Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRT Apartments Corp.BRT · Entity 6062 | SENIOR VICE PRESIDENT | January 04, 2017 | January 06, 2017 |
| ONE LIBERTY PROPERTIES INCOLP · Entity 5432 | Senior Counsel | August 02, 2017 | August 03, 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.
BRT Apartments Corp.
Report date January 04, 2017 · Filed January 06, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 33,027 |
Reported balance
After 2017-01-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-01-04 · Grant · Acquired 345 · Balance 33,027 F1: These shares were issued as restricted stock effective January 4, 2017 under the issuer's 2016 Amended and Restated Incentive Plan. The shares vest January 3, 2022. The award is exempt from Section 16(b) under Rule 16b-3(d)(1). F2: Includes shares held in reporting person's IRA. |
| Shares of Beneficial InterestSEC Table I · non-derivative | IndirectAs trustee of REIT Management Corp. Pension Plan and Profit Sharing Trust | 250,566 |
Reported balance
Holding disclosure · report date 2017-01-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 250,566 |
| Shares of Beneficial InterestSEC Table I · non-derivative | IndirectAs trustee of Gould Investors L.P. Pension Trust | 41,194 |
Reported balance
Holding disclosure · report date 2017-01-04 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 41,194 |
| Shares of Beneficial InterestSEC Table I · non-derivative | IndirectAs trustee of BRT Pension Plan | 20,874 |
Reported balance
Holding disclosure · report date 2017-01-04 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 20,874 |
| Shares of Beneficial InterestSEC Table I · non-derivative | IndirectBy spouse | 105,148 |
Reported balance
Holding disclosure · report date 2017-01-04 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 105,148 F3: Reporting person disclaims any beneficial interest in these shares. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were issued as restricted stock effective January 4, 2017 under the issuer's 2016 Amended and Restated Incentive Plan. The shares vest January 3, 2022. The award is exempt from Section 16(b) under Rule 16b-3(d)(1).
F2: Includes shares held in reporting person's IRA.
F3: Reporting person disclaims any beneficial interest in these shares.
ONE LIBERTY PROPERTIES INC
Report date August 02, 2017 · Filed August 03, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 79,589 |
Reported balance
After 2017-08-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-08-02 · Grant · Acquired 8,113 · Balance 79,589 F1: Represents shares underlying restricted stock units issued in 2010. The shares were issued upon satisfaction of the applicable performance conditions. F2: Includes shares held in reporting person's IRA. |
| Common StockSEC Table I · non-derivative | IndirectAs trustee | 173,250 |
Reported balance
Holding disclosure · report date 2017-08-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 173,250 F3: Reporting person is a trustee of BRT Pension Trust, Gould Investors L.P. Pension Trust, and REIT Management Corp. Pension Plan and Profit Sharing Trust, which combined own the number of shares shown. |
| Common StockSEC Table I · non-derivative | IndirectBy spouse | 32,946 |
Reported balance
Holding disclosure · report date 2017-08-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 32,946 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares underlying restricted stock units issued in 2010. The shares were issued upon satisfaction of the applicable performance conditions.
F2: Includes shares held in reporting person's IRA.
F3: Reporting person is a trustee of BRT Pension Trust, Gould Investors L.P. Pension Trust, and REIT Management Corp. Pension Plan and Profit Sharing Trust, which combined own the number of shares shown.
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 |
|---|---|---|---|---|---|---|
| August 02, 2017 Filed Aug 3, 2017 22:15 UTC | ONE LIBERTY PROPERTIES INC OLP · Entity 5432 | GrantCommon Stock | 8,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-004768 · marketforms-39313.xml · nonDerivative · entry 1 BRINBERG SIMEON · CIK 0001187907 · Senior Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,589 F1 · kind: Represents shares underlying restricted stock units issued in 2010. The shares were issued upon satisfaction of the applicable performance conditions. F2 · balance_after: Includes shares held in reporting person's IRA. Read SEC document |
| January 09, 2017 Filed Jan 11, 2017 14:35 UTC | ONE LIBERTY PROPERTIES INC OLP · Entity 5432 | GrantCommon Stock | 345 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-000247 · marketforms-37434.xml · nonDerivative · entry 1 BRINBERG SIMEON · CIK 0001187907 · Senior Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,476 F1 · shares: These shares were issued as restricted stock effective January 9, 2017 under the issuer's 2016 Incentive Plan. The shares vest January 8, 2022. The award is exempt from Section 16(b) under Rule 16b-3(d)(1). F2 · balance_after: Includes shares held in reporting person's IRA. Read SEC document |
| January 04, 2017 Filed Jan 6, 2017 12:20 UTC | BRT Apartments Corp. BRT · Entity 6062 | GrantShares of Beneficial Interest | 345 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-000173 · marketforms-37433.xml · nonDerivative · entry 1 BRINBERG SIMEON · CIK 0001187907 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,027 F1 · shares: These shares were issued as restricted stock effective January 4, 2017 under the issuer's 2016 Amended and Restated Incentive Plan. The shares vest January 3, 2022. The award is exempt from Section 16(b) under Rule 16b-3(d)(1). F2 · balance_after: Includes shares held in reporting person's IRA. 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.