
Disclosure

SEC source: 0001127602-25-007039 · form4.xml · nonDerivative · entry 8

STARK DEREK · CIK 0001198631 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,958

F6 · shares: Represents shares withheld for taxes upon vesting of restricted share units.

F7 · balance_after: The reported amount consists of 17,485 restricted share units and 34,473 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 25, 2025 Filed Feb 27, 2025 02:25 UTC
Jones DougDirector · Director, President & CMBO
Tax withholdingCommon Shares of Beneficial Interest 2,262 $14.11 $31,916.82
Disclosure

SEC source: 0001127602-25-007037 · form4.xml · nonDerivative · entry 8

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 81,331

F6 · shares: Represents shares withheld for taxes upon vesting of restricted share units.

F7 · balance_after: The reported amount consists of 55,827 restricted share units and 25,504 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 25, 2025 Filed Feb 27, 2025 02:19 UTC
SPECTOR DAVIDDirector · Chairman and CEO
Tax withholdingCommon Shares of Beneficial Interest 4,819 $14.11 $67,996.09
Disclosure

SEC source: 0001127602-25-007033 · form4.xml · nonDerivative · entry 8

SPECTOR DAVID · CIK 0001275713 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 358,839

F6 · shares: Represents shares withheld for taxes upon vesting of restricted share units.

F7 · balance_after: The reported amount consists of 99,010 restricted share units and 259,829 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, 2025 Filed Feb 26, 2025 21:29 UTC
Follette JamesChief Digital Officer
Exercise / conversionPerformance-Based Restricted Share Units · Derivative 1,022 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-007041 · form4.xml · derivative · entry 9

Follette James · CIK 0001912289 · Chief Digital Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares of Beneficial Interest · 1,022 shares

Expires not disclosed

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

F3 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%.

F3 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%.

F3 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%.

Read SEC document
February 24, 2025 Filed Feb 26, 2025 21:29 UTC
Follette JamesChief Digital Officer
GrantPerformance-Based Restricted Share Units · Derivative 1,022 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-007041 · form4.xml · derivative · entry 8

Follette James · CIK 0001912289 · Chief Digital Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,022

Underlying: Common Shares of Beneficial Interest · 1,022 shares

Expires not disclosed

F3 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%.

F3 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%.

F3 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%.

Read SEC document
February 24, 2025 Filed Feb 26, 2025 21:29 UTC
Follette JamesChief Digital Officer
Exercise / conversionPerformance-Based Restricted Share Units · Derivative 1,126 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-007041 · form4.xml · derivative · entry 7

Follette James · CIK 0001912289 · Chief Digital Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares of Beneficial Interest · 1,126 shares

Expires not disclosed

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

F2 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%.

F2 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%.

F2 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%.

Read SEC document
February 24, 2025 Filed Feb 26, 2025 21:29 UTC
Follette JamesChief Digital Officer
GrantPerformance-Based Restricted Share Units · Derivative 1,126 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-007041 · form4.xml · derivative · entry 6

Follette James · CIK 0001912289 · Chief Digital Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,126

Underlying: Common Shares of Beneficial Interest · 1,126 shares

Expires not disclosed

F2 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%.

F2 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%.

F2 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%.

Read SEC document
February 24, 2025 Filed Feb 26, 2025 21:29 UTC
Follette JamesChief Digital Officer
Tax withholdingCommon Shares of Beneficial Interest 366 $14.07 $5,149.62
Disclosure

SEC source: 0001127602-25-007041 · form4.xml · nonDerivative · entry 5

Follette James · CIK 0001912289 · Chief Digital Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,716

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

F5 · balance_after: The reported amount consists of 8,624 restricted stock units and 9,092 shares of Common Stock. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting.

