Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COPT DEFENSE PROPERTIESOFC · Entity 4036 | SVP--CAO & CONTROLLER | March 28, 2022 | March 30, 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.
COPT DEFENSE PROPERTIES
Report date March 28, 2022 · Filed March 30, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 18,096 |
Ending reported balance
After 2022-03-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-03-28 · Sale · Disposed 2,333 · Balance 20,096 Row 2 · 2022-03-29 · Sale · Disposed 2,000 · Balance 18,096 |
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 29, 2022 Filed Mar 30, 2022 19:04 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | SaleCommon Shares | 2,000 | $29.35 | $58,702.00 |
DisclosureSEC source: 0001415889-22-003470 · form4-03302022_120308.xml · nonDerivative · entry 2 Thor Greg J · CIK 0001370086 · SVP--CAO & CONTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,096 Read SEC document |
| March 28, 2022 Filed Mar 30, 2022 19:04 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | SaleCommon Shares | 2,333 | $28.79 | $67,156.80 |
DisclosureSEC source: 0001415889-22-003470 · form4-03302022_120308.xml · nonDerivative · entry 1 Thor Greg J · CIK 0001370086 · SVP--CAO & CONTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,096 Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 22:11 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | GrantCommon Shares | 6,801 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-22-001932 · edgar.xml · nonDerivative · entry 4 Thor Greg J · CIK 0001370086 · SVP--CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,429 F2 · price: These restricted common shares, shall lapse equally over a 3 year period. Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 22:11 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | Tax withholdingCommon Shares | 756 | $26.21 | $19,814.76 |
DisclosureSEC source: 0001179110-22-001932 · edgar.xml · nonDerivative · entry 3 Thor Greg J · CIK 0001370086 · SVP--CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,628 F1 · price: These shares were forfeited in a net share settlement in connection with restrictions lapsing on restricted shares. Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 22:11 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | Tax withholdingCommon Shares | 757 | $26.21 | $19,840.97 |
DisclosureSEC source: 0001179110-22-001932 · edgar.xml · nonDerivative · entry 2 Thor Greg J · CIK 0001370086 · SVP--CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,384 F1 · price: These shares were forfeited in a net share settlement in connection with restrictions lapsing on restricted shares. Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 22:11 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | Tax withholdingCommon Shares | 718 | $26.21 | $18,818.78 |
DisclosureSEC source: 0001179110-22-001932 · edgar.xml · nonDerivative · entry 1 Thor Greg J · CIK 0001370086 · SVP--CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,141 F1 · price: These shares were forfeited in a net share settlement in connection with restrictions lapsing on restricted shares. Read SEC document |
| May 10, 2021 Filed May 11, 2021 20:31 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | SaleCommon Shares | 1,880 | $28.17 | $52,952.27 |
DisclosureSEC source: 0001179110-21-005173 · edgar.xml · nonDerivative · entry 1 Thor Greg J · CIK 0001370086 · SVP--CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,859 Read SEC document |
| May 03, 2021 Filed May 4, 2021 13:53 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | SaleCommon Shares | 2,000 | $28.40 | $56,800.00 |
DisclosureSEC source: 0001179110-21-004827 · edgar.xml · nonDerivative · entry 1 Thor Greg J · CIK 0001370086 · SVP--CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,739 Read SEC document |
| March 16, 2021 Filed Mar 17, 2021 21:38 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | SaleCommon Shares | 3,880 | $28.01 | $108,662.50 |
DisclosureSEC source: 0001179110-21-003564 · edgar.xml · nonDerivative · entry 1 Thor Greg J · CIK 0001370086 · SVP--CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,739 Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 18:14 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | GrantCommon Shares | 6,808 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-002623 · edgar.xml · nonDerivative · entry 4 Thor Greg J · CIK 0001370086 · SVP--CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,619 F2 · price: These restricted common shares, shall lapse equally over a 3 year period. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 18:14 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | Tax withholdingCommon Shares | 754 | $26.00 | $19,604.00 |
DisclosureSEC source: 0001179110-21-002623 · edgar.xml · nonDerivative · entry 3 Thor Greg J · CIK 0001370086 · SVP--CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,811 F1 · price: These shares were forfeited in a net share settlement in connection with restrictions lapsing on restricted shares. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 18:14 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | Tax withholdingCommon Shares | 718 | $26.00 | $18,668.00 |
DisclosureSEC source: 0001179110-21-002623 · edgar.xml · nonDerivative · entry 2 Thor Greg J · CIK 0001370086 · SVP--CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,565 F1 · price: These shares were forfeited in a net share settlement in connection with restrictions lapsing on restricted shares. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 18:14 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | Tax withholdingCommon Shares | 711 | $26.00 | $18,486.00 |
DisclosureSEC source: 0001179110-21-002623 · edgar.xml · nonDerivative · entry 1 Thor Greg J · CIK 0001370086 · SVP--CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,283 F1 · price: These shares were forfeited in a net share settlement in connection with restrictions lapsing on restricted shares. Read SEC document |
| November 24, 2020 Filed Nov 25, 2020 16:16 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | SaleCommon Shares | 6,440 | $28.09 | $180,899.60 |
DisclosureSEC source: 0001179110-20-011395 · edgar.xml · nonDerivative · entry 1 Thor Greg J · CIK 0001370086 · SVP--CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,994 Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 19:56 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | GrantCommon Shares | 6,815 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-20-002795 · edgar.xml · nonDerivative · entry 4 Thor Greg J · CIK 0001370086 · SVP--CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,434 F2 · price: These restricted common shares, shall lapse equally over a 3 year period. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 19:56 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | Tax withholdingCommon Shares | 711 | $25.34 | $18,016.74 |
