Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Presidio Property Trust, Inc.SQFT,SQFTP · Entity 8487 | Director | January 03, 2023 | January 04, 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.
Presidio Property Trust, Inc.
Report date January 03, 2023 · Filed January 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock - Series ASEC Table I · non-derivative | Direct | 70,930 |
Reported balance
After 2023-01-03 transaction · row 1
1 source rowRow 1 · 2023-01-03 · Grant · Acquired 8,117 · Balance 70,930 F1: Restricted shares granted pursuant to the Company's 2017 Incentive Award Plan. These shares vest evenly over a three (3) year period at the end of each calendar year. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted shares granted pursuant to the Company's 2017 Incentive Award Plan. These shares vest evenly over a three (3) year period at the end of each calendar year.
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 03, 2023 Filed Jan 4, 2023 22:42 UTC | Presidio Property Trust, Inc. SQFT,SQFTP · Entity 8487 | GrantCommon Stock - Series A | 8,117 | $1.03 | $8,360.51 |
DisclosureSEC source: 0001209191-23-001252 · doc4.xml · nonDerivative · entry 1 Rollings Sumner James · CIK 0001437209 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,930 F1 · shares: Restricted shares granted pursuant to the Company's 2017 Incentive Award Plan. These shares vest evenly over a three (3) year period at the end of each calendar year. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 22:05 UTC | Presidio Property Trust, Inc. SQFT · Entity 8487 | GrantCOMMON STOCK - SERIES A | 8,117 | $3.81 | $30,925.77 |
DisclosureSEC source: 0001209191-22-001787 · doc4.xml · nonDerivative · entry 1 Rollings Sumner James · CIK 0001437209 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,813 Read SEC document |
| December 03, 2021 Filed Dec 6, 2021 22:57 UTC | Presidio Property Trust, Inc. SQFT · Entity 8487 | GrantCOMMON STOCK - SERIES A | 5,252 | $3.81 | $20,010.12 |
DisclosureSEC source: 0001209191-21-068164 · doc4.xml · nonDerivative · entry 1 Rollings Sumner James · CIK 0001437209 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,696 Read SEC document |
| August 13, 2021 Filed Aug 16, 2021 22:40 UTC | Presidio Property Trust, Inc. SQFT · Entity 8487 | GrantCOMMON STOCK - SERIES A | 4,650 | $3.69 | $17,158.50 |
DisclosureSEC source: 0001209191-21-051685 · doc4.xml · nonDerivative · entry 1 Rollings Sumner James · CIK 0001437209 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,444 Read SEC document |
| May 14, 2021 Filed May 17, 2021 15:56 UTC | Presidio Property Trust, Inc. SQFT · Entity 8487 | GrantCOMMON STOCK - SERIES A | 1,171 | $3.42 | $4,004.82 |
DisclosureSEC source: 0001209191-21-033063 · doc4.xml · nonDerivative · entry 1 Rollings Sumner James · CIK 0001437209 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,324 F1 · shares: Restricted shares granted pursuant to the Non-Employee Director Equity Compensation Plan under the Company's 2017 Incentive Award Plan. These shares vest annually in three (3) equal installments, beginning on 12/31/2021. F2 · price: Reflects closing price of SQFT on the date of grant. F3 · balance_after: Reflects effect of 1-for-2 reverse stock split, effective July 29, 2020. Read SEC document |
| January 04, 2021 Filed Jan 5, 2021 21:16 UTC | Presidio Property Trust, Inc. SQFT · Entity 8487 | GrantCOMMON STOCK - SERIES A | 8,117 | $4.13 | $33,523.21 |
DisclosureSEC source: 0001209191-21-001012 · doc4.xml · nonDerivative · entry 1 Rollings Sumner James · CIK 0001437209 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,153 F1 · shares: Restricted shares granted pursuant to the Non-Employee Director Equity Compensation Plan under the Company's 2017 Incentive Award Plan. These shares vest annually in three (3) equal installments, beginning on 12/31/2021. F2 · price: Reflects closing price of SQFT on the date of grant. F3 · balance_after: Reflects effect of 1-for-2 reverse stock split, effective July 29, 2020. Read SEC document |
| January 02, 2020 Filed Jan 2, 2020 12:00 UTC | Presidio Property Trust, Inc. NONE · Entity 8487 | GrantCOMMON STOCK - SERIES A | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-000029 · doc4.xml · nonDerivative · entry 1 Rollings Sumner James · CIK 0001437209 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,071 F1 · shares: Restricted shares granted pursuant to the Non-Employee Director Equity Compensation Plan under the Company's 2017 Incentive Award Plan. These shares vest annually in three (3) equal installments, beginning on 12/31/2020. F1 · price: Restricted shares granted pursuant to the Non-Employee Director Equity Compensation Plan under the Company's 2017 Incentive Award Plan. These shares vest annually in three (3) equal installments, beginning on 12/31/2020. F2 · balance_after: The amount reported reflects 1,313 additional shares to correct discrepancies between amounts previously reported and current records. Read SEC document |
| January 01, 2019 Filed Jan 4, 2019 00:00 UTC | Presidio Property Trust, Inc. NONE · Entity 8487 | GrantCommon Stock - Series A | 6,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-001374 · doc4.xml · nonDerivative · entry 1 Rollings Sumner James · CIK 0001437209 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,758 F1 · shares: Shares granted pursuant to the Company's 2017 Incentive Award Plan and vest annually in three (3) equal installments. F1 · price: Shares granted pursuant to the Company's 2017 Incentive Award Plan and vest annually in three (3) equal installments. Read SEC document |
| January 03, 2017 Filed Jan 3, 2017 23:22 UTC | Presidio Property Trust, Inc. NONE · Entity 8487 | GrantCommon Series A | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000436 · doc4.xml · nonDerivative · entry 1 Rollings Sumner James · CIK 0001437209 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,508.213 F1 · price: Restricted Stock granted pursuant to Director and Officer Compensation Plan and subject to a three-year vesting period. 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.