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 |
|---|---|---|---|---|---|---|
| May 23, 2023 Filed May 23, 2023 21:08 UTC |
LAMKIN WILLIAM A.Director
|
GiftCommon Shares of Beneficial Interest | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-063668 · tm2316512-1_4seq1.xml · nonDerivative · entry 3 LAMKIN WILLIAM A. · CIK 0001362950 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 18,096 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 23, 2023 Filed May 23, 2023 21:08 UTC |
LAMKIN WILLIAM A.Director
|
GiftCommon Shares of Beneficial Interest | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-063668 · tm2316512-1_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 23, 2023 Filed May 23, 2023 21:08 UTC |
LAMKIN WILLIAM A.Director
|
GrantCommon Shares of Beneficial Interest | 6,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-063668 · tm2316512-1_4seq1.xml · nonDerivative · entry 1 LAMKIN WILLIAM A. · CIK 0001362950 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,000 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| April 27, 2023 Filed May 1, 2023 11:51 UTC |
Sy Tiffany RCFO and Treasurer
|
PurchaseCommon Shares of Beneficial Interest | 1,000 | $9.86 | $9,860.00 |
DisclosureSEC source: 0001104659-23-053533 · tm2314149-1_4seq.xml · nonDerivative · entry 1 Sy Tiffany R · CIK 0001444340 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,000 Read SEC document |
| November 29, 2022 Filed Nov 30, 2022 21:20 UTC |
Lorenzini Thomas J.President
|
PurchaseCommon Shares of Beneficial Interest | 1,000 | $9.57 | $9,570.00 |
DisclosureSEC source: 0001104659-22-123246 · tm2231676-2_4seq1.xml · nonDerivative · entry 1 Lorenzini Thomas J. · CIK 0001836710 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,553 F1 · price: This transaction was executed in multiple trades at prices ranging from $9.55 to $9.60 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. F2 · balance_after: Includes common shares acquired under a dividend reinvestment plan. Read SEC document |
| November 29, 2022 Filed Dec 1, 2022 21:20 UTC |
Sy Tiffany RCFO and Treasurer
|
PurchaseCommon Shares of Beneficial Interest | 1,000 | $9.53 | $9,530.00 |
DisclosureSEC source: 0001104659-22-123674 · tm2231676-1_4seq1.xml · nonDerivative · entry 1 Sy Tiffany R · CIK 0001444340 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 F1 · price: This transaction was executed in multiple trades at prices ranging from $9.50 to $9.55 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 |
| October 03, 2022 Filed Oct 5, 2022 23:08 UTC |
Lorenzini Thomas J.President
|
Tax withholdingCommon Shares of Beneficial Interest | 241 | $9.19 | $2,214.79 |
DisclosureSEC source: 0001104659-22-106434 · tm2227532-1_4seq1.xml · nonDerivative · entry 1 Lorenzini Thomas J. · CIK 0001836710 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,508 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. F2 · balance_after: Includes 148 Common Shares acquired under a dividend reinvestment plan that were inadvertently omitted in prior Form 4 filings. Read SEC document |
| September 19, 2022 Filed Sep 21, 2022 21:58 UTC |
Jordan Matthew P.Director
|
Tax withholdingCommon Shares of Beneficial Interest | 1,468 | $10.15 | $14,900.20 |
DisclosureSEC source: 0001104659-22-102014 · tm2226357-4_4seq1.xml · nonDerivative · entry 1 Jordan Matthew P. · CIK 0001657779 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,204 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 19, 2022 Filed Sep 21, 2022 21:57 UTC |
Lorenzini Thomas J.President
|
Tax withholdingCommon Shares of Beneficial Interest | 260 | $10.15 | $2,639.00 |
DisclosureSEC source: 0001104659-22-102011 · tm2226357-3_4seq1.xml · nonDerivative · entry 1 Lorenzini Thomas J. · CIK 0001836710 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,601 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 19, 2022 Filed Sep 21, 2022 21:55 UTC |
Lanois Gerald DouglasCFO and Treasurer
|
Tax withholdingCommon Shares of Beneficial Interest | 546 | $10.15 | $5,541.90 |
DisclosureSEC source: 0001104659-22-102009 · tm2226357-2_4seq1.xml · nonDerivative · entry 1 Lanois Gerald Douglas · CIK 0001716834 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,972 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 14, 2022 Filed Sep 16, 2022 20:30 UTC |
