Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| REALTY INCOME CORPO · Entity 3009 | EVP CFO & Treasurer | January 01, 2020 | January 03, 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.
REALTY INCOME CORP
Report date January 01, 2020 · Filed January 03, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,344 |
Reported balance
After 2020-01-01 transaction · row 1
1 source rowRow 1 · 2020-01-01 · Tax withholding · Disposed 8,635 · Balance 21,344 F1: This amount represents shares automatically withheld upon the vesting of 15,819 restricted shares and units of common stock on January 1, 2020, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. |
Filing footnotes · ownership attribution and instrument terms
F1: This amount represents shares automatically withheld upon the vesting of 15,819 restricted shares and units of common stock on January 1, 2020, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding.
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 01, 2020 Filed Jan 3, 2020 22:37 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 8,635 | $73.63 | $635,795.05 |
DisclosureSEC source: 0000726728-20-000010 · edgardoc.xml · nonDerivative · entry 1 MEURER PAUL M · CIK 0001206776 · EVP CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,344 F1 · shares: This amount represents shares automatically withheld upon the vesting of 15,819 restricted shares and units of common stock on January 1, 2020, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| November 10, 2019 Filed Nov 13, 2019 21:30 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 489 | $76.32 | $37,320.48 |
DisclosureSEC source: 0000726728-19-000105 · edgardoc.xml · nonDerivative · entry 1 MEURER PAUL M · CIK 0001206776 · EVP CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,979 F1 · shares: This amount represents shares automatically withheld upon the vesting of 921 restricted shares of common stock on November 10, 2019, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| September 09, 2019 Filed Sep 11, 2019 20:29 UTC | REALTY INCOME CORP O · Entity 3009 | SaleCommon Stock | 10,000 | $75.33 | $753,300.00 |
DisclosureSEC source: 0000726728-19-000088 · edgardoc.xml · nonDerivative · entry 1 MEURER PAUL M · CIK 0001206776 · EVP CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,468 Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:31 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 3,705 | $69.58 | $257,793.90 |
DisclosureSEC source: 0000726728-19-000023 · edgardoc.xml · nonDerivative · entry 3 MEURER PAUL M · CIK 0001206776 · EVP CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,468 F3 · shares: Represents shares automatically withheld upon the issuance of 6,883 shares of common stock on February 13, 2019, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:31 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 13,767 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-19-000023 · edgardoc.xml · nonDerivative · entry 2 MEURER PAUL M · CIK 0001206776 · EVP CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,173 F2 · price: Represents shares and units awarded as a result of the Company having met certain performance criteria, pursuant to the reporting person's grant of performance shares on January 14, 2016. Fifty percent were issued as common stock that immediately vested. The remaining fifty percent are units subject to time vesting through January 1, 2020. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:31 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 4,212 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-19-000023 · edgardoc.xml · nonDerivative · entry 1 MEURER PAUL M · CIK 0001206776 · EVP CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,406 F1 · price: Shares granted through an incentive plan; no consideration was paid. Shares vest over 4 years. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 22:48 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 10,478 | $63.04 | $660,533.12 |
DisclosureSEC source: 0000726728-19-000007 · edgardoc.xml · nonDerivative · entry 1 MEURER PAUL M · CIK 0001206776 · EVP CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,194 F1 · shares: This amount represents shares automatically withheld upon the vesting of 19,216 restricted shares and units of common stock on January 1, 2019, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| November 10, 2018 Filed Nov 14, 2018 22:00 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 488 | $62.76 | $30,626.88 |
DisclosureSEC source: 0000726728-18-000116 · edgardoc.xml · nonDerivative · entry 1 MEURER PAUL M · CIK 0001206776 · EVP CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,672 F1 · shares: This amount represents shares automatically withheld upon the vesting of 921 restricted shares of common stock on November 10, 2018, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| August 06, 2018 Filed Aug 6, 2018 22:04 UTC | REALTY INCOME CORP O · Entity 3009 | SaleCommon Stock | 13,285 | $57.62 | $765,481.70 |
DisclosureSEC source: 0000726728-18-000092 · edgardoc.xml · nonDerivative · entry 1 MEURER PAUL M · CIK 0001206776 · EVP CFO & Treasure 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,160 Read SEC document |
| February 16, 2018 Filed Feb 22, 2018 01:37 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 3,744 | $49.96 | $187,050.24 |
