Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ACADIA REALTY TRUSTAKR · Entity 4240 | Director | May 13, 2026 | May 13, 2026 |
| JLL Income Property Trust, Inc.1314152 · Entity 19420 | Director | September 23, 2026 | September 25, 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.
ACADIA REALTY TRUST
Report date May 13, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 111,573 |
Ending reported balance
After 2026-05-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-13 · Grant · Acquired 5,178 · Balance 105,981 F1: This grant was awarded in connection with the payment of annual Trustee fees. Trustees have the option to convert all or part of any cash payment due to them to Common Shares with a vesting period of one year at a 10% discount to the preceding 20-day average share price from the date of issuance. These shares reflect the portion of Ms. Thurber's cash compensation that she elected to receive in shares and represent the number of shares she was entitled to receive after giving effect to the 10% discount. These shares shall vest on May 9, 2027. Row 2 · 2026-05-13 · Grant · Acquired 5,592 · Balance 111,573 F2: This grant was awarded in connection with the payment of annual Trustee fees. These shares shall vest according to the following schedule: one-third shall vest on May 9, 2027, one-third shall vest on May 9, 2028 and the remaining third shall vest on May 9, 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: This grant was awarded in connection with the payment of annual Trustee fees. Trustees have the option to convert all or part of any cash payment due to them to Common Shares with a vesting period of one year at a 10% discount to the preceding 20-day average share price from the date of issuance. These shares reflect the portion of Ms. Thurber's cash compensation that she elected to receive in shares and represent the number of shares she was entitled to receive after giving effect to the 10% discount. These shares shall vest on May 9, 2027.
F2: This grant was awarded in connection with the payment of annual Trustee fees. These shares shall vest according to the following schedule: one-third shall vest on May 9, 2027, one-third shall vest on May 9, 2028 and the remaining third shall vest on May 9, 2029.
JLL Income Property Trust, Inc.
Report date September 23, 2026 · Filed September 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class M-I Common StockSEC Table I · non-derivative | IndirectThrough Lynn C. Thurber Revocable Trust dated May 12, 2020 | 52,609.664 |
Reported balance
After 2026-09-23 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-09-23 · Other · Acquired 245.021 · Balance 52,609.664 F1: Shares acquired pursuant to the Jones Lang LaSalle Income Property Trust, Inc. Amended and Restated Distribution Reinvestment Plan on September 23, 2026. |
| Class I Common StockSEC Table I · non-derivative | IndirectThrough Lynn C. Thurber Revocable Trust dated May 12, 2020 | 6,758.084 |
Reported balance
After 2026-09-23 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-09-23 · Other · Acquired 31.419 · Balance 6,758.084 F1: Shares acquired pursuant to the Jones Lang LaSalle Income Property Trust, Inc. Amended and Restated Distribution Reinvestment Plan on September 23, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired pursuant to the Jones Lang LaSalle Income Property Trust, Inc. Amended and Restated Distribution Reinvestment Plan on September 23, 2026.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
DUKE REALTY CORP
Report date October 03, 2022 · Filed October 05, 2022
Section 16 reporting ended · disclosed 2022-10-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-10-03 transaction · row 1
1 source rowRow 1 · 2022-10-03 · Disposition to issuer · Disposed 2,635 · Balance 0 F1: Between February 14, 2022 and October 5, 2022, the Reporting Person acquired 43 shares of DRE common stock through dividend reinvestment. F2: Disposed of pursuant to merger agreement between issuer and Prologis, Inc. in exchange for 1251 shares of Prologis, Inc. common stock having a market value of $101.60 per share on the effective date of the merger. |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 0 |
Reported balance
After 2022-10-03 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2022-10-03 · Disposition to issuer · Disposed 113,438 · Balance 0 F3: Disposed of pursuant to merger agreement between issuer and Prologis, Inc. in exchange for 53,883 shares of Prologis, Inc. common stock having a market value of $101.60 per share on the effective date of the merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Between February 14, 2022 and October 5, 2022, the Reporting Person acquired 43 shares of DRE common stock through dividend reinvestment.
F2: Disposed of pursuant to merger agreement between issuer and Prologis, Inc. in exchange for 1251 shares of Prologis, Inc. common stock having a market value of $101.60 per share on the effective date of the merger.
F3: Disposed of pursuant to merger agreement between issuer and Prologis, Inc. in exchange for 53,883 shares of Prologis, Inc. common stock having a market value of $101.60 per share on the effective date of the merger.
