Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Albertsons Companies, Inc.ACI · Entity 2116 | Director · 10% owner · See Remarks | June 30, 2020 | July 02, 2020 |
| BED BATH & BEYOND INCBBBY · Entity 117013 | Director | June 29, 2018 | July 03, 2018 |
| Safehold Inc. /MDSAFE · Entity 114798 | Director | June 07, 2022 | June 07, 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.
Albertsons Companies, Inc.
Report date June 30, 2020 · Filed July 02, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectSee footnotes | 12,515,316 |
Reported balance
After 2020-06-30 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2020-06-30 · Sale · Disposed 1,468,900 · Balance 12,515,316 F1: The reported shares of Class A common stock are owned directly by L-A V ABS, LLC ("L-A V ABS"). L-A V ABS is managed by its members, Dean S. Adler and Gerald A. Ronon, who can be removed and replaced by Lubert-Adler Real Estate Fund V, L.P. ("L-A RE Fund V"), the controlling member of L-A V ABS, with the consent of ABS Opportunities, LLC. As a result, Mr. Adler, Mr. Ronon and L-A RE Fund V may be deemed to share beneficial ownership of the reported shares. F2: The reporting person expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. |
| Class A common stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectSee footnotes | 474,065 |
Reported balance
After 2020-06-30 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2020-06-30 · Sale · Disposed 55,640 · Balance 474,065 F2: The reporting person expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. F3: The reported shares of Class A common stock are owned directly by L-A RE Fund V. L-A RE Fund V's general partner is Lubert-Adler Group V, L.P ("L-A Group V"). L-A Group V's general partner is Lubert-Adler Group V, LLC ("L-A Group V LLC"). Ira M. Lubert and Dean S. Adler are the members of L-A Group V LLC. As a result, L-A Group V, L-A Group V LLC, Mr. Lubert and Mr. Adler may be deemed to share beneficial ownership of the reported shares. |
| Class A common stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectSee footnotes | 7,280,654 |
Reported balance
After 2020-06-30 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2020-06-30 · Sale · Disposed 854,518 · Balance 7,280,654 F2: The reporting person expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. F4: The reported shares include 665,747 shares of Class A common stock sold by Lubert-Adler Real Estate Fund VI, L.P. (the "L-A RE Fund VI") and 188,771 shares of Class A common stock sold by Lubert-Adler Real Estate Fund VI-A, L.P. (the "L-A RE Fund VI-A"), and 5,672,291 shares of Class A common stock owned directly by L-A RE Fund VI and 1,608,363 shares of Class A common sock owned directly by L-A RE Fund VI-A following the reported transactions. The general partner of L-A RE Fund VI and L-A RE Fund VI-A is Lubert-Adler Group VI, L.P. ("L-A Group VI"). L-A Group VI's general partner is Lubert-Adler Group VI, LLC ("L-A Group VI LLC"). Ira M. Lubert and Dean S. Adler are the members of L-A Group VI LLC. As a result, L-A Group VI, L-A Group VI LLC, Mr. Lubert and Mr. Adler may be deemed to share beneficial ownership of the reported shares. |
| Class A common stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectSee footnotes | 4,314,996 |
Reported balance
After 2020-06-30 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2020-06-30 · Sale · Disposed 506,443 · Balance 4,314,996 F2: The reporting person expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. F5: The reported shares of Class A common stock are owned directly by Lubert-Adler Real Estate Fund VI-B, L.P. (the "L-A RE Fund VI-B"). L-A RE Fund VI-B's general partner is Lubert-Adler Group VI-B, L.P ("L-A Group VI-B"). L-A Group VI-B's general partner is Lubert-Adler Group VI-B, LLC ("L-A Group VI-B LLC"). Ira M. Lubert and Dean S. Adler are the members of L-A Group VI-B LLC. As a result, L-A Group VI-B, L-A Group VI-B LLC, Mr. Lubert and Mr. Adler may be deemed to share beneficial ownership of the reported shares. |
