Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GETTY REALTY CORP /MD/GTY · Entity 4505 | Director | September 17, 2020 | December 14, 2020 |
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.
GETTY REALTY CORP /MD/
Report date September 17, 2020 · Filed December 14, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Liebowitz Realty II LLC | 0 |
Reported balance
After 2020-09-17 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2020-09-17 · Other · Disposed 607,652 · Balance 0 F1: Distribution of shares, for estate planning purposes, by Liebowitz Realty II LLC to its members in proportion to such members' interests. As a result of this distribution, Liebowitz Realty II LLC owns no shares of GTY common stock. F2: This footnote corrects a prior footnote which incorrectly stated that Reporting Person was the sole member of this LLC, when it should have stated that Reporting Person's six (6) adult children have 99% membership interest and Reporting Person's Spouse ("Spouse") was a 1% member. Reporting Person was the sole manager until May 2020 when Spouse, as sole member, removed Reporting Person as the sole manager and appointed herself and two (2) adult family members as co-managers. |
| Common StockSEC Table I · non-derivative | IndirectBy Rose Liebowitz Revocable Trust | 256,883 |
Reported balance
After 2020-09-17 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2020-09-17 · Other · Acquired 6,074 · Balance 256,883 F3: Proportionate shares (1%) distributed from Liebowitz Realty II LLC as described in Footnote 1 above to the Rose Liebowitz Revocable Trust. F4: Rose Liebowitz Revocable Trust dated 4/13/20, a revocable trust with respect to which Spouse is the sole beneficiary and a co-trustee, and Reporting Person is also a co-trustee. The Reporting Person disclaims beneficial ownership of the shares owned by this Trust. |
| Common StockSEC Table I · non-derivative | Direct | 24,494 |
Reported balance
After 2020-11-02 transaction · row 3
1 source rowRow 3 · 2020-11-02 · Other · Disposed 11,220 · Balance 24,494 F10: Transfer of shares for estate planning purposes. |
| Common StockSEC Table I · non-derivative | IndirectBy Leo Liebowitz Revocable Trust | 1,350,280 |
Last balance in matching sequence
After 2020-11-18 transaction · row 10
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
4 source rowsRow 4 · 2020-11-02 · Other · Acquired 11,220 · Balance 1,016,340 F10: Transfer of shares for estate planning purposes. F5: Leo Liebowitz Revocable Trust dated 4/13/20, a revocable trust with respect to which Reporting Person is the sole beneficiary and a co-trustee. The Trust is the sole member of Liebowitz Realty LLC. Row 6 · 2020-11-10 · Other · Acquired 74,928 · Balance 1,091,268 F10: Transfer of shares for estate planning purposes. F5: Leo Liebowitz Revocable Trust dated 4/13/20, a revocable trust with respect to which Reporting Person is the sole beneficiary and a co-trustee. The Trust is the sole member of Liebowitz Realty LLC. Row 8 · 2020-11-17 · Other · Acquired 3,261 · Balance 1,094,529 F10: Transfer of shares for estate planning purposes. F5: Leo Liebowitz Revocable Trust dated 4/13/20, a revocable trust with respect to which Reporting Person is the sole beneficiary and a co-trustee. The Trust is the sole member of Liebowitz Realty LLC. Row 10 · 2020-11-18 · Other · Acquired 255,751 · Balance 1,350,280 F10: Transfer of shares for estate planning purposes. F5: Leo Liebowitz Revocable Trust dated 4/13/20, a revocable trust with respect to which Reporting Person is the sole beneficiary and a co-trustee. The Trust is the sole member of Liebowitz Realty LLC. |
| Common StockSEC Table I · non-derivative | IndirectBy Liebowitz Realty LLC | 105,751 |
Last balance in matching sequence
After 2020-11-18 transaction · row 9
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 5 · 2020-11-10 · Other · Disposed 74,928 · Balance 364,763 F10: Transfer of shares for estate planning purposes. F6: Prior to May 2020, Reporting Person was the sole member and manager of Liebowitz Realty LLC. As of May 2020, Reporting Person, as the sole member, resigned as manager and appointed Spouse and two (2) adult family members as co-managers of Liebowitz Realty LLC. Also as of May 2020, Reporting Person assigned all membership interests in Liebowitz Realty LLC to the Leo Liebowitz Revocable Trust. Row 7 · 2020-11-17 · Other · Disposed 3,261 · Balance 361,502 F10: Transfer of shares for estate planning purposes. F6: Prior to May 2020, Reporting Person was the sole