Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Presidio Property Trust, Inc.SQFT · Entity 8487 | Director · D&O of affiliated companies | January 03, 2022 | January 07, 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.
Presidio Property Trust, Inc.
Report date January 03, 2022 · Filed January 07, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock - Series ASEC Table I · non-derivative | Direct | 144,574 |
Ending reported balance
After 2022-01-06 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2022-01-03 · Grant · Acquired 10,508 · Balance 133,949 F1: Restricted shares granted pursuant to the Company's 2017 Incentive Award Plan. These shares vest evenly over a three (3) year period at the end of each calendar year. F2: Reflects trailing 20 day average closing price for grants issued. Row 2 · 2022-01-03 · Grant · Acquired 21,017 · Balance 154,966 F3: Restricted shares granted pursuant to the Company's 2017 Incentive Award Plan. These shares vest on the date of grant. F2: Reflects trailing 20 day average closing price for grants issued. Row 3 · 2022-01-04 · Tax withholding · Disposed 3,967 · Balance 150,999 F4: Reporting Person elected to have the Company withhold shares otherwise issuable to cover tax liabilities in connection with shares that vested on 12/31/2021 and 01/03/2022. F5: Reflects weighted average of sales price per share to cover tax liabilities for shares scheduled that vested on 12/31/2021 and 01/03/2022. Row 4 · 2022-01-06 · Tax withholding · Disposed 6,425 · Balance 144,574 F4: Reporting Person elected to have the Company withhold shares otherwise issuable to cover tax liabilities in connection with shares that vested on 12/31/2021 and 01/03/2022. F5: Reflects weighted average of sales price per share to cover tax liabilities for shares scheduled that vested on 12/31/2021 and 01/03/2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted shares granted pursuant to the Company's 2017 Incentive Award Plan. These shares vest evenly over a three (3) year period at the end of each calendar year.
F2: Reflects trailing 20 day average closing price for grants issued.
F3: Restricted shares granted pursuant to the Company's 2017 Incentive Award Plan. These shares vest on the date of grant.
F4: Reporting Person elected to have the Company withhold shares otherwise issuable to cover tax liabilities in connection with shares that vested on 12/31/2021 and 01/03/2022.
F5: Reflects weighted average of sales price per share to cover tax liabilities for shares scheduled that vested on 12/31/2021 and 01/03/2022.
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 |
|---|---|---|---|---|---|---|
| January 06, 2022 Filed Jan 7, 2022 18:07 UTC | Presidio Property Trust, Inc. SQFT · Entity 8487 | Tax withholdingCommon Stock - Series A | 6,425 | $3.76 | $24,183.70 |
DisclosureSEC source: 0001209191-22-002324 · doc4.xml · nonDerivative · entry 4 Dubose Larry Gene · CIK 0001438084 · Director · D&O of affiliated companies 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,574 F4 · shares: Reporting Person elected to have the Company withhold shares otherwise issuable to cover tax liabilities in connection with shares that vested on 12/31/2021 and 01/03/2022. F5 · price: Reflects weighted average of sales price per share to cover tax liabilities for shares scheduled that vested on 12/31/2021 and 01/03/2022. Read SEC document |
| January 04, 2022 Filed Jan 7, 2022 18:07 UTC | Presidio Property Trust, Inc. SQFT · Entity 8487 | Tax withholdingCommon Stock - Series A | 3,967 | $3.83 | $15,197.18 |
DisclosureSEC source: 0001209191-22-002324 · doc4.xml · nonDerivative · entry 3 Dubose Larry Gene · CIK 0001438084 · Director · D&O of affiliated companies 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,999 F4 · shares: Reporting Person elected to have the Company withhold shares otherwise issuable to cover tax liabilities in connection with shares that vested on 12/31/2021 and 01/03/2022. F5 · price: Reflects weighted average of sales price per share to cover tax liabilities for shares scheduled that vested on 12/31/2021 and 01/03/2022. Read SEC document |
| January 03, 2022 Filed Jan 7, 2022 18:07 UTC | Presidio Property Trust, Inc. SQFT · Entity 8487 | GrantCommon Stock - Series A | 21,017 | $3.81 | $80,074.77 |
DisclosureSEC source: 0001209191-22-002324 · doc4.xml · nonDerivative · entry 2 Dubose Larry Gene · CIK 0001438084 · Director · D&O of affiliated companies 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,966 F3 · shares: Restricted shares granted pursuant to the Company's 2017 Incentive Award Plan. These shares vest on the date of grant. F2 · price: Reflects trailing 20 day average closing price for grants issued. Read SEC document |
| January 03, 2022 Filed Jan 7, 2022 18:07 UTC | Presidio Property Trust, Inc. SQFT · Entity 8487 | GrantCommon Stock - Series A | 10,508 | $3.81 | $40,035.48 |
DisclosureSEC source: 0001209191-22-002324 · doc4.xml · nonDerivative · entry 1 Dubose Larry Gene · CIK 0001438084 · Director · D&O of affiliated companies 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,949 F1 · shares: Restricted shares granted pursuant to the Company's 2017 Incentive Award Plan. These shares vest evenly over a three (3) year period at the end of each calendar year. F2 · price: Reflects trailing 20 day average closing price for grants issued. Read SEC document |
