Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| InPoint Commercial Real Estate Income, Inc.n/a · Entity 9020 | Director · President | November 02, 2020 | November 04, 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.
InPoint Commercial Real Estate Income, Inc.
Report date November 02, 2020 · Filed November 04, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class I Common StockSEC Table I · non-derivative | IndirectBy IRA | 1,544.219 |
Reported balance
After 2020-11-02 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2020-11-02 · Purchase · Acquired 348.881 · Balance 1,544.219 F1: Shares held by First Trust Retirement Custodian IRA Donald MacKinnon. |
| Class P Common StockSEC Table I · non-derivative | IndirectBy IRA | 24,317.784 |
Reported balance
Holding disclosure · report date 2020-11-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 24,317.784 F2: Shares held by First Trust Retirement Custodian FBO Donald MacKinnon IRA. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares held by First Trust Retirement Custodian IRA Donald MacKinnon.
F2: Shares held by First Trust Retirement Custodian FBO Donald MacKinnon IRA.
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 |
|---|---|---|---|---|---|---|
| November 02, 2020 Filed Nov 4, 2020 17:16 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass I Common Stock | 348.881 | $21.61 | $7,539.32 |
DisclosureSEC source: 0001690012-20-000005 · primary_doc.xml · nonDerivative · entry 1 MACKINNON DONALD J · CIK 0001189910 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 1,544.219 F1 · ownership.nature: Shares held by First Trust Retirement Custodian IRA Donald MacKinnon. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 16:58 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass I Common Stock | 155.192 | $25.07 | $3,890.66 |
DisclosureSEC source: 0001690012-20-000003 · primary_doc.xml · nonDerivative · entry 1 MACKINNON DONALD J · CIK 0001189910 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 1,101.992 F1 · ownership.nature: Shares held by First Trust Retirement Custodian IRA Donald MacKinnon. Read SEC document |
| February 03, 2020 Filed Feb 4, 2020 16:36 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass I Common Stock | 155.313 | $25.05 | $3,890.59 |
DisclosureSEC source: 0001690012-20-000002 · primary_doc.xml · nonDerivative · entry 1 MACKINNON DONALD J · CIK 0001189910 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 942.561 F1 · ownership.nature: Shares held by First Trust Retirement Custodian IRA Donald MacKinnon. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 15:42 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass I Common Stock | 155.28 | $25.06 | $3,891.32 |
DisclosureSEC source: 0001690012-20-000001 · primary_doc.xml · nonDerivative · entry 1 MACKINNON DONALD J · CIK 0001189910 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 783.861 F1 · ownership.nature: Shares held by First Trust Retirement Custodian IRA Donald MacKinnon. Read SEC document |
| December 02, 2019 Filed Dec 3, 2019 16:25 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass I Common Stock | 155.236 | $25.07 | $3,891.77 |
DisclosureSEC source: 0001690012-19-000028 · primary_doc.xml · nonDerivative · entry 1 MACKINNON DONALD J · CIK 0001189910 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 626.044 F1 · ownership.nature: Shares held by First Trust Retirement Custodian IRA Donald MacKinnon. Read SEC document |
| November 01, 2019 Filed Nov 4, 2019 17:58 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass I Common Stock | 155.241 | $25.06 | $3,890.34 |
DisclosureSEC source: 0001690012-19-000024 · primary_doc.xml · nonDerivative · entry 1 MACKINNON DONALD J · CIK 0001189910 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 469.118 F1 · ownership.nature: Shares held by First Trust Retirement Custodian IRA Donald MacKinnon. Read SEC document |
| October 01, 2019 Filed Oct 2, 2019 16:46 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass I Common Stock | 155.145 | $25.07 | $3,889.49 |
DisclosureSEC source: 0001690012-19-000023 · primary_doc.xml · nonDerivative · entry 1 MACKINNON DONALD J · CIK 0001189910 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 313.027 F1 · ownership.nature: Shares held by First Trust Retirement Custodian IRA Donald MacKinnon. Read SEC document |
| September 03, 2019 Filed Sep 20, 2019 12:18 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass I Common Stock | 157.882 | $25.11 | $3,964.42 |
DisclosureSEC source: 0001690012-19-000022 · primary_doc.xml · nonDerivative · entry 1 MACKINNON DONALD J · CIK 0001189910 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 157.882 F1 · ownership.nature: Shares held by First Trust Retirement Custodian IRA Donald MacKinnon. Read SEC document |
| July 03, 2019 Filed Jul 8, 2019 16:40 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 24,317.784 | $25.00 | $607,944.60 |
