Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AH Realty Trust, Inc.AHH · Entity 5324 | Director | March 15, 2024 | March 19, 2024 |
| Marathon Petroleum CorpMPC · Entity 2903 | Director | April 03, 2017 | April 05, 2017 |
| VERIZON COMMUNICATIONS INCVZ · Entity 116 | Director | March 02, 2012 | March 06, 2012 |
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.
AH Realty Trust, Inc.
Report date March 15, 2024 · Filed March 19, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 211,600 |
Reported balance
After 2024-03-15 transaction · row 1
1 source rowRow 1 · 2024-03-15 · Grant · Acquired 1,304 · Balance 211,600 F1: These shares were issued to the director in lieu of his cash retainer. |
| 6.75% Series A Preferred StockSEC Table I · non-derivative | Direct | 4,000 |
Reported balance
Holding disclosure · report date 2024-03-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,000 |
| LTIP UnitsSEC Table II · derivative / convertible security | Direct | 4,645 |
Reported balance
Holding disclosure · report date 2024-03-15 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 4,645 F2: Represents LTIP Units ("LTIP Units") in Armada Hoffler, L.P. (the "Partnership"), the operating partnership of Armada Hoffler Properties, Inc. (the "Company"). Under the limited partnership agreement of the Partnership (the "OP Agreement") and subject to conditions set forth in the OP Agreement, upon vesting of LTIP Units, LTIP Units are convertible into Class A common units of limited partnership interest ("Common Units") in the Partnership at the holder's option. Under the LTIP Unit award agreement, except in connection with a Change of Control (as defined in the OP Agreement), the LTIP Units may not be converted to Common Units until two years following the date of grant. Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Neither LTIP Units nor Common Units have an expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were issued to the director in lieu of his cash retainer.
F2: Represents LTIP Units ("LTIP Units") in Armada Hoffler, L.P. (the "Partnership"), the operating partnership of Armada Hoffler Properties, Inc. (the "Company"). Under the limited partnership agreement of the Partnership (the "OP Agreement") and subject to conditions set forth in the OP Agreement, upon vesting of LTIP Units, LTIP Units are convertible into Class A common units of limited partnership interest ("Common Units") in the Partnership at the holder's option. Under the LTIP Unit award agreement, except in connection with a Change of Control (as defined in the OP Agreement), the LTIP Units may not be converted to Common Units until two years following the date of grant. Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Neither LTIP Units nor Common Units have an expiration date.
Marathon Petroleum Corp
Report date April 03, 2017 · Filed April 05, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 81,712.074 |
Reported balance
After 2017-04-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-04-03 · Grant · Acquired 193.092 · Balance 81,712.074 F1: Includes 555.581 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 555.581 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11.
VERIZON COMMUNICATIONS INC
Report date March 02, 2012 · Filed March 06, 2012
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | IndirectBy Deferred Compensation | 32,099 |
Reported balance
After 2012-03-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2012-03-02 · Grant · Acquired 3,879 · Balance 32,099 F1: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2: Includes phantom stock acquired through dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director.
