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, 2025 Filed Feb 27, 2025 02:59 UTC |
Perotti Daniel StanleyChief Financial Officer
|
GrantPerformance-Based Restricted Share Units · Derivative | 5,634 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007061 · form4.xml · derivative · entry 12 Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,634 Underlying: Common Shares of Beneficial Interest · 5,634 shares Expires not disclosed 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 |
| February 24, 2025 Filed Feb 27, 2025 02:59 UTC |
Perotti Daniel StanleyChief Financial Officer
|
Exercise / conversionPerformance-Based Restricted Share Units · Derivative | 5,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007061 · form4.xml · derivative · entry 11 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 · 5,160 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 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. 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 110.2%. F2 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. 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 110.2%. F2 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. 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 110.2%. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:59 UTC |
Perotti Daniel StanleyChief Financial Officer
|
GrantPerformance-Based Restricted Share Units · Derivative | 5,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007061 · form4.xml · derivative · entry 10 Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,160 Underlying: Common Shares of Beneficial Interest · 5,160 shares Expires not disclosed F2 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. 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 110.2%. F2 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. 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 110.2%. F2 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. 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 110.2%. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:59 UTC |
Perotti Daniel StanleyChief Financial Officer
|
Tax withholdingCommon Shares of Beneficial Interest | 1,830 | $14.07 | $25,748.10 |
DisclosureSEC source: 0001127602-25-007061 · form4.xml · nonDerivative · entry 7 Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,133 Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:59 UTC |
Perotti Daniel StanleyChief Financial Officer
|
Tax withholdingCommon Shares of Beneficial Interest | 2,016 | $14.07 | $28,365.12 |
DisclosureSEC source: 0001127602-25-007061 · form4.xml · nonDerivative · entry 6 Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,963 Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:59 UTC |
Perotti Daniel StanleyChief Financial Officer
|
Tax withholdingCommon Shares of Beneficial Interest | 1,847 | $14.04 | $25,931.88 |
DisclosureSEC source: 0001127602-25-007061 · form4.xml · nonDerivative · entry 5 Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,979 Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:59 UTC |
Perotti Daniel StanleyChief Financial Officer
|
Exercise / conversionCommon Shares of Beneficial Interest | 5,112 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007061 · form4.xml · nonDerivative · entry 4 Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,826 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. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:59 UTC |
Perotti Daniel StanleyChief Financial Officer
|
Exercise / conversionCommon Shares of Beneficial Interest | 5,634 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007061 · form4.xml · nonDerivative · entry 3 Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,714 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. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:59 UTC |
Perotti Daniel StanleyChief Financial Officer
|
Exercise / conversionCommon Shares of Beneficial Interest | 5,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007061 · form4.xml · nonDerivative · entry 2 Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,080 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. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:59 UTC |
Perotti Daniel StanleyChief Financial Officer
|
GrantCommon Shares of Beneficial Interest | 15,946 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007061 · form4.xml · nonDerivative · entry 1 Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,920 F1 · shares: The Reporting Person was granted restricted stock units, which will 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 common stock upon vesting. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:57 UTC |
McAllister, NancyDirector
|
GrantCommon Shares of Beneficial Interest | 7,795 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007058 · form4.xml · nonDerivative · entry 1 McAllister, Nancy · CIK 0001561961 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,616.001 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 15,455 restricted share units and 60,161.001 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 24, 2025 Filed Feb 27, 2025 02:38 UTC |
Pouraghabagher SetarehDirector
|
GrantCommon Shares of Beneficial Interest | 7,795 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007052 · form4.xml · nonDerivative · entry 1 Pouraghabagher Setareh · CIK 0001712251 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,791 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 13,791 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 |
| February 24, 2025 Filed Feb 27, 2025 02:34 UTC |
Preston Paul DuFauchard, Jr.Director
|
GrantCommon Shares of Beneficial Interest | 7,795 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007048 · form4.xml · nonDerivative · entry 1 Preston Paul DuFauchard, Jr. · CIK 0001561933 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,737 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 44,282 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 02:32 UTC |
Corley Donna MDirector
|
