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 |
|---|---|---|---|---|---|---|
| March 12, 2024 Filed Mar 14, 2024 21:40 UTC |
Jones DougDirector · Director, President & CMBO
|
Tax withholdingCommon Shares of Beneficial Interest | 3,489 | $14.28 | $49,822.92 |
DisclosureSEC source: 0001127602-24-010155 · form4.xml · nonDerivative · entry 5 Jones Doug · CIK 0001544302 · Director · Director, President & CMBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,034 F5 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted share units. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 21:40 UTC |
Jones DougDirector · Director, President & CMBO
|
Exercise / conversionCommon Shares of Beneficial Interest | 10,552 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010155 · form4.xml · nonDerivative · entry 4 Jones Doug · CIK 0001544302 · Director · Director, President & CMBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,721 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 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 21:40 UTC |
Jones DougDirector · Director, President & CMBO
|
Exercise / conversionCommon Shares of Beneficial Interest | 10,974 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010155 · form4.xml · nonDerivative · entry 3 Jones Doug · CIK 0001544302 · Director · Director, President & CMBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,169 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 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 187.5%. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 21:40 UTC |
Jones DougDirector · Director, President & CMBO
|
Exercise / conversionCommon Shares of Beneficial Interest | 6,884 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010155 · form4.xml · nonDerivative · entry 2 Jones Doug · CIK 0001544302 · Director · Director, President & CMBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,195 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 17, 2021and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2021, 2022 and 2023. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 158.9%. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 21:40 UTC |
Jones DougDirector · Director, President & CMBO
|
GrantCommon Shares of Beneficial Interest | 18,802 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010155 · form4.xml · nonDerivative · entry 1 Jones Doug · CIK 0001544302 · Director · Director, President & CMBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,523 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 |
| March 12, 2024 Filed Mar 14, 2024 21:37 UTC |
STARK DEREKChief Legal Officer
|
Exercise / conversionPerformance-Based Restricted Share Units · Derivative | 3,693 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010153 · form4.xml · derivative · entry 13 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 · 3,693 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 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%. F4 · 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%. F4 · 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 21:37 UTC |
STARK DEREKChief Legal Officer
|
GrantPerformance-Based Restricted Share Units · Derivative | 3,693 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010153 · form4.xml · derivative · entry 12 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,693 Underlying: Common Shares of Beneficial Interest · 3,693 shares Expires not disclosed F4 · 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%. F4 · 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%. F4 · 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 21:37 UTC |
STARK DEREKChief Legal Officer
|
Exercise / conversionPerformance-Based Restricted Share Units · Derivative | 3,841 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010153 · form4.xml · derivative · entry 11 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 · 3,841 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 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 187.5%. F3 · 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 187.5%. F3 · 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 187.5%. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 21:37 UTC |
STARK DEREKChief Legal Officer
|
GrantPerformance-Based Restricted Share Units · Derivative | 3,841 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010153 · form4.xml · derivative · entry 10 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,841 Underlying: Common Shares of Beneficial Interest · 3,841 shares Expires not disclosed F3 · 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 187.5%. F3 · 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 187.5%. F3 · 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 187.5%. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 21:37 UTC |
STARK DEREKChief Legal Officer
|
Exercise / conversionPerformance-Based Restricted Share Units · Derivative | 2,294 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010153 · form4.xml · derivative · entry 9 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 · 2,294 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 17, 2021and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2021, 2022 and 2023. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 158.9%. F2 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 17, 2021and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2021, 2022 and 2023. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 158.9%. F2 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 17, 2021and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2021, 2022 and 2023. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 158.9%. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 21:37 UTC |
STARK DEREKChief Legal Officer
|
GrantPerformance-Based Restricted Share Units · Derivative | 2,294 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010153 · form4.xml · derivative · entry 8 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,294 Underlying: Common Shares of Beneficial Interest · 2,294 shares Expires not disclosed F2 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on February 17, 2021and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2021, 2022 and 2023. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 158.9%. F2 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 17, 2021and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2021, 2022 and 2023. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 158.9%. F2 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 17, 2021and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2021, 2022 and 2023. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 158.9%. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 21:37 UTC |
STARK DEREKChief Legal Officer
|
Tax withholdingCommon Shares of Beneficial Interest | 1,318 | $14.28 | $18,821.04 |
DisclosureSEC source: 0001127602-24-010153 · form4.xml · nonDerivative · entry 7 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,723 F5 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted stock units. F6 · balance_after: The reported amount consists of 11,188 restricted share units and 29,535 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, 2024 Filed Mar 14, 2024 21:37 UTC |
