Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LXP Industrial TrustLXP · Entity 4120 | Former Executive Vice Pres. | May 31, 2022 | June 01, 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.
LXP Industrial Trust
Report date May 31, 2022 · Filed June 01, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 288,770 |
Ending reported balance
After 2022-05-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-05-31 · Disposition to issuer · Disposed 25,573 · Balance 390,390 F1: Forfeiture of shares underlying time-based awards upon voluntary resignation. Row 2 · 2022-05-31 · Disposition to issuer · Disposed 101,620 · Balance 288,770 F2: Forfeiture of shares underlying performance-based awards upon voluntary resignation. |
| Common SharesSEC Table I · non-derivative | IndirectCustodian for child | 20 |
Reported balance
Holding disclosure · report date 2022-05-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 20 F3: Reporting person disclaims ownership of the reported securities except to the extent of her pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Forfeiture of shares underlying time-based awards upon voluntary resignation.
F2: Forfeiture of shares underlying performance-based awards upon voluntary resignation.
F3: Reporting person disclaims ownership of the reported securities except to the extent of her 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 |
|---|---|---|---|---|---|---|
| May 31, 2022 Filed Jun 1, 2022 21:00 UTC | LXP Industrial Trust LXP · Entity 4120 | Disposition to issuerCommon Shares | 101,620 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-012014 · doc1.xml · nonDerivative · entry 2 Johnson Lara Sweeney · CIK 0001139237 · Former Executive Vice Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,770 F2 · price: Forfeiture of shares underlying performance-based awards upon voluntary resignation. Read SEC document |
| May 31, 2022 Filed Jun 1, 2022 21:00 UTC | LXP Industrial Trust LXP · Entity 4120 | Disposition to issuerCommon Shares | 25,573 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-012014 · doc1.xml · nonDerivative · entry 1 Johnson Lara Sweeney · CIK 0001139237 · Former Executive Vice Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 390,390 F1 · price: Forfeiture of shares underlying time-based awards upon voluntary resignation. Read SEC document |
| January 24, 2022 Filed Jan 25, 2022 22:29 UTC | LXP Industrial Trust LXP · Entity 4120 | Tax withholdingCommon Shares | 3,490 | $14.15 | $49,383.50 |
DisclosureSEC source: 0001567619-22-001724 · doc1.xml · nonDerivative · entry 1 Johnson Lara Sweeney · CIK 0001139237 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 415,963 F1 · kind: Shares automatically withheld to satisfy payroll taxes for vesting on non-vested common shares. Read SEC document |
| January 06, 2022 Filed Jan 6, 2022 22:54 UTC | LXP Industrial Trust LXP · Entity 4120 | GrantCommon Shares | 49,383 | $14.58 | $720,004.14 |
DisclosureSEC source: 0001567619-22-000804 · doc1.xml · nonDerivative · entry 4 Johnson Lara Sweeney · CIK 0001139237 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 419,453 F3 · kind: Shares vest based on performance after a three-year period. Read SEC document |
| January 06, 2022 Filed Jan 6, 2022 22:54 UTC | LXP Industrial Trust LXP · Entity 4120 | GrantCommon Shares | 16,470 | $14.58 | $240,132.60 |
DisclosureSEC source: 0001567619-22-000804 · doc1.xml · nonDerivative · entry 3 Johnson Lara Sweeney · CIK 0001139237 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 370,070 F2 · kind: Shares vest ratably over three-year period. Read SEC document |
| January 05, 2022 Filed Jan 6, 2022 22:54 UTC | LXP Industrial Trust LXP · Entity 4120 | Tax withholdingCommon Shares | 11,863 | $15.46 | $183,401.98 |
DisclosureSEC source: 0001567619-22-000804 · doc1.xml · nonDerivative · entry 2 Johnson Lara Sweeney · CIK 0001139237 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 353,600 F1 · kind: Shares automatically withheld to satisfy payroll taxes for vesting on non-vested common shares. Read SEC document |
| January 04, 2022 Filed Jan 6, 2022 22:54 UTC | LXP Industrial Trust LXP · Entity 4120 | Tax withholdingCommon Shares | 3,648 | $15.62 | $56,981.76 |
