Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CBRE GROUP, INC.CBRE · Entity 3066 | Global Group President | August 14, 2018 | August 17, 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.
CBRE GROUP, INC.
Report date August 14, 2018 · Filed August 17, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 247,453 |
Reported balance
After 2018-08-14 transaction · row 1
1 source rowRow 1 · 2018-08-14 · Tax withholding · Disposed 21,596 · Balance 247,453 |
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 14, 2018 Filed Aug 17, 2018 00:06 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | Tax withholdingClass A Common Stock | 21,596 | $46.92 | $1,013,284.32 |
DisclosureSEC source: 0001225208-18-012700 · doc4.xml · nonDerivative · entry 1 Frese Calvin W Jr · CIK 0001313872 · Global Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,453 Read SEC document |
| August 11, 2018 Filed Aug 14, 2018 23:03 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | Tax withholdingClass A Common Stock | 3,706 | $46.99 | $174,144.94 |
DisclosureSEC source: 0001225208-18-012565 · doc4.xml · nonDerivative · entry 1 Frese Calvin W Jr · CIK 0001313872 · Global Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 269,049 Read SEC document |
| March 08, 2018 Filed Mar 9, 2018 21:34 UTC | CBRE GROUP, INC. CBG · Entity 3066 | SaleClass A Common Stock | 6,033 | $47.00 | $283,538.33 |
DisclosureSEC source: 0001225208-18-005833 · doc4.xml · nonDerivative · entry 1 Frese Calvin W Jr · CIK 0001313872 · Global Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,755 F1 · price: This transaction was executed in multiple trades at prices ranging from $46.99 to $47.015. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| March 03, 2018 Filed Mar 6, 2018 23:42 UTC | CBRE GROUP, INC. CBG · Entity 3066 | Tax withholdingClass A Common Stock | 1,927 | $46.10 | $88,834.70 |
DisclosureSEC source: 0001225208-18-005505 · doc4.xml · nonDerivative · entry 1 Frese Calvin W Jr · CIK 0001313872 · Global Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,788 Read SEC document |
| February 16, 2018 Filed Feb 21, 2018 23:39 UTC | CBRE GROUP, INC. CBG · Entity 3066 | GrantClass A Common Stock | 33,376 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003635 · doc4.xml · nonDerivative · entry 2 Frese Calvin W Jr · CIK 0001313872 · Global Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,715 F2 · kind: The Issuer granted these securities to the Reporting Person in August 2015 as part of the Reporting Person's 2015 annual management equity award. On February 16, 2018, the Compensation Committee of the Board of Directors of the Issuer certified the Issuer's Adjusted EPS performance necessary for this award to vest. As such, these securities will vest in full on August 14, 2018, subject to forfeiture in certain circumstances as set forth in the award agreement. Read SEC document |
| February 16, 2018 Filed Feb 21, 2018 23:39 UTC | CBRE GROUP, INC. CBG · Entity 3066 | GrantClass A Common Stock | 34,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003635 · doc4.xml · nonDerivative · entry 1 Frese Calvin W Jr · CIK 0001313872 · Global Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,339 F1 · kind: The Issuer granted these securities to the Reporting Person on February 16, 2018 as part of the Reporting Person's 2018 annual management equity award. These securities will vest at a rate of 25% per year on each of February 16, 2019, 2020, 2021 and 2022, subject to forfeiture or acceleration in certain circumstances as set forth in the award agreement. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 22:23 UTC | CBRE GROUP, INC. CBG · Entity 3066 | SaleClass A Common Stock | 25,000 | $44.17 | $1,104,162.50 |
