Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICOLD REALTY TRUSTCOLD · Entity 4019 | EVP & Chief Legal Officer | March 08, 2023 | March 10, 2023 |
| HOME DEPOT, INC.HD · Entity 2816 | VP-Sec. & Acting Gen Counsel | May 24, 2007 | May 29, 2007 |
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.
AMERICOLD REALTY TRUST
Report date March 08, 2023 · Filed March 10, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Operating Partnership Profits UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 8,084 |
Reported balance
After 2023-03-08 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-03-08 · Grant · Acquired 8,084 · Balance 8,084 F1: Represents OP Profits Units ("OP Profits Units")of Americold Realty Operating Partnership, L.P. ("Operating Partnership"), which will vest ratably on March 8, 2023, 2024 and 2025. The OP Profits Units were issued to the reporting person pursuant to the Americold Realty Trust 2017 Equity Plan. F2: Conditioned upon minimum allocations to the capital accounts of the OP Profits Units for federal income tax purposes, each vested OP Profits Unit may be converted, at the election of the holder, into a common unit of limited partnership interest in the Operating Partnership (a "Common Unit"). Each Common Unit acquired upon conversion of a vested OP Profits Unit may, at the election of the holder, be presented for redemption for cash equal to the then fair market value of a share of Americold Realty Trust, Inc. (the "Company") common stock (the "Common Stock"), except that the Company may, at its election, acquire each Common Unit so presented for one share of Common Stock. The rights to convert vested OP Profits Units into Common Units and redeem Common Units have no expiration dates. |
| Performance OP Profits UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 12,125 |
Reported balance
After 2023-03-08 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-03-08 · Grant · Acquired 12,125 · Balance 12,125 F3: Each performance-based restricted stock unit ("PRSU") represents the right to acquire one share of Americold Realty Trust, Inc. common stock. Vesting of the PRUs will be determined based upon a comparison of the Company's total shareholder return ("TSR") on a relative basis to the MSCI U.S. REIT Index at the end of the applicable performance period (Jan. 1, 2023 - Dec. 31, 2025). The RSUs will vest, if at all, at the end of the 3-year period contingent upon the achievement of the pre-established TSR goal. The PRSUs were issued to the reporting person pursuant to the Americold Realty Trust 2017 Equity Plan. F4: Conditioned upon minimum allocations to the capital accounts of the Performance OP Profits Units for federal income tax purposes, each vested Performance OP Profits Unit may be converted, at the election of the holder, into a common unit of limited partnership interest in the Operating Partnership (a "Common Unit"). Each Common Unit acquired upon conversion of a vested Performance OP Profits Unit may, at the election of the holder, be presented for redemption for cash equal to the then fair market value of a share of Americold Realty Trust, Inc. (the "Company") common stock (the "Common Stock"), except that the Company may, at its election, acquire each Common Unit so presented for one share of Common Stock. The rights to convert vested Performance OP Profits Units into Common Units and redeem Common Units have no expiration dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents OP Profits Units ("OP Profits Units")of Americold Realty Operating Partnership, L.P. ("Operating Partnership"), which will vest ratably on March 8, 2023, 2024 and 2025. The OP Profits Units were issued to the reporting person pursuant to the Americold Realty Trust 2017 Equity Plan.
F2: Conditioned upon minimum allocations to the capital accounts of the OP Profits Units for federal income tax purposes, each vested OP Profits Unit may be converted, at the election of the holder, into a common unit of limited partnership interest in the Operating Partnership (a "Common Unit"). Each Common Unit acquired upon conversion of a vested OP Profits Unit may, at the election of the holder, be presented for redemption for cash equal to the then fair market value of a share of Americold Realty Trust, Inc. (the "Company") common stock (the "Common Stock"), except that the Company may, at its election, acquire each Common Unit so presented for one share of Common Stock. The rights to convert vested OP Profits Units into Common Units and redeem Common Units have no expiration dates.