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 |
|---|---|---|---|---|---|---|
| April 26, 2018 Filed May 1, 2018 00:47 UTC | JLL Income Property Trust, Inc. 1314152 · Entity 19420 | OtherClass A Common Stock | 27.964 | $11.76 | $328.86 |
DisclosureSEC source: 0001127602-18-015636 · form4.xml · nonDerivative · entry 1 THURBER LYNN C · CIK 0001042559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,260.753 F1 · kind: Shares acquired pursuant to the Jones Lang LaSalle Income Property Trust, Inc. Amended and Restated Distribution Reinvestment Plan. Read SEC document |
| April 01, 2018 Filed Apr 3, 2018 12:47 UTC | DUKE REALTY CORP DRE · Entity 123280 | GrantCommon Stock | 944 | $26.48 | $24,997.12 |
DisclosureSEC source: 0001404930-18-000040 · edgar.xml · nonDerivative · entry 1 THURBER LYNN C · CIK 0001042559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,386 F1 · balance_after: Between February 13, 2018 and April 3, 2018, the Reporting Person acquired 40 shares of DRE common stock through dividend reinvestment. Read SEC document |
| February 10, 2018 Filed Feb 13, 2018 10:03 UTC | DUKE REALTY CORP DRE · Entity 123280 | GrantCommon Stock | 4,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001404930-18-000027 · edgar.xml · nonDerivative · entry 1 THURBER LYNN C · CIK 0001042559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,402 F1 · price: Represents an award of restricted stock units pursuant to Rule 16b-3(d) of Section 16b of the Securities Exchange Act of 1934. Read SEC document |
| January 29, 2018 Filed Jan 31, 2018 21:18 UTC | JLL Income Property Trust, Inc. 1314152 · Entity 19420 | OtherClass M-I Common Stock | 44.016 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-003187 · form4.xml · nonDerivative · entry 2 THURBER LYNN C · CIK 0001042559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,219.955 F1 · kind: Shares acquired pursuant to the Jones Lang LaSalle Income Property Trust, Inc. Amended and Restated Distribution Reinvestment Plan. Read SEC document |
| January 29, 2018 Filed Jan 31, 2018 21:18 UTC | JLL Income Property Trust, Inc. 1314152 · Entity 19420 | OtherClass A Common Stock | 26.379 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-003187 · form4.xml · nonDerivative · entry 1 THURBER LYNN C · CIK 0001042559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,232.789 F1 · kind: Shares acquired pursuant to the Jones Lang LaSalle Income Property Trust, Inc. Amended and Restated Distribution Reinvestment Plan. Read SEC document |
| January 01, 2018 Filed Jan 2, 2018 15:56 UTC | DUKE REALTY CORP DRE · Entity 123280 | GrantCommon Stock | 919 | $27.21 | $25,005.99 |
DisclosureSEC source: 0001404930-18-000003 · edgar.xml · nonDerivative · entry 1 THURBER LYNN C · CIK 0001042559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,475 F1 · balance_after: Between October 3, 2017 and January 2, 2018, the Reporting Person acquired 191 shares of DRE common stock through dividend reinvestment. Read SEC document |
| October 30, 2017 Filed Nov 1, 2017 21:07 UTC | JLL Income Property Trust, Inc. 1314152 · Entity 19420 | OtherClass M-I Common Stock | 43.992 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-030813 · form4.xml · nonDerivative · entry 2 THURBER LYNN C · CIK 0001042559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,175.939 F1 · kind: Shares acquired pursuant to the Jones Lang LaSalle Income Property Trust, Inc. Amended and Restated Distribution Reinvestment Plan. Read SEC document |
| October 30, 2017 Filed Nov 1, 2017 21:07 UTC | JLL Income Property Trust, Inc. 1314152 · Entity 19420 | OtherClass A Common Stock | 26.478 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-030813 · form4.xml · nonDerivative · entry 1 THURBER LYNN C · CIK 0001042559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,206.41 F1 · kind: Shares acquired pursuant to the Jones Lang LaSalle Income Property Trust, Inc. Amended and Restated Distribution Reinvestment Plan. Read SEC document |
| October 01, 2017 Filed Oct 3, 2017 13:07 UTC | DUKE REALTY CORP DRE · Entity 123280 | GrantCommon Stock | 867 | $28.82 | $24,986.94 |
DisclosureSEC source: 0001404930-17-000050 · edgar.xml · nonDerivative · entry 1 THURBER LYNN C · CIK 0001042559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,365 F1 · balance_after: Between July 5, 2017 and October 3, 2017, the Reporting Person acquired 32 shares of DRE common stock through dividend reinvestment. Read SEC document |
