Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Apple Hospitality REIT, Inc.APLE · Entity 595 | Director | November 29, 2019 | December 03, 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.
Apple Hospitality REIT, Inc.
Report date November 29, 2019 · Filed December 03, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 16,667 |
Reported balance
After 2019-11-29 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-11-29 · Grant · Acquired 2,691 · Balance 16,667 F1: Each Deferred Stock Unit is economically equivalent to one share of Common Stock. F2: Deferred Stock Units credited to the reporting person under the Apple Hospitality REIT, Inc. Non- Employee Director Deferral Program (the "Deferral Plan"), under the Apple Hospitality REIT, Inc. 2014 Omnibus Incentive Plan, which includes voluntary deferred compensation. F3: The Deferred Stock Units credited under the Deferral Plan are generally payable in the form elected or provided under the Deferral Plan on the earlier of (i) the date or event elected by the reporting person, or (ii) upon death, disability or change in control as defined under the Deferral Plan. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 16,925 |
Reported balance
After 2019-11-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-11-29 · Other · Acquired 258 · Balance 16,925 F1: Each Deferred Stock Unit is economically equivalent to one share of Common Stock. F4: Represents Deferred Stock Units granted pursuant to dividend equivalent rights on previously awarded Deferred Stock Units. F3: The Deferred Stock Units credited under the Deferral Plan are generally payable in the form elected or provided under the Deferral Plan on the earlier of (i) the date or event elected by the reporting person, or (ii) upon death, disability or change in control as defined under the Deferral Plan. |
| Common SharesSEC Table I · non-derivative | Direct | 14,654 |
Reported balance
Holding disclosure · report date 2019-11-29 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 14,654 |
Filing footnotes · ownership attribution and instrument terms
F1: Each Deferred Stock Unit is economically equivalent to one share of Common Stock.
F2: Deferred Stock Units credited to the reporting person under the Apple Hospitality REIT, Inc. Non- Employee Director Deferral Program (the "Deferral Plan"), under the Apple Hospitality REIT, Inc. 2014 Omnibus Incentive Plan, which includes voluntary deferred compensation.
F3: The Deferred Stock Units credited under the Deferral Plan are generally payable in the form elected or provided under the Deferral Plan on the earlier of (i) the date or event elected by the reporting person, or (ii) upon death, disability or change in control as defined under the Deferral Plan.
F4: Represents Deferred Stock Units granted pursuant to dividend equivalent rights on previously awarded Deferred Stock Units.
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 |
|---|---|---|---|---|---|---|
| November 29, 2019 Filed Dec 3, 2019 21:23 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | OtherDeferred Stock Units · Derivative | 258 | $16.26 | $4,195.08 |
DisclosureSEC source: 0001225208-19-015222 · doc4.xml · derivative · entry 3 MATSON BRUCE H · CIK 0001242676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,925 Underlying: Common Shares · 258 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Stock Unit is economically equivalent to one share of Common Stock. F4 · shares: Represents Deferred Stock Units granted pursuant to dividend equivalent rights on previously awarded Deferred Stock Units. F3 · derivative.exercise_date: The Deferred Stock Units credited under the Deferral Plan are generally payable in the form elected or provided under the Deferral Plan on the earlier of (i) the date or event elected by the reporting person, or (ii) upon death, disability or change in control as defined under the Deferral Plan. F3 · derivative.expiration_date: The Deferred Stock Units credited under the Deferral Plan are generally payable in the form elected or provided under the Deferral Plan on the earlier of (i) the date or event elected by the reporting person, or (ii) upon death, disability or change in control as defined under the Deferral Plan. Read SEC document |
| November 29, 2019 Filed Dec 3, 2019 21:23 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantDeferred Stock Units · Derivative | 2,691 | $16.26 | $43,755.66 |
DisclosureSEC source: 0001225208-19-015222 · doc4.xml · derivative · entry 2 MATSON BRUCE H · CIK 0001242676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,667 Underlying: Common Shares · 2,691 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Stock Unit is economically equivalent to one share of Common Stock. F2 · shares: Deferred Stock Units credited to the reporting person under the Apple Hospitality REIT, Inc. Non- Employee Director Deferral Program (the "Deferral Plan"), under the Apple Hospitality REIT, Inc. 2014 Omnibus Incentive Plan, which includes voluntary deferred compensation. F3 · derivative.exercise_date: The Deferred Stock Units credited under the Deferral Plan are generally payable in the form elected or provided under the Deferral Plan on the earlier of (i) the date or event elected by the reporting person, or (ii) upon death, disability or change in control as defined under the Deferral Plan. F3 · derivative.expiration_date: The Deferred Stock Units credited under the Deferral Plan are generally payable in the form elected or provided under the Deferral Plan on the earlier of (i) the date or event elected by the reporting person, or (ii) upon death, disability or change in control as defined under the Deferral Plan. Read SEC document |
