Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Brixmor Property Group Inc.BRX · Entity 3583 | Interim CAO | January 01, 2017 | March 02, 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.
Brixmor Property Group Inc.
Report date January 01, 2017 · Filed March 02, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,079 |
Ending reported balance
After 2017-02-28 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2017-01-01 · Exercise / conversion · Acquired 369 · Balance 1,710 F1: Upon vesting, Restricted Stock Units convert into common stock on a one-for-one basis. Row 2 · 2017-01-01 · Tax withholding · Disposed 134 · Balance 1,576 Row 3 · 2017-01-01 · Exercise / conversion · Acquired 558 · Balance 2,134 F1: Upon vesting, Restricted Stock Units convert into common stock on a one-for-one basis. Row 4 · 2017-01-01 · Tax withholding · Disposed 204 · Balance 1,930 Row 5 · 2017-02-28 · Grant · Acquired 4,751 · Balance 6,681 F1: Upon vesting, Restricted Stock Units convert into common stock on a one-for-one basis. Row 6 · 2017-02-28 · Tax withholding · Disposed 1,602 · Balance 5,079 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,751 |
Reported balance
After 2017-02-28 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2017-02-28 · Grant · Acquired 4,751 · Balance 4,751 F1: Upon vesting, Restricted Stock Units convert into common stock on a one-for-one basis. F2: The date of the transaction represents the date on which the performance criteria of a previously granted performance share award were determined to have been satisfied. F3: Represents the portion of the number of shares determined to have been earned based upon the performance criteria which are subject to additional time-based vesting criteria. Of the number of Restricted Stock Units reported, 2,375 will vest on January 1, 2018 and 2,376 will vest on January 1, 2019, in each case subject to the continued employment of the reporting person through that date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 372 |
Reported balance
After 2017-01-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2017-01-01 · Exercise / conversion · Disposed 369 · Balance 372 F1: Upon vesting, Restricted Stock Units convert into common stock on a one-for-one basis. F4: Represents the number of shares earned based upon performance criteria and subject to additional service vesting that vested on January 1, 2017. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-01-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2017-01-01 · Exercise / conversion · Disposed 558 · Balance 0 F1: Upon vesting, Restricted Stock Units convert into common stock on a one-for-one basis. F4: Represents the number of shares earned based upon performance criteria and subject to additional service vesting that vested on January 1, 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: Upon vesting, Restricted Stock Units convert into common stock on a one-for-one basis.
F2: The date of the transaction represents the date on which the performance criteria of a previously granted performance share award were determined to have been satisfied.
F3: Represents the portion of the number of shares determined to have been earned based upon the performance criteria which are subject to additional time-based vesting criteria. Of the number of Restricted Stock Units reported, 2,375 will vest on January 1, 2018 and 2,376 will vest on January 1, 2019, in each case subject to the continued employment of the reporting person through that date.
F4: Represents the number of shares earned based upon performance criteria and subject to additional service vesting that vested on January 1, 2017.
