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 28, 2024 Filed Feb 29, 2024 23:26 UTC |
STARK DEREKChief Legal Officer
|
Tax withholdingCommon Shares of Beneficial Interest | 719 | $13.81 | $9,929.39 |
DisclosureSEC source: 0001127602-24-007672 · form4.xml · nonDerivative · entry 1 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,920 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F2 · balance_after: The reported amount consists of 5,705 restricted share units and 23,215 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 23:23 UTC |
Perotti Daniel StanleyChief Financial Officer
|
Tax withholdingCommon Shares of Beneficial Interest | 2,054 | $13.81 | $28,365.74 |
DisclosureSEC source: 0001127602-24-007669 · form4.xml · nonDerivative · entry 1 Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,509 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F2 · balance_after: The reported amount consists of 15,344 restricted share units and 12,165 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 23:19 UTC |
SPECTOR DAVIDDirector · Chairman and CEO
|
Tax withholdingCommon Shares of Beneficial Interest | 5,564 | $13.81 | $76,838.84 |
DisclosureSEC source: 0001127602-24-007666 · form4.xml · nonDerivative · entry 1 SPECTOR DAVID · CIK 0001275713 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 243,024 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F2 · balance_after: The reported amount consists of 32,603 restricted share units and 210,421 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting. Read SEC document |
| February 25, 2024 Filed Feb 27, 2024 23:07 UTC |
Chang William HerbertChief Investment Officer
|
Tax withholdingCommon Shares of Beneficial Interest | 684 | $13.95 | $9,541.80 |
DisclosureSEC source: 0001127602-24-007318 · form4.xml · nonDerivative · entry 1 Chang William Herbert · CIK 0001969856 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,379 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F2 · balance_after: The reported amount consists of 20,521 restricted share units and 8,858 common shares of beneficial interest. The restricted share units are to be settled in an equal number of common shares of beneficial interest upon vesting. Read SEC document |
| February 25, 2024 Filed Feb 27, 2024 23:05 UTC |
Jones DougDirector · Director, President & CMBO
|
Tax withholdingCommon Shares of Beneficial Interest | 2,315 | $13.95 | $32,294.25 |
DisclosureSEC source: 0001127602-24-007312 · form4.xml · nonDerivative · entry 1 Jones Doug · CIK 0001544302 · Director · Director, President & CMBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,903 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F2 · balance_after: The reported amount consists of 22,056 restricted share units and 41,847 common shares of beneficial interest. The restricted share units are to be settled in an equal number of common shares of beneficial interest upon vesting. Read SEC document |
| February 25, 2024 Filed Feb 27, 2024 23:03 UTC |
STARK DEREKChief Legal Officer
|
Tax withholdingCommon Shares of Beneficial Interest | 598 | $13.95 | $8,342.10 |
DisclosureSEC source: 0001127602-24-007308 · form4.xml · nonDerivative · entry 1 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,639 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F2 · balance_after: The reported amount consists of 7,719 restricted share units and 21,920 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting. Read SEC document |
| February 25, 2024 Filed Feb 27, 2024 23:01 UTC |
SPECTOR DAVIDDirector · Chairman and CEO
|
Tax withholdingCommon Shares of Beneficial Interest | 4,630 | $13.95 | $64,588.50 |
DisclosureSEC source: 0001127602-24-007305 · form4.xml · nonDerivative · entry 1 SPECTOR DAVID · CIK 0001275713 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 248,588 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F2 · balance_after: The reported amount consists of 44,114 restricted share units and 204,474 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting. Read SEC document |
| February 25, 2024 Filed Feb 27, 2024 22:28 UTC |
Perotti Daniel StanleyChief Financial Officer
|
Tax withholdingCommon Shares of Beneficial Interest | 1,367 | $13.95 | $19,069.65 |
DisclosureSEC source: 0001127602-24-007271 · form4.xml · nonDerivative · entry 1 Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,563 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F2 · balance_after: The reported amount consists of 21,099 restricted share units and 8,464 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 21, 2024 Filed Feb 22, 2024 23:42 UTC |
Stewart Stacey D.Director
|
SaleCommon Shares of Beneficial Interest | 839 | $13.75 | $11,536.25 |
DisclosureSEC source: 0001127602-24-006412 · form4.xml · nonDerivative · entry 1 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 44,128 F1 · balance_after: The reported amount consists of 8,058 restricted share units and 30,070 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 21, 2024 Filed Feb 22, 2024 23:39 UTC |