Lorenzini Thomas J.President
|
GrantCommon Shares of Beneficial Interest | 3,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-100857 · tm2226024d2_4seq1.xml · nonDerivative · entry 1 Lorenzini Thomas J. · CIK 0001836710 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,861 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| September 14, 2022 Filed Sep 16, 2022 20:30 UTC |
Jordan Matthew P.Director
|
GrantCommon Shares of Beneficial Interest | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-100850 · tm2226024-1_4seq1.xml · nonDerivative · entry 1 Jordan Matthew P. · CIK 0001657779 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,672 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| May 26, 2022 Filed May 26, 2022 20:42 UTC |
Jordan Matthew P.Director
|
GrantCommon Shares of Beneficial Interest | 6,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-065322 · tm2216964-6_4seq1.xml · nonDerivative · entry 1 Jordan Matthew P. · CIK 0001657779 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,672 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| May 26, 2022 Filed May 26, 2022 16:40 UTC |
SOMERS JEFFREY P.Director
|
GrantCommon Shares of Beneficial Interest | 6,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-065316 · tm2216964-3_4seq1.xml · nonDerivative · entry 1 SOMERS JEFFREY P. · CIK 0001454728 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,311 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| May 26, 2022 Filed May 26, 2022 20:43 UTC |
LAMKIN WILLIAM A.Director
|
GiftCommon Shares of Beneficial Interest | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-065323 · tm2216964-7_4seq1.xml · nonDerivative · entry 3 LAMKIN WILLIAM A. · CIK 0001362950 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 12,096 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 26, 2022 Filed May 26, 2022 20:43 UTC |
LAMKIN WILLIAM A.Director
|
GiftCommon Shares of Beneficial Interest | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-065323 · tm2216964-7_4seq1.xml · nonDerivative · entry 2 LAMKIN WILLIAM A. · CIK 0001362950 · Director 10b5-1 filing: Not disclosed 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 26, 2022 Filed May 26, 2022 20:43 UTC |
LAMKIN WILLIAM A.Director
|
GrantCommon Shares of Beneficial Interest | 6,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-065323 · tm2216964-7_4seq1.xml · nonDerivative · entry 1 LAMKIN WILLIAM A. · CIK 0001362950 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| May 26, 2022 Filed May 26, 2022 20:41 UTC |
GILMORE BARBARA D.Director
|
GrantCommon Shares of Beneficial Interest | 6,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-065319 · tm2216964-4_4seq1.xml · nonDerivative · entry 1 GILMORE BARBARA D. · CIK 0001276316 · Director 10b5-1 filing: Not disclosed 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 26, 2022 Filed May 26, 2022 20:41 UTC |
Hollis Phyllis M.Director
|
GrantCommon Shares of Beneficial Interest | 6,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-065321 · tm2216964-5_4seq1.xml · nonDerivative · entry 1 Hollis Phyllis M. · CIK 0001919735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| May 26, 2022 Filed May 26, 2022 20:39 UTC |
PORTNOY ADAM D.Director · 10% owner
|
GrantCommon Shares of Beneficial Interest | 6,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-065314 · tm2216964-2_4seq1.xml · nonDerivative · entry 1 PORTNOY ADAM D. · CIK 0001273871 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,426 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| May 26, 2022 Filed May 26, 2022 20:39 UTC |
Morea JosephDirector
|
GrantCommon Shares of Beneficial Interest | 6,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-065311 · tm2216964-1_4seq1.xml · nonDerivative · entry 1 Morea Joseph · CIK 0001554534 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,879 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| May 11, 2022 Filed May 12, 2022 20:09 UTC |
PORTNOY ADAM D.Director · 10% owner
|
PurchaseCommon Shares of Beneficial Interest | 882,407 | $9,469,109.52 | $8,355,608,524,214.64 |