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 28, 2017 Filed Mar 2, 2017 18:41 UTC | Brixmor Property Group Inc. BRX · Entity 3583 | GrantRestricted Stock Units · Derivative | 4,751 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-17-000547 · edgar.xml · derivative · entry 7 Cathers Michael E. · CIK 0001666666 · Interim CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,751 Underlying: Common Stock · 4,751 shares Expires not disclosed F1 · derivative.exercise_price: Upon vesting, Restricted Stock Units convert into common stock on a one-for-one basis. F2 · date: The date of the transaction represents the date on which the performance criteria of a previously granted performance share award were determined to have been satisfied. F3 · shares: Represents the portion of the number of shares determined to have been earned based upon the performance criteria which are subject to additional time-based vesting criteria. Of the number of Restricted Stock Units reported, 2,375 will vest on January 1, 2018 and 2,376 will vest on January 1, 2019, in each case subject to the continued employment of the reporting person through that date. F3 · derivative.exercise_date: Represents the portion of the number of shares determined to have been earned based upon the performance criteria which are subject to additional time-based vesting criteria. Of the number of Restricted Stock Units reported, 2,375 will vest on January 1, 2018 and 2,376 will vest on January 1, 2019, in each case subject to the continued employment of the reporting person through that date. F3 · derivative.expiration_date: Represents the portion of the number of shares determined to have been earned based upon the performance criteria which are subject to additional time-based vesting criteria. Of the number of Restricted Stock Units reported, 2,375 will vest on January 1, 2018 and 2,376 will vest on January 1, 2019, in each case subject to the continued employment of the reporting person through that date. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 18:41 UTC | Brixmor Property Group Inc. BRX · Entity 3583 | Tax withholdingCommon Stock | 1,602 | $23.34 | $37,390.68 |
DisclosureSEC source: 0001123292-17-000547 · edgar.xml · nonDerivative · entry 6 Cathers Michael E. · CIK 0001666666 · Interim CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,079 Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 18:41 UTC | Brixmor Property Group Inc. BRX · Entity 3583 | GrantCommon Stock | 4,751 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001123292-17-000547 · edgar.xml · nonDerivative · entry 5 Cathers Michael E. · CIK 0001666666 · Interim CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,681 F1 · price: Upon vesting, Restricted Stock Units convert into common stock on a one-for-one basis. Read SEC document |
| January 01, 2017 Filed Mar 2, 2017 18:41 UTC | Brixmor Property Group Inc. BRX · Entity 3583 | Exercise / conversionRestricted Stock Units · Derivative | 558 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-17-000547 · edgar.xml · derivative · entry 9 Cathers Michael E. · CIK 0001666666 · Interim CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 558 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: Upon vesting, Restricted Stock Units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: Represents the number of shares earned based upon performance criteria and subject to additional service vesting that vested on January 1, 2017. F4 · derivative.expiration_date: Represents the number of shares earned based upon performance criteria and subject to additional service vesting that vested on January 1, 2017. Read SEC document |
| January 01, 2017 Filed Mar 2, 2017 18:41 UTC | Brixmor Property Group Inc. BRX · Entity 3583 | Exercise / conversionRestricted Stock Units · Derivative | 369 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-17-000547 · edgar.xml · derivative · entry 8 Cathers Michael E. · CIK 0001666666 · Interim CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 372 Underlying: Common Stock · 369 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: Upon vesting, Restricted Stock Units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: Represents the number of shares earned based upon performance criteria and subject to additional service vesting that vested on January 1, 2017. F4 · derivative.expiration_date: Represents the number of shares earned based upon performance criteria and subject to additional service vesting that vested on January 1, 2017. Read SEC document |
| January 01, 2017 Filed Mar 2, 2017 18:41 UTC | Brixmor Property Group Inc. BRX · Entity 3583 | Tax withholdingCommon Stock | 204 | $24.42 | $4,981.68 |
DisclosureSEC source: 0001123292-17-000547 · edgar.xml · nonDerivative · entry 4 Cathers Michael E. · CIK 0001666666 · Interim CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,930 Read SEC document |
| January 01, 2017 Filed Mar 2, 2017 18:41 UTC | Brixmor Property Group Inc. BRX · Entity 3583 | Exercise / conversionCommon Stock | 558 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001123292-17-000547 · edgar.xml · nonDerivative · entry 3 Cathers Michael E. · CIK 0001666666 · Interim CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,134 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 · price: Upon vesting, Restricted Stock Units convert into common stock on a one-for-one basis. Read SEC document |
| January 01, 2017 Filed Mar 2, 2017 18:41 UTC | Brixmor Property Group Inc. BRX · Entity 3583 | Tax withholdingCommon Stock | 134 | $24.42 | $3,272.28 |
DisclosureSEC source: 0001123292-17-000547 · edgar.xml · nonDerivative · entry 2 Cathers Michael E. · CIK 0001666666 · Interim CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,576 Read SEC document |
| January 01, 2017 Filed Mar 2, 2017 18:41 UTC | Brixmor Property Group Inc. BRX · Entity 3583 | Exercise / conversionCommon Stock | 369 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001123292-17-000547 · edgar.xml · nonDerivative · entry 1 Cathers Michael E. · CIK 0001666666 · Interim CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,710 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 · price: Upon vesting, Restricted Stock Units convert into common stock on a one-for-one basis. 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.