Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Urban Edge PropertiesUE · Entity 4249 | EVP of Development | February 10, 2023 | February 14, 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.
Urban Edge Properties
Report date February 10, 2023 · Filed February 14, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| LTIP Units (2023 LTI Perf.)SEC Table II · derivative / convertible security | Direct | 4,287 |
Reported balance
After 2023-02-10 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-02-10 · Grant · Acquired 4,287 · Balance 4,287 F1: Represents LTIP Units in Urban Edge Properties LP granted pursuant to the Urban Edge Properties 2023 long-term incentive plan (the "2023 LTI Plan") under the Urban Edge Properties 2015 Omnibus Share Plan. The 2023 LTI Plan is comprised of LTIP Units that vest solely based on time, which we refer to as "2023 LTI Time" in Table II and those that vest subject to both time and performanced hurdles, which we refer to as "2023 LTI Perf." in Table II. F2: Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and vesting, each LTIP Unit may be converted, at the election of the holder, into a Common Unit. Each Common Unit acquired upon conversion of an LTIP Unit may be converted into one Common Share of Urban Edge Properties (the "Issuer"). LTIP Units are generally not convertible without the consent of the Issuer until two years from the date of the grant. The right to convert LTIP Units into Common Units and to convert Common Units into Common Shares do not have expiration dates. F3: The LTIP Units are scheduled to vest 50% on February 10, 2026 and 25% on each of February 10, 2027 and February 10, 2028, subject to continued employment through such dates and the achievement of certain performance based criteria based on the Issuer's total return to shareholders through February 10, 2026. Excludes 16,015 LTIP units granted under the 2023 LTI Plan the vesting of which is subject to conditions that are not tied solely to the market price of an equity security of the Issuer. |
| LTIP Units (2023 LTI Time)SEC Table II · derivative / convertible security | Direct | 12,280 |
Reported balance
After 2023-02-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-02-10 · Grant · Acquired 12,280 · Balance 12,280 F1: Represents LTIP Units in Urban Edge Properties LP granted pursuant to the Urban Edge Properties 2023 long-term incentive plan (the "2023 LTI Plan") under the Urban Edge Properties 2015 Omnibus Share Plan. The 2023 LTI Plan is comprised of LTIP Units that vest solely based on time, which we refer to as "2023 LTI Time" in Table II and those that vest subject to both time and performanced hurdles, which we refer to as "2023 LTI Perf." in Table II. F2: Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and vesting, each LTIP Unit may be converted, at the election of the holder, into a Common Unit. Each Common Unit acquired upon conversion of an LTIP Unit may be converted into one Common Share of Urban Edge Properties (the "Issuer"). LTIP Units are generally not convertible without the consent of the Issuer until two years from the date of the grant. The right to convert LTIP Units into Common Units and to convert Common Units into Common Shares do not have expiration dates. F4: The LTIP Units vest ratably over three years, subject to continued employment through each vesting date, with the initial vesting occurring on February 10, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents LTIP Units in Urban Edge Properties LP granted pursuant to the Urban Edge Properties 2023 long-term incentive plan (the "2023 LTI Plan") under the Urban Edge Properties 2015 Omnibus Share Plan. The 2023 LTI Plan is comprised of LTIP Units that vest solely based on time, which we refer to as "2023 LTI Time" in Table II and those that vest subject to both time and performanced hurdles, which we refer to as "2023 LTI Perf." in Table II.
F2: Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and vesting, each LTIP Unit may be converted, at the election of the holder, into a Common Unit. Each Common Unit acquired upon conversion of an LTIP Unit may be converted into one Common Share of Urban Edge Properties (the "Issuer"). LTIP Units are generally not convertible without the consent of the Issuer until two years from the date of the grant. The right to convert LTIP Units into Common Units and to convert Common Units into Common Shares do not have expiration dates.
F3: The LTIP Units are scheduled to vest 50% on February 10, 2026 and 25% on each of February 10, 2027 and February 10, 2028, subject to continued employment through such dates and the achievement of certain performance based criteria based on the Issuer's total return to shareholders through February 10, 2026. Excludes 16,015 LTIP units granted under the 2023 LTI Plan the vesting of which is subject to conditions that are not tied solely to the market price of an equity security of the Issuer.
F4: The LTIP Units vest ratably over three years, subject to continued employment through each vesting date, with the initial vesting occurring on February 10, 2024.