DisclosureSEC source: 0000726728-18-000027 · edgardoc.xml · nonDerivative · entry 3 MEURER PAUL M · CIK 0001206776 · EVP CFO & Treasure 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,445 F3 · shares: Represents shares automatically withheld upon the issuance of 7,008 shares of common stock on February 16, 2018, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| February 16, 2018 Filed Feb 22, 2018 01:37 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 14,016 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-18-000027 · edgardoc.xml · nonDerivative · entry 2 MEURER PAUL M · CIK 0001206776 · EVP CFO & Treasure 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,189 F2 · price: Represents shares and units awarded as a result of the Company having met certain performance criteria, pursuant to the reporting person's grant of performance shares on February 9, 2015. Fifty percent were issued as common stock that immediately vested. The remaining fifty percent are units subject to time vesting through January 1, 2019. Read SEC document |
| February 16, 2018 Filed Feb 22, 2018 01:37 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 5,254 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-18-000027 · edgardoc.xml · nonDerivative · entry 1 MEURER PAUL M · CIK 0001206776 · EVP CFO & Treasure 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,173 F1 · price: Shares granted through an incentive plan; no consideration was paid. Shares vest over 4 years. Read SEC document |
| January 01, 2018 Filed Jan 4, 2018 01:03 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 12,631 | $57.02 | $720,219.62 |
DisclosureSEC source: 0000726728-18-000014 · edgardoc.xml · nonDerivative · entry 1 MEURER PAUL M · CIK 0001206776 · EVP CFO & Treasure 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,919 F1 · shares: This amount represents shares automatically withheld upon the vesting of 22,240 restricted shares and units of common stock on January 1, 2018, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| November 10, 2017 Filed Nov 15, 2017 02:08 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 509 | $56.27 | $28,641.43 |
DisclosureSEC source: 0000726728-17-000097 · edgardoc.xml · nonDerivative · entry 1 MEURER PAUL M · CIK 0001206776 · EVP CFO & Treasure 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,550 F1 · shares: This amount represents shares automatically withheld upon the vesting of 921 restricted shares of common stock on November 10, 2017, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| November 02, 2017 Filed Nov 3, 2017 20:02 UTC | REALTY INCOME CORP O · Entity 3009 | SaleCommon Stock | 5,603 | $54.75 | $306,764.25 |
DisclosureSEC source: 0000726728-17-000084 · edgardoc.xml · nonDerivative · entry 1 MEURER PAUL M · CIK 0001206776 · EVP CFO & Treasure 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,059 Read SEC document |
| March 21, 2017 Filed Mar 22, 2017 22:18 UTC | REALTY INCOME CORP O · Entity 3009 | SaleCommon Stock | 16,500 | $60.00 | $990,000.00 |
DisclosureSEC source: 0000726728-17-000050 · edgardoc.xml · nonDerivative · entry 1 MEURER PAUL M · CIK 0001206776 · EVP CFO & Treasure 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,662 Read SEC document |
| February 14, 2017 Filed Feb 17, 2017 00:45 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 4,442 | $60.78 | $269,984.76 |
DisclosureSEC source: 0000726728-17-000035 · edgardoc.xml · nonDerivative · entry 3 MEURER PAUL M · CIK 0001206776 · EVP CFO & Treasure 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,162 F3 · shares: Represents shares automatically withheld upon the issuance of 7,907 shares of common stock on February 14, 2017, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| February 14, 2017 Filed Feb 17, 2017 00:45 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 15,813 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-17-000035 · edgardoc.xml · nonDerivative · entry 2 MEURER PAUL M · CIK 0001206776 · EVP CFO & Treasure 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,604 F2 · price: Represents shares and units awarded as a result of the Company having met certain performance criteria, pursuant to the reporting person's grant of performance shares on April 10, 2014. Fifty percent were issued as common stock that immediately vested. The remaining fifty percent are units subject to time vesting through January 1, 2018. Read SEC document |
| February 14, 2017 Filed Feb 17, 2017 00:45 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 9,818 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-17-000035 · edgardoc.xml · nonDerivative · entry 1 MEURER PAUL M · CIK 0001206776 · EVP CFO & Treasure 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,791 F1 · price: Shares granted through an incentive plan; no consideration was paid. Shares vest over 4 years. Read SEC document |
| January 01, 2017 Filed Jan 5, 2017 01:08 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 8,291 | $57.48 | $476,566.68 |
DisclosureSEC source: 0000726728-17-000008 · edgardoc.xml · nonDerivative · entry 1 MEURER PAUL M · CIK 0001206776 · EVP CFO & Treasure 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,973 F1 · shares: This amount represents shares automatically withheld upon the vesting of 15,935 restricted shares of common stock on January 1, 2017, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| November 10, 2016 Filed Nov 16, 2016 01:04 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 3,685 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-16-000065 · edgardoc.xml · nonDerivative · entry 1 MEURER PAUL M · CIK 0001206776 · EVP CFO & Treasure 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,264 F1 · price: Shares granted through an incentive plan; no consideration was paid. Shares vest evenly over 4 years. 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.