DisclosureSEC source: 0001567619-22-000804 · doc1.xml · nonDerivative · entry 1 Johnson Lara Sweeney · CIK 0001139237 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 365,463 F1 · kind: Shares automatically withheld to satisfy payroll taxes for vesting on non-vested common shares. Read SEC document |
| December 02, 2021 Filed Dec 6, 2021 22:29 UTC | LXP Industrial Trust LXP · Entity 4120 | Tax withholdingCommon Shares | 3,490 | $14.85 | $51,826.50 |
DisclosureSEC source: 0001567619-21-021669 · doc1.xml · nonDerivative · entry 1 Johnson Lara Sweeney · CIK 0001139237 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 369,111 F1 · kind: Shares automatically withheld to satisfy payroll taxes for vesting on non-vested common shares. Read SEC document |
| January 15, 2021 Filed Jan 19, 2021 23:07 UTC | LXP Industrial Trust LXP · Entity 4120 | Tax withholdingCommon Shares | 6,981 | $10.24 | $71,485.44 |
DisclosureSEC source: 0001567619-21-001188 · doc1.xml · nonDerivative · entry 1 Johnson Lara Sweeney · CIK 0001139237 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 372,601 F1 · kind: Shares automatically withheld to satisfy payroll taxes for vesting on non-vested common shares. Read SEC document |
| January 05, 2021 Filed Jan 7, 2021 01:03 UTC | LXP Industrial Trust LXP · Entity 4120 | GrantCommon Shares | 29,616 | $10.13 | $300,010.08 |
DisclosureSEC source: 0001567619-21-000685 · doc1.xml · nonDerivative · entry 4 Johnson Lara Sweeney · CIK 0001139237 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 379,582 F3 · kind: Shares vest based on performance after a three-year period. Read SEC document |
| January 05, 2021 Filed Jan 7, 2021 01:03 UTC | LXP Industrial Trust LXP · Entity 4120 | GrantCommon Shares | 9,880 | $10.13 | $100,084.40 |
DisclosureSEC source: 0001567619-21-000685 · doc1.xml · nonDerivative · entry 3 Johnson Lara Sweeney · CIK 0001139237 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 349,966 F2 · kind: Shares vest ratably over three-year period. Read SEC document |
| January 05, 2021 Filed Jan 7, 2021 01:03 UTC | LXP Industrial Trust LXP · Entity 4120 | Tax withholdingCommon Shares | 11,998 | $10.13 | $121,539.74 |
DisclosureSEC source: 0001567619-21-000685 · doc1.xml · nonDerivative · entry 2 Johnson Lara Sweeney · CIK 0001139237 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 340,086 F1 · kind: Shares automatically withheld to satisfy payroll taxes for vesting on non-vested common shares. Read SEC document |
| January 04, 2021 Filed Jan 7, 2021 01:03 UTC | LXP Industrial Trust LXP · Entity 4120 | Tax withholdingCommon Shares | 4,017 | $10.62 | $42,660.54 |
DisclosureSEC source: 0001567619-21-000685 · doc1.xml · nonDerivative · entry 1 Johnson Lara Sweeney · CIK 0001139237 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352,084 F1 · kind: Shares automatically withheld to satisfy payroll taxes for vesting on non-vested common shares. Read SEC document |
| January 15, 2020 Filed Jan 15, 2020 21:29 UTC | LXP Industrial Trust LXP · Entity 4120 | Tax withholdingCommon Shares | 4,731 | $10.66 | $50,432.46 |
DisclosureSEC source: 0001567619-20-001097 · doc1.xml · nonDerivative · entry 1 Johnson Lara Sweeney · CIK 0001139237 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 356,101 F1 · kind: Shares automatically withheld to satisfy payroll taxes for vesting on non-vested common shares. Read SEC document |
| January 07, 2020 Filed Jan 8, 2020 21:30 UTC | LXP Industrial Trust LXP · Entity 4120 | GrantCommon Shares | 22,621 | $10.61 | $240,008.81 |
DisclosureSEC source: 0001567619-20-000781 · doc1.xml · nonDerivative · entry 4 Johnson Lara Sweeney · CIK 0001139237 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 360,832 F4 · shares: Shares will vest within 30 days of 12/31/2022 based upon achieving certain performance conditions. Shares have no dividend rights until vested. Read SEC document |
| January 07, 2020 Filed Jan 8, 2020 21:30 UTC | LXP Industrial Trust LXP · Entity 4120 | GrantCommon Shares | 7,550 | $10.61 | $80,105.50 |
DisclosureSEC source: 0001567619-20-000781 · doc1.xml · nonDerivative · entry 3 Johnson Lara Sweeney · CIK 0001139237 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 338,211 F3 · shares: Shares will vest one-third on each of January 1, 2021, 2022 and 2023. Read SEC document |
