Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| InPoint Commercial Real Estate Income, Inc.n/a · Entity 9020 | Director · CEO | March 02, 2020 | March 04, 2020 |
| Inland Residential Properties Trust, Inc.n/a · Entity 162156 | Director · Director, President & CEO | April 28, 2017 | May 01, 2017 |
| Seritage Growth PropertiesSRG · Entity 9015 | Director | April 26, 2022 | May 06, 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.
InPoint Commercial Real Estate Income, Inc.
Report date March 02, 2020 · Filed March 04, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class I Common StockSEC Table I · non-derivative | IndirectBy IRA | 450.716 |
Reported balance
After 2020-03-02 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2020-03-02 · Purchase · Acquired 450.716 · Balance 450.716 F1: Shares held by First Trust Retirement Custodian Mitchell A. Sabshon IRA. |
| Class P Common StockSEC Table I · non-derivative | IndirectBy IRA | 10,097.233 |
Reported balance
Holding disclosure · report date 2020-03-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 10,097.233 F2: Shares held by First Trust Retirement Custodian FBO Mitchell A. Sabshon IRA. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares held by First Trust Retirement Custodian Mitchell A. Sabshon IRA.
F2: Shares held by First Trust Retirement Custodian FBO Mitchell A. Sabshon IRA.
Inland Residential Properties Trust, Inc.
Report date April 28, 2017 · Filed May 01, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Inland Residential Properties Trust, Inc.SEC Table I · non-derivative | Direct | 438.404 |
Reported balance
After 2017-04-28 transaction · row 1
1 source rowRow 1 · 2017-04-28 · Purchase · Acquired 438.404 · Balance 438.404 |
Seritage Growth Properties
Report date April 26, 2022 · Filed May 06, 2022
This filing explicitly reported no securities owned.
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 |
|---|---|---|---|---|---|---|
| March 02, 2020 Filed Mar 4, 2020 22:22 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass I Common Stock | 450.716 | $25.07 | $11,299.45 |
DisclosureSEC source: 0001690012-20-000004 · primary_doc.xml · nonDerivative · entry 1 Sabshon Mitchell A · CIK 0001606959 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 450.716 F1 · ownership.nature: Shares held by First Trust Retirement Custodian Mitchell A. Sabshon IRA. Read SEC document |
| July 03, 2019 Filed Jul 8, 2019 20:04 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 63.28 | $25.00 | $1,582.00 |
DisclosureSEC source: 0001690012-19-000020 · primary_doc.xml · nonDerivative · entry 1 Sabshon Mitchell A · CIK 0001606959 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 10,097.233 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Mitchell A Sabshon IRA. Read SEC document |
| June 05, 2019 Filed Jun 7, 2019 16:00 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 65 | $25.00 | $1,625.00 |
DisclosureSEC source: 0001690012-19-000018 · primary_doc.xml · nonDerivative · entry 1 Sabshon Mitchell A · CIK 0001606959 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 10,033.953 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Mitchell A Sabshon IRA. Read SEC document |
| May 03, 2019 Filed May 6, 2019 16:34 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 52.48 | $25.00 | $1,312.00 |
DisclosureSEC source: 0001690012-19-000014 · primary_doc.xml · nonDerivative · entry 1 Sabshon Mitchell A · CIK 0001606959 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 9,968.953 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Mitchell A Sabshon IRA. Read SEC document |
| April 25, 2019 Filed Apr 26, 2019 19:12 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 2,000 | $25.00 | $50,000.00 |
DisclosureSEC source: 0001690012-19-000013 · primary_doc.xml · nonDerivative · entry 1 Sabshon Mitchell A · CIK 0001606959 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 9,916.473 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Mitchell A Sabshon IRA. Read SEC document |
| April 03, 2019 Filed Apr 4, 2019 19:20 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 51.44 | $25.00 | $1,286.00 |
DisclosureSEC source: 0001690012-19-000011 · primary_doc.xml · nonDerivative · entry 1 Sabshon Mitchell A · CIK 0001606959 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 7,916.473 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Mitchell A Sabshon IRA. Read SEC document |
| March 05, 2019 Filed Mar 6, 2019 17:14 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 46.04 | $25.00 | $1,151.00 |