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February 24, 2025 Filed Feb 26, 2025 21:29 UTC
Follette JamesChief Digital Officer
Tax withholdingCommon Shares of Beneficial Interest 403 $14.07 $5,670.21
Disclosure

SEC source: 0001127602-25-007041 · form4.xml · nonDerivative · entry 4

Follette James · CIK 0001912289 · Chief Digital Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,082

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

Read SEC document
February 24, 2025 Filed Feb 26, 2025 21:29 UTC
Follette JamesChief Digital Officer
Exercise / conversionCommon Shares of Beneficial Interest 1,022 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-007041 · form4.xml · nonDerivative · entry 3

Follette James · CIK 0001912289 · Chief Digital Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,485

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

F3 · shares: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%.

Read SEC document
February 24, 2025 Filed Feb 26, 2025 21:29 UTC
Follette JamesChief Digital Officer
Exercise / conversionCommon Shares of Beneficial Interest 1,126 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-007041 · form4.xml · nonDerivative · entry 2

Follette James · CIK 0001912289 · Chief Digital Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,463

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

F2 · shares: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%.

Read SEC document
February 24, 2025 Filed Feb 26, 2025 21:29 UTC
Follette JamesChief Digital Officer
GrantCommon Shares of Beneficial Interest 3,189 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-007041 · form4.xml · nonDerivative · entry 1

Follette James · CIK 0001912289 · Chief Digital Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,337

F1 · shares: The Reporting Person was granted restricted stock units, which will vest in three equal installments beginning on the first anniversary of the date of grant, are to be settled in an equal number of shares of common stock upon vesting.

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February 24, 2025 Filed Feb 26, 2025 21:39 UTC GrantCommon Shares of Beneficial Interest 7,795 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-007054 · form4.xml · nonDerivative · entry 1

Schultz Renee · CIK 0001860015 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,134

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

F2 · balance_after: The reported amount consists of 15,455 restricted share units and 18,679 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.

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February 24, 2025 Filed Feb 26, 2025 21:36 UTC GrantCommon Shares of Beneficial Interest 7,795 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-007050 · form4.xml · nonDerivative · entry 1

Lynch Catherine A. · CIK 0001668396 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,375.9729

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

F2 · balance_after: The reported amount consists of 15,455 restricted stock units and 30,920.9729 shares of Common Shares. The restricted stock units are to be settled in an equal number of shares of Common Shares upon vesting.

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February 24, 2025 Filed Feb 27, 2025 02:41 UTC GrantCommon Shares of Beneficial Interest 7,795 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-007056 · form4.xml · nonDerivative · entry 1

Stewart Stacey D. · CIK 0001469174 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,583

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

F2 · balance_after: The reported amount consists of 15,455 restricted share units and 44,128 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, 2025 Filed Feb 27, 2025 02:31 UTC GrantCommon Shares of Beneficial Interest 7,795 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-007044 · form4.xml · nonDerivative · entry 1

Carnahan Scott W. · CIK 0001469228 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,172.61

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

F2 · balance_after: The reported amount consists of 15,455 restricted share units and 1,717.61 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, 2025 Filed Feb 27, 2025 02:59 UTC
Perotti Daniel StanleyChief Financial Officer
Exercise / conversionPerformance-Based Restricted Share Units · Derivative 5,112 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-007061 · form4.xml · derivative · entry 15

Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares of Beneficial Interest · 5,112 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.

F4 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%.

F4 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%.

F4 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%.

Read SEC document
February 24, 2025 Filed Feb 27, 2025 02:59 UTC
Perotti Daniel StanleyChief Financial Officer
GrantPerformance-Based Restricted Share Units · Derivative 5,112 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-007061 · form4.xml · derivative · entry 14

Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,112

Underlying: Common Shares of Beneficial Interest · 5,112 shares

Expires not disclosed

F4 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%.

F4 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%.

F4 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%.

Read SEC document
February 24, 2025 Filed Feb 27, 2025 02:59 UTC
Perotti Daniel StanleyChief Financial Officer
Exercise / conversionPerformance-Based Restricted Share Units · Derivative 5,634 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-007061 · form4.xml · derivative · entry 13

Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares of Beneficial Interest · 5,634 shares

Expires not disclosed

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

F3 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%.

F3 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%.

F3 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%.

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.