Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Porch Group, Inc.PRCH · Entity 4527 | Director | February 17, 2021 | February 19, 2021 |
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.
Porch Group, Inc.
Report date February 17, 2021 · Filed February 19, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 91,174 |
Reported balance
After 2021-02-17 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2021-02-17 · Gift · Disposed 163,000 · Balance 91,174 F1: These shares of Porch Group Inc.'s common stock are held by Ingleside Interests, LP over which the Reporting Person has sole voting and dispositive power. |
| Common StockSEC Table I · non-derivative | Direct | 6,481 |
Reported balance
Holding disclosure · report date 2021-02-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,481 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares of Porch Group Inc.'s common stock are held by Ingleside Interests, LP over which the Reporting Person has sole voting and dispositive power.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
FT 5969
Report date December 07, 2021 · Filed December 10, 2021
Section 16 reporting ended · disclosed 2021-12-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCK, CLASS CSEC Table I · non-derivative | Direct | 6,087.0618 |
Reported balance
Holding disclosure · report date 2021-12-07 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 6,087.0618 |
| Class M OP UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 12,435 |
Reported balance
Holding disclosure · report date 2021-12-07 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 12,435 F1: Pursuant to the provisions contained in the third amended and restated limited partnership agreement of Modiv OperatingPartnership, LP, a holder of Class M OP Units that have been outstanding for at least one year may be converted into shares of the issuer's Class C common stock, subject to a reduced conversion ratio if converted prior to December 31, 2023. The Class MOP Units that are held until December 31, 2023 are convertible at an initial conversion ratio of 1.66667 which may increase if certain performance milestones are achieved. F2: There is no expiration date in connection with the Class M OP Units. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the provisions contained in the third amended and restated limited partnership agreement of Modiv OperatingPartnership, LP, a holder of Class M OP Units that have been outstanding for at least one year may be converted into shares of the issuer's Class C common stock, subject to a reduced conversion ratio if converted prior to December 31, 2023. The Class MOP Units that are held until December 31, 2023 are convertible at an initial conversion ratio of 1.66667 which may increase if certain performance milestones are achieved.
F2: There is no expiration date in connection with the Class M OP Units.
MODIV INDUSTRIAL, INC.
Report date December 07, 2021 · Filed April 22, 2022
Section 16 reporting ended · disclosed 2022-04-22. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCK, CLASS CSEC Table I · non-derivative | Direct | 6,087.0618 |
Reported balance
Holding disclosure · report date 2021-12-07 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 6,087.0618 |
| Class M OP UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 12,435 |
Reported balance
Holding disclosure · report date 2021-12-07 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 12,435 F1: Pursuant to the provisions contained in the third amended and restated limited partnership agreement of Modiv Operating Partnership, LP, a holder of Class M OP Units that have been outstanding for at least one year may be converted into shares of the issuer's Class C common stock, subject to a reduced conversion ratio if converted prior to December 31, 2023. The Class MOP Units that are held until December 31, 2023 are convertible at an initial conversion ratio of 1.66667 which may increase if certain performance milestones are achieved. F2: There is no expiration date in connection with the Class M OP Units. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the provisions contained in the third amended and restated limited partnership agreement of Modiv Operating Partnership, LP, a holder of Class M OP Units that have been outstanding for at least one year may be converted into shares of the issuer's Class C common stock, subject to a reduced conversion ratio if converted prior to December 31, 2023. The Class MOP Units that are held until December 31, 2023 are convertible at an initial conversion ratio of 1.66667 which may increase if certain performance milestones are achieved.
F2: There is no expiration date in connection with the Class M OP Units.
