Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CBRE GROUP, INC.CBRE · Entity 3066 | See Remarks | March 03, 2022 | March 08, 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.
CBRE GROUP, INC.
Report date March 03, 2022 · Filed March 08, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 237,213 |
Reported balance
After 2022-03-03 transaction · row 1
1 source rowRow 1 · 2022-03-03 · Tax withholding · Disposed 4,067 · Balance 237,213 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Lafitte 2020 Irrevocable Trust F/B/O Michael J. Lafitte | 89,539 |
Reported balance
Holding disclosure · report date 2022-03-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 89,539 |
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 |
|---|---|---|---|---|---|---|
| August 14, 2017 Filed Aug 16, 2017 00:53 UTC | CBRE GROUP, INC. CBG · Entity 3066 | Tax withholdingClass A Common Stock | 29,359 | $36.05 | $1,058,391.95 |
DisclosureSEC source: 0001225208-17-014068 · doc4.xml · nonDerivative · entry 2 LAFITTE MICHAEL J · CIK 0001185422 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336,342 Read SEC document |
| August 11, 2017 Filed Aug 16, 2017 00:53 UTC | CBRE GROUP, INC. CBG · Entity 3066 | Tax withholdingClass A Common Stock | 4,073 | $35.77 | $145,691.21 |
DisclosureSEC source: 0001225208-17-014068 · doc4.xml · nonDerivative · entry 1 LAFITTE MICHAEL J · CIK 0001185422 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 365,701 Read SEC document |
| June 28, 2017 Filed Jun 30, 2017 21:17 UTC | CBRE GROUP, INC. CBG · Entity 3066 | SaleClass A Common Stock | 15,000 | $37.02 | $555,252.00 |
DisclosureSEC source: 0001225208-17-011791 · doc4.xml · nonDerivative · entry 1 LAFITTE MICHAEL J · CIK 0001185422 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 369,774 F1 · kind: The reporting person previously adopted a 10b5-1 trading plan, and this transaction was automatically effected pursuant to that plan. F2 · price: This transaction was executed in multiple trades at prices ranging from $37.00 to $37.10. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 01:21 UTC | CBRE GROUP, INC. CBG · Entity 3066 | GiftClass A Common Stock | 2,968 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-005818 · doc4.xml · nonDerivative · entry 3 LAFITTE MICHAEL J · CIK 0001185422 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 384,774 Read SEC document |
| March 03, 2017 Filed Mar 8, 2017 01:21 UTC | CBRE GROUP, INC. CBG · Entity 3066 | GrantClass A Common Stock | 31,841 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-005818 · doc4.xml · nonDerivative · entry 2 LAFITTE MICHAEL J · CIK 0001185422 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 387,742 F2 · kind: The Issuer granted these restricted stock units to the Reporting Person on March 3, 2017 as part of the Reporting Person's 2017 annual management equity award. These restricted stock units will vest at a rate of 25% per year on each of March 3, 2018, 2019, 2020 and 2021, subject to forfeiture or acceleration in certain circumstances as set forth in the award agreement. Read SEC document |
| March 03, 2017 Filed Mar 8, 2017 01:21 UTC | CBRE GROUP, INC. CBG · Entity 3066 | GrantClass A Common Stock | 47,848 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-005818 · doc4.xml · nonDerivative · entry 1 LAFITTE MICHAEL J · CIK 0001185422 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355,901 F1 · kind: The Issuer granted these securities to the Reporting Person in August 2014 as part of the Reporting Person's 2014 annual management equity award. On March 3, 2017, the Compensation Committee of the Board of Directors of the Issuer certified the Issuer's Adjusted EPS performance necessary for this award to vest. As such, these securities will vest in full on August 14, 2017, subject to forfeiture in certain circumstances as set forth in the award agreement. Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 00:30 UTC | CBRE GROUP, INC. CBG · Entity 3066 | SaleClass A Common Stock | 15,000 | $35.00 | $525,031.50 |
DisclosureSEC source: 0001225208-17-003284 · doc4.xml · nonDerivative · entry 1 LAFITTE MICHAEL J · CIK 0001185422 · See Remarks (1) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 308,053 F1 · kind: The reporting person previously adopted a 10b5-1 trading plan, and this transaction was automatically effected pursuant to that plan. F2 · price: This transaction was executed in multiple trades at prices ranging from $35.00 to $35.03. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| December 08, 2016 Filed Dec 9, 2016 22:09 UTC | CBRE GROUP, INC. CBG · Entity 3066 | SaleClass A Common Stock | 15,000 | $33.01 | $495,118.50 |
DisclosureSEC source: 0001225208-16-042973 · doc4.xml · nonDerivative · entry 1 LAFITTE MICHAEL J · CIK 0001185422 · See Remarks (1) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 323,053 F1 · kind: The reporting person previously adopted a 10b5-1 trading plan, and this transaction was automatically effected pursuant to that plan. F2 · price: This transaction was executed in multiple trades at prices ranging from $33.00 to $33.06. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| September 07, 2016 Filed Sep 9, 2016 21:35 UTC | CBRE GROUP, INC. CBG · Entity 3066 | SaleClass A Common Stock | 25,000 | $29.90 | $747,550.00 |
DisclosureSEC source: 0001225208-16-039210 · doc4.xml · nonDerivative · entry 1 LAFITTE MICHAEL J · CIK 0001185422 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 338,053 F1 · price: This transaction was executed in multiple trades at prices ranging from $29.90 to $29.93. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| September 05, 2016 Filed Sep 7, 2016 22:11 UTC | CBRE GROUP, INC. CBG · Entity 3066 | Tax withholdingClass A Common Stock | 31,107 | $30.17 | $938,498.19 |
DisclosureSEC source: 0001225208-16-039033 · doc4.xml · nonDerivative · entry 1 LAFITTE MICHAEL J · CIK 0001185422 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 363,053 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.