DisclosureSEC source: 0001104659-22-059426 · tm2215236d1_4seq1.xml · nonDerivative · entry 1 PORTNOY ADAM D. · CIK 0001273871 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 1,786,937 F1 · price: Acquired pursuant to a Letter Agreement between Tremont Realty Capital LLC ("TRC") and Diane Portnoy, dated as of May 11, 2022, pursuant to which TRC purchased 882,407 of Issuer's Common Shares of Beneficial Interest ("Common Shares") from Diane Portnoy. F2 · ownership.nature: 78,879 Common Shares are held by ABP Trust, which includes 1,709 Common Shares acquired under the Issuer's dividend reinvestment plan since September 30, 2021. Mr. Portnoy is a holder of shares of beneficial interest in, and the sole trustee of, ABP Trust. Mr. Portnoy may be deemed to be a beneficial owner of the Common Shares owned directly by ABP Trust, but Mr. Portnoy disclaims such beneficial ownership except to the extent of his pecuniary interest therein. F3 · ownership.nature: 1,708,058 Common Shares are held by TRC. TRC is a direct wholly owned subsidiary of The RMR Group LLC ("RMR LLC") which is a direct majority owned subsidiary of The RMR Group Inc. ("RMR Inc."), of which Mr. Portnoy is a managing director and controlling shareholder through ABP Trust. Mr. Portnoy is also a beneficial owner and a director of TRC, RMR LLC and RMR Inc. and Mr. Portnoy may be deemed to beneficially own the Common Shares owned directly by TRC, but Mr. Portnoy disclaims such beneficial ownership except to the extent of his pecuniary interest therein. Read SEC document |
| November 16, 2021 Filed Nov 17, 2021 00:26 UTC |
Jordan Matthew P.Director
|
PurchaseCommon Shares of Beneficial Interest | 5,000 | $10.56 | $52,813.00 |
DisclosureSEC source: 0001104659-21-140144 · tm2133088-3_4seq1.xml · nonDerivative · entry 1 Jordan Matthew P. · CIK 0001657779 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,672 F1 · price: The price reported in Column 4 is a weighted average price. These Seven Hills Realty Trust common shares of beneficial interest ("Common Shares") were acquired in multiple transactions at prices ranging from $10.43 to $10.70 per share, inclusive. The Reporting Person undertakes to provide Seven Hills Realty Trust (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of Common Shares purchased at each separate price within the range set forth in this footnote (1). Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 21:01 UTC |
Lanois Gerald DouglasCFO and Treasurer
|
Tax withholdingCommon Shares of Beneficial Interest | 181 | $10.38 | $1,878.78 |
DisclosureSEC source: 0001104659-21-140545 · tm2133088-1_4seq1.xml · nonDerivative · entry 1 Lanois Gerald Douglas · CIK 0001716834 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,518 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 |
| November 12, 2021 Filed Nov 16, 2021 22:24 UTC |
Lorenzini Thomas J.President
|
PurchaseCommon Shares of Beneficial Interest | 1,000 | $10.50 | $10,499.90 |
DisclosureSEC source: 0001104659-21-140094 · tm2133088-2_4seq1.xml · nonDerivative · entry 1 Lorenzini Thomas J. · CIK 0001836710 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,361 Read SEC document |
| October 05, 2021 Filed Oct 7, 2021 22:48 UTC |
Lorenzini Thomas J.President
|
Tax withholdingCommon Shares of Beneficial Interest | 245 | $10.32 | $2,528.40 |
DisclosureSEC source: 0001104659-21-124271 · tm2129015-15_4seq1.xml · nonDerivative · entry 1 Lorenzini Thomas J. · CIK 0001836710 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,361 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 05, 2021 Filed Oct 7, 2021 22:47 UTC |
Jordan Matthew P.Director
|
Tax withholdingCommon Shares of Beneficial Interest | 895 | $10.32 | $9,236.40 |
DisclosureSEC source: 0001104659-21-124269 · tm2129015-13_4seq1.xml · nonDerivative · entry 1 Jordan Matthew P. · CIK 0001657779 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,672 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 05, 2021 Filed Oct 7, 2021 22:48 UTC |
Lanois Gerald DouglasCFO and Treasurer
|
Tax withholdingCommon Shares of Beneficial Interest | 245 | $10.32 | $2,528.40 |
DisclosureSEC source: 0001104659-21-124270 · tm2129015-14_4seq1.xml · nonDerivative · entry 1 Lanois Gerald Douglas · CIK 0001716834 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,699 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, 2021 Filed Oct 4, 2021 19:04 UTC |
SOMERS JEFFREY P.Director
|
