Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Power REITPW · Entity 8465 | Director | July 15, 2022 | July 19, 2022 |
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.
Power REIT
Report date July 15, 2022 · Filed July 19, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,147 |
Reported balance
After 2022-07-15 transaction · row 1
1 source rowRow 1 · 2022-07-15 · Grant · Acquired 600 · Balance 7,147 F1: On July 15, 2022, Mr. Susman was granted 600 shares of restricted common stock as compensation pursuant to the Power REIT 2020 Equity Incentive Plan which vests in equal 25% installments on each of 9/30/22, 12/31/22, 3/31/23 and 6/30/23. |
| Stock Option (right to purchase)SEC Table II · derivative / convertible security · Conversion / exercise price $13.44 · Expires 2032-07-15 | Direct | 10,000 |
Reported balance
After 2022-07-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-07-15 · Grant · Acquired 10,000 · Balance 10,000 F2: On July 15, 2022 Mr. Susman was granted an option to purchase 10,000 shares of common stock as compensation pursuant to Power REIT 2020 Equity Incentive Plan which vests monthly pro rata over 36 months starting on August 1, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: On July 15, 2022, Mr. Susman was granted 600 shares of restricted common stock as compensation pursuant to the Power REIT 2020 Equity Incentive Plan which vests in equal 25% installments on each of 9/30/22, 12/31/22, 3/31/23 and 6/30/23.
F2: On July 15, 2022 Mr. Susman was granted an option to purchase 10,000 shares of common stock as compensation pursuant to Power REIT 2020 Equity Incentive Plan which vests monthly pro rata over 36 months starting on August 1, 2022.
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 |
|---|---|---|---|---|---|---|
| July 15, 2022 Filed Jul 19, 2022 14:48 UTC | Power REIT PW · Entity 8465 | GrantStock Option (right to purchase) · Derivative | 10,000 | $0.00 Strike: $13.44 | $0.00 |
DisclosureSEC source: 0001493152-22-019800 · ownership.xml · derivative · entry 2 Susman William · CIK 0001522258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2032-07-15 F2 · shares: On July 15, 2022 Mr. Susman was granted an option to purchase 10,000 shares of common stock as compensation pursuant to Power REIT 2020 Equity Incentive Plan which vests monthly pro rata over 36 months starting on August 1, 2022. F2 · derivative.exercise_date: On July 15, 2022 Mr. Susman was granted an option to purchase 10,000 shares of common stock as compensation pursuant to Power REIT 2020 Equity Incentive Plan which vests monthly pro rata over 36 months starting on August 1, 2022. Read SEC document |
| July 15, 2022 Filed Jul 19, 2022 14:48 UTC | Power REIT PW · Entity 8465 | GrantCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-22-019800 · ownership.xml · nonDerivative · entry 1 Susman William · CIK 0001522258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,147 F1 · shares: On July 15, 2022, Mr. Susman was granted 600 shares of restricted common stock as compensation pursuant to the Power REIT 2020 Equity Incentive Plan which vests in equal 25% installments on each of 9/30/22, 12/31/22, 3/31/23 and 6/30/23. Read SEC document |
| December 31, 2021 Filed Jan 3, 2022 17:00 UTC | Power REIT PW · Entity 8465 | OtherCommon Stock | 847 | $67.51 | $57,180.97 |
DisclosureSEC source: 0001493152-22-000130 · ownership.xml · nonDerivative · entry 1 Susman William · CIK 0001522258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,547 F1 · kind: Represents issuance of shares related to the exercise of options net of contribution of options to cover the exercise price and tax withholding. Read SEC document |
| May 12, 2021 Filed May 14, 2021 20:35 UTC | Power REIT PW · Entity 8465 | GrantCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-21-011607 · ownership.xml · nonDerivative · entry 1 Susman William · CIK 0001522258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,700 F1 · price: On May 12, 2021, Mr. Susman was granted 600 shares pursuant to Power REIT's 2020 Equity Incentive Plan which vests in equal 25% installments on each of 9/30/21, 12/31/21, 3/31/22 and 6/30/22. Read SEC document |
