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 | 600 |
Reported balance
After 2022-07-15 transaction · row 1
1 source rowRow 1 · 2022-07-15 · Grant · Acquired 600 · Balance 600 F1: On July 15, 2022, Mr. D'Aguilar 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. D'Aguilar 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 in August, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: On July 15, 2022, Mr. D'Aguilar 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. D'Aguilar 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 in August, 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 14:40 UTC | Power REIT PW · Entity 8465 | GrantStock Option (right to purchase) · Derivative | 10,000 | $0.00 Strike: $13.44 | $0.00 |
DisclosureSEC source: 0001493152-22-019794 · ownership.xml · derivative · entry 2 D'Aguilar Dionisio · CIK 0001924041 · 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. D'Aguilar 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 in August, 2022. F2 · derivative.exercise_date: On July 15, 2022 Mr. D'Aguilar 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 in August, 2022. Read SEC document |
| July 15, 2022 Filed Jul 19, 2022 14:40 UTC | Power REIT PW · Entity 8465 | GrantCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-22-019794 · ownership.xml · nonDerivative · entry 1 D'Aguilar Dionisio · CIK 0001924041 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600 F1 · shares: On July 15, 2022, Mr. D'Aguilar 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.