| January 06, 2020 Filed Jan 8, 2020 21:30 UTC | LXP Industrial Trust LXP · Entity 4120 | Disposition to issuerCommon Shares | 24,430 | $10.74 | $262,378.20 |
DisclosureSEC source: 0001567619-20-000781 · doc1.xml · nonDerivative · entry 2 Johnson Lara Sweeney · CIK 0001139237 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 330,661 F2 · kind: Forfeiture of non-vested common shares granted in January 2017 due to failure to meet certain performance conditions. Read SEC document |
| January 06, 2020 Filed Jan 8, 2020 21:30 UTC | LXP Industrial Trust LXP · Entity 4120 | Tax withholdingCommon Shares | 2,859 | $10.74 | $30,705.66 |
DisclosureSEC source: 0001567619-20-000781 · doc1.xml · nonDerivative · entry 1 Johnson Lara Sweeney · CIK 0001139237 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355,091 F1 · kind: Shares automatically withheld to satisfy payroll taxes for vesting on non-vested common shares. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 21:47 UTC | LXP Industrial Trust LXP · Entity 4120 | Tax withholdingCommon Shares | 4,463 | $10.62 | $47,397.06 |
DisclosureSEC source: 0001567619-20-000569 · doc1.xml · nonDerivative · entry 1 Johnson Lara Sweeney · CIK 0001139237 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 357,950 F1 · kind: Shares automatically withheld to satisfy payroll taxes for vesting on non-vested common shares. Read SEC document |
| November 26, 2019 Filed Nov 26, 2019 22:08 UTC | LXP Industrial Trust LXP · Entity 4120 | SaleCommon Shares | 8,271 | $11.12 | $91,976.00 |
DisclosureSEC source: 0001567619-19-022287 · doc1.xml · nonDerivative · entry 2 Johnson Lara Sweeney · CIK 0001139237 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 362,413 Read SEC document |
| November 26, 2019 Filed Nov 26, 2019 22:08 UTC | LXP Industrial Trust LXP · Entity 4120 | SaleCommon Shares | 20,000 | $11.12 | $222,400.00 |
DisclosureSEC source: 0001567619-19-022287 · doc1.xml · nonDerivative · entry 1 Johnson Lara Sweeney · CIK 0001139237 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 370,684 Read SEC document |
| August 29, 2019 Filed Sep 3, 2019 20:11 UTC | LXP Industrial Trust LXP · Entity 4120 | Exercise / conversion2010 Non-qualified Share Option · Derivative | 19,000 | $0.00 Strike: $6.39 | $0.00 |
DisclosureSEC source: 0001567619-19-017779 · doc1.xml · derivative · entry 9 Johnson Lara Sweeney · CIK 0001139237 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 19,000 shares Expires 2019-12-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Vested and became exercisable ratably over first five anniversaries of grant date. Read SEC document |
| August 29, 2019 Filed Sep 3, 2019 20:11 UTC | LXP Industrial Trust LXP · Entity 4120 | Exercise / conversionDecember 2010 Non-qualified Share Option · Derivative | 38,000 | $0.00 Strike: $7.95 | $0.00 |
DisclosureSEC source: 0001567619-19-017779 · doc1.xml · derivative · entry 8 Johnson Lara Sweeney · CIK 0001139237 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 38,000 shares Expires 2020-12-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Vested and became exercisable ratably over first five anniversaries of grant date. Read SEC document |
| August 29, 2019 Filed Sep 3, 2019 20:11 UTC | LXP Industrial Trust LXP · Entity 4120 | Tax withholdingCommon Shares | 3,383 | $10.35 | $35,014.05 |
DisclosureSEC source: 0001567619-19-017779 · doc1.xml · nonDerivative · entry 6 Johnson Lara Sweeney · CIK 0001139237 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 390,684 F2 · kind: Payment of tax liability by withholding securities incident to exercise of options issued in accordance with Rule 16b-3. Read SEC document |
| August 29, 2019 Filed Sep 3, 2019 20:11 UTC | LXP Industrial Trust LXP · Entity 4120 | Tax withholdingCommon Shares | 11,730 | $10.35 | $121,405.50 |
DisclosureSEC source: 0001567619-19-017779 · doc1.xml · nonDerivative · entry 5 Johnson Lara Sweeney · CIK 0001139237 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 394,067 F1 · kind: Payment of option exercise price by withholding securities incident to exercise of options issued in accordance with Rule 16b-3. Read SEC document |
| August 29, 2019 Filed Sep 3, 2019 20:11 UTC | LXP Industrial Trust LXP · Entity 4120 | Exercise / conversionCommon Shares | 19,000 | $6.39 | $121,410.00 |