| August 30, 2019 Filed Sep 4, 2019 20:40 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | OtherDeferred Stock Units · Derivative | 208 | $15.93 | $3,313.44 |
DisclosureSEC source: 0001225208-19-012128 · doc4.xml · derivative · entry 3 MATSON BRUCE H · CIK 0001242676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,976 Underlying: Common Shares · 208 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Stock Unit is economically equivalent to one share of Common Stock. F4 · shares: Represents Deferred Stock Units granted pursuant to dividend equivalent rights on previously awarded Deferred Stock Units. F3 · derivative.exercise_date: The Deferred Stock Units credited under the Deferral Plan are generally payable in the form elected or provided under the Deferral Plan on the earlier of (i) the date or event elected by the reporting person, or (ii) upon death, disability or change in control as defined under the Deferral Plan. F3 · derivative.expiration_date: The Deferred Stock Units credited under the Deferral Plan are generally payable in the form elected or provided under the Deferral Plan on the earlier of (i) the date or event elected by the reporting person, or (ii) upon death, disability or change in control as defined under the Deferral Plan. Read SEC document |
| August 30, 2019 Filed Sep 4, 2019 20:40 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantDeferred Stock Units · Derivative | 2,746 | $15.93 | $43,743.78 |
DisclosureSEC source: 0001225208-19-012128 · doc4.xml · derivative · entry 2 MATSON BRUCE H · CIK 0001242676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,768 Underlying: Common Shares · 2,746 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Stock Unit is economically equivalent to one share of Common Stock. F2 · shares: Deferred Stock Units credited to the reporting person under the Apple Hospitality REIT, Inc. Non- Employee Director Deferral Program (the "Deferral Plan"), under the Apple Hospitality REIT, Inc. 2014 Omnibus Incentive Plan, which includes voluntary deferred compensation. F3 · derivative.exercise_date: The Deferred Stock Units credited under the Deferral Plan are generally payable in the form elected or provided under the Deferral Plan on the earlier of (i) the date or event elected by the reporting person, or (ii) upon death, disability or change in control as defined under the Deferral Plan. F3 · derivative.expiration_date: The Deferred Stock Units credited under the Deferral Plan are generally payable in the form elected or provided under the Deferral Plan on the earlier of (i) the date or event elected by the reporting person, or (ii) upon death, disability or change in control as defined under the Deferral Plan. Read SEC document |
| May 31, 2019 Filed Jun 3, 2019 20:35 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | OtherDeferred Stock Units · Derivative | 156 | $15.44 | $2,408.64 |
DisclosureSEC source: 0001225208-19-008721 · doc4.xml · derivative · entry 3 MATSON BRUCE H · CIK 0001242676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,022 Underlying: Common Shares · 156 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Stock Unit is economically equivalent to one share of Common Stock. F4 · shares: Represents Deferred Stock Units granted pursuant to dividend equivalent rights on previously awarded Deferred Stock Units. F3 · derivative.exercise_date: The Deferred Stock Units credited under the Deferral Plan are generally payable in the form elected or provided under the Deferral Plan on the earlier of (i) the date or event elected by the reporting person, or (ii) upon death, disability or change in control as defined under the Deferral Plan. F3 · derivative.expiration_date: The Deferred Stock Units credited under the Deferral Plan are generally payable in the form elected or provided under the Deferral Plan on the earlier of (i) the date or event elected by the reporting person, or (ii) upon death, disability or change in control as defined under the Deferral Plan. Read SEC document |
| May 31, 2019 Filed Jun 3, 2019 20:35 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantDeferred Stock Units · Derivative | 2,833 | $15.44 | $43,741.52 |
DisclosureSEC source: 0001225208-19-008721 · doc4.xml · derivative · entry 2 MATSON BRUCE H · CIK 0001242676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,866 Underlying: Common Shares · 2,833 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Stock Unit is economically equivalent to one share of Common Stock. F2 · shares: Deferred Stock Units credited to the reporting person under the Apple Hospitality REIT, Inc. Non- Employee Director Deferral Program (the "Deferral Plan"), under the Apple Hospitality REIT, Inc. 2014 Omnibus Incentive Plan, which includes voluntary deferred compensation. F3 · derivative.exercise_date: The Deferred Stock Units credited under the Deferral Plan are generally payable in the form elected or provided under the Deferral Plan on the earlier of (i) the date or event elected by the reporting person, or (ii) upon death, disability or change in control as defined under the Deferral Plan. F3 · derivative.expiration_date: The Deferred Stock Units credited under the Deferral Plan are generally payable in the form elected or provided under the Deferral Plan on the earlier of (i) the date or event elected by the reporting person, or (ii) upon death, disability or change in control as defined under the Deferral Plan. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 21:28 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | OtherDeferred Stock Units · Derivative | 96 | $16.48 | $1,582.08 |
