Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KIMCO REALTY CORPKIM · Entity 3329 | Director | March 22, 2019 | March 22, 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.
KIMCO REALTY CORP
Report date March 22, 2019 · Filed March 22, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 47,643 |
Ending reported balance
After 2019-03-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-03-22 · Exercise / conversion · Acquired 5,500 · Balance 50,643 Row 2 · 2019-03-22 · Sale · Disposed 3,000 · Balance 47,643 |
| Employee Stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.54 · Expires 2019-08-06 | Direct | 0 |
Reported balance
After 2019-03-22 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-03-22 · Exercise / conversion · Disposed 5,500 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 72,692 |
Reported balance
Holding disclosure · report date 2019-03-22 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 72,692 |
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 |
|---|---|---|---|---|---|---|
| March 22, 2019 Filed Mar 22, 2019 20:51 UTC | KIMCO REALTY CORP KIM · Entity 3329 | Exercise / conversionEmployee Stock option (right to buy) · Derivative | 5,500 | $0.00 Strike: $11.54 | $0.00 |
DisclosureSEC source: 0001437749-19-005528 · rdgdoc.xml · derivative · entry 4 GRILLS JOE · CIK 0001081523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,500 shares Expires 2019-08-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 22, 2019 Filed Mar 22, 2019 20:51 UTC | KIMCO REALTY CORP KIM · Entity 3329 | SaleCommon Stock | 3,000 | $18.33 | $54,991.20 |
DisclosureSEC source: 0001437749-19-005528 · rdgdoc.xml · nonDerivative · entry 2 GRILLS JOE · CIK 0001081523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,643 Read SEC document |
| March 22, 2019 Filed Mar 22, 2019 20:51 UTC | KIMCO REALTY CORP KIM · Entity 3329 | Exercise / conversionCommon Stock | 5,500 | $11.54 | $63,470.00 |
DisclosureSEC source: 0001437749-19-005528 · rdgdoc.xml · nonDerivative · entry 1 GRILLS JOE · CIK 0001081523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,643 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 13, 2019 Filed Feb 14, 2019 22:31 UTC | KIMCO REALTY CORP KIM · Entity 3329 | GrantCommon Stock | 9,870 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-002676 · rdgdoc.xml · nonDerivative · entry 1 GRILLS JOE · CIK 0001081523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,143 F1 · shares: Represents shares of restricted stock awarded on February 13, 2019, which vest in five equal annual installments beginning on February 13, 2020. Read SEC document |
| October 23, 2018 Filed Oct 24, 2018 20:39 UTC | KIMCO REALTY CORP KIM · Entity 3329 | GrantDeferred Stock · Derivative | 1,014.4198 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-18-018700 · rdgdoc.xml · derivative · entry 1 GRILLS JOE · CIK 0001081523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,988.5889 Underlying: Common Stock · 1,014.4198 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Stock has no expiration date and is payable in cash or common stock, at the Issuer's election, within 60 days after the reporting person's separation from service with the Issuer. F1 · price: Deferred Stock has no expiration date and is payable in cash or common stock, at the Issuer's election, within 60 days after the reporting person's separation from service with the Issuer. F1 · derivative.exercise_date: Deferred Stock has no expiration date and is payable in cash or common stock, at the Issuer's election, within 60 days after the reporting person's separation from service with the Issuer. F1 · derivative.expiration_date: Deferred Stock has no expiration date and is payable in cash or common stock, at the Issuer's election, within 60 days after the reporting person's separation from service with the Issuer. F2 · balance_after: Includes 1,173.0687 shares acquired under the Issuer's dividend reinvestment plan. Read SEC document |
| July 24, 2018 Filed Jul 25, 2018 21:30 UTC | KIMCO REALTY CORP KIM · Entity 3329 | GrantDeferred Stock · Derivative | 899.762 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-18-013752 · rdgdoc.xml · derivative · entry 1 GRILLS JOE · CIK 0001081523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,801.1004 Underlying: Common Stock · 899.762 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Stock has no expiration date and is payable in cash or common stock, at the Issuer's election, within 60 days after the reporting person's separation from service with the Issuer. F1 · price: Deferred Stock has no expiration date and is payable in cash or common stock, at the Issuer's election, within 60 days after the reporting person's separation from service with the Issuer. F1 · derivative.exercise_date: Deferred Stock has no expiration date and is payable in cash or common stock, at the Issuer's election, within 60 days after the reporting person's separation from service with the Issuer. F1 · derivative.expiration_date: Deferred Stock has no expiration date and is payable in cash or common stock, at the Issuer's election, within 60 days after the reporting person's separation from service with the Issuer. F2 · balance_after: Includes 1,032.9181 shares acquired under the Issuer's dividend reinvestment plan. Read SEC document |