Carnahan Scott W.Director
|
SaleCommon Shares of Beneficial Interest | 1,786 | $13.75 | $24,557.50 |
DisclosureSEC source: 0001127602-24-006407 · form4.xml · nonDerivative · entry 1 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,775.61 F1 · balance_after: The reported amount consists of 8,058 restricted share units and 1,717.61 common shares of beneficial interest. The restricted share units are to be settled in an equal number of common shares of beneficial interest upon vesting. Read SEC document |
| February 17, 2024 Filed Feb 21, 2024 23:25 UTC |
Jones DougDirector · Director, President & CMBO
|
Tax withholdingCommon Shares of Beneficial Interest | 1,182 | $13.54 | $16,004.28 |
DisclosureSEC source: 0001127602-24-006189 · form4.xml · nonDerivative · entry 1 Jones Doug · CIK 0001544302 · Director · Director, President & CMBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,218 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F2 · balance_after: The reported amount consists of 26,845 restricted share units and 39,373 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 17, 2024 Filed Feb 21, 2024 23:22 UTC |
STARK DEREKChief Legal Officer
|
Tax withholdingCommon Shares of Beneficial Interest | 485 | $13.54 | $6,566.90 |
DisclosureSEC source: 0001127602-24-006186 · form4.xml · nonDerivative · entry 1 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,237 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F2 · balance_after: The reported amount consists of 9,395 restricted share units and 20,842 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 17, 2024 Filed Feb 21, 2024 23:18 UTC |
Perotti Daniel StanleyChief Financial Officer
|
Tax withholdingCommon Shares of Beneficial Interest | 969 | $13.54 | $13,120.26 |
DisclosureSEC source: 0001127602-24-006182 · form4.xml · nonDerivative · entry 1 Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,930 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F2 · balance_after: The reported amount consists of 24,930 restricted share units and 6,000 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 17, 2024 Filed Feb 21, 2024 23:16 UTC |
SPECTOR DAVIDDirector · Chairman and CEO
|
Tax withholdingCommon Shares of Beneficial Interest | 3,808 | $13.54 | $51,560.32 |
DisclosureSEC source: 0001127602-24-006180 · form4.xml · nonDerivative · entry 1 SPECTOR DAVID · CIK 0001275713 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 253,218 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F2 · balance_after: The reported amount consists of 53,692 restricted share units and 199,526 common shares of beneficial interest. The restricted share units are to be settled in an equal number of common shares of beneficial interest upon vesting. Read SEC document |
| January 26, 2024 Filed Jan 30, 2024 17:16 UTC |
Lynch Catherine A.Director
|
PurchaseCommon Shares of Beneficial Interest | 451.2544 | $15.03 | $6,782.35 |
DisclosureSEC source: 0001127602-24-002657 · form4.xml · nonDerivative · entry 1 Lynch Catherine A. · CIK 0001668396 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,540.2226 F1 · shares: Shares acquired under brokers' automatic dividend reinvestment plans. F2 · balance_after: The reported amount consists of 8,058 restricted stock units and 17,482.2226 shares of Common Shares. The restricted stock units are to be settled in an equal number of shares of Common Shares upon vesting. Read SEC document |
| December 14, 2023 Filed Dec 18, 2023 23:09 UTC |
Carnahan Scott W.Director
|
SaleCommon Shares of Beneficial Interest | 35,000 | $15.40 | $539,000.00 |
DisclosureSEC source: 0001127602-23-029882 · form4.xml · nonDerivative · entry 8 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Plan reported Ownership: Indirect · UBS IRA Disclosed balance after: 18,055 Read SEC document |
| October 27, 2023 Filed Oct 31, 2023 19:26 UTC |
Lynch Catherine A.Director
|
PurchaseCommon Shares of Beneficial Interest | 533.1861 | $12.45 | $6,638.17 |
DisclosureSEC source: 0001127602-23-026417 · form4.xml · nonDerivative · entry 1 Lynch Catherine A. · CIK 0001668396 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,088.9682 F1 · shares: Shares acquired under brokers' automatic dividend reinvestment plans. F2 · price: The purchase price reported is the weighted average price of multiple transactions ranging from $12.15 to 12.60. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of Common Shares of Beneficial Interest and the prices at which the transactions were effected. F3 · balance_after: The reported amount consists of 8,058 restricted stock units and 17,030.9682 shares of Common Shares. The restricted stock units are to be settled in an equal number of shares of Common Shares upon vesting. Read SEC document |