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 |
|---|---|---|---|---|---|---|
| November 24, 2021 Filed Nov 24, 2021 17:37 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 21.6603 | $27.29 | $591.11 |
DisclosureSEC source: 0001645873-21-000227 · wf-form4_163779342002560.xml · nonDerivative · entry 1 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,087.0618 Read SEC document |
| October 25, 2021 Filed Oct 25, 2021 17:23 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 17.5048 | $26.05 | $456.00 |
DisclosureSEC source: 0001645873-21-000214 · wf-form4_163519701695633.xml · nonDerivative · entry 1 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,065.4015 Read SEC document |
| September 27, 2021 Filed Sep 27, 2021 17:57 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | GrantCOMMON STOCK Bonus Share | 863.7236 | $26.05 | $22,500.00 |
DisclosureSEC source: 0001645873-21-000204 · wf-form4_163277985036392.xml · nonDerivative · entry 2 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,047.8967 Read SEC document |
| September 27, 2021 Filed Sep 27, 2021 17:57 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 17.6395 | $26.05 | $459.51 |
DisclosureSEC source: 0001645873-21-000204 · wf-form4_163277985036392.xml · nonDerivative · entry 1 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,184.1731 Read SEC document |
| August 25, 2021 Filed Aug 26, 2021 09:42 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 17.5881 | $26.05 | $458.17 |
DisclosureSEC source: 0001645873-21-000188 · wf-form4_162998535343489.xml · nonDerivative · entry 1 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,166.5336 Read SEC document |
| July 26, 2021 Filed Jul 26, 2021 16:39 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 13.8005 | $24.61 | $339.63 |
DisclosureSEC source: 0001645873-21-000167 · wf-form4_162733192831575.xml · nonDerivative · entry 1 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,148.9455 Read SEC document |
| June 28, 2021 Filed Jun 28, 2021 16:08 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | GrantCOMMON STOCK Bonus Share | 1,320.6014 | $24.61 | $32,500.00 |
DisclosureSEC source: 0001645873-21-000143 · wf-form4_162491090055722.xml · nonDerivative · entry 1 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,135.145 Read SEC document |
| June 25, 2021 Filed Jun 25, 2021 17:22 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 13.7355 | $24.61 | $338.03 |
DisclosureSEC source: 0001645873-21-000133 · wf-form4_162465613145581.xml · nonDerivative · entry 1 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,814.5436 Read SEC document |
| May 25, 2021 Filed May 27, 2021 15:42 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 13.2442 | $24.61 | $325.94 |
DisclosureSEC source: 0001645873-21-000112 · wf-form4_162214448339203.xml · nonDerivative · entry 1 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,800.8081 Read SEC document |
| April 26, 2021 Filed Apr 27, 2021 10:26 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 12.6175 | $23.03 | $290.58 |
DisclosureSEC source: 0001645873-21-000094 · wf-form4_161953356810002.xml · nonDerivative · entry 1 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,787.5639 Read SEC document |
| March 30, 2021 Filed Mar 30, 2021 17:11 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK Bonus Share | 542.7703 | $23.03 | $12,500.00 |
DisclosureSEC source: 0001645873-21-000075 · wf-form4_161713870112884.xml · nonDerivative · entry 1 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,774.9464 Read SEC document |
| March 30, 2021 Filed Jul 14, 2021 11:26 UTC Amendment | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | GrantCOMMON STOCK Bonus Share | 542.7703 | $23.03 | $12,500.00 |
DisclosureSEC source: 0001645873-21-000158 · wf-form4a_162627635839613.xml · nonDerivative · entry 1 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,774.9464 Read SEC document |
| March 25, 2021 Filed Mar 26, 2021 14:16 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 11.2275 | $23.03 | $258.57 |
DisclosureSEC source: 0001645873-21-000061 · wf-form4_161678259021436.xml · nonDerivative · entry 1 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,232.1761 Read SEC document |
| February 25, 2021 Filed Feb 26, 2021 15:38 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 12.3977 | $23.03 | $285.52 |
