Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| REALTY INCOME CORPO · Entity 3009 | SVP, Acquisitions | November 10, 2017 | November 15, 2017 |
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.
REALTY INCOME CORP
Report date November 10, 2017 · Filed November 15, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,167 |
Ending reported balance
After 2017-11-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-11-10 · Tax withholding · Disposed 226 · Balance 14,913 F1: This amount represents shares automatically withheld upon the vesting of 460 restricted shares of common stock on November 10, 2017, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Row 2 · 2017-11-10 · Sale · Disposed 1,746 · Balance 13,167 |
Filing footnotes · ownership attribution and instrument terms
F1: This amount represents shares automatically withheld upon the vesting of 460 restricted shares of common stock on November 10, 2017, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding.
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 10, 2017 Filed Nov 15, 2017 01:26 UTC | REALTY INCOME CORP O · Entity 3009 | SaleCommon Stock | 1,746 | $56.45 | $98,561.70 |
DisclosureSEC source: 0000726728-17-000090 · edgardoc.xml · nonDerivative · entry 2 Tomlinson Joel · CIK 0001660213 · SVP, Acquisitions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,167 Read SEC document |
| November 10, 2017 Filed Nov 15, 2017 01:26 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 226 | $56.27 | $12,717.02 |
DisclosureSEC source: 0000726728-17-000090 · edgardoc.xml · nonDerivative · entry 1 Tomlinson Joel · CIK 0001660213 · SVP, Acquisitions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,913 F1 · shares: This amount represents shares automatically withheld upon the vesting of 460 restricted shares of common stock on November 10, 2017, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 21:37 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 3,784 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-17-000025 · edgardoc.xml · nonDerivative · entry 1 Tomlinson Joel · CIK 0001660213 · SVP, Acquisitions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,139 F1 · price: Shares granted through an incentive plan; no consideration was paid. Shares vest over 5 years. Read SEC document |
| January 01, 2017 Filed Jan 5, 2017 01:16 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 2,049 | $57.48 | $117,776.52 |
DisclosureSEC source: 0000726728-17-000010 · edgardoc.xml · nonDerivative · entry 1 Tomlinson Joel · CIK 0001660213 · SVP, Acquisitions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,355 F1 · shares: This amount represents shares automatically withheld upon the vesting of 3,795 restricted shares of common stock on January 1, 2017, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| November 10, 2016 Filed Nov 16, 2016 01:09 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 1,842 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-16-000067 · edgardoc.xml · nonDerivative · entry 1 Tomlinson Joel · CIK 0001660213 · SVP, Acquisitions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,404 F1 · price: Shares granted through an incentive plan; no consideration was paid. Shares vest evenly over 4 years. 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.