Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ESSENTIAL PROPERTIES REALTY TRUST, INC.EPRT · Entity 3748 | Director | June 15, 2023 | July 17, 2023 |
| GENERAL ELECTRIC COGE · Entity 2813 | Senior Vice President | February 22, 2006 | February 24, 2006 |
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.
ESSENTIAL PROPERTIES REALTY TRUST, INC.
Report date June 15, 2023 · Filed July 17, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 57,154 |
Reported balance
After 2023-06-15 transaction · row 1
1 source rowRow 1 · 2023-06-15 · Grant · Acquired 3,988 · Balance 57,154 F1: Reflects a grant of restricted stock units that vest on the earlier of (i) the first anniversary of the date of grant and (ii) the first annual meeting of the Issuer's stockholders that occurs after the date of grant, subject to the reporting person's continued service on the Issuer's board of directors through the vesting date. Each restricted stock unit represents a contingent right to receive one share of common stock, $0.01 par value per share, of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a grant of restricted stock units that vest on the earlier of (i) the first anniversary of the date of grant and (ii) the first annual meeting of the Issuer's stockholders that occurs after the date of grant, subject to the reporting person's continued service on the Issuer's board of directors through the vesting date. Each restricted stock unit represents a contingent right to receive one share of common stock, $0.01 par value per share, of the Issuer.
GENERAL ELECTRIC CO
Report date February 22, 2006 · Filed February 24, 2006
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 20,861 |
Reported balance
After 2006-02-22 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2006-02-22 · Grant · Acquired 778 · Balance 20,861 F1: 1-for-1 F2: Reallocable to other investment media. Payable after termination of employment. Total includes accrued dividends. |
Filing footnotes · ownership attribution and instrument terms
F1: 1-for-1
F2: Reallocable to other investment media. Payable after termination of employment. Total includes accrued dividends.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Beacon Financial Corp
Report date May 16, 2019 · Filed May 20, 2019
Section 16 reporting ended · disclosed 2019-05-20. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,437 |
Reported balance
Holding disclosure · report date 2019-05-16 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 10,437 |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award III | 329 |
Reported balance
Holding disclosure · report date 2019-05-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 329 F1: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2013 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2018. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award IV | 620 |
Reported balance
Holding disclosure · report date 2019-05-16 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 620 F2: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2013 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2019. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award V | 1,613 |
Reported balance
Holding disclosure · report date 2019-05-16 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,613 F3: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2013 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2013 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2018.
F2: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2013 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2019.
F3: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2013 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2020.
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 |
|---|---|---|---|---|---|---|
| June 15, 2023 Filed Jul 17, 2023 20:25 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 3,988 | $0.00 | $0.00 |
DisclosureSEC source: 0001728951-23-000071 · wf-form4_168962549926618.xml · nonDerivative · entry 1 Bossidy Paul T · CIK 0001335108 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,154 F1 · shares: Reflects a grant of restricted stock units that vest on the earlier of (i) the first anniversary of the date of grant and (ii) the first annual meeting of the Issuer's stockholders that occurs after the date of grant, subject to the reporting person's continued service on the Issuer's board of directors through the vesting date. Each restricted stock unit represents a contingent right to receive one share of common stock, $0.01 par value per share, of the Issuer. Read SEC document |
| May 16, 2022 Filed May 17, 2022 21:55 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 4,323 | $0.00 | $0.00 |
DisclosureSEC source: 0001728951-22-000073 · wf-form4_165282450705148.xml · nonDerivative · entry 1 Bossidy Paul T · CIK 0001335108 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,166 F1 · shares: Reflects a grant of restricted stock units that vest on the earlier of (i) the first anniversary of the date of grant and (ii) the first annual meeting of the Issuer's stockholders that occurs after the date of grant, subject to the reporting person's continued service on the Issuer's board of directors through the vesting date. Each restricted stock unit represents a contingent right to receive one share of common stock, $0.01 par value per share, of the Issuer. Read SEC document |
| May 24, 2021 Filed May 26, 2021 20:05 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 2,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001728951-21-000049 · wf-form4_162205949943634.xml · nonDerivative · entry 1 Bossidy Paul T · CIK 0001335108 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,843 F1 · shares: Reflects a grant of restricted stock units that vest on the earlier of (i) the first anniversary of the date of grant and (ii) the first annual meeting of the Issuer's stockholders that occurs after the date of grant, subject to the reporting person's continued service on the Issuer's board of directors through the vesting date. Each restricted stock unit represents a contingent right to receive one share of common stock, $0.01 par value per share, of the Issuer. Read SEC document |