GrantCommon Shares of Beneficial Interest | 7,795 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007046 · form4.xml · nonDerivative · entry 1 Corley Donna M · CIK 0001793212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,002 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 15,455 restricted stock units and 6,547 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 02:27 UTC |
STARK DEREKChief Legal Officer
|
Exercise / conversionPerformance-Based Restricted Share Units · Derivative | 1,789 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007039 · form4.xml · derivative · entry 14 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares of Beneficial Interest · 1,789 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 02:27 UTC |
STARK DEREKChief Legal Officer
|
GrantPerformance-Based Restricted Share Units · Derivative | 1,789 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007039 · form4.xml · derivative · entry 13 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,789 Underlying: Common Shares of Beneficial Interest · 1,789 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 02:27 UTC |
STARK DEREKChief Legal Officer
|
Exercise / conversionPerformance-Based Restricted Share Units · Derivative | 1,971 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007039 · form4.xml · derivative · entry 12 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares of Beneficial Interest · 1,971 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 |
| February 24, 2025 Filed Feb 27, 2025 02:27 UTC |
STARK DEREKChief Legal Officer
|
GrantPerformance-Based Restricted Share Units · Derivative | 1,971 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007039 · form4.xml · derivative · entry 11 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,971 Underlying: Common Shares of Beneficial Interest · 1,971 shares Expires not disclosed 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 |
| February 24, 2025 Filed Feb 27, 2025 02:27 UTC |
STARK DEREKChief Legal Officer
|
Exercise / conversionPerformance-Based Restricted Share Units · Derivative | 2,257 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007039 · form4.xml · derivative · entry 10 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares of Beneficial Interest · 2,257 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 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. 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 110.2%. F2 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. 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 110.2%. F2 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. 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 110.2%. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:27 UTC |
STARK DEREKChief Legal Officer
|
GrantPerformance-Based Restricted Share Units · Derivative | 2,257 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007039 · form4.xml · derivative · entry 9 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,257 Underlying: Common Shares of Beneficial Interest · 2,257 shares Expires not disclosed F2 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. 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 110.2%. F2 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. 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 110.2%. F2 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. 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 110.2%. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:27 UTC |
STARK DEREKChief Legal Officer
|
Tax withholdingCommon Shares of Beneficial Interest | 641 | $14.07 | $9,018.87 |
DisclosureSEC source: 0001127602-25-007039 · form4.xml · nonDerivative · entry 7 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,558 F5 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted stock units. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:27 UTC |
STARK DEREKChief Legal Officer
|
Tax withholdingCommon Shares of Beneficial Interest | 706 | $14.07 | $9,933.42 |
DisclosureSEC source: 0001127602-25-007039 · form4.xml · nonDerivative · entry 6 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,199 F5 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted stock units. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:27 UTC |
STARK DEREKChief Legal Officer
|
Tax withholdingCommon Shares of Beneficial Interest | 808 | $14.07 | $11,368.56 |
DisclosureSEC source: 0001127602-25-007039 · form4.xml · nonDerivative · entry 5 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,905 F5 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted stock units. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:27 UTC |
STARK DEREKChief Legal Officer
|
Exercise / conversionCommon Shares of Beneficial Interest | 1,789 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007039 · form4.xml · nonDerivative · entry 4 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,713 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 · 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 27, 2025 02:27 UTC |
STARK DEREKChief Legal Officer
|
Exercise / conversionCommon Shares of Beneficial Interest | 1,971 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007039 · form4.xml · nonDerivative · entry 3 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,924 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: This performance-based restricted share unit (PSU) award was granted on February 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 27, 2025 02:27 UTC |
STARK DEREKChief Legal Officer
|
Exercise / conversionCommon Shares of Beneficial Interest | 2,257 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007039 · form4.xml · nonDerivative · entry 2 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,953 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 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. 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 110.2%. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:27 UTC |
STARK DEREKChief Legal Officer
|