| April 24, 2018 Filed Apr 25, 2018 20:23 UTC | KIMCO REALTY CORP KIM · Entity 3329 | GrantDeferred Stock · Derivative | 1,132.1107 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-18-007696 · rdgdoc.xml · derivative · entry 1 GRILLS JOE · CIK 0001081523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,868.4203 Underlying: Common Stock · 1,132.1107 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Stock has no expiration date and is payable in cash or common stock, at the Issuer's election, within 60 days after the reporting person's separation from service with the Issuer. F1 · price: Deferred Stock has no expiration date and is payable in cash or common stock, at the Issuer's election, within 60 days after the reporting person's separation from service with the Issuer. F1 · derivative.exercise_date: Deferred Stock has no expiration date and is payable in cash or common stock, at the Issuer's election, within 60 days after the reporting person's separation from service with the Issuer. F1 · derivative.expiration_date: Deferred Stock has no expiration date and is payable in cash or common stock, at the Issuer's election, within 60 days after the reporting person's separation from service with the Issuer. F2 · balance_after: Includes 1175.4157 shares acquired under the Issuer's dividend reinvestment plan. Read SEC document |
| February 22, 2018 Filed Feb 27, 2018 00:38 UTC | KIMCO REALTY CORP KIM · Entity 3329 | GrantCommon Stock | 11,920 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-18-003350 · rdgdoc.xml · nonDerivative · entry 1 GRILLS JOE · CIK 0001081523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,273 F1 · shares: Represents shares of restricted stock awarded on February 22, 2018, which vest in five equal annual installments beginning on February 13, 2019. Read SEC document |
| January 30, 2018 Filed Feb 1, 2018 21:07 UTC | KIMCO REALTY CORP KIM · Entity 3329 | GrantDeferred Stock · Derivative | 949.4664 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-18-001478 · rdgdoc.xml · derivative · entry 1 GRILLS JOE · CIK 0001081523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,560.8939 Underlying: Common Stock · 949.4664 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Stock has no expiration date and is payable in cash or common stock, at the Issuer's election, within 60 days after the reporting person's separation from service with the Issuer. F1 · price: Deferred Stock has no expiration date and is payable in cash or common stock, at the Issuer's election, within 60 days after the reporting person's separation from service with the Issuer. F1 · derivative.exercise_date: Deferred Stock has no expiration date and is payable in cash or common stock, at the Issuer's election, within 60 days after the reporting person's separation from service with the Issuer. F1 · derivative.expiration_date: Deferred Stock has no expiration date and is payable in cash or common stock, at the Issuer's election, within 60 days after the reporting person's separation from service with the Issuer. F2 · balance_after: Includes 958.4785 shares acquired under the Issuer's dividend reinvestment plan. Read SEC document |
| October 24, 2017 Filed Oct 25, 2017 20:42 UTC | KIMCO REALTY CORP KIM · Entity 3329 | GrantDeferred Stock · Derivative | 801.5368 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-17-017577 · rdgdoc.xml · derivative · entry 1 GRILLS JOE · CIK 0001081523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,652.949 Underlying: Common Stock · 801.5368 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Stock has no expiration date and is payable in cash or common stock, at the Issuer's election, within 60 days after the reporting person's separation from service with the Issuer. F1 · price: Deferred Stock has no expiration date and is payable in cash or common stock, at the Issuer's election, within 60 days after the reporting person's separation from service with the Issuer. F1 · derivative.exercise_date: Deferred Stock has no expiration date and is payable in cash or common stock, at the Issuer's election, within 60 days after the reporting person's separation from service with the Issuer. F1 · derivative.expiration_date: Deferred Stock has no expiration date and is payable in cash or common stock, at the Issuer's election, within 60 days after the reporting person's separation from service with the Issuer. F2 · balance_after: Includes 772.1391 shares acquired under the Issuer's dividend reinvestment plan. Read SEC document |