member and manager of Liebowitz Realty LLC. As of May 2020, Reporting Person, as the sole member, resigned as manager and appointed Spouse and two (2) adult family members as co-managers of Liebowitz Realty LLC. Also as of May 2020, Reporting Person assigned all membership interests in Liebowitz Realty LLC to the Leo Liebowitz Revocable Trust. Row 9 · 2020-11-18 · Other · Disposed 255,751 · Balance 105,751 F10: Transfer of shares for estate planning purposes. F7: Intentionally left blank. F6: Prior to May 2020, Reporting Person was the sole member and manager of Liebowitz Realty LLC. As of May 2020, Reporting Person, as the sole member, resigned as manager and appointed Spouse and two (2) adult family members as co-managers of Liebowitz Realty LLC. Also as of May 2020, Reporting Person assigned all membership interests in Liebowitz Realty LLC to the Leo Liebowitz Revocable Trust. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 3,872 |
Reported balance
Holding disclosure · report date 2020-09-17 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 3,872 |
| Common StockSEC Table I · non-derivative | IndirectBy Liebowitz 2015 Family Trust | 34,200 |
Reported balance
Holding disclosure · report date 2020-09-17 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 34,200 F8: Reporting Person is not a beneficiary of the Trust and his Spouse is the sole trustee of the Trust. Reporting Person disclaims any beneficial ownership in the shares owned by this Trust. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 439 |
Reported balance
Holding disclosure · report date 2020-09-17 · row 13
Holding and transaction disclosures are not merged.
1 source rowRow 13 · Balance 439 |
| Common StockSEC Table I · non-derivative | IndirectBy CLS | 310,957 |
Reported balance
Holding disclosure · report date 2020-09-17 · row 14
Holding and transaction disclosures are not merged.
1 source rowRow 14 · Balance 310,957 F9: An S-corporation in which the Reporting Person is a shareholder. Shares indicate Reporting Person's proportionate equity in the S-corporation. |
| Common StockSEC Table I · non-derivative | IndirectBy Charitable Foundation | 56,434 |
Reported balance
Holding disclosure · report date 2020-09-17 · row 15
Holding and transaction disclosures are not merged.
1 source rowRow 15 · Balance 56,434 |
Filing footnotes · ownership attribution and instrument terms
F1: Distribution of shares, for estate planning purposes, by Liebowitz Realty II LLC to its members in proportion to such members' interests. As a result of this distribution, Liebowitz Realty II LLC owns no shares of GTY common stock.
F2: This footnote corrects a prior footnote which incorrectly stated that Reporting Person was the sole member of this LLC, when it should have stated that Reporting Person's six (6) adult children have 99% membership interest and Reporting Person's Spouse ("Spouse") was a 1% member. Reporting Person was the sole manager until May 2020 when Spouse, as sole member, removed Reporting Person as the sole manager and appointed herself and two (2) adult family members as co-managers.
F3: Proportionate shares (1%) distributed from Liebowitz Realty II LLC as described in Footnote 1 above to the Rose Liebowitz Revocable Trust.
F4: Rose Liebowitz Revocable Trust dated 4/13/20, a revocable trust with respect to which Spouse is the sole beneficiary and a co-trustee, and Reporting Person is also a co-trustee. The Reporting Person disclaims beneficial ownership of the shares owned by this Trust.
F5: Leo Liebowitz Revocable Trust dated 4/13/20, a revocable trust with respect to which Reporting Person is the sole beneficiary and a co-trustee. The Trust is the sole member of Liebowitz Realty LLC.
F6: Prior to May 2020, Reporting Person was the sole member and manager of Liebowitz Realty LLC. As of May 2020, Reporting Person, as the sole member, resigned as manager and appointed Spouse and two (2) adult family members as co-managers of Liebowitz Realty LLC. Also as of May 2020, Reporting Person assigned all membership interests in Liebowitz Realty LLC to the Leo Liebowitz Revocable Trust.
F7: Intentionally left blank.
F8: Reporting Person is not a beneficiary of the Trust and his Spouse is the sole trustee of the Trust. Reporting Person disclaims any beneficial ownership in the shares owned by this Trust.
F9: An S-corporation in which the Reporting Person is a shareholder. Shares indicate Reporting Person's proportionate equity in the S-corporation.
F10: Transfer of shares for estate planning purposes.
