Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CIM GROUP, INC.NONE · Entity 4955 | Director | October 01, 2026 | October 05, 2026 |
| ZIFF DAVIS, INC.ZD · Entity 4548 | Director | August 18, 2026 | August 20, 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.
CIM GROUP, INC.
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 153,680.696 |
Reported balance
After 2026-10-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 19,455.253 · Balance 153,680.696 F1: On October 1, 2026, as part of the annual retainers paid to the Issuer's independent directors and pursuant to the Issuer's Second Amended and Restated CIM Group, Inc. 2026 Equity Incentive Plan, Mr. Kretzmer was granted 19,455.253 shares of the Issuer's restricted common stock. The shares of restricted common stock will vest on October 1, 2027. F2: Includes 1,213.079 shares of common stock Mr. Kretzmer acquired through the Issuer's distribution reinvestment plan. |
Filing footnotes · ownership attribution and instrument terms
F1: On October 1, 2026, as part of the annual retainers paid to the Issuer's independent directors and pursuant to the Issuer's Second Amended and Restated CIM Group, Inc. 2026 Equity Incentive Plan, Mr. Kretzmer was granted 19,455.253 shares of the Issuer's restricted common stock. The shares of restricted common stock will vest on October 1, 2027.
F2: Includes 1,213.079 shares of common stock Mr. Kretzmer acquired through the Issuer's distribution reinvestment plan.
ZIFF DAVIS, INC.
Report date August 18, 2026 · Filed August 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock $0.01 Par ValueSEC Table I · non-derivative | Direct | 20,000 |
Reported balance
After 2026-08-18 transaction · row 1
1 source rowRow 1 · 2026-08-18 · Sale · Disposed 2,513 · Balance 20,000 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CIM INCOME NAV, INC.
Report date December 16, 2021 · Filed December 16, 2021
Section 16 reporting ended · disclosed 2021-12-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (Class D)SEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-12-16 transaction · row 1
1 source rowRow 1 · 2021-12-16 · Disposition to issuer · Disposed 10,971.336 · Balance 0 F1: Disposed of pursuant to merger agreement between the issuer, CIM Real Estate Finance Trust, Inc. ("CMFT") and Cypress Merger Sub, LLC in exchange for 28,240.219 shares of Common Stock of CMFT having a net asset value of $7.20 per share on the effective date of the merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to merger agreement between the issuer, CIM Real Estate Finance Trust, Inc. ("CMFT") and Cypress Merger Sub, LLC in exchange for 28,240.219 shares of Common Stock of CMFT having a net asset value of $7.20 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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 5, 2026 22:31 UTC | CIM GROUP, INC. NONE · Entity 4955 | GrantCommon Stock | 19,455.253 | $0.00 | $0.00 |
DisclosureSEC source: 0001498547-26-000063 · wk-form4_1791239498.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,680.696 F1 · shares: On October 1, 2026, as part of the annual retainers paid to the Issuer's independent directors and pursuant to the Issuer's Second Amended and Restated CIM Group, Inc. 2026 Equity Incentive Plan, Mr. Kretzmer was granted 19,455.253 shares of the Issuer's restricted common stock. The shares of restricted common stock will vest on October 1, 2027. F2 · balance_after: Includes 1,213.079 shares of common stock Mr. Kretzmer acquired through the Issuer's distribution reinvestment plan. Read SEC document |
| August 18, 2026 Filed Aug 20, 2026 18:22 UTC | ZIFF DAVIS, INC. ZD · Entity 4548 | SaleCommon Stock $0.01 Par Value | 2,513 | $55.31 | $138,994.03 |
DisclosureSEC source: 0001214659-26-010640 · marketforms-73809.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,000 Read SEC document |
| June 02, 2026 Filed Jun 3, 2026 19:10 UTC | ZIFF DAVIS, INC. ZD · Entity 4548 | SaleCommon Stock $0.01 Par Value | 1,968 | $44.51 | $87,595.68 |
DisclosureSEC source: 0001214659-26-007110 · marketforms-73350.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,513 F1 · price: The price reported is the average sale price of sales ranging from $44.50 to $44.52 per share. The Reporting Person hereby undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price. Read SEC document |
| May 07, 2026 Filed May 8, 2026 20:11 UTC | ZIFF DAVIS, INC. ZD · Entity 4548 | Exercise / conversionCommon Stock $0.01 Par Value | 7,903 | $43.31 | $342,278.93 |
