Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| American Homes 4 RentAMH · Entity 3392 | Chief Governance Officer, EVP | March 18, 2020 | March 19, 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.
American Homes 4 Rent
Report date March 18, 2020 · Filed March 19, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Series G Perpetual Preferred SharesSEC Table I · non-derivative | IndirectIRA | 810 |
Reported balance
After 2020-03-18 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2020-03-18 · Purchase · Acquired 810 · Balance 810 |
| Series G Perpetual Preferred SharesSEC Table I · non-derivative | IndirectIRA | 1,810 |
Reported balance
After 2020-03-19 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2020-03-19 · Purchase · Acquired 1,000 · Balance 1,810 |
| Series G Perpetual Preferred SharesSEC Table I · non-derivative | IndirectBy Spouse's IRA | 1,000 |
Reported balance
After 2020-03-18 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2020-03-18 · Purchase · Acquired 1,000 · Balance 1,000 |
| Series G Perpetual Preferred SharesSEC Table I · non-derivative | IndirectBy Spouse's IRA | 2,000 |
Reported balance
After 2020-03-19 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2020-03-19 · Purchase · Acquired 1,000 · Balance 2,000 |
| Series H Perpetual Preferred SharesSEC Table I · non-derivative | IndirectIRA | 2,000 |
Reported balance
After 2020-03-18 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2020-03-18 · Purchase · Acquired 2,000 · Balance 2,000 |
| Series H Perpetual Preferred SharesSEC Table I · non-derivative | IndirectIRA | 4,000 |
Reported balance
After 2020-03-19 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2020-03-19 · Purchase · Acquired 2,000 · Balance 4,000 |
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 |
|---|---|---|---|---|---|---|
| February 26, 2018 Filed Feb 28, 2018 17:09 UTC | American Homes 4 Rent AMH · Entity 3392 | Tax withholdingClass A Common Shares | 396 | $19.27 | $7,630.92 |
DisclosureSEC source: 0001562401-18-000041 · wf-form4_151985574743321.xml · nonDerivative · entry 1 HEIM STEPHANIE G · CIK 0001205158 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,776 F1 · balance_after: Includes 30,500 restricted share units, each unit representing a contingent right to receive one Class A Common Share. Read SEC document |
| February 23, 2018 Filed Feb 26, 2018 19:49 UTC | American Homes 4 Rent AMH · Entity 3392 | Tax withholdingClass A Common Shares | 1,022 | $19.27 | $19,693.94 |
DisclosureSEC source: 0001562401-18-000035 · wf-form4_151969256711134.xml · nonDerivative · entry 2 HEIM STEPHANIE G · CIK 0001205158 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,172 Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 19:49 UTC | American Homes 4 Rent AMH · Entity 3392 | GrantEmployee Stock Option (Right to Buy) · Derivative | Not disclosed | $0.00 Strike: $19.40 | $10,000.00 |
DisclosureSEC source: 0001562401-18-000035 · wf-form4_151969256711134.xml · derivative · entry 3 HEIM STEPHANIE G · CIK 0001205158 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Class A Common Shares · 10,000 shares Expires 2028-02-22 F3 · derivative.exercise_date: Options become exercisable in four equal annual installments begining on the "Date Exerciseable" indicated. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 19:49 UTC | American Homes 4 Rent AMH · Entity 3392 | GrantClass A Common Shares | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562401-18-000035 · wf-form4_151969256711134.xml · nonDerivative · entry 1 HEIM STEPHANIE G · CIK 0001205158 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,194 F1 · shares: Restricted share units vest in four equal annual installments beginning one year from date of grant. F2 · balance_after: Includes 31,500 restricted share units, each unit representing a contingent right to receive one Class A Common Share. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 16:39 UTC | American Homes 4 Rent AMH · Entity 3392 | Tax withholdingClass A Common Shares | 613 | $19.56 | $11,990.28 |
DisclosureSEC source: 0001562401-18-000010 · wf-form4_151812593537694.xml · nonDerivative · entry 1 HEIM STEPHANIE G · CIK 0001205158 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,194 F1 · balance_after: Includes 13,000 restricted share units, each unit representing a contingent right to receive one Class A Common Share. Restricted share units vest in four equal annual installments beginning one year from date of grant. Read SEC document |
| June 23, 2017 Filed Jun 26, 2017 17:30 UTC | American Homes 4 Rent AMH · Entity 3392 | SaleSeries B Participating Preferred Shares | 1,000 | $28.40 | $28,400.00 |
DisclosureSEC source: 0001225208-17-011593 · doc4.xml · nonDerivative · entry 3 HEIM STEPHANIE G · CIK 0001205158 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse's IRA Disclosed balance after: 0 Read SEC document |
| June 23, 2017 Filed Jun 26, 2017 17:30 UTC | American Homes 4 Rent AMH · Entity 3392 | SaleSeries B Participating Preferred Shares | 1,500 | $28.40 | $42,600.00 |
DisclosureSEC source: 0001225208-17-011593 · doc4.xml · nonDerivative · entry 2 HEIM STEPHANIE G · CIK 0001205158 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 0 Read SEC document |
| June 23, 2017 Filed Jun 26, 2017 17:30 UTC | American Homes 4 Rent AMH · Entity 3392 | SaleSeries A Participating Preferred Shares | 1,500 | $28.42 | $42,630.00 |
DisclosureSEC source: 0001225208-17-011593 · doc4.xml · nonDerivative · entry 1 HEIM STEPHANIE G · CIK 0001205158 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 0 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.