Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| InvenTrust Properties Corp.NONE · Entity 4341 | Chief Operating Officer | May 07, 2020 | May 08, 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.
InvenTrust Properties Corp.
Report date May 07, 2020 · Filed May 08, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 253,583 |
Reported balance
After 2020-05-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-05-07 · Grant · Acquired 119,427 · Balance 253,583 F1: Reflects an award of Restricted Stock Units ("RSUs") in the Issuer pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. Thirty-three percent (33%) of these units will vest on December 31, 2020, thirty-three percent (33%) of these units will vest on December 31, 2021 and the remaining thirty-four percent (34%) of these units will vest on December 30, 2022, subject to accelerated vesting in the event of a termination of employment (i) due to death or disability or (ii) by the Issuer without cause or by the holder for good reason, each within 24 months following a change in control of the Issuer. The RSUs will be settled in shares of the Issuer's common stock within 60 days after the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects an award of Restricted Stock Units ("RSUs") in the Issuer pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. Thirty-three percent (33%) of these units will vest on December 31, 2020, thirty-three percent (33%) of these units will vest on December 31, 2021 and the remaining thirty-four percent (34%) of these units will vest on December 30, 2022, subject to accelerated vesting in the event of a termination of employment (i) due to death or disability or (ii) by the Issuer without cause or by the holder for good reason, each within 24 months following a change in control of the Issuer. The RSUs will be settled in shares of the Issuer's common stock within 60 days after the vesting 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 07, 2020 Filed May 8, 2020 21:09 UTC | InvenTrust Properties Corp. NONE · Entity 4341 | GrantRestricted Stock Units · Derivative | 119,427 | $0.00 | $0.00 |
DisclosureSEC source: 0001307748-20-000079 · wf-form4_158897212332422.xml · derivative · entry 1 Greaner Ivy Zoe · CIK 0001746989 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253,583 Underlying: Common Stock · 119,427 shares Expires not disclosed F1 · derivative.exercise_price: Reflects an award of Restricted Stock Units ("RSUs") in the Issuer pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. Thirty-three percent (33%) of these units will vest on December 31, 2020, thirty-three percent (33%) of these units will vest on December 31, 2021 and the remaining thirty-four percent (34%) of these units will vest on December 30, 2022, subject to accelerated vesting in the event of a termination of employment (i) due to death or disability or (ii) by the Issuer without cause or by the holder for good reason, each within 24 months following a change in control of the Issuer. The RSUs will be settled in shares of the Issuer's common stock within 60 days after the vesting date. F1 · derivative.exercise_date: Reflects an award of Restricted Stock Units ("RSUs") in the Issuer pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. Thirty-three percent (33%) of these units will vest on December 31, 2020, thirty-three percent (33%) of these units will vest on December 31, 2021 and the remaining thirty-four percent (34%) of these units will vest on December 30, 2022, subject to accelerated vesting in the event of a termination of employment (i) due to death or disability or (ii) by the Issuer without cause or by the holder for good reason, each within 24 months following a change in control of the Issuer. The RSUs will be settled in shares of the Issuer's common stock within 60 days after the vesting date. F1 · derivative.expiration_date: Reflects an award of Restricted Stock Units ("RSUs") in the Issuer pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. Thirty-three percent (33%) of these units will vest on December 31, 2020, thirty-three percent (33%) of these units will vest on December 31, 2021 and the remaining thirty-four percent (34%) of these units will vest on December 30, 2022, subject to accelerated vesting in the event of a termination of employment (i) due to death or disability or (ii) by the Issuer without cause or by the holder for good reason, each within 24 months following a change in control of the Issuer. The RSUs will be settled in shares of the Issuer's common stock within 60 days after the vesting date. Read SEC document |
| December 31, 2019 Filed Jan 2, 2020 22:04 UTC | InvenTrust Properties Corp. NONE · Entity 4341 | Exercise / conversionRestricted Stock Units · Derivative | 91,959 | $0.00 | $0.00 |
DisclosureSEC source: 0001307748-20-000009 · wf-form4_157800263203641.xml · derivative · entry 2 Greaner Ivy Zoe · CIK 0001746989 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,156 Underlying: Common Stock · 91,959 shares Expires not disclosed 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. F2 · derivative.exercise_price: Includes the number of shares withheld by the issuer to satisfy applicable tax withholding obligations in connection with the vesting of a restricted stock unit grant previously reported. F2 · derivative.exercise_date: Includes the number of shares withheld by the issuer to satisfy applicable tax withholding obligations in connection with the vesting of a restricted stock unit grant previously reported. F2 · derivative.expiration_date: Includes the number of shares withheld by the issuer to satisfy applicable tax withholding obligations in connection with the vesting of a restricted stock unit grant previously reported. Read SEC document |
| December 31, 2019 Filed Jan 2, 2020 22:04 UTC | InvenTrust Properties Corp. NONE · Entity 4341 | GrantCommon Stock | 51,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001307748-20-000009 · wf-form4_157800263203641.xml · nonDerivative · entry 1 Greaner Ivy Zoe · CIK 0001746989 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · The Ivy Z. Greaner Revocable Trust Agreement Disclosed balance after: 81,410 F1 · shares: Represents the number of shares withheld by the issuer to satisfy applicable tax withholding obligations in connection with the vesting of a restricted stock unit grant previously reported. Read SEC document |
| May 08, 2019 Filed May 10, 2019 17:45 UTC | InvenTrust Properties Corp. NONE · Entity 4341 | GrantRestricted Stock Units · Derivative | 119,427 | $0.00 | $0.00 |
