Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KITE REALTY GROUP TRUSTKRG · Entity 3865 | Executive VP & CFO | May 08, 2018 | May 10, 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.
KITE REALTY GROUP TRUST
Report date May 08, 2018 · Filed May 10, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 60,688 |
Reported balance
After 2018-05-08 transaction · row 1
1 source rowRow 1 · 2018-05-08 · Tax withholding · Disposed 784 · Balance 60,688 F1: The disposition represents the surrender of common shares to fund income taxes due upon the vesting of restricted shares. |
| Common SharesSEC Table I · non-derivative | IndirectBy Children | 667 |
Reported balance
Holding disclosure · report date 2018-05-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 667 |
| Common SharesSEC Table I · non-derivative | IndirectBy Parent | 1,250 |
Reported balance
Holding disclosure · report date 2018-05-08 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,250 |
| Limited Partnership Units of Kite Realty Group, L.P.SEC Table II · derivative / convertible security | Direct | 82,829 |
Reported balance
Holding disclosure · report date 2018-05-08 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 82,829 F2: Limited Partnership units of Kite Realty Group, L.P. ("LP Units") are redeemable for common shares of beneficial interest of Kite Realty Group Trust (the "Company") on a one-to-one basis or, at the Company's election, the cash value thereof. The LP units have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: The disposition represents the surrender of common shares to fund income taxes due upon the vesting of restricted shares.
F2: Limited Partnership units of Kite Realty Group, L.P. ("LP Units") are redeemable for common shares of beneficial interest of Kite Realty Group Trust (the "Company") on a one-to-one basis or, at the Company's election, the cash value thereof. The LP units have no expiration date.
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 08, 2018 Filed May 10, 2018 16:40 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | Tax withholdingCommon Shares | 784 | $14.85 | $11,642.40 |
DisclosureSEC source: 0001286043-18-000069 · wf-form4_152598480902610.xml · nonDerivative · entry 1 Sink Daniel R · CIK 0001295837 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,688 F1 · shares: The disposition represents the surrender of common shares to fund income taxes due upon the vesting of restricted shares. Read SEC document |
| March 26, 2018 Filed Mar 28, 2018 17:06 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | Tax withholdingCommon Shares | 1,286 | $14.82 | $19,058.52 |
DisclosureSEC source: 0001286043-18-000049 · wf-form4_152227118992925.xml · nonDerivative · entry 1 Sink Daniel R · CIK 0001295837 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,472 F1 · shares: The disposition represents the surrender of common shares to fund income taxes due upon the vesting of restricted shares. Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 16:45 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | Tax withholdingCommon Shares | 1,303 | $15.52 | $20,222.56 |
DisclosureSEC source: 0001286043-18-000043 · wf-form4_152045909892123.xml · nonDerivative · entry 1 Sink Daniel R · CIK 0001295837 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,758 F1 · shares: The disposition represents the surrender of common shares to fund income taxes due upon the vesting of restricted shares. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 16:34 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | GrantLimited Partnership Units of Kite Realty Group, L.P. · Derivative | 14,893 | $0.00 | $0.00 |
DisclosureSEC source: 0001286043-18-000027 · wf-form4_151976725370152.xml · derivative · entry 4 Sink Daniel R · CIK 0001295837 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,829 Underlying: Common Shares · 14,893 shares Expires not disclosed F2 · derivative.exercise_price: Limited Partnership units of Kite Realty Group, L.P. ("LP Units") are redeemable for common shares of beneficial interest of Kite Realty Group Trust (the "Company") on a one-to-one basis or, at the Company's election, the cash value thereof. The LP units have no expiration date. F3 · kind: Represents the LTIP units pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan. LTIP units will vest in equal amounts on 2/22/2019, 2/22/2020, and 2/22/2021. F2 · derivative.exercise_date: Limited Partnership units of Kite Realty Group, L.P. ("LP Units") are redeemable for common shares of beneficial interest of Kite Realty Group Trust (the "Company") on a one-to-one basis or, at the Company's election, the cash value thereof. The LP units have no expiration date. F2 · derivative.expiration_date: Limited Partnership units of Kite Realty Group, L.P. ("LP Units") are redeemable for common shares of beneficial interest of Kite Realty Group Trust (the "Company") on a one-to-one basis or, at the Company's election, the cash value thereof. The LP units have no expiration date. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 16:34 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | Tax withholdingCommon Shares | 901 | $15.04 | $13,551.04 |
DisclosureSEC source: 0001286043-18-000027 · wf-form4_151976725370152.xml · nonDerivative · entry 1 Sink Daniel R · CIK 0001295837 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,061 F1 · shares: The disposition represents the surrender of common shares to fund income taxes due upon the vesting of restricted shares. Read SEC document |
