Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Urban Edge PropertiesUE · Entity 4249 | EVP - Asset Management | May 16, 2018 | May 18, 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.
Urban Edge Properties
Report date May 16, 2018 · Filed May 18, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 24,584 |
Reported balance
After 2018-05-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-05-16 · Disposition to issuer · Disposed 1,032 · Balance 24,584 F1: Represents common shares of beneficial interest par value $0.01 ("Common Shares") disposed to Urban Edge Properties, the issuer, to satisfy withholding taxes related to vesting Restricted Stock issued under the Urban Edge Properties 2015 Omnibus Share Plan. F2: Total includes Common Shares purchased, if any, through the Urban Edge Properties employee stock purchase plan and dividend reinvestment plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents common shares of beneficial interest par value $0.01 ("Common Shares") disposed to Urban Edge Properties, the issuer, to satisfy withholding taxes related to vesting Restricted Stock issued under the Urban Edge Properties 2015 Omnibus Share Plan.
F2: Total includes Common Shares purchased, if any, through the Urban Edge Properties employee stock purchase plan and dividend reinvestment plan.
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 |
|---|---|---|---|---|---|---|
| May 16, 2018 Filed May 18, 2018 16:57 UTC | Urban Edge Properties UE · Entity 4249 | Disposition to issuerCommon Shares | 1,032 | $20.40 | $21,052.80 |
DisclosureSEC source: 0001225208-18-009576 · doc4.xml · nonDerivative · entry 1 Schachter Bernard · CIK 0001674799 · EVP - Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,584 F1 · shares: Represents common shares of beneficial interest par value $0.01 ("Common Shares") disposed to Urban Edge Properties, the issuer, to satisfy withholding taxes related to vesting Restricted Stock issued under the Urban Edge Properties 2015 Omnibus Share Plan. F2 · balance_after: Total includes Common Shares purchased, if any, through the Urban Edge Properties employee stock purchase plan and dividend reinvestment plan. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 17:14 UTC | Urban Edge Properties UE · Entity 4249 | Disposition to issuerCommon Shares | 964 | $22.55 | $21,738.20 |
DisclosureSEC source: 0001225208-18-004651 · doc4.xml · nonDerivative · entry 1 Schachter Bernard · CIK 0001674799 · EVP - Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,616 F1 · shares: Represents common shares of beneficial interest par value $0.01 ("Common Shares") disposed to Urban Edge Properties, the issuer, to satisfy withholding taxes related to vesting Restricted Stock issued under the Urban Edge Properties 2015 Omnibus Share Plan. F2 · balance_after: Total includes Common Shares purchased, if any, through the Urban Edge Properties employee stock purchase plan and dividend reinvestment plan. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 18:38 UTC | Urban Edge Properties UE · Entity 4249 | GrantLTIP Units (2018 LTI Perf.) · Derivative | 4,178 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-004248 · doc4.xml · derivative · entry 3 Schachter Bernard · CIK 0001674799 · EVP - Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,178 Underlying: Common Shares · 4,178 shares Expires not disclosed F3 · security: Represents LTIP Units in Urban Edge Properties LP granted pursuant to the Urban Edge Properties 2018 long-term incentive plan (the "2018 LTI") under the Omnibus Plan. The 2018 LTI program is comprised of LTIP Units that vest solely based on time ("2018 LTI Time") and those that vest subject to both time and performanced hurdles ("2018 LTI Perf"). F4 · derivative.exercise_price: Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and vesting, each LTIP Unit may be converted, at the election of the holder, into a Common Unit. Each Common Unit acquired upon conversion of an LTIP Unit may be converted into one Common Share of the Issuer. LTIP Units are generally not convertible without the consent of the Issuer until two years from the date of the grant. The right to convert LTIP Units into Common Units and to convert Common Units into Common Shares do not have expiration dates. F6 · derivative.exercise_date: The LTIP Units are scheduled to vest 50% on February 22, 2021 and 25% on each of February 22, 2022 and February 22, 2023, subject to continued employment through such dates and the achievement of certain performance based criteria based on the Issuer's total return to shareholders through February 22, 2021. Excludes 9,660 units granted under the 2018 LTI the vesting of which is subject to conditions (other than the passage of time and continued employment) that are not tied solely to the market price of an equity security of the Issuer. The vesting conditions relate to the Issuer's total shareholder return relative to the total shareholder return of a basket of peer group companies. F4 · derivative.expiration_date: Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and vesting, each LTIP Unit may be converted, at the election of the holder, into a Common Unit. Each Common Unit acquired upon conversion of an LTIP Unit may be converted into one Common Share of the Issuer. LTIP Units are generally not convertible without the consent of the Issuer until two years from the date of the grant. The right to convert LTIP Units into Common Units and to convert Common Units into Common Shares do not have expiration dates. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 18:38 UTC | Urban Edge Properties UE · Entity 4249 | GrantLTIP Units (2018 LTI Time) · Derivative | 1,773 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-004248 · doc4.xml · derivative · entry 2 Schachter Bernard · CIK 0001674799 · EVP - Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,773 Underlying: Common Shares · 1,773 shares Expires not disclosed F3 · security: Represents LTIP Units in Urban Edge Properties LP granted pursuant to the Urban Edge Properties 2018 long-term incentive plan (the "2018 LTI") under the Omnibus Plan. The 2018 LTI program is comprised of LTIP Units that vest solely based on time ("2018 LTI Time") and those that vest subject to both time and performanced hurdles ("2018 LTI Perf"). F4 · derivative.exercise_price: Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and vesting, each LTIP Unit may be converted, at the election of the holder, into a Common Unit. Each Common Unit acquired upon conversion of an LTIP Unit may be converted into one Common Share of the Issuer. LTIP Units are generally not convertible without the consent of the Issuer until two years from the date of the grant. The right to convert LTIP Units into Common Units and to convert Common Units into Common Shares do not have expiration dates. F5 · derivative.exercise_date: Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and vesting, each LTIP Unit may be converted, at the election of the holder, into a Common Unit. Each Common Unit acquired upon conversion of an LTIP Unit may be converted into one Common Share of the Issuer. LTIP Units are generally not convertible without the consent of the Issuer until two years from the date of the grant. The right to convert LTIP Units into Common Units and to convert Common Units into Common Shares do not have expiration dates. The LTIP Units vest ratably over three years, subject to continued employment through each vesting date, with the initial vesting occurring on February 22, 2019. F4 · derivative.expiration_date: Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and vesting, each LTIP Unit may be converted, at the election of the holder, into a Common Unit. Each Common Unit acquired upon conversion of an LTIP Unit may be converted into one Common Share of the Issuer. LTIP Units are generally not convertible without the consent of the Issuer until two years from the date of the grant. The right to convert LTIP Units into Common Units and to convert Common Units into Common Shares do not have expiration dates. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 18:38 UTC | Urban Edge Properties UE · Entity 4249 | GrantCommon Shares | 9,421 | $21.64 | $203,870.44 |
DisclosureSEC source: 0001225208-18-004248 · doc4.xml · nonDerivative · entry 1 Schachter Bernard · CIK 0001674799 · EVP - Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,580 F1 · shares: These common shares of beneficial interest, par value $0.01 ("Common Shares") of Urban Edge Properties (the "Issuer") were issued as "Restricted Stock" under the terms of the Urban Edge Properties 2015 Omnibus Share Plan (the "Omnibus Plan"). These shares vest ratably over three years subject to continued employment through each vesting date with the initial vesting occurring on February 22, 2019. F2 · balance_after: Total includes Common Shares purchased, if any, through the Urban Edge Properties employee stock purchase plan and dividend reinvestment plan. Read SEC document |
| May 16, 2017 Filed May 18, 2017 16:29 UTC | Urban Edge Properties UE · Entity 4249 | Disposition to issuerCommon Shares | 1,092 | $24.18 | $26,399.10 |
DisclosureSEC source: 0001225208-17-010056 · doc4.xml · nonDerivative · entry 1 Schachter Bernard · CIK 0001674799 · EVP - Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,257 F1 · shares: Represents common shares of beneficial interest par value $0.01 ("Common Shares") disposed to Urban Edge Properties, the issuer, to satisfy withholding taxes related to vesting of 3,013 shares of Restricted Stock issued under the Urban Edge Properties 2015 Omnibus Share Plan. F2 · balance_after: Total includes Common Shares purchased, if any, through the Urban Edge Properties employee stock purchase plan and dividend reinvestment plan. Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 18:45 UTC | Urban Edge Properties UE · Entity 4249 | GrantLTIP Units (2017 OPP) · Derivative | 3,818 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004965 · doc4.xml · derivative · entry 2 Schachter Bernard · CIK 0001674799 · EVP - Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,818 Underlying: Common Shares · 3,818 shares Expires not disclosed F3 · security: Represents LTIP Units in Urban Edge Properties LP granted pursuant to the Urban Edge Properties 2017 Outperformance Plan (the "2017 Outperformance Plan" or "2017 OPP") under the Omnibus Plan. F4 · derivative.exercise_price: Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and vesting, each LTIP Unit may be converted, at the election of the holder, into a Common Unit. Each Common Unit acquired upon conversion of an LTIP Unit may be converted into one Common Share of the Issuer. LTIP Units are generally not convertible without the consent of the Issuer until two years from the date of the grant. The right to convert LTIP Units into Common Units and to convert Common Units into Common Shares do not have expiration dates. The LTIP Units are scheduled to vest 50% on February 24, 2020 and 25% on each of February 24, 2021 and February 24, 2022, subject to continued employment through such dates and the achievement of certain performance based criteria based on the Issuer's total return to shareholders through February 24, 2020. F5 · shares: Excludes 11,454 LTIP Units granted under the 2017 OPP the vesting of which is subject to conditions (other than the passage of time and continued employment) that are not tied solely to the market price of an equity security of the Issuer. The vesting conditions relate to the Issuer's total shareholder return relative to the total shareholder return of a basket of peer group companies. F4 · derivative.exercise_date: Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and vesting, each LTIP Unit may be converted, at the election of the holder, into a Common Unit. Each Common Unit acquired upon conversion of an LTIP Unit may be converted into one Common Share of the Issuer. LTIP Units are generally not convertible without the consent of the Issuer until two years from the date of the grant. The right to convert LTIP Units into Common Units and to convert Common Units into Common Shares do not have expiration dates. The LTIP Units are scheduled to vest 50% on February 24, 2020 and 25% on each of February 24, 2021 and February 24, 2022, subject to continued employment through such dates and the achievement of certain performance based criteria based on the Issuer's total return to shareholders through February 24, 2020. F4 · derivative.expiration_date: Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and vesting, each LTIP Unit may be converted, at the election of the holder, into a Common Unit. Each Common Unit acquired upon conversion of an LTIP Unit may be converted into one Common Share of the Issuer. LTIP Units are generally not convertible without the consent of the Issuer until two years from the date of the grant. The right to convert LTIP Units into Common Units and to convert Common Units into Common Shares do not have expiration dates. The LTIP Units are scheduled to vest 50% on February 24, 2020 and 25% on each of February 24, 2021 and February 24, 2022, subject to continued employment through such dates and the achievement of certain performance based criteria based on the Issuer's total return to shareholders through February 24, 2020. F5 · derivative.underlying_shares: Excludes 11,454 LTIP Units granted under the 2017 OPP the vesting of which is subject to conditions (other than the passage of time and continued employment) that are not tied solely to the market price of an equity security of the Issuer. The vesting conditions relate to the Issuer's total shareholder return relative to the total shareholder return of a basket of peer group companies. F5 · balance_after: Excludes 11,454 LTIP Units granted under the 2017 OPP the vesting of which is subject to conditions (other than the passage of time and continued employment) that are not tied solely to the market price of an equity security of the Issuer. The vesting conditions relate to the Issuer's total shareholder return relative to the total shareholder return of a basket of peer group companies. Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 18:45 UTC | Urban Edge Properties UE · Entity 4249 | GrantCommon Shares | 7,886 | $28.36 | $223,646.96 |
DisclosureSEC source: 0001225208-17-004965 · doc4.xml · nonDerivative · entry 1 Schachter Bernard · CIK 0001674799 · EVP - Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,349 F1 · shares: These common shares of beneficial interest, par value $0.01 ("Common Shares") of Urban Edge Properties (the "Issuer") were issued as "Restricted Stock" under the terms of the Urban Edge Properties 2015 Omnibus Share Plan (the "Omnibus Plan"). These shares vest ratably over three years subject to continued employment through each vesting date with the initial vesting occuring on February 24, 2018. F2 · balance_after: Total includes Common Shares purchased, if any, through the Urban Edge Properties employee stock purchase plan and dividend reinvestment plan. 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.