Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Goldman Sachs Real Estate Diversified Income FundGSRXH · Entity 53576 | Director | January 01, 2024 | January 03, 2024 |
| VERIZON COMMUNICATIONS INCVZ · Entity 116 | Director | March 01, 2024 | March 05, 2024 |
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.
Goldman Sachs Real Estate Diversified Income Fund
Report date January 01, 2024 · Filed January 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2024-01-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
VERIZON COMMUNICATIONS INC
Report date March 01, 2024 · Filed March 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | IndirectBy Deferred Compensation Plan | 46,855 |
Reported balance
After 2024-03-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-03-01 · Grant · Acquired 5,224 · Balance 46,855 F1: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2: Includes phantom stock acquired through dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director.
F2: Includes phantom stock acquired through dividend reinvestment.
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 01, 2024 Filed Mar 5, 2024 17:01 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock · Derivative | 5,224 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-005398 · form4.xml · derivative · entry 1 Weaver Gregory G. · CIK 0001651274 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 46,855 Underlying: Common Stock · 5,224 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 13:12 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock · Derivative | 5,483 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-005715 · form4.xml · derivative · entry 1 Weaver Gregory G. · CIK 0001651274 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 38,809 Underlying: Common Stock · 5,483 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 17:32 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock · Derivative | 3,264 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-006542 · form4.xml · derivative · entry 1 Weaver Gregory G. · CIK 0001651274 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 31,375 Underlying: Common Stock · 3,264 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 13:39 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock · Derivative | 3,161 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-002250 · form4.xml · derivative · entry 1 Weaver Gregory G. · CIK 0001651274 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 26,848 Underlying: Common Stock · 3,161 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 13:09 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock · Derivative | 3,053 | $0.00 | $0.00 |
DisclosureSEC source: 0001611593-20-000052 · edgar.xml · derivative · entry 1 Weaver Gregory G. · CIK 0001651274 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 22,673 Underlying: Common Stock · 3,053 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| March 08, 2019 Filed Mar 12, 2019 12:23 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock · Derivative | 3,096 | $0.00 | $0.00 |
DisclosureSEC source: 0001611593-19-000086 · edgar.xml · derivative · entry 1 Weaver Gregory G. · CIK 0001651274 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 18,811 Underlying: Common Stock · 3,096 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| March 06, 2018 Filed Mar 8, 2018 20:12 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock · Derivative | 3,579 | $0.00 | $0.00 |
DisclosureSEC source: 0001611593-18-000066 · edgar.xml · derivative · entry 1 Weaver Gregory G. · CIK 0001651274 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 15,023 Underlying: Common Stock · 3,579 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 13:18 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock · Derivative | 3,494 | $0.00 | $0.00 |
DisclosureSEC source: 0001611593-17-000073 · edgar.xml · derivative · entry 1 Weaver Gregory G. · CIK 0001651274 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 10,905 Underlying: Common Stock · 3,494 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| March 04, 2016 Filed Mar 8, 2016 16:59 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock · Derivative | 2,895 | $0.00 | $0.00 |
DisclosureSEC source: 0001611593-16-000413 · edgar.xml · derivative · entry 1 Weaver Gregory G. · CIK 0001651274 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 7,084 Underlying: Common Stock · 2,895 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| September 03, 2015 Filed Sep 8, 2015 15:50 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock · Derivative | 4,093.613 | $45.72 | $187,159.99 |
DisclosureSEC source: 0001611593-15-000247 · edgar.xml · derivative · entry 1 Weaver Gregory G. · CIK 0001651274 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 4,093.613 Underlying: Common Stock · 4,093.613 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. 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.