DisclosureSEC source: 0001645873-21-000050 · wf-form4_161437185193627.xml · nonDerivative · entry 1 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,220.9486 Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 21:38 UTC | Porch Group, Inc. PRCH · Entity 4527 | GiftCommon Stock | 163,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-005562 · form4.xml · nonDerivative · entry 1 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 91,174 F1 · ownership.direct: These shares of Porch Group Inc.'s common stock are held by Ingleside Interests, LP over which the Reporting Person has sole voting and dispositive power. F1 · ownership.nature: These shares of Porch Group Inc.'s common stock are held by Ingleside Interests, LP over which the Reporting Person has sole voting and dispositive power. Read SEC document |
| January 22, 2021 Filed Jan 25, 2021 17:45 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 30.0029 | $7.00 | $210.02 |
DisclosureSEC source: 0001645873-21-000018 · wf-form4_161161472571135.xml · nonDerivative · entry 1 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,625.6533 Read SEC document |
| December 30, 2020 Filed Dec 30, 2020 19:27 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | GrantCOMMON STOCK Bonus Share | 2,678.5714 | $7.00 | $18,750.00 |
DisclosureSEC source: 0001645873-20-000294 · wf-form4_160937442458264.xml · nonDerivative · entry 1 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,595.6504 Read SEC document |
| December 28, 2020 Filed Dec 30, 2020 18:59 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 28.2129 | $7.00 | $197.49 |
DisclosureSEC source: 0001645873-20-000287 · wf-form4_160937276734755.xml · nonDerivative · entry 1 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,917.079 Read SEC document |
| December 23, 2020 Filed Dec 29, 2020 21:58 UTC | Porch Group, Inc. PRCH · Entity 4527 | GrantStock Option (right to buy) · Derivative | 7,046 | $0.00 Strike: $3.30 | $0.00 |
DisclosureSEC source: 0001140361-20-029847 · form4.xml · derivative · entry 12 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,046 Underlying: Common Stock · 7,046 shares Expires 2030-06-04 F8 · derivative.exercise_date: This option vests in 4 successive, equal quarterly installments measured from March 7, 2020. Read SEC document |
| December 23, 2020 Filed Dec 29, 2020 21:58 UTC | Porch Group, Inc. PRCH · Entity 4527 | GrantStock Option (right to buy) · Derivative | 2,348 | $0.00 Strike: $3.30 | $0.00 |
DisclosureSEC source: 0001140361-20-029847 · form4.xml · derivative · entry 11 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,348 Underlying: Common Stock · 2,348 shares Expires 2030-06-04 F8 · derivative.exercise_date: This option vests in 4 successive, equal quarterly installments measured from March 7, 2020. Read SEC document |
| December 23, 2020 Filed Dec 29, 2020 21:58 UTC | Porch Group, Inc. PRCH · Entity 4527 | GrantStock Option (right to buy) · Derivative | 2,348 | $0.00 Strike: $1.76 | $0.00 |
DisclosureSEC source: 0001140361-20-029847 · form4.xml · derivative · entry 10 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,348 Underlying: Common Stock · 2,348 shares Expires 2029-06-25 F7 · derivative.exercise_date: This option vests in 4 successive, equal quarterly installments measured from March 7, 2019. Read SEC document |
| December 23, 2020 Filed Dec 29, 2020 21:58 UTC | Porch Group, Inc. PRCH · Entity 4527 | GrantStock Option (right to buy) · Derivative | 7,046 | $0.00 Strike: $1.76 | $0.00 |
DisclosureSEC source: 0001140361-20-029847 · form4.xml · derivative · entry 9 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,046 Underlying: Common Stock · 7,046 shares Expires 2028-03-06 F7 · derivative.exercise_date: This option vests in 4 successive, equal quarterly installments measured from March 7, 2019. Read SEC document |
| December 23, 2020 Filed Dec 29, 2020 21:58 UTC | Porch Group, Inc. PRCH · Entity 4527 | GrantStock Option (right to buy) · Derivative | 2,348 | $0.00 Strike: $2.06 | $0.00 |
DisclosureSEC source: 0001140361-20-029847 · form4.xml · derivative · entry 8 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,348 Underlying: Common Stock · 2,348 shares Expires 2028-03-06 F6 · derivative.exercise_date: This option vests in 4 successive, equal quarterly installments measured from March 7, 2018. Read SEC document |
| December 23, 2020 Filed Dec 29, 2020 21:58 UTC | Porch Group, Inc. PRCH · Entity 4527 | GrantStock Option (right to buy) · Derivative | 7,046 | $0.00 Strike: $2.06 | $0.00 |
DisclosureSEC source: 0001140361-20-029847 · form4.xml · derivative · entry 7 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,046 Underlying: Common Stock · 7,046 shares Expires 2028-03-06 F6 · derivative.exercise_date: This option vests in 4 successive, equal quarterly installments measured from March 7, 2018. Read SEC document |
| December 23, 2020 Filed Dec 29, 2020 21:58 UTC | Porch Group, Inc. PRCH · Entity 4527 | GrantStock Option (right to buy) · Derivative | 2,513 | $0.00 Strike: $1.91 | $0.00 |
