Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| REGENCY CENTERS CORPREG · Entity 3380 | Director | May 14, 2018 | May 15, 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.
REGENCY CENTERS CORP
Report date May 14, 2018 · Filed May 15, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,308 |
Ending reported balance
After 2018-05-14 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-05-14 · Exercise / conversion · Acquired 2,000 · Balance 19,145 F1: Vesting of restricted stock granted pursuant to Regency's Omnibus Incentive Plan. Row 2 · 2018-05-14 · Exercise / conversion · Acquired 163 · Balance 19,308 F2: Settlement of dividend equivalent rights in connection with vesting of restrictive stock. The rights accrued when and as dividends were paid on Regency's common stock and vested proportionately with the restricted stock. Each dividend equivalent is the equivalent of one share of Regency's common stock. |
| Restricted StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 5,000 |
Reported balance
After 2018-05-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-05-14 · Exercise / conversion · Disposed 2,000 · Balance 5,000 F1: Vesting of restricted stock granted pursuant to Regency's Omnibus Incentive Plan. |
| Dividend Equivalent RightsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2018-05-14 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-05-14 · Exercise / conversion · Disposed 163 · Balance 0 F2: Settlement of dividend equivalent rights in connection with vesting of restrictive stock. The rights accrued when and as dividends were paid on Regency's common stock and vested proportionately with the restricted stock. Each dividend equivalent is the equivalent of one share of Regency's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Vesting of restricted stock granted pursuant to Regency's Omnibus Incentive Plan.
F2: Settlement of dividend equivalent rights in connection with vesting of restrictive stock. The rights accrued when and as dividends were paid on Regency's common stock and vested proportionately with the restricted stock. Each dividend equivalent is the equivalent of one share of Regency's common stock.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Brookfield Property REIT Inc.
Report date August 27, 2018 · Filed August 29, 2018
Section 16 reporting ended · disclosed 2018-08-29. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-08-28 transaction · row 1
1 source rowRow 1 · 2018-08-28 · Disposition to issuer · Disposed 44,028 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of March 26, 2018, among Brookfield Property Partners L.P. ("BPY"), Goldfinch Merger Sub Corp., an indirect, wholly owned subsidiary of BPY ("Merger Sub"), and GGP Inc. (the "Issuer") (as amended on June 25, 2018, the "Merger Agreement"). At the effective time of the merger (the "Merger Effective Time") as contemplated in the Merger Agreement, each share of outstanding common stock (other than appraisal shares, shares of restricted common stock and certain other shares) was cancelled in exchange for $0.312 per share (the "Per Share Merger Consideration"). Also includes 263 shares acquired by way of dividend reinvestment that had not been previously disclosed on Form 4. |
| Class A StockSEC Table I · non-derivative | Direct | 43,411 |
Reported balance
After 2018-08-27 transaction · row 2
1 source rowRow 2 · 2018-08-27 · Other · Acquired 43,411 · Balance 43,411 F2: Shares of the Issuer's class A stock, par value $0.01 per share ("class A stock"), were issued to certain holders of record of GGP common stock as of the end of trading on the New York Stock Exchange on July 27, 2018 (the "Pre-Closing Dividend"). The Pre-Closing Dividend consisted of either cash or equity (in the form of class A stock or limited partnership units of Brookfield Property Partners L.P. ("BPY")). Depending on the elections made by the Reporting Person, and the proration of the Pre-Closing Dividend pursuant to the Agreement and Plan of Merger, dated as of March 26, 2018, among BPY, Goldfinch Merger Sub Corp., an indirect, wholly owned subsidiary of BPY ("Merger Sub"), and the Issuer (as amended on June 25, 2018, the "Merger Agreement"), each share of the Issuer's common stock received up to 0.986 shares of class A stock or 0.986 limited partnership units of BPY. F3: (Continued from footnote 2) At this time, the number of shares of class A stock issued to the reporting person in the pre-closing dividend was unable to be determined, and for reporting purposes, we have assumed that the reporting person received the maximum number of shares of class A stock that could have been received. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of March 26, 2018, among Brookfield Property Partners L.P. ("BPY"), Goldfinch Merger Sub Corp., an indirect, wholly owned subsidiary of BPY ("Merger Sub"), and GGP Inc. (the "Issuer") (as amended on June 25, 2018, the "Merger Agreement"). At the effective time of the merger (the "Merger Effective Time") as contemplated in the Merger Agreement, each share of outstanding common stock (other than appraisal shares, shares of restricted common stock and certain other shares) was cancelled in exchange for $0.312 per share (the "Per Share Merger Consideration"). Also includes 263 shares acquired by way of dividend reinvestment that had not been previously disclosed on Form 4.
