Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AlerisLife Inc.NASDAQ:FVE · Entity 115386 | President and CEO | December 13, 2017 | December 13, 2017 |
| RMR GROUP INC.NASDAQ:RMR · Entity 5848 | Exec. VP of The RMR Group LLC | September 24, 2018 | September 26, 2018 |
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.
AlerisLife Inc.
Report date December 13, 2017 · Filed December 13, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 846,017.771 |
Reported balance
After 2017-12-13 transaction · row 1
1 source rowRow 1 · 2017-12-13 · Grant · Acquired 85,000 · Balance 846,017.771 F1: Transaction reported is grant of shares pursuant to the issuer's equity compensation plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Transaction reported is grant of shares pursuant to the issuer's equity compensation plan.
RMR GROUP INC.
Report date September 24, 2018 · Filed September 26, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 11,297 |
Reported balance
After 2018-09-24 transaction · row 1
1 source rowRow 1 · 2018-09-24 · Tax withholding · Disposed 729 · Balance 11,297 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 |
|---|---|---|---|---|---|---|
| September 24, 2018 Filed Sep 26, 2018 16:15 UTC | RMR GROUP INC. NASDAQ:RMR · Entity 5848 | Tax withholdingClass A Common Stock | 729 | $92.80 | $67,651.20 |
DisclosureSEC source: 0001104659-18-058735 · a4.xml · nonDerivative · entry 1 MACKEY BRUCE J. JR. · CIK 0001242035 · Exec. VP of The RMR Group LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,297 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 17:04 UTC | RMR GROUP INC. NASDAQ:RMR · Entity 5848 | GrantClass A Common Stock | 4,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-18-057267 · a4.xml · nonDerivative · entry 1 MACKEY BRUCE J. JR. · CIK 0001242035 · Exec. VP of The RMR Group LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,026 F1 · price: Transaction reported is grant of shares pursuant to the issuer's equity compensation plan. Read SEC document |
| December 13, 2017 Filed Dec 13, 2017 18:28 UTC | AlerisLife Inc. NASDAQ:FVE · Entity 115386 | GrantCommon Stock | 85,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-17-073203 · a4.xml · nonDerivative · entry 1 MACKEY BRUCE J. JR. · CIK 0001242035 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 846,017.771 F1 · price: Transaction reported is grant of shares pursuant to the issuer's equity compensation plan. Read SEC document |
| September 19, 2017 Filed Sep 21, 2017 18:10 UTC | RMR GROUP INC. NASDAQ:RMR · Entity 5848 | Tax withholdingClass A Common Stock | 515 | $51.55 | $26,548.25 |
DisclosureSEC source: 0001104659-17-058327 · a4.xml · nonDerivative · entry 1 MACKEY BRUCE J. JR. · CIK 0001242035 · Exec. VP of the RMR Group LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,026 Read SEC document |
| September 14, 2017 Filed Sep 18, 2017 16:45 UTC | RMR GROUP INC. NASDAQ:RMR · Entity 5848 | GrantClass A Common Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-057656 · a4.xml · nonDerivative · entry 1 MACKEY BRUCE J. JR. · CIK 0001242035 · Exec. VP of The RMR Group LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,541 Read SEC document |
| December 07, 2016 Filed Dec 7, 2016 19:11 UTC | AlerisLife Inc. NASDAQ:FVE · Entity 115386 | GrantCommon Stock | 85,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-16-161064 · a4.xml · nonDerivative · entry 1 MACKEY BRUCE J. JR. · CIK 0001242035 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 761,017.771 F1 · price: Transaction reported is grant of shares pursuant to the issuer's equity compensation plan. Read SEC document |
| September 26, 2016 Filed Sep 27, 2016 17:38 UTC | RMR GROUP INC. NASDAQ:RMR · Entity 5848 | Tax withholdingClass A Common Stock | 245 | $40.25 | $9,861.25 |
DisclosureSEC source: 0001104659-16-146884 · a4.xml · nonDerivative · entry 1 MACKEY BRUCE J. JR. · CIK 0001242035 · Exec. VP of the RMR Group LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,541 Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 17:24 UTC | RMR GROUP INC. NASDAQ:RMR · Entity 5848 | GrantClass A Common Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-16-145507 · a4.xml · nonDerivative · entry 1 MACKEY BRUCE J. JR. · CIK 0001242035 · Exec. VP of The RMR Group LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,786 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.