Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Apple Hospitality REIT, Inc.APLE · Entity 595 | EVP, Chief Legal Officer | March 05, 2019 | March 07, 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 March 05, 2019 · Filed March 07, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 261,482 |
Ending reported balance
After 2019-03-05 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2019-03-05 · Grant · Acquired 18,303 · Balance 273,267 F1: Unrestricted Common Shares issued as settlement for amounts earned under the Company's 2018 incentive plan. F2: Per share value is the average of the high and low trading price for the Company's common shares on the New York Stock Exchange on March 5, 2019. Row 2 · 2019-03-05 · Grant · Acquired 3,739 · Balance 277,006 F3: Restricted Common Shares issued as settlement for amounts earned under the Company's 2018 incentive plan. The shares are Restricted and cannot vest until December 13, 2019. Row 3 · 2019-03-05 · Tax withholding · Disposed 15,524 · Balance 261,482 F4: Reflects common shares surrendered to the Company to satisfy tax withholding obligations in connection with the issuance of vested common shares. |
| Common SharesSEC Table I · non-derivative | Indirectby son 1 | 1,157 |
Reported balance
Holding disclosure · report date 2019-03-05 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,157 |
| Common SharesSEC Table I · non-derivative | Indirectby son 2 | 1,156 |
Reported balance
Holding disclosure · report date 2019-03-05 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,156 |
Filing footnotes · ownership attribution and instrument terms
F1: Unrestricted Common Shares issued as settlement for amounts earned under the Company's 2018 incentive plan.
F2: Per share value is the average of the high and low trading price for the Company's common shares on the New York Stock Exchange on March 5, 2019.
F3: Restricted Common Shares issued as settlement for amounts earned under the Company's 2018 incentive plan. The shares are Restricted and cannot vest until December 13, 2019.
F4: Reflects common shares surrendered to the Company to satisfy tax withholding obligations in connection with the issuance of vested common shares.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Apple REIT Ten, Inc.
Report date September 01, 2016 · Filed September 06, 2016
Section 16 reporting ended · disclosed 2016-09-06. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Series B Convertible Preferred SharesSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2016-09-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2016-09-01 · Other · Acquired 15,045 · Balance 15,045 F1: Glade M. Knight, the record holder of all the outstanding Series B Convertible Preferred Shares of the issuer, previously agreed to assign certain benefits (if any) to the reporting person associated with 15,045 Series B Convertible Preferred Shares, including the right of conversion upon the occurrence of certain events, including a merger of the issuer. On September 1, 2016, the issuer merged (the "Merger") with and into a wholly-owned subsidiary of Apple Hospitality REIT, Inc. ("Apple Hospitality"). Row 2 · 2016-09-01 · Disposition to issuer · Disposed 15,045 · Balance 0 F2: Disposed of pursuant to merger agreement between issuer and Apple Hospitality in exchange for (i) 95,138 Apple Hospitality common shares having a closing market value of $18.94 per share on the effective date of the Merger, and (ii) approximately $182,259 in cash. |
Filing footnotes · ownership attribution and instrument terms
F1: Glade M. Knight, the record holder of all the outstanding Series B Convertible Preferred Shares of the issuer, previously agreed to assign certain benefits (if any) to the reporting person associated with 15,045 Series B Convertible Preferred Shares, including the right of conversion upon the occurrence of certain events, including a merger of the issuer. On September 1, 2016, the issuer merged (the "Merger") with and into a wholly-owned subsidiary of Apple Hospitality REIT, Inc. ("Apple Hospitality").
F2: Disposed of pursuant to merger agreement between issuer and Apple Hospitality in exchange for (i) 95,138 Apple Hospitality common shares having a closing market value of $18.94 per share on the effective date of the Merger, and (ii) approximately $182,259 in cash.
