Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bluerock High Income Institutional Credit FundIIMWX · Entity 32982 | Trustee | October 01, 2026 | October 02, 2026 |
| Bluerock Homes Trust, Inc.BHM · Entity 6786 | Director | January 01, 2026 | January 05, 2026 |
| Bluerock Private Real Estate FundBPRE · Entity 9002 | Trustee | October 01, 2026 | October 02, 2026 |
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.
Bluerock High Income Institutional Credit Fund
Report date October 01, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 1,092.199 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Other · Acquired 55.979 · Balance 1,092.199 F1: Consists of shares granted in conjunction with the trustees' compensation plan. Under the compensation plan, each independent trustee is entitled to receive $5,000 of Class I Shares per quarter, or $20,000 of Class I shares annually. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of shares granted in conjunction with the trustees' compensation plan. Under the compensation plan, each independent trustee is entitled to receive $5,000 of Class I Shares per quarter, or $20,000 of Class I shares annually.
Bluerock Homes Trust, Inc.
Report date January 01, 2026 · Filed January 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| LTIP UnitsSEC Table II · derivative / convertible security | Direct | 27,820 |
Reported balance
After 2026-01-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-01-01 · Grant · Acquired 7,824 · Balance 27,820 F1: Represents long-term incentive plan units ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner. The LTIP Units are fully vested and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash, or at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents long-term incentive plan units ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner. The LTIP Units are fully vested and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash, or at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis.
Bluerock Private Real Estate Fund
Report date October 01, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 4,785.09 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Other · Acquired 221.533 · Balance 4,785.09 F1: Consists of shares acquired in conjunction with the trustees' compensation plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of shares acquired in conjunction with the trustees' compensation plan.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Bluerock Residential Growth REIT, Inc.
Report date October 05, 2022 · Filed October 07, 2022
Section 16 reporting ended · disclosed 2022-10-07. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Stock, Par Value $0.01 per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-10-06 transaction · row 1
1 source rowRow 1 · 2022-10-06 · Other · Disposed 25,694 · Balance 0 F1: Reflects securities disposed of pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of December 20, 2021, by and among Bluerock Residential Growth REIT, Inc. (the "Company"), Badger Parent LLC ("Parent") and Badger Merger Sub LLC ("Merger Sub"), a copy of which is filed as Exhibit 2.1 to the Company's Current Report on Form 8-K filed with the Securities and Exchange Commission (the "SEC") on December 21, 2021. Pursuant to the Merger Agreement, on October 6, 2022 (the "Effective Time"), the Company merged with and into Merger Sub, with Merger Sub surviving, and the separate existence of the Company ceased. At the Effective Time, each issued and outstanding share of common stock of the Company was automatically converted into the right to receive $24.25 in cash (the "Merger Consideration"), without interest. |
| LTIP UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-10-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-10-05 · Other · Disposed 33,652 · Balance 0 F2: Represents vested long-term incentive plan units ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Company was the general partner until its withdrawal as general partner and the admission of Bluerock Homes Trust, Inc. ("BHM") as substitute general partner on October 5, 2022. Effective October 5, 2022, redemptions of common units ("Common Units") of the Operating Partnership (into which LTIP Units are convertible) were no longer able to be settled by the Operating Partnership in shares of the Company's Class A common stock and became able to be settled in shares of BHM Class A common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects securities disposed of pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of December 20, 2021, by and among Bluerock Residential Growth REIT, Inc. (the "Company"), Badger Parent LLC ("Parent") and Badger Merger Sub LLC ("Merger Sub"), a copy of which is filed as Exhibit 2.1 to the Company's Current Report on Form 8-K filed with the Securities and Exchange Commission (the "SEC") on December 21, 2021. Pursuant to the Merger Agreement, on October 6, 2022 (the "Effective Time"), the Company merged with and into Merger Sub, with Merger Sub surviving, and the separate existence of the Company ceased. At the Effective Time, each issued and outstanding share of common stock of the Company was automatically converted into the right to receive $24.25 in cash (the "Merger Consideration"), without interest.
F2: Represents vested long-term incentive plan units ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Company was the general partner until its withdrawal as general partner and the admission of Bluerock Homes Trust, Inc. ("BHM") as substitute general partner on October 5, 2022. Effective October 5, 2022, redemptions of common units ("Common Units") of the Operating Partnership (into which LTIP Units are convertible) were no longer able to be settled by the Operating Partnership in shares of the Company's Class A common stock and became able to be settled in shares of BHM Class A common stock.