DisclosureSEC source: 0001140361-20-029847 · form4.xml · derivative · entry 6 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,513 Underlying: Common Stock · 2,513 shares Expires 2027-03-22 F5 · derivative.exercise_date: This option vests one year from February 21, 2017. Read SEC document |
| December 23, 2020 Filed Dec 29, 2020 21:58 UTC | Porch Group, Inc. PRCH · Entity 4527 | GrantStock Option (right to buy) · Derivative | 4,345 | $0.00 Strike: $1.91 | $0.00 |
DisclosureSEC source: 0001140361-20-029847 · form4.xml · derivative · entry 5 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,345 Underlying: Common Stock · 4,345 shares Expires 2027-02-20 F4 · derivative.exercise_date: This option vests in 12 successive, equal monthly installments measured from February 21, 2017, subject to the Reporting Person's continuing employment. Read SEC document |
| December 23, 2020 Filed Dec 29, 2020 21:58 UTC | Porch Group, Inc. PRCH · Entity 4527 | GrantStock Option (right to buy) · Derivative | 11,744 | $0.00 Strike: $3.17 | $0.00 |
DisclosureSEC source: 0001140361-20-029847 · form4.xml · derivative · entry 4 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,744 Underlying: Common Stock · 11,744 shares Expires 2025-02-11 F3 · derivative.exercise_date: These option vests 25% on the first anniversary of the vesting commencement date and in subsequent 1/48th increments for each subsequent month of continuous employment. Of the then-unvested shares subject to the option, 50% will vest immediately upon a change in control, with the remaining unvested portion of the option vesting (i) in the event of a qualifying termination of employment within 12 months after such change in control, or (ii) in the event the acquiror does not assume Porch's rights and obligations under the option. Read SEC document |
| December 23, 2020 Filed Dec 29, 2020 21:58 UTC | Porch Group, Inc. PRCH · Entity 4527 | GrantStock Option (right to buy) · Derivative | 16,441 | $0.00 Strike: $0.02 | $0.00 |
DisclosureSEC source: 0001140361-20-029847 · form4.xml · derivative · entry 3 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,441 Underlying: Common Stock · 16,441 shares Expires 2023-02-01 F3 · derivative.exercise_date: These option vests 25% on the first anniversary of the vesting commencement date and in subsequent 1/48th increments for each subsequent month of continuous employment. Of the then-unvested shares subject to the option, 50% will vest immediately upon a change in control, with the remaining unvested portion of the option vesting (i) in the event of a qualifying termination of employment within 12 months after such change in control, or (ii) in the event the acquiror does not assume Porch's rights and obligations under the option. Read SEC document |
| December 23, 2020 Filed Dec 29, 2020 21:58 UTC | Porch Group, Inc. PRCH · Entity 4527 | OtherCommon Stock | 254,174 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-20-029847 · form4.xml · nonDerivative · entry 2 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 254,174 F1 · kind: Includes earn out shares granted in connection with Porch Group Inc.'s ("Issuer") initial business combination, subject to certain vesting and clawback provisions. F1 · price: Includes earn out shares granted in connection with Porch Group Inc.'s ("Issuer") initial business combination, subject to certain vesting and clawback provisions. F2 · ownership.direct: These shares of the Issuer's common stock ("Shares") are held by Ingleside Interests, LP over which the Reporting Person has sole voting and dispositive power. F2 · ownership.nature: These shares of the Issuer's common stock ("Shares") are held by Ingleside Interests, LP over which the Reporting Person has sole voting and dispositive power. Read SEC document |
| December 23, 2020 Filed Dec 29, 2020 21:58 UTC | Porch Group, Inc. PRCH · Entity 4527 | OtherCommon Stock | 6,481 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-20-029847 · form4.xml · nonDerivative · entry 1 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,481 F1 · kind: Includes earn out shares granted in connection with Porch Group Inc.'s ("Issuer") initial business combination, subject to certain vesting and clawback provisions. F1 · price: Includes earn out shares granted in connection with Porch Group Inc.'s ("Issuer") initial business combination, subject to certain vesting and clawback provisions. Read SEC document |
| November 25, 2020 Filed Nov 30, 2020 16:28 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 29.07 | $7.00 | $203.49 |
