Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Hilton Worldwide Holdings Inc.HLT · Entity 2978 | Director | December 14, 2016 | December 17, 2016 |
| Invitation Homes Inc.INVH · Entity 3304 | Director | May 19, 2021 | May 20, 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.
Hilton Worldwide Holdings Inc.
Report date December 14, 2016 · Filed December 17, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,515 |
Reported balance
After 2016-12-14 transaction · row 1
1 source rowRow 1 · 2016-12-14 · Other · Acquired 11,515 · Balance 11,515 F1: Represents a distribution to the Reporting Person of shares of common stock of the issuer previously held directly by HLT Holdco III LLC and HLT A23 Holdco LLC, affiliates of Blackstone (as defined below) in relation to his indirect interests in such entities. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a distribution to the Reporting Person of shares of common stock of the issuer previously held directly by HLT Holdco III LLC and HLT A23 Holdco LLC, affiliates of Blackstone (as defined below) in relation to his indirect interests in such entities.
Invitation Homes Inc.
Report date May 19, 2021 · Filed May 20, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,732 |
Reported balance
After 2021-05-19 transaction · row 1
1 source rowRow 1 · 2021-05-19 · Grant · Acquired 4,863 · Balance 10,732 F1: Reflects an annual directors' grant of restricted stock units which will vest in full on the date of the Issuer's next annual meeting of stockholders following the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects an annual directors' grant of restricted stock units which will vest in full on the date of the Issuer's next annual meeting of stockholders following 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 19, 2021 Filed May 20, 2021 21:35 UTC | Invitation Homes Inc. INVH · Entity 3304 | GrantCommon Stock | 4,863 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-034527 · doc4.xml · nonDerivative · entry 1 Stein William J. · CIK 0001587206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,732 F1 · kind: Reflects an annual directors' grant of restricted stock units which will vest in full on the date of the Issuer's next annual meeting of stockholders following the grant date. Read SEC document |
| December 23, 2020 Filed Feb 16, 2021 23:05 UTC | Invitation Homes Inc. INVH · Entity 3304 | GiftClass A Common Stock | 32,407 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-006738 · doc5.xml · nonDerivative · entry 1 Stein William J. · CIK 0001587206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,869 Read SEC document |
| May 20, 2020 Filed May 21, 2020 23:08 UTC | Invitation Homes Inc. INVH · Entity 3304 | GrantCommon Stock | 5,869 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-031509 · doc4.xml · nonDerivative · entry 1 Stein William J. · CIK 0001587206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,276 F1 · kind: Reflects an annual directors' grant of restricted stock units which will vest in full on the date of the Issuer's next annual meeting of stockholders following the grant date. Read SEC document |
| December 16, 2019 Filed Dec 17, 2019 21:30 UTC | Invitation Homes Inc. INVH · Entity 3304 | GiftCommon Stock | 24,881 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-029418 · doc4.xml · nonDerivative · entry 2 Stein William J. · CIK 0001587206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,407 F2 · kind: Reflects a gift to a charitable foundation. Read SEC document |
| December 13, 2019 Filed Dec 17, 2019 21:30 UTC | Invitation Homes Inc. INVH · Entity 3304 | OtherCommon Stock | 20,145 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-029418 · doc4.xml · nonDerivative · entry 1 Stein William J. · CIK 0001587206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,288 F1 · kind: Represents a distribution to the Reporting Person of shares of common stock of the issuer previously held directly by IH1 Holdco L.P., IH2-A Holdco L.P., IH3 Holdco L.P., IH4 Holdco L.P., IH5 Holdco L.P. and IH6 Holdco L.P., affiliates of Blackstone (as defined below), in relation to his indirect interests in such entities. F1 · price: Represents a distribution to the Reporting Person of shares of common stock of the issuer previously held directly by IH1 Holdco L.P., IH2-A Holdco L.P., IH3 Holdco L.P., IH4 Holdco L.P., IH5 Holdco L.P. and IH6 Holdco L.P., affiliates of Blackstone (as defined below), in relation to his indirect interests in such entities. Read SEC document |
| August 02, 2019 Filed Aug 6, 2019 22:09 UTC | Invitation Homes Inc. INVH · Entity 3304 | OtherCommon Stock | 12,262 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-021149 · doc4.xml · nonDerivative · entry 1 Stein William J. · CIK 0001587206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,143 F1 · kind: Represents a distribution to the Reporting Person of shares of common stock of the issuer previously held directly by IH1 Holdco L.P., IH2-A Holdco L.P., IH3 Holdco L.P., IH4 Holdco L.P., IH5 Holdco L.P. and IH6 Holdco L.P., affiliates of Blackstone (as defined below), in relation to his indirect interests in such entities. F1 · price: Represents a distribution to the Reporting Person of shares of common stock of the issuer previously held directly by IH1 Holdco L.P., IH2-A Holdco L.P., IH3 Holdco L.P., IH4 Holdco L.P., IH5 Holdco L.P. and IH6 Holdco L.P., affiliates of Blackstone (as defined below), in relation to his indirect interests in such entities. Read SEC document |
| June 14, 2019 Filed Jun 18, 2019 22:07 UTC | Invitation Homes Inc. INVH · Entity 3304 | OtherCommon Stock | 24,881 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-017322 · doc4.xml · nonDerivative · entry 1 Stein William J. · CIK 0001587206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,881 F1 · kind: Represents a distribution to the Reporting Person of shares of common stock of the issuer previously held directly by IH1 Holdco L.P., IH2-A Holdco L.P., IH3 Holdco L.P., IH4 Holdco L.P., IH5 Holdco L.P. and IH6 Holdco L.P., affiliates of Blackstone (as defined below), in relation to his indirect interests in such entities. These shares are subject to a lock-up agreement that expires on June 27, 2019, unless earlier waived or terminated. F1 · price: Represents a distribution to the Reporting Person of shares of common stock of the issuer previously held directly by IH1 Holdco L.P., IH2-A Holdco L.P., IH3 Holdco L.P., IH4 Holdco L.P., IH5 Holdco L.P. and IH6 Holdco L.P., affiliates of Blackstone (as defined below), in relation to his indirect interests in such entities. These shares are subject to a lock-up agreement that expires on June 27, 2019, unless earlier waived or terminated. Read SEC document |
| December 14, 2016 Filed Dec 17, 2016 00:04 UTC | Hilton Worldwide Holdings Inc. HLT · Entity 2978 | OtherCommon Stock | 11,515 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-16-035829 · doc4.xml · nonDerivative · entry 1 Stein William J. · CIK 0001587206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,515 F1 · kind: Represents a distribution to the Reporting Person of shares of common stock of the issuer previously held directly by HLT Holdco III LLC and HLT A23 Holdco LLC, affiliates of Blackstone (as defined below) in relation to his indirect interests in such entities. F1 · price: Represents a distribution to the Reporting Person of shares of common stock of the issuer previously held directly by HLT Holdco III LLC and HLT A23 Holdco LLC, affiliates of Blackstone (as defined below) in relation to his indirect interests in such entities. 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.