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 05, 2019 Filed Mar 7, 2019 21:27 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | Tax withholdingCommon Shares | 15,524 | $16.49 | $255,913.14 |
DisclosureSEC source: 0001225208-19-004886 · doc4.xml · nonDerivative · entry 3 Buckley David P · CIK 0001516034 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,482 F4 · shares: Reflects common shares surrendered to the Company to satisfy tax withholding obligations in connection with the issuance of vested common shares. Read SEC document |
| March 05, 2019 Filed Mar 7, 2019 21:27 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 3,739 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004886 · doc4.xml · nonDerivative · entry 2 Buckley David P · CIK 0001516034 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 277,006 F3 · shares: Restricted Common Shares issued as settlement for amounts earned under the Company's 2018 incentive plan. The shares are Restricted and cannot vest until December 13, 2019. Read SEC document |
| March 05, 2019 Filed Mar 7, 2019 21:27 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 18,303 | $16.49 | $301,724.96 |
DisclosureSEC source: 0001225208-19-004886 · doc4.xml · nonDerivative · entry 1 Buckley David P · CIK 0001516034 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,267 F1 · shares: Unrestricted Common Shares issued as settlement for amounts earned under the Company's 2018 incentive plan. F2 · price: Per share value is the average of the high and low trading price for the Company's common shares on the New York Stock Exchange on March 5, 2019. Read SEC document |
| December 14, 2018 Filed Dec 17, 2018 21:16 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | Tax withholdingCommon Shares | 7,589 | $15.70 | $119,147.30 |
DisclosureSEC source: 0001225208-18-016694 · doc4.xml · nonDerivative · entry 1 Buckley David P · CIK 0001516034 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,964 F1 · shares: Reflects common shares surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted common shares. Read SEC document |
| November 14, 2018 Filed Nov 15, 2018 21:33 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | PurchaseCommon Shares | 312 | $15.96 | $4,979.49 |
DisclosureSEC source: 0001225208-18-015552 · doc4.xml · nonDerivative · entry 2 Buckley David P · CIK 0001516034 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by son 2 Disclosed balance after: 1,156 Read SEC document |
| November 14, 2018 Filed Nov 15, 2018 21:33 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | PurchaseCommon Shares | 312 | $15.95 | $4,976.40 |
DisclosureSEC source: 0001225208-18-015552 · doc4.xml · nonDerivative · entry 1 Buckley David P · CIK 0001516034 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by son 1 Disclosed balance after: 1,157 Read SEC document |
| August 14, 2018 Filed Aug 14, 2018 20:33 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | PurchaseCommon Shares | 1 | $17.45 | $17.45 |
DisclosureSEC source: 0001225208-18-012540 · doc4.xml · nonDerivative · entry 1 Buckley David P · CIK 0001516034 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by son 1 Disclosed balance after: 845 Read SEC document |
| August 10, 2018 Filed Aug 13, 2018 20:46 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | PurchaseCommon Shares | 200 | $17.29 | $3,457.00 |
DisclosureSEC source: 0001225208-18-012512 · doc4.xml · nonDerivative · entry 4 Buckley David P · CIK 0001516034 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by son 2 Disclosed balance after: 844 Read SEC document |
| August 10, 2018 Filed Aug 13, 2018 20:46 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | PurchaseCommon Shares | 378 | $17.29 | $6,535.58 |
DisclosureSEC source: 0001225208-18-012512 · doc4.xml · nonDerivative · entry 3 Buckley David P · CIK 0001516034 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by son 2 Disclosed balance after: 644 Read SEC document |
| August 10, 2018 Filed Aug 13, 2018 20:46 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | PurchaseCommon Shares | 289 | $17.29 | $4,995.65 |
DisclosureSEC source: 0001225208-18-012512 · doc4.xml · nonDerivative · entry 2 Buckley David P · CIK 0001516034 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by son 1 Disclosed balance after: 844 Read SEC document |
| August 10, 2018 Filed Aug 13, 2018 20:46 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | PurchaseCommon Shares | 289 | $17.29 | $4,995.80 |
DisclosureSEC source: 0001225208-18-012512 · doc4.xml · nonDerivative · entry 1 Buckley David P · CIK 0001516034 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by son 1 Disclosed balance after: 555 Read SEC document |
| June 13, 2018 Filed Jun 14, 2018 11:15 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | PurchaseCommon Shares | 266 | $18.75 | $4,987.50 |
DisclosureSEC source: 0001225208-18-010631 · doc4.xml · nonDerivative · entry 2 Buckley David P · CIK 0001516034 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by son 2 Disclosed balance after: 266 Read SEC document |
| June 13, 2018 Filed Jun 14, 2018 11:15 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | PurchaseCommon Shares | 266 | $18.75 | $4,987.50 |
DisclosureSEC source: 0001225208-18-010631 · doc4.xml · nonDerivative · entry 1 Buckley David P · CIK 0001516034 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by son 1 Disclosed balance after: 266 Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 21:21 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | Tax withholdingCommon Shares | 17,620 | $16.92 | $298,042.30 |
DisclosureSEC source: 0001225208-18-005422 · doc4.xml · nonDerivative · entry 3 Buckley David P · CIK 0001516034 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 262,553 F4 · shares: Reflects common shares surrendered to the Company to satisfy tax withholding obligations in connection with the issuance of vested common shares. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 21:21 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 20,675 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-005422 · doc4.xml · nonDerivative · entry 2 Buckley David P · CIK 0001516034 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,173 F3 · shares: Restricted Common Shares issued as settlement for amounts earned under the Company's 2017 incentive plan. The shares are Restricted and cannot vest until December 14, 2018. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 21:21 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 39,069 | $16.92 | $660,852.14 |