DisclosureSEC source: 0001690012-19-000009 · primary_doc.xml · nonDerivative · entry 1 Sabshon Mitchell A · CIK 0001606959 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 7,865.033 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Mitchell A Sabshon IRA. Read SEC document |
| February 05, 2019 Filed Feb 6, 2019 17:39 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 49.84 | $25.00 | $1,246.00 |
DisclosureSEC source: 0001690012-19-000007 · primary_doc.xml · nonDerivative · entry 1 Sabshon Mitchell A · CIK 0001606959 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 7,818.993 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Mitchell A Sabshon IRA. Read SEC document |
| January 11, 2019 Filed Jan 14, 2019 21:41 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 280 | $25.00 | $7,000.00 |
DisclosureSEC source: 0001690012-19-000006 · primary_doc.xml · nonDerivative · entry 1 Sabshon Mitchell A · CIK 0001606959 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 7,769.153 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Mitchell A Sabshon IRA. Read SEC document |
| January 04, 2019 Filed Jan 7, 2019 19:49 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 47.12 | $25.00 | $1,178.00 |
DisclosureSEC source: 0001690012-19-000001 · primary_doc.xml · nonDerivative · entry 1 Sabshon Mitchell A · CIK 0001606959 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 7,489.153 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Mitchell A Sabshon IRA. Read SEC document |
| December 05, 2018 Filed Dec 6, 2018 16:33 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 46.64 | $25.00 | $1,166.00 |
DisclosureSEC source: 0001690012-18-000030 · primary_doc.xml · nonDerivative · entry 1 Sabshon Mitchell A · CIK 0001606959 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 7,442.033 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Mitchell A Sabshon IRA. Read SEC document |
| November 05, 2018 Filed Nov 6, 2018 20:17 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 47.92 | $25.00 | $1,198.00 |
DisclosureSEC source: 0001690012-18-000027 · primary_doc.xml · nonDerivative · entry 1 Sabshon Mitchell A · CIK 0001606959 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 7,395.393 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Mitchell A Sabshon IRA. Read SEC document |
| October 03, 2018 Filed Oct 4, 2018 14:50 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 46.04 | $25.00 | $1,151.00 |
DisclosureSEC source: 0001690012-18-000025 · primary_doc.xml · nonDerivative · entry 1 Sabshon Mitchell A · CIK 0001606959 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 7,347.473 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Mitchell A Sabshon IRA. Read SEC document |
| September 06, 2018 Filed Sep 7, 2018 15:41 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 47.28 | $25.00 | $1,182.00 |
DisclosureSEC source: 0001690012-18-000022 · primary_doc.xml · nonDerivative · entry 1 Sabshon Mitchell A · CIK 0001606959 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 7,301.433 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Mitchell A Sabshon IRA. Read SEC document |
| August 03, 2018 Filed Aug 6, 2018 20:48 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 46.96 | $25.00 | $1,174.00 |
DisclosureSEC source: 0001690012-18-000020 · primary_doc.xml · nonDerivative · entry 1 Sabshon Mitchell A · CIK 0001606959 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 7,254.153 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Mitchell A Sabshon IRA. Read SEC document |
| July 05, 2018 Filed Jul 9, 2018 20:00 UTC | InPoint Commercial Real Estate Income, Inc. N/A · Entity 9020 | PurchaseClass P Common Stock | 45.2 | $25.00 | $1,130.00 |
DisclosureSEC source: 0001690012-18-000018 · primary_doc.xml · nonDerivative · entry 1 Sabshon Mitchell A · CIK 0001606959 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 7,207.193 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Mitchell A Sabshon IRA Read SEC document |
| June 05, 2018 Filed Jun 6, 2018 20:54 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 46.36 | $25.00 | $1,159.00 |
DisclosureSEC source: 0001690012-18-000016 · primary_doc.xml · nonDerivative · entry 1 Sabshon Mitchell A · CIK 0001606959 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 7,161.993 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Mitchell A Sabshon IRA. Read SEC document |
| May 03, 2018 Filed May 4, 2018 15:55 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 44.64 | $25.00 | $1,116.00 |
DisclosureSEC source: 0001606959-18-000001 · primary_doc.xml · nonDerivative · entry 1 Sabshon Mitchell A · CIK 0001606959 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 7,115.633 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Mitchell A Sabshon IRA. Read SEC document |