DisclosureSEC source: 0001214659-26-005835 · marketforms-73140.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,481 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. Read SEC document |
| May 06, 2026 Filed May 8, 2026 20:11 UTC | ZIFF DAVIS, INC. ZD · Entity 4548 | GrantRestricted Stock Units · Derivative | 5,723 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-005835 · marketforms-73140.xml · derivative · entry 3 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,723 Underlying: Common Stock · 5,723 shares Expires not disclosed F2 · kind: Restricted Stock Unit awarded under the Issuer's 2024 Equity Incentive Plan. F1 · derivative.expiration_date: There are no expiration dates on RSUs. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 18:05 UTC | CIM GROUP, INC. NONE · Entity 4955 | GrantCommon Stock | 19,157.088 | $0.00 | $0.00 |
DisclosureSEC source: 0001498547-25-000077 · wk-form4_1759514741.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,012.364 F1 · shares: On October 1, 2025, as part of the annual retainers paid to the Issuer's independent directors and pursuant to the Issuer's 2022 Equity Incentive Plan, Mr. Kretzmer was granted 19,157.088 shares of the Issuer's restricted common stock. The shares of restricted common stock will vest on October 1, 2026. F2 · balance_after: Includes 709.834 shares of common stock Mr. Kretzmer acquired through the Issuer's distribution reinvestment plan. Read SEC document |
| May 07, 2025 Filed May 9, 2025 12:59 UTC | ZIFF DAVIS, INC. ZD · Entity 4548 | GrantRestricted Stock Units · Derivative | 7,903 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-007227 · marketforms-69390.xml · derivative · entry 3 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,903 Underlying: Common Stock · 7,903 shares Expires not disclosed F3 · kind: Restricted Stock Unit awarded under the Issuer's 2024 Equity Incentive Plan. F2 · derivative.expiration_date: There are no expiration dates on RSUs. Read SEC document |
| May 07, 2025 Filed May 9, 2025 12:59 UTC | ZIFF DAVIS, INC. ZD · Entity 4548 | Exercise / conversionCommon Stock $0.01 Par Value | 3,610 | $31.63 | $114,184.30 |
DisclosureSEC source: 0001214659-25-007227 · marketforms-69390.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,578 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: The reported amount reflects a correction for an error in which 1 additional Restricted Stock Unit was inadvertently included in prior reporting. Read SEC document |
| May 07, 2025 Filed May 8, 2026 20:11 UTC | ZIFF DAVIS, INC. ZD · Entity 4548 | Exercise / conversionRestricted Stock Units · Derivative | 7,903 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-005835 · marketforms-73140.xml · derivative · entry 2 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,903 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.expiration_date: There are no expiration dates on RSUs. Read SEC document |
| March 06, 2025 Filed Mar 6, 2025 23:01 UTC | ZIFF DAVIS, INC. ZD · Entity 4548 | PurchaseCommon Stock $0.01 Par Value | 653 | $38.33 | $25,029.49 |
DisclosureSEC source: 0001214659-25-004004 · marketforms-68664.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,968 Read SEC document |
| January 24, 2025 Filed Jan 27, 2025 23:53 UTC | CIM GROUP, INC. NONE · Entity 4955 | GrantCommon Stock | 3,284.072 | $0.00 | $0.00 |
DisclosureSEC source: 0001498547-25-000006 · wk-form4_1738021998.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,145.442 F1 · shares: On January 24, 2025, following the approval by the Issuer's board of directors of the revised annual retainers paid to the Issuer's independent directors and pursuant to the Issuer's 2022 Equity Incentive Plan, Mr. Kretzmer was granted 3,284.072 shares of the Issuer's restricted common stock, representing the difference in value between such director's October 1, 2024 equity award and $100,000, calculated based on the Issuer's most recently determined net asset value per share. The shares of restricted common stock will vest on October 1, 2025. F2 · balance_after: Includes 1,421.465 shares of common stock Mr. Kretzmer acquired through the Issuer's distribution reinvestment plan. Read SEC document |
| October 01, 2024 Filed Oct 1, 2024 22:22 UTC | CIM GROUP, INC. NONE · Entity 4955 | GrantCommon Stock | 13,136.289 | $0.00 | $0.00 |
