Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RMR GROUP INC.NASDAQ:RMR · Entity 5848 | Exec. VP of The RMR Group LLC | September 25, 2019 | September 27, 2019 |
| TravelCenters of America Inc. /MD/TA · Entity 113494 | Director · CEO | December 13, 2019 | December 16, 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.
RMR GROUP INC.
Report date September 25, 2019 · Filed September 27, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 11,015 |
Reported balance
After 2019-09-25 transaction · row 1
1 source rowRow 1 · 2019-09-25 · Tax withholding · Disposed 709 · Balance 11,015 F1: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. |
Filing footnotes · ownership attribution and instrument terms
F1: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3.
TravelCenters of America Inc. /MD/
Report date December 13, 2019 · Filed December 16, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 137,957 |
Reported balance
After 2019-12-13 transaction · row 1
1 source rowRow 1 · 2019-12-13 · Sale · Disposed 8,469 · Balance 137,957 F1: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. |
Filing footnotes · ownership attribution and instrument terms
F1: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3.
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 13, 2019 Filed Dec 16, 2019 16:13 UTC | TravelCenters of America Inc. /MD/ TA · Entity 113494 | SaleCommon Stock | 8,469 | $9.05 | $76,644.45 |
DisclosureSEC source: 0001378453-19-000078 · wf-form4_157653078867948.xml · nonDerivative · entry 1 REBHOLZ ANDREW J · CIK 0001388030 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,957 F1 · price: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 25, 2019 Filed Sep 27, 2019 16:18 UTC | RMR GROUP INC. NASDAQ:RMR · Entity 5848 | Tax withholdingClass A Common Stock | 709 | $44.60 | $31,621.40 |
DisclosureSEC source: 0001104659-19-051809 · a4.xml · nonDerivative · entry 1 REBHOLZ ANDREW J · CIK 0001388030 · Exec. VP of The RMR Group LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,015 F1 · price: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 18, 2019 Filed Sep 20, 2019 17:27 UTC | RMR GROUP INC. NASDAQ:RMR · Entity 5848 | GrantClass A Common Stock | 5,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-19-050912 · a4.xml · nonDerivative · entry 1 REBHOLZ ANDREW J · CIK 0001388030 · Exec. VP of The RMR Group LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,724 F1 · price: Transaction reported is grant of shares pursuant to the issuer's equity compensation plan. Read SEC document |
| May 23, 2019 Filed May 23, 2019 16:13 UTC | TravelCenters of America Inc. /MD/ TA · Entity 113494 | GrantCommon Shares | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001378453-19-000032 · wf-form4_155864240420825.xml · nonDerivative · entry 1 REBHOLZ ANDREW J · CIK 0001388030 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 732,132 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| December 07, 2018 Filed Dec 11, 2018 16:09 UTC | TravelCenters of America Inc. /MD/ TA · Entity 113494 | Tax withholdingCommon Shares | 40,612 | $4.52 | $183,566.24 |
DisclosureSEC source: 0001378453-18-000084 · wf-form4_154456258192782.xml · nonDerivative · entry 1 REBHOLZ ANDREW J · CIK 0001388030 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 722,132 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| November 28, 2018 Filed Nov 29, 2018 16:20 UTC | TravelCenters of America Inc. /MD/ TA · Entity 113494 | GrantCommon Shares | 150,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001378453-18-000060 · wf-form4_154352642213047.xml · nonDerivative · entry 1 REBHOLZ ANDREW J · CIK 0001388030 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 762,744 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| September 24, 2018 Filed Sep 26, 2018 16:16 UTC | RMR GROUP INC. NASDAQ:RMR · Entity 5848 | Tax withholdingClass A Common Stock | 402 | $92.80 | $37,305.60 |
DisclosureSEC source: 0001104659-18-058738 · a4.xml · nonDerivative · entry 1 REBHOLZ ANDREW J · CIK 0001388030 · Exec. VP of The RMR Group LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,724 F1 · price: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 13, 2018 Filed Sep 17, 2018 16:54 UTC | RMR GROUP INC. NASDAQ:RMR · Entity 5848 | GrantClass A Common Stock | 4,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-18-057247 · a4.xml · nonDerivative · entry 1 REBHOLZ ANDREW J · CIK 0001388030 · Exec. VP of The RMR Group LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,126 F1 · price: Transaction reported is grant of shares pursuant to the issuer's equity compensation plan. Read SEC document |
| May 23, 2018 Filed May 23, 2018 16:38 UTC | TravelCenters of America Inc. /MD/ TA · Entity 113494 | GrantCommon Shares | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001378453-18-000032 · wf-form4_152710787510556.xml · nonDerivative · entry 1 REBHOLZ ANDREW J · CIK 0001388030 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 612,744 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| March 15, 2018 Filed Mar 16, 2018 08:41 UTC | TravelCenters of America Inc. /MD/ TA · Entity 113494 | GrantCommon Shares | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001378453-18-000013 · wf-form4_152120409451850.xml · nonDerivative · entry 1 REBHOLZ ANDREW J · CIK 0001388030 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 602,744 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| December 08, 2017 Filed Dec 11, 2017 17:42 UTC | TravelCenters of America Inc. /MD/ TA · Entity 113494 | Tax withholdingCommon Shares | 37,777 | $4.35 | $164,329.95 |
DisclosureSEC source: 0001378453-17-000076 · wf-form4_151303216583149.xml · nonDerivative · entry 1 REBHOLZ ANDREW J · CIK 0001388030 · Exec. VP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 592,744 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| November 29, 2017 Filed Nov 30, 2017 16:52 UTC | TravelCenters of America Inc. /MD/ TA · Entity 113494 | GrantCommon Shares | 110,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001378453-17-000061 · wf-form4_151207875266370.xml · nonDerivative · entry 1 REBHOLZ ANDREW J · CIK 0001388030 · Exec. VP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 630,521 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| December 08, 2016 Filed Dec 12, 2016 16:41 UTC | TravelCenters of America Inc. /MD/ TA · Entity 113494 | Tax withholdingCommon Shares | 22,429 | $6.55 | $146,909.95 |
DisclosureSEC source: 0001378453-16-000101 · wf-form4_148157890010467.xml · nonDerivative · entry 1 REBHOLZ ANDREW J · CIK 0001388030 · Exec. VP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 520,521 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 16:15 UTC | TravelCenters of America Inc. /MD/ TA · Entity 113494 | GrantCommon Shares | 100,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001378453-16-000087 · wf-form4_148062692726485.xml · nonDerivative · entry 1 REBHOLZ ANDREW J · CIK 0001388030 · Exec. VP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 542,950 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. 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.