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 10, 2023 Filed Feb 14, 2023 22:16 UTC | Urban Edge Properties UE · Entity 4249 | GrantLTIP Units (2023 LTI Time) · Derivative | 12,280 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-001922 · doc4.xml · derivative · entry 2 DE VITA DANIELLE · CIK 0001841672 · EVP of Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,280 Underlying: Common Shares · 12,280 shares Expires not disclosed F1 · security: Represents LTIP Units in Urban Edge Properties LP granted pursuant to the Urban Edge Properties 2023 long-term incentive plan (the "2023 LTI Plan") under the Urban Edge Properties 2015 Omnibus Share Plan. The 2023 LTI Plan is comprised of LTIP Units that vest solely based on time, which we refer to as "2023 LTI Time" in Table II and those that vest subject to both time and performanced hurdles, which we refer to as "2023 LTI Perf." in Table II. F2 · derivative.exercise_price: Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and vesting, each LTIP Unit may be converted, at the election of the holder, into a Common Unit. Each Common Unit acquired upon conversion of an LTIP Unit may be converted into one Common Share of Urban Edge Properties (the "Issuer"). LTIP Units are generally not convertible without the consent of the Issuer until two years from the date of the grant. The right to convert LTIP Units into Common Units and to convert Common Units into Common Shares do not have expiration dates. F4 · derivative.exercise_date: The LTIP Units vest ratably over three years, subject to continued employment through each vesting date, with the initial vesting occurring on February 10, 2024. F2 · derivative.expiration_date: Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and vesting, each LTIP Unit may be converted, at the election of the holder, into a Common Unit. Each Common Unit acquired upon conversion of an LTIP Unit may be converted into one Common Share of Urban Edge Properties (the "Issuer"). LTIP Units are generally not convertible without the consent of the Issuer until two years from the date of the grant. The right to convert LTIP Units into Common Units and to convert Common Units into Common Shares do not have expiration dates. Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 22:16 UTC | Urban Edge Properties UE · Entity 4249 | GrantLTIP Units (2023 LTI Perf.) · Derivative | 4,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-001922 · doc4.xml · derivative · entry 1 DE VITA DANIELLE · CIK 0001841672 · EVP of Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,287 Underlying: Common Shares · 4,287 shares Expires not disclosed F1 · security: Represents LTIP Units in Urban Edge Properties LP granted pursuant to the Urban Edge Properties 2023 long-term incentive plan (the "2023 LTI Plan") under the Urban Edge Properties 2015 Omnibus Share Plan. The 2023 LTI Plan is comprised of LTIP Units that vest solely based on time, which we refer to as "2023 LTI Time" in Table II and those that vest subject to both time and performanced hurdles, which we refer to as "2023 LTI Perf." in Table II. F2 · derivative.exercise_price: Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and vesting, each LTIP Unit may be converted, at the election of the holder, into a Common Unit. Each Common Unit acquired upon conversion of an LTIP Unit may be converted into one Common Share of Urban Edge Properties (the "Issuer"). LTIP Units are generally not convertible without the consent of the Issuer until two years from the date of the grant. The right to convert LTIP Units into Common Units and to convert Common Units into Common Shares do not have expiration dates. F3 · derivative.exercise_date: The LTIP Units are scheduled to vest 50% on February 10, 2026 and 25% on each of February 10, 2027 and February 10, 2028, subject to continued employment through such dates and the achievement of certain performance based criteria based on the Issuer's total return to shareholders through February 10, 2026. Excludes 16,015 LTIP units granted under the 2023 LTI Plan the vesting of which is subject to conditions that are not tied solely to the market price of an equity security of the Issuer. F2 · derivative.expiration_date: Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and vesting, each LTIP Unit may be converted, at the election of the holder, into a Common Unit. Each Common Unit acquired upon conversion of an LTIP Unit may be converted into one Common Share of Urban Edge Properties (the "Issuer"). LTIP Units are generally not convertible without the consent of the Issuer until two years from the date of the grant. The right to convert LTIP Units into Common Units and to convert Common Units into Common Shares do not have expiration dates. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 22:28 UTC | Urban Edge Properties UE · Entity 4249 | GrantLTIP Units (2022 LTI Time) · Derivative | 14,053 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-002180 · doc4.xml · derivative · entry 2 DE VITA DANIELLE · CIK 0001841672 · EVP of Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,053 Underlying: Common Shares · 14,053 shares Expires not disclosed F1 · security: Represents LTIP Units in Urban Edge Properties LP granted pursuant to the Urban Edge Properties 2022 long-term incentive plan (the "2022 LTI Plan") under the Urban Edge Properties 2015 Omnibus Share Plan. The 2022 LTI Plan is comprised of LTIP Units that vest solely based on time, which we refer to as "2022 LTI Time" in Table II and those that vest subject to both time and performanced hurdles, which we refer to as "2022 LTI Perf." in Table II. F2 · derivative.exercise_price: Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and vesting, each LTIP Unit may be converted, at the election of the holder, into a Common Unit. Each Common Unit acquired upon conversion of an LTIP Unit may be converted into one Common Share of Urban Edge Properties (the "Issuer"). LTIP Units are generally not convertible without the consent of the Issuer until two years from the date of the grant. The right to convert LTIP Units into Common Units and to convert Common Units into Common Shares do not have expiration dates. F4 · derivative.exercise_date: Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and vesting, each LTIP Unit may be converted, at the election of the holder, into a Common Unit. Each Common Unit acquired upon conversion of an LTIP Unit may be converted into one Common Share of the Issuer. LTIP Units are generally not convertible without the consent of the Issuer until two years from the date of the grant. The right to convert LTIP Units into Common Units and to convert Common Units into Common Shares do not have expiration dates. The LTIP Units vest ratably over three years, subject to continued employment through each vesting date, with the initial vesting occurring on February 11, 2023. F2 · derivative.expiration_date: Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and vesting, each LTIP Unit may be converted, at the election of the holder, into a Common Unit. Each Common Unit acquired upon conversion of an LTIP Unit may be converted into one Common Share of Urban Edge Properties (the "Issuer"). LTIP Units are generally not convertible without the consent of the Issuer until two years from the date of the grant. The right to convert LTIP Units into Common Units and to convert Common Units into Common Shares do not have expiration dates. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 22:28 UTC | Urban Edge Properties UE · Entity 4249 | GrantLTIP Units (2022 LTI Perf.) · Derivative | 7,119 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-002180 · doc4.xml · derivative · entry 1 DE VITA DANIELLE · CIK 0001841672 · EVP of Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,119 Underlying: Common Shares · 7,119 shares Expires not disclosed F1 · security: Represents LTIP Units in Urban Edge Properties LP granted pursuant to the Urban Edge Properties 2022 long-term incentive plan (the "2022 LTI Plan") under the Urban Edge Properties 2015 Omnibus Share Plan. The 2022 LTI Plan is comprised of LTIP Units that vest solely based on time, which we refer to as "2022 LTI Time" in Table II and those that vest subject to both time and performanced hurdles, which we refer to as "2022 LTI Perf." in Table II. F2 · derivative.exercise_price: Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and vesting, each LTIP Unit may be converted, at the election of the holder, into a Common Unit. Each Common Unit acquired upon conversion of an LTIP Unit may be converted into one Common Share of Urban Edge Properties (the "Issuer"). LTIP Units are generally not convertible without the consent of the Issuer until two years from the date of the grant. The right to convert LTIP Units into Common Units and to convert Common Units into Common Shares do not have expiration dates. F3 · derivative.exercise_date: The LTIP Units are scheduled to vest 50% on February 11, 2025 and 25% on each of February 11, 2026 and February 11, 2027, subject to continued employment through such dates and the achievement of certain performance based criteria based on the Issuer's total return to shareholders through February 11, 2025. Excludes 15,394 LTIP units granted under the 2022 LTI Plan the vesting of which is subject to conditions that are not tied solely to the market price of an equity security of the Issuer. F2 · derivative.expiration_date: Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and vesting, each LTIP Unit may be converted, at the election of the holder, into a Common Unit. Each Common Unit acquired upon conversion of an LTIP Unit may be converted into one Common Share of Urban Edge Properties (the "Issuer"). LTIP Units are generally not convertible without the consent of the Issuer until two years from the date of the grant. The right to convert LTIP Units into Common Units and to convert Common Units into Common Shares do not have expiration dates. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 21:30 UTC | Urban Edge Properties UE · Entity 4249 | GrantLTIP Units (2021 LTI Time) · Derivative | 7,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002387 · doc4.xml · derivative · entry 2 DE VITA DANIELLE · CIK 0001841672 · EVP of Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,067 Underlying: Common Shares · 7,067 shares Expires not disclosed F1 · security: Represents LTIP Units in Urban Edge Properties LP granted pursuant to the Urban Edge Properties 2021 long-term incentive plan (the "2021 LTI") under the Urban Edge Properties 2015 Omnibus Share Plan (the "Omnibus Plan"). The 2021 LTI program is comprised of LTIP Units that vest solely based on time ("2021 LTI Time") and those that vest subject to both time and performanced hurdles ("2021 LTI Perf"). F2 · derivative.exercise_price: Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and vesting, each LTIP Unit may be converted, at the election of the holder, into a Common Unit. Each Common Unit acquired upon conversion of an LTIP Unit may be converted into one Common Share of Urban Edge Properties (the "Issuer"). LTIP Units are generally not convertible without the consent of the Issuer until two years from the date of the grant. The right to convert LTIP Units into Common Units and to convert Common Units into Common Shares do not have expiration dates. F4 · derivative.exercise_date: Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and vesting, each LTIP Unit may be converted, at the election of the holder, into a Common Unit. Each Common Unit acquired upon conversion of an LTIP Unit may be converted into one Common Share of the Issuer. LTIP Units are generally not convertible without the consent of the Issuer until two years from the date of the grant. The right to convert LTIP Units into Common Units and to convert Common Units into Common Shares do not have expiration dates. The LTIP Units vest ratably over three years, subject to continued employment through each vesting date, with the initial vesting occurring on February 10, 2022. F2 · derivative.expiration_date: Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and vesting, each LTIP Unit may be converted, at the election of the holder, into a Common Unit. Each Common Unit acquired upon conversion of an LTIP Unit may be converted into one Common Share of Urban Edge Properties (the "Issuer"). LTIP Units are generally not convertible without the consent of the Issuer until two years from the date of the grant. The right to convert LTIP Units into Common Units and to convert Common Units into Common Shares do not have expiration dates. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 21:30 UTC | Urban Edge Properties UE · Entity 4249 | GrantLTIP Units (2021 LTI Perf.) · Derivative | 2,733 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002387 · doc4.xml · derivative · entry 1 DE VITA DANIELLE · CIK 0001841672 · EVP of Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,733 Underlying: Common Shares · 2,733 shares Expires not disclosed F1 · security: Represents LTIP Units in Urban Edge Properties LP granted pursuant to the Urban Edge Properties 2021 long-term incentive plan (the "2021 LTI") under the Urban Edge Properties 2015 Omnibus Share Plan (the "Omnibus Plan"). The 2021 LTI program is comprised of LTIP Units that vest solely based on time ("2021 LTI Time") and those that vest subject to both time and performanced hurdles ("2021 LTI Perf"). F2 · derivative.exercise_price: Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and vesting, each LTIP Unit may be converted, at the election of the holder, into a Common Unit. Each Common Unit acquired upon conversion of an LTIP Unit may be converted into one Common Share of Urban Edge Properties (the "Issuer"). LTIP Units are generally not convertible without the consent of the Issuer until two years from the date of the grant. The right to convert LTIP Units into Common Units and to convert Common Units into Common Shares do not have expiration dates. F3 · derivative.exercise_date: The LTIP Units are scheduled to vest 50% on February 10, 2024 and 25% on each of February 10, 2025 and February 10, 2026, subject to continued employment through such dates and the achievement of certain performance based criteria based on the Issuer's total return to shareholders through February 10, 2024. Excludes 7,500 units granted under the 2021 LTI the vesting of which is subject to conditions (other than the passage of time and continued employment) that are not tied solely to the market price of an equity security of the Issuer. The vesting conditions relate to the Issuer's total shareholder return relative to the total shareholder return of a basket of peer group companies. F2 · derivative.expiration_date: Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and vesting, each LTIP Unit may be converted, at the election of the holder, into a Common Unit. Each Common Unit acquired upon conversion of an LTIP Unit may be converted into one Common Share of Urban Edge Properties (the "Issuer"). LTIP Units are generally not convertible without the consent of the Issuer until two years from the date of the grant. The right to convert LTIP Units into Common Units and to convert Common Units into Common Shares do not have expiration dates. 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.