Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SIMON PROPERTY GROUP INC.SPG · Entity 2946 | SVP & Chief Accounting Officer | June 29, 2018 | July 03, 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.
SIMON PROPERTY GROUP INC.
Report date June 29, 2018 · Filed July 03, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,734 |
Reported balance
After 2018-06-29 transaction · row 1
1 source rowRow 1 · 2018-06-29 · Sale · Disposed 859 · Balance 1,734 |
| Common StockSEC Table I · non-derivative | Indirect401 (K) Plan | 113 |
Reported balance
Holding disclosure · report date 2018-06-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 113 |
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 |
|---|---|---|---|---|---|---|
| June 29, 2018 Filed Jul 3, 2018 19:31 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | SaleCommon Stock | 859 | $170.28 | $146,270.52 |
DisclosureSEC source: 0001179110-18-009320 · edgar.xml · nonDerivative · entry 1 Broadwater Steven K. · CIK 0001471977 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,734 Read SEC document |
| April 09, 2018 Filed Apr 10, 2018 21:16 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | Tax withholdingCommon Stock | 13 | $154.10 | $2,003.30 |
DisclosureSEC source: 0001179110-18-005547 · edgar.xml · nonDerivative · entry 1 Broadwater Steven K. · CIK 0001471977 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,593 F1 · shares: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 17:44 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | Tax withholdingCommon Stock | 334 | $154.35 | $51,552.90 |
DisclosureSEC source: 0001179110-18-005372 · edgar.xml · nonDerivative · entry 2 Broadwater Steven K. · CIK 0001471977 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,606 F2 · shares: Represents shares withheld to satisfy tax withholding obligations on the vesting of restricted stock. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 17:44 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | GrantCommon Stock | 650 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-18-005372 · edgar.xml · nonDerivative · entry 1 Broadwater Steven K. · CIK 0001471977 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,940 F1 · kind: Award of restricted stock under a stock incentive program established pursuant to the Simon Property Group, L.P. 1998 Stock Incentive Plan. The restricted stock included within such award is subject to forfeiture unless recipient satisfies vesting requirements. F1 · price: Award of restricted stock under a stock incentive program established pursuant to the Simon Property Group, L.P. 1998 Stock Incentive Plan. The restricted stock included within such award is subject to forfeiture unless recipient satisfies vesting requirements. Read SEC document |
| December 29, 2017 Filed Jan 2, 2018 19:36 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | SaleCommon Stock | 621 | $171.95 | $106,780.95 |
DisclosureSEC source: 0001179110-18-000057 · edgar.xml · nonDerivative · entry 1 Broadwater Steven K. · CIK 0001471977 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,290 Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 19:28 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | Tax withholdingCommon Stock | 288 | $172.03 | $49,544.64 |
DisclosureSEC source: 0001179110-17-005498 · edgar.xml · nonDerivative · entry 2 Broadwater Steven K. · CIK 0001471977 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,911 F2 · shares: Represents shares withheld to satisfy tax withholding obligations on the vesting of restricted stock. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 19:28 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | GrantCommon Stock | 891 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-005498 · edgar.xml · nonDerivative · entry 1 Broadwater Steven K. · CIK 0001471977 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,199 F1 · kind: Award of restricted stock under a stock incentive program established pursuant to the Simon Property Group, L.P. 1998 Stock Incentive Plan. The restricted stock included within such award is subject to forfeiture unless recipient satisfies vesting requirements. F1 · price: Award of restricted stock under a stock incentive program established pursuant to the Simon Property Group, L.P. 1998 Stock Incentive Plan. The restricted stock included within such award is subject to forfeiture unless recipient satisfies vesting requirements. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 17:22 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | SaleCommon Stock | 945 | $215.41 | $203,562.45 |
DisclosureSEC source: 0001179110-16-029308 · edgar.xml · nonDerivative · entry 1 Broadwater Steven K. · CIK 0001471977 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,965 Read SEC document |
| June 17, 2016 Filed Feb 14, 2017 22:25 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | SaleCommon Stock | 490 | $205.54 | $100,714.60 |
DisclosureSEC source: 0001179110-17-002364 · edgar.xml · nonDerivative · entry 1 Broadwater Steven K. · CIK 0001471977 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,308 F1 · balance_after: The reporting person had previously inadvertently reported his shares of common stock held through a company-sponsored 401(K) plan as being directly held. In this Form 5, the reporting person is separately disclosing the shares of common stock that he holds directly and his shares of common stock that he holds through the 401(K) plan. In addition, the number of shares of common stock that the reporting person holds through the 401(K) plan was reduced since the reporting person's last Form 4 filing from 167 shares to 105 shares as the result of a rebalancing within the 401(K) plan by the plan administrator, and not as the result of a sale of shares by the reporting person. 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.