| June 25, 2020 Filed Jun 30, 2020 01:44 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 3,831 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-039365 · doc4.xml · nonDerivative · entry 1 Bossidy Paul T · CIK 0001335108 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,448 F1 · shares: Reflects a grant of restricted stock units that vest on the earlier of (i) the first anniversary of the date of grant and (ii) the first annual meeting of the Issuer's stockholders that occurs after the date of grant, subject to the reporting person's continued service on the Issuer's board of directors through the vesting date. Each restricted stock unit represents a contingent right to receive one share of common stock, $0.01 par value per share, of the Issuer. Read SEC document |
| March 19, 2020 Filed Mar 20, 2020 21:58 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | PurchaseCommon Stock | 16,000 | $8.94 | $143,000.00 |
DisclosureSEC source: 0001209191-20-020517 · doc4.xml · nonDerivative · entry 1 Bossidy Paul T · CIK 0001335108 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,617 Read SEC document |
| June 25, 2019 Filed Jun 27, 2019 14:25 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 2,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-039199 · doc4.xml · nonDerivative · entry 1 Bossidy Paul T · CIK 0001335108 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,617 F1 · shares: Reflects a grant of restricted stock units that vest on the earlier of (i) the first anniversary of the date of grant and (ii) the first annual meeting of the Issuer's stockholders that occurs after the date of grant, subject to the reporting person's continued service on the Issuer's board of directors through the vesting date. Each restricted stock unit represents a contingent right to receive one share of common stock, $0.01 par value per share, of the Issuer. Read SEC document |
| June 10, 2019 Filed Jun 12, 2019 13:23 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | PurchaseCommon Stock | 1,000 | $20.94 | $20,937.40 |
DisclosureSEC source: 0001209191-19-036283 · doc4.xml · nonDerivative · entry 1 Bossidy Paul T · CIK 0001335108 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,742 Read SEC document |
| January 30, 2019 Filed Jan 31, 2019 20:42 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 1,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-002006 · doc1.xml · nonDerivative · entry 1 Bossidy Paul T · CIK 0001335108 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award V Disclosed balance after: 1,613 F4 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2013 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2020. Read SEC document |
| November 06, 2018 Filed Nov 6, 2018 16:53 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | PurchaseCommon Stock | 4,000 | $14.22 | $56,891.60 |
DisclosureSEC source: 0001209191-18-057324 · doc4.xml · nonDerivative · entry 1 Bossidy Paul T · CIK 0001335108 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,742 Read SEC document |
| August 17, 2018 Filed Aug 21, 2018 20:36 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | PurchaseCommon Stock | 5,000 | $14.02 | $70,084.50 |
DisclosureSEC source: 0000905148-18-000737 · form4.xml · nonDerivative · entry 1 Bossidy Paul T · CIK 0001335108 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,742 Read SEC document |
| June 25, 2018 Filed Jun 27, 2018 21:02 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 3,871 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-030156 · form4.xml · nonDerivative · entry 2 Bossidy Paul T · CIK 0001335108 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,742 F2 · shares: Reflects a grant of restricted shares that vest on the first anniversary of the date of grant, subject to the reporting person's continued service on the Issuer's board of directors through the vesting date. Read SEC document |
| June 25, 2018 Filed Jun 27, 2018 21:02 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 3,871 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-030156 · form4.xml · nonDerivative · entry 1 Bossidy Paul T · CIK 0001335108 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,871 F1 · shares: Reflects a grant of restricted shares that vest ratably on the first, second and third anniversaries of the date of grant, subject to the reporting person's continued service on the Issuer's board of directors through the applicable vesting date. Read SEC document |
| June 25, 2018 Filed Jul 12, 2018 20:15 UTC Amendment | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | PurchaseCommon Stock | 6,000 | $14.00 | $84,000.00 |
DisclosureSEC source: 0001140361-18-032266 · form4.xml · nonDerivative · entry 1 Bossidy Paul T · CIK 0001335108 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,742 F1 · shares: This transaction was inadvertently omitted from the reporting person's Form 4 filed June 27, 2018. Read SEC document |
| April 27, 2018 Filed May 1, 2018 17:13 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 500 | $38.25 | $19,125.00 |
DisclosureSEC source: 0001140361-18-020788 · doc1.xml · nonDerivative · entry 1 Bossidy Paul T · CIK 0001335108 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,379 Read SEC document |
