Last 12 months
Inside the activity.
2 purchase rows · 0 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 2 | 0 |
| Jan 2026 | 0 | 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 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
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 |
|---|---|---|---|---|---|---|
| October 01, 2025 Filed Oct 3, 2025 20:15 UTC |
Lorenzini Thomas J.President and CIO
|
Tax withholdingCommon Shares of Beneficial Interest | 243 | $10.41 | $2,529.63 |
DisclosureSEC source: 0001104659-25-096661 · tm2527931-1_4seq1.xml · nonDerivative · entry 1 Lorenzini Thomas J. · CIK 0001836710 · President and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,753 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 16, 2025 Filed Sep 18, 2025 20:17 UTC |
Jordan Matthew P.Director
|
Tax withholdingCommon Shares of Beneficial Interest | 5,251 | $10.95 | $57,498.45 |
DisclosureSEC source: 0001104659-25-091256 · tm2526430-4_4seq1.xml · nonDerivative · entry 1 Jordan Matthew P. · CIK 0001657779 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,173 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 16, 2025 Filed Sep 18, 2025 20:16 UTC |
Lorenzini Thomas J.President and CIO
|
Tax withholdingCommon Shares of Beneficial Interest | 1,333 | $10.95 | $14,596.35 |
DisclosureSEC source: 0001104659-25-091254 · tm2526430-3_4seq1.xml · nonDerivative · entry 1 Lorenzini Thomas J. · CIK 0001836710 · President and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,996 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 16, 2025 Filed Sep 18, 2025 20:15 UTC |
PORTNOY ADAM D.Director · 10% owner
|
Tax withholdingCommon Shares of Beneficial Interest | 2,367 | $10.95 | $25,918.65 |
DisclosureSEC source: 0001104659-25-091252 · tm2526430-2_4seq1.xml · nonDerivative · entry 1 PORTNOY ADAM D. · CIK 0001273871 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 219,340 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 16, 2025 Filed Sep 18, 2025 20:15 UTC |
Brown Matthew C.CFO and Treasurer
|
Tax withholdingCommon Shares of Beneficial Interest | 970 | $10.95 | $10,621.50 |
DisclosureSEC source: 0001104659-25-091248 · tm2526430-1_4seq1.xml · nonDerivative · entry 1 Brown Matthew C. · CIK 0001777742 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,385 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 09, 2025 Filed Sep 11, 2025 20:16 UTC |
Brown Matthew C.CFO and Treasurer
|
GrantCommon Shares of Beneficial Interest | 7,266 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001410578-25-002051 · tm2525797-4_4seq1.xml · nonDerivative · entry 1 Brown Matthew C. · CIK 0001777742 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,355 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| September 09, 2025 Filed Sep 11, 2025 20:16 UTC |
Jordan Matthew P.Director
|
GrantCommon Shares of Beneficial Interest | 15,894 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001410578-25-002049 · tm2525797-3_4seq1.xml · nonDerivative · entry 1 Jordan Matthew P. · CIK 0001657779 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,424 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| September 09, 2025 Filed Sep 11, 2025 20:15 UTC |
Lorenzini Thomas J.President and CIO
|
GrantCommon Shares of Beneficial Interest | 8,174 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001410578-25-002046 · tm2525797-2_4seq1.xml · nonDerivative · entry 1 Lorenzini Thomas J. · CIK 0001836710 · President and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,329 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. F2 · balance_after: Includes 388 common shares acquired under a dividend reinvestment plan since September 11, 2024 Read SEC document |
| September 09, 2025 Filed Sep 11, 2025 20:15 UTC |
PORTNOY ADAM D.Director · 10% owner
|
GrantCommon Shares of Beneficial Interest | 15,894 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001410578-25-002041 · tm2525797-1_4seq1.xml · nonDerivative · entry 1 PORTNOY ADAM D. · CIK 0001273871 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 221,707 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| May 30, 2025 Filed Jun 3, 2025 20:01 UTC |
Morea JosephDirector
|
PurchaseCommon Shares of Beneficial Interest | 3,800 | $11.88 | $45,144.00 |
