Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CENTERSPACECSR · Entity 5008 | EVP | March 13, 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.
CENTERSPACE
Report date March 13, 2022 · Filed March 14, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 21,512 |
Ending reported balance
After 2022-03-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-03-13 · Exercise / conversion · Acquired 478 · Balance 21,658 F1: Each restricted stock unit represents a contingent right to receive one share of CSR common stock. Row 2 · 2022-03-13 · Tax withholding · Disposed 146 · Balance 21,512 F2: Shares withheld for payment of taxes in connection with the vesting of restricted stock units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 478 |
Reported balance
After 2022-03-13 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-03-13 · Exercise / conversion · Disposed 478 · Balance 478 F1: Each restricted stock unit represents a contingent right to receive one share of CSR common stock. F3: Restricted stock units vest in three equal annual installments, beginning on March 13, 2021, the first anniversary of the grant date. |
| Common Shares of Beneficial InterestSEC Table I · non-derivative | IndirectBy IRA | 1,897 |
Reported balance
Holding disclosure · report date 2022-03-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,897 |
| Common Shares of Beneficial InterestSEC Table I · non-derivative | IndirectBy Daughter IRA | 324 |
Reported balance
Holding disclosure · report date 2022-03-13 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 324 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of CSR common stock.
F2: Shares withheld for payment of taxes in connection with the vesting of restricted stock units.
F3: Restricted stock units vest in three equal annual installments, beginning on March 13, 2021, the first anniversary of the grant date.
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 13, 2018 Filed Dec 17, 2018 22:50 UTC | CENTERSPACE IRET · Entity 5008 | PurchaseCommon Shares of Beneficial Interest | 6,820 | $5.26 | $35,873.20 |
DisclosureSEC source: 0001437749-18-022135 · rdgdoc.xml · nonDerivative · entry 3 Kirchmann John · CIK 0001705373 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,391 Read SEC document |
| October 12, 2018 Filed Oct 16, 2018 13:12 UTC | CENTERSPACE IRET · Entity 5008 | PurchaseCommon Shares of Beneficial Interest | 1,391 | $5.36 | $7,450.61 |
DisclosureSEC source: 0001437749-18-018329 · rdgdoc.xml · nonDerivative · entry 1 Kirchmann John · CIK 0001705373 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 18,971 Read SEC document |
| October 12, 2018 Filed Feb 15, 2019 00:02 UTC Amendment | CENTERSPACE IRET · Entity 5008 | PurchaseCommon Shares of Beneficial Interest | 1,391 | $5.36 | $7,450.61 |
DisclosureSEC source: 0001437749-19-002693 · rdgdoc.xml · nonDerivative · entry 1 Kirchmann John · CIK 0001705373 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 18,971 Read SEC document |
| July 24, 2018 Filed Jul 25, 2018 23:07 UTC | CENTERSPACE IRET · Entity 5008 | PurchaseCommon Shares of Beneficial Interest` | 3,000 | $5.31 | $15,930.00 |
DisclosureSEC source: 0001437749-18-013762 · rdgdoc.xml · nonDerivative · entry 4 Kirchmann John · CIK 0001705373 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,571 Read SEC document |
| July 24, 2018 Filed Jul 25, 2018 23:07 UTC | CENTERSPACE IRET · Entity 5008 | PurchaseCommon Shares of Beneficial Interest | 1,034 | $5.31 | $5,490.54 |
DisclosureSEC source: 0001437749-18-013762 · rdgdoc.xml · nonDerivative · entry 2 Kirchmann John · CIK 0001705373 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Daughter's IRA Disclosed balance after: 2,846 Read SEC document |
| July 24, 2018 Filed Oct 16, 2018 13:12 UTC | CENTERSPACE IRET · Entity 5008 | PurchaseCommon Shares of Beneficial Interest` | 3,000 | $5.31 | $15,930.00 |
DisclosureSEC source: 0001437749-18-018329 · rdgdoc.xml · nonDerivative · entry 4 Kirchmann John · CIK 0001705373 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,571 Read SEC document |
| July 23, 2018 Filed Jul 25, 2018 23:07 UTC | CENTERSPACE IRET · Entity 5008 | PurchaseCommon Shares of Beneficial Interest | 3,000 | $5.33 | $15,990.00 |
DisclosureSEC source: 0001437749-18-013762 · rdgdoc.xml · nonDerivative · entry 3 Kirchmann John · CIK 0001705373 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,571 Read SEC document |