DisclosureSEC source: 0001225208-19-004338 · doc4.xml · derivative · entry 3 MATSON BRUCE H · CIK 0001242676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,033 Underlying: Common Shares · 96 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Stock Unit is economically equivalent to one share of Common Stock. F4 · shares: Represents Deferred Stock Units granted pursuant to dividend equivalent rights on previously awarded Deferred Stock Units. F3 · derivative.exercise_date: The Deferred Stock Units credited under the Deferral Plan are generally payable in the form elected or provided under the Deferral Plan on the earlier of (i) the date or event elected by the reporting person, or (ii) upon death, disability or change in control as defined under the Deferral Plan. F3 · derivative.expiration_date: The Deferred Stock Units credited under the Deferral Plan are generally payable in the form elected or provided under the Deferral Plan on the earlier of (i) the date or event elected by the reporting person, or (ii) upon death, disability or change in control as defined under the Deferral Plan. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 21:28 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantDeferred Stock Units · Derivative | 2,655 | $16.48 | $43,754.40 |
DisclosureSEC source: 0001225208-19-004338 · doc4.xml · derivative · entry 2 MATSON BRUCE H · CIK 0001242676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,937 Underlying: Common Shares · 2,655 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Stock Unit is economically equivalent to one share of Common Stock. F2 · shares: Deferred Stock Units credited to the reporting person under the Apple Hospitality REIT, Inc. Non- Employee Director Deferral Program (the "Deferral Plan"), under the Apple Hospitality REIT, Inc. 2014 Omnibus Incentive Plan, which includes voluntary deferred compensation. F3 · derivative.exercise_date: The Deferred Stock Units credited under the Deferral Plan are generally payable in the form elected or provided under the Deferral Plan on the earlier of (i) the date or event elected by the reporting person, or (ii) upon death, disability or change in control as defined under the Deferral Plan. F3 · derivative.expiration_date: The Deferred Stock Units credited under the Deferral Plan are generally payable in the form elected or provided under the Deferral Plan on the earlier of (i) the date or event elected by the reporting person, or (ii) upon death, disability or change in control as defined under the Deferral Plan. Read SEC document |
| November 30, 2018 Filed Dec 4, 2018 21:16 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | OtherDeferred Stock Units · Derivative | 47 | $15.87 | $745.89 |
DisclosureSEC source: 0001225208-18-016138 · doc4.xml · derivative · entry 3 MATSON BRUCE H · CIK 0001242676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,282 Underlying: Common Shares · 47 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Stock Unit is economically equivalent to one share of Common Stock. F4 · shares: Represents Deferred Stock Units granted pursuant to dividend equivalent rights on previously awarded Deferred Stock Units. F3 · derivative.exercise_date: The Deferred Stock Units credited under the Deferral Plan are generally payable in the form elected or provided under the Deferral Plan on the earlier of (i) the date or event elected by the reporting person, or (ii) upon death, disability or change in control as defined under the Deferral Plan. F3 · derivative.expiration_date: The Deferred Stock Units credited under the Deferral Plan are generally payable in the form elected or provided under the Deferral Plan on the earlier of (i) the date or event elected by the reporting person, or (ii) upon death, disability or change in control as defined under the Deferral Plan. Read SEC document |
| November 30, 2018 Filed Dec 4, 2018 21:16 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantDeferred Stock Units · Derivative | 2,756 | $15.87 | $43,737.72 |
DisclosureSEC source: 0001225208-18-016138 · doc4.xml · derivative · entry 2 MATSON BRUCE H · CIK 0001242676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,235 Underlying: Common Shares · 2,756 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Stock Unit is economically equivalent to one share of Common Stock. F2 · shares: Deferred Stock Units credited to the reporting person under the Apple Hospitality REIT, Inc. Non- Employee Director Deferral Program (the "Deferral Plan"), under the Apple Hospitality REIT, Inc. 2014 Omnibus Incentive Plan, which includes voluntary deferred compensation. F3 · derivative.exercise_date: The Deferred Stock Units credited under the Deferral Plan are generally payable in the form elected or provided under the Deferral Plan on the earlier of (i) the date or event elected by the reporting person, or (ii) upon death, disability or change in control as defined under the Deferral Plan. F3 · derivative.expiration_date: The Deferred Stock Units credited under the Deferral Plan are generally payable in the form elected or provided under the Deferral Plan on the earlier of (i) the date or event elected by the reporting person, or (ii) upon death, disability or change in control as defined under the Deferral Plan. Read SEC document |