DisclosureSEC source: 0001225208-18-003050 · doc4.xml · nonDerivative · entry 1 Frese Calvin W Jr · CIK 0001313872 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,121 F1 · price: This transaction was executed in multiple trades at prices ranging from $44.14 to $44.19. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| December 01, 2017 Filed Dec 5, 2017 23:00 UTC | CBRE GROUP, INC. CBG · Entity 3066 | GrantClass A Common Stock | 42,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-018275 · doc4.xml · nonDerivative · entry 1 Frese Calvin W Jr · CIK 0001313872 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,121 F1 · kind: The Issuer granted these restricted stock units to the Reporting Person on December 1, 2017 as part of a one-time strategic equity grant. These restricted stock units will vest 100% on December 1, 2023, subject to forfeiture or acceleration in certain circumstances as set forth in the award agreement governing the grant of these restricted stock units. Read SEC document |
| November 09, 2017 Filed Nov 13, 2017 23:44 UTC | CBRE GROUP, INC. CBG · Entity 3066 | GiftClass A Common Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-017261 · doc4.xml · nonDerivative · entry 2 Frese Calvin W Jr · CIK 0001313872 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,673 Read SEC document |
| November 08, 2017 Filed Nov 13, 2017 23:44 UTC | CBRE GROUP, INC. CBG · Entity 3066 | SaleClass A Common Stock | 20,000 | $41.01 | $820,116.00 |
DisclosureSEC source: 0001225208-17-017261 · doc4.xml · nonDerivative · entry 1 Frese Calvin W Jr · CIK 0001313872 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,673 F1 · price: This transaction was executed in multiple trades at prices ranging from $41.00 to $41.035. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| October 20, 2017 Filed Oct 20, 2017 20:40 UTC | CBRE GROUP, INC. CBG · Entity 3066 | SaleClass A Common Stock | 8,244 | $40.12 | $330,763.29 |
DisclosureSEC source: 0001225208-17-016435 · doc4.xml · nonDerivative · entry 4 Frese Calvin W Jr · CIK 0001313872 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,673 F1 · kind: The reporting person previously adopted a 10b5-1 trading plan, and this transaction was automatically effected pursuant to that plan. F2 · price: This transaction was executed in multiple trades at prices ranging from $40.00 to $40.19. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| October 19, 2017 Filed Oct 20, 2017 20:40 UTC | CBRE GROUP, INC. CBG · Entity 3066 | SaleClass A Common Stock | 5,449 | $40.00 | $217,960.00 |
DisclosureSEC source: 0001225208-17-016435 · doc4.xml · nonDerivative · entry 3 Frese Calvin W Jr · CIK 0001313872 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,917 F1 · kind: The reporting person previously adopted a 10b5-1 trading plan, and this transaction was automatically effected pursuant to that plan. Read SEC document |
| October 18, 2017 Filed Oct 20, 2017 20:40 UTC | CBRE GROUP, INC. CBG · Entity 3066 | SaleClass A Common Stock | 11,107 | $40.00 | $444,280.00 |
DisclosureSEC source: 0001225208-17-016435 · doc4.xml · nonDerivative · entry 2 Frese Calvin W Jr · CIK 0001313872 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,366 F1 · kind: The reporting person previously adopted a 10b5-1 trading plan, and this transaction was automatically effected pursuant to that plan. Read SEC document |
| October 18, 2017 Filed Oct 20, 2017 20:40 UTC | CBRE GROUP, INC. CBG · Entity 3066 | SaleClass A Common Stock | 200 | $40.00 | $8,000.06 |
DisclosureSEC source: 0001225208-17-016435 · doc4.xml · nonDerivative · entry 1 Frese Calvin W Jr · CIK 0001313872 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,473 F1 · kind: The reporting person previously adopted a 10b5-1 trading plan, and this transaction was automatically effected pursuant to that plan. Read SEC document |
| September 05, 2017 Filed Sep 7, 2017 22:54 UTC | CBRE GROUP, INC. CBG · Entity 3066 | Tax withholdingClass A Common Stock | 7,390 | $35.99 | $265,966.10 |
DisclosureSEC source: 0001225208-17-014764 · doc4.xml · nonDerivative · entry 1 Frese Calvin W Jr · CIK 0001313872 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,673 Read SEC document |