DisclosureSEC source: 0001104659-25-055947 · tm2516887-1_4seq1.xml · nonDerivative · entry 1 Morea Joseph · CIK 0001554534 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,391 Read SEC document |
| May 28, 2025 Filed May 29, 2025 21:21 UTC |
Danner Ann MarieDirector
|
GrantCommon Shares of Beneficial Interest | 5,977 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-054317 · tm2516435-1_4seq1.xml · nonDerivative · entry 1 Danner Ann Marie · CIK 0002048002 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,686 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| May 28, 2025 Filed May 29, 2025 17:25 UTC |
SOMERS JEFFREY P.Director
|
GrantCommon Shares of Beneficial Interest | 5,977 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-054327 · tm2516435-4_4seq1.xml · nonDerivative · entry 1 SOMERS JEFFREY P. · CIK 0001454728 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,023 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| May 28, 2025 Filed May 29, 2025 21:29 UTC |
Jordan Matthew P.Director
|
GrantCommon Shares of Beneficial Interest | 5,977 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-054332 · tm2516435-7_4seq1.xml · nonDerivative · entry 1 Jordan Matthew P. · CIK 0001657779 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,530 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| May 28, 2025 Filed May 29, 2025 21:27 UTC |
PORTNOY ADAM D.Director · 10% owner
|
GrantCommon Shares of Beneficial Interest | 5,977 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-054330 · tm2516435-6_4seq1.xml · nonDerivative · entry 1 PORTNOY ADAM D. · CIK 0001273871 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 205,813 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| May 28, 2025 Filed May 29, 2025 21:24 UTC |
LAMKIN WILLIAM A.Director
|
GiftCommon Shares of Beneficial Interest | 5,977 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-054322 · tm2516435-3_4seq1.xml · nonDerivative · entry 3 LAMKIN WILLIAM A. · CIK 0001362950 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 28,808 F2 · kind: This transaction is being reported to reflect the transfer of these shares to Janet W. Lamkin and William A. Lamkin, Trustees U/T/D 9-28-18, of which the Reporting Person is a trustee and beneficiary. Read SEC document |
| May 28, 2025 Filed May 29, 2025 21:24 UTC |
LAMKIN WILLIAM A.Director
|
GiftCommon Shares of Beneficial Interest | 5,977 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-054322 · tm2516435-3_4seq1.xml · nonDerivative · entry 2 LAMKIN WILLIAM A. · CIK 0001362950 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · kind: This transaction is being reported to reflect the transfer of these shares to Janet W. Lamkin and William A. Lamkin, Trustees U/T/D 9-28-18, of which the Reporting Person is a trustee and beneficiary. Read SEC document |
| May 28, 2025 Filed May 29, 2025 21:24 UTC |
LAMKIN WILLIAM A.Director
|
GrantCommon Shares of Beneficial Interest | 5,977 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-054322 · tm2516435-3_4seq1.xml · nonDerivative · entry 1 LAMKIN WILLIAM A. · CIK 0001362950 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,977 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| May 28, 2025 Filed May 29, 2025 21:26 UTC |
Morea JosephDirector
|
GrantCommon Shares of Beneficial Interest | 5,977 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-054329 · tm2516435-5_4seq1.xml · nonDerivative · entry 1 Morea Joseph · CIK 0001554534 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,591 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| May 28, 2025 Filed May 29, 2025 21:22 UTC |
GILMORE BARBARA D.Director
|
GrantCommon Shares of Beneficial Interest | 5,977 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-054319 · tm2516435-2_4seq1.xml · nonDerivative · entry 1 GILMORE BARBARA D. · CIK 0001276316 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,712 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| March 19, 2025 Filed Mar 20, 2025 20:01 UTC |
Danner Ann MarieDirector
|
GrantCommon Shares of Beneficial Interest | 4,709 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-026114 · tm259896-1_4seq1.xml · nonDerivative · entry 1 Danner Ann Marie · CIK 0002048002 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,709 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 22:25 UTC |
DIAZ FERNANDOCFO & Treasurer
|
Tax withholdingCommon Shares of Beneficial Interest | 70 | $13.61 | $952.35 |