GrantCommon Shares of Beneficial Interest | 7,973 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007039 · form4.xml · nonDerivative · entry 1 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,696 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. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:25 UTC |
Jones DougDirector · Director, President & CMBO
|
Exercise / conversionPerformance-Based Restricted Share Units · Derivative | 6,135 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007037 · form4.xml · derivative · entry 14 Jones Doug · CIK 0001544302 · Director · Director, President & CMBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares of Beneficial Interest · 6,135 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 02:25 UTC |
Jones DougDirector · Director, President & CMBO
|
GrantPerformance-Based Restricted Share Units · Derivative | 6,135 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007037 · form4.xml · derivative · entry 13 Jones Doug · CIK 0001544302 · Director · Director, President & CMBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,135 Underlying: Common Shares of Beneficial Interest · 6,135 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 02:25 UTC |
Jones DougDirector · Director, President & CMBO
|
Exercise / conversionPerformance-Based Restricted Share Units · Derivative | 5,634 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007037 · form4.xml · derivative · entry 12 Jones Doug · CIK 0001544302 · Director · Director, President & CMBO 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 |
| February 24, 2025 Filed Feb 27, 2025 02:25 UTC |
Jones DougDirector · Director, President & CMBO
|
GrantPerformance-Based Restricted Share Units · Derivative | 5,634 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007037 · form4.xml · derivative · entry 11 Jones Doug · CIK 0001544302 · Director · Director, President & CMBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,634 Underlying: Common Shares of Beneficial Interest · 5,634 shares Expires not disclosed 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 |
| February 24, 2025 Filed Feb 27, 2025 02:25 UTC |
Jones DougDirector · Director, President & CMBO
|
Exercise / conversionPerformance-Based Restricted Share Units · Derivative | 6,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007037 · form4.xml · derivative · entry 10 Jones Doug · CIK 0001544302 · Director · Director, President & CMBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares of Beneficial Interest · 6,450 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 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. 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 110.2%. F2 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. 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 110.2%. F2 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. 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 110.2%. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:25 UTC |
Jones DougDirector · Director, President & CMBO
|
GrantPerformance-Based Restricted Share Units · Derivative | 6,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007037 · form4.xml · derivative · entry 9 Jones Doug · CIK 0001544302 · Director · Director, President & CMBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,450 Underlying: Common Shares of Beneficial Interest · 6,450 shares Expires not disclosed F2 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. 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 110.2%. F2 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. 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 110.2%. F2 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. 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 110.2%. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:25 UTC |
Jones DougDirector · Director, President & CMBO
|
Tax withholdingCommon Shares of Beneficial Interest | 3,116 | $14.07 | $43,842.12 |
DisclosureSEC source: 0001127602-25-007037 · form4.xml · nonDerivative · entry 7 Jones Doug · CIK 0001544302 · Director · Director, President & CMBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,593 F5 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted share units. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:25 UTC |
Jones DougDirector · Director, President & CMBO
|
Tax withholdingCommon Shares of Beneficial Interest | 2,861 | $14.07 | $40,254.27 |
DisclosureSEC source: 0001127602-25-007037 · form4.xml · nonDerivative · entry 6 Jones Doug · CIK 0001544302 · Director · Director, President & CMBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,709 F5 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted share units. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:25 UTC |
Jones DougDirector · Director, President & CMBO
|
Tax withholdingCommon Shares of Beneficial Interest | 3,276 | $14.07 | $46,093.32 |
DisclosureSEC source: 0001127602-25-007037 · form4.xml · nonDerivative · entry 5 Jones Doug · CIK 0001544302 · Director · Director, President & CMBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,570 F5 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted share units. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:25 UTC |
Jones DougDirector · Director, President & CMBO
|
Exercise / conversionCommon Shares of Beneficial Interest | 6,135 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007037 · form4.xml · nonDerivative · entry 4 Jones Doug · CIK 0001544302 · Director · Director, President & CMBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,846 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 · 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 27, 2025 02:25 UTC |
Jones DougDirector · Director, President & CMBO
|
Exercise / conversionCommon Shares of Beneficial Interest | 5,634 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007037 · form4.xml · nonDerivative · entry 3 Jones Doug · CIK 0001544302 · Director · Director, President & CMBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,711 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 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 27, 2025 02:25 UTC |