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 |
|---|---|---|---|---|---|---|
| May 12, 2022 Filed Jun 6, 2022 17:16 UTC | Bluerock Residential Growth REIT, Inc. BRG · Entity 116907 | SaleBluerock Residential Growth REIT, Inc. Class A Common Stock | 213 | $26.26 | $5,593.38 |
DisclosureSEC source: 0001104659-22-068595 · tm2217617-1_4seq1.xml · nonDerivative · entry 2 Tio Romano · CIK 0001575501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,820.922 F1 · shares: The sales reported in this Form 4 were made by a broker, without instruction by the reporting person, to satisfy a margin call by the broker. Read SEC document |
| May 12, 2022 Filed Jun 6, 2022 17:16 UTC | Bluerock Residential Growth REIT, Inc. BRG · Entity 116907 | SaleBluerock Residential Growth REIT, Inc. Class A Common Stock | 1,210 | $26.25 | $31,762.50 |
DisclosureSEC source: 0001104659-22-068595 · tm2217617-1_4seq1.xml · nonDerivative · entry 1 Tio Romano · CIK 0001575501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,033.922 F1 · shares: The sales reported in this Form 4 were made by a broker, without instruction by the reporting person, to satisfy a margin call by the broker. Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 16:38 UTC | Bluerock Private Real Estate Fund TIPWX · Entity 9002 | OtherShares of Beneficial Interest, Class I Shares | 85.2195 | $36.67 | $3,125.00 |
DisclosureSEC source: 0001398344-22-006885 · fp0074681_4.xml · nonDerivative · entry 1 Tio Romano · CIK 0001575501 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed F1 · kind: Consists of shares granted in conjunction with the trustees' compensation plan. Under the compensation plan, each independent trustee is entitled to receive $3,125 of Class I Shares per quarter, or $12,500 of Class I shares annually. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 21:12 UTC | Bluerock Residential Growth REIT, Inc. BRG · Entity 116907 | GrantLTIP Units · Derivative | 3,546 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-001121 · tm221596-2_4seq1.xml · derivative · entry 1 Tio Romano · CIK 0001575501 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 33,652 Underlying: Class A Common Stock · 3,546 shares Expires not disclosed F1 · derivative.exercise_price: Represents long-term incentive plan units ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner. These LTIP Units will be fully vested upon issuance, and may convert to units of limited partnership interest in the Operating Partnership ("OP Units") upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · price: Represents long-term incentive plan units ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner. These LTIP Units will be fully vested upon issuance, and may convert to units of limited partnership interest in the Operating Partnership ("OP Units") upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · derivative.exercise_date: Represents long-term incentive plan units ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner. These LTIP Units will be fully vested upon issuance, and may convert to units of limited partnership interest in the Operating Partnership ("OP Units") upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · derivative.expiration_date: Represents long-term incentive plan units ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner. These LTIP Units will be fully vested upon issuance, and may convert to units of limited partnership interest in the Operating Partnership ("OP Units") upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · ownership.nature: Represents long-term incentive plan units ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner. These LTIP Units will be fully vested upon issuance, and may convert to units of limited partnership interest in the Operating Partnership ("OP Units") upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 21:22 UTC | Bluerock Private Real Estate Fund TIPWX · Entity 9002 | OtherShares of Beneficial Interest, Class I Shares | 90.6849 | $34.46 | $3,125.00 |
DisclosureSEC source: 0001398344-22-000106 · fp0071664_4.xml · nonDerivative · entry 1 Tio Romano · CIK 0001575501 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed F1 · kind: Consists of shares granted in conjunction with the trustees' compensation plan. Under the compensation plan, each independent trustee is entitled to receive $3,125 of Class I Shares per quarter, or $12,500 of Class I shares annually. Read SEC document |
| September 30, 2021 Filed Oct 1, 2021 16:12 UTC | Bluerock Private Real Estate Fund TIPWX · Entity 9002 | OtherShares of Beneficial Interest, Class I Shares | 96.6296 | $32.34 | $3,125.00 |
DisclosureSEC source: 0001398344-21-019525 · fp0069128_4.xml · nonDerivative · entry 1 Tio Romano · CIK 0001575501 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed F1 · kind: Consists of shares granted in conjunction with the trustees' compensation plan. Under the compensation plan, each independent trustee is entitled to receive $3,125 of Class I Shares per quarter, or $12,500 of Class I shares annually. Read SEC document |