DisclosureSEC source: 0001498547-24-000072 · wk-form4_1727821363.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,439.905 F1 · shares: On October 1, 2024, as part of the annual retainers paid to the Issuer's independent directors and pursuant to the Issuer's 2022 Equity Incentive Plan, Mr. Kretzmer was granted 13,136.289 shares of the Issuer's restricted common stock. The shares of restricted common stock will vest on October 1, 2025. F2 · balance_after: Includes 6,501.028 shares of common stock Mr. Kretzmer acquired through the Issuer's distribution reinvestment plan. Read SEC document |
| May 07, 2024 Filed May 9, 2024 00:34 UTC | ZIFF DAVIS, INC. ZD · Entity 4548 | GrantRestricted Stock Units · Derivative | 3,611 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-008644 · marketforms-65791.xml · derivative · entry 3 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,611 Underlying: Common Stock · 3,611 shares Expires not disclosed F2 · kind: Restricted Stock Unit awarded under the Issuer's 2024 Stock Plan. F1 · derivative.expiration_date: There are no expiration dates on RSUs. Read SEC document |
| May 07, 2024 Filed May 9, 2025 12:59 UTC | ZIFF DAVIS, INC. ZD · Entity 4548 | Exercise / conversionRestricted Stock Units · Derivative | 3,610 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-007227 · marketforms-69390.xml · derivative · entry 2 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,610 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 · shares: The reported amount reflects a correction for an error in which 1 additional Restricted Stock Unit was inadvertently included in prior reporting. F2 · derivative.expiration_date: There are no expiration dates on RSUs. F1 · derivative.underlying_shares: The reported amount reflects a correction for an error in which 1 additional Restricted Stock Unit was inadvertently included in prior reporting. Read SEC document |
| May 05, 2024 Filed May 9, 2024 00:34 UTC | ZIFF DAVIS, INC. ZD · Entity 4548 | Exercise / conversionRestricted Stock Units · Derivative | 3,013 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-008644 · marketforms-65791.xml · derivative · entry 2 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,013 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.expiration_date: There are no expiration dates on RSUs. Read SEC document |
| May 05, 2024 Filed May 9, 2024 00:34 UTC | ZIFF DAVIS, INC. ZD · Entity 4548 | Exercise / conversionCommon Stock $0.01 Par Value | 3,013 | $54.48 | $164,148.24 |
DisclosureSEC source: 0001214659-24-008644 · marketforms-65791.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,315 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. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 20:00 UTC | CIM GROUP, INC. NONE · Entity 4955 | GrantCommon Stock | 12,176.56 | $0.00 | $0.00 |
DisclosureSEC source: 0001498547-23-000057 · wk-form4_1696363221.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,802.588 F1 · shares: On October 1, 2023, as part of the annual retainers paid to the Issuer's independent directors and pursuant to the Issuer's 2022 Equity Incentive Plan, Mr. Kretzmer was granted 12,176.56 shares of the Issuer's restricted common stock. The shares of restricted common stock will vest on October 1, 2024. F2 · balance_after: Includes 4,248.863 shares of common stock Mr. Kretzmer acquired through the Issuer's distribution reinvestment plan. Read SEC document |
| May 10, 2023 Filed May 11, 2023 18:07 UTC | ZIFF DAVIS, INC. ZD · Entity 4548 | Exercise / conversionRestricted Stock Units · Derivative | 2,513 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-006810 · marketforms-61479.xml · derivative · entry 2 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,013 Underlying: Common Stock · 2,513 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.expiration_date: There are no expiration dates on RSUs. Read SEC document |
| May 10, 2023 Filed May 11, 2023 18:07 UTC | ZIFF DAVIS, INC. ZD · Entity 4548 | Exercise / conversionCommon Stock $0.01 Par Value | 2,513 | $65.49 | $164,576.37 |
DisclosureSEC source: 0001214659-23-006810 · marketforms-61479.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,302 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. Read SEC document |
| May 05, 2023 Filed May 8, 2023 20:47 UTC | ZIFF DAVIS, INC. ZD · Entity 4548 | GrantRestricted Stock Units · Derivative | 3,013 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-006648 · marketforms-61427.xml · derivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,526 Underlying: Common Stock · 3,013 shares Expires not disclosed F1 · kind: Restricted Stock Unit awarded under the Issuer's 2015 Stock Plan. F2 · derivative.expiration_date: There are no expiration dates on RSUs. Read SEC document |
