Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Apple Hospitality REIT, Inc.APLE · Entity 595 | Executive Vice President & CFO | March 03, 2020 | March 05, 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.
Apple Hospitality REIT, Inc.
Report date March 03, 2020 · Filed March 05, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 452,078 |
Reported balance
After 2020-03-03 transaction · row 1
1 source rowRow 1 · 2020-03-03 · Grant · Acquired 93,572 · Balance 452,078 F1: Unrestricted Common Shares issued as settlement for amounts earned under the Company's 2019 incentive plan. F2: Per share value is the average of the high and low trading price for the Company's common shares on the New York Stock Exchange on March 3, 2020. |
| Common SharesSEC Table I · non-derivative | IndirectBy Daughter | 1,000 |
Reported balance
Holding disclosure · report date 2020-03-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,000 |
| Common SharesSEC Table I · non-derivative | IndirectBy Son | 1,000 |
Reported balance
Holding disclosure · report date 2020-03-03 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Unrestricted Common Shares issued as settlement for amounts earned under the Company's 2019 incentive plan.
F2: Per share value is the average of the high and low trading price for the Company's common shares on the New York Stock Exchange on March 3, 2020.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Apple REIT Ten, Inc.
Report date September 01, 2016 · Filed September 06, 2016
Section 16 reporting ended · disclosed 2016-09-06. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Series B Convertible Preferred SharesSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2016-09-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2016-09-01 · Other · Acquired 15,045 · Balance 15,045 F1: Glade M. Knight, the record holder of all the outstanding Series B Convertible Preferred Shares of the issuer, previously agreed to assign certain benefits (if any) to the reporting person associated with 15,045 Series B Convertible Preferred Shares, including the right of conversion upon the occurrence of certain events, including a merger of the issuer. On September 1, 2016, the issuer merged (the "Merger") with and into a wholly-owned subsidiary of Apple Hospitality REIT, Inc. ("Apple Hospitality"). Row 2 · 2016-09-01 · Disposition to issuer · Disposed 15,045 · Balance 0 F2: Disposed of pursuant to merger agreement between issuer and Apple Hospitality in exchange for (i) 95,138 Apple Hospitality common shares having a closing market value of $18.94 per share on the effective date of the Merger, and (ii) approximately $182,259 in cash. |
Filing footnotes · ownership attribution and instrument terms
F1: Glade M. Knight, the record holder of all the outstanding Series B Convertible Preferred Shares of the issuer, previously agreed to assign certain benefits (if any) to the reporting person associated with 15,045 Series B Convertible Preferred Shares, including the right of conversion upon the occurrence of certain events, including a merger of the issuer. On September 1, 2016, the issuer merged (the "Merger") with and into a wholly-owned subsidiary of Apple Hospitality REIT, Inc. ("Apple Hospitality").
F2: Disposed of pursuant to merger agreement between issuer and Apple Hospitality in exchange for (i) 95,138 Apple Hospitality common shares having a closing market value of $18.94 per share on the effective date of the Merger, and (ii) approximately $182,259 in cash.
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 |
|---|---|---|---|---|---|---|
| March 03, 2020 Filed Mar 5, 2020 21:34 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 93,572 | $13.01 | $1,216,903.86 |
DisclosureSEC source: 0001225208-20-004433 · doc4.xml · nonDerivative · entry 1 PEERY BRYAN · CIK 0001269956 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 452,078 F1 · shares: Unrestricted Common Shares issued as settlement for amounts earned under the Company's 2019 incentive plan. F2 · price: Per share value is the average of the high and low trading price for the Company's common shares on the New York Stock Exchange on March 3, 2020. Read SEC document |
| March 05, 2019 Filed Mar 7, 2019 21:26 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 3,959 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004884 · doc4.xml · nonDerivative · entry 2 PEERY BRYAN · CIK 0001269956 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 358,506 F3 · shares: Restricted Common Shares issued as settlement for amounts earned under the Company's 2018 incentive plan. The shares are Restricted and cannot vest until December 13, 2019. Read SEC document |
| March 05, 2019 Filed Mar 7, 2019 21:26 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 19,379 | $16.49 | $319,462.82 |
DisclosureSEC source: 0001225208-19-004884 · doc4.xml · nonDerivative · entry 1 PEERY BRYAN · CIK 0001269956 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 354,547 F1 · shares: Unrestricted Common Shares issued as settlement for amounts earned under the Company's 2018 incentive plan. F2 · price: Per share value is the average of the high and low trading price for the Company's common shares on the New York Stock Exchange on March 5, 2019. Read SEC document |
| December 07, 2018 Filed Dec 10, 2018 21:57 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 150 | $15.64 | $2,346.00 |
DisclosureSEC source: 0001225208-18-016402 · doc4.xml · nonDerivative · entry 2 PEERY BRYAN · CIK 0001269956 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 335,168 F1 · price: Per share value is the closing price for the Company's common shares on the New York Stock Exchange on December 7, 2018. Read SEC document |
| December 06, 2018 Filed Dec 10, 2018 21:57 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | PurchaseCommon Shares | 1,000 | $15.50 | $15,500.00 |
DisclosureSEC source: 0001225208-18-016402 · doc4.xml · nonDerivative · entry 4 PEERY BRYAN · CIK 0001269956 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · By Son Disclosed balance after: 1,000 Read SEC document |
