Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CBL & ASSOCIATES PROPERTIES INCCBL · Entity 1483 | Director · Chairman-Emeritus | March 13, 2023 | March 15, 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.
CBL & ASSOCIATES PROPERTIES INC
Report date March 13, 2023 · Filed March 15, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Corporation | 84,708 |
Last balance in matching sequence
After 2023-03-13 transaction · row 7
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
5 source rowsRow 3 · 2023-03-13 · Sale · Disposed 275 · Balance 88,241 F1: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. F2: Following sales by Warehouse Associates, Inc. (275 shares), CBL Employees Conway, Inc. (318 shares), Girvin Road, Inc. (40 shares), Foothills Plaza, Inc. (506 shares) and College Station Associates, Inc. (2,669 shares), the remaining 84,708 shares are owned by CBL & Associates, Inc., as to which the Reporting Person serves as President. Row 4 · 2023-03-13 · Sale · Disposed 318 · Balance 87,923 F1: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. F2: Following sales by Warehouse Associates, Inc. (275 shares), CBL Employees Conway, Inc. (318 shares), Girvin Road, Inc. (40 shares), Foothills Plaza, Inc. (506 shares) and College Station Associates, Inc. (2,669 shares), the remaining 84,708 shares are owned by CBL & Associates, Inc., as to which the Reporting Person serves as President. Row 5 · 2023-03-13 · Sale · Disposed 40 · Balance 87,883 F1: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. F2: Following sales by Warehouse Associates, Inc. (275 shares), CBL Employees Conway, Inc. (318 shares), Girvin Road, Inc. (40 shares), Foothills Plaza, Inc. (506 shares) and College Station Associates, Inc. (2,669 shares), the remaining 84,708 shares are owned by CBL & Associates, Inc., as to which the Reporting Person serves as President. Row 6 · 2023-03-13 · Sale · Disposed 506 · Balance 87,377 F1: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. F2: Following sales by Warehouse Associates, Inc. (275 shares), CBL Employees Conway, Inc. (318 shares), Girvin Road, Inc. (40 shares), Foothills Plaza, Inc. (506 shares) and College Station Associates, Inc. (2,669 shares), the remaining 84,708 shares are owned by CBL & Associates, Inc., as to which the Reporting Person serves as President. Row 7 · 2023-03-13 · Sale · Disposed 2,669 · Balance 84,708 F1: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. F2: Following sales by Warehouse Associates, Inc. (275 shares), CBL Employees Conway, Inc. (318 shares), Girvin Road, Inc. (40 shares), Foothills Plaza, Inc. (506 shares) and College Station Associates, Inc. (2,669 shares), the remaining 84,708 shares are owned by CBL & Associates, Inc., as to which the Reporting Person serves as President. |
| Common StockSEC Table I · non-derivative | Direct | 28,069 |
Reported balance
Holding disclosure · report date 2023-03-13 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 28,069 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 142 |
Reported balance
Holding disclosure · report date 2023-03-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 142 F1: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
F2: Following sales by Warehouse Associates, Inc. (275 shares), CBL Employees Conway, Inc. (318 shares), Girvin Road, Inc. (40 shares), Foothills Plaza, Inc. (506 shares) and College Station Associates, Inc. (2,669 shares), the remaining 84,708 shares are owned by CBL & Associates, Inc., as to which the Reporting Person serves as President.
