Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DIGITAL REALTY TRUST, INC.DLR · Entity 2981 | PRINCIPAL ACCOUNTING OFFICER | January 01, 2023 | January 04, 2023 |
| DIGITAL REALTY TRUST, L.P.DLR · Entity 32832 | Principal Accounting Officer | May 05, 2021 | May 17, 2021 |
| Sunoco LPSUN · Entity 3373 | VP, Controller & PAO | December 16, 2019 | December 17, 2019 |
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.
DIGITAL REALTY TRUST, INC.
Report date January 01, 2023 · Filed January 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,577 |
Reported balance
After 2023-01-01 transaction · row 1
1 source rowRow 1 · 2023-01-01 · Grant · Acquired 1,495 · Balance 5,577 F1: Represents an award of Restricted Stock Units, each of which represents a contingent right to receive one share of the Issuer's common stock. The units will vest in sixteen equal quarterly installments beginning on April 1, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of Restricted Stock Units, each of which represents a contingent right to receive one share of the Issuer's common stock. The units will vest in sixteen equal quarterly installments beginning on April 1, 2023.
DIGITAL REALTY TRUST, L.P.
Report date May 05, 2021 · Filed May 17, 2021
This filing explicitly reported no securities owned.
Sunoco LP
Report date December 16, 2019 · Filed December 17, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 17,000 |
Reported balance
After 2019-12-16 transaction · row 1
1 source rowRow 1 · 2019-12-16 · Grant · Acquired 11,000 · Balance 17,000 F1: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long-Term Incentive Plan that will vest 60% on 12/5/2022 and 40% on 12/5/2024 generally contingent upon the continued employment of the reporting person on each applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long-Term Incentive Plan that will vest 60% on 12/5/2022 and 40% on 12/5/2024 generally contingent upon the continued employment of the reporting person on each applicable vesting date.
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 |
|---|---|---|---|---|---|---|
| January 01, 2023 Filed Jan 4, 2023 23:05 UTC | DIGITAL REALTY TRUST, INC. DLR · Entity 2981 | GrantCommon Stock | 1,495 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-000406 · form4-01042023_110139.xml · nonDerivative · entry 1 Harris Camilla A. · CIK 0001741270 · PRINCIPAL ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,577 F1 · shares: Represents an award of Restricted Stock Units, each of which represents a contingent right to receive one share of the Issuer's common stock. The units will vest in sixteen equal quarterly installments beginning on April 1, 2023. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 22:36 UTC | DIGITAL REALTY TRUST, INC. DLR · Entity 2981 | Tax withholdingCommon Stock | 51 | $100.27 | $5,113.77 |
DisclosureSEC source: 0001415889-23-000349 · form4-01042023_100131.xml · nonDerivative · entry 1 Harris Camilla A. · CIK 0001741270 · PRINCIPAL ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,082 Read SEC document |
| December 04, 2022 Filed Dec 6, 2022 23:17 UTC | DIGITAL REALTY TRUST, INC. DLR · Entity 2981 | Tax withholdingCommon Stock | 270 | $110.85 | $29,929.50 |
DisclosureSEC source: 0001415889-22-012138 · form4-12062022_111218.xml · nonDerivative · entry 1 Harris Camilla A. · CIK 0001741270 · PRINCIPAL ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,133 Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 22:54 UTC | DIGITAL REALTY TRUST, INC. DLR · Entity 2981 | Tax withholdingCommon Stock | 42 | $99.18 | $4,165.56 |
DisclosureSEC source: 0001415889-22-010299 · form4-10042022_031020.xml · nonDerivative · entry 1 Harris Camilla A. · CIK 0001741270 · PRINCIPAL ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,403 Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 21:35 UTC | DIGITAL REALTY TRUST, INC. DLR · Entity 2981 | Tax withholdingCommon Stock | 42 | $131.58 | $5,526.36 |
DisclosureSEC source: 0001415889-22-007382 · form4-07052022_020729.xml · nonDerivative · entry 1 Harris Camilla A. · CIK 0001741270 · PRINCIPAL ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,445 Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 23:25 UTC | DIGITAL REALTY TRUST, INC. DLR · Entity 2981 | Tax withholdingCommon Stock | 42 | $145.90 | $6,127.80 |
DisclosureSEC source: 0001415889-22-003883 · form4-04052022_040443.xml · nonDerivative · entry 1 Harris Camilla A. · CIK 0001741270 · PRINCIPAL ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,487 Read SEC document |
| January 03, 2022 Filed Jan 6, 2022 00:11 UTC | DIGITAL REALTY TRUST, INC. DLR · Entity 2981 | Tax withholdingCommon Stock | 38 | $176.87 | $6,721.06 |
DisclosureSEC source: 0001415889-22-000400 · form4-01052022_040116.xml · nonDerivative · entry 1 Harris Camilla A. · CIK 0001741270 · PRINCIPAL ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,529 Read SEC document |
| January 01, 2022 Filed Jan 5, 2022 02:09 UTC | DIGITAL REALTY TRUST, INC. DLR · Entity 2981 | GrantCommon Stock | 678 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-000297 · form4-01042022_060158.xml · nonDerivative · entry 1 Harris Camilla A. · CIK 0001741270 · PRINCIPAL ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,567 F1 · shares: Represents an award of Restricted Stock Units, each of which represents a contingent right to receive one share of the Issuer's common stock. The units will vest in sixteen equal quarterly installments beginning on April 1, 2022. The vested profits interest units have no expiration date. Read SEC document |
| December 03, 2021 Filed Dec 8, 2021 00:02 UTC | DIGITAL REALTY TRUST, INC. DLR · Entity 2981 | Tax withholdingCommon Stock | 270 | $165.28 | $44,625.60 |
DisclosureSEC source: 0001415889-21-005761 · form4-12072021_041223.xml · nonDerivative · entry 1 Harris Camilla A. · CIK 0001741270 · PRINCIPAL ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,889 Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 23:35 UTC | DIGITAL REALTY TRUST, INC. DLR · Entity 2981 | Tax withholdingCommon Stock | 31 | $145.06 | $4,496.86 |
DisclosureSEC source: 0001415889-21-004763 · form4-10052021_041027.xml · nonDerivative · entry 1 Harris Camilla A. · CIK 0001741270 · PRINCIPAL ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,159 Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 21:54 UTC | DIGITAL REALTY TRUST, INC. DLR · Entity 2981 | Tax withholdingCommon Stock | 31 | $149.84 | $4,645.04 |
DisclosureSEC source: 0001415889-21-003518 · form4-07062021_020703.xml · nonDerivative · entry 1 Harris Camilla A. · CIK 0001741270 · PRINCIPAL ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,190 Read SEC document |
| December 16, 2019 Filed Dec 17, 2019 22:37 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 11,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-060938 · doc4.xml · nonDerivative · entry 1 Harris Camilla A. · CIK 0001741270 · VP, Controller & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,000 F1 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long-Term Incentive Plan that will vest 60% on 12/5/2022 and 40% on 12/5/2024 generally contingent upon the continued employment of the reporting person on each applicable vesting date. Read SEC document |
| December 19, 2018 Filed Dec 20, 2018 23:01 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-063733 · doc4.xml · nonDerivative · entry 1 Harris Camilla A. · CIK 0001741270 · VP, Controller & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 F1 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long-Term Incentive Plan that will vest 60% on 12/5/2021 and 40% on 12/5/2023 generally contingent upon the continued employment of the reporting person on each applicable vesting date. 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.