Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CIM GROUP, INC.NONE · Entity 4955 | Director | October 01, 2023 | October 03, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CIM GROUP, INC.
Report date October 01, 2023 · Filed October 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 39,878.739 |
Reported balance
After 2023-10-01 transaction · row 1
1 source rowRow 1 · 2023-10-01 · Grant · Acquired 12,176.56 · Balance 39,878.739 F1: On October 1, 2023, as part of the annual retainers paid to the Issuer's independent directors and pursuant to the Issuer's 2022 Equity Incentive Plan, Mr. Hollis was granted 12,176.56 shares of the Issuer's restricted common stock. The shares of restricted common stock will vest on October 1, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: On October 1, 2023, as part of the annual retainers paid to the Issuer's independent directors and pursuant to the Issuer's 2022 Equity Incentive Plan, Mr. Hollis was granted 12,176.56 shares of the Issuer's restricted common stock. The shares of restricted common stock will vest on October 1, 2024.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Cole Credit Property Trust V, Inc.
Report date December 21, 2020 · Filed December 23, 2020
Section 16 reporting ended · disclosed 2020-12-23. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (Class A)SEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-12-21 transaction · row 1
1 source rowRow 1 · 2020-12-21 · Disposition to issuer · Disposed 2,917.04 · Balance 0 F1: Disposed of pursuant to merger agreement between the issuer and CIM Real Estate Finance Trust, Inc. ("CMFT") in exchange for 8,436.080 shares of Common Stock of CMFT having a net asset value of $7.31 per share on the effective date of the merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to merger agreement between the issuer and CIM Real Estate Finance Trust, Inc. ("CMFT") in exchange for 8,436.080 shares of Common Stock of CMFT having a net asset value of $7.31 per share on the effective date of the merger.
Cole Office & Industrial REIT (CCIT II), Inc.
Report date March 01, 2021 · Filed March 01, 2021
Section 16 reporting ended · disclosed 2021-03-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (Class A)SEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-03-01 transaction · row 1
1 source rowRow 1 · 2021-03-01 · Disposition to issuer · Disposed 9,014.878 · Balance 0 F1: Disposed of pursuant to merger agreement between the issuer and Griffin Capital Essential Asset REIT, Inc. ("GCEAR") in exchange for 12,548.710 shares of Class E Common Stock of GCEAR having a net asset value of $8.97 per share on the effective date of the merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to merger agreement between the issuer and Griffin Capital Essential Asset REIT, Inc. ("GCEAR") in exchange for 12,548.710 shares of Class E Common Stock of GCEAR having a net asset value of $8.97 per share on the effective date of the merger.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 01, 2023 Filed Oct 3, 2023 16:03 UTC | CIM GROUP, INC. NONE · Entity 4955 | GrantCommon Stock | 12,176.56 | $0.00 | $0.00 |
DisclosureSEC source: 0001498547-23-000058 · wk-form4_1696363401.xml · nonDerivative · entry 1 Hollis Calvin E · CIK 0001730450 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,878.739 F1 · shares: On October 1, 2023, as part of the annual retainers paid to the Issuer's independent directors and pursuant to the Issuer's 2022 Equity Incentive Plan, Mr. Hollis was granted 12,176.56 shares of the Issuer's restricted common stock. The shares of restricted common stock will vest on October 1, 2024. Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 17:51 UTC | CIM GROUP, INC. NONE · Entity 4955 | GrantCommon Stock | 11,111.111 | $0.00 | $0.00 |
DisclosureSEC source: 0001498547-22-000095 · wf-form4_166492027541319.xml · nonDerivative · entry 2 Hollis Calvin E · CIK 0001730450 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,702.179 F2 · shares: On October 1, 2022, as part of the annual retainers paid to the Issuer's independent directors and pursuant to the Issuer's 2022 Equity Incentive Plan, Mr. Hollis was granted 11,111.111 shares of the Issuer's restricted common stock. The shares of restricted common stock will vest on October 1, 2023. Read SEC document |
| April 01, 2022 Filed Oct 4, 2022 17:51 UTC | CIM GROUP, INC. NONE · Entity 4955 | GrantCommon Stock | 4,003.996 | $0.00 | $0.00 |