DisclosureSEC source: 0001567619-19-017779 · doc1.xml · nonDerivative · entry 4 Johnson Lara Sweeney · CIK 0001139237 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 405,797 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 29, 2019 Filed Sep 3, 2019 20:11 UTC | LXP Industrial Trust LXP · Entity 4120 | Tax withholdingCommon Shares | 4,101 | $10.35 | $42,445.35 |
DisclosureSEC source: 0001567619-19-017779 · doc1.xml · nonDerivative · entry 3 Johnson Lara Sweeney · CIK 0001139237 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 386,797 F2 · kind: Payment of tax liability by withholding securities incident to exercise of options issued in accordance with Rule 16b-3. Read SEC document |
| August 29, 2019 Filed Sep 3, 2019 20:11 UTC | LXP Industrial Trust LXP · Entity 4120 | Tax withholdingCommon Shares | 29,188 | $10.35 | $302,095.80 |
DisclosureSEC source: 0001567619-19-017779 · doc1.xml · nonDerivative · entry 2 Johnson Lara Sweeney · CIK 0001139237 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 390,898 F1 · kind: Payment of option exercise price by withholding securities incident to exercise of options issued in accordance with Rule 16b-3. Read SEC document |
| August 29, 2019 Filed Sep 3, 2019 20:11 UTC | LXP Industrial Trust LXP · Entity 4120 | Exercise / conversionCommon Shares | 38,000 | $7.95 | $302,100.00 |
DisclosureSEC source: 0001567619-19-017779 · doc1.xml · nonDerivative · entry 1 Johnson Lara Sweeney · CIK 0001139237 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 420,086 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 18, 2019 Filed Jan 18, 2019 20:32 UTC | LXP Industrial Trust LXP · Entity 4120 | Tax withholdingCommon Shares | 5,315 | $8.77 | $46,612.55 |
DisclosureSEC source: 0001567619-19-001365 · doc1.xml · nonDerivative · entry 1 Johnson Lara Sweeney · CIK 0001139237 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 382,086 F1 · kind: Shares automatically withheld to satisfy payroll taxes for vesting on non-vested common shares. Read SEC document |
| January 08, 2019 Filed Jan 9, 2019 22:28 UTC | LXP Industrial Trust LXP · Entity 4120 | Disposition to issuerCommon Shares | 6,499 | $8.09 | $52,576.91 |
DisclosureSEC source: 0001567619-19-000908 · doc1.xml · nonDerivative · entry 2 Johnson Lara Sweeney · CIK 0001139237 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 387,401 F2 · kind: Forfeiture of non-vested common shares granted in January 2016 due to failure to meet certain performance conditions. Read SEC document |
| January 08, 2019 Filed Jan 9, 2019 22:28 UTC | LXP Industrial Trust LXP · Entity 4120 | Tax withholdingCommon Shares | 15,406 | $8.09 | $124,634.54 |
DisclosureSEC source: 0001567619-19-000908 · doc1.xml · nonDerivative · entry 1 Johnson Lara Sweeney · CIK 0001139237 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 393,900 F1 · kind: Shares automatically withheld to satisfy payroll taxes for vesting on non-vested common shares. Read SEC document |
| January 04, 2019 Filed Jan 7, 2019 22:13 UTC | LXP Industrial Trust LXP · Entity 4120 | Tax withholdingCommon Shares | 4,362 | $8.21 | $35,812.02 |
DisclosureSEC source: 0001567619-19-000724 · doc1.xml · nonDerivative · entry 3 Johnson Lara Sweeney · CIK 0001139237 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 409,306 F3 · kind: Shares automatically withheld to satisfy payroll taxes for vesting on non-vested common shares. Read SEC document |
| January 03, 2019 Filed Jan 7, 2019 22:13 UTC | LXP Industrial Trust LXP · Entity 4120 | GrantCommon Shares | 12,570 | $8.12 | $102,068.40 |
DisclosureSEC source: 0001567619-19-000724 · doc1.xml · nonDerivative · entry 2 Johnson Lara Sweeney · CIK 0001139237 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 413,668 F2 · shares: Shares will vest one-third on each of January 1, 2020, 2021, and 2023. Read SEC document |
| January 03, 2019 Filed Jan 7, 2019 22:13 UTC | LXP Industrial Trust LXP · Entity 4120 | GrantCommon Shares | 37,685 | $8.12 | $306,002.20 |
DisclosureSEC source: 0001567619-19-000724 · doc1.xml · nonDerivative · entry 1 Johnson Lara Sweeney · CIK 0001139237 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 401,098 F1 · shares: Shares will vest within 30 days of 12/31/2021 based upon achieving certain performance conditions. Shares have no dividend rights until vested. 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.