DisclosureSEC source: 0001104659-24-105963 · tm2425544-1_4seq1.xml · nonDerivative · entry 1 DIAZ FERNANDO · CIK 0001400398 · CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,519 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 20:15 UTC |
Jordan Matthew P.Director
|
Tax withholdingCommon Shares of Beneficial Interest | 968 | $13.61 | $13,169.64 |
DisclosureSEC source: 0001104659-24-105849 · tm2425544-2_4seq1.xml · nonDerivative · entry 1 Jordan Matthew P. · CIK 0001657779 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,553 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 17, 2024 Filed Sep 19, 2024 20:21 UTC |
DIAZ FERNANDOCFO & Treasurer
|
Tax withholdingCommon Shares of Beneficial Interest | 351 | $13.83 | $4,854.33 |
DisclosureSEC source: 0001104659-24-101354 · tm2424401-3_4seq1.xml · nonDerivative · entry 1 DIAZ FERNANDO · CIK 0001400398 · CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,589 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 17, 2024 Filed Sep 19, 2024 20:20 UTC |
PORTNOY ADAM D.Director · 10% owner
|
Tax withholdingCommon Shares of Beneficial Interest | 805 | $13.83 | $11,133.15 |
DisclosureSEC source: 0001104659-24-101353 · tm2424401-2_4seq1.xml · nonDerivative · entry 1 PORTNOY ADAM D. · CIK 0001273871 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 199,836 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 17, 2024 Filed Sep 19, 2024 20:20 UTC |
Jordan Matthew P.Director
|
Tax withholdingCommon Shares of Beneficial Interest | 2,995 | $13.83 | $41,420.85 |
DisclosureSEC source: 0001104659-24-101352 · tm2424401-1_4seq1.xml · nonDerivative · entry 1 Jordan Matthew P. · CIK 0001657779 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,521 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 11, 2024 Filed Sep 13, 2024 20:31 UTC |
PORTNOY ADAM D.Director · 10% owner
|
GrantCommon Shares of Beneficial Interest | 8,480 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-24-099831 · tm2424034-4_4seq1.xml · nonDerivative · entry 1 PORTNOY ADAM D. · CIK 0001273871 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,641 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| September 11, 2024 Filed Sep 13, 2024 20:30 UTC |
Lorenzini Thomas J.President and CIO
|
GrantCommon Shares of Beneficial Interest | 4,056 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-24-099830 · tm2424034-3_4seq1.xml · nonDerivative · entry 1 Lorenzini Thomas J. · CIK 0001836710 · President and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,767 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. F2 · balance_after: Includes 176 common shares acquired under a dividend reinvestment plan since March 20, 2024. Read SEC document |
| September 11, 2024 Filed Sep 13, 2024 20:30 UTC |
Jordan Matthew P.Director
|
GrantCommon Shares of Beneficial Interest | 8,480 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-24-099828 · tm2424034-2_4seq1.xml · nonDerivative · entry 1 Jordan Matthew P. · CIK 0001657779 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,516 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| September 11, 2024 Filed Sep 13, 2024 20:30 UTC |
DIAZ FERNANDOCFO & Treasurer
|
GrantCommon Shares of Beneficial Interest | 2,949 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-24-099825 · tm2424034-1_4seq1.xml · nonDerivative · entry 1 DIAZ FERNANDO · CIK 0001400398 · CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,940 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. F2 · balance_after: Includes common shares acquired under a dividend reinvestment plan. Read SEC document |
| May 30, 2024 Filed Jun 3, 2024 17:26 UTC |
SOMERS JEFFREY P.Director
|
GrantCommon Shares of Beneficial Interest | 4,735 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-24-067893 · tm2416285-1_4seq1.xml · nonDerivative · entry 1 SOMERS JEFFREY P. · CIK 0001454728 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,046 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| May 30, 2024 Filed Jun 3, 2024 21:31 UTC |
Jordan Matthew P.Director
|