DisclosureSEC source: 0001498547-22-000095 · wf-form4_166492027541319.xml · nonDerivative · entry 1 Hollis Calvin E · CIK 0001730450 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,591.068 F1 · shares: The valuation, compensation and affiliate transactions committee and the board of directors, following the approval of the revised compensation program for independent directors, approved the issuance to each independent member of the board of directors of an additional equity award under the Equity Plan on April 1, 2022 that vested on October 1, 2022, representing the difference in value between such director's October 1, 2021 equity award and $80,000, calculated based on the NAV per share on April 1, 2022, and prorated for the remaining days between April 1, 2022 and September 30, 2022. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 17:49 UTC | CIM GROUP, INC. NONE · Entity 4955 | GrantCommon Stock | 3,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001498547-21-000099 · wf-form4_163347054405397.xml · nonDerivative · entry 1 Hollis Calvin E · CIK 0001730450 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,587.072 F1 · shares: On October 1, 2021, as part of the annual retainers paid to the Issuer's independent directors and pursuant to the Issuer's 2018 Equity Incentive Plan, Mr. Hollis was granted 3,125 shares of the Issuer's restricted common stock. The shares of restricted common stock will vest on October 1, 2022. Read SEC document |
| May 25, 2021 Filed May 27, 2021 18:04 UTC | CIM GROUP, INC. NONE · Entity 4955 | GrantCommon Stock | 1,025.992 | $0.00 | $0.00 |
DisclosureSEC source: 0001498547-21-000030 · wf-form4_162215298601478.xml · nonDerivative · entry 1 Hollis Calvin E · CIK 0001730450 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,462.072 F1 · shares: On May 25, 2021, as part of the annual retainers paid to the Issuer's independent directors and pursuant to the Issuer's 2018 Equity Incentive Plan, Mr. Hollis was granted 1,025.992 shares of the Issuer's restricted common stock. The shares of restricted common stock will vest on October 1, 2021. Read SEC document |
| March 01, 2021 Filed Mar 1, 2021 15:50 UTC | Cole Office & Industrial REIT (CCIT II), Inc. NONE · Entity 142087 | Disposition to issuerCommon Stock (Class A) | 9,014.878 | $0.00 | $0.00 |
DisclosureSEC source: 0001572758-21-000039 · wf-form4_161463182571156.xml · nonDerivative · entry 1 Hollis Calvin E · CIK 0001730450 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to merger agreement between the issuer and Griffin Capital Essential Asset REIT, Inc. ("GCEAR") in exchange for 12,548.710 shares of Class E Common Stock of GCEAR having a net asset value of $8.97 per share on the effective date of the merger. Read SEC document |
| December 21, 2020 Filed Dec 23, 2020 12:18 UTC | CIM GROUP, INC. NONE · Entity 4955 | GrantCommon Stock | 8,436.08 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001498547-20-000134 · wf-form4_160874388246820.xml · nonDerivative · entry 1 Hollis Calvin E · CIK 0001730450 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,436.08 F1 · price: The reporting person acquired 8,436.080 shares of the issuer's common stock pursuant to a merger between the issuer, Cole Credit Property Trust V, Inc. and Thor V Merger Sub, LLC. On the effective date of the merger, December 21, 2020, the net asset value of the issuer's common stock was $7.31 per share. Read SEC document |
| December 21, 2020 Filed Dec 23, 2020 12:04 UTC | Cole Credit Property Trust V, Inc. NONE · Entity 144400 | Disposition to issuerCommon Stock (Class A) | 2,917.04 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001580988-20-000110 · wf-form4_160874306787984.xml · nonDerivative · entry 1 Hollis Calvin E · CIK 0001730450 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to merger agreement between the issuer and CIM Real Estate Finance Trust, Inc. ("CMFT") in exchange for 8,436.080 shares of Common Stock of CMFT having a net asset value of $7.31 per share on the effective date of the merger. Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 14:34 UTC | Cole Office & Industrial REIT (CCIT II), Inc. NONE · Entity 142087 | GrantCommon Stock (Class A) | 3,021.148 | $0.00 | $0.00 |