DisclosureSEC source: 0001179110-20-002795 · edgar.xml · nonDerivative · entry 3 Thor Greg J · CIK 0001370086 · SVP--CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,619 F1 · price: These shares were forfeited in a net share settlement in connection with restrictions lapsing on restricted shares. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 19:56 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | Tax withholdingCommon Shares | 711 | $25.34 | $18,016.74 |
DisclosureSEC source: 0001179110-20-002795 · edgar.xml · nonDerivative · entry 2 Thor Greg J · CIK 0001370086 · SVP--CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,337 F1 · price: These shares were forfeited in a net share settlement in connection with restrictions lapsing on restricted shares. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 19:56 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | Tax withholdingCommon Shares | 510 | $25.34 | $12,923.40 |
DisclosureSEC source: 0001179110-20-002795 · edgar.xml · nonDerivative · entry 1 Thor Greg J · CIK 0001370086 · SVP--CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,048 F1 · price: These shares were forfeited in a net share settlement in connection with restrictions lapsing on restricted shares. Read SEC document |
| August 21, 2019 Filed Aug 23, 2019 14:44 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | SaleCommon Shares | 2,507 | $29.11 | $72,978.77 |
DisclosureSEC source: 0001179110-19-009807 · edgar.xml · nonDerivative · entry 1 Thor Greg J · CIK 0001370086 · SVP--CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,558 Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 22:09 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | GrantCommon Shares | 6,464 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-19-003294 · edgar.xml · nonDerivative · entry 4 Thor Greg J · CIK 0001370086 · SVP--CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,065 F2 · price: These restricted common shares, shall lapse equally over a 3 year period. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 22:09 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | Tax withholdingCommon Shares | 711 | $25.99 | $18,478.89 |
DisclosureSEC source: 0001179110-19-003294 · edgar.xml · nonDerivative · entry 3 Thor Greg J · CIK 0001370086 · SVP--CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,601 F1 · price: These shares were forfeited in a net share settlement in connection with restrictions lapsing on restricted shares. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 22:09 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | Tax withholdingCommon Shares | 510 | $25.99 | $13,254.90 |
DisclosureSEC source: 0001179110-19-003294 · edgar.xml · nonDerivative · entry 2 Thor Greg J · CIK 0001370086 · SVP--CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,312 F1 · price: These shares were forfeited in a net share settlement in connection with restrictions lapsing on restricted shares. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 22:09 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | Tax withholdingCommon Shares | 705 | $25.99 | $18,322.95 |
DisclosureSEC source: 0001179110-19-003294 · edgar.xml · nonDerivative · entry 1 Thor Greg J · CIK 0001370086 · SVP--CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,822 F1 · price: These shares were forfeited in a net share settlement in connection with restrictions lapsing on restricted shares. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 16:43 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | GrantCommon Shares | 6,402 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-18-003400 · edgar.xml · nonDerivative · entry 4 Thor Greg J · CIK 0001370086 · SVP--CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,527 F2 · price: These restricted common shares, shall lapse equally over a 3 year period. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 16:43 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | Tax withholdingCommon Shares | 510 | $24.96 | $12,729.60 |
DisclosureSEC source: 0001179110-18-003400 · edgar.xml · nonDerivative · entry 3 Thor Greg J · CIK 0001370086 · SVP--CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,125 F1 · price: These shares were forfeited in a net share settlement in connection with restrictions lapsing on restricted shares. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 16:43 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | Tax withholdingCommon Shares | 699 | $24.96 | $17,447.04 |
DisclosureSEC source: 0001179110-18-003400 · edgar.xml · nonDerivative · entry 2 Thor Greg J · CIK 0001370086 · SVP--CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,635 F1 · price: These shares were forfeited in a net share settlement in connection with restrictions lapsing on restricted shares. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 16:43 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | Tax withholdingCommon Shares | 557 | $24.96 | $13,902.72 |
DisclosureSEC source: 0001179110-18-003400 · edgar.xml · nonDerivative · entry 1 Thor Greg J · CIK 0001370086 · SVP--CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,334 F1 · price: These shares were forfeited in a net share settlement in connection with restrictions lapsing on restricted shares. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:29 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | SaleCommon Shares | 3,555 | $34.02 | $120,941.10 |
DisclosureSEC source: 0001179110-17-003780 · edgar.xml · nonDerivative · entry 3 Thor Greg J · CIK 0001370086 · SVP--CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,891 Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:29 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | GrantRestricted Common Shares | 4,593 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-003780 · edgar.xml · nonDerivative · entry 2 Thor Greg J · CIK 0001370086 · SVP--CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,446 F2 · price: The restrictions on the shares shall vest equally over a 3 year period. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:29 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | Tax withholdingCommon Shares | 2,019 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-003780 · edgar.xml · nonDerivative · entry 1 Thor Greg J · CIK 0001370086 · SVP--CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,853 F1 · price: These shares were forfeited in a net share settlement in connection with restrictions lapsing on restricted shares. 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.