Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CAMDEN PROPERTY TRUSTCPT · Entity 3446 | Director | August 13, 2021 | August 17, 2021 |
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.
CAMDEN PROPERTY TRUST
Report date August 13, 2021 · Filed August 17, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 4,156 |
Ending reported balance
After 2021-08-17 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2021-08-13 · Exercise / conversion · Acquired 71,115 · Balance 75,271 F1: Units are redeemable for an equal number of shares of the issuer's Common Stock or, at the election of the issuer, cash equal to the fair market value of such shares. The issuer elected to redeem the reporting person's Units with Common Stock. Row 2 · 2021-08-17 · Sale · Disposed 23,270 · Balance 52,001 F2: The price represents an average of prices ranging from $144.92 to $145.90 per share. The Reporting Person, upon request by the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, will provide full information regarding the number of shares sold at each separate price for this transaction. Row 3 · 2021-08-17 · Sale · Disposed 47,845 · Balance 4,156 F3: The price represents an average of prices ranging from $145.92 to $146.89 per share. The Reporting Person, upon request by the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, will provide full information regarding the number of shares sold at each separate price for this transaction. |
| Limited Partnership Units in Camden Summit Partnership, LPSEC Table II · derivative / convertible security | Direct | 284,000 |
Reported balance
After 2021-08-13 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2021-08-13 · Exercise / conversion · Disposed 71,115 · Balance 284,000 F1: Units are redeemable for an equal number of shares of the issuer's Common Stock or, at the election of the issuer, cash equal to the fair market value of such shares. The issuer elected to redeem the reporting person's Units with Common Stock. F4: There is no exercise date or expiration date for these securities. Each security is redeemable for cash equal to the fair market value of common shares or, at the option of Camden Summit Partnership, L.P., one common share. |
| Common SharesSEC Table I · non-derivative | IndirectBy Spouse | 10,700 |
Reported balance
Holding disclosure · report date 2021-08-13 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 10,700 |
| Common SharesSEC Table I · non-derivative | IndirectBy Charitable Foundation | 24,204 |
Reported balance
Holding disclosure · report date 2021-08-13 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 24,204 |
Filing footnotes · ownership attribution and instrument terms
F1: Units are redeemable for an equal number of shares of the issuer's Common Stock or, at the election of the issuer, cash equal to the fair market value of such shares. The issuer elected to redeem the reporting person's Units with Common Stock.
F2: The price represents an average of prices ranging from $144.92 to $145.90 per share. The Reporting Person, upon request by the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, will provide full information regarding the number of shares sold at each separate price for this transaction.
F3: The price represents an average of prices ranging from $145.92 to $146.89 per share. The Reporting Person, upon request by the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, will provide full information regarding the number of shares sold at each separate price for this transaction.
F4: There is no exercise date or expiration date for these securities. Each security is redeemable for cash equal to the fair market value of common shares or, at the option of Camden Summit Partnership, L.P., one common share.
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 17, 2021 Filed Aug 17, 2021 21:25 UTC | CAMDEN PROPERTY TRUST CPT · Entity 3446 | SaleCommon Shares | 47,845 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-051961 · doc4.xml · nonDerivative · entry 3 PAULSEN WILLIAM F · CIK 0001215403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,156 F3 · price: The price represents an average of prices ranging from $145.92 to $146.89 per share. The Reporting Person, upon request by the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, will provide full information regarding the number of shares sold at each separate price for this transaction. Read SEC document |
| August 17, 2021 Filed Aug 17, 2021 21:25 UTC | CAMDEN PROPERTY TRUST CPT · Entity 3446 | SaleCommon Shares | 23,270 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-051961 · doc4.xml · nonDerivative · entry 2 PAULSEN WILLIAM F · CIK 0001215403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,001 F2 · price: The price represents an average of prices ranging from $144.92 to $145.90 per share. The Reporting Person, upon request by the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, will provide full information regarding the number of shares sold at each separate price for this transaction. Read SEC document |
| August 13, 2021 Filed Aug 17, 2021 21:25 UTC | CAMDEN PROPERTY TRUST CPT · Entity 3446 | Exercise / conversionLimited Partnership Units in Camden Summit Partnership, LP · Derivative | 71,115 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-051961 · doc4.xml · derivative · entry 6 PAULSEN WILLIAM F · CIK 0001215403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 284,000 Underlying: Common Shares · 71,115 shares Expires not disclosed 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 · derivative.exercise_price: Units are redeemable for an equal number of shares of the issuer's Common Stock or, at the election of the issuer, cash equal to the fair market value of such shares. The issuer elected to redeem the reporting person's Units with Common Stock. F1 · price: Units are redeemable for an equal number of shares of the issuer's Common Stock or, at the election of the issuer, cash equal to the fair market value of such shares. The issuer elected to redeem the reporting person's Units with Common Stock. F4 · derivative.exercise_date: There is no exercise date or expiration date for these securities. Each security is redeemable for cash equal to the fair market value of common shares or, at the option of Camden Summit Partnership, L.P., one common share. F4 · derivative.expiration_date: There is no exercise date or expiration date for these securities. Each security is redeemable for cash equal to the fair market value of common shares or, at the option of Camden Summit Partnership, L.P., one common share. Read SEC document |