Jones DougDirector · Director, President & CMBO
|
Exercise / conversionCommon Shares of Beneficial Interest | 6,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007037 · form4.xml · nonDerivative · entry 2 Jones Doug · CIK 0001544302 · Director · Director, President & CMBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,077 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 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. 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 110.2%. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:25 UTC |
Jones DougDirector · Director, President & CMBO
|
GrantCommon Shares of Beneficial Interest | 25,513 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007037 · form4.xml · nonDerivative · entry 1 Jones Doug · CIK 0001544302 · Director · Director, President & CMBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,627 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. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:19 UTC |
SPECTOR DAVIDDirector · Chairman and CEO
|
Exercise / conversionPerformance-Based Restricted Share Units · Derivative | 10,224 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007033 · form4.xml · derivative · entry 14 SPECTOR DAVID · CIK 0001275713 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares of Beneficial Interest · 10,224 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 02:19 UTC |
SPECTOR DAVIDDirector · Chairman and CEO
|
GrantPerformance-Based Restricted Share Units · Derivative | 10,224 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007033 · form4.xml · derivative · entry 13 SPECTOR DAVID · CIK 0001275713 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,224 Underlying: Common Shares of Beneficial Interest · 10,224 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 02:19 UTC |
SPECTOR DAVIDDirector · Chairman and CEO
|
Exercise / conversionPerformance-Based Restricted Share Units · Derivative | 11,269 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007033 · form4.xml · derivative · entry 12 SPECTOR DAVID · CIK 0001275713 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares of Beneficial Interest · 11,269 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 |
| February 24, 2025 Filed Feb 27, 2025 02:19 UTC |
SPECTOR DAVIDDirector · Chairman and CEO
|
GrantPerformance-Based Restricted Share Units · Derivative | 11,269 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007033 · form4.xml · derivative · entry 11 SPECTOR DAVID · CIK 0001275713 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,269 Underlying: Common Shares of Beneficial Interest · 11,269 shares Expires not disclosed 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 |
| February 24, 2025 Filed Feb 27, 2025 02:19 UTC |
SPECTOR DAVIDDirector · Chairman and CEO
|
Exercise / conversionPerformance-Based Restricted Share Units · Derivative | 12,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007033 · form4.xml · derivative · entry 10 SPECTOR DAVID · CIK 0001275713 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares of Beneficial Interest · 12,900 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 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. 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 110.2%. F2 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. 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 110.2%. F2 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. 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 110.2%. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:19 UTC |
SPECTOR DAVIDDirector · Chairman and CEO
|
GrantPerformance-Based Restricted Share Units · Derivative | 12,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007033 · form4.xml · derivative · entry 9 SPECTOR DAVID · CIK 0001275713 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,900 Underlying: Common Shares of Beneficial Interest · 12,900 shares Expires not disclosed F2 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. 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 110.2%. F2 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. 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 110.2%. F2 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. 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 110.2%. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:19 UTC |
SPECTOR DAVIDDirector · Chairman and CEO
|
Tax withholdingCommon Shares of Beneficial Interest | 5,506 | $14.07 | $77,469.42 |
DisclosureSEC source: 0001127602-25-007033 · form4.xml · nonDerivative · entry 7 SPECTOR DAVID · CIK 0001275713 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 363,658 F5 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted share units. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:19 UTC |
SPECTOR DAVIDDirector · Chairman and CEO
|
Tax withholdingCommon Shares of Beneficial Interest | 6,069 | $14.07 | $85,390.83 |
DisclosureSEC source: 0001127602-25-007033 · form4.xml · nonDerivative · entry 6 SPECTOR DAVID · CIK 0001275713 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 369,164 F5 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted share units. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:19 UTC |
SPECTOR DAVIDDirector · Chairman and CEO
|
Tax withholdingCommon Shares of Beneficial Interest | 6,947 | $14.07 | $97,744.29 |
DisclosureSEC source: 0001127602-25-007033 · form4.xml · nonDerivative · entry 5 SPECTOR DAVID · CIK 0001275713 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 375,233 F5 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted share units. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:19 UTC |
SPECTOR DAVIDDirector · Chairman and CEO
|
Exercise / conversionCommon Shares of Beneficial Interest | 10,224 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007033 · form4.xml · nonDerivative · entry 4 SPECTOR DAVID · CIK 0001275713 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 382,180 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 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.