| Class A common stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectSee footnotes | 33,157,624 |
Reported balance
After 2020-06-30 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2020-06-30 · Sale · Disposed 3,891,650 · Balance 33,157,624 F2: The reporting person expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. F6: The reported shares of Class A common stock are owned directly by L-A Saturn Acquisition, L.P. ("L-A Saturn"). L-A Saturn's general partner is L-A Group Saturn, LLC ("L-A Group Saturn"). Ira M. Lubert and Dean S. Adler are the managers of L-A Group Saturn. As a result, L-A Group Saturn, Mr. Lubert and Mr. Adler may be deemed to share beneficial ownership of the reported shares. |
| Class A common stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectSee footnotes | 386,099 |
Reported balance
After 2020-06-30 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2020-06-30 · Sale · Disposed 45,316 · Balance 386,099 F2: The reporting person expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. F7: The reported shares of Class A common stock are owned directly by L-A Asset Management Services, L.P. ("L-A Asset Management Services"). L-A Asset Management Services' general partner is Lubert-Adler GP - West, LLC ("L-A GP - West"). Ira M. Lubert and Dean S. Adler are the members of L-A GP - West. As a result, L-A GP - West, Mr. Lubert and Mr. Adler may be deemed to share beneficial ownership of the reported shares. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported shares of Class A common stock are owned directly by L-A V ABS, LLC ("L-A V ABS"). L-A V ABS is managed by its members, Dean S. Adler and Gerald A. Ronon, who can be removed and replaced by Lubert-Adler Real Estate Fund V, L.P. ("L-A RE Fund V"), the controlling member of L-A V ABS, with the consent of ABS Opportunities, LLC. As a result, Mr. Adler, Mr. Ronon and L-A RE Fund V may be deemed to share beneficial ownership of the reported shares.
F2: The reporting person expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein.
F3: The reported shares of Class A common stock are owned directly by L-A RE Fund V. L-A RE Fund V's general partner is Lubert-Adler Group V, L.P ("L-A Group V"). L-A Group V's general partner is Lubert-Adler Group V, LLC ("L-A Group V LLC"). Ira M. Lubert and Dean S. Adler are the members of L-A Group V LLC. As a result, L-A Group V, L-A Group V LLC, Mr. Lubert and Mr. Adler may be deemed to share beneficial ownership of the reported shares.
F4: The reported shares include 665,747 shares of Class A common stock sold by Lubert-Adler Real Estate Fund VI, L.P. (the "L-A RE Fund VI") and 188,771 shares of Class A common stock sold by Lubert-Adler Real Estate Fund VI-A, L.P. (the "L-A RE Fund VI-A"), and 5,672,291 shares of Class A common stock owned directly by L-A RE Fund VI and 1,608,363 shares of Class A common sock owned directly by L-A RE Fund VI-A following the reported transactions. The general partner of L-A RE Fund VI and L-A RE Fund VI-A is Lubert-Adler Group VI, L.P. ("L-A Group VI"). L-A Group VI's general partner is Lubert-Adler Group VI, LLC ("L-A Group VI LLC"). Ira M. Lubert and Dean S. Adler are the members of L-A Group VI LLC. As a result, L-A Group VI, L-A Group VI LLC, Mr. Lubert and Mr. Adler may be deemed to share beneficial ownership of the reported shares.
F5: The reported shares of Class A common stock are owned directly by Lubert-Adler Real Estate Fund VI-B, L.P. (the "L-A RE Fund VI-B"). L-A RE Fund VI-B's general partner is Lubert-Adler Group VI-B, L.P ("L-A Group VI-B"). L-A Group VI-B's general partner is Lubert-Adler Group VI-B, LLC ("L-A Group VI-B LLC"). Ira M. Lubert and Dean S. Adler are the members of L-A Group VI-B LLC. As a result, L-A Group VI-B, L-A Group VI-B LLC, Mr. Lubert and Mr. Adler may be deemed to share beneficial ownership of the reported shares.