F2: Includes phantom stock acquired through dividend reinvestment.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Dominion Energy Midstream Partners, LP
Report date January 28, 2019 · Filed January 30, 2019
Section 16 reporting ended · disclosed 2019-01-30. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Units (Limited Partner Interests)SEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-01-28 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-01-28 · Disposition to issuer · Disposed 77,837 · Balance 0 F1: On January 28, 2019, pursuant to the Agreement and Plan of Merger dated November 26, 2018 ("Merger Agreement"), by and among the Issuer, Dominion Energy Midstream GP, LLC, the general partner of the Issuer, Tredegar Street Merger Sub, LLC ("Merger Sub"), and Dominion Energy, Inc. ("Dominion Energy"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Dominion Energy. Pursuant to the Merger Agreement, at the effective time of the Merger, each common unit representing limited partner interests in the Issuer ("Common Units") issued and outstanding immediately prior to the effective time of the Merger, other than any Common Unit held directly or indirectly by Dominion Energy, was converted into the right to receive 0.2492 shares of Dominion Energy common stock. On January 25, 2019 (the last trading day prior to consummation of the Merger), the closing price of one share of Dominion Energy common stock was $69.16. F2: Following the Merger, the Reporting Person no longer owns, directly or indirectly, any Common Units. |
Filing footnotes · ownership attribution and instrument terms
F1: On January 28, 2019, pursuant to the Agreement and Plan of Merger dated November 26, 2018 ("Merger Agreement"), by and among the Issuer, Dominion Energy Midstream GP, LLC, the general partner of the Issuer, Tredegar Street Merger Sub, LLC ("Merger Sub"), and Dominion Energy, Inc. ("Dominion Energy"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Dominion Energy. Pursuant to the Merger Agreement, at the effective time of the Merger, each common unit representing limited partner interests in the Issuer ("Common Units") issued and outstanding immediately prior to the effective time of the Merger, other than any Common Unit held directly or indirectly by Dominion Energy, was converted into the right to receive 0.2492 shares of Dominion Energy common stock. On January 25, 2019 (the last trading day prior to consummation of the Merger), the closing price of one share of Dominion Energy common stock was $69.16.
F2: Following the Merger, the Reporting Person no longer owns, directly or indirectly, any Common Units.
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 |
|---|---|---|---|---|---|---|
| February 05, 2009 Filed Feb 9, 2009 22:03 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock · Derivative | 4,168 | $31.19 | $129,999.92 |
DisclosureSEC source: 0001233402-09-000044 · edgar.xml · derivative · entry 1 SNOW JOHN W · CIK 0001017080 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Disclosed balance after: 14,979 Underlying: Common Stock · 4,168 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| February 07, 2008 Filed Feb 11, 2008 21:25 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantCommon Stock | 3,518 | $36.95 | $129,990.10 |
DisclosureSEC source: 0001233402-08-000057 · edgar.xml · nonDerivative · entry 1 SNOW JOHN W · CIK 0001017080 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation/Restricted Units Disclosed balance after: 10,204 F1 · balance_after: In addition, as reported on Form 4 dated 02/06/2008, 3,000 shares are held directly. Read SEC document |
| February 06, 2008 Filed Feb 6, 2008 18:48 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | PurchaseCommon Stock | 1,000 | $36.92 | $36,920.00 |
DisclosureSEC source: 0001233402-08-000047 · edgar.xml · nonDerivative · entry 1 SNOW JOHN W · CIK 0001017080 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 F1 · balance_after: In addition, as of 12/31/2007, the following securities are also held indirectly: 6,612 in Deferred Compensation / Restricted Units. Read SEC document |
| February 05, 2007 Filed Feb 6, 2007 21:38 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | PurchaseCommon Stock | 2,000 | $38.09 | $76,180.00 |
DisclosureSEC source: 0001233402-07-000083 · edgar.xml · nonDerivative · entry 1 SNOW JOHN W · CIK 0001017080 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 F1 · balance_after: In addition, as reported on Form 3 dated 02/01/2007, the following securities are also held indirectly: 6,421 in Deferred Compensation / Restricted Units. Read SEC document |
| February 01, 2007 Filed Feb 5, 2007 19:50 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantCommon Stock | 3,000 | $38.00 | $114,000.00 |
DisclosureSEC source: 0001233402-07-000066 · edgar.xml · nonDerivative · entry 2 SNOW JOHN W · CIK 0001017080 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation / Restricted Units Disclosed balance after: 6,421 Read SEC document |
| February 01, 2007 Filed Feb 5, 2007 19:50 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantCommon Stock | 3,421 | $38.00 | $129,998.00 |
DisclosureSEC source: 0001233402-07-000066 · edgar.xml · nonDerivative · entry 1 SNOW JOHN W · CIK 0001017080 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation / Restricted Units Disclosed balance after: 3,421 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.