| July 25, 2017 Filed Jul 27, 2017 20:19 UTC | KIMCO REALTY CORP KIM · Entity 3329 | GrantDeferred Stock · Derivative | 799.4186 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-17-013209 · rdgdoc.xml · derivative · entry 1 GRILLS JOE · CIK 0001081523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,079.2731 Underlying: Common Stock · 799.4186 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Stock has no expiration date and is payable in cash or common stock, at the Issuer's election, within 60 days after the reporting person's separation from service with the Issuer. F1 · price: Deferred Stock has no expiration date and is payable in cash or common stock, at the Issuer's election, within 60 days after the reporting person's separation from service with the Issuer. F1 · derivative.exercise_date: Deferred Stock has no expiration date and is payable in cash or common stock, at the Issuer's election, within 60 days after the reporting person's separation from service with the Issuer. F1 · derivative.expiration_date: Deferred Stock has no expiration date and is payable in cash or common stock, at the Issuer's election, within 60 days after the reporting person's separation from service with the Issuer. F2 · balance_after: Includes 763.3100 shares acquired under the Issuer's dividend reinvestment plan. Read SEC document |
| April 25, 2017 Filed Apr 27, 2017 20:48 UTC | KIMCO REALTY CORP KIM · Entity 3329 | GrantDeferred Stock · Derivative | 700.8804 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-17-007323 · rdgdoc.xml · derivative · entry 1 GRILLS JOE · CIK 0001081523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,516.5445 Underlying: Common Stock · 700.8804 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Stock has no expiration date and is payable in cash or common stock, at the Issuer's election, withing 60 days after the reporting person's separation from service with the Issuer. F1 · price: Deferred Stock has no expiration date and is payable in cash or common stock, at the Issuer's election, withing 60 days after the reporting person's separation from service with the Issuer. F1 · derivative.exercise_date: Deferred Stock has no expiration date and is payable in cash or common stock, at the Issuer's election, withing 60 days after the reporting person's separation from service with the Issuer. F1 · derivative.expiration_date: Deferred Stock has no expiration date and is payable in cash or common stock, at the Issuer's election, withing 60 days after the reporting person's separation from service with the Issuer. F2 · balance_after: Includes 624.6267 shares acquired under the Issuer's dividend reinvestment plan. Read SEC document |
| February 13, 2017 Filed Feb 16, 2017 01:29 UTC | KIMCO REALTY CORP KIM · Entity 3329 | GrantCommon Stock | 6,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-002613 · rdgdoc.xml · nonDerivative · entry 1 GRILLS JOE · CIK 0001081523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,353 F1 · shares: Represents shares of restricted stock awarded on February 13, 2017, which vest in four equal annual installments beginning on February 13, 2018. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 20:32 UTC | KIMCO REALTY CORP KIM · Entity 3329 | GrantDeferred Stock · Derivative | 607.6737 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001250817-17-000001 · primary_doc.xml · derivative · entry 1 GRILLS JOE · CIK 0001081523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,191.0374 Underlying: Common Stock · 607.6737 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Stock has no expiration date and is payable in cash or common stock, at the Issuer's election, within 60 days after the reporting person's separation from service with the issuer. F1 · price: Deferred Stock has no expiration date and is payable in cash or common stock, at the Issuer's election, within 60 days after the reporting person's separation from service with the issuer. F1 · derivative.exercise_date: Deferred Stock has no expiration date and is payable in cash or common stock, at the Issuer's election, within 60 days after the reporting person's separation from service with the issuer. F1 · derivative.expiration_date: Deferred Stock has no expiration date and is payable in cash or common stock, at the Issuer's election, within 60 days after the reporting person's separation from service with the issuer. F2 · balance_after: Includes 539.6166 shares acquired under the issuer's dividend reinvestment plan. Read SEC document |
| October 25, 2016 Filed Oct 25, 2016 21:18 UTC | KIMCO REALTY CORP KIM · Entity 3329 | GrantCommon Stock · Derivative | 542.309 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001250817-16-000027 · primary_doc.xml · derivative · entry 1 GRILLS JOE · CIK 0001081523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,043.7471 Underlying: Common Stock · 542.309 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Stock has no expiration date and is payable in cash or common stock, at the Issuer's election, within 60 days after the reporting person's separation from service with the Issuer. F1 · price: Deferred Stock has no expiration date and is payable in cash or common stock, at the Issuer's election, within 60 days after the reporting person's separation from service with the Issuer. F1 · derivative.exercise_date: Deferred Stock has no expiration date and is payable in cash or common stock, at the Issuer's election, within 60 days after the reporting person's separation from service with the Issuer. F1 · derivative.expiration_date: Deferred Stock has no expiration date and is payable in cash or common stock, at the Issuer's election, within 60 days after the reporting person's separation from service with the Issuer. F2 · balance_after: Includes 456.9047 shares acquired under the issuer's dividend reinvestment 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.