| July 20, 2018 Filed Jul 24, 2018 21:58 UTC | CENTERSPACE IRET · Entity 5008 | GrantRestricted Stock Units · Derivative | 13,493 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-18-013683 · rdgdoc.xml · derivative · entry 4 Kirchmann John · CIK 0001705373 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,429 Underlying: Common Shares of Beneficial Interest · 13,429 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of IRET common stock. F2 · derivative.exercise_date: The restricted stock units vest in cumulative annual increments of one-third on each of July 20, 2019, April 30, 2020 and April 30, 2021, as long as the reporting person is in the employ of the Issuer. Vested shares will be delivered to the reporting person no later than 30 days after vesting. F2 · derivative.expiration_date: The restricted stock units vest in cumulative annual increments of one-third on each of July 20, 2019, April 30, 2020 and April 30, 2021, as long as the reporting person is in the employ of the Issuer. Vested shares will be delivered to the reporting person no later than 30 days after vesting. Read SEC document |
| July 20, 2018 Filed Jul 24, 2018 21:58 UTC | CENTERSPACE IRET · Entity 5008 | PurchaseCommon Shares of Beneficial Interest | 812 | $5.35 | $4,344.20 |
DisclosureSEC source: 0001437749-18-013683 · rdgdoc.xml · nonDerivative · entry 3 Kirchmann John · CIK 0001705373 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Daughter's IRA Disclosed balance after: 1,812 Read SEC document |
| July 20, 2018 Filed Jul 24, 2018 21:58 UTC | CENTERSPACE IRET · Entity 5008 | PurchaseCommon Shares of Beneficial Interest | 3,000 | $5.35 | $16,050.00 |
DisclosureSEC source: 0001437749-18-013683 · rdgdoc.xml · nonDerivative · entry 2 Kirchmann John · CIK 0001705373 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,571 Read SEC document |
| July 12, 2018 Filed Jul 13, 2018 21:22 UTC | CENTERSPACE IRET · Entity 5008 | PurchaseCommon Shares of Beneficial Interest | 18,000 | $5.49 | $98,730.00 |
DisclosureSEC source: 0001437749-18-013317 · rdgdoc.xml · nonDerivative · entry 1 Kirchmann John · CIK 0001705373 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,571 F1 · price: The price reported is the weighted average purchase price for the transactions reported. The prices paid ranged from $5.465to $5.490. The reporting person will provide to the issuer, a security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares purchased at each price within the range. Read SEC document |
| June 21, 2018 Filed Feb 15, 2019 00:02 UTC | CENTERSPACE IRET · Entity 5008 | Exercise / conversionCommon Shares of Beneficial Interest · Derivative | 415 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-002694 · rdgdoc.xml · derivative · entry 5 Kirchmann John · CIK 0001705373 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 830 Underlying: Common Stock · 1,245 shares Expires 2020-05-01 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of IRET common stock. F1 · shares: Effective at the close of market on December 27, 2018, the Issuer effected a 1-for-10 reverse stock split of its issued and outstanding common shares of beneficial interest, resulting in a proportional decrease in the total common shares beneficially owned by the reporting person. All previously reported restricted stock unit and option grants, option exercise prices, and securities convertible into common stock were proportionally adjusted to reflect the reverse split. The reporting person will receive cash in lieu of fractional shares in the reverse stock split. F3 · derivative.exercise_date: Restricted stock units vest in three cumulative annual installments beginning the date shown. F1 · derivative.underlying_shares: Effective at the close of market on December 27, 2018, the Issuer effected a 1-for-10 reverse stock split of its issued and outstanding common shares of beneficial interest, resulting in a proportional decrease in the total common shares beneficially owned by the reporting person. All previously reported restricted stock unit and option grants, option exercise prices, and securities convertible into common stock were proportionally adjusted to reflect the reverse split. The reporting person will receive cash in lieu of fractional shares in the reverse stock split. F1 · balance_after: Effective at the close of market on December 27, 2018, the Issuer effected a 1-for-10 reverse stock split of its issued and outstanding common shares of beneficial interest, resulting in a proportional decrease in the total common shares beneficially owned by the reporting person. All previously reported restricted stock unit and option grants, option exercise prices, and securities convertible into common stock were proportionally adjusted to reflect the reverse split. The reporting person will receive cash in lieu of fractional shares in the reverse stock split. Read SEC document |