| August 14, 2017 Filed Aug 16, 2017 00:53 UTC | CBRE GROUP, INC. CBG · Entity 3066 | Tax withholdingClass A Common Stock | 31,920 | $36.05 | $1,150,716.00 |
DisclosureSEC source: 0001225208-17-014071 · doc4.xml · nonDerivative · entry 2 Frese Calvin W Jr · CIK 0001313872 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,063 Read SEC document |
| August 11, 2017 Filed Aug 16, 2017 00:53 UTC | CBRE GROUP, INC. CBG · Entity 3066 | Tax withholdingClass A Common Stock | 4,416 | $35.77 | $157,960.32 |
DisclosureSEC source: 0001225208-17-014071 · doc4.xml · nonDerivative · entry 1 Frese Calvin W Jr · CIK 0001313872 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 285,983 Read SEC document |
| March 03, 2017 Filed Mar 8, 2017 01:23 UTC | CBRE GROUP, INC. CBG · Entity 3066 | GrantClass A Common Stock | 31,841 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-005821 · doc4.xml · nonDerivative · entry 2 Frese Calvin W Jr · CIK 0001313872 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,399 F2 · kind: The Issuer granted these restricted stock units to the Reporting Person on March 3, 2017 as part of the Reporting Person's 2017 annual management equity award. These restricted stock units will vest at a rate of 25% per year on each of March 3, 2018, 2019, 2020 and 2021, subject to forfeiture or acceleration in certain circumstances as set forth in the award agreement. Read SEC document |
| March 03, 2017 Filed Mar 8, 2017 01:23 UTC | CBRE GROUP, INC. CBG · Entity 3066 | GrantClass A Common Stock | 46,556 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-005821 · doc4.xml · nonDerivative · entry 1 Frese Calvin W Jr · CIK 0001313872 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258,558 F1 · kind: The Issuer granted these securities to the Reporting Person in August 2014 as part of the Reporting Person's 2014 annual management equity award. On March 3, 2017, the Compensation Committee of the Board of Directors of the Issuer certified the Issuer's Adjusted EPS performance necessary for this award to vest. As such, these securities will vest in full on August 14, 2017, subject to forfeiture in certain circumstances as set forth in the award agreement. Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 00:31 UTC | CBRE GROUP, INC. CBG · Entity 3066 | SaleClass A Common Stock | 22,339 | $35.00 | $781,865.00 |
DisclosureSEC source: 0001225208-17-003286 · doc4.xml · nonDerivative · entry 1 Frese Calvin W Jr · CIK 0001313872 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,002 F1 · kind: The reporting person previously adopted a 10b5-1 trading plan, and this transaction was automatically effected pursuant to that plan. Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 21:34 UTC | CBRE GROUP, INC. CBG · Entity 3066 | SaleClass A Common Stock | 25,000 | $32.00 | $800,000.00 |
DisclosureSEC source: 0001225208-16-042961 · doc4.xml · nonDerivative · entry 1 Frese Calvin W Jr · CIK 0001313872 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,341 F1 · kind: The reporting person previously adopted a 10b5-1 trading plan, and this transaction was automatically effected pursuant to that plan. Read SEC document |
| September 06, 2016 Filed Sep 7, 2016 22:12 UTC | CBRE GROUP, INC. CBG · Entity 3066 | SaleClass A Common Stock | 39,475 | $29.90 | $1,180,397.24 |
DisclosureSEC source: 0001225208-16-039036 · doc4.xml · nonDerivative · entry 2 Frese Calvin W Jr · CIK 0001313872 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,341 F1 · price: This transaction was executed in multiple trades at prices ranging from $29.90 to $29.97. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| September 05, 2016 Filed Sep 7, 2016 22:12 UTC | CBRE GROUP, INC. CBG · Entity 3066 | Tax withholdingClass A Common Stock | 34,063 | $30.17 | $1,027,680.71 |
DisclosureSEC source: 0001225208-16-039036 · doc4.xml · nonDerivative · entry 1 Frese Calvin W Jr · CIK 0001313872 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,816 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.