| November 17, 2022 Filed Nov 18, 2022 21:26 UTC | ZIFF DAVIS, INC. ZD · Entity 4548 | SaleCommon Stock $0.01 Par Value | 2,531 | $88.55 | $224,120.05 |
DisclosureSEC source: 0001214659-22-014006 · marketforms-57612.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,789 Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 21:52 UTC | CIM GROUP, INC. NONE · Entity 4955 | GrantCommon Stock | 11,111.111 | $0.00 | $0.00 |
DisclosureSEC source: 0001498547-22-000097 · wf-form4_166492034523574.xml · nonDerivative · entry 2 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,477.165 F2 · shares: On October 1, 2022, as part of the annual retainers paid to the Issuer's independent directors and pursuant to the Issuer's 2022 Equity Incentive Plan, Mr. Kretzmer was granted 11,111.111 shares of the Issuer's restricted common stock. The shares of restricted common stock will vest on October 1, 2023. F3 · balance_after: Includes 2,575.943 shares of common stock Mr. Kretzmer acquired through the Issuer's distribution reinvestment plan. Read SEC document |
| October 01, 2022 Filed Oct 11, 2022 16:19 UTC Amendment | CIM GROUP, INC. NONE · Entity 4955 | GrantCommon Stock | 11,111.111 | $0.00 | $0.00 |
DisclosureSEC source: 0001498547-22-000100 · wf-form4a_166550516856892.xml · nonDerivative · entry 2 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,377.165 F2 · shares: On October 1, 2022, as part of the annual retainers paid to the Issuer's independent directors and pursuant to the Issuer's 2022 Equity Incentive Plan, Mr. Kretzmer was granted 11,111.111 shares of the Issuer's restricted common stock. The shares of restricted common stock will vest on October 1, 2023. F3 · balance_after: Includes 2,475.943 shares of common stock Mr. Kretzmer acquired through the Issuer's distribution reinvestment plan. Read SEC document |
| May 10, 2022 Filed May 12, 2022 20:59 UTC | ZIFF DAVIS, INC. ZD · Entity 4548 | GrantRestricted Stock Units · Derivative | 2,513 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-006686 · marketforms-56162.xml · derivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,513 Underlying: Common Stock · 2,513 shares Expires not disclosed F1 · kind: Restricted Stock Unit awarded under the Issuer's 2015 Stock Plan. F2 · derivative.expiration_date: There are no expiration dates on RSUs. Read SEC document |
| May 07, 2022 Filed May 11, 2022 01:35 UTC | ZIFF DAVIS, INC. ZD · Entity 4548 | Exercise / conversionRestricted Stock Units · Derivative | 1,639 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-006600 · marketforms-56149.xml · derivative · entry 2 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,639 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.expiration_date: Ziff Davis, Inc. engaged in a spin-off of one of its divisions on October 7, 2021. As a result, the number of shares released for the reporting person has been adjusted to reflect the spin. Read SEC document |
| May 07, 2022 Filed May 11, 2022 01:35 UTC | ZIFF DAVIS, INC. ZD · Entity 4548 | Exercise / conversionCommon Stock $0.01 Par Value | 1,783 | $83.16 | $148,274.28 |
DisclosureSEC source: 0001214659-22-006600 · marketforms-56149.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,320 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 · balance_after: Ziff Davis, Inc. engaged in a spin-off of one of its divisions on October 7, 2021. As a result, the number of shares released for the reporting person has been adjusted to reflect the spin. Read SEC document |
| April 01, 2022 Filed Oct 4, 2022 21:52 UTC | CIM GROUP, INC. NONE · Entity 4955 | GrantCommon Stock | 3,481.735 | $0.00 | $0.00 |
DisclosureSEC source: 0001498547-22-000097 · wf-form4_166492034523574.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,790.111 F1 · shares: The valuation, compensation and affiliate transactions committee and the board of directors, following the approval of the revised compensation program for independent directors, approved the issuance to each independent member of the board of directors of an additional equity award under the Equity Plan on April 1, 2022 that vested on October 1, 2022, representing the difference in value between such director's October 1, 2021 equity award and $80,000, calculated based on the NAV per share on April 1, 2022, and prorated for the remaining days between April 1, 2022 and September 30, 2022. Read SEC document |