| October 02, 2023 Filed Dec 18, 2023 23:09 UTC |
Carnahan Scott W.Director
|
OtherCommon Shares of Beneficial Interest | 3,219 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-029882 · form4.xml · nonDerivative · entry 10 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Plan reported Ownership: Indirect · Revocable Living Trust Disclosed balance after: 3,219 Read SEC document |
| September 29, 2023 Filed Dec 18, 2023 23:09 UTC |
Carnahan Scott W.Director
|
OtherCommon Shares of Beneficial Interest | 1,717.61 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-029882 · form4.xml · nonDerivative · entry 1 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,561.61 F1 · balance_after: The reported amount consists of 9,844 restricted share units and 1,717.61 common shares of beneficial interest. The restricted share units are to be settled in an equal number of common shares of beneficial interest upon vesting. Read SEC document |
| September 27, 2023 Filed Sep 28, 2023 17:39 UTC |
Lynch Catherine A.Director
|
PurchaseCommon Shares of Beneficial Interest | 829 | $12.05 | $9,986.47 |
DisclosureSEC source: 0001127602-23-024839 · form4.xml · nonDerivative · entry 3 Lynch Catherine A. · CIK 0001668396 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,555.7821 F3 · balance_after: The reported amount consists of 8,058 restricted stock units and 16,497.7821 shares of Common Shares. The restricted stock units are to be settled in an equal number of shares of Common Shares upon vesting. Read SEC document |
| September 26, 2023 Filed Sep 28, 2023 17:39 UTC |
Lynch Catherine A.Director
|
PurchaseCommon Shares of Beneficial Interest | 157 | $12.16 | $1,908.90 |
DisclosureSEC source: 0001127602-23-024839 · form4.xml · nonDerivative · entry 2 Lynch Catherine A. · CIK 0001668396 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,726.7821 F2 · balance_after: The reported amount consists of 8,058 restricted stock units and 15,668.7821 shares of Common Shares. The restricted stock units are to be settled in an equal number of shares of Common Shares upon vesting. Read SEC document |
| September 26, 2023 Filed Sep 28, 2023 17:39 UTC |
Lynch Catherine A.Director
|
PurchaseCommon Shares of Beneficial Interest | 15 | $12.15 | $182.18 |
DisclosureSEC source: 0001127602-23-024839 · form4.xml · nonDerivative · entry 1 Lynch Catherine A. · CIK 0001668396 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,569.7821 F1 · balance_after: The reported amount consists of 8,058 restricted stock units and 15,511.7821 shares of Common Shares. The restricted stock units are to be settled in an equal number of shares of Common Shares upon vesting. Read SEC document |
| September 26, 2023 Filed Dec 18, 2023 23:09 UTC |
Carnahan Scott W.Director
|
OtherSeries A Preferred Stock | 141 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-029882 · form4.xml · nonDerivative · entry 9 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Plan reported Ownership: Indirect · Revocable Living Trust Disclosed balance after: 141 Read SEC document |
| August 04, 2023 Filed Aug 7, 2023 19:08 UTC |
Lynch Catherine A.Director
|
PurchaseCommon Shares of Beneficial Interest | 792 | $12.30 | $9,741.60 |
DisclosureSEC source: 0001127602-23-022170 · form4.xml · nonDerivative · entry 1 Lynch Catherine A. · CIK 0001668396 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,554.7821 F1 · balance_after: The reported amount consists of 8,058 restricted stock units and 15,496.7821 shares of Common Shares. The restricted stock units are to be settled in an equal number of shares of Common Shares upon vesting. Read SEC document |
| July 31, 2023 Filed Aug 1, 2023 18:46 UTC |
Lynch Catherine A.Director
|
PurchaseCommon Shares of Beneficial Interest | 274.1452 | $12.91 | $3,540.28 |
DisclosureSEC source: 0001127602-23-021697 · form4.xml · nonDerivative · entry 1 Lynch Catherine A. · CIK 0001668396 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,762.7821 F1 · shares: Shares acquired under a broker automatic dividend reinvestment plan. F2 · balance_after: The reported amount consists of 8,058 restricted stock units and 14,704.7821 shares of Common Shares. The restricted stock units are to be settled in an equal number of shares of Common Shares upon vesting. Read SEC document |
| June 27, 2023 Filed Jun 29, 2023 21:23 UTC |
Carnahan Scott W.Director
|
SaleCommon Shares of Beneficial Interest | 6,704 | $13.23 | $88,665.09 |
DisclosureSEC source: 0001127602-23-019572 · form4.xml · nonDerivative · entry 1 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,844 F1 · balance_after: Represents restricted share units, which are to be settled in an equal number of common shares of beneficial interest upon vesting. Read SEC document |
| June 06, 2023 Filed Jun 7, 2023 19:01 UTC |
Hadley Randall D.Director
|