| June 21, 2018 Filed Feb 15, 2019 00:02 UTC | CENTERSPACE IRET · Entity 5008 | Exercise / conversionCommon Shares of Beneficial Interest | 415 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-19-002694 · rdgdoc.xml · nonDerivative · entry 1 Kirchmann John · CIK 0001705373 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,156 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. F1 · shares: Effective at the close of market on December 27, 2018, the Issuer effected a 1-for-10 reverse stock split of its issued and outstanding common shares of beneficial interest, resulting in a proportional decrease in the total common shares beneficially owned by the reporting person. All previously reported restricted stock unit and option grants, option exercise prices, and securities convertible into common stock were proportionally adjusted to reflect the reverse split. The reporting person will receive cash in lieu of fractional shares in the reverse stock split. F2 · price: Each restricted stock unit represents a contingent right to receive one share of IRET common stock. F1 · balance_after: Effective at the close of market on December 27, 2018, the Issuer effected a 1-for-10 reverse stock split of its issued and outstanding common shares of beneficial interest, resulting in a proportional decrease in the total common shares beneficially owned by the reporting person. All previously reported restricted stock unit and option grants, option exercise prices, and securities convertible into common stock were proportionally adjusted to reflect the reverse split. The reporting person will receive cash in lieu of fractional shares in the reverse stock split. Read SEC document |
| January 26, 2018 Filed Jan 31, 2018 21:56 UTC | CENTERSPACE IRET · Entity 5008 | PurchaseCommon Shares of Beneficial Interest | 6,900 | $5.65 | $38,971.20 |
DisclosureSEC source: 0001437749-18-001395 · rdgdoc.xml · nonDerivative · entry 1 Kirchmann John · CIK 0001705373 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,571 Read SEC document |
| January 03, 2018 Filed Jan 5, 2018 22:23 UTC | CENTERSPACE IRET · Entity 5008 | PurchaseCommon Shares of Beneficial Interest | 10,000 | $5.68 | $56,800.00 |
DisclosureSEC source: 0001437749-18-000362 · rdgdoc.xml · nonDerivative · entry 1 Kirchmann John · CIK 0001705373 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 17,580 Read SEC document |
| December 27, 2017 Filed Dec 29, 2017 18:11 UTC | CENTERSPACE IRET · Entity 5008 | PurchaseCommon Stock | 1,000 | $5.70 | $5,700.00 |
DisclosureSEC source: 0001437749-17-021299 · rdgdoc.xml · nonDerivative · entry 1 Kirchmann John · CIK 0001705373 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · By daughter Disclosed balance after: 1,000 Read SEC document |
| December 15, 2017 Filed Dec 19, 2017 20:52 UTC | CENTERSPACE IRET · Entity 5008 | GrantCommon Stock | 7,580 | $5.70 | $43,206.00 |
DisclosureSEC source: 0001437749-17-020895 · rdgdoc.xml · nonDerivative · entry 1 Kirchmann John · CIK 0001705373 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 7,580 Read SEC document |
| June 21, 2017 Filed Oct 5, 2017 12:46 UTC | CENTERSPACE IRET · Entity 5008 | GrantRestricted Stock Unit · Derivative | 12,473 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-016847 · rdgdoc.xml · derivative · entry 1 Kirchmann John · CIK 0001705373 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,473 Underlying: Common Share of Beneficial Interest · 12,473 shares Expires 2020-05-01 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one common share of beneficial interest of IRET common stock. F2 · derivative.exercise_date: The restricted stock units vest as to 4,157 shares on June 21, 2018 and 4,158 shares on each of May 1, 2019 and 2020, as long as the reporting person remains in the continuous employ of the Issuer or an affiliate through each applicable vesting date. Vested shares will be delivered to the reporting person no later than 30 days after vesting. Read SEC document |
| April 30, 2017 Filed May 2, 2017 22:35 UTC | CENTERSPACE IRET · Entity 5008 | GrantCommon Shares of Beneficial Interest | 24,671 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-028984 · a4.xml · nonDerivative · entry 1 Kirchmann John · CIK 0001705373 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,671 F1 · shares: Share award was issued under the 2015 Incentive Plan. One third of the shares vest on each of April 30, 2018, April 30, 2019 and April 30, 2020 if recipient remains in the continuous employ of the Company or an affiliate through the applicable vesting date. 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.