DisclosureSEC source: 0001645873-20-000245 · wf-form4_160677170694750.xml · nonDerivative · entry 1 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,888.8661 Read SEC document |
| October 26, 2020 Filed Oct 28, 2020 15:09 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 17.42 | $7.00 | $121.94 |
DisclosureSEC source: 0001645873-20-000225 · wf-form4_160391212468471.xml · nonDerivative · entry 1 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,859.7961 Read SEC document |
| September 30, 2020 Filed Oct 1, 2020 19:06 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | GrantCOMMON STOCK Bonus Share | 2,678.5714 | $7.00 | $18,750.00 |
DisclosureSEC source: 0001645873-20-000208 · wf-form4_160159360387145.xml · nonDerivative · entry 1 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,842.3761 Read SEC document |
| September 25, 2020 Filed Sep 28, 2020 16:51 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 17.55 | $7.00 | $122.85 |
DisclosureSEC source: 0001645873-20-000191 · wf-form4_160132627244250.xml · nonDerivative · entry 1 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,163.8047 Read SEC document |
| August 25, 2020 Filed Aug 26, 2020 20:26 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 17.5114 | $7.00 | $122.58 |
DisclosureSEC source: 0001645873-20-000183 · wf-form4_159848796533428.xml · nonDerivative · entry 1 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,146.2547 Read SEC document |
| July 27, 2020 Filed Jul 29, 2020 17:22 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 5.9014 | $7.00 | $41.31 |
DisclosureSEC source: 0001645873-20-000164 · wf-form4_159605765370507.xml · nonDerivative · entry 1 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,128.7433 Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 14:13 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | GrantCOMMON STOCK Bonus Share | 2,678.5714 | $7.00 | $18,750.00 |
DisclosureSEC source: 0001645873-20-000145 · wf-form4_159405922258087.xml · nonDerivative · entry 1 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,122.8419 Read SEC document |
| June 25, 2020 Filed Jun 29, 2020 21:14 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 10.1371 | $7.00 | $70.96 |
DisclosureSEC source: 0001645873-20-000136 · wf-form4_159347966660937.xml · nonDerivative · entry 1 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,444.2705 Read SEC document |
| May 26, 2020 Filed May 28, 2020 15:31 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 9.0114 | $7.00 | $63.08 |
DisclosureSEC source: 0001645873-20-000111 · wf-form4_159069426261067.xml · nonDerivative · entry 1 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,434.1334 Read SEC document |
| April 27, 2020 Filed Apr 29, 2020 15:23 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 1.1899 | $10.27 | $12.22 |
DisclosureSEC source: 0001645873-20-000101 · wf-form4_158818821739207.xml · nonDerivative · entry 1 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,425.122 Read SEC document |
| April 09, 2020 Filed Apr 9, 2020 16:46 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | GrantCOMMON STOCK Bonus Share | 1,217.1373 | $10.27 | $12,500.00 |
DisclosureSEC source: 0001645873-20-000082 · wf-form4_158646518930188.xml · nonDerivative · entry 1 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,423.9321 Read SEC document |
| March 25, 2020 Filed Mar 27, 2020 18:16 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 1.1714 | $10.27 | $12.03 |
DisclosureSEC source: 0001645873-20-000067 · wf-form4_158534738912979.xml · nonDerivative · entry 1 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206.7948 Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 13:51 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 0.6037 | $10.27 | $6.20 |
DisclosureSEC source: 0001645873-20-000055 · wf-form4_158282945283621.xml · nonDerivative · entry 1 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205.6234 Read SEC document |
| January 16, 2020 Filed Jan 21, 2020 12:38 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | GrantCOMMON STOCK Bonus Share | 205.0197 | $10.16 | $2,083.00 |
DisclosureSEC source: 0001645873-20-000027 · wf-form4_157962828547810.xml · nonDerivative · entry 1 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205.0197 Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 14:04 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | GrantClass M OP Units · Derivative | Not disclosed | Not disclosed Strike: $0.00 | $7,461.00 |