DisclosureSEC source: 0001225208-18-005422 · doc4.xml · nonDerivative · entry 1 Buckley David P · CIK 0001516034 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,498 F1 · shares: Unrestricted Common Shares issued as settlement for amounts earned under the Company's 2017 incentive plan. F2 · price: Per share value is the average of the high and low trading price for the Company's common shares on the New York Stock Exchange on March 2, 2018. Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 21:29 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | PurchaseCommon Shares | 591 | $16.90 | $9,987.90 |
DisclosureSEC source: 0001225208-18-005142 · doc4.xml · nonDerivative · entry 1 Buckley David P · CIK 0001516034 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,429 Read SEC document |
| December 15, 2017 Filed Dec 18, 2017 21:33 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | Tax withholdingCommon Shares | 2,623 | $19.85 | $52,066.55 |
DisclosureSEC source: 0001225208-17-018790 · doc4.xml · nonDerivative · entry 1 Buckley David P · CIK 0001516034 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,838 F1 · shares: Reflects common shares surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted common shares. Read SEC document |
| March 07, 2017 Filed Mar 8, 2017 21:55 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 6,338 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-005897 · doc4.xml · nonDerivative · entry 2 Buckley David P · CIK 0001516034 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,461 F3 · shares: Restricted Common Shares issued as settlement for amounts earned under the Company's 2016 incentive plan. The shares are Restricted and cannot vest until December 15, 2017. Read SEC document |
| March 07, 2017 Filed Mar 8, 2017 21:55 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 12,237 | $19.10 | $233,726.70 |
DisclosureSEC source: 0001225208-17-005897 · doc4.xml · nonDerivative · entry 1 Buckley David P · CIK 0001516034 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,123 F1 · shares: Unrestricted Common Shares issued as settlement for amounts earned under the Company's 2016 incentive plan. F2 · price: Per share value is the average of the high and low trading price for the Company's common shares on the New York Stock Exchange on March 7, 2017. Read SEC document |
| December 31, 2016 Filed Jan 3, 2017 21:21 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | Tax withholdingCommon Shares | 9,954 | $19.98 | $198,880.92 |
DisclosureSEC source: 0001225208-17-000081 · doc4.xml · nonDerivative · entry 1 Buckley David P · CIK 0001516034 · EVP, Chief Legal Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,886 F1 · shares: Reflects common shares surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted common shares. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 16:13 UTC | Apple REIT Ten, Inc. NONE · Entity 182568 | Disposition to issuerSeries B Convertible Preferred Shares | 15,045 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-038817 · doc4.xml · nonDerivative · entry 2 Buckley David P · CIK 0001516034 · EVP, Chief Legal Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: Disposed of pursuant to merger agreement between issuer and Apple Hospitality in exchange for (i) 95,138 Apple Hospitality common shares having a closing market value of $18.94 per share on the effective date of the Merger, and (ii) approximately $182,259 in cash. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 16:13 UTC | Apple REIT Ten, Inc. NONE · Entity 182568 | OtherSeries B Convertible Preferred Shares | 15,045 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-038817 · doc4.xml · nonDerivative · entry 1 Buckley David P · CIK 0001516034 · EVP, Chief Legal Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,045 F1 · kind: Glade M. Knight, the record holder of all the outstanding Series B Convertible Preferred Shares of the issuer, previously agreed to assign certain benefits (if any) to the reporting person associated with 15,045 Series B Convertible Preferred Shares, including the right of conversion upon the occurrence of certain events, including a merger of the issuer. On September 1, 2016, the issuer merged (the "Merger") with and into a wholly-owned subsidiary of Apple Hospitality REIT, Inc. ("Apple Hospitality"). F1 · price: Glade M. Knight, the record holder of all the outstanding Series B Convertible Preferred Shares of the issuer, previously agreed to assign certain benefits (if any) to the reporting person associated with 15,045 Series B Convertible Preferred Shares, including the right of conversion upon the occurrence of certain events, including a merger of the issuer. On September 1, 2016, the issuer merged (the "Merger") with and into a wholly-owned subsidiary of Apple Hospitality REIT, Inc. ("Apple Hospitality"). Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 20:12 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 95,138 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-038815 · doc4.xml · nonDerivative · entry 1 Buckley David P · CIK 0001516034 · EVP, Chief Legal Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,840 F1 · price: Received in exchange for 15,045 Series B Preferred Shares of Apple REIT Ten, Inc. ("Apple Ten") in connection with the merger of Apple Ten into a wholly-owned subsidiary of the issuer (the "Merger") along with approximately an aggregate of $182,259 in cash consideration. There was no active trading market for Apple Ten Series B Preferred Shares as of the date of the Merger. Apple Hospitality common shares had a closing market value of $18.94 per share on the effective date of the Merger. 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.