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Lieberman Jonathan

Disclosed activity across 1 company

Tapewire entity
174587
SEC CIK
0001524568

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
TPG Mortgage Investment Trust, Inc.MITT · Entity 6278Director · PresidentJuly 01, 2017July 05, 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.

TPG Mortgage Investment Trust, Inc.

Report date July 01, 2017 · Filed July 05, 2017

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect111,652 Reported balance After 2017-07-01 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2017-07-01 · Exercise / conversion · Acquired 8,713 · Balance 111,652

F1: On July 1, 2017, 8,713 restricted stock units vested in 8,713 shares of common stock of AG Mortgage Investment Trust, Inc. (the "Company").

F2: Each restricted stock unit represents the right to receive one restricted share of common stock of the Company upon vesting of the unit. This transaction represents the settlement of vested restricted stock units in shares of common stock on their scheduled vesting date.

F3: 15,000 shares of common stock are owned jointly with the reporting person's spouse.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2017-07-01 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2017-07-01 · Exercise / conversion · Disposed 8,713 · Balance 0

F2: Each restricted stock unit represents the right to receive one restricted share of common stock of the Company upon vesting of the unit. This transaction represents the settlement of vested restricted stock units in shares of common stock on their scheduled vesting date.

F4: The restricted stock units vested in annual installments on each of July 1, 2015, July 1, 2016, and July 1, 2017, as set forth in the applicable award agreement.

Filing footnotes · ownership attribution and instrument terms

F1: On July 1, 2017, 8,713 restricted stock units vested in 8,713 shares of common stock of AG Mortgage Investment Trust, Inc. (the "Company").

F2: Each restricted stock unit represents the right to receive one restricted share of common stock of the Company upon vesting of the unit. This transaction represents the settlement of vested restricted stock units in shares of common stock on their scheduled vesting date.

F3: 15,000 shares of common stock are owned jointly with the reporting person's spouse.

F4: The restricted stock units vested in annual installments on each of July 1, 2015, July 1, 2016, and July 1, 2017, as set forth in the applicable award agreement.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
July 01, 2017 Filed Jul 5, 2017 21:59 UTC TPG Mortgage Investment Trust, Inc. MITT · Entity 6278 Exercise / conversionRestricted Stock Units · Derivative 8,713 $0.00 $0.00
Disclosure

SEC source: 0001209191-17-043510 · doc4.xml · derivative · entry 2

Lieberman Jonathan · CIK 0001524568 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 8,713 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.

F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive one restricted share of common stock of the Company upon vesting of the unit. This transaction represents the settlement of vested restricted stock units in shares of common stock on their scheduled vesting date.

F2 · price: Each restricted stock unit represents the right to receive one restricted share of common stock of the Company upon vesting of the unit. This transaction represents the settlement of vested restricted stock units in shares of common stock on their scheduled vesting date.

F4 · derivative.exercise_date: The restricted stock units vested in annual installments on each of July 1, 2015, July 1, 2016, and July 1, 2017, as set forth in the applicable award agreement.

F4 · derivative.expiration_date: The restricted stock units vested in annual installments on each of July 1, 2015, July 1, 2016, and July 1, 2017, as set forth in the applicable award agreement.

Read SEC document
July 01, 2017 Filed Jul 5, 2017 21:59 UTC TPG Mortgage Investment Trust, Inc. MITT · Entity 6278 Exercise / conversionCommon Stock 8,713 $0.00 $0.00
Disclosure

SEC source: 0001209191-17-043510 · doc4.xml · nonDerivative · entry 1

Lieberman Jonathan · CIK 0001524568 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 111,652

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: On July 1, 2017, 8,713 restricted stock units vested in 8,713 shares of common stock of AG Mortgage Investment Trust, Inc. (the "Company").

F2 · price: Each restricted stock unit represents the right to receive one restricted share of common stock of the Company upon vesting of the unit. This transaction represents the settlement of vested restricted stock units in shares of common stock on their scheduled vesting date.

F3 · balance_after: 15,000 shares of common stock are owned jointly with the reporting person's spouse.

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.