| February 17, 2018 Filed Feb 20, 2018 16:20 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | Tax withholdingCommon Shares | 370 | $15.48 | $5,727.60 |
DisclosureSEC source: 0001286043-18-000019 · wf-form4_151916162572075.xml · nonDerivative · entry 1 Sink Daniel R · CIK 0001295837 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,962 F1 · shares: The disposition represents the surrender of common shares to fund income taxes due upon the vesting of restricted shares. Read SEC document |
| May 08, 2017 Filed May 10, 2017 16:17 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | Tax withholdingCommon Shares | 839 | $19.96 | $16,746.44 |
DisclosureSEC source: 0001286043-17-000061 · wf-form4_149444743403238.xml · nonDerivative · entry 1 Sink Daniel R · CIK 0001295837 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,332 F1 · shares: The disposition represents the surrender of common shares to fund income taxes due upon the vesting of restricted shares. Read SEC document |
| March 27, 2017 Filed Mar 29, 2017 16:30 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | Tax withholdingCommon Shares | 1,376 | $21.19 | $29,157.44 |
DisclosureSEC source: 0001286043-17-000043 · wf-form4_149081938550710.xml · nonDerivative · entry 1 Sink Daniel R · CIK 0001295837 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,171 F1 · shares: The disposition represents the surrender of common shares to fund income taxes due upon the vesting of restricted shares. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 16:16 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | Tax withholdingCommon Shares | 1,393 | $21.89 | $30,492.77 |
DisclosureSEC source: 0001286043-17-000037 · wf-form4_148900776400145.xml · nonDerivative · entry 1 Sink Daniel R · CIK 0001295837 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,547 F1 · shares: The disposition represents the surrender of common shares to fund income taxes due upon the vesting of restricted shares. Read SEC document |
| February 16, 2017 Filed Feb 17, 2017 16:36 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | Tax withholdingCommon Shares | 413 | $23.22 | $9,589.86 |
DisclosureSEC source: 0001286043-17-000018 · wf-form4_148736734597528.xml · nonDerivative · entry 1 Sink Daniel R · CIK 0001295837 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,940 F1 · shares: The disposition represents the surrender of common shares to fund income taxes due upon the vesting of restricted shares. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 16:36 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | GrantLimited Partnership Units of Kite Realty Group, L.P. · Derivative | 7,751 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001286043-17-000018 · wf-form4_148736734597528.xml · derivative · entry 4 Sink Daniel R · CIK 0001295837 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,936 Underlying: Common Shares · 7,751 shares Expires not disclosed F2 · derivative.exercise_price: Common shares of benefical interest, par value $.01 per share (the "Common Shares") are issued upon the redemption and tender of Limited Partnership units ("LP Units) of Kite Realty Group, L.P. on a one for one basis. LP Units have no expiration date, and they are currently redeemable for Common Shares or cash at the electio nof Kite Realty Group Trust. F3 · kind: Represents the LTIP units pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan. LTIP units will vest in equal amounts on 2/15/2018, 2/15/2019, and 2/15/2020. F3 · shares: Represents the LTIP units pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan. LTIP units will vest in equal amounts on 2/15/2018, 2/15/2019, and 2/15/2020. F2 · price: Common shares of benefical interest, par value $.01 per share (the "Common Shares") are issued upon the redemption and tender of Limited Partnership units ("LP Units) of Kite Realty Group, L.P. on a one for one basis. LP Units have no expiration date, and they are currently redeemable for Common Shares or cash at the electio nof Kite Realty Group Trust. F2 · derivative.exercise_date: Common shares of benefical interest, par value $.01 per share (the "Common Shares") are issued upon the redemption and tender of Limited Partnership units ("LP Units) of Kite Realty Group, L.P. on a one for one basis. LP Units have no expiration date, and they are currently redeemable for Common Shares or cash at the electio nof Kite Realty Group Trust. F2 · derivative.expiration_date: Common shares of benefical interest, par value $.01 per share (the "Common Shares") are issued upon the redemption and tender of Limited Partnership units ("LP Units) of Kite Realty Group, L.P. on a one for one basis. LP Units have no expiration date, and they are currently redeemable for Common Shares or cash at the electio nof Kite Realty Group Trust. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 16:54 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | Tax withholdingCommon Shares | 1,645 | $23.90 | $39,315.50 |
DisclosureSEC source: 0001286043-17-000012 · wf-form4_148728207783819.xml · nonDerivative · entry 1 Sink Daniel R · CIK 0001295837 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,353 F1 · shares: The disposition represents the surrender of common shares to fund income taxes due upon the vesting of restricted shares. 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.