Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ESSENTIAL PROPERTIES REALTY TRUST, INC.EPRT · Entity 3748 | Executive VP and CFO | January 08, 2020 | January 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.
ESSENTIAL PROPERTIES REALTY TRUST, INC.
Report date January 08, 2020 · Filed January 08, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 51,327 |
Reported balance
After 2020-01-08 transaction · row 1
1 source rowRow 1 · 2020-01-08 · Grant · Acquired 2,476 · Balance 51,327 F1: Reflects a grant of restricted stock units that vest ratably on the first, second, third and fourth anniversaries of the date of grant, subject to the reporting person's continued employment by the Issuer through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a grant of restricted stock units that vest ratably on the first, second, third and fourth anniversaries of the date of grant, subject to the reporting person's continued employment by the Issuer through the applicable 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 |
|---|---|---|---|---|---|---|
| January 08, 2020 Filed Jan 8, 2020 17:22 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 2,476 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-002564 · doc4.xml · nonDerivative · entry 1 Hai Hillary P · CIK 0001743350 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,327 F1 · shares: Reflects a grant of restricted stock units that vest ratably on the first, second, third and fourth anniversaries of the date of grant, subject to the reporting person's continued employment by the Issuer through the applicable vesting date. Read SEC document |
| July 17, 2019 Filed Jul 19, 2019 17:40 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | OtherOP Units · Derivative | 35,793 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-042804 · doc4.xml · derivative · entry 1 Hai Hillary P · CIK 0001743350 · Senior VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,793 Underlying: Common Stock · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: The OP Units ("OP Units") are units of limited partnership interest issued by Essential Properties, L.P., a Delaware limited partnership and the entity through which Essential Properties Realty Trust, Inc. (the "Company") holds substantially all of its assets and conducts its operations. The OP Units are redeemable by the holder for cash or, at the Company's election, may be exchanged for shares of the Company's common stock at a one-to-one ratio, subject to anti-dilution adjustments. F2 · date: The reporting person received these OP Units pursuant to a pro rata distribution made by EPRT Holdings, LLC ("EPRT Holdings"). The reporting person has a non-controlling equity interest in EPRT Holdings. F2 · price: The reporting person received these OP Units pursuant to a pro rata distribution made by EPRT Holdings, LLC ("EPRT Holdings"). The reporting person has a non-controlling equity interest in EPRT Holdings. F1 · derivative.exercise_date: The OP Units ("OP Units") are units of limited partnership interest issued by Essential Properties, L.P., a Delaware limited partnership and the entity through which Essential Properties Realty Trust, Inc. (the "Company") holds substantially all of its assets and conducts its operations. The OP Units are redeemable by the holder for cash or, at the Company's election, may be exchanged for shares of the Company's common stock at a one-to-one ratio, subject to anti-dilution adjustments. F1 · derivative.expiration_date: The OP Units ("OP Units") are units of limited partnership interest issued by Essential Properties, L.P., a Delaware limited partnership and the entity through which Essential Properties Realty Trust, Inc. (the "Company") holds substantially all of its assets and conducts its operations. The OP Units are redeemable by the holder for cash or, at the Company's election, may be exchanged for shares of the Company's common stock at a one-to-one ratio, subject to anti-dilution adjustments. F1 · derivative.underlying_shares: The OP Units ("OP Units") are units of limited partnership interest issued by Essential Properties, L.P., a Delaware limited partnership and the entity through which Essential Properties Realty Trust, Inc. (the "Company") holds substantially all of its assets and conducts its operations. The OP Units are redeemable by the holder for cash or, at the Company's election, may be exchanged for shares of the Company's common stock at a one-to-one ratio, subject to anti-dilution adjustments. Read SEC document |
| January 08, 2019 Filed Jan 10, 2019 12:53 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 3,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-003218 · doc4.xml · nonDerivative · entry 1 Hai Hillary P · CIK 0001743350 · Senior VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,851 F1 · shares: Reflects a grant of restricted shares that vest ratably on the first, second, third and fourth anniversaries of the date of grant, subject to the reporting person's continued employment by the Issuer through the applicable vesting date. Read SEC document |
| June 25, 2018 Filed Jun 27, 2018 16:51 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 40,323 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-030137 · form4.xml · nonDerivative · entry 1 Hai Hillary P · CIK 0001743350 · Senior VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,323 F1 · shares: Reflects a grant of restricted shares that vest ratably on the first, second and third anniversaries of the date of grant, subject to the reporting person's continued employment by the Issuer through the applicable vesting date. Read SEC document |
| June 25, 2018 Filed Jul 12, 2018 16:15 UTC Amendment | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | PurchaseCommon Stock | 5,000 | $14.00 | $70,000.00 |
DisclosureSEC source: 0001140361-18-032265 · form4.xml · nonDerivative · entry 1 Hai Hillary P · CIK 0001743350 · Senior VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,323 F1 · shares: This transaction was inadvertently omitted from the reporting person's Form 4 filed June 27, 2018. 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.