Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APARTMENT INVESTMENT & MANAGEMENT COAIV · Entity 5661 | Executive Vice President | December 16, 2019 | December 19, 2019 |
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.
APARTMENT INVESTMENT & MANAGEMENT CO
Report date December 16, 2019 · Filed December 19, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 95,003 |
Ending reported balance
After 2019-12-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-12-16 · Gift · Disposed 432 · Balance 95,239 F1: Charitable gift to 501c3 organization. Row 2 · 2019-12-17 · Gift · Disposed 236 · Balance 95,003 F1: Charitable gift to 501c3 organization. |
| Class A Common StockSEC Table I · non-derivative | IndirectHeld in an IRA belonging to the reporting person's wife | 83 |
Reported balance
Holding disclosure · report date 2019-12-16 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 83 |
| Class A Common StockSEC Table I · non-derivative | IndirectHeld by reporting person's wife | 48,984 |
Reported balance
Holding disclosure · report date 2019-12-16 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 48,984 |
Filing footnotes · ownership attribution and instrument terms
F1: Charitable gift to 501c3 organization.
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 |
|---|---|---|---|---|---|---|
| December 17, 2019 Filed Dec 19, 2019 00:02 UTC | APARTMENT INVESTMENT & MANAGEMENT CO AIV · Entity 5661 | GiftClass A Common Stock | 236 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001229384-19-000056 · edgar.xml · nonDerivative · entry 2 CORTEZ MILES · CIK 0001229388 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,003 F1 · price: Charitable gift to 501c3 organization. Read SEC document |
| December 16, 2019 Filed Dec 19, 2019 00:02 UTC | APARTMENT INVESTMENT & MANAGEMENT CO AIV · Entity 5661 | GiftClass A Common Stock | 432 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001229384-19-000056 · edgar.xml · nonDerivative · entry 1 CORTEZ MILES · CIK 0001229388 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,239 F1 · price: Charitable gift to 501c3 organization. Read SEC document |
| May 22, 2019 Filed May 24, 2019 20:06 UTC | APARTMENT INVESTMENT & MANAGEMENT CO AIV · Entity 5661 | SaleClass A Common Stock | 6,205 | $50.30 | $312,111.50 |
DisclosureSEC source: 0001229384-19-000050 · edgar.xml · nonDerivative · entry 2 CORTEZ MILES · CIK 0001229388 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,671 Read SEC document |
| March 22, 2019 Filed May 24, 2019 20:06 UTC | APARTMENT INVESTMENT & MANAGEMENT CO AIV · Entity 5661 | OtherClass A Common Stock | 50 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001229384-19-000050 · edgar.xml · nonDerivative · entry 1 CORTEZ MILES · CIK 0001229388 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,876 F1 · shares: Aimco effected a 1 for 1.03119 reverse split on February 20, 2019, and then paid a special dividend on March 22, 2019, resulting in the reporting person's ownership of 50 additional shares of common stock. F2 · price: Shares acquired in special dividend paid on March 22, 2019, price column not applicable. Read SEC document |
| February 19, 2019 Filed Feb 19, 2019 23:07 UTC | APARTMENT INVESTMENT & MANAGEMENT CO AIV · Entity 5661 | SaleClass A Common Stock | 9,500 | $49.50 | $470,250.95 |
DisclosureSEC source: 0001229384-19-000044 · edgar.xml · nonDerivative · entry 3 CORTEZ MILES · CIK 0001229388 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Held by reporting person's wife Disclosed balance after: 48,984 F1 · price: This is a weighted average price. The prices for which the shares were actually sold ranged from $49.50 to $49.52. The reporting person has provided to the issuer and will provide to any security holder or the staff of the Securities and Exchange Commission, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| December 04, 2018 Filed Dec 6, 2018 23:22 UTC | APARTMENT INVESTMENT & MANAGEMENT CO AIV · Entity 5661 | GiftClass A Common Stock | 630 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001229384-18-000056 · edgar.xml · nonDerivative · entry 1 CORTEZ MILES · CIK 0001229388 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,826 F1 · price: Charitable gifts to various 501c3 organizations. Read SEC document |
| January 29, 2018 Filed Jan 30, 2018 23:44 UTC | APARTMENT INVESTMENT & MANAGEMENT CO AIV · Entity 5661 | SaleClass A Common Stock | 2,587 | $41.90 | $108,395.30 |
DisclosureSEC source: 0001229384-18-000010 · edgar.xml · nonDerivative · entry 1 CORTEZ MILES · CIK 0001229388 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,456 Read SEC document |
| December 04, 2017 Filed Dec 13, 2017 23:40 UTC | APARTMENT INVESTMENT & MANAGEMENT CO AIV · Entity 5661 | GiftClass A Common Stock | 900 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001229384-17-000057 · edgar.xml · nonDerivative · entry 1 CORTEZ MILES · CIK 0001229388 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,043 F1 · price: Charitable gifts to various 501c3 organizations. Read SEC document |
| January 30, 2017 Filed Jan 31, 2017 00:06 UTC | APARTMENT INVESTMENT & MANAGEMENT CO AIV · Entity 5661 | SaleClass A Common Stock | 1,241 | $44.27 | $54,939.07 |
DisclosureSEC source: 0001229384-17-000008 · edgar.xml · nonDerivative · entry 2 CORTEZ MILES · CIK 0001229388 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,943 Read SEC document |
| January 27, 2017 Filed Jan 31, 2017 00:06 UTC | APARTMENT INVESTMENT & MANAGEMENT CO AIV · Entity 5661 | SaleClass A Common Stock | 1,686 | $44.64 | $75,263.04 |
DisclosureSEC source: 0001229384-17-000008 · edgar.xml · nonDerivative · entry 1 CORTEZ MILES · CIK 0001229388 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,184 Read SEC document |
| December 13, 2016 Filed Dec 14, 2016 23:14 UTC | APARTMENT INVESTMENT & MANAGEMENT CO AIV · Entity 5661 | GiftClass A Common Stock | 635 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001229384-16-000136 · edgar.xml · nonDerivative · entry 1 CORTEZ MILES · CIK 0001229388 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,870 F1 · price: Charitable gifts to various 501c3 organizations. 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.