| June 30, 2021 Filed Jul 2, 2021 12:15 UTC | Bluerock Private Real Estate Fund TIPWX · Entity 9002 | OtherShares of Beneficial Interest, Class I Shares | 100.8715 | $30.98 | $3,125.00 |
DisclosureSEC source: 0001398344-21-013758 · fp0066682_4.xml · nonDerivative · entry 1 Tio Romano · CIK 0001575501 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed F1 · security: Consists of shares granted in conjunction with the trustees' compensation plan. Under the compensation plan, each independent trustee is entitled to receive $3,125 of Class I Shares per quarter, or $12,500 of Class I shares annually. F1 · kind: Consists of shares granted in conjunction with the trustees' compensation plan. Under the compensation plan, each independent trustee is entitled to receive $3,125 of Class I Shares per quarter, or $12,500 of Class I shares annually. Read SEC document |
| March 31, 2021 Filed Apr 5, 2021 18:45 UTC | Bluerock Private Real Estate Fund TIPWX · Entity 9002 | OtherShares of Beneficial Interest, Class I Shares | 103.1694 | $30.29 | $3,125.00 |
DisclosureSEC source: 0001398344-21-007684 · fp0063979_4.xml · nonDerivative · entry 1 Tio Romano · CIK 0001575501 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed F1 · kind: Consists of shares granted in conjunction with the trustees' compensation plan. Under the compensation plan, each independent trustee is entitled to receive $3,125 of Class I Shares per quarter, or $12,500 of Class I shares annually. Read SEC document |
| February 18, 2021 Filed Feb 19, 2021 17:16 UTC | Bluerock Residential Growth REIT, Inc. BRG · Entity 116907 | SaleBluerock Residential Growth REIT, Inc. Series A Pref Stock | 291 | $25.30 | $7,362.30 |
DisclosureSEC source: 0001104659-21-025837 · tm217288d2_4.xml · nonDerivative · entry 2 Tio Romano · CIK 0001575501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 18, 2021 Filed Feb 19, 2021 17:16 UTC | Bluerock Residential Growth REIT, Inc. BRG · Entity 116907 | SaleBluerock Residential Growth REIT, Inc. Series A Pref Stock | 500 | $25.31 | $12,653.50 |
DisclosureSEC source: 0001104659-21-025837 · tm217288d2_4.xml · nonDerivative · entry 1 Tio Romano · CIK 0001575501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 291 Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 17:15 UTC | Bluerock Residential Growth REIT, Inc. BRG · Entity 116907 | GrantLTIP Units · Derivative | 7,381 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-001037 · tm211667d4_4.xml · derivative · entry 1 Tio Romano · CIK 0001575501 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 30,106 Underlying: Class A Common Stock · 7,381 shares Expires not disclosed F1 · derivative.exercise_price: Represents long-term incentive plan units ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner. These LTIP Units will be fully vested upon issuance, and may convert to units of limited partnership interest in the Operating Partnership ("OP Units") upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · price: Represents long-term incentive plan units ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner. These LTIP Units will be fully vested upon issuance, and may convert to units of limited partnership interest in the Operating Partnership ("OP Units") upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · derivative.exercise_date: Represents long-term incentive plan units ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner. These LTIP Units will be fully vested upon issuance, and may convert to units of limited partnership interest in the Operating Partnership ("OP Units") upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · derivative.expiration_date: Represents long-term incentive plan units ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner. These LTIP Units will be fully vested upon issuance, and may convert to units of limited partnership interest in the Operating Partnership ("OP Units") upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · ownership.nature: Represents long-term incentive plan units ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner. These LTIP Units will be fully vested upon issuance, and may convert to units of limited partnership interest in the Operating Partnership ("OP Units") upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 17:55 UTC | Bluerock Private Real Estate Fund TIPWX · Entity 9002 | OtherShares of Beneficial Interest, Class I Shares | 104.8658 | $29.80 | $3,125.00 |
DisclosureSEC source: 0001398344-21-000118 · fp0060717_4.xml · nonDerivative · entry 1 Tio Romano · CIK 0001575501 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed F1 · kind: Consists of shares granted in conjunction with the trustees' compensation plan. Under the compensation plan, each independent trustee is entitled to receive $3,125 of Class I Shares per quarter, or $12,500 of Class I shares annually. Read SEC document |
| December 21, 2020 Filed Dec 21, 2020 17:01 UTC | Bluerock Residential Growth REIT, Inc. BRG · Entity 116907 | OtherBluerock Residential Growth REIT, Inc. Series A Pref Stock | 706 | $25.46 | $17,977.65 |