DisclosureSEC source: 0001645873-20-000011 · wf-form4_157807827123671.xml · derivative · entry 1 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Class M OP Units Disclosed balance after: 37,305 Underlying: Class M OP Units · 37,305 shares Expires not disclosed F1 · kind: On December 31, 2019, the issuer and its operating partnership, RW Holdings NNN REIT Operating Partnership, L.P. ("NNN OP") completed the acquisition of the business of its former advisor, BrixInvest, LLC ("BrixInvest") through a contribution of substantially all of the assets and liabilities of BrixInvest to NNN OP by BrixInvest's wholly owned subsidiary Daisho OP Holdings, LLC ("Daisho") pursuant to which NNN OP issued its Class M OP Units to Daisho as consideration for the contribution (the "Self-Management Transaction"). In connection with the Self-Management Transaction, BrixInvest distributed all of its membership interests in Daisho to the members of BrixInvest. After the one-year anniversary of the Self-Management Transaction, Daisho is expected to distribute the Class M OP Units to its members. F2 · reported_value: The reported securities represent the reporting person's proportionate interest in the total amount of Class M OP Units held directly by Daisho. F5 · price: The Class M OP Units were issued to Daisho in exchange for Daisho's contribution of its assets in the Self-Management Transaction. Accordingly, the price per derivative security is not applicable. F3 · derivative.exercise_date: Pursuant to the provisions contained in the second amended and restated limited partnership agreement of NNN OP, a holder of Class M OP Units that have been outstanding for at least one year may be converted into shares of the issuer's Class C common stock, subject to a reduced conversion ratio if converted prior to December 31, 2023. The Class M OP Units that are held for four years are convertible at an initial conversion ratio of 5.0 which may increase if certain performance milestones are achieved. F4 · derivative.expiration_date: There is no expiration date in connection with the Class M OP Units issued to the reporting person. F6 · ownership.nature: The reported securities are held directly by Daisho. The reporting person holds a non-controlling equity interest in Daisho. Read SEC document |
| December 31, 2019 Filed Jan 6, 2020 18:36 UTC Amendment | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | GrantClass M OP Units · Derivative | 7,461 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001645873-20-000018 · wf-form4a_157835376054189.xml · derivative · entry 1 HANAUER JOE F · CIK 0000904277 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Class M OP Units Disclosed balance after: 37,305 Underlying: Class M OP Units · 37,305 shares Expires not disclosed F1 · kind: On December 31, 2019, the issuer and its operating partnership, RW Holdings NNN REIT Operating Partnership, L.P. ("NNN OP") completed the acquisition of the business of its former advisor, BrixInvest, LLC ("BrixInvest") through a contribution of substantially all of the assets and liabilities of BrixInvest to NNN OP by BrixInvest's wholly owned subsidiary Daisho OP Holdings, LLC ("Daisho") pursuant to which NNN OP issued its Class M OP Units to Daisho as consideration for the contribution (the "Self-Management Transaction"). In connection with the Self-Management Transaction, BrixInvest distributed all of its membership interests in Daisho to the members of BrixInvest. After the one-year anniversary of the Self-Management Transaction, Daisho is expected to distribute the Class M OP Units to its members. F2 · shares: The reported securities represent the reporting person's proportionate interest in the total amount of Class M OP Units held directly by Daisho. F5 · price: The Class M OP Units were issued to Daisho in exchange for Daisho's contribution of its assets in the Self-Management Transaction. Accordingly, the price per derivative security is not applicable. F3 · derivative.exercise_date: Pursuant to the provisions contained in the second amended and restated limited partnership agreement of NNN OP, a holder of Class M OP Units that have been outstanding for at least one year may be converted into shares of the issuer's Class C common stock, subject to a reduced conversion ratio if converted prior to December 31, 2023. The Class M OP Units that are held for four years are convertible at an initial conversion ratio of 5.0 which may increase if certain performance milestones are achieved. F4 · derivative.expiration_date: There is no expiration date in connection with the Class M OP Units issued to the reporting person. F6 · ownership.nature: The reported securities are held directly by Daisho. The reporting person holds a non-controlling equity interest in Daisho. 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.