DisclosureSEC source: 0001690012-19-000021 · primary_doc.xml · nonDerivative · entry 1 MACKINNON DONALD J · CIK 0001189910 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 24,317.784 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Donald MacKinnon IRA. Read SEC document |
| June 05, 2019 Filed Jun 6, 2019 15:20 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 156.56 | $25.00 | $3,914.00 |
DisclosureSEC source: 0001690012-19-000017 · primary_doc.xml · nonDerivative · entry 1 MACKINNON DONALD J · CIK 0001189910 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 24,165.384 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Donald MacKinnon IRA. Read SEC document |
| May 03, 2019 Filed May 6, 2019 12:43 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 150.52 | $25.00 | $3,763.00 |
DisclosureSEC source: 0001690012-19-000015 · primary_doc.xml · nonDerivative · entry 1 MACKINNON DONALD J · CIK 0001189910 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 24,008.824 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Donald MacKinnon IRA. Read SEC document |
| April 03, 2019 Filed Apr 4, 2019 15:44 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 154.72 | $25.00 | $3,868.00 |
DisclosureSEC source: 0001690012-19-000012 · primary_doc.xml · nonDerivative · entry 1 MACKINNON DONALD J · CIK 0001189910 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 23,858.304 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Donald MacKinnon IRA. Read SEC document |
| March 05, 2019 Filed Mar 6, 2019 12:24 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 138.68 | $25.00 | $3,467.00 |
DisclosureSEC source: 0001690012-19-000010 · primary_doc.xml · nonDerivative · entry 1 MACKINNON DONALD J · CIK 0001189910 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 23,703.584 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Donald MacKinnon IRA. Read SEC document |
| February 05, 2019 Filed Feb 6, 2019 12:49 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 152.44 | $25.00 | $3,811.00 |
DisclosureSEC source: 0001690012-19-000008 · primary_doc.xml · nonDerivative · entry 1 MACKINNON DONALD J · CIK 0001189910 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 23,564.904 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Donald MacKinnon IRA. Read SEC document |
| January 04, 2019 Filed Jan 7, 2019 14:58 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 150.2 | $25.00 | $3,755.00 |
DisclosureSEC source: 0001690012-19-000002 · primary_doc.xml · nonDerivative · entry 1 MACKINNON DONALD J · CIK 0001189910 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 23,412.464 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Donald MacKinnon IRA. Read SEC document |
| December 05, 2018 Filed Dec 6, 2018 11:45 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 145.8 | $25.00 | $3,645.00 |
DisclosureSEC source: 0001690012-18-000031 · primary_doc.xml · nonDerivative · entry 1 MACKINNON DONALD J · CIK 0001189910 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 23,262.264 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Donald MacKinnon IRA. Read SEC document |
| November 05, 2018 Filed Nov 6, 2018 15:32 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 149.72 | $25.00 | $3,743.00 |
DisclosureSEC source: 0001690012-18-000028 · primary_doc.xml · nonDerivative · entry 1 MACKINNON DONALD J · CIK 0001189910 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 23,116.464 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Donald MacKinnon IRA. Read SEC document |
| October 03, 2018 Filed Oct 4, 2018 11:00 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 143.92 | $25.00 | $3,598.00 |
DisclosureSEC source: 0001690012-18-000026 · primary_doc.xml · nonDerivative · entry 1 MACKINNON DONALD J · CIK 0001189910 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 22,966.744 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Donald MacKinnon IRA. Read SEC document |
| September 06, 2018 Filed Sep 7, 2018 11:50 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 147.84 | $25.00 | $3,696.00 |
DisclosureSEC source: 0001690012-18-000023 · primary_doc.xml · nonDerivative · entry 1 MACKINNON DONALD J · CIK 0001189910 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 22,822.824 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Donald MacKinnon IRA. Read SEC document |
| August 03, 2018 Filed Aug 6, 2018 16:58 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 146.84 | $25.00 | $3,671.00 |
DisclosureSEC source: 0001690012-18-000021 · primary_doc.xml · nonDerivative · entry 1 MACKINNON DONALD J · CIK 0001189910 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 22,674.984 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Donald MacKinnon IRA. Read SEC document |
| July 05, 2018 Filed Jul 9, 2018 16:30 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 141.2 | $25.00 | $3,530.00 |
DisclosureSEC source: 0001690012-18-000019 · primary_doc.xml · nonDerivative · entry 1 MACKINNON DONALD J · CIK 0001189910 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 22,528.144 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Donald MacKinnon IRA. Read SEC document |