DisclosureSEC source: 0001104659-20-138106 · tm2039048d3_4.xml · nonDerivative · entry 1 Tio Romano · CIK 0001575501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 791 Read SEC document |
| October 21, 2020 Filed Oct 23, 2020 17:01 UTC | Bluerock Residential Growth REIT, Inc. BRG · Entity 116907 | OtherBluerock Residential Growth REIT, Inc. Series A Pref Stock | 503 | $25.12 | $12,635.51 |
DisclosureSEC source: 0001104659-20-117755 · tm2034180d1_4.xml · nonDerivative · entry 1 Tio Romano · CIK 0001575501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,497 Read SEC document |
| September 30, 2020 Filed Oct 8, 2020 20:26 UTC | Bluerock Private Real Estate Fund TIPWX · Entity 9002 | OtherShares of Beneficial Interest, Class I Shares | 106.148 | $29.44 | $3,125.00 |
DisclosureSEC source: 0001398344-20-019867 · fp0058450_4.xml · nonDerivative · entry 1 Tio Romano · CIK 0001575501 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed F1 · kind: Consists of shares granted in conjunction with the trustees' compensation plan. Under the compensation plan, each independent trustee is entitled to receive $3,125 of Class I Shares per quarter, or $12,500 of Class I shares annually. Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 18:21 UTC | Bluerock Private Real Estate Fund TIPWX · Entity 9002 | OtherShares of Beneficial Interest, Class I Shares | 103.993 | $30.05 | $3,124.99 |
DisclosureSEC source: 0001398344-20-013232 · fp0055178_4.xml · nonDerivative · entry 1 Tio Romano · CIK 0001575501 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed F1 · kind: Consists of shares granted in conjunction with the trustees' compensation plan. Under the compensation plan, each independent trustee is entitled to receive $3,125 of Class I Shares per quarter, or $12,500 of Class I shares annually. Read SEC document |
| May 13, 2020 Filed May 15, 2020 16:31 UTC | Bluerock Residential Growth REIT, Inc. BRG · Entity 116907 | PurchaseBluerock Residential Growth REIT, Inc. Series A Pref Stock | 49 | $21.37 | $1,047.13 |
DisclosureSEC source: 0001104659-20-062665 · tm2019901d1_4.xml · nonDerivative · entry 6 Tio Romano · CIK 0001575501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Read SEC document |
| May 13, 2020 Filed May 15, 2020 16:31 UTC | Bluerock Residential Growth REIT, Inc. BRG · Entity 116907 | PurchaseBluerock Residential Growth REIT, Inc. Series A Pref Stock | 751 | $21.38 | $16,056.38 |
DisclosureSEC source: 0001104659-20-062665 · tm2019901d1_4.xml · nonDerivative · entry 5 Tio Romano · CIK 0001575501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,951 Read SEC document |
| May 13, 2020 Filed May 15, 2020 16:31 UTC | Bluerock Residential Growth REIT, Inc. BRG · Entity 116907 | PurchaseBluerock Residential Growth REIT, Inc. Series A Pref Stock | 300 | $21.39 | $6,416.97 |
DisclosureSEC source: 0001104659-20-062665 · tm2019901d1_4.xml · nonDerivative · entry 4 Tio Romano · CIK 0001575501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 Read SEC document |
| May 13, 2020 Filed May 15, 2020 16:31 UTC | Bluerock Residential Growth REIT, Inc. BRG · Entity 116907 | PurchaseBluerock Residential Growth REIT, Inc. Series A Pref Stock | 400 | $21.36 | $8,544.00 |
DisclosureSEC source: 0001104659-20-062665 · tm2019901d1_4.xml · nonDerivative · entry 3 Tio Romano · CIK 0001575501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 900 Read SEC document |
| May 13, 2020 Filed May 15, 2020 16:31 UTC | Bluerock Residential Growth REIT, Inc. BRG · Entity 116907 | PurchaseBluerock Residential Growth REIT, Inc. Series A Pref Stock | 500 | $21.38 | $10,690.55 |
DisclosureSEC source: 0001104659-20-062665 · tm2019901d1_4.xml · nonDerivative · entry 2 Tio Romano · CIK 0001575501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 Read SEC document |
| May 13, 2020 Filed May 15, 2020 16:31 UTC | Bluerock Residential Growth REIT, Inc. BRG · Entity 116907 | PurchaseBluerock Residential Growth REIT, Inc. Class A Common Stock | 1,000 | $5.87 | $5,870.00 |
DisclosureSEC source: 0001104659-20-062665 · tm2019901d1_4.xml · nonDerivative · entry 1 Tio Romano · CIK 0001575501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,243.922 Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 13:29 UTC | Bluerock Private Real Estate Fund TIPWX · Entity 9002 | OtherShares of Beneficial Interest, Class I Shares | 101.165 | $30.89 | $3,124.99 |
DisclosureSEC source: 0001398344-20-007378 · fp0052453_4.xml · nonDerivative · entry 1 Tio Romano · CIK 0001575501 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed F1 · kind: Consists of shares granted in conjunction with the trustees' compensation plan. Under the compensation plan, each independent trustee is entitled to receive $3,125 of Class I Shares per quarter, or $12,500 of Class I shares annually. Read SEC document |
| March 24, 2020 Filed Mar 25, 2020 16:01 UTC | Bluerock Residential Growth REIT, Inc. BRG · Entity 116907 | PurchaseBluerock Residential Growth REIT, Inc. Class A Common Stock | 1,000 | $5.70 | $5,700.00 |
DisclosureSEC source: 0001104659-20-038268 · tm2013801d1_4.xml · nonDerivative · entry 1 Tio Romano · CIK 0001575501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,243.922 Read SEC document |