F3: Each performance-based restricted stock unit ("PRSU") represents the right to acquire one share of Americold Realty Trust, Inc. common stock. Vesting of the PRUs will be determined based upon a comparison of the Company's total shareholder return ("TSR") on a relative basis to the MSCI U.S. REIT Index at the end of the applicable performance period (Jan. 1, 2023 - Dec. 31, 2025). The RSUs will vest, if at all, at the end of the 3-year period contingent upon the achievement of the pre-established TSR goal. The PRSUs were issued to the reporting person pursuant to the Americold Realty Trust 2017 Equity Plan.
F4: Conditioned upon minimum allocations to the capital accounts of the Performance OP Profits Units for federal income tax purposes, each vested Performance OP Profits Unit may be converted, at the election of the holder, into a common unit of limited partnership interest in the Operating Partnership (a "Common Unit"). Each Common Unit acquired upon conversion of a vested Performance OP Profits Unit may, at the election of the holder, be presented for redemption for cash equal to the then fair market value of a share of Americold Realty Trust, Inc. (the "Company") common stock (the "Common Stock"), except that the Company may, at its election, acquire each Common Unit so presented for one share of Common Stock. The rights to convert vested Performance OP Profits Units into Common Units and redeem Common Units have no expiration dates.
HOME DEPOT, INC.
Report date May 24, 2007 · Filed May 29, 2007
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| $.05 Common StockSEC Table I · non-derivative | Direct | 38,840.2965 |
Reported balance
After 2007-05-24 transaction · row 1
1 source rowRow 1 · 2007-05-24 · Grant · Acquired 7,702 · Balance 38,840.2965 F1: The restricted shares were issued under The Home Depot, Inc. 2005 Omnibus Stock Incentive Plan and vest 100% on the 3rd anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted shares were issued under The Home Depot, Inc. 2005 Omnibus Stock Incentive Plan and vest 100% on the 3rd anniversary of the grant date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 24, 2007 Filed May 29, 2007 21:58 UTC | HOME DEPOT, INC. HD · Entity 2816 | Grant$.05 Common Stock | 7,702 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-033482 · doc4.xml · nonDerivative · entry 1 Snyder James C JR · CIK 0001389389 · VP-Sec. & Acting Gen Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,840.2965 F1 · shares: The restricted shares were issued under The Home Depot, Inc. 2005 Omnibus Stock Incentive Plan and vest 100% on the 3rd anniversary of the grant date. Read SEC document |
| March 21, 2007 Filed Mar 23, 2007 21:39 UTC | HOME DEPOT, INC. HD · Entity 2816 | GrantEmployee Stock Options · Derivative | 21,306 | $38.74 | $825,394.44 |
DisclosureSEC source: 0001209191-07-019528 · doc4.xml · derivative · entry 2 Snyder James C JR · CIK 0001389389 · VP-Sec. & Acting Gen Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,906 Underlying: Common Stock · 21,306 shares Expires 2017-03-20 F2 · derivative.exercise_price: The stock options were issued under The Home Depot, Inc. 2005 Omnibus Stock Incentive Plan and vest in 25% increments beginning year 2 of the grant date. F2 · derivative.exercise_date: The stock options were issued under The Home Depot, Inc. 2005 Omnibus Stock Incentive Plan and vest in 25% increments beginning year 2 of the grant date. F2 · derivative.expiration_date: The stock options were issued under The Home Depot, Inc. 2005 Omnibus Stock Incentive Plan and vest in 25% increments beginning year 2 of the grant date. Read SEC document |
| March 21, 2007 Filed Mar 23, 2007 21:39 UTC | HOME DEPOT, INC. HD · Entity 2816 | Grant$.05 Common Stock | 5,807 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-019528 · doc4.xml · nonDerivative · entry 1 Snyder James C JR · CIK 0001389389 · VP-Sec. & Acting Gen Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,138.2965 F1 · shares: The restricted shares were issued under The Home Depot, Inc. 2005 Omnibus Stock Incentive Plan and vest 100% on the 5th anniversary of the grant 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.