| July 28, 2017 Filed Aug 1, 2017 21:27 UTC | JLL Income Property Trust, Inc. 1314152 · Entity 19420 | OtherClass M-I Common Stock | 43.955 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-024583 · form4.xml · nonDerivative · entry 2 THURBER LYNN C · CIK 0001042559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,131.947 F1 · kind: Shares acquired pursuant to the Jones Lang LaSalle Income Property Trust, Inc. Amended and Restated Distribution Reinvestment Plan. Read SEC document |
| July 28, 2017 Filed Aug 1, 2017 21:27 UTC | JLL Income Property Trust, Inc. 1314152 · Entity 19420 | OtherClass A Common Stock | 26.61 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-024583 · form4.xml · nonDerivative · entry 1 THURBER LYNN C · CIK 0001042559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,179.932 F1 · kind: Shares acquired pursuant to the Jones Lang LaSalle Income Property Trust, Inc. Amended and Restated Distribution Reinvestment Plan. Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 15:22 UTC | DUKE REALTY CORP DRE · Entity 123280 | GrantCommon Stock | 894 | $27.95 | $24,987.30 |
DisclosureSEC source: 0001404930-17-000043 · edgar.xml · nonDerivative · entry 1 THURBER LYNN C · CIK 0001042559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,466 F1 · balance_after: Between April 4, 2017 and July 5, 2017, the Reporting Person acquired 33 shares of DRE common stock through dividend reinvestment. Read SEC document |
| May 10, 2017 Filed May 12, 2017 19:31 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | GrantCommon Shars of Beneficial Interest - $.001 Par Value | 2,650 | $30.19 | $80,003.50 |
DisclosureSEC source: 0000899629-17-000061 · wf-form4_149461750259117.xml · nonDerivative · entry 2 THURBER LYNN C · CIK 0001042559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,270 F2 · shares: This grant was awarded in connection with the payment of annual Trustee fees. These shares shall vest according to the following schedule: one-third shall vest on May 9, 2018, one-third shall vest on May 9, 2019 and the remaining third shall vest on May 9, 2020, pursuant to the Trust Compensation Plan. F3 · balance_after: This number represents the total number of Common Shares (3,397 vested and 6,873 unvested) now held by Ms. Thurber. Read SEC document |
| May 10, 2017 Filed May 12, 2017 19:31 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | GrantCommon Shars of Beneficial Interest - $.001 Par Value | 2,392 | $27.17 | $64,990.64 |
DisclosureSEC source: 0000899629-17-000061 · wf-form4_149461750259117.xml · nonDerivative · entry 1 THURBER LYNN C · CIK 0001042559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,620 F1 · shares: This grant was awarded in connection with the payment of annual Trustee fees. Trustees have the option to convert all or part of any cash payment due to them under the Trust Compensation Plan to Common Shares with a vesting period of one year at a 10% discount to the preceding 20-day average share price from the date of issuance. These shares reflect the portion of Ms. Thurber's cash compensation that she elected to receive in shares and represent the number of shares she was entitled to receive after giving effect to the 10% discount. These shares shall vest on May 9, 2018. Read SEC document |
| May 09, 2017 Filed May 11, 2017 20:08 UTC | JLL Income Property Trust, Inc. 1314152 · Entity 19420 | GrantClass M-I Common Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-017731 · form4.xml · nonDerivative · entry 1 THURBER LYNN C · CIK 0001042559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,087.992 F1 · kind: On May 9, 2017, the reporting person was granted 2000.00 shares of Class M-I stock pursuant to the Directors' Compensation Plan. Read SEC document |
| April 27, 2017 Filed May 1, 2017 21:13 UTC | JLL Income Property Trust, Inc. 1314152 · Entity 19420 | OtherClass M-I Common Stock | 22.446 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-016099 · form4.xml · nonDerivative · entry 2 THURBER LYNN C · CIK 0001042559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,087.992 F1 · kind: Shares acquired pursuant to the Jones Lang LaSalle Income Property Trust, Inc. Amended and Restated Distribution Reinvestment Plan. Read SEC document |