| March 20, 2020 Filed Mar 23, 2020 13:21 UTC | Bluerock Residential Growth REIT, Inc. BRG · Entity 116907 | PurchaseBluerock Residential Growth REIT, Inc. Class A Common Stock | 1,000 | $6.00 | $6,000.00 |
DisclosureSEC source: 0001104659-20-037208 · tm2013501d2_4.xml · nonDerivative · entry 1 Tio Romano · CIK 0001575501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,243.922 Read SEC document |
| March 16, 2020 Filed Mar 18, 2020 15:31 UTC | Bluerock Residential Growth REIT, Inc. BRG · Entity 116907 | PurchaseBluerock Residential Growth REIT, Inc. Class A Common Stock | 2,000 | $7.00 | $14,000.00 |
DisclosureSEC source: 0001104659-20-035182 · tm2013120d3_4.xml · nonDerivative · entry 1 Tio Romano · CIK 0001575501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,243.922 Read SEC document |
| March 12, 2020 Filed Mar 16, 2020 15:17 UTC | Bluerock Residential Growth REIT, Inc. BRG · Entity 116907 | GrantBluerock Residential Growth REIT, Inc. Class A Common Stock | 1,000 | $8.00 | $8,000.00 |
DisclosureSEC source: 0001104659-20-034027 · tm2012860d1_4.xml · nonDerivative · entry 3 Tio Romano · CIK 0001575501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,243.922 Read SEC document |
| March 12, 2020 Filed Mar 16, 2020 15:17 UTC | Bluerock Residential Growth REIT, Inc. BRG · Entity 116907 | GrantBluerock Residential Growth REIT, Inc. Class A Common Stock | 1,000 | $8.30 | $8,300.00 |
DisclosureSEC source: 0001104659-20-034027 · tm2012860d1_4.xml · nonDerivative · entry 2 Tio Romano · CIK 0001575501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,243.922 Read SEC document |
| March 12, 2020 Filed Mar 16, 2020 15:17 UTC | Bluerock Residential Growth REIT, Inc. BRG · Entity 116907 | GrantBluerock Residential Growth REIT, Inc. Class A Common Stock | 2,000 | $8.50 | $17,000.00 |
DisclosureSEC source: 0001104659-20-034027 · tm2012860d1_4.xml · nonDerivative · entry 1 Tio Romano · CIK 0001575501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,243.922 Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 17:01 UTC | Bluerock Residential Growth REIT, Inc. BRG · Entity 116907 | GrantLTIP Units · Derivative | 7,126 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-20-000942 · tm201124d2_4.xml · derivative · entry 1 Tio Romano · CIK 0001575501 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 22,725 Underlying: Class A Common Stock · 7,126 shares Expires not disclosed F1 · derivative.exercise_price: Represents long-term incentive plan units ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner. These LTIP Units will be fully vested upon issuance, and may convert to units of limited partnership interest in the Operating Partnership ("OP Units") upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · price: Represents long-term incentive plan units ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner. These LTIP Units will be fully vested upon issuance, and may convert to units of limited partnership interest in the Operating Partnership ("OP Units") upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · derivative.exercise_date: Represents long-term incentive plan units ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner. These LTIP Units will be fully vested upon issuance, and may convert to units of limited partnership interest in the Operating Partnership ("OP Units") upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · derivative.expiration_date: Represents long-term incentive plan units ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner. These LTIP Units will be fully vested upon issuance, and may convert to units of limited partnership interest in the Operating Partnership ("OP Units") upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · ownership.nature: Represents long-term incentive plan units ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner. These LTIP Units will be fully vested upon issuance, and may convert to units of limited partnership interest in the Operating Partnership ("OP Units") upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 17:19 UTC | Bluerock Residential Growth REIT, Inc. BRG · Entity 116907 | GrantLTIP Units · Derivative | 6,836 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001144204-19-000465 · tv510349_4.xml · derivative · entry 1 Tio Romano · CIK 0001575501 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 15,599 Underlying: Class A Common Stock · 6,836 shares Expires not disclosed F1 · derivative.exercise_price: Represents long-term incentive plan units ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner. These LTIP Units will be fully vested upon issuance, and may convert to units of limited partnership interest in the Operating Partnership ("OP Units") upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · price: Represents long-term incentive plan units ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner. These LTIP Units will be fully vested upon issuance, and may convert to units of limited partnership interest in the Operating