| January 30, 2018 Filed Feb 1, 2018 19:43 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 930 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-004407 · doc1.xml · nonDerivative · entry 1 Bossidy Paul T · CIK 0001335108 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award IV Disclosed balance after: 930 F4 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2013 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2019. Read SEC document |
| December 18, 2017 Filed Dec 19, 2017 18:37 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 500 | $38.65 | $19,325.00 |
DisclosureSEC source: 0001140361-17-046664 · doc1.xml · nonDerivative · entry 1 Bossidy Paul T · CIK 0001335108 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,728 Read SEC document |
| July 24, 2017 Filed Jul 25, 2017 17:07 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 1,000 | $35.88 | $35,880.00 |
DisclosureSEC source: 0001140361-17-028559 · doc1.xml · nonDerivative · entry 1 Bossidy Paul T · CIK 0001335108 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,228 Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 22:35 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 985 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-003992 · doc1.xml · nonDerivative · entry 1 Bossidy Paul T · CIK 0001335108 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award III Disclosed balance after: 985 F3 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2013 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2018. Read SEC document |
| October 28, 2016 Filed Oct 31, 2016 18:22 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 1,000 | $29.30 | $29,300.00 |
DisclosureSEC source: 0001140361-16-084065 · doc1.xml · nonDerivative · entry 1 Bossidy Paul T · CIK 0001335108 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,404 Read SEC document |
| February 22, 2006 Filed Feb 24, 2006 21:11 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantPhantom Stock Units · Derivative | 778 | $33.41 | $25,992.98 |
DisclosureSEC source: 0001231205-06-000039 · edgar.xml · derivative · entry 1 Bossidy Paul T · CIK 0001335108 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,861 Underlying: Common Stock · 778 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Reallocable to other investment media. Payable after termination of employment. Total includes accrued dividends. F2 · derivative.expiration_date: Reallocable to other investment media. Payable after termination of employment. Total includes accrued dividends. Read SEC document |
| November 21, 2005 Filed Nov 23, 2005 19:45 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 36,000 | $0.00 Strike: $26.42 | $0.00 |
DisclosureSEC source: 0001231205-05-000241 · edgar.xml · derivative · entry 7 Bossidy Paul T · CIK 0001335108 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 36,000 shares Expires 2008-09-11 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. Read SEC document |
| November 21, 2005 Filed Nov 23, 2005 19:45 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 36,000 | $0.00 Strike: $22.08 | $0.00 |
DisclosureSEC source: 0001231205-05-000241 · edgar.xml · derivative · entry 6 Bossidy Paul T · CIK 0001335108 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 36,000 shares Expires 2007-09-12 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. Read SEC document |
| November 21, 2005 Filed Nov 23, 2005 19:45 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | SaleCommon Stock | 40,800 | $35.90 | $1,464,720.00 |
DisclosureSEC source: 0001231205-05-000241 · edgar.xml · nonDerivative · entry 4 Bossidy Paul T · CIK 0001335108 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,172 Read SEC document |
| November 21, 2005 Filed Nov 23, 2005 19:45 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | SaleCommon Stock | 18,023 | $36.01 | $649,008.23 |
DisclosureSEC source: 0001231205-05-000241 · edgar.xml · nonDerivative · entry 3 Bossidy Paul T · CIK 0001335108 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,972 Read SEC document |
| November 21, 2005 Filed Nov 23, 2005 19:45 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 36,000 | $26.42 | $951,120.00 |
DisclosureSEC source: 0001231205-05-000241 · edgar.xml · nonDerivative · entry 2 Bossidy Paul T · CIK 0001335108 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,995 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. Read SEC document |
| November 21, 2005 Filed Nov 23, 2005 19:45 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 36,000 | $22.08 | $794,880.00 |
DisclosureSEC source: 0001231205-05-000241 · edgar.xml · nonDerivative · entry 1 Bossidy Paul T · CIK 0001335108 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,995 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. Read SEC document |
| September 16, 2005 Filed Sep 20, 2005 22:26 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantRestricted Stock Units · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-05-000181 · edgar.xml · derivative · entry 2 Bossidy Paul T · CIK 0001335108 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires not disclosed F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Vesting schedule: 50% on third anniversary; 50% on fifth anniversary. F3 · derivative.expiration_date: Vesting schedule: 50% on third anniversary; 50% on fifth anniversary. Read SEC document |
| September 16, 2005 Filed Sep 20, 2005 22:26 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantEmployee Stock Option (right to buy) · Derivative | 90,000 | $0.00 Strike: $34.47 | $0.00 |
DisclosureSEC source: 0001231205-05-000181 · edgar.xml · derivative · entry 1 Bossidy Paul T · CIK 0001335108 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,000 Underlying: Common Stock · 90,000 shares Expires 2015-09-16 F1 · derivative.exercise_date: The Stock Options become exercisable in five equal installments of 20% each, beginning on the first 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.