STARK DEREKChief Legal Officer
|
Tax withholdingCommon Shares of Beneficial Interest | 1,371 | $14.28 | $19,577.88 |
DisclosureSEC source: 0001127602-24-010153 · form4.xml · nonDerivative · entry 6 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,041 F5 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted stock units. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 21:37 UTC |
STARK DEREKChief Legal Officer
|
Tax withholdingCommon Shares of Beneficial Interest | 819 | $14.28 | $11,695.32 |
DisclosureSEC source: 0001127602-24-010153 · form4.xml · nonDerivative · entry 5 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,412 F5 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted stock units. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 21:37 UTC |
STARK DEREKChief Legal Officer
|
Exercise / conversionCommon Shares of Beneficial Interest | 3,693 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010153 · form4.xml · nonDerivative · entry 4 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,748 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 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 21:37 UTC |
STARK DEREKChief Legal Officer
|
Exercise / conversionCommon Shares of Beneficial Interest | 3,841 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010153 · form4.xml · nonDerivative · entry 3 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,055 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 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 187.5%. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 21:37 UTC |
STARK DEREKChief Legal Officer
|
Exercise / conversionCommon Shares of Beneficial Interest | 2,294 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010153 · form4.xml · nonDerivative · entry 2 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,214 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 17, 2021and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2021, 2022 and 2023. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 158.9%. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 21:37 UTC |
STARK DEREKChief Legal Officer
|
GrantCommon Shares of Beneficial Interest | 5,483 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010153 · form4.xml · nonDerivative · entry 1 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,231 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 |
| March 12, 2024 Filed Mar 14, 2024 21:34 UTC |
Perotti Daniel StanleyChief Financial Officer
|
Exercise / conversionPerformance-Based Restricted Share Units · Derivative | 10,552 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010151 · form4.xml · derivative · entry 14 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 · 10,552 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 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%. F4 · 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%. F4 · 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 21:34 UTC |
Perotti Daniel StanleyChief Financial Officer
|
GrantPerformance-Based Restricted Share Units · Derivative | 10,552 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010151 · form4.xml · derivative · entry 13 Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,552 Underlying: Common Shares of Beneficial Interest · 10,552 shares Expires not disclosed F4 · 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%. F4 · 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%. F4 · 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 21:34 UTC |
Perotti Daniel StanleyChief Financial Officer
|
Exercise / conversionPerformance-Based Restricted Share Units · Derivative | 8,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010151 · form4.xml · derivative · entry 12 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 · 8,780 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 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 187.5%. F3 · 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 187.5%. F3 · 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 187.5%. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 21:34 UTC |
Perotti Daniel StanleyChief Financial Officer
|
GrantPerformance-Based Restricted Share Units · Derivative | 8,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010151 · form4.xml · derivative · entry 11 Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,780 Underlying: Common Shares of Beneficial Interest · 8,780 shares Expires not disclosed F3 · 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 187.5%. F3 · 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 187.5%. F3 · 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 187.5%. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 21:34 UTC |
Perotti Daniel StanleyChief Financial Officer
|
Exercise / conversionPerformance-Based Restricted Share Units · Derivative | 4,589 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010151 · form4.xml · derivative · entry 10 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 · 4,589 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 17, 2021and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2021, 2022 and 2023. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 158.9%. F2 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 17, 2021and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2021, 2022 and 2023. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 158.9%. F2 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 17, 2021and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2021, 2022 and 2023. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 158.9%. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 21:34 UTC |
Perotti Daniel StanleyChief Financial Officer
|
GrantPerformance-Based Restricted Share Units · Derivative | 4,589 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010151 · form4.xml · derivative · entry 9 Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,589 Underlying: Common Shares of Beneficial Interest · 4,589 shares Expires not disclosed F2 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on February 17, 2021and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2021, 2022 and 2023. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 158.9%. F2 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 17, 2021and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2021, 2022 and 2023. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 158.9%. F2 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 17, 2021and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2021, 2022 and 2023. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 158.9%. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 21:34 UTC |
Perotti Daniel StanleyChief Financial Officer
|
Tax withholdingCommon Shares of Beneficial Interest | 5,348 | $14.28 | $76,369.44 |
DisclosureSEC source: 0001127602-24-010151 · form4.xml · nonDerivative · entry 8 Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,974 F5 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted share units. F6 · balance_after: The reported amount consists of 31,012 restricted share units and 23,962 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, 2024 Filed Mar 14, 2024 21:34 UTC |
