Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| InvenTrust Properties Corp.NONE · Entity 4341 | Director | November 09, 2017 | January 08, 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.
InvenTrust Properties Corp.
Report date November 09, 2017 · Filed January 08, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-11-09 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-11-09 · Tax withholding · Disposed 33,435 · Balance 0 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs were originally scheduled to vest on the date of the Issuer's next annual meeting of stockholders. Given that the Issuer's next annual meeting of stockholders will be in May 2018, the Issuer's Compensation Committee and Board of Directors have approved the acceleration of the vesting of these RSUs to November 9, 2017, which is the effective date of Mr. Borden's resignation, which was November 9, 2017. The RSUs will be settled 25% in shares of the Issuer's common stock and 75% in cash within 60 days of the new vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs were originally scheduled to vest on the date of the Issuer's next annual meeting of stockholders. Given that the Issuer's next annual meeting of stockholders will be in May 2018, the Issuer's Compensation Committee and Board of Directors have approved the acceleration of the vesting of these RSUs to November 9, 2017, which is the effective date of Mr. Borden's resignation, which was November 9, 2017. The RSUs will be settled 25% in shares of the Issuer's common stock and 75% in cash within 60 days of the new vesting 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 |
|---|---|---|---|---|---|---|
| November 09, 2017 Filed Jan 8, 2018 23:08 UTC | InvenTrust Properties Corp. NONE · Entity 4341 | Tax withholdingRestricted Stock Units · Derivative | 33,435 | $0.00 | $0.00 |
DisclosureSEC source: 0001307748-18-000012 · wf-form4_151545289229123.xml · derivative · entry 1 Borden J Michael · CIK 0001337603 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 33,435 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs were originally scheduled to vest on the date of the Issuer's next annual meeting of stockholders. Given that the Issuer's next annual meeting of stockholders will be in May 2018, the Issuer's Compensation Committee and Board of Directors have approved the acceleration of the vesting of these RSUs to November 9, 2017, which is the effective date of Mr. Borden's resignation, which was November 9, 2017. The RSUs will be settled 25% in shares of the Issuer's common stock and 75% in cash within 60 days of the new vesting date. F1 · derivative.exercise_date: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs were originally scheduled to vest on the date of the Issuer's next annual meeting of stockholders. Given that the Issuer's next annual meeting of stockholders will be in May 2018, the Issuer's Compensation Committee and Board of Directors have approved the acceleration of the vesting of these RSUs to November 9, 2017, which is the effective date of Mr. Borden's resignation, which was November 9, 2017. The RSUs will be settled 25% in shares of the Issuer's common stock and 75% in cash within 60 days of the new vesting date. F1 · derivative.expiration_date: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs were originally scheduled to vest on the date of the Issuer's next annual meeting of stockholders. Given that the Issuer's next annual meeting of stockholders will be in May 2018, the Issuer's Compensation Committee and Board of Directors have approved the acceleration of the vesting of these RSUs to November 9, 2017, which is the effective date of Mr. Borden's resignation, which was November 9, 2017. The RSUs will be settled 25% in shares of the Issuer's common stock and 75% in cash within 60 days of the new vesting date. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 21:54 UTC | InvenTrust Properties Corp. NONE · Entity 4341 | GrantRestricted Stock Units · Derivative | 33,435 | $0.00 | $0.00 |
DisclosureSEC source: 0001307748-17-000045 · wf-form4_149669962545364.xml · derivative · entry 5 Borden J Michael · CIK 0001337603 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,435 Underlying: Common Stock · 33,435 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs vest on the earlier of (i) the date of the next annual meeting of the Issuer's stockholders following the grant date or (ii) the first anniversary of the grant date, subject to the director's continued service on the vesting date. The RSUs are subject to accelerated vesting in the event of a termination of service due to death or disability or a change in control of the Issuer. The RSUs will be settled 75% in shares of the Issuer's common stock and 25% in cash within 60 days after the vesting date (or in the event of a change in control of the Issuer, immediately preceding and effective upon such change in control). F2 · derivative.exercise_date: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs vest on the earlier of (i) the date of the next annual meeting of the Issuer's stockholders following the grant date or (ii) the first anniversary of the grant date, subject to the director's continued service on the vesting date. The RSUs are subject to accelerated vesting in the event of a termination of service due to death or disability or a change in control of the Issuer. The RSUs will be settled 75% in shares of the Issuer's common stock and 25% in cash within 60 days after the vesting date (or in the event of a change in control of the Issuer, immediately preceding and effective upon such change in control). F2 · derivative.expiration_date: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs vest on the earlier of (i) the date of the next annual meeting of the Issuer's stockholders following the grant date or (ii) the first anniversary of the grant date, subject to the director's continued service on the vesting date. The RSUs are subject to accelerated vesting in the event of a termination of service due to death or disability or a change in control of the Issuer. The RSUs will be settled 75% in shares of the Issuer's common stock and 25% in cash within 60 days after the vesting date (or in the event of a change in control of the Issuer, immediately preceding and effective upon such change in control). Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 21:54 UTC | InvenTrust Properties Corp. NONE · Entity 4341 | Exercise / conversionRestricted Stock Units · Derivative | 48,964 | $0.00 | $0.00 |
