Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CEDAR REALTY TRUST, INC.NONE · Entity 9759 | Director · CFO and Treasurer | August 22, 2022 | August 22, 2022 |
| Wheeler Real Estate Investment Trust, Inc.WHLR · Entity 8666 | Chief Financial Officer | August 13, 2021 | August 17, 2021 |
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.
CEDAR REALTY TRUST, INC.
Report date August 22, 2022 · Filed August 22, 2022
This filing explicitly reported no securities owned.
Wheeler Real Estate Investment Trust, Inc.
Report date August 13, 2021 · Filed August 17, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,022 |
Reported balance
After 2021-08-13 transaction · row 1
1 source rowRow 1 · 2021-08-13 · Grant · Acquired 20,000 · Balance 22,022 F1: Amount represents restricted stock granted by the Issuer on August 13, 2021. Of this grant, 5,000 shares were vested immediately upon grant, and the remaining 15,000 shares are subject to vesting in three equal installments on each anniversary of the grant date (each, a "Vesting Date"), subject to both (1) Ms. Plum's continued employment through the applicable Vesting Date and (2) the average closing price per share of the Issuer's common stock over all trading days in any consecutive 20-business day period during the three-year period following the grant date (the "Performance Period") being equal to or greater than $6.25 (the "Price Target"). In the event of certain terminations of employment, Ms. Plum is eligible for pro-rated vesting, provided the Price Target is achieved during the Performance Period. |
Filing footnotes · ownership attribution and instrument terms
F1: Amount represents restricted stock granted by the Issuer on August 13, 2021. Of this grant, 5,000 shares were vested immediately upon grant, and the remaining 15,000 shares are subject to vesting in three equal installments on each anniversary of the grant date (each, a "Vesting Date"), subject to both (1) Ms. Plum's continued employment through the applicable Vesting Date and (2) the average closing price per share of the Issuer's common stock over all trading days in any consecutive 20-business day period during the three-year period following the grant date (the "Performance Period") being equal to or greater than $6.25 (the "Price Target"). In the event of certain terminations of employment, Ms. Plum is eligible for pro-rated vesting, provided the Price Target is achieved during the Performance Period.
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 |
|---|---|---|---|---|---|---|
| August 13, 2021 Filed Aug 17, 2021 08:15 UTC | Wheeler Real Estate Investment Trust, Inc. WHLR · Entity 8666 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-21-043255 · ownership.xml · nonDerivative · entry 1 Plum Crystal · CIK 0001804516 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,022 F1 · shares: Amount represents restricted stock granted by the Issuer on August 13, 2021. Of this grant, 5,000 shares were vested immediately upon grant, and the remaining 15,000 shares are subject to vesting in three equal installments on each anniversary of the grant date (each, a "Vesting Date"), subject to both (1) Ms. Plum's continued employment through the applicable Vesting Date and (2) the average closing price per share of the Issuer's common stock over all trading days in any consecutive 20-business day period during the three-year period following the grant date (the "Performance Period") being equal to or greater than $6.25 (the "Price Target"). In the event of certain terminations of employment, Ms. Plum is eligible for pro-rated vesting, provided the Price Target is achieved during the Performance 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.