Perotti Daniel StanleyChief Financial Officer
|
Tax withholdingCommon Shares of Beneficial Interest | 4,450 | $14.28 | $63,546.00 |
DisclosureSEC source: 0001127602-24-010151 · form4.xml · nonDerivative · entry 7 Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,322 F5 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted share units. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 21:34 UTC |
Perotti Daniel StanleyChief Financial Officer
|
Tax withholdingCommon Shares of Beneficial Interest | 2,326 | $14.28 | $33,215.28 |
DisclosureSEC source: 0001127602-24-010151 · form4.xml · nonDerivative · entry 6 Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,772 F5 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted share units. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 21:34 UTC |
Perotti Daniel StanleyChief Financial Officer
|
Exercise / conversionCommon Shares of Beneficial Interest | 10,552 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010151 · form4.xml · nonDerivative · entry 5 Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,430 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 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 21:34 UTC |
Perotti Daniel StanleyChief Financial Officer
|
Exercise / conversionCommon Shares of Beneficial Interest | 8,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010151 · form4.xml · nonDerivative · entry 4 Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,878 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 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 187.5%. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 21:34 UTC |
Perotti Daniel StanleyChief Financial Officer
|
Exercise / conversionCommon Shares of Beneficial Interest | 4,589 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010151 · form4.xml · nonDerivative · entry 3 Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,098 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 17, 2021and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2021, 2022 and 2023. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 158.9%. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 21:34 UTC |
Perotti Daniel StanleyChief Financial Officer
|
GrantCommon Shares of Beneficial Interest | 15,668 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010151 · form4.xml · nonDerivative · entry 2 Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,098 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 |
| March 12, 2024 Filed Mar 14, 2024 21:32 UTC |
SPECTOR DAVIDDirector · Chairman and CEO
|
Exercise / conversionPerformance-Based Restricted Share Units · Derivative | 21,105 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010149 · form4.xml · derivative · entry 13 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 · 21,105 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 February 28, 2023 and may vest in three equal installment 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%. F4 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installment 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%. F4 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installment 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 21:32 UTC |
SPECTOR DAVIDDirector · Chairman and CEO
|
GrantPerformance-Based Restricted Share Units · Derivative | 21,105 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010149 · form4.xml · derivative · entry 12 SPECTOR DAVID · CIK 0001275713 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,105 Underlying: Common Shares of Beneficial Interest · 21,105 shares Expires not disclosed F4 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installment 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%. F4 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installment 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%. F4 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installment 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 21:32 UTC |
SPECTOR DAVIDDirector · Chairman and CEO
|
Exercise / conversionPerformance-Based Restricted Share Units · Derivative | 21,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010149 · form4.xml · derivative · entry 11 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 · 21,950 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 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 187.5%. F3 · 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 187.5%. F3 · 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 187.5%. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 21:32 UTC |
SPECTOR DAVIDDirector · Chairman and CEO
|
GrantPerformance-Based Restricted Share Units · Derivative | 21,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010149 · form4.xml · derivative · entry 10 SPECTOR DAVID · CIK 0001275713 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,950 Underlying: Common Shares of Beneficial Interest · 21,950 shares Expires not disclosed F3 · 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 187.5%. F3 · 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 187.5%. F3 · 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 187.5%. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 21:32 UTC |
SPECTOR DAVIDDirector · Chairman and CEO
|
Exercise / conversionPerformance-Based Restricted Share Units · Derivative | 15,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010149 · form4.xml · derivative · entry 9 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 · 15,298 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 17, 2021 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2021, 2022 and 2023. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 158.9%. F2 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 17, 2021 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2021, 2022 and 2023. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 158.9%. F2 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 17, 2021 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2021, 2022 and 2023. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 158.9%. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 21:32 UTC |
SPECTOR DAVIDDirector · Chairman and CEO
|
GrantPerformance-Based Restricted Share Units · Derivative | 15,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010149 · form4.xml · derivative · entry 8 SPECTOR DAVID · CIK 0001275713 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,298 Underlying: Common Shares of Beneficial Interest · 15,298 shares Expires not disclosed F2 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on February 17, 2021 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2021, 2022 and 2023. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 158.9%. F2 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 17, 2021 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2021, 2022 and 2023. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 158.9%. F2 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 17, 2021 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2021, 2022 and 2023. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 158.9%. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 21:32 UTC |