GrantCommon Shares of Beneficial Interest | 3,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-122629 · tm2129015-9_4seq1.xml · nonDerivative · entry 2 SOMERS JEFFREY P. · CIK 0001454728 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,311 F2 · price: Transaction reported is grant of shares pursuant to the Issuer's equity compensation plan. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 23:08 UTC |
LAMKIN WILLIAM A.Director
|
GiftCommon Shares of Beneficial Interest | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-122633 · tm2129015-12_4seq1.xml · nonDerivative · entry 3 LAMKIN WILLIAM A. · CIK 0001362950 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 6,096 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 |
| October 01, 2021 Filed Oct 4, 2021 23:08 UTC |
LAMKIN WILLIAM A.Director
|
GiftCommon Shares of Beneficial Interest | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-122633 · tm2129015-12_4seq1.xml · nonDerivative · entry 2 LAMKIN WILLIAM A. · CIK 0001362950 · Director 10b5-1 filing: Not disclosed 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 |
| October 01, 2021 Filed Oct 4, 2021 23:08 UTC |
LAMKIN WILLIAM A.Director
|
GrantCommon Shares of Beneficial Interest | 3,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-122633 · tm2129015-12_4seq1.xml · nonDerivative · entry 1 LAMKIN WILLIAM A. · CIK 0001362950 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 F1 · price: Transaction reported is grant of shares pursuant to the Issuer's equity compensation plan. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 23:07 UTC |
Lorenzini Thomas J.President
|
GrantCommon Shares of Beneficial Interest | 3,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-122631 · tm2129015-11_4seq1.xml · nonDerivative · entry 2 Lorenzini Thomas J. · CIK 0001836710 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,606 F2 · price: Transaction reported is grant of shares pursuant to the Issuer's equity compensation plan. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 23:06 UTC |
Jordan Matthew P.Director
|
GrantCommon Shares of Beneficial Interest | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-122630 · tm2129015-10_4seq1.xml · nonDerivative · entry 2 Jordan Matthew P. · CIK 0001657779 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,567 F1 · price: Transaction reported is grant of shares pursuant to the Issuer's equity compensation plan. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 23:06 UTC |
Jordan Matthew P.Director
|
GrantCommon Shares of Beneficial Interest | 3,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-122630 · tm2129015-10_4seq1.xml · nonDerivative · entry 1 Jordan Matthew P. · CIK 0001657779 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,567 F1 · price: Transaction reported is grant of shares pursuant to the Issuer's equity compensation plan. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 23:03 UTC |
Morea JosephDirector
|
GrantCommon Shares of Beneficial Interest | 3,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-122628 · tm2129015-8_4seq1.xml · nonDerivative · entry 1 Morea Joseph · CIK 0001554534 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,879 F1 · price: Transaction reported is grant of shares pursuant to the Issuer's equity compensation plan. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 23:01 UTC |
Lanois Gerald DouglasCFO and Treasurer
|
GrantCommon Shares of Beneficial Interest | 3,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-122625 · tm2129015-6_4seq1.xml · nonDerivative · entry 2 Lanois Gerald Douglas · CIK 0001716834 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,944 F2 · price: Transaction reported is grant of shares pursuant to the Issuer's equity compensation plan. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 22:59 UTC |
GILMORE BARBARA D.Director
|
GrantCommon Shares of Beneficial Interest | 3,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-122624 · tm2129015-5_4seq1.xml · nonDerivative · entry 1 GILMORE BARBARA D. · CIK 0001276316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 F1 · price: Transaction reported is grant of shares pursuant to the Issuer's equity compensation plan. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 22:57 UTC |
PORTNOY ADAM D.Director
|