F2: Shares of the Issuer's class A stock, par value $0.01 per share ("class A stock"), were issued to certain holders of record of GGP common stock as of the end of trading on the New York Stock Exchange on July 27, 2018 (the "Pre-Closing Dividend"). The Pre-Closing Dividend consisted of either cash or equity (in the form of class A stock or limited partnership units of Brookfield Property Partners L.P. ("BPY")). Depending on the elections made by the Reporting Person, and the proration of the Pre-Closing Dividend pursuant to the Agreement and Plan of Merger, dated as of March 26, 2018, among BPY, Goldfinch Merger Sub Corp., an indirect, wholly owned subsidiary of BPY ("Merger Sub"), and the Issuer (as amended on June 25, 2018, the "Merger Agreement"), each share of the Issuer's common stock received up to 0.986 shares of class A stock or 0.986 limited partnership units of BPY.
F3: (Continued from footnote 2) At this time, the number of shares of class A stock issued to the reporting person in the pre-closing dividend was unable to be determined, and for reporting purposes, we have assumed that the reporting person received the maximum number of shares of class A stock that could have been received.
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 |
|---|---|---|---|---|---|---|
| August 28, 2018 Filed Aug 29, 2018 19:05 UTC | Brookfield Property REIT Inc. BPR · Entity 136893 | Disposition to issuerCommon Stock | 44,028 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-023511 · doc4.xml · nonDerivative · entry 1 FIALA MARY LOU · CIK 0001174541 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Disposed of pursuant to the Agreement and Plan of Merger, dated as of March 26, 2018, among Brookfield Property Partners L.P. ("BPY"), Goldfinch Merger Sub Corp., an indirect, wholly owned subsidiary of BPY ("Merger Sub"), and GGP Inc. (the "Issuer") (as amended on June 25, 2018, the "Merger Agreement"). At the effective time of the merger (the "Merger Effective Time") as contemplated in the Merger Agreement, each share of outstanding common stock (other than appraisal shares, shares of restricted common stock and certain other shares) was cancelled in exchange for $0.312 per share (the "Per Share Merger Consideration"). Also includes 263 shares acquired by way of dividend reinvestment that had not been previously disclosed on Form 4. F1 · price: Disposed of pursuant to the Agreement and Plan of Merger, dated as of March 26, 2018, among Brookfield Property Partners L.P. ("BPY"), Goldfinch Merger Sub Corp., an indirect, wholly owned subsidiary of BPY ("Merger Sub"), and GGP Inc. (the "Issuer") (as amended on June 25, 2018, the "Merger Agreement"). At the effective time of the merger (the "Merger Effective Time") as contemplated in the Merger Agreement, each share of outstanding common stock (other than appraisal shares, shares of restricted common stock and certain other shares) was cancelled in exchange for $0.312 per share (the "Per Share Merger Consideration"). Also includes 263 shares acquired by way of dividend reinvestment that had not been previously disclosed on Form 4. Read SEC document |
| August 27, 2018 Filed Aug 29, 2018 19:05 UTC | Brookfield Property REIT Inc. BPR · Entity 136893 | OtherClass A Stock | 43,411 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-023511 · doc4.xml · nonDerivative · entry 2 FIALA MARY LOU · CIK 0001174541 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,411 F2 · kind: Shares of the Issuer's class A stock, par value $0.01 per share ("class A stock"), were issued to certain holders of record of GGP common stock as of the end of trading on the New York Stock Exchange on July 27, 2018 (the "Pre-Closing Dividend"). The Pre-Closing Dividend consisted of either cash or equity (in the form of class A stock or limited partnership units of Brookfield Property Partners L.P. ("BPY")). Depending on the elections made by the Reporting Person, and the proration of the Pre-Closing Dividend pursuant to the Agreement and Plan of Merger, dated as of March 26, 2018, among BPY, Goldfinch Merger Sub Corp., an indirect, wholly owned subsidiary of BPY ("Merger Sub"), and the Issuer (as amended on June 25, 2018, the "Merger Agreement"), each share of the Issuer's common stock received up to 0.986 shares of class A stock or 0.986 limited partnership units of BPY. F3 · kind: (Continued from footnote 2) At this time, the number of shares of class A stock issued to the reporting person in the pre-closing dividend was unable to be determined, and for reporting purposes, we have assumed that the reporting person received the maximum number of shares of class A stock that could have been received. F2 · price: Shares of the Issuer's class A stock, par value $0.01 per share ("class A stock"), were issued to certain holders of record of GGP common stock as of the end of trading on the New York Stock Exchange on July 27, 2018 (the "Pre-Closing