| December 06, 2018 Filed Dec 10, 2018 21:57 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | PurchaseCommon Shares | 1,000 | $15.50 | $15,500.00 |
DisclosureSEC source: 0001225208-18-016402 · doc4.xml · nonDerivative · entry 3 PEERY BRYAN · CIK 0001269956 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter Disclosed balance after: 1,000 Read SEC document |
| December 06, 2018 Filed Dec 10, 2018 21:57 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | PurchaseCommon Shares | 3,000 | $15.50 | $46,500.00 |
DisclosureSEC source: 0001225208-18-016402 · doc4.xml · nonDerivative · entry 1 PEERY BRYAN · CIK 0001269956 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 335,018 Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 21:23 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 21,891 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-005425 · doc4.xml · nonDerivative · entry 2 PEERY BRYAN · CIK 0001269956 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 332,018 F3 · shares: Restricted Common Shares issued as settlement for amounts earned under the Company's 2017 incentive plan. The shares are Restricted and cannot vest until December 14, 2018. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 21:23 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 41,368 | $16.92 | $699,739.72 |
DisclosureSEC source: 0001225208-18-005425 · doc4.xml · nonDerivative · entry 1 PEERY BRYAN · CIK 0001269956 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310,127 F1 · shares: Unrestricted Common Shares issued as settlement for amounts earned under the Company's 2017 incentive plan. F2 · price: Per share value is the average of the high and low trading price for the Company's common shares on the New York Stock Exchange on March 2, 2018. Read SEC document |
| March 07, 2017 Filed Mar 8, 2017 21:55 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 6,711 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-005899 · doc4.xml · nonDerivative · entry 2 PEERY BRYAN · CIK 0001269956 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 268,759 F3 · shares: Restricted Common Shares issued as settlement for amounts earned under the Company's 2016 incentive plan. The shares are Restricted and cannot vest until December 15, 2017. Read SEC document |
| March 07, 2017 Filed Mar 8, 2017 21:55 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 12,957 | $19.10 | $247,478.70 |
DisclosureSEC source: 0001225208-17-005899 · doc4.xml · nonDerivative · entry 1 PEERY BRYAN · CIK 0001269956 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 262,048 F1 · shares: Unrestricted Common Shares issued as settlement for amounts earned under the Company's 2016 incentive plan. F2 · price: Per share value is the average of the high and low trading price for the Company's common shares on the New York Stock Exchange on March 7, 2017. Read SEC document |
| September 09, 2016 Filed Sep 9, 2016 20:38 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | PurchaseCommon Shares | 2,289 | $18.25 | $41,771.96 |
DisclosureSEC source: 0001225208-16-039206 · doc4.xml · nonDerivative · entry 1 PEERY BRYAN · CIK 0001269956 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,091 Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 16:13 UTC | Apple REIT Ten, Inc. NONE · Entity 182568 | Disposition to issuerSeries B Convertible Preferred Shares | 15,045 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-038818 · doc4.xml · nonDerivative · entry 2 PEERY BRYAN · CIK 0001269956 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: Disposed of pursuant to merger agreement between issuer and Apple Hospitality in exchange for (i) 95,138 Apple Hospitality common shares having a closing market value of $18.94 per share on the effective date of the Merger, and (ii) approximately $182,259 in cash. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 16:13 UTC | Apple REIT Ten, Inc. NONE · Entity 182568 | OtherSeries B Convertible Preferred Shares | 15,045 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-038818 · doc4.xml · nonDerivative · entry 1 PEERY BRYAN · CIK 0001269956 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,045 F1 · kind: Glade M. Knight, the record holder of all the outstanding Series B Convertible Preferred Shares of the issuer, previously agreed to assign certain benefits (if any) to the reporting person associated with 15,045 Series B Convertible Preferred Shares, including the right of conversion upon the occurrence of certain events, including a merger of the issuer. On September 1, 2016, the issuer merged (the "Merger") with and into a wholly-owned subsidiary of Apple Hospitality REIT, Inc. ("Apple Hospitality"). F1 · price: Glade M. Knight, the record holder of all the outstanding Series B Convertible Preferred Shares of the issuer, previously agreed to assign certain benefits (if any) to the reporting person associated with 15,045 Series B Convertible Preferred Shares, including the right of conversion upon the occurrence of certain events, including a merger of the issuer. On September 1, 2016, the issuer merged (the "Merger") with and into a wholly-owned subsidiary of Apple Hospitality REIT, Inc. ("Apple Hospitality"). Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 20:11 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 95,138 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-038814 · doc4.xml · nonDerivative · entry 1 PEERY BRYAN · CIK 0001269956 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,802 F1 · price: Received in exchange for 15,045 Series B Preferred Shares of Apple REIT Ten, Inc. ("Apple Ten") in connection with the merger of Apple Ten into a wholly-owned subsidiary of the issuer (the "Merger") along with approximately an aggregate of $182,259 in cash consideration. There was no active trading market for Apple Ten Series B Preferred Shares as of the date of the Merger. Apple Hospitality common shares had a closing market value of $18.94 per share on the effective date of the Merger. 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.