Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 1ST SOURCE CORPSRCE · Entity 4493 | Director | June 03, 2019 | June 05, 2019 |
| Whitestone REITWSR · Entity 30370 | Director | December 28, 2018 | January 02, 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.
1ST SOURCE CORP
Report date June 03, 2019 · Filed June 05, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,858 |
Reported balance
After 2019-06-03 transaction · row 1
1 source rowRow 1 · 2019-06-03 · Grant · Acquired 1,499 · Balance 15,858 |
Whitestone REIT
Report date December 28, 2018 · Filed January 02, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 13,934 |
Ending reported balance
After 2018-12-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-12-28 · Grant · Acquired 3,000 · Balance 12,002 F1: Represents grant of Common Shares pursuant to Registrant's Long-Term Equity Incentive Ownership Plan. Row 2 · 2018-12-28 · Grant · Acquired 1,932 · Balance 13,934 F2: Represents grant of Common Shares pursuant to Registrant's Long-Term Equity Incentive Ownership Plan in lieu of retainer and meeting fees. Price per share represents the closing price of Whitestone REIT common shares on 12/27/2018. |
| Common SharesSEC Table I · non-derivative | IndirectBy Spouse | 40 |
Reported balance
Holding disclosure · report date 2018-12-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 40 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents grant of Common Shares pursuant to Registrant's Long-Term Equity Incentive Ownership Plan.
F2: Represents grant of Common Shares pursuant to Registrant's Long-Term Equity Incentive Ownership Plan in lieu of retainer and meeting fees. Price per share represents the closing price of Whitestone REIT common shares on 12/27/2018.
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 |
|---|---|---|---|---|---|---|
| June 03, 2019 Filed Jun 5, 2019 17:46 UTC | 1ST SOURCE CORP SRCE · Entity 4493 | GrantCommon Stock | 1,499 | $44.63 | $66,900.37 |
DisclosureSEC source: 0000034782-19-000065 · wf-form4_155975679516446.xml · nonDerivative · entry 1 Khan Najeeb A · CIK 0001518800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,858 Read SEC document |
| February 01, 2019 Filed Feb 4, 2019 15:50 UTC | 1ST SOURCE CORP SRCE · Entity 4493 | GrantCommon Stock | 176 | $45.44 | $7,997.44 |
DisclosureSEC source: 0000034782-19-000025 · wf-form4_154929542266806.xml · nonDerivative · entry 1 Khan Najeeb A · CIK 0001518800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,359 Read SEC document |
| December 28, 2018 Filed Jan 2, 2019 22:06 UTC | Whitestone REIT WSR · Entity 30370 | GrantCommon Shares | 1,932 | $12.42 | $23,995.44 |
DisclosureSEC source: 0001171843-19-000053 · ownership.xml · nonDerivative · entry 2 Khan Najeeb A · CIK 0001518800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,934 F2 · shares: Represents grant of Common Shares pursuant to Registrant's Long-Term Equity Incentive Ownership Plan in lieu of retainer and meeting fees. Price per share represents the closing price of Whitestone REIT common shares on 12/27/2018. Read SEC document |
| December 28, 2018 Filed Jan 2, 2019 22:06 UTC | Whitestone REIT WSR · Entity 30370 | GrantCommon Shares | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001171843-19-000053 · ownership.xml · nonDerivative · entry 1 Khan Najeeb A · CIK 0001518800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,002 F1 · shares: Represents grant of Common Shares pursuant to Registrant's Long-Term Equity Incentive Ownership Plan. Read SEC document |
| November 01, 2018 Filed Nov 5, 2018 15:31 UTC | 1ST SOURCE CORP SRCE · Entity 4493 | GrantCommon Stock | 189 | $47.55 | $8,986.95 |
DisclosureSEC source: 0000034782-18-000114 · wf-form4_154143188477013.xml · nonDerivative · entry 2 Khan Najeeb A · CIK 0001518800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,183 Read SEC document |
| November 01, 2018 Filed Nov 5, 2018 15:31 UTC | 1ST SOURCE CORP SRCE · Entity 4493 | GrantCommon Stock | 200 | $55.25 | $11,050.00 |