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 |
|---|---|---|---|---|---|---|
| October 31, 2018 Filed Feb 11, 2019 15:39 UTC | GETTY REALTY CORP /MD/ GTY · Entity 4505 | OtherCommon Stock | 72,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-19-006233 · tv511011_form5.xml · nonDerivative · entry 3 LIEBOWITZ LEO · CIK 0001054761 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Liebowitz 2015 Family Trust Disclosed balance after: 46,548 F2 · shares: Transfer of shares from Liebowitz 2015 Family Trust to reporting person for estate planning purposes. Read SEC document |
| October 25, 2018 Filed Feb 11, 2019 15:39 UTC | GETTY REALTY CORP /MD/ GTY · Entity 4505 | OtherCommon Stock | 32,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-19-006233 · tv511011_form5.xml · nonDerivative · entry 2 LIEBOWITZ LEO · CIK 0001054761 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,603,480 F1 · shares: Transfer of shares from spouse to reporting person for estate planning purposes. Read SEC document |
| October 25, 2018 Filed Feb 11, 2019 15:39 UTC | GETTY REALTY CORP /MD/ GTY · Entity 4505 | OtherCommon Stock | 32,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-19-006233 · tv511011_form5.xml · nonDerivative · entry 1 LIEBOWITZ LEO · CIK 0001054761 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 8,875 F1 · shares: Transfer of shares from spouse to reporting person for estate planning purposes. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 15:48 UTC | GETTY REALTY CORP /MD/ GTY · Entity 4505 | GrantRestricted Stock Unit · Derivative | 6,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001144204-18-012762 · tv487764_form4.xml · derivative · entry 1 LIEBOWITZ LEO · CIK 0001054761 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,500 Underlying: Common Stock · 6,000 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU is settled for 1 share of common stock or the cash equivalent upon the settlement date noted in footnote (2) below. F2 · derivative.exercise_price: Restricted Stock Units vest ratably over five years commencing on the first anniversary of the date of grant and are settled in cash or common stock, in thediscretion of the Compensation Committee, upon the earlier of the tenth anniversary of the grant date or termination of employment. F3 · price: The RSUs were received by the Reporting Person for no consideration. F2 · derivative.exercise_date: Restricted Stock Units vest ratably over five years commencing on the first anniversary of the date of grant and are settled in cash or common stock, in thediscretion of the Compensation Committee, upon the earlier of the tenth anniversary of the grant date or termination of employment. F2 · derivative.expiration_date: Restricted Stock Units vest ratably over five years commencing on the first anniversary of the date of grant and are settled in cash or common stock, in thediscretion of the Compensation Committee, upon the earlier of the tenth anniversary of the grant date or termination of employment. F1 · balance_after: Each RSU is settled for 1 share of common stock or the cash equivalent upon the settlement date noted in footnote (2) below. Read SEC document |
| December 08, 2017 Filed Feb 12, 2018 16:59 UTC | GETTY REALTY CORP /MD/ GTY · Entity 4505 | OtherCommon Stock | 34,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001144204-18-007368 · tv483886_5.xml · nonDerivative · entry 2 LIEBOWITZ LEO · CIK 0001054761 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Liebowitz 2015 Family Trust Disclosed balance after: 119,408 F1 · price: Gift to Liebowitz 2015 Family Trust F2 · ownership.nature: Mr. Liebowitz is not a beneficiary of the Trust and his spouse is the sole trustee of the Trust. Read SEC document |
| December 08, 2017 Filed Feb 12, 2018 16:59 UTC | GETTY REALTY CORP /MD/ GTY · Entity 4505 | OtherCommon Stock | 34,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001144204-18-007368 · tv483886_5.xml · nonDerivative · entry 1 LIEBOWITZ LEO · CIK 0001054761 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,608,483 F1 · price: Gift to Liebowitz 2015 Family Trust F1 · balance_after: Gift to Liebowitz 2015 Family Trust Read SEC document |
| December 08, 2017 Filed Feb 14, 2018 19:57 UTC Amendment | GETTY REALTY CORP /MD/ GTY · Entity 4505 | OtherCommon Stock | 34,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-18-009119 · tv486230_5a.xml · nonDerivative · entry 6 LIEBOWITZ LEO · CIK 0001054761 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Liebowitz 2015 Family Trust Disclosed balance after: 119,408 F3 · shares: Gift from reporting person to Liebowitz 2015 Family Trust. F5 · ownership.nature: Mr. Liebowitz is not a beneficiary of the Trust and his spouse is the sole trustee of the Trust. Read SEC document |