| August 16, 2021 Filed Aug 16, 2021 22:52 UTC | Presidio Property Trust, Inc. SQFT · Entity 8487 | PurchaseCommon Stock - Series A | 827 | $3.51 | $2,902.77 |
DisclosureSEC source: 0001209191-21-051691 · doc4.xml · nonDerivative · entry 2 Dubose Larry Gene · CIK 0001438084 · Director · D&O of affiliated companies 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,441 Read SEC document |
| August 13, 2021 Filed Aug 16, 2021 22:52 UTC | Presidio Property Trust, Inc. SQFT · Entity 8487 | PurchaseCommon Stock - Series A | 7,400 | $3.61 | $26,714.00 |
DisclosureSEC source: 0001209191-21-051691 · doc4.xml · nonDerivative · entry 1 Dubose Larry Gene · CIK 0001438084 · Director · D&O of affiliated companies 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,614 Read SEC document |
| January 21, 2021 Filed Jan 25, 2021 21:42 UTC | Presidio Property Trust, Inc. SQFT · Entity 8487 | GrantCOMMON STOCK - SERIES A | 22,728 | $4.00 | $90,912.00 |
DisclosureSEC source: 0001209191-21-005094 · doc4.xml · nonDerivative · entry 1 Dubose Larry Gene · CIK 0001438084 · Director · D&O of affiliated companies 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,214 F1 · shares: Restricted shares granted pursuant to the Company's 2017 Incentive Award Plan. These shares vest on the date of grant. F2 · price: Reflects closing price of SQFT on the date of grant. Read SEC document |
| January 06, 2021 Filed Jan 7, 2021 23:15 UTC | Presidio Property Trust, Inc. SQFT · Entity 8487 | Tax withholdingCOMMON STOCK - SERIES A | 2,510 | $3.88 | $9,738.80 |
DisclosureSEC source: 0001209191-21-002588 · doc4.xml · nonDerivative · entry 1 Dubose Larry Gene · CIK 0001438084 · Director · D&O of affiliated companies 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,486 F1 · shares: Reporting Person elected to have the Company withhold shares otherwise issuable to cover tax liabilities in connection with shares scheduled to vest on 12/31/2020. F2 · price: Reflects weighted average of sales price per share to cover tax liabilities for shares scheduled to vest on 12/31/2020. Read SEC document |
| January 04, 2021 Filed Jan 5, 2021 21:09 UTC | Presidio Property Trust, Inc. SQFT · Entity 8487 | GrantCOMMON STOCK - SERIES A | 25,974 | $4.13 | $107,272.62 |
DisclosureSEC source: 0001209191-21-000956 · doc4.xml · nonDerivative · entry 1 Dubose Larry Gene · CIK 0001438084 · Director · D&O of affiliated companies 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,996 F1 · shares: Restricted shares granted pursuant to the Company's 2017 Incentive Award Plan. These shares vest annually in three (3) equal installments, beginning on 12/31/2021. F2 · price: Reflects closing price of SQFT on the date of grant. F3 · balance_after: Reflects effect of 1-for-2 reverse stock split, effective July 29, 2020. Read SEC document |
| January 02, 2020 Filed Jan 2, 2020 12:00 UTC | Presidio Property Trust, Inc. NONE · Entity 8487 | GrantCOMMON STOCK - SERIES A | 20,548 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-000023 · doc4.xml · nonDerivative · entry 1 Dubose Larry Gene · CIK 0001438084 · Director · D&O of affiliated companies 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,043 F1 · shares: Restricted shares granted pursuant to the Company's 2017 Incentive Award Plan. These shares vest annually in three (3) equal installments, beginning on 12/31/2020. F1 · price: Restricted shares granted pursuant to the Company's 2017 Incentive Award Plan. These shares vest annually in three (3) equal installments, beginning on 12/31/2020. F2 · balance_after: The amount reported reflects 19,581 additional shares to correct discrepancies between amounts previously reported and current records. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 23:59 UTC | Presidio Property Trust, Inc. NONE · Entity 8487 | GrantCommon Stock - Series A | 6,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-001371 · doc4.xml · nonDerivative · entry 1 Dubose Larry Gene · CIK 0001438084 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,090 F1 · shares: Shares granted pursuant to the Company's 2017 Incentive Award Plan and vest annually in three (3) equal installments. F1 · price: Shares granted pursuant to the Company's 2017 Incentive Award Plan and vest annually in three (3) equal installments. Read SEC document |
| January 01, 2018 Filed Apr 10, 2019 19:51 UTC | Presidio Property Trust, Inc. NONE · Entity 8487 | GrantCommon Stock - Series A | 14,074 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-024231 · doc4.xml · nonDerivative · entry 1 Dubose Larry Gene · CIK 0001438084 · Director · D&O of affiliated companies 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,914 F1 · shares: Shares granted pursuant to the Company's 2017 Incentive Award Plan and vest annually in three (3) equal installments. F2 · balance_after: Reflects the amount of securities beneficially owned as reported on January 3, 2017 increased by the shares acquired as currently reported. Read SEC document |
| January 03, 2017 Filed Jan 3, 2017 21:46 UTC | Presidio Property Trust, Inc. NONE · Entity 8487 | GrantCommon Series A | 8,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000300 · doc4.xml · nonDerivative · entry 1 Dubose Larry Gene · CIK 0001438084 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,839.96 F1 · price: Restricted Stock granted pursuant to Director and Officer Compensation Plan and subject to a ten-year vesting period. 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.