F6: The reported shares of Class A common stock are owned directly by L-A Saturn Acquisition, L.P. ("L-A Saturn"). L-A Saturn's general partner is L-A Group Saturn, LLC ("L-A Group Saturn"). Ira M. Lubert and Dean S. Adler are the managers of L-A Group Saturn. As a result, L-A Group Saturn, Mr. Lubert and Mr. Adler may be deemed to share beneficial ownership of the reported shares.
F7: The reported shares of Class A common stock are owned directly by L-A Asset Management Services, L.P. ("L-A Asset Management Services"). L-A Asset Management Services' general partner is Lubert-Adler GP - West, LLC ("L-A GP - West"). Ira M. Lubert and Dean S. Adler are the members of L-A GP - West. As a result, L-A GP - West, Mr. Lubert and Mr. Adler may be deemed to share beneficial ownership of the reported shares.
BED BATH & BEYOND INC
Report date June 29, 2018 · Filed July 03, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.01 par value per shareSEC Table I · non-derivative | Direct | 33,981 |
Reported balance
After 2018-06-29 transaction · row 1
1 source rowRow 1 · 2018-06-29 · Grant · Acquired 4,086 · Balance 33,981 F1: Represents an automatic grant of restricted stock under the Company's 2012 Incentive Compensation Plan valued at $81,000, issued as part of annual director compensation and approved by the Board of Directors of the Company on June 29, 2018. The number of shares was determined based on a stock price of $19.825, the average of the high and low trading prices of the Company's common stock on June 29, 2018, the date of the Company's Annual Meeting of Shareholders. The restricted stock will vest on March 2, 2019, the last day of the fiscal year of grant, provided that the director remains in office until the last day of the fiscal year. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an automatic grant of restricted stock under the Company's 2012 Incentive Compensation Plan valued at $81,000, issued as part of annual director compensation and approved by the Board of Directors of the Company on June 29, 2018. The number of shares was determined based on a stock price of $19.825, the average of the high and low trading prices of the Company's common stock on June 29, 2018, the date of the Company's Annual Meeting of Shareholders. The restricted stock will vest on March 2, 2019, the last day of the fiscal year of grant, provided that the director remains in office until the last day of the fiscal year.
Safehold Inc. /MD
Report date June 07, 2022 · Filed June 07, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectSee footnotes | 53,513 |
Reported balance
After 2022-06-07 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-06-07 · Grant · Acquired 6,500 · Balance 53,513 F1: On June 7, 2022, the Reporting Person was granted 6,500 shares of Common Stock of Safehold Inc. (NYSE: SAFE) for his services as a Director of Safehold Inc. At the Reporting Person's direction, the shares were issued directly to SFTY VII-B, LLC ("SFTY"). The shares were fully vested on the grant date. Shares owned following the reported transaction gives effect to the transfer from Mr. Adler to SFTY of shares held by Mr. Adler for SFTY's benefit. F2: The shares are held of record by SFTY. SFTY's sole member is Lubert-Adler Real Estate Fund VII-B, L.P. ("L-A RE Fund VII-B"). L-A RE Fund VII-B's general partner is Lubert-Adler Group VII-B, LLC ("L-A Group VII-B LLC"). L-A Group VII-B LLC's sole member is Lubert-Adler Group VII-B Holdings, L.P. ("L-A Holdings VII-B LP"). L-A Holdings VII-B LP's general partner is Lubert-Adler Group VII-B Holdings, LLC ("L-A Holdings VII-B LLC"). Mr. Adler is one of two members of L-A Holdings VII-B LLC. As a result, Mr. Adler may be deemed to share beneficial ownership of the reported shares. F3: Mr. Adler expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: On June 7, 2022, the Reporting Person was granted 6,500 shares of Common Stock of Safehold Inc. (NYSE: SAFE) for his services as a Director of Safehold Inc. At the Reporting Person's direction, the shares were issued directly to SFTY VII-B, LLC ("SFTY"). The shares were fully vested on the grant date. Shares owned following the reported transaction gives effect to the transfer from Mr. Adler to SFTY of shares held by Mr. Adler for SFTY's benefit.