| June 05, 2018 Filed Jun 6, 2018 17:03 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 145 | $25.00 | $3,625.00 |
DisclosureSEC source: 0001690012-18-000017 · primary_doc.xml · nonDerivative · entry 1 MACKINNON DONALD J · CIK 0001189910 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 22,386.944 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Donald MacKinnon IRA. Read SEC document |
| May 03, 2018 Filed May 4, 2018 12:04 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 139.44 | $25.00 | $3,486.00 |
DisclosureSEC source: 0001606959-18-000002 · primary_doc.xml · nonDerivative · entry 1 MACKINNON DONALD J · CIK 0001189910 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 22,241.944 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Donald MacKinnon IRA. Read SEC document |
| April 04, 2018 Filed Apr 6, 2018 15:38 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 141.72 | $25.00 | $3,543.00 |
DisclosureSEC source: 0001690012-18-000014 · primary_doc.xml · nonDerivative · entry 1 MACKINNON DONALD J · CIK 0001189910 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 22,102.504 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Donald MacKinnon IRA. Read SEC document |
| March 05, 2018 Filed Mar 6, 2018 11:50 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 128.52 | $25.00 | $3,213.00 |
DisclosureSEC source: 0001690012-18-000011 · primary_doc.xml · nonDerivative · entry 1 MACKINNON DONALD J · CIK 0001189910 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 21,960.784 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Donald MacKinnon IRA. Read SEC document |
| February 05, 2018 Filed Feb 6, 2018 12:26 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 141.4 | $25.00 | $3,535.00 |
DisclosureSEC source: 0001690012-18-000005 · primary_doc.xml · nonDerivative · entry 1 MACKINNON DONALD J · CIK 0001189910 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 21,832.264 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Donald MacKinnon IRA. Read SEC document |
| January 04, 2018 Filed Jan 5, 2018 14:05 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 140.48 | $25.00 | $3,512.00 |
DisclosureSEC source: 0001690012-18-000002 · primary_doc.xml · nonDerivative · entry 1 MACKINNON DONALD J · CIK 0001189910 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 21,690.864 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Donald MacKinnon IRA. Read SEC document |
| December 04, 2017 Filed Dec 6, 2017 12:20 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 135.16 | $25.00 | $3,379.00 |
DisclosureSEC source: 0001690012-17-000024 · primary_doc.xml · nonDerivative · entry 1 MACKINNON DONALD J · CIK 0001189910 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 21,550.384 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Donald MacKinnon IRA. Read SEC document |
| November 02, 2017 Filed Nov 3, 2017 15:34 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 138.76 | $25.00 | $3,469.00 |
DisclosureSEC source: 0001690012-17-000019 · primary_doc.xml · nonDerivative · entry 1 MACKINNON DONALD J · CIK 0001189910 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 21,415.224 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Donald MacKinnon IRA. Read SEC document |
| October 03, 2017 Filed Oct 5, 2017 10:51 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 133.32 | $25.00 | $3,333.00 |
DisclosureSEC source: 0001690012-17-000016 · primary_doc.xml · nonDerivative · entry 1 MACKINNON DONALD J · CIK 0001189910 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 21,276.464 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Donald MacKinnon IRA. Read SEC document |
| September 05, 2017 Filed Sep 6, 2017 15:09 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 136.84 | $25.00 | $3,421.00 |
DisclosureSEC source: 0001690012-17-000012 · primary_doc.xml · nonDerivative · entry 1 MACKINNON DONALD J · CIK 0001189910 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 21,143.144 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Donald MacKinnon IRA. Read SEC document |
| August 07, 2017 Filed Aug 9, 2017 13:03 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 133.2 | $25.00 | $3,330.00 |
DisclosureSEC source: 0001690012-17-000011 · primary_doc.xml · nonDerivative · entry 2 MACKINNON DONALD J · CIK 0001189910 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 21,006.304 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Donald MacKinnon IRA. Read SEC document |
| July 17, 2017 Filed Aug 9, 2017 13:03 UTC | InPoint Commercial Real Estate Income, Inc. n/a · Entity 9020 | PurchaseClass P Common Stock | 873.104 | $25.00 | $21,827.60 |
DisclosureSEC source: 0001690012-17-000011 · primary_doc.xml · nonDerivative · entry 1 MACKINNON DONALD J · CIK 0001189910 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 20,873.104 F1 · ownership.nature: Shares held by First Trust Retirement Custodian FBO Donald MacKinnon IRA. 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.