Dividend"). The Pre-Closing Dividend consisted of either cash or equity (in the form of class A stock or limited partnership units of Brookfield Property Partners L.P. ("BPY")). Depending on the elections made by the Reporting Person, and the proration of the Pre-Closing Dividend pursuant to the Agreement and Plan of Merger, dated as of March 26, 2018, among BPY, Goldfinch Merger Sub Corp., an indirect, wholly owned subsidiary of BPY ("Merger Sub"), and the Issuer (as amended on June 25, 2018, the "Merger Agreement"), each share of the Issuer's common stock received up to 0.986 shares of class A stock or 0.986 limited partnership units of BPY. F3 · price: (Continued from footnote 2) At this time, the number of shares of class A stock issued to the reporting person in the pre-closing dividend was unable to be determined, and for reporting purposes, we have assumed that the reporting person received the maximum number of shares of class A stock that could have been received. Read SEC document |
| May 14, 2018 Filed May 15, 2018 20:44 UTC | REGENCY CENTERS CORP REG · Entity 3380 | Exercise / conversionDividend Equivalent Rights · Derivative | 163 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-023977 · doc1.xml · derivative · entry 4 FIALA MARY LOU · CIK 0001174541 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 163 shares Expires not disclosed 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. F2 · derivative.exercise_date: Settlement of dividend equivalent rights in connection with vesting of restrictive stock. The rights accrued when and as dividends were paid on Regency's common stock and vested proportionately with the restricted stock. Each dividend equivalent is the equivalent of one share of Regency's common stock. F2 · derivative.expiration_date: Settlement of dividend equivalent rights in connection with vesting of restrictive stock. The rights accrued when and as dividends were paid on Regency's common stock and vested proportionately with the restricted stock. Each dividend equivalent is the equivalent of one share of Regency's common stock. Read SEC document |
| May 14, 2018 Filed May 15, 2018 20:44 UTC | REGENCY CENTERS CORP REG · Entity 3380 | Exercise / conversionRestricted Stock · Derivative | 2,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-023977 · doc1.xml · derivative · entry 3 FIALA MARY LOU · CIK 0001174541 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 2,000 shares Expires not disclosed 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. F1 · derivative.exercise_date: Vesting of restricted stock granted pursuant to Regency's Omnibus Incentive Plan. F1 · derivative.expiration_date: Vesting of restricted stock granted pursuant to Regency's Omnibus Incentive Plan. Read SEC document |
| May 14, 2018 Filed May 15, 2018 20:44 UTC | REGENCY CENTERS CORP REG · Entity 3380 | Exercise / conversionCommon Stock | 163 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-18-023977 · doc1.xml · nonDerivative · entry 2 FIALA MARY LOU · CIK 0001174541 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,308 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. F2 · price: Settlement of dividend equivalent rights in connection with vesting of restrictive stock. The rights accrued when and as dividends were paid on Regency's common stock and vested proportionately with the restricted stock. Each dividend equivalent is the equivalent of one share of Regency's common stock. Read SEC document |
| May 14, 2018 Filed May 15, 2018 20:44 UTC | REGENCY CENTERS CORP REG · Entity 3380 | Exercise / conversionCommon Stock | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-18-023977 · doc1.xml · nonDerivative · entry 1 FIALA MARY LOU · CIK 0001174541 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,145 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. F1 · price: Vesting of restricted stock granted pursuant to Regency's Omnibus Incentive Plan. Read SEC document |
| April 26, 2018 Filed Apr 27, 2018 20:28 UTC | REGENCY CENTERS CORP REG · Entity 3380 | GrantRestricted Stock Grant · Derivative | 2,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-020171 · doc1.xml · derivative · entry 1 FIALA MARY LOU · CIK 0001174541 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 Underlying: Common Stock · 2,000 shares Expires not disclosed F1 · derivative.exercise_date: Shares vest 25% per year beginning on the first anniversary of the date of grant. F1 · derivative.expiration_date: Shares vest 25% per year beginning on the first anniversary of the date of grant. Read SEC document |
| August 23, 2017 Filed Aug 24, 2017 20:14 UTC | REGENCY CENTERS CORP REG · Entity 3380 | SaleCommon Stock | 7,775 | $65.74 | $511,128.50 |