GiftCommon Shares of Beneficial Interest | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-018206 · form4.xml · nonDerivative · entry 1 Hadley Randall D. · CIK 0001469168 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,911 F1 · shares: Mr. Hadley gifted 500 common shares of beneficial interest to each of his two adult children. F2 · balance_after: The reported amount consists of 9,844 restricted share units and 41,067 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 |
| May 22, 2023 Filed May 24, 2023 22:52 UTC |
Jones DougPresident & Chief Mtg Bkg Ofr
|
SaleCommon Shares of Beneficial Interest | 13,332 | $11.74 | $156,521.68 |
DisclosureSEC source: 0001127602-23-016772 · form4.xml · nonDerivative · entry 1 Jones Doug · CIK 0001544302 · President & Chief Mtg Bkg Ofr 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,400 F1 · price: The price reported is the weighted average price of multiple transactions ranging from $11.70 to $11.77. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of common shares of beneficial interest and the prices at which the transactions were effected. F2 · balance_after: The reported amount consists of 30,390 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 |
| May 01, 2023 Filed May 3, 2023 18:23 UTC |
Lynch Catherine A.Director
|
PurchaseCommon Shares of Beneficial Interest | 255.6369 | $12.44 | $3,180.00 |
DisclosureSEC source: 0001127602-23-014360 · form4.xml · nonDerivative · entry 1 Lynch Catherine A. · CIK 0001668396 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,488.6369 F1 · shares: Shares acquired under a broker automatic dividend reinvestment plan. F2 · balance_after: The reported amount consists of 13,658 restricted stock units and 8,830.6369 shares of Common Shares. The restricted stock units are to be settled in an equal number of shares of Common Shares upon vesting. Read SEC document |
| March 24, 2023 Filed Mar 28, 2023 17:57 UTC |
Lynch Catherine A.Director
|
PurchaseCommon Shares of Beneficial Interest | 2,000 | $11.24 | $22,477.20 |
DisclosureSEC source: 0001127602-23-011531 · form4.xml · nonDerivative · entry 1 Lynch Catherine A. · CIK 0001668396 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,233 F1 · balance_after: The reported amount consists of 13,658 restricted stock units and 8,575 shares of Common Shares. The restricted stock units are to be settled in an equal number of shares of Common Shares upon vesting. Read SEC document |
| March 20, 2023 Filed Mar 23, 2023 00:49 UTC |
Chang William HerbertChief Investment Officer
|
GrantCommon Shares of Beneficial Interest | 11,698 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-011070 · form4.xml · nonDerivative · entry 1 Chang William Herbert · CIK 0001969856 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,063 F1 · shares: The Reporting Person was granted 11,698 restricted share units. The restricted share units, which vest in three equal installments beginning on the first anniversary of the grant date, are to be settled in an equal number of shares of beneficial interest upon vesting. F2 · balance_after: The reported amount consists of 22,437 restricted share units and 7,626 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 07, 2023 Filed Mar 10, 2023 00:12 UTC |
Carnahan Scott W.Director
|
SaleCommon Shares of Beneficial Interest | 1,420 | $13.15 | $18,673.00 |
DisclosureSEC source: 0001127602-23-009686 · form4.xml · nonDerivative · entry 1 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,548 F1 · shares: These shares of Common Stock were sold pursuant to a 10b5-1 Plan. F2 · balance_after: The reported amount consists of 9,844 restricted share units and 6,704 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 07, 2023 Filed Mar 10, 2023 00:14 UTC |
Stewart Stacey D.Director
|
SaleCommon Shares of Beneficial Interest | 668 | $13.15 | $8,784.20 |
DisclosureSEC source: 0001127602-23-009688 · form4.xml · nonDerivative · entry 1 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,967 F1 · shares: These shares of Common Stock were sold pursuant to a 10b5-1 Plan. F2 · balance_after: The reported amount consists of 9,844 restricted share units and 35,123 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 06, 2023 Filed Mar 7, 2023 19:37 UTC |
Follette JamesChief Mort Fulfillment Officer
|
Exercise / conversionPerformance-Based Restricted Share Units · Derivative | 6,451 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-009362 · form4.xml · derivative · entry 4 Follette James · CIK 0001912289 · Chief Mort Fulfillment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares of Beneficial Interest · 6,451 shares Expires 2023-03-06 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 to the Reporting Person on May 19, 2022 and settled on March 6, 2023. Read SEC document |
| March 06, 2023 Filed Mar 7, 2023 19:37 UTC |
Follette JamesChief Mort Fulfillment Officer
|