GrantCommon Shares of Beneficial Interest | 3,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-122623 · tm2129015-4_4seq1.xml · nonDerivative · entry 3 PORTNOY ADAM D. · CIK 0001273871 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,426 F5 · price: Transaction reported is grant of shares pursuant to the Issuer's equity compensation plan. Read SEC document |
| September 30, 2021 Filed Oct 4, 2021 19:04 UTC |
SOMERS JEFFREY P.Director
|
GrantCommon Shares of Beneficial Interest | 3,870 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-122629 · tm2129015-9_4seq1.xml · nonDerivative · entry 1 SOMERS JEFFREY P. · CIK 0001454728 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,311 F1 · price: Acquired pursuant to that certain Agreement and Plan of Merger, dated as of April 26, 2021, by and between the Issuer (f/k/a RMR Mortgage Trust) and Tremont Mortgage Trust ("TRMT") in exchange for 7,500 TRMT common shares of beneficial interest having a market value of $5.22 per share on the effective date of the merger of TRMT with and into the Issuer, based on the closing price of TRMT's common shares of beneficial interest on such effective date. Read SEC document |
| September 30, 2021 Filed Oct 4, 2021 23:02 UTC |
HARRINGTON JOHN L.Director · SEE REMARKS
|
GrantCommon Shares of Beneficial Interest | 6,966 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-122627 · tm2129015-7_4seq1.xml · nonDerivative · entry 1 HARRINGTON JOHN L. · CIK 0001243972 · Director · SEE REMARKS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,196 F1 · price: Acquired pursuant to that certain Agreement and Plan of Merger, dated as of April 26, 2021, by and between the Issuer (f/k/a RMR Mortgage Trust) and Tremont Mortgage Trust ("TRMT") in exchange for 13,500 TRMT common shares of beneficial interest having a market value of $5.22 per share on the effective date of the merger of TRMT with and into the Issuer, based on the closing price of TRMT's common shares of beneficial interest on such effective date. Read SEC document |
| September 30, 2021 Filed Oct 4, 2021 23:07 UTC |
Lorenzini Thomas J.President
|
GrantCommon Shares of Beneficial Interest | 1,106 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-122631 · tm2129015-11_4seq1.xml · nonDerivative · entry 1 Lorenzini Thomas J. · CIK 0001836710 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,106 F1 · price: Acquired pursuant to that certain Agreement and Plan of Merger, dated as of April 26, 2021, by and between the Issuer (f/k/a RMR Mortgage Trust) and Tremont Mortgage Trust ("TRMT") in exchange for 2,143.97 TRMT common shares of beneficial interest having a market value of $5.22 per share on the effective date of the merger of TRMT with and into the Issuer, based on the closing price of TRMT's common shares of beneficial interest on such effective date. Read SEC document |
| September 30, 2021 Filed Oct 4, 2021 23:01 UTC |
Lanois Gerald DouglasCFO and Treasurer
|
GrantCommon Shares of Beneficial Interest | 9,444 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-122625 · tm2129015-6_4seq1.xml · nonDerivative · entry 1 Lanois Gerald Douglas · CIK 0001716834 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,444 F1 · price: Acquired pursuant to that certain Agreement and Plan of Merger, dated as of April 26, 2021, by and between the Issuer (f/k/a RMR Mortgage Trust) and Tremont Mortgage Trust ("TRMT") in exchange for 18,303 TRMT common shares of beneficial interest having a market value of $5.22 per share on the effective date of the merger of TRMT with and into the Issuer, based on the closing price of TRMT's common shares of beneficial interest on such effective date. Read SEC document |
| September 30, 2021 Filed Oct 4, 2021 22:57 UTC |
PORTNOY ADAM D.Director
|