Partnership ("OP Units") upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · derivative.exercise_date: Represents long-term incentive plan units ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner. These LTIP Units will be fully vested upon issuance, and may convert to units of limited partnership interest in the Operating Partnership ("OP Units") upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · derivative.expiration_date: Represents long-term incentive plan units ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner. These LTIP Units will be fully vested upon issuance, and may convert to units of limited partnership interest in the Operating Partnership ("OP Units") upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · ownership.nature: Represents long-term incentive plan units ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner. These LTIP Units will be fully vested upon issuance, and may convert to units of limited partnership interest in the Operating Partnership ("OP Units") upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 17:29 UTC | Bluerock Residential Growth REIT, Inc. BRG · Entity 116907 | GrantBluerock Residential Growth REIT, Inc. Class A Common Stock | 2,000 | $7.93 | $15,857.60 |
DisclosureSEC source: 0001144204-18-009849 · tv486501_4.xml · nonDerivative · entry 2 Tio Romano · CIK 0001575501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,243.922 Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 17:29 UTC | Bluerock Residential Growth REIT, Inc. BRG · Entity 116907 | GrantBluerock Residential Growth REIT, Inc. Class A Common Stock | 2,000 | $7.90 | $15,800.00 |
DisclosureSEC source: 0001144204-18-009849 · tv486501_4.xml · nonDerivative · entry 1 Tio Romano · CIK 0001575501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,243.922 Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 21:45 UTC | Bluerock Residential Growth REIT, Inc. BRG · Entity 116907 | GrantLTIP Units · Derivative | 6,263 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001144204-18-000688 · tv482618_4.xml · derivative · entry 1 Tio Romano · CIK 0001575501 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 8,763 Underlying: Class A Common Stock · 6,263 shares Expires not disclosed F1 · derivative.exercise_price: Represents long-term incentive plan units ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner. These LTIP Units will be fully vested upon issuance, and may convert to units of limited partnership interest in the Operating Partnership ("OP Units") upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · price: Represents long-term incentive plan units ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner. These LTIP Units will be fully vested upon issuance, and may convert to units of limited partnership interest in the Operating Partnership ("OP Units") upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · derivative.exercise_date: Represents long-term incentive plan units ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner. These LTIP Units will be fully vested upon issuance, and may convert to units of limited partnership interest in the Operating Partnership ("OP Units") upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · derivative.expiration_date: Represents long-term incentive plan units ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner. These LTIP Units will be fully vested upon issuance, and may convert to units of limited partnership interest in the Operating Partnership ("OP Units") upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · ownership.nature: Represents long-term incentive plan units ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner. These LTIP Units will be fully vested upon issuance, and may convert to units of limited partnership interest in the Operating Partnership ("OP Units") upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. Read SEC document |
| February 14, 2017 Filed Apr 21, 2017 16:17 UTC | Bluerock Residential Growth REIT, Inc. BRG · Entity 116907 | GrantLTIP Units · Derivative | 2,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001144204-17-021538 · v464759_4.xml · derivative · entry 1 Tio Romano · CIK 0001575501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Class A Common Stock · 2,500 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted units of partnership interests ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period, settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · price: Represents restricted units of partnership interests ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period, settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · derivative.exercise_date: Represents restricted units of partnership interests ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period, settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · derivative.expiration_date: Represents restricted units of partnership interests ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period, settled in shares of the Issuer's Class A 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.