F2: The shares are held of record by SFTY. SFTY's sole member is Lubert-Adler Real Estate Fund VII-B, L.P. ("L-A RE Fund VII-B"). L-A RE Fund VII-B's general partner is Lubert-Adler Group VII-B, LLC ("L-A Group VII-B LLC"). L-A Group VII-B LLC's sole member is Lubert-Adler Group VII-B Holdings, L.P. ("L-A Holdings VII-B LP"). L-A Holdings VII-B LP's general partner is Lubert-Adler Group VII-B Holdings, LLC ("L-A Holdings VII-B LLC"). Mr. Adler is one of two members of L-A Holdings VII-B LLC. As a result, Mr. Adler may be deemed to share beneficial ownership of the reported shares.
F3: Mr. Adler expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein.
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 |
|---|---|---|---|---|---|---|
| June 29, 2017 Filed Jun 30, 2017 17:13 UTC | BED BATH & BEYOND INC BBBY · Entity 117013 | GrantCommon Stock, $.01 par value per share | 2,674 | $30.30 | $81,028.89 |
DisclosureSEC source: 0001012975-17-000518 · edgar.xml · nonDerivative · entry 1 ADLER DEAN S · CIK 0001191821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,235 F1 · price: Represents an automatic grant of restricted stock under the Company's 2012 Incentive Compensation Plan valued at $81,000, issued as part of annual director compensation and approved by the Board of Directors of the Company on June 29, 2017. The number of shares was determined based on a stock price of $30.3025, the average of the high and low trading prices of the Company's common stock on June 29, 2017, the date of the Company's Annual Meeting of Shareholders. The restricted stock will vest on March 3, 2018, the last day of the fiscal year of grant, provided that the director remains in office until the last day of the fiscal year. Read SEC document |
| June 27, 2017 Filed Jun 29, 2017 16:00 UTC | Safehold Inc. /MD SAFE · Entity 114798 | GrantCommon Stock, par value $0.01 per share | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-017518 · doc4.xml · nonDerivative · entry 1 ADLER DEAN S · CIK 0001191821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 F1 · shares: The shares are held of record by Mr. Dean S. Adler for the benefit of Lubert-Adler Real Estate Fund VII-B, L.P. ("L-A RE Fund VII-B"), of which Mr. Adler is the member of the ultimate general partner. The shares were fully vested on the grant date. F2 · balance_after: Mr. Adler expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. F3 · balance_after: Represents shares held of record for the benefit of L-A RE Fund VII-B. Read SEC document |
| February 25, 2017 Filed Feb 28, 2017 18:16 UTC | BED BATH & BEYOND INC BBBY · Entity 117013 | GrantCommon Stock, $.01 par value per share | 2,737 | $41.11 | $112,504.39 |
DisclosureSEC source: 0001012975-17-000170 · edgar.xml · nonDerivative · entry 1 ADLER DEAN S · CIK 0001191821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,561 F1 · price: $112,500 of Mr. Adler's director fees for the fiscal year ended February 25, 2017 were paid in Common Stock of the Company pursuant to the Bed Bath & Beyond Plan to Pay Directors Fees in Stock (the "Plan") adopted by the Company. The number of shares was determined based on a price of $41.105 per share, the average of the high and low trading prices on December 23, 2016, the second business day following the announcement of the Company's financial results for its fiscal third quarter, as provided by the terms of the Plan. Read SEC document |
| January 23, 2017 Filed Jan 30, 2017 16:13 UTC | BED BATH & BEYOND INC BBBY · Entity 117013 | GiftCommon Stock, $.01 par value per share | 6,473 | $0.00 | $0.00 |
DisclosureSEC source: 0001012975-17-000067 · edgar.xml · nonDerivative · entry 1 ADLER DEAN S · CIK 0001191821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,824 Read SEC document |
| December 30, 2016 Filed Jan 6, 2017 17:33 UTC | BED BATH & BEYOND INC BBBY · Entity 117013 | GiftCommon Stock, $.01 par value per share | 4,389 | $0.00 | $0.00 |
DisclosureSEC source: 0001012975-17-000022 · edgar.xml · nonDerivative · entry 1 ADLER DEAN S · CIK 0001191821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,297 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.