GrantCommon Shares of Beneficial Interest | 825,651 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-122623 · tm2129015-4_4seq1.xml · nonDerivative · entry 2 PORTNOY ADAM D. · CIK 0001273871 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 902,821 F2 · price: Acquired pursuant to the Merger Agreement in exchange for 1,600,100 TRMT common shares of beneficial interest having a market value of $5.22 per share on the effective date of the merger of TRMT with and into the Issuer, based on the closing price of TRMT's common shares of beneficial interest on such effective date. F3 · ownership.nature: 77,170 shares are held by ABP Trust, which includes 2,087 shares acquired under the Issuer's dividend reinvestment plan since July 20, 2021. Mr. Portnoy is a holder of shares of beneficial interest in, and the sole trustee of, ABP Trust. Mr. Portnoy may be deemed to be a beneficial owner of the shares owned directly by ABP Trust, but Mr. Portnoy disclaims such beneficial ownership except to the extent of his pecuniary interest therein. 825,651 shares are held by Tremont Realty Capital LLC ("TRC"). TRC is a direct wholly owned subsidiary of The RMR Group LLC ("RMR LLC"), which is a direct majority owned subsidiary of The RMR Group Inc. ("RMR Inc."), of which Mr. Portnoy is a managing director and controlling shareholder through ABP Trust. F4 · ownership.nature: Mr. Portnoy is also a beneficial owner and a director of TRC. ABP Trust, RMR Inc., RMR LLC and Mr. Portnoy may be deemed to beneficially own the shares owned directly by TRC, but Mr. Portnoy disclaims such beneficial ownership except to the extent of his pecuniary interest therein. Read SEC document |
| September 30, 2021 Filed Oct 4, 2021 22:57 UTC |
PORTNOY ADAM D.Director
|
GrantCommon Shares of Beneficial Interest | 6,966 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-122623 · tm2129015-4_4seq1.xml · nonDerivative · entry 1 PORTNOY ADAM D. · CIK 0001273871 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,426 F1 · price: Acquired pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of April 26, 2021, by and between the Issuer (f/k/a RMR Mortgage Trust) and Tremont Mortgage Trust ("TRMT") in exchange for 13,500 TRMT common shares of beneficial interest having a market value of $5.22 per share on the effective date of the merger of TRMT with and into the Issuer, based on the closing price of TRMT's common shares of beneficial interest on such effective date. Read SEC document |
| May 27, 2021 Filed May 28, 2021 16:27 UTC |
SOMERS JEFFREY P.Director
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GrantCommon Shares of Beneficial Interest | 3,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-074191 · tm2117882-5_4seq1.xml · nonDerivative · entry 1 SOMERS JEFFREY P. · CIK 0001454728 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,441 F1 · price: Transaction reported is grant of shares pursuant to the issuer's equity compensation plan. Read SEC document |
| May 27, 2021 Filed May 28, 2021 20:26 UTC |
PORTNOY ADAM D.Director
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GrantCommon Shares of Beneficial Interest | 3,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-074189 · tm2117882-4_4seq1.xml · nonDerivative · entry 1 PORTNOY ADAM D. · CIK 0001273871 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,460 F1 · price: Transaction reported is grant of shares pursuant to the issuer's equity compensation plan. Read SEC document |
| May 27, 2021 Filed May 28, 2021 20:25 UTC |
Jordan Matthew P.Director
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GrantCommon Shares of Beneficial Interest | 3,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-074186 · tm2117882-3_4seq1.xml · nonDerivative · entry 1 Jordan Matthew P. · CIK 0001657779 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 F1 · price: Transaction reported is grant of shares pursuant to the issuer's equity compensation plan. Read SEC document |
| May 27, 2021 Filed May 28, 2021 20:24 UTC |
HARRINGTON JOHN L.Director
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GrantCommon Shares of Beneficial Interest | 3,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-074185 · tm2117882-2_4seq1.xml · nonDerivative · entry 1 HARRINGTON JOHN L. · CIK 0001243972 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,230 F1 · price: Transaction reported is grant of shares pursuant to the issuer's equity compensation plan. Read SEC document |
| May 27, 2021 Filed May 28, 2021 20:22 UTC |
GILMORE BARBARA D.Director
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GrantCommon Shares of Beneficial Interest | 3,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-074181 · tm2117882-1_4seq1.xml · nonDerivative · entry 1 GILMORE BARBARA D. · CIK 0001276316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 F1 · price: Transaction reported is grant of shares pursuant to the 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.