| August 13, 2021 Filed Aug 17, 2021 21:25 UTC | CAMDEN PROPERTY TRUST CPT · Entity 3446 | Exercise / conversionCommon Shares | 71,115 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-051961 · doc4.xml · nonDerivative · entry 1 PAULSEN WILLIAM F · CIK 0001215403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,271 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 · price: Units are redeemable for an equal number of shares of the issuer's Common Stock or, at the election of the issuer, cash equal to the fair market value of such shares. The issuer elected to redeem the reporting person's Units with Common Stock. Read SEC document |
| May 13, 2021 Filed May 17, 2021 21:54 UTC | CAMDEN PROPERTY TRUST CPT · Entity 3446 | GrantCommon Shares | 1,693 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-033244 · doc4.xml · nonDerivative · entry 1 PAULSEN WILLIAM F · CIK 0001215403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,156 Read SEC document |
| March 23, 2021 Filed Mar 24, 2021 21:10 UTC | CAMDEN PROPERTY TRUST CPT · Entity 3446 | SaleCommon Shares | 5,500 | $108.57 | $597,135.00 |
DisclosureSEC source: 0001209191-21-022892 · doc4.xml · nonDerivative · entry 1 PAULSEN WILLIAM F · CIK 0001215403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 10,700 F1 · price: The price represents a weighted average of prices ranging from $108.06 to $109.02 per share. The Reporting Person, upon request by the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, will provide full information regarding the number of shares sold at each separate price for this transaction. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 21:02 UTC | CAMDEN PROPERTY TRUST CPT · Entity 3446 | SaleCommon Shares | 5,500 | $110.26 | $606,430.00 |
DisclosureSEC source: 0001209191-21-021412 · doc4.xml · nonDerivative · entry 1 PAULSEN WILLIAM F · CIK 0001215403 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 16,200 F1 · price: The price reflects a weighted average at prices ranging from $110.23 to $110.37 per share. The Reporting Person, upon request by the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, will provide full information regarding the number of shares sold at each separate price for this transaction. Read SEC document |
| May 13, 2020 Filed May 15, 2020 20:06 UTC | CAMDEN PROPERTY TRUST CPT · Entity 3446 | GrantCommon Shares | 2,463 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-029708 · doc4.xml · nonDerivative · entry 1 PAULSEN WILLIAM F · CIK 0001215403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,463 Read SEC document |
| May 21, 2019 Filed May 22, 2019 22:06 UTC | CAMDEN PROPERTY TRUST CPT · Entity 3446 | SaleCommon Shares | 1,979 | $102.19 | $202,234.01 |
DisclosureSEC source: 0001209191-19-032154 · doc4.xml · nonDerivative · entry 1 PAULSEN WILLIAM F · CIK 0001215403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 09, 2019 Filed May 13, 2019 21:10 UTC | CAMDEN PROPERTY TRUST CPT · Entity 3446 | GrantCommon Shares | 1,979 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-029389 · doc4.xml · nonDerivative · entry 1 PAULSEN WILLIAM F · CIK 0001215403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,979 Read SEC document |
| February 05, 2019 Filed Feb 6, 2019 23:09 UTC | CAMDEN PROPERTY TRUST CPT · Entity 3446 | SaleCommon Shares | 2,890 | $97.17 | $280,821.30 |
DisclosureSEC source: 0001209191-19-007857 · doc4.xml · nonDerivative · entry 1 PAULSEN WILLIAM F · CIK 0001215403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| December 21, 2018 Filed Dec 26, 2018 22:00 UTC | CAMDEN PROPERTY TRUST CPT · Entity 3446 | SaleCommon Shares | 11,344 | $89.38 | $1,013,926.72 |
DisclosureSEC source: 0001209191-18-064118 · doc4.xml · nonDerivative · entry 1 PAULSEN WILLIAM F · CIK 0001215403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,890 F1 · price: Price is a weighted average price. Shares were sold in multiple transactions at prices ranging from $89.29 to $89.54, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 22:27 UTC | CAMDEN PROPERTY TRUST CPT · Entity 3446 | SaleCommon Shares | 2,190 | $90.54 | $198,282.60 |
DisclosureSEC source: 0001209191-18-036144 · doc4.xml · nonDerivative · entry 1 PAULSEN WILLIAM F · CIK 0001215403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,234 Read SEC document |
| May 17, 2018 Filed May 21, 2018 20:47 UTC | CAMDEN PROPERTY TRUST CPT · Entity 3446 | GrantCommon Shares | 2,190 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-031907 · doc4.xml · nonDerivative · entry 1 PAULSEN WILLIAM F · CIK 0001215403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,424 Read SEC document |
| February 08, 2018 Filed Feb 12, 2018 23:05 UTC | CAMDEN PROPERTY TRUST CPT · Entity 3446 | GiftCommon Shares | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-009331 · doc4.xml · nonDerivative · entry 1 PAULSEN WILLIAM F · CIK 0001215403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,234 F1 · timeliness: The disposition represents a bona fide gift by the reporting person. Read SEC document |
| June 13, 2017 Filed Jun 14, 2017 22:46 UTC | CAMDEN PROPERTY TRUST CPT · Entity 3446 | SaleCommon Shares | 2,227 | $87.18 | $194,140.95 |
DisclosureSEC source: 0001209191-17-039929 · doc4.xml · nonDerivative · entry 1 PAULSEN WILLIAM F · CIK 0001215403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,284 Read SEC document |
| May 12, 2017 Filed May 16, 2017 21:19 UTC | CAMDEN PROPERTY TRUST CPT · Entity 3446 | GrantCommon Shares | 2,227 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-032801 · doc4.xml · nonDerivative · entry 1 PAULSEN WILLIAM F · CIK 0001215403 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,511 F1 · balance_after: Reflects a change to the amount of securities beneficially owned to correct the number of shares held by the reporting person. 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.