DisclosureSEC source: 0000034782-18-000114 · wf-form4_154143188477013.xml · nonDerivative · entry 1 Khan Najeeb A · CIK 0001518800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,994 Read SEC document |
| August 01, 2018 Filed Aug 3, 2018 16:26 UTC | 1ST SOURCE CORP SRCE · Entity 4493 | GrantCommon Stock | 157 | $56.98 | $8,945.86 |
DisclosureSEC source: 0000034782-18-000087 · wf-form4_153331358208374.xml · nonDerivative · entry 2 Khan Najeeb A · CIK 0001518800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,794 Read SEC document |
| August 01, 2018 Filed Aug 3, 2018 16:26 UTC | 1ST SOURCE CORP SRCE · Entity 4493 | GrantCommon Stock | 126 | $55.25 | $6,961.50 |
DisclosureSEC source: 0000034782-18-000087 · wf-form4_153331358208374.xml · nonDerivative · entry 1 Khan Najeeb A · CIK 0001518800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,637 Read SEC document |
| June 01, 2018 Filed Jun 5, 2018 16:39 UTC | 1ST SOURCE CORP SRCE · Entity 4493 | GrantCommon Stock | 861 | $53.68 | $46,218.48 |
DisclosureSEC source: 0000034782-18-000064 · wf-form4_152821668239766.xml · nonDerivative · entry 1 Khan Najeeb A · CIK 0001518800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,511 Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 21:45 UTC | 1ST SOURCE CORP SRCE · Entity 4493 | GrantCommon Stock | 181 | $52.21 | $9,450.01 |
DisclosureSEC source: 0000034782-18-000009 · wf-form4_151786710760276.xml · nonDerivative · entry 1 Khan Najeeb A · CIK 0001518800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,650 Read SEC document |
| December 12, 2017 Filed Dec 13, 2017 22:02 UTC | Whitestone REIT WSR · Entity 30370 | GrantCommon Shares | 509 | $14.46 | $7,360.14 |
DisclosureSEC source: 0001171843-17-007662 · formfour.xml · nonDerivative · entry 2 Khan Najeeb A · CIK 0001518800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,002 F2 · shares: Represents grant of Common Shares pursuant to Registrant's Long-Term Equity Incentive Ownership Plan in lieu of retainer and meeting fees. Read SEC document |
| December 12, 2017 Filed Dec 13, 2017 22:02 UTC | Whitestone REIT WSR · Entity 30370 | GrantCommon Shares | 953 | $0.00 | $0.00 |
DisclosureSEC source: 0001171843-17-007662 · formfour.xml · nonDerivative · entry 1 Khan Najeeb A · CIK 0001518800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,493 F1 · shares: Represents grant of Common Shares pursuant to Registrant's Long-Term Equity Incentive Ownership Plan. Read SEC document |
| November 07, 2017 Filed Nov 9, 2017 13:31 UTC | 1ST SOURCE CORP SRCE · Entity 4493 | GrantCommon Stock | 165 | $51.35 | $8,472.75 |
DisclosureSEC source: 0000034782-17-000090 · wf-form4_151023426591598.xml · nonDerivative · entry 1 Khan Najeeb A · CIK 0001518800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,469 Read SEC document |
| August 02, 2017 Filed Aug 3, 2017 14:55 UTC | 1ST SOURCE CORP SRCE · Entity 4493 | GrantCommon Stock | 185 | $48.62 | $8,994.70 |
DisclosureSEC source: 0000034782-17-000078 · wf-form4_150177209582664.xml · nonDerivative · entry 1 Khan Najeeb A · CIK 0001518800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,304 Read SEC document |
| June 06, 2017 Filed Jun 8, 2017 16:31 UTC | 1ST SOURCE CORP SRCE · Entity 4493 | GrantCommon Stock | 1,049 | $45.73 | $47,970.77 |
DisclosureSEC source: 0000034782-17-000062 · wf-form4_149693946293483.xml · nonDerivative · entry 1 Khan Najeeb A · CIK 0001518800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,119 Read SEC document |
| February 02, 2017 Filed Feb 3, 2017 14:46 UTC | 1ST SOURCE CORP SRCE · Entity 4493 | GrantCommon Stock | 170 | $45.35 | $7,709.50 |
DisclosureSEC source: 0000034782-17-000006 · wf-form4_148613316779895.xml · nonDerivative · entry 1 Khan Najeeb A · CIK 0001518800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,070 Read SEC document |
| October 28, 2016 Filed Nov 1, 2016 13:16 UTC | 1ST SOURCE CORP SRCE · Entity 4493 | GrantCommon Stock | 246 | $34.46 | $8,477.16 |
DisclosureSEC source: 0000034782-16-000182 · wf-form4_147800615559457.xml · nonDerivative · entry 1 Khan Najeeb A · CIK 0001518800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,900 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.