person · Reporting owner
Merriman Dwight L. III
Disclosed activity across 2 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ARES INDUSTRIAL REAL ESTATE INCOME TRUST Inc.NONE · Entity 25001 | Director | September 01, 2021 | March 28, 2023 |
| Ares Real Estate Income Trust Inc.NONE · Entity 9779 | Chief Executive Officer | December 01, 2017 | December 01, 2017 |
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.
ARES INDUSTRIAL REAL ESTATE INCOME TRUST Inc.
Report date September 01, 2021 · Filed March 28, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 112,133 |
Reported balance
After 2021-09-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2021-09-01 · Purchase · Acquired 84,041 · Balance 112,133 F1: Shares are beneficially owned by the Merriman Living Trust, over which the Reporting Person has voting or investment power. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares are beneficially owned by the Merriman Living Trust, over which the Reporting Person has voting or investment power.
Ares Real Estate Income Trust Inc.
Report date December 01, 2017 · Filed December 01, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class I Common StockSEC Table I · non-derivative | IndirectMerriman Living Trust | 80,900.694 |
Reported balance
After 2017-12-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2017-12-01 · Purchase · Acquired 80,900.694 · Balance 80,900.694 F1: These shares are held directly by the Merriman Living Trust for which the Reporting Person serves as a trustee. The Reporting Person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are held directly by the Merriman Living Trust for which the Reporting Person serves as a trustee. The Reporting Person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.
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 |
|---|---|---|---|---|---|---|
| February 01, 2023 Filed Feb 2, 2023 22:25 UTC | ARES INDUSTRIAL REAL ESTATE INCOME TRUST Inc. NONE · Entity 25001 | OtherClass I Operating Partnership Units · Derivative | 1,155,192.692 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-001995 · form4.xml · derivative · entry 1 Merriman Dwight L. III · CIK 0001518719 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,155,192.692 Underlying: Class I Common Stock · 1,155,192.692 shares Expires not disclosed F1 · derivative.exercise_price: The Class I Operating Partnership Units ("Class I OP Units") were acquired by the reporting person on February 1, 2023 as consideration for the redemption of the reporting person's interest in a limited partnership. No cash consideration was paid. Beginning on January 1, 2024, the reporting person may request that AIREIT Operating Partnership LP, a subsidiary of the Issuer, redeem all or a portion of the Class I OP Units for cash, unless the Issuer's board of directors determines that the redemption of the Class I OP Units for cash would be prohibited by applicable law, the Issuer's charter, or the Operating Partnership's limited partnership agreement (the "OP Agreement"), in which case the Class I OP Units will be redeemed for shares of the Issuer's Class I common stock, subject to any limitations on redemption in the OP agreement. Any such redemption of Class I OP Units will be priced at the then-current NAV of such Class I OP Units. F1 · kind: The Class I Operating Partnership Units ("Class I OP Units") were acquired by the reporting person on February 1, 2023 as consideration for the redemption of the reporting person's interest in a limited partnership. No cash consideration was paid. Beginning on January 1, 2024, the reporting person may request that AIREIT Operating Partnership LP, a subsidiary of the Issuer, redeem all or a portion of the Class I OP Units for cash, unless the Issuer's board of directors determines that the redemption of the Class I OP Units for cash would be prohibited by applicable law, the Issuer's charter, or the Operating Partnership's limited partnership agreement (the "OP Agreement"), in which case the Class I OP Units will be redeemed for shares of the Issuer's Class I common stock, subject to any limitations on redemption in the OP agreement. Any such redemption of Class I OP Units will be priced at the then-current NAV of such Class I OP Units. F1 · derivative.exercise_date: The Class I Operating Partnership Units ("Class I OP Units") were acquired by the reporting person on February 1, 2023 as consideration for the redemption of the reporting person's interest in a limited partnership. No cash consideration was paid. Beginning on January 1, 2024, the reporting person may request that AIREIT Operating Partnership LP, a subsidiary of the Issuer, redeem all or a portion of the Class I OP Units for cash, unless the Issuer's board of directors determines that the redemption of the Class I OP Units for cash would be prohibited by applicable law, the Issuer's charter, or the Operating Partnership's limited partnership agreement (the "OP Agreement"), in which case the Class I OP Units will be redeemed for shares of the Issuer's Class I common stock, subject to any limitations on redemption in the OP agreement. Any such redemption of Class I OP Units will be priced at the then-current NAV of such Class I OP Units. F2 · derivative.expiration_date: There is no expiration date for the reporting person's ability to request redemption of the Class I OP Units. Read SEC document |
| September 01, 2021 Filed Mar 28, 2023 22:57 UTC | ARES INDUSTRIAL REAL ESTATE INCOME TRUST Inc. NONE · Entity 25001 | PurchaseCommon Stock | 84,041 | $10.71 | $899,995.07 |
DisclosureSEC source: 0001062993-23-007924 · form4.xml · nonDerivative · entry 1 Merriman Dwight L. III · CIK 0001518719 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 112,133 F1 · ownership.nature: Shares are beneficially owned by the Merriman Living Trust, over which the Reporting Person has voting or investment power. Read SEC document |
| December 01, 2017 Filed Dec 1, 2017 21:05 UTC | Ares Real Estate Income Trust Inc. NONE · Entity 9779 | PurchaseClass I Common Stock | 80,900.694 | $7.42 | $600,000.00 |
DisclosureSEC source: 0001327978-17-000200 · wf-form4_151216230948154.xml · nonDerivative · entry 1 Merriman Dwight L. III · CIK 0001518719 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Merriman Living Trust Disclosed balance after: 80,900.694 F1 · ownership.nature: These shares are held directly by the Merriman Living Trust for which the Reporting Person serves as a trustee. The Reporting Person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. 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.