DisclosureSEC source: 0001140361-17-033176 · doc1.xml · nonDerivative · entry 1 FIALA MARY LOU · CIK 0001174541 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Irrevocable Trust Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $65.67 to $65.79, inclusive. The Reporting Person undertakes to provide Regency Centers Corporation (the "Company"), any security holder of the Company, or the staff of the Securities & Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein. Read SEC document |
| May 19, 2017 Filed May 23, 2017 20:48 UTC | REGENCY CENTERS CORP REG · Entity 3380 | Exercise / conversionDividend Equivalent Rights · Derivative | 159 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-021954 · doc1.xml · derivative · entry 5 FIALA MARY LOU · CIK 0001174541 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 159 shares Expires not disclosed 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. F2 · derivative.exercise_date: Settlement of dividend equivalent rights in connection with vesting of restrictive stock. The rights accrued when and as dividends were paid on Regency's common stock and vested proportionately with the restricted stock. Each dividend equivalent is the equivalent of one share of regency's common stock. F2 · derivative.expiration_date: Settlement of dividend equivalent rights in connection with vesting of restrictive stock. The rights accrued when and as dividends were paid on Regency's common stock and vested proportionately with the restricted stock. Each dividend equivalent is the equivalent of one share of regency's common stock. Read SEC document |
| May 19, 2017 Filed May 23, 2017 20:48 UTC | REGENCY CENTERS CORP REG · Entity 3380 | Exercise / conversionRestricted Stock · Derivative | 2,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-021954 · doc1.xml · derivative · entry 4 FIALA MARY LOU · CIK 0001174541 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 2,000 shares Expires not disclosed 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. F1 · derivative.exercise_date: Vesting of restricted stock granted pursuant to Regency's Omnibus Incentive Plan. F1 · derivative.expiration_date: Vesting of restricted stock granted pursuant to Regency's Omnibus Incentive Plan. Read SEC document |
| May 19, 2017 Filed May 23, 2017 20:48 UTC | REGENCY CENTERS CORP REG · Entity 3380 | Exercise / conversionCommon Stock | 159 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-17-021954 · doc1.xml · nonDerivative · entry 2 FIALA MARY LOU · CIK 0001174541 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,145 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. F2 · price: Settlement of dividend equivalent rights in connection with vesting of restrictive stock. The rights accrued when and as dividends were paid on Regency's common stock and vested proportionately with the restricted stock. Each dividend equivalent is the equivalent of one share of regency's common stock. Read SEC document |
| May 19, 2017 Filed May 23, 2017 20:48 UTC | REGENCY CENTERS CORP REG · Entity 3380 | Exercise / conversionCommon Stock | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-17-021954 · doc1.xml · nonDerivative · entry 1 FIALA MARY LOU · CIK 0001174541 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,986 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. F1 · price: Vesting of restricted stock granted pursuant to Regency's Omnibus Incentive Plan. Read SEC document |
| April 27, 2017 Filed May 1, 2017 20:45 UTC | REGENCY CENTERS CORP REG · Entity 3380 | GrantRestricted Stock Grant · Derivative | 2,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-017620 · doc1.xml · derivative · entry 1 FIALA MARY LOU · CIK 0001174541 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 Underlying: Common Stock · 2,000 shares Expires not disclosed F1 · derivative.exercise_date: Shares vest 25% per year beginning on the first anniversary of the date of grant. F1 · derivative.expiration_date: Shares vest 25% per year beginning on the first anniversary of the date of grant. Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 21:36 UTC | REGENCY CENTERS CORP REG · Entity 3380 | OtherSeries 6 Preferred | 4,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-17-008347 · doc1.xml · nonDerivative · entry 1 FIALA MARY LOU · CIK 0001174541 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The reported series of securities were called for redemption by the issuer at a price equal to $25.21163 per share. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 16:55 UTC | Brookfield Property REIT Inc. GGP · Entity 136893 | GrantCommon Stock | 5,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001473158-17-000002 · primary_doc.xml · nonDerivative · entry 1 FIALA MARY LOU · CIK 0001174541 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,765 F1 · shares: Represents the grant of restricted stock to the reporting person under the General Growth Properties, Inc. 2010 Equity Incentive Plan. The grant vests in 25% increments on each of March 31, 2017, June 30, 2017, September 30, 2017 and December 31, 2017. 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.