DisclosureSEC source: 0001307748-19-000045 · wf-form4_155751033566994.xml · derivative · entry 1 Greaner Ivy Zoe · CIK 0001746989 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,115 Underlying: Common Stock · 119,427 shares Expires not disclosed F1 · derivative.exercise_price: Reflects an award of Restricted Stock Units ("RSUs") in the Issuer pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. Thirty-three percent (33%) of these units will vest on December 31, 2019, thirty-three percent (33%) of these units will vest on December 31, 2020 and the remaining thirty-four percent (34%) of these units will vest on December 31, 2021, subject to accelerated vesting in the event of a termination of employment (i) due to death or disability or (ii) by the Issuer without cause or by the holder for good reason, each within 24 months following a change in control of the Issuer. The RSUs will be settled in shares of the Issuer's common stock within 60 days after the vesting date. F1 · derivative.exercise_date: Reflects an award of Restricted Stock Units ("RSUs") in the Issuer pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. Thirty-three percent (33%) of these units will vest on December 31, 2019, thirty-three percent (33%) of these units will vest on December 31, 2020 and the remaining thirty-four percent (34%) of these units will vest on December 31, 2021, subject to accelerated vesting in the event of a termination of employment (i) due to death or disability or (ii) by the Issuer without cause or by the holder for good reason, each within 24 months following a change in control of the Issuer. The RSUs will be settled in shares of the Issuer's common stock within 60 days after the vesting date. F1 · derivative.expiration_date: Reflects an award of Restricted Stock Units ("RSUs") in the Issuer pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. Thirty-three percent (33%) of these units will vest on December 31, 2019, thirty-three percent (33%) of these units will vest on December 31, 2020 and the remaining thirty-four percent (34%) of these units will vest on December 31, 2021, subject to accelerated vesting in the event of a termination of employment (i) due to death or disability or (ii) by the Issuer without cause or by the holder for good reason, each within 24 months following a change in control of the Issuer. The RSUs will be settled in shares of the Issuer's common stock within 60 days after the vesting date. Read SEC document |
| December 31, 2018 Filed Jan 2, 2019 23:09 UTC | InvenTrust Properties Corp. NONE · Entity 4341 | Exercise / conversionRestricted Stock Units · Derivative | 52,548 | $0.00 | $0.00 |
DisclosureSEC source: 0001307748-19-000010 · wf-form4_154647053247760.xml · derivative · entry 2 Greaner Ivy Zoe · CIK 0001746989 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,688 Underlying: Common Stock · 52,548 shares Expires not disclosed 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. F2 · derivative.exercise_price: Amount includes shares withheld by the issuer to satisfy applicable tax withholding obligations in connection with the vesting of a restricted stock unit grant previously reported. F2 · derivative.exercise_date: Amount includes shares withheld by the issuer to satisfy applicable tax withholding obligations in connection with the vesting of a restricted stock unit grant previously reported. F2 · derivative.expiration_date: Amount includes shares withheld by the issuer to satisfy applicable tax withholding obligations in connection with the vesting of a restricted stock unit grant previously reported. Read SEC document |
| December 31, 2018 Filed Jan 2, 2019 23:09 UTC | InvenTrust Properties Corp. NONE · Entity 4341 | GrantCommon Stock | 29,743 | $3.14 | $93,393.02 |
DisclosureSEC source: 0001307748-19-000010 · wf-form4_154647053247760.xml · nonDerivative · entry 1 Greaner Ivy Zoe · CIK 0001746989 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · The Ivy Z. Greaner Revocable Trust Agreement Disclosed balance after: 29,743 F1 · shares: Represents the number of net shares granted by the issuer after satisfying applicable tax withholding obligations in connection with the vesting of a restricted stock unit grant previously reported. Read SEC document |
| August 08, 2018 Filed Aug 9, 2018 22:03 UTC | InvenTrust Properties Corp. NONE · Entity 4341 | GrantRestricted Stock Units · Derivative | 159,236 | $0.00 | $0.00 |
DisclosureSEC source: 0001307748-18-000103 · wf-form4_153385221008689.xml · derivative · entry 1 Greaner Ivy Zoe · CIK 0001746989 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,236 Underlying: Common Stock · 159,236 shares Expires not disclosed F1 · derivative.exercise_price: Reflects an award of Restricted Stock Units ("RSUs") in the Issuer pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. Thirty-three percent (33%) of these units will vest on December 31, 2018, thirty-three percent (33%) of these units will vest on December 31, 2019 and the remaining thirty-four percent (34%) of these units will vest on December 31, 2020, subject to accelerated vesting in the event of a termination of employment (i) due to death or disability or (ii) by the Issuer without cause or by the holder for good reason, each within 24 months following a change in control of the Issuer. The RSUs will be settled in shares of the Issuer's common stock within 60 days after the vesting date. F1 · derivative.exercise_date: Reflects an award of Restricted Stock Units ("RSUs") in the Issuer pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. Thirty-three percent (33%) of these units will vest on December 31, 2018, thirty-three percent (33%) of these units will vest on December 31, 2019 and the remaining thirty-four percent (34%) of these units will vest on December 31, 2020, subject to accelerated vesting in the event of a termination of employment (i) due to death or disability or (ii) by the Issuer without cause or by the holder for good reason, each within 24 months following a change in control of the Issuer. The RSUs will be settled in shares of the Issuer's common stock within 60 days after the vesting date. F1 · derivative.expiration_date: Reflects an award of Restricted Stock Units ("RSUs") in the Issuer pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. Thirty-three percent (33%) of these units will vest on December 31, 2018, thirty-three percent (33%) of these units will vest on December 31, 2019 and the remaining thirty-four percent (34%) of these units will vest on December 31, 2020, subject to accelerated vesting in the event of a termination of employment (i) due to death or disability or (ii) by the Issuer without cause or by the holder for good reason, each within 24 months following a change in control of the Issuer. The RSUs will be settled in shares of the Issuer's common stock within 60 days after the vesting 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.