| December 08, 2017 Filed Feb 14, 2018 19:57 UTC Amendment | GETTY REALTY CORP /MD/ GTY · Entity 4505 | OtherCommon Stock | 34,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-18-009119 · tv486230_5a.xml · nonDerivative · entry 3 LIEBOWITZ LEO · CIK 0001054761 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,571,480 F3 · shares: Gift from reporting person to Liebowitz 2015 Family Trust. F4 · balance_after: Represents amount of securities beneficially owned at end of Issuer's fiscal year after transactions associated with footnotes 1, 2 and 3. Read SEC document |
| November 01, 2017 Filed Feb 14, 2018 19:57 UTC Amendment | GETTY REALTY CORP /MD/ GTY · Entity 4505 | OtherCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-18-009119 · tv486230_5a.xml · nonDerivative · entry 5 LIEBOWITZ LEO · CIK 0001054761 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 40,875 F2 · shares: Transfer of shares from spouse to reporting person for estate planning purposes. Read SEC document |
| November 01, 2017 Filed Feb 14, 2018 19:57 UTC Amendment | GETTY REALTY CORP /MD/ GTY · Entity 4505 | OtherCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-18-009119 · tv486230_5a.xml · nonDerivative · entry 2 LIEBOWITZ LEO · CIK 0001054761 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,605,480 F2 · shares: Transfer of shares from spouse to reporting person for estate planning purposes. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 15:06 UTC | GETTY REALTY CORP /MD/ GTY · Entity 4505 | GrantRestricted Stock Unit · Derivative | 5,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001144204-17-012472 · v460946_4.xml · derivative · entry 1 LIEBOWITZ LEO · CIK 0001054761 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,500 Underlying: Common Stock · 5,000 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU is settled for 1 share of common stock or the cash equivalent upon the settlement date noted in footnote (2) below. F2 · derivative.exercise_price: Restricted Stock Units vest ratably over five years commencing on the first anniversary of the date of grant and are settled in cash or common stock, in thediscretion of the Compensation Committee, upon the earlier of the tenth anniversary of the grant date or termination of employment. F3 · price: The RSUs were received by the Reporting Person for no consideration. F2 · derivative.exercise_date: Restricted Stock Units vest ratably over five years commencing on the first anniversary of the date of grant and are settled in cash or common stock, in thediscretion of the Compensation Committee, upon the earlier of the tenth anniversary of the grant date or termination of employment. F2 · derivative.expiration_date: Restricted Stock Units vest ratably over five years commencing on the first anniversary of the date of grant and are settled in cash or common stock, in thediscretion of the Compensation Committee, upon the earlier of the tenth anniversary of the grant date or termination of employment. F1 · balance_after: Each RSU is settled for 1 share of common stock or the cash equivalent upon the settlement date noted in footnote (2) below. Read SEC document |
| October 24, 2016 Filed Feb 13, 2017 16:48 UTC | GETTY REALTY CORP /MD/ GTY · Entity 4505 | OtherCommon Stock | 38,158 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001144204-17-007961 · v459347_form5.xml · nonDerivative · entry 2 LIEBOWITZ LEO · CIK 0001054761 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Liebowitz 2015 Family Trust Disclosed balance after: 85,408 F2 · price: Gift to Liebowitz 2015 Family Trust F3 · ownership.nature: Mr. Liebowitz is not a beneficiary of the Trust and his spouse is the sole trustee of the Trust. Read SEC document |
| October 24, 2016 Filed Feb 13, 2017 16:48 UTC | GETTY REALTY CORP /MD/ GTY · Entity 4505 | OtherCommon Stock | 38,158 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001144204-17-007961 · v459347_form5.xml · nonDerivative · entry 1 LIEBOWITZ LEO · CIK 0001054761 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,642,483 F2 · price: Gift to Liebowitz 2015 Family Trust F1 · balance_after: Share number reflects updated number of shares directly owned. See also footnotes 5 and 6 below. Read SEC document |
| October 03, 2016 Filed Feb 14, 2018 19:57 UTC Amendment | GETTY REALTY CORP /MD/ GTY · Entity 4505 | OtherCommon Stock | 57,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-18-009119 · tv486230_5a.xml · nonDerivative · entry 4 LIEBOWITZ LEO · CIK 0001054761 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 60,875 F1 · shares: Transfer of shares from reporting person to spouse for estate planning purposes. Read SEC document |
| October 03, 2016 Filed Feb 14, 2018 19:57 UTC Amendment | GETTY REALTY CORP /MD/ GTY · Entity 4505 | OtherCommon Stock | 57,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-18-009119 · tv486230_5a.xml · nonDerivative · entry 1 LIEBOWITZ LEO · CIK 0001054761 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,585,480 F1 · shares: Transfer of shares from reporting person to spouse for estate planning purposes. 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.