GrantCommon Shares of Beneficial Interest | 4,735 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-24-067904 · tm2416285-6_4seq1.xml · nonDerivative · entry 1 Jordan Matthew P. · CIK 0001657779 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,036 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. F2 · balance_after: The beneficial ownership of shares was mistakenly reported in the Reporting Person's Form 4 filed on May 23, 2023 (the "Initial Form 4"), which did not include 15,458 shares held by the Reporting Person, and the error was carried forward in two Form 4s filed by the Reporting Person after the Initial Form 4 was filed. Read SEC document |
| May 30, 2024 Filed Jun 3, 2024 21:30 UTC |
LAMKIN WILLIAM A.Director
|
GiftCommon Shares of Beneficial Interest | 4,735 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-067903 · tm2416285-5_4seq1.xml · nonDerivative · entry 3 LAMKIN WILLIAM A. · CIK 0001362950 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 22,831 F2 · kind: This transaction is being reported to reflect the transfer of these shares to Janet W. Lamkin and William A. Lamkin, Trustees U/T/D 9-28-18, of which the Reporting Person is a trustee and beneficiary. Read SEC document |
| May 30, 2024 Filed Jun 3, 2024 21:30 UTC |
LAMKIN WILLIAM A.Director
|
GiftCommon Shares of Beneficial Interest | 4,735 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-067903 · tm2416285-5_4seq1.xml · nonDerivative · entry 2 LAMKIN WILLIAM A. · CIK 0001362950 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · kind: This transaction is being reported to reflect the transfer of these shares to Janet W. Lamkin and William A. Lamkin, Trustees U/T/D 9-28-18, of which the Reporting Person is a trustee and beneficiary. Read SEC document |
| May 30, 2024 Filed Jun 3, 2024 21:30 UTC |
LAMKIN WILLIAM A.Director
|
GrantCommon Shares of Beneficial Interest | 4,735 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-24-067903 · tm2416285-5_4seq1.xml · nonDerivative · entry 1 LAMKIN WILLIAM A. · CIK 0001362950 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,735 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| May 30, 2024 Filed Jun 3, 2024 21:29 UTC |
PORTNOY ADAM D.Director · 10% owner
|
GrantCommon Shares of Beneficial Interest | 4,735 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-24-067901 · tm2416285-4_4seq1.xml · nonDerivative · entry 1 PORTNOY ADAM D. · CIK 0001273871 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 192,161 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| May 30, 2024 Filed Jun 3, 2024 21:28 UTC |
GILMORE BARBARA D.Director
|
GrantCommon Shares of Beneficial Interest | 4,735 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-24-067899 · tm2416285-3_4seq1.xml · nonDerivative · entry 1 GILMORE BARBARA D. · CIK 0001276316 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,735 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| May 30, 2024 Filed Jun 3, 2024 21:27 UTC |
Morea JosephDirector
|
GrantCommon Shares of Beneficial Interest | 4,735 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-24-067895 · tm2416285-2_4seq1.xml · nonDerivative · entry 1 Morea Joseph · CIK 0001554534 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,614 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| October 02, 2023 Filed Oct 4, 2023 20:11 UTC |
Jordan Matthew P.Director
|
Tax withholdingCommon Shares of Beneficial Interest | 902 | $10.75 | $9,696.50 |
DisclosureSEC source: 0001104659-23-106799 · tm2327282-3_4seq1.xml · nonDerivative · entry 1 Jordan Matthew P. · CIK 0001657779 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,753 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| October 02, 2023 Filed Oct 4, 2023 20:10 UTC |
DIAZ FERNANDOCFO & Treasurer
|
Tax withholdingCommon Shares of Beneficial Interest | 70 | $10.75 | $752.50 |
DisclosureSEC source: 0001104659-23-106798 · tm2327282-2_4seq1.xml · nonDerivative · entry 1 DIAZ FERNANDO · CIK 0001400398 · CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,686 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 13, 2023 Filed Sep 15, 2023 20:54 UTC |
Lorenzini Thomas J.President and CIO
|
GrantCommon Shares of Beneficial Interest | 3,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-101245 · tm2326129-3_4seq1.xml · nonDerivative · entry 1 Lorenzini Thomas J. · CIK 0001836710 · President and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,347 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. F2 · balance_after: Includes common shares acquired under a dividend reinvestment plan. Read SEC document |