| April 27, 2017 Filed May 1, 2017 21:13 UTC | JLL Income Property Trust, Inc. 1314152 · Entity 19420 | OtherClass A Common Stock | 26.771 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-016099 · form4.xml · nonDerivative · entry 1 THURBER LYNN C · CIK 0001042559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,153.322 F1 · kind: Shares acquired pursuant to the Jones Lang LaSalle Income Property Trust, Inc. Amended and Restated Distribution Reinvestment Plan. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 14:46 UTC | DUKE REALTY CORP DRE · Entity 123280 | GrantCommon Stock | 952 | $26.27 | $25,009.04 |
DisclosureSEC source: 0001404930-17-000033 · edgar.xml · nonDerivative · entry 1 THURBER LYNN C · CIK 0001042559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,539 F1 · balance_after: Between February 14, 2017 and April 4, 2017, the Reporting Person acquired 37 shares of DRE common stock through dividend reinvestment. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 17:42 UTC | DUKE REALTY CORP DRE · Entity 123280 | GrantCommon Stock | 4,949 | $0.00 | $0.00 |
DisclosureSEC source: 0001404930-17-000017 · edgar.xml · nonDerivative · entry 1 THURBER LYNN C · CIK 0001042559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,550 F1 · price: Represents an award of restricted stock units pursuant to Rule 16b-3(d) of Section 16b of the Securities Exchange Act of 1934. Read SEC document |
| January 27, 2017 Filed Jan 31, 2017 21:10 UTC | JLL Income Property Trust, Inc. 1314152 · Entity 19420 | OtherClass M-I Common Stock | 22.35 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-003114 · form4.xml · nonDerivative · entry 2 THURBER LYNN C · CIK 0001042559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,065.546 F1 · kind: Shares acquired pursuant to the Jones Lang LaSalle Income Property Trust, Inc. Amended and Restated Distribution Reinvestment Plan. Read SEC document |
| January 27, 2017 Filed Jan 31, 2017 21:10 UTC | JLL Income Property Trust, Inc. 1314152 · Entity 19420 | OtherClass A Common Stock | 26.98 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-003114 · form4.xml · nonDerivative · entry 1 THURBER LYNN C · CIK 0001042559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,126.551 F1 · kind: Shares acquired pursuant to the Jones Lang LaSalle Income Property Trust, Inc. Amended and Restated Distribution Reinvestment Plan. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 09:40 UTC | DUKE REALTY CORP DRE · Entity 123280 | GrantCommon Stock | 847 | $26.56 | $22,496.32 |
DisclosureSEC source: 0001404930-17-000005 · edgar.xml · nonDerivative · entry 1 THURBER LYNN C · CIK 0001042559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,601 F1 · balance_after: Between October 4, 2016 and January 5, 2017, the Reporting Person acquired 35 shares of DRE common stock through dividend reinvestment. Read SEC document |
| October 26, 2016 Filed Oct 28, 2016 21:39 UTC | JLL Income Property Trust, Inc. ZIPTAX · Entity 19420 | OtherClass M-1 Common Stock | 22.121 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-16-153004 · a4.xml · nonDerivative · entry 2 THURBER LYNN C · CIK 0001042559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,043.196 F1 · kind: Shares acquired pursuant to the Jones Lang LaSalle Income Property Trust, Inc. Amended and Restated Distribution Reinvestment Plan. Read SEC document |
| October 26, 2016 Filed Oct 28, 2016 21:39 UTC | JLL Income Property Trust, Inc. ZIPTAX · Entity 19420 | OtherClass A Common Stock | 26.864 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-16-153004 · a4.xml · nonDerivative · entry 1 THURBER LYNN C · CIK 0001042559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,099.571 F1 · kind: Shares acquired pursuant to the Jones Lang LaSalle Income Property Trust, Inc. Amended and Restated Distribution Reinvestment Plan. Read SEC document |
| October 03, 2016 Filed Oct 4, 2016 11:59 UTC | DUKE REALTY CORP DRE · Entity 123280 | GrantCommon Stock | 823 | $27.33 | $22,492.59 |
DisclosureSEC source: 0001404930-16-000128 · edgar.xml · nonDerivative · entry 1 THURBER LYNN C · CIK 0001042559 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,719 F1 · balance_after: Between July 5, 2016 and October 4, 2016, the Reporting Person acquired 31 shares of DRE common stock through dividend reinvestment. 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.