GrantPerformance-Based Restricted Share Units · Derivative | 6,451 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-009362 · form4.xml · derivative · entry 3 Follette James · CIK 0001912289 · Chief Mort Fulfillment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,451 Underlying: Common Shares of Beneficial Interest · 6,451 shares Expires 2023-03-06 F4 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted to the Reporting Person on May 19, 2022 and settled on March 6, 2023. Read SEC document |
| March 06, 2023 Filed Mar 7, 2023 19:37 UTC |
Follette JamesChief Mort Fulfillment Officer
|
Tax withholdingCommon Shares of Beneficial Interest | 3,199 | $13.16 | $42,098.84 |
DisclosureSEC source: 0001127602-23-009362 · form4.xml · nonDerivative · entry 2 Follette James · CIK 0001912289 · Chief Mort Fulfillment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,386 F2 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted stock units. F3 · balance_after: The reported amount consists of 3,453 restricted stock units and 5,933 shares of Common Stock. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting. Read SEC document |
| March 06, 2023 Filed Mar 7, 2023 19:37 UTC |
Follette JamesChief Mort Fulfillment Officer
|
Exercise / conversionCommon Shares of Beneficial Interest | 6,451 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-009362 · form4.xml · nonDerivative · entry 1 Follette James · CIK 0001912289 · Chief Mort Fulfillment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,585 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: The reported amount consists of 3,453 restricted share units and 9,132 shares of Common Stock. The restricted share units are to be settled in an equal number of shares of Common Stock upon vesting. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 20:07 UTC |
Lynch Catherine A.Director
|
PurchaseCommon Shares of Beneficial Interest | 1,575 | $13.10 | $20,632.50 |
DisclosureSEC source: 0001127602-23-009374 · form4.xml · nonDerivative · entry 1 Lynch Catherine A. · CIK 0001668396 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,233 F1 · balance_after: The reported amount consists of 13,658 restricted stock units and 6,575 shares of Common Shares. The restricted stock units are to be settled in an equal number of shares of Common Shares upon vesting. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 19:58 UTC |
Fartaj VandadChief Investment Officer
|
Tax withholdingCommon Shares of Beneficial Interest | 1,034 | $13.01 | $13,452.34 |
DisclosureSEC source: 0001127602-23-009368 · form4.xml · nonDerivative · entry 1 Fartaj Vandad · CIK 0001486360 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,534 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F2 · balance_after: The reported amount consists of 30,784 restricted share units and 106,750 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 03, 2023 Filed Mar 8, 2023 01:04 UTC |
Jones DougPresident & Chief Mtg Bkg Ofr
|
Tax withholdingCommon Shares of Beneficial Interest | 820 | $13.01 | $10,668.20 |
DisclosureSEC source: 0001127602-23-009372 · form4.xml · nonDerivative · entry 1 Jones Doug · CIK 0001544302 · President & Chief Mtg Bkg Ofr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,732 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F2 · balance_after: The reported amount consists of 30,391 restricted share units and 50,341 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 03, 2023 Filed Mar 8, 2023 01:02 UTC |
STARK DEREKChief Legal Officer
|
Tax withholdingCommon Shares of Beneficial Interest | 301 | $13.01 | $3,916.01 |
DisclosureSEC source: 0001127602-23-009370 · form4.xml · nonDerivative · entry 1 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,722 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F2 · balance_after: The reported amount consists of 10,577 restricted share units and 20,145 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 03, 2023 Filed Mar 8, 2023 00:52 UTC |
Perotti Daniel StanleyChief Financial Officer
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Tax withholdingCommon Shares of Beneficial Interest | 689 | $13.01 | $8,963.89 |
DisclosureSEC source: 0001127602-23-009366 · form4.xml · nonDerivative · entry 1 Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,899 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F2 · balance_after: The reported amount consists of 27,294 restricted share units and 4,605 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 03, 2023 Filed Mar 8, 2023 00:39 UTC |
SPECTOR DAVIDDirector · Chairman and CEO
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Tax withholdingCommon Shares of Beneficial Interest | 2,576 | $13.01 | $33,513.76 |