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 16, 2017 Filed Oct 25, 2017 19:15 UTC | CBL & ASSOCIATES PROPERTIES INC CBL · Entity 1483 | OtherCommon Stock | 621.0333 | $8.54 | $5,300.52 |
DisclosureSEC source: 0001127602-17-030276 · form4.xml · nonDerivative · entry 1 LEBOVITZ CHARLES B · CIK 0000936808 · Director · Chairman of the Board · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 20,461.7502 F1 · shares: The shares were acquired via the Company's Dividend Reinvestment Plan. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| July 17, 2017 Filed Jul 26, 2017 19:37 UTC | CBL & ASSOCIATES PROPERTIES INC CBL · Entity 1483 | OtherCommon Stock | 584.7239 | $8.80 | $5,145.57 |
DisclosureSEC source: 0001127602-17-024155 · form4.xml · nonDerivative · entry 1 LEBOVITZ CHARLES B · CIK 0000936808 · Director · Chairman of the Board · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 19,840.7169 F1 · shares: The shares were acquired via the Company's Dividend Reinvestment Plan. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| April 17, 2017 Filed Apr 26, 2017 19:44 UTC | CBL & ASSOCIATES PROPERTIES INC CBL · Entity 1483 | OtherCommon Stock | 528.385 | $9.47 | $5,005.55 |
DisclosureSEC source: 0001127602-17-015519 · form4.xml · nonDerivative · entry 1 LEBOVITZ CHARLES B · CIK 0000936808 · Director · Chairman of the Board · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 19,255.993 F1 · shares: The shares were acquired via the Company's Dividend Reinvestment Plan. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 20:55 UTC | CBL & ASSOCIATES PROPERTIES INC CBL · Entity 1483 | GrantCommon Stock | 46,839 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005371 · form4.xml · nonDerivative · entry 1 LEBOVITZ CHARLES B · CIK 0000936808 · Director · Chairman of the Board · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 816,919.387 F1 · shares: Grant of restricted Common Stock pursuant to the terms of the CBL & Associates Properties, Inc. 2012 Stock Incentive Plan, as amended. F2 · ownership.direct: Additionally, the Reporting Person owns, directly or indirectly, limited partnership interests in CBL & Associates Limited Partnership, a Delaware limited partnership (the Operating Partnership), that, together with the partnership interests of other limited partners in the Operating Partnership which are controlled by the Reporting Person, may be exchanged at any time for an aggregate of 16,991,880 shares of the Issuer's Common Stock (on a one-for-one basis) or cash, at the Issuer's election. Read SEC document |
| January 17, 2017 Filed Feb 3, 2017 21:10 UTC | CBL & ASSOCIATES PROPERTIES INC CBL · Entity 1483 | OtherCommon Stock | 444.7397 | $10.99 | $4,887.69 |
DisclosureSEC source: 0001127602-17-003864 · form4.xml · nonDerivative · entry 1 LEBOVITZ CHARLES B · CIK 0000936808 · Director · Chairman of the Board · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 18,727.608 F1 · shares: The shares were acquired via the Company's Dividend Reinvestment Plan. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| January 10, 2017 Filed Mar 22, 2019 01:04 UTC | CBL & ASSOCIATES PROPERTIES INC CBL · Entity 1483 | OtherCommon Stock | 3,129 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-012745 · form4.xml · nonDerivative · entry 3 LEBOVITZ CHARLES B · CIK 0000936808 · Director · Chairman of the Board · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 9,371 F1 · balance_after: The shares were transferred from trusts for the benefit of the Reporting Person's grandchildren, with the Reporting Person serving as Trustee, into Trusts for the benefit of the Reporting Person's grandchildren, with the Reporting Person's son serving as Trustee of such Trusts. In addition, the total number of current shares includes adjustments for the addition of shares received under the DRIP, to correctly reflect the number of shares remaining in Trusts for other grandchildren of the Reporting Person. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| January 10, 2017 Filed Mar 22, 2019 01:04 UTC | CBL & ASSOCIATES PROPERTIES INC CBL · Entity 1483 | OtherCommon Stock | 5,389 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-012745 · form4.xml · nonDerivative · entry 2 LEBOVITZ CHARLES B · CIK 0000936808 · Director · Chairman of the Board · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 12,500 F1 · balance_after: The shares were transferred from trusts for the benefit of the Reporting Person's grandchildren, with the Reporting Person serving as Trustee, into Trusts for the benefit of the Reporting Person's grandchildren, with the Reporting Person's son serving as Trustee of such Trusts. In addition, the total number of current shares includes adjustments for the addition of shares received under the DRIP, to correctly reflect the number of shares remaining in Trusts for other grandchildren of the Reporting Person. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| November 10, 2016 Filed Mar 22, 2019 01:04 UTC | CBL & ASSOCIATES PROPERTIES INC CBL · Entity 1483 | OtherCommon Stock | 4,994 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-012745 · form4.xml · nonDerivative · entry 1 LEBOVITZ CHARLES B · CIK 0000936808 · Director · Chairman of the Board · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 17,889 F1 · balance_after: The shares were transferred from trusts for the benefit of the Reporting Person's grandchildren, with the Reporting Person serving as Trustee, into Trusts for the benefit of the Reporting Person's grandchildren, with the Reporting Person's son serving as Trustee of such Trusts. In addition, the total number of current shares includes adjustments for the addition of shares received under the DRIP, to correctly reflect the number of shares remaining in Trusts for other grandchildren of the Reporting Person. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| October 14, 2016 Filed Oct 27, 2016 15:27 UTC | CBL & ASSOCIATES PROPERTIES INC CBL · Entity 1483 | OtherCommon Stock | 405.281 | $11.80 | $4,780.29 |
DisclosureSEC source: 0001127602-16-065332 · form4.xml · nonDerivative · entry 1 LEBOVITZ CHARLES B · CIK 0000936808 · Director · Chairman of the Board · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 18,282.8683 F1 · shares: The shares were acquired via the Company's Dividend Reinvestment Plan. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. 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.