| September 13, 2023 Filed Sep 15, 2023 20:53 UTC |
Jordan Matthew P.Director
|
GrantCommon Shares of Beneficial Interest | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-101244 · tm2326129-2_4seq1.xml · nonDerivative · entry 1 Jordan Matthew P. · CIK 0001657779 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,655 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| September 13, 2023 Filed Sep 15, 2023 20:52 UTC |
Sy Tiffany RCFO and Treasurer
|
GrantCommon Shares of Beneficial Interest | 3,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-101243 · tm2326129-1_4seq1.xml · nonDerivative · entry 1 Sy Tiffany R · CIK 0001444340 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,500 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| August 25, 2023 Filed Aug 28, 2023 12:49 UTC |
GILMORE BARBARA D.Director
|
PurchaseCommon Shares of Beneficial Interest | 2,000 | $10.87 | $21,740.00 |
DisclosureSEC source: 0001104659-23-095699 · tm2324922-2_4seq1.xml · nonDerivative · entry 2 GILMORE BARBARA D. · CIK 0001276316 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By husband Disclosed balance after: 2,000 F2 · price: This transaction was executed in multiple trades at prices ranging from $10.86 to $10.90 per share. The price reported represents the weighted average purchase price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares purchased at each separate price. Read SEC document |
| August 25, 2023 Filed Aug 28, 2023 12:49 UTC |
GILMORE BARBARA D.Director
|
PurchaseCommon Shares of Beneficial Interest | 2,000 | $10.86 | $21,720.00 |
DisclosureSEC source: 0001104659-23-095699 · tm2324922-2_4seq1.xml · nonDerivative · entry 1 GILMORE BARBARA D. · CIK 0001276316 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,000 F1 · price: This transaction was executed in multiple trades at prices ranging from $10.85 to $10.87 per share. The price reported represents the weighted average purchase price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares purchased at each separate price. Read SEC document |
| May 23, 2023 Filed May 23, 2023 17:12 UTC |
SOMERS JEFFREY P.Director
|
GrantCommon Shares of Beneficial Interest | 6,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-063675 · tm2316512-5_4seq1.xml · nonDerivative · entry 1 SOMERS JEFFREY P. · CIK 0001454728 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,311 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| May 23, 2023 Filed May 23, 2023 21:14 UTC |
PORTNOY ADAM D.Director · 10% owner
|
GrantCommon Shares of Beneficial Interest | 6,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-063682 · tm2316512-7_4seq1.xml · nonDerivative · entry 1 PORTNOY ADAM D. · CIK 0001273871 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 187,426 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| May 23, 2023 Filed May 23, 2023 21:11 UTC |
GILMORE BARBARA D.Director
|
GrantCommon Shares of Beneficial Interest | 6,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-063673 · tm2316512-4_4seq1.xml · nonDerivative · entry 1 GILMORE BARBARA D. · CIK 0001276316 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,000 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| May 23, 2023 Filed May 23, 2023 21:13 UTC |
Morea JosephDirector
|
GrantCommon Shares of Beneficial Interest | 6,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-063678 · tm2316512-6_4seq1.xml · nonDerivative · entry 1 Morea Joseph · CIK 0001554534 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,879 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| May 23, 2023 Filed May 23, 2023 21:10 UTC |
Hollis Phyllis M.Director
|
GrantCommon Shares of Beneficial Interest | 6,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-063671 · tm2316512-3_4seq1.xml · nonDerivative · entry 1 Hollis Phyllis M. · CIK 0001919735 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,000 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| May 23, 2023 Filed May 23, 2023 21:09 UTC |
Jordan Matthew P.Director
|
GrantCommon Shares of Beneficial Interest | 6,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-063670 · tm2316512-2_4seq1.xml · nonDerivative · entry 1 Jordan Matthew P. · CIK 0001657779 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,655 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. 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.