DisclosureSEC source: 0001127602-23-009364 · form4.xml · nonDerivative · entry 1 SPECTOR DAVID · CIK 0001275713 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,026 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F2 · balance_after: The reported amount consists of 61,570 restricted share units and 195,456 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, 2023 Filed Mar 2, 2023 20:56 UTC |
Follette JamesChief Mort Fulfillment Officer
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GrantCommon Shares of Beneficial Interest | 3,453 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008511 · form4.xml · nonDerivative · entry 1 Follette James · CIK 0001912289 · Chief Mort Fulfillment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,134 F1 · shares: The Reporting Person was granted 3,453 restricted share units. The restricted share units, which vest in three equal annual installments beginning on the first anniversary of the grant date, are to be settled in an equal number of common shares of beneficial interest upon vesting. F2 · balance_after: The reported amount consists of 3,453 restricted share units and 2,681 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, 2023 Filed Mar 2, 2023 21:13 UTC |
Schultz ReneeDirector
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GrantCommon Shares of Beneficial Interest | 8,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008528 · form4.xml · nonDerivative · entry 1 Schultz Renee · CIK 0001860015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,679 F1 · shares: The Reporting Person was granted 8,058 restricted share units. 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 10,670 restricted share units and 8,009 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, 2023 Filed Mar 2, 2023 21:12 UTC |
Sullivan MarianneDirector
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GrantCommon Shares of Beneficial Interest | 8,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008526 · form4.xml · nonDerivative · entry 1 Sullivan Marianne · CIK 0001717888 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,453 F1 · shares: The Reporting Person was granted 8,058 restricted share units. 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 11,264 restricted share units and 13,189 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, 2023 Filed Mar 2, 2023 21:06 UTC |
Lynch Catherine A.Director
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GrantCommon Shares of Beneficial Interest | 8,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008520 · form4.xml · nonDerivative · entry 1 Lynch Catherine A. · CIK 0001668396 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,658 F1 · shares: The Reporting Person was granted 8,058 restricted share units. The restricted share units, which vest in on the first anniversary of the grant date, are to be settled in an equal number of common shares of beneficial interest upon vesting. F2 · balance_after: The reported amount consists of 13,658 restricted stock units and 5,000 shares of Common Shares. The restricted stock units are to be settled in an equal number of shares of Common Shares upon vesting. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 20:47 UTC |
Fartaj VandadChief Investment Officer
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GrantCommon Shares of Beneficial Interest | 17,267 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008503 · form4.xml · nonDerivative · entry 1 Fartaj Vandad · CIK 0001486360 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,568 F1 · shares: The Reporting Person was granted 17,267 restricted share units. The restricted share units, which vest in three equal annual installments beginning on the first anniversary of the grant date, are to be settled in an equal number of common shares of beneficial interest upon vesting. F2 · balance_after: The reported amount consists of 32,868 restricted share units and 105,700 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, 2023 Filed Mar 3, 2023 02:09 UTC |
Stewart Stacey D.Director
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GrantCommon Shares of Beneficial Interest | 8,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008524 · form4.xml · nonDerivative · entry 1 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,635 F1 · shares: The Reporting Person was granted 8,058 restricted share units. 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 11,264 restricted share units and 34,371 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, 2023 Filed Mar 3, 2023 01:59 UTC |
Carnahan Scott W.Director
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GrantCommon Shares of Beneficial Interest | 8,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008514 · form4.xml · nonDerivative · entry 1 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,968 F1 · shares: The Reporting Person was granted 8,058 restricted share units. 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 11,264 restricted share units and 6,704 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.