Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CareTrust REIT, Inc.CTRE · Entity 3561 | Director | April 30, 2021 | May 04, 2021 |
| KBS Growth & Income REIT, Inc.NONE · Entity 158045 | Director | April 30, 2019 | April 30, 2019 |
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.
CareTrust REIT, Inc.
Report date April 30, 2021 · Filed May 04, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 83,600 |
Reported balance
After 2021-04-30 transaction · row 1
1 source rowRow 1 · 2021-04-30 · Grant · Acquired 7,858 · Balance 83,600 F1: Represents (i) 4,136 restricted shares of common stock granted to the Reporting Person under the Issuer's non-employee director compensation plan and (ii) 3,722 restricted shares of common stock granted to the Reporting Person in lieu of cash directors fees payable to such Reporting Person, pursuant to an election by the Reporting Person under the Issuer's non-employee director compensation plan. The 4,136 shares vest in full on the earlier of April 30, 2022 or the commencement of Issuer's 2022 Annual Meeting of Stockholders. The 3,722 shares vest in full on the earlier of April 30, 2022 or the commencement of Issuer's 2022 Annual Meeting of Stockholders, or on a pro rata basis upon the Reporting Person's earlier separation from service. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents (i) 4,136 restricted shares of common stock granted to the Reporting Person under the Issuer's non-employee director compensation plan and (ii) 3,722 restricted shares of common stock granted to the Reporting Person in lieu of cash directors fees payable to such Reporting Person, pursuant to an election by the Reporting Person under the Issuer's non-employee director compensation plan. The 4,136 shares vest in full on the earlier of April 30, 2022 or the commencement of Issuer's 2022 Annual Meeting of Stockholders. The 3,722 shares vest in full on the earlier of April 30, 2022 or the commencement of Issuer's 2022 Annual Meeting of Stockholders, or on a pro rata basis upon the Reporting Person's earlier separation from service.
KBS Growth & Income REIT, Inc.
Report date April 30, 2019 · Filed April 30, 2019
This filing explicitly reported no securities owned.
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 |
|---|---|---|---|---|---|---|
| April 30, 2021 Filed May 4, 2021 19:26 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | GrantCommon Stock | 7,858 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-008945 · wf-form4_162017075689978.xml · nonDerivative · entry 1 Kline Jon D · CIK 0001306259 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,600 F1 · shares: Represents (i) 4,136 restricted shares of common stock granted to the Reporting Person under the Issuer's non-employee director compensation plan and (ii) 3,722 restricted shares of common stock granted to the Reporting Person in lieu of cash directors fees payable to such Reporting Person, pursuant to an election by the Reporting Person under the Issuer's non-employee director compensation plan. The 4,136 shares vest in full on the earlier of April 30, 2022 or the commencement of Issuer's 2022 Annual Meeting of Stockholders. The 3,722 shares vest in full on the earlier of April 30, 2022 or the commencement of Issuer's 2022 Annual Meeting of Stockholders, or on a pro rata basis upon the Reporting Person's earlier separation from service. Read SEC document |
| April 30, 2020 Filed May 4, 2020 19:34 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | GrantCommon Stock | 10,316 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-20-006317 · wf-form4_158863524439355.xml · nonDerivative · entry 1 Kline Jon D · CIK 0001306259 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,742 F1 · shares: Represents (i) 5,765 restricted shares of common stock granted to the Reporting Person under the Issuer's non-employee director compensation plan and (ii) 4,551 restricted shares of common stock granted to the Reporting Person in lieu of cash directors fees payable to such Reporting Person, pursuant to an election by the Reporting Person under the Issuer's non-employee director compensation plan. The 5,765 shares vest in full on the earlier of April 30, 2021 or the commencement of Issuer's 2021 Annual Meeting of Stockholders. The 4,551 shares vest in full on the earlier of April 30, 2021 or the commencement of Issuer's 2021 Annual Meeting of Stockholders, or on a pro rata basis upon the Reporting Person's earlier separation from service. Read SEC document |
| May 01, 2019 Filed May 2, 2019 20:19 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | GrantCommon Stock | 6,604 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-19-005735 · wf-form4_155684272986007.xml · nonDerivative · entry 1 Kline Jon D · CIK 0001306259 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,426 F1 · shares: Represents (i) 3,715 restricted shares of common stock granted to the Reporting Person under the Issuer's non-employee director compensation plan and (ii) 2,889 restricted shares of common stock granted to the Reporting Person in lieu of cash directors fees payable to such Reporting Person, pursuant to an election by the Reporting Person under the Issuer's non-employee director compensation plan. The 3,715 shares vest in full on the earlier of April 30, 2020 or the commencement of Issuer's 2020 Annual Meeting of Stockholders. The 2,889 shares vest in full on the earlier of April 30, 2020 or the commencement of Issuer's 2020 Annual Meeting of Stockholders, or on a pro rata basis upon the Reporting Person's earlier separation from service. Read SEC document |
| May 30, 2018 Filed May 31, 2018 20:29 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | GrantCommon Stock | 7,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-18-007460 · wf-form4_152781298535913.xml · nonDerivative · entry 1 Kline Jon D · CIK 0001306259 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,822 F1 · shares: Represents (i) 3,954 restricted shares of common stock granted to the Reporting Person under the Issuer's non-employee director compensation plan and (ii) 3,954 restricted shares of common stock granted to the Reporting Person in lieu of cash directors fees payable to such Reporting Person, pursuant to an election by the Reporting Person under the Issuer's non-employee director compensation plan. The 3,954 shares vest in full on the earlier of May 30, 2019 and the commencement of Issuer's 2019 Annual Meeting of Stockholders. The 3,954 shares vest in full on the earlier of May 30, 2019 and the commencement of Issuer's 2019 Annual Meeting of Stockholders, or on a pro rata basis upon the Reporting Person's earlier separation from service. Read SEC document |
| July 20, 2017 Filed Jul 21, 2017 16:09 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | GrantCommon Stock | 7,104 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-17-007195 · wf-form4_150066778123718.xml · nonDerivative · entry 1 Kline Jon D · CIK 0001306259 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,914 F1 · shares: Represents (i) 3,552 restricted shares of common stock granted to the Reporting Person under the Issuer's non-employee director compensation plan and (ii) 3,552 restricted shares of common stock granted to the Reporting Person in lieu of cash directors fees payable to such Reporting Period, pursuant to an election by the Reporting Period under the Issuer's non-employee director compensation plan. The first 3,552 shares vest in full on the earlier of June 30, 2018 and the commencement of Issuer's 2018 Annual Meeting of Stockholders. The second 3,552 shares vest in full on the earlier of June 30, 2018 and the commencement of Issuer's 2018 Annual Meeting of Stockholders, or on a pro rata basis upon the Reporting Person's earlier separation from service. 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.