DisclosureSEC source: 0001572758-20-000075 · wf-form4_160166366614147.xml · nonDerivative · entry 1 Hollis Calvin E · CIK 0001730450 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,014.878 F1 · shares: On October 1, 2020, as part of the annual retainers paid to the Issuer's independent directors and pursuant to the Issuer's 2018 Equity Incentive Plan, Mr. Hollis was granted 3,021.48 shares of the Issuer's restricted Class A common stock. The shares of restricted Class A common stock vest on the one year anniversary of the date of the grant. F2 · balance_after: Includes 269.569 shares of common stock Mr. Hollis acquired through the Issuer's distribution reinvestment plan. Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 14:32 UTC | Cole Credit Property Trust V, Inc. NONE · Entity 144400 | GrantCommon Stock (Class A) | 988.924 | $0.00 | $0.00 |
DisclosureSEC source: 0001580988-20-000089 · wf-form4_160166352190586.xml · nonDerivative · entry 1 Hollis Calvin E · CIK 0001730450 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,917.04 F1 · shares: On October 1, 2020, as part of the annual retainers paid to the Issuer's independent directors and pursuant to the Issuer's 2018 Equity Incentive Plan, Mr. Hollis was granted 988.924 shares of the Issuer's restricted Class A common stock. The shares of restricted Class A common stock vest on the one year anniversary of the date of the grant. F2 · balance_after: Includes 70.463 shares of common stock Mr. Hollis acquired through the Issuer's distribution reinvestment plan. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 15:59 UTC | Cole Credit Property Trust V, Inc. NONE · Entity 144400 | GrantCommon Stock (Class A) | 954.684 | $0.00 | $0.00 |
DisclosureSEC source: 0001580988-19-000065 · wf-form4_157013273642852.xml · nonDerivative · entry 1 Hollis Calvin E · CIK 0001730450 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,857.653 F1 · shares: On October 1, 2019, as part of the annual retainers paid to the Issuer's independent directors and pursuant to the Issuer's 2018 Equity Incentive Plan, Mr. Hollis was granted 954.684 shares of the Issuer's restricted Class A common stock. The shares of restricted Class A common stock vest on the one year anniversary of the date of the grant. F2 · balance_after: Includes 57.609 shares of common stock Mr. Hollis acquired through the Issuer's distribution reinvestment plan. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 15:45 UTC | Cole Office & Industrial REIT (CCIT II), Inc. NONE · Entity 142087 | GrantCommon Stock (Class A) | 2,719.855 | $0.00 | $0.00 |
DisclosureSEC source: 0001572758-19-000054 · wf-form4_157013190828934.xml · nonDerivative · entry 1 Hollis Calvin E · CIK 0001730450 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,724.161 F1 · shares: On October 1, 2019, as part of the annual retainers paid to the Issuer's independent directors and pursuant to the Issuer's 2018 Equity Incentive Plan, Mr. Hollis was granted 2,719.855 shares of the Issuer's restricted Class A common stock. The shares of restricted Class A common stock vest on the one year anniversary of the date of the grant. F2 · balance_after: Includes 168.766 shares of common stock Mr. Hollis acquired through the Issuer's distribution reinvestment plan. Read SEC document |
| October 01, 2018 Filed Oct 2, 2018 17:26 UTC | Cole Credit Property Trust V, Inc. NONE · Entity 144400 | GrantCommon Stock (Class A) | 845.36 | $0.00 | $0.00 |
DisclosureSEC source: 0001580988-18-000083 · wf-form4_153851557039903.xml · nonDerivative · entry 1 Hollis Calvin E · CIK 0001730450 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 845.36 F1 · shares: On October 1, 2018, as part of the annual retainers paid to the Issuer's independent directors and pursuant to the Issuer's 2018 Equity Incentive Plan, Mr. Hollis was granted 845.36 shares of the Issuer's restricted Class A common stock. The shares of restricted Class A common stock vest on the one year anniversary of the date of the grant. Read SEC document |
| October 01, 2018 Filed Oct 2, 2018 17:22 UTC | Cole Office & Industrial REIT (CCIT II), Inc. NONE · Entity 142087 | GrantCommon Stock (Class A) | 2,835.54 | $0.00 | $0.00 |
DisclosureSEC source: 0001572758-18-000053 · wf-form4_153851534424683.xml · nonDerivative · entry 1 Hollis Calvin E · CIK 0001730450 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,835.54 F1 · shares: On October 1, 2018, as part of the annual retainers paid to the Issuer's independent directors and pursuant to the Issuer's 2018 Equity Incentive Plan, Mr. Hollis was granted 2,835.54 shares of the Issuer's restricted Class A common stock. The shares of restricted Class A common stock vest on the one year anniversary of the date of the grant. 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.