Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| REGENCY CENTERS CORPREG · Entity 3380 | EVP and COO | March 11, 2022 | March 14, 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.
REGENCY CENTERS CORP
Report date March 11, 2022 · Filed March 14, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,224 |
Reported balance
After 2022-03-11 transaction · row 1
1 source rowRow 1 · 2022-03-11 · Gift · Disposed 350 · Balance 24,224 |
| Common StockSEC Table I · non-derivative | IndirectBy Irrevocable Trust | 1,222 |
Reported balance
Holding disclosure · report date 2022-03-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,222 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 11,771 |
Reported balance
Holding disclosure · report date 2022-03-11 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 11,771 |
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 |
|---|---|---|---|---|---|---|
| December 22, 2016 Filed Dec 27, 2016 22:47 UTC | REGENCY CENTERS CORP REG · Entity 3380 | GiftCommon Stock | 3,401 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-090838 · doc1.xml · nonDerivative · entry 1 THOMPSON JAMES D. · CIK 0001514820 · Exec. VP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,253 Read SEC document |
| December 22, 2016 Filed Jan 4, 2017 22:09 UTC Amendment | REGENCY CENTERS CORP REG · Entity 3380 | GiftCommon Stock | 3,401 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-000471 · doc1.xml · nonDerivative · entry 2 THOMPSON JAMES D. · CIK 0001514820 · Exec. VP of Operations 10b5-1 filing: Not disclosed Ownership: Indirect · Irrevocable Trust Disclosed balance after: 3,401 F1 · ownership.nature: These shares are held in a trust for the benefit of the reporting person's children and grandchildren. The reporting person's spouse is trustee of the trust. The reporting person disclaims beneficial ownership of these securities and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities pursuant to Section 16 or for any other purpose. Read SEC document |
| December 22, 2016 Filed Jan 4, 2017 22:09 UTC Amendment | REGENCY CENTERS CORP REG · Entity 3380 | GiftCommon Stock | 3,401 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-000471 · doc1.xml · nonDerivative · entry 1 THOMPSON JAMES D. · CIK 0001514820 · Exec. VP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,253 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.