| August 31, 2018 Filed Sep 5, 2018 20:34 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantDeferred Stock Units · Derivative | 2,479 | $17.65 | $43,754.35 |
DisclosureSEC source: 0001225208-18-013159 · doc4.xml · derivative · entry 2 MATSON BRUCE H · CIK 0001242676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,479 Underlying: Common Shares · 2,479 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Stock Unit is economically equivalent to one share of Common Stock. F2 · shares: Deferred Stock Units credited to the reporting person under the Apple Hospitality REIT, Inc. Non- Employee Director Deferral Program (the "Deferral Plan"), under the Apple Hospitality REIT, Inc. 2014 Omnibus Incentive Plan, which includes voluntary deferred compensation. F3 · derivative.exercise_date: The Deferred Stock Units credited under the Deferral Plan are generally payable in the form elected or provided under the Deferral Plan on the earlier of (i) the date or event elected by the reporting person, or (ii) upon death, disability or change in control as defined under the Deferral Plan. F3 · derivative.expiration_date: The Deferred Stock Units credited under the Deferral Plan are generally payable in the form elected or provided under the Deferral Plan on the earlier of (i) the date or event elected by the reporting person, or (ii) upon death, disability or change in control as defined under the Deferral Plan. Read SEC document |
| May 31, 2018 Filed Jun 1, 2018 20:17 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 1,314 | $19.03 | $25,005.42 |
DisclosureSEC source: 0001225208-18-010029 · doc4.xml · nonDerivative · entry 1 MATSON BRUCE H · CIK 0001242676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,654 F1 · kind: Quarterly payment of equity component of quarterly retainer fee for serving on the Board of Directors of Apple Hospitality REIT, Inc. F2 · price: Per share value is the closing price for the Company's common shares on the New York Stock Exchange on May 31, 2018. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 21:37 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 1,219 | $16.99 | $20,710.81 |
DisclosureSEC source: 0001225208-18-005146 · doc4.xml · nonDerivative · entry 1 MATSON BRUCE H · CIK 0001242676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,340 F1 · kind: Quarterly payment of equity component of quarterly retainer fee for serving on the Board of Directors of Apple Hospitality REIT, Inc. F2 · price: Per share value is the closing price for the Company's common shares on the New York Stock Exchange on February 28, 2018. Read SEC document |
| November 30, 2017 Filed Dec 1, 2017 21:39 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 1,026 | $19.48 | $19,986.48 |
DisclosureSEC source: 0001225208-17-017986 · doc4.xml · nonDerivative · entry 1 MATSON BRUCE H · CIK 0001242676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,121 F1 · kind: Quarterly payment of approximately 57% of quarterly retainer fee for serving on the Board of Directors of Apple Hospitality REIT, Inc. F2 · price: Per share value is the closing price for the Company's common shares on the New York Stock Exchange on November 30, 2017. Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 20:18 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 1,100 | $18.18 | $19,998.00 |
DisclosureSEC source: 0001225208-17-014566 · doc4.xml · nonDerivative · entry 1 MATSON BRUCE H · CIK 0001242676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,095 F1 · kind: Quarterly payment of approximately 57% of quarterly retainer fee for serving on the Board of Directors of Apple Hospitality REIT, Inc. F2 · price: Per share value is the closing price for the Company's common shares on the New York Stock Exchange on August 31, 2017. Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 20:41 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 1,070 | $18.72 | $20,030.40 |
DisclosureSEC source: 0001225208-17-010813 · doc4.xml · nonDerivative · entry 1 MATSON BRUCE H · CIK 0001242676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,995 F1 · kind: Quarterly payment of approximately 57% of quarterly retainer fee for serving on the Board of Directors of Apple Hospitality REIT, Inc. F2 · price: Per share value is the closing price for the Company's common shares on the New York Stock Exchange on May 31, 2017. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 21:32 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 1,018 | $19.64 | $19,993.52 |
DisclosureSEC source: 0001225208-17-005073 · doc4.xml · nonDerivative · entry 1 MATSON BRUCE H · CIK 0001242676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,925 F1 · kind: Quarterly payment of approximately 57% of quarterly retainer fee for serving on the Board of Directors of Apple Hospitality REIT, Inc. F2 · price: Per share value is the closing price for the Company's common shares on the New York Stock Exchange on February 28, 2017. Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 21:06 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 1,084 | $18.44 | $19,988.96 |
DisclosureSEC source: 0001225208-16-042498 · doc4.xml · nonDerivative · entry 1 MATSON BRUCE H · CIK 0001242676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,907 F1 · kind: Quarterly payment of approximately 57% of quarterly retainer fee for serving on the Board of Directors of Apple Hospitality REIT, Inc. F2 · price: Per share value is the closing price for the Company's common shares on the New York Stock Exchange on November 30, 2016. 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.