SPECTOR DAVIDDirector · Chairman and CEO
|
Tax withholdingCommon Shares of Beneficial Interest | 10,697 | $14.28 | $152,753.16 |
DisclosureSEC source: 0001127602-24-010149 · form4.xml · nonDerivative · entry 7 SPECTOR DAVID · CIK 0001275713 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 303,138 F5 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted share units. F6 · balance_after: The reported amount consists of 63,940 restricted share units and 239,198 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, 2024 Filed Mar 14, 2024 21:32 UTC |
SPECTOR DAVIDDirector · Chairman and CEO
|
Tax withholdingCommon Shares of Beneficial Interest | 11,125 | $14.28 | $158,865.00 |
DisclosureSEC source: 0001127602-24-010149 · form4.xml · nonDerivative · entry 6 SPECTOR DAVID · CIK 0001275713 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 313,835 F5 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted share units. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 21:32 UTC |
SPECTOR DAVIDDirector · Chairman and CEO
|
Tax withholdingCommon Shares of Beneficial Interest | 7,754 | $14.28 | $110,727.12 |
DisclosureSEC source: 0001127602-24-010149 · form4.xml · nonDerivative · entry 5 SPECTOR DAVID · CIK 0001275713 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 324,960 F5 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted share units. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 21:32 UTC |
SPECTOR DAVIDDirector · Chairman and CEO
|
Exercise / conversionCommon Shares of Beneficial Interest | 21,105 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010149 · form4.xml · nonDerivative · entry 4 SPECTOR DAVID · CIK 0001275713 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 301,377 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 February 28, 2023 and may vest in three equal installment 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 150%. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 21:32 UTC |
SPECTOR DAVIDDirector · Chairman and CEO
|
Exercise / conversionCommon Shares of Beneficial Interest | 21,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010149 · form4.xml · nonDerivative · entry 3 SPECTOR DAVID · CIK 0001275713 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 280,272 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 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 March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 187.5%. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 21:32 UTC |
SPECTOR DAVIDDirector · Chairman and CEO
|
Exercise / conversionCommon Shares of Beneficial Interest | 15,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010149 · form4.xml · nonDerivative · entry 2 SPECTOR DAVID · CIK 0001275713 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 258,322 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 17, 2021 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2021, 2022 and 2023. The PSU vested as to one-third on March 12, 2024 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2023 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2023 through December 31, 2023 resulting in a payout of 158.9%. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 21:32 UTC |
SPECTOR DAVIDDirector · Chairman and CEO
|
GrantCommon Shares of Beneficial Interest | 31,337 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010149 · form4.xml · nonDerivative · entry 1 SPECTOR DAVID · CIK 0001275713 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 332,714 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 |
| March 11, 2024 Filed Mar 13, 2024 21:43 UTC |
Jones DougDirector · Director, President & CMBO
|
SaleCommon Shares of Beneficial Interest | 7,810 | $14.34 | $111,975.88 |
DisclosureSEC source: 0001127602-24-010034 · form4.xml · nonDerivative · entry 1 Jones Doug · CIK 0001544302 · Director · Director, President & CMBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,311 F1 · price: The price reported is the weighted average price of multiple transactions ranging from $14.32 to $14.36. 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 16,301 restricted share units and 37,010 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting. Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 22:17 UTC |
Preston Paul DuFauchard, Jr.Director
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SaleCommon Shares of Beneficial Interest | 4,961 | $14.02 | $69,560.66 |
DisclosureSEC source: 0001127602-24-008610 · form4.xml · nonDerivative · entry 1 Preston Paul DuFauchard, Jr. · CIK 0001561933 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,282 F1 · price: The price reported is the weighted average price of multiple transactions at prices ranging from $14.01 to $14.10. 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 and the prices at which the transactions were effected. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 22:13 UTC |
Carnahan Scott W.Director
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SaleCommon Shares of Beneficial Interest | 8,058 | $14.20 | $114,426.82 |
DisclosureSEC source: 0001127602-24-008606 · form4.xml · nonDerivative · entry 1 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,717.61 F1 · price: The price reported is the weighted average price of multiple transactions ranging from $14.19 to $14.21. 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. Read SEC document |
| February 28, 2024 Filed Feb 29, 2024 18:35 UTC |
Follette JamesChief Digital Officer
|
Tax withholdingCommon Shares of Beneficial Interest | 411 | $13.81 | $5,675.91 |
DisclosureSEC source: 0001127602-24-007677 · form4.xml · nonDerivative · entry 1 Follette James · CIK 0001912289 · Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,975 F1 · shares: Represents shares withheld for taxes upon vesting of restricted stock units. F2 · balance_after: The reported amount consists of 2,302 restricted stock units and 6,673 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, 2024 Filed Feb 29, 2024 23:31 UTC |
Jones DougDirector · Director, President & CMBO
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Tax withholdingCommon Shares of Beneficial Interest | 2,782 | $13.81 | $38,419.42 |
DisclosureSEC source: 0001127602-24-007675 · form4.xml · nonDerivative · entry 1 Jones Doug · CIK 0001544302 · Director · Director, President & CMBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,121 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F2 · balance_after: The reported amount consists of 16,301 restricted share units and 44,820 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, 2024 Filed Feb 29, 2024 23:37 UTC |
Chang William HerbertChief Investment Officer
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Tax withholdingCommon Shares of Beneficial Interest | 822 | $13.81 | $11,351.82 |
DisclosureSEC source: 0001127602-24-007680 · form4.xml · nonDerivative · entry 1 Chang William Herbert · CIK 0001969856 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,557 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F2 · balance_after: The reported amount consists of 18,219 restricted share units and 10,338 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.