| April 04, 2018 Filed Apr 6, 2018 19:29 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 44.4 | $25.00 | $1,110.00 |
DisclosureSEC source: 0001690012-18-000013 · primary_doc.xml · nonDerivative · entry 1 Sabshon Mitchell A · CIK 0001606959 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 7,070.993 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Mitchell A Sabshon IRA. Read SEC document |
| March 05, 2018 Filed Mar 6, 2018 16:38 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 41.12 | $25.00 | $1,028.00 |
DisclosureSEC source: 0001690012-18-000010 · primary_doc.xml · nonDerivative · entry 1 Sabshon Mitchell A · CIK 0001606959 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 7,026.593 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Mitchell A Sabshon IRA Read SEC document |
| February 05, 2018 Filed Feb 6, 2018 17:18 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Stock | 45.24 | $25.00 | $1,131.00 |
DisclosureSEC source: 0001690012-18-000004 · primary_doc.xml · nonDerivative · entry 1 Sabshon Mitchell A · CIK 0001606959 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 6,985.473 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Mitchell A. Sabshon IRA. Read SEC document |
| January 04, 2018 Filed Jan 5, 2018 18:54 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Stock | 44.92 | $25.00 | $1,123.00 |
DisclosureSEC source: 0001690012-18-000001 · primary_doc.xml · nonDerivative · entry 1 Sabshon Mitchell A · CIK 0001606959 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 6,940.233 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Mitchell A. Sabshon IRA. Read SEC document |
| December 04, 2017 Filed Dec 6, 2017 17:08 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Stock | 43.24 | $25.00 | $1,081.00 |
DisclosureSEC source: 0001690012-17-000023 · primary_doc.xml · nonDerivative · entry 1 Sabshon Mitchell A · CIK 0001606959 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 6,895.313 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Mitchell A. Sabshon IRA. Read SEC document |
| November 02, 2017 Filed Nov 3, 2017 19:22 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Comon Stock | 44.44 | $25.00 | $1,111.00 |
DisclosureSEC source: 0001690012-17-000018 · primary_doc.xml · nonDerivative · entry 1 Sabshon Mitchell A · CIK 0001606959 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 6,852.073 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Mitchell A. Sabshon IRA. Read SEC document |
| October 03, 2017 Filed Oct 5, 2017 14:41 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 42.64 | $25.00 | $1,066.00 |
DisclosureSEC source: 0001690012-17-000015 · primary_doc.xml · nonDerivative · entry 1 Sabshon Mitchell A · CIK 0001606959 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 6,807.633 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Mitchell A. Sabshon IRA. Read SEC document |
| September 05, 2017 Filed Sep 6, 2017 19:19 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 43.76 | $25.00 | $1,094.00 |
DisclosureSEC source: 0001690012-17-000013 · primary_doc.xml · nonDerivative · entry 1 Sabshon Mitchell A · CIK 0001606959 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 6,764.993 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Mitchell A. Sabshon IRA. Read SEC document |
| August 07, 2017 Filed Aug 9, 2017 16:35 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 43.2 | $25.00 | $1,080.00 |
DisclosureSEC source: 0001690012-17-000009 · primary_doc.xml · nonDerivative · entry 2 Sabshon Mitchell A · CIK 0001606959 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 6,721.233 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Mitchell A. Sabshon IRA. Read SEC document |
| July 07, 2017 Filed Aug 9, 2017 16:35 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 278.033 | $25.00 | $6,950.83 |
DisclosureSEC source: 0001690012-17-000009 · primary_doc.xml · nonDerivative · entry 1 Sabshon Mitchell A · CIK 0001606959 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 6,678.033 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Mitchell A. Sabshon IRA. Read SEC document |
| April 28, 2017 Filed May 1, 2017 17:15 UTC | Inland Residential Properties Trust, Inc. n/a · Entity 162156 | PurchaseInland Residential Properties Trust, Inc. | 438.404 | $22.81 | $10,000.00 |
DisclosureSEC source: 0001595627-17-000010 · primary_doc.xml · nonDerivative · entry 1 Sabshon Mitchell A · CIK 0001606959 · Director · Director, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 438.404 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.