| July 28, 2020 Filed Jul 31, 2020 13:04 UTC | Power REIT PW · Entity 8465 | PurchaseCommon Stock | 700 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-20-014295 · ownership.xml · nonDerivative · entry 1 Susman William · CIK 0001522258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,100 F1 · price: On 7/28/20 Mr. Susman was granted 700 shares as compensation which vests 25% on 9/30/20, 12/31/20, 3/31/21 and 6/30/21. F2 · balance_after: After giving effect to the reported transaction(s), Mr. Susman has beneficial ownership of 7,100 shares including a non-qualified option to acquire 2,000 shares of common stock that was granted on 8/13/12 and has a 10 year term. Read SEC document |
| June 28, 2019 Filed Jul 1, 2019 06:15 UTC | Power REIT PW · Entity 8465 | PurchaseCommon Stock | 700 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-19-009945 · ownership.xml · nonDerivative · entry 1 Susman William · CIK 0001522258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,400 F1 · price: On 6/28/19 Mr. Susman was granted 700 shares as compensation which vests 25% on 6/30/19, 9/30/19, 12/31/19 and 3/31/20. F2 · balance_after: After giving effect to the reported transaction(s), Mr. Susman has beneficial ownership of 6,400 shares including a non-qualified option to acquire 2,000 shares of common stock that was granted on 8/13/12 and has a 10 year term. Read SEC document |
| September 30, 2018 Filed Oct 2, 2018 16:00 UTC | Power REIT PW · Entity 8465 | PurchaseCommon Stock | 700 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-18-013990 · ownership.xml · nonDerivative · entry 1 Susman William · CIK 0001522258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,700 F1 · price: On 9/30/18 Mr. Susman was granted 700 shares as compensation which vests 50% on 9/30/18 and 25% each on 12/31/18 and 3/31/19. F2 · balance_after: After giving effect to the reported transaction(s), Mr. Susman has beneficial ownership of 5,700 shares including a non-qualified option to acquire 2,000 shares of common stock that was granted on 8/13/12 and has a 10 year term. Read SEC document |
| May 31, 2017 Filed Jun 1, 2017 09:07 UTC | Power REIT PW · Entity 8465 | PurchaseCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-17-006058 · form4.xml · nonDerivative · entry 1 Susman William · CIK 0001522258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,600 F1 · price: On 5/31/17 Mr. Susman was granted 600 shares as compensation which vests 25% on each of 6/30/17, 9/30/17, 12/31/17 and 3/31/18. F2 · balance_after: After giving effect to the reported transaction(s), Mr. Susman has beneficial ownership of 4,600 shares including a non-qualified option to acquire 2,000 shares of common stock that was granted on 8/13/12 and has a 10 year term. Read SEC document |
| August 13, 2012 Filed May 28, 2021 16:02 UTC Amendment | Power REIT PW · Entity 8465 | GrantStock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $7.96 | $0.00 |
DisclosureSEC source: 0001493152-21-013207 · ownership.xml · derivative · entry 2 Susman William · CIK 0001522258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · 2,000 shares Expires 2022-08-12 F1 · security: The reporting person was granted a non-qualified stock option to acquire 2,000 shares of common stock (the "Option") on August 13, 2012 pursuant to the Trust's 2012 Equity Incentive Plan. The Option award vests in three-equal annual installments beginning with the first anniversary of the respective grants. The Options have a 10-year term and a strike price of $7.96, which is the price equal to the closing price of the common stock on August 13, 2012. F2 · security: The reporting person is filing this Form 4/A to correct the Form 4 filed by the reporting person on August 15, 2012 for transactions that took place on August 13, 2012 (the "Original Form 4"), which disclosed the granting of such stock options in Table I rather than Table II. Subsequently to the filing of the Original Form 4, the reporting person also included the unexercised stock options in the total amount of shares owned by the reporting person in subsequently filed Form 4s. Additionally, the Original Form 4 included shares in column 5 of Table I that were owned directly and indirectly by the reporting person, which has also been corrected. 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.