DisclosureSEC source: 0001307748-17-000045 · wf-form4_149669962545364.xml · derivative · entry 4 Borden J Michael · CIK 0001337603 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 48,964 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs vested in full on June 1, 2017 and will be settled 75% in shares of the Issuer's common stock and 25% in cash within 60 days after the vesting date. F1 · derivative.exercise_date: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs vested in full on June 1, 2017 and will be settled 75% in shares of the Issuer's common stock and 25% in cash within 60 days after the vesting date. F1 · derivative.expiration_date: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs vested in full on June 1, 2017 and will be settled 75% in shares of the Issuer's common stock and 25% in cash within 60 days after the vesting date. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 21:54 UTC | InvenTrust Properties Corp. NONE · Entity 4341 | Exercise / conversionCommon Stock | 10,449 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001307748-17-000045 · wf-form4_149669962545364.xml · nonDerivative · entry 2 Borden J Michael · CIK 0001337603 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,621.554 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs vested in full on June 1, 2017 and will be settled 75% in shares of the Issuer's common stock and 25% in cash within 60 days after the vesting date. F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs vested in full on June 1, 2017 and will be settled 75% in shares of the Issuer's common stock and 25% in cash within 60 days after the vesting date. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 21:54 UTC | InvenTrust Properties Corp. NONE · Entity 4341 | Exercise / conversionCommon Stock | 26,274 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001307748-17-000045 · wf-form4_149669962545364.xml · nonDerivative · entry 1 Borden J Michael · CIK 0001337603 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,172.554 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs vested in full on June 1, 2017 and will be settled 75% in shares of the Issuer's common stock and 25% in cash within 60 days after the vesting date. F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs vested in full on June 1, 2017 and will be settled 75% in shares of the Issuer's common stock and 25% in cash within 60 days after the vesting date. Read SEC document |
| May 01, 2017 Filed May 3, 2017 22:04 UTC | InvenTrust Properties Corp. NONE · Entity 4341 | GrantRestricted Stock Units · Derivative | 13,932 | $0.00 | $0.00 |
DisclosureSEC source: 0001307748-17-000030 · wf-form4_149384908211713.xml · derivative · entry 1 Borden J Michael · CIK 0001337603 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,964 Underlying: Common Stock · 13,932 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs vest on the earlier of (i) the date of the next annual meeting of the Issuer's stockholders following the grant date or (ii) the first anniversary of the grant date, subject to the director's continued service on the vesting date. The RSUs are subject to accelerated vesting in the event of a termination of service due to death or disability or a change in control of the Issuer. The RSUs will be settled 75% in shares of the Issuer's common stock and 25% in cash within 60 days after the vesting date (or in the event of a change in control of the Issuer, immediately preceding and effective upon such change in control). F1 · derivative.exercise_date: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs vest on the earlier of (i) the date of the next annual meeting of the Issuer's stockholders following the grant date or (ii) the first anniversary of the grant date, subject to the director's continued service on the vesting date. The RSUs are subject to accelerated vesting in the event of a termination of service due to death or disability or a change in control of the Issuer. The RSUs will be settled 75% in shares of the Issuer's common stock and 25% in cash within 60 days after the vesting date (or in the event of a change in control of the Issuer, immediately preceding and effective upon such change in control). F1 · derivative.expiration_date: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs vest on the earlier of (i) the date of the next annual meeting of the Issuer's stockholders following the grant date or (ii) the first anniversary of the grant date, subject to the director's continued service on the vesting date. The RSUs are subject to accelerated vesting in the event of a termination of service due to death or disability or a change in control of the Issuer. The RSUs will be settled 75% in shares of the Issuer's common stock and 25% in cash within 60 days after the vesting date (or in the event of a change in control of the Issuer, immediately preceding and effective upon such change in control). Read SEC document |
| September 06, 2016 Filed Sep 7, 2016 16:00 UTC | InvenTrust Properties Corp. NONE · Entity 4341 | OtherCommon Stock | 64,613.274 | $0.00 | $0.00 |
DisclosureSEC source: 0001307748-16-000098 · wf-form4_147326401195104.xml · nonDerivative · entry 1 Borden J Michael · CIK 0001337603 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 F1 · kind: Represents shares originally held by St. Anthony Padua Charitable Trust (the "Trust"), for which the reporting person is the trustee, that have been transferred to the beneficiary of the Trust, Anthonian Association of the Friends of St. Anthony of Padua, Inc. F1 · price: Represents shares originally held by St. Anthony Padua Charitable Trust (the "Trust"), for which the reporting person is the trustee, that have been transferred to the beneficiary of the Trust, Anthonian Association of the Friends of St. Anthony of Padua, Inc. F1 · ownership.nature: Represents shares originally held by St. Anthony Padua Charitable Trust (the "Trust"), for which the reporting person is the trustee, that have been transferred to the beneficiary of the Trust, Anthonian Association of the Friends of St. Anthony of Padua, Inc. 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.