| April 01, 2022 Filed Oct 11, 2022 16:19 UTC Amendment | CIM GROUP, INC. NONE · Entity 4955 | GrantCommon Stock | 3,481.735 | $0.00 | $0.00 |
DisclosureSEC source: 0001498547-22-000100 · wf-form4a_166550516856892.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,790.111 F1 · shares: The valuation, compensation and affiliate transactions committee and the board of directors, following the approval of the revised compensation program for independent directors, approved the issuance to each independent member of the board of directors of an additional equity award under the Equity Plan on April 1, 2022 that vested on October 1, 2022, representing the difference in value between such director's October 1, 2021 equity award and $80,000, calculated based on the NAV per share on April 1, 2022, and prorated for the remaining days between April 1, 2022 and September 30, 2022. Read SEC document |
| December 16, 2021 Filed Dec 16, 2021 18:21 UTC | CIM GROUP, INC. NONE · Entity 4955 | GrantCommon Stock | 28,240.219 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001498547-21-000153 · wf-form4_163967888071635.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,308.376 F1 · price: The reporting person acquired 28,240.219 shares of the issuer's common stock pursuant to a merger between the issuer, CIM Income NAV, Inc. Cypress Merger Sub, LLC. On the effective date of the merger, December 16, 2021, the net asset value of the issuer's common stock was $7.20 per share. F2 · balance_after: Includes 226.39 shares of the issuer's common stock Mr. Kretzmer acquired through the Issuer's distribution reinvestment plan. Read SEC document |
| December 16, 2021 Filed Dec 16, 2021 13:06 UTC | CIM INCOME NAV, INC. NONE · Entity 132294 | Disposition to issuerCommon Stock (Class D) | 10,971.336 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001498542-21-000176 · wf-form4_163967796041586.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to merger agreement between the issuer, CIM Real Estate Finance Trust, Inc. ("CMFT") and Cypress Merger Sub, LLC in exchange for 28,240.219 shares of Common Stock of CMFT having a net asset value of $7.20 per share on the effective date of the merger. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 21:49 UTC | CIM GROUP, INC. NONE · Entity 4955 | GrantCommon Stock | 4,166.667 | $0.00 | $0.00 |
DisclosureSEC source: 0001498547-21-000100 · wf-form4_163347058201488.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,841.765 F1 · shares: On October 1, 2021, as part of the annual retainers paid to the Issuer's independent directors and pursuant to the Issuer's 2018 Equity Incentive Plan, Mr. Kretzmer was granted 4,166.667 shares of the Issuer's restricted common stock. The shares of restricted common stock will vest on October 1, 2022. F2 · balance_after: Includes 562.810 shares of common stock Mr. Kretzmer acquired through the Issuer's distribution reinvestment plan. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 17:40 UTC | CIM INCOME NAV, INC. NONE · Entity 132294 | GrantCommon Stock (Class D) | 2,462.687 | $0.00 | $0.00 |
DisclosureSEC source: 0001498542-21-000115 · wf-form4_163347001925185.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,971.336 F1 · shares: On October 1, 2021, as part of the annual retainers paid to the Issuer's independent directors and pursuant to the Issuer's 2018 Equity Incentive Plan, Mr. Kretzmer was granted 1,791.045 restricted shares of the Issuer's Class D common stock. The restricted shares of Class D common stock vest on the one year anniversary of the date of the grant. In addition, on October 1, 2021, as payment for fifty percent of Mr. Kretzmer's board service fees for the fiscal quarter ended September 30, 2021 and as approved by the board of directors of the Issuer on August 11, 2021, 671.642 shares of Class D common stock were issued to Mr. Kretzmer pursuant to the Issuer's 2018 Equity Incentive Plan. F2 · balance_after: Includes 116.322 shares of Class D common stock Mr. Kretzmer acquired through the Issuer's distribution reinvestment plan. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 13:33 UTC | CIM INCOME NAV, INC. NONE · Entity 132294 | GrantCommon Stock (Class D) | 686.394 | $16.39 | $11,250.00 |
DisclosureSEC source: 0001498542-21-000076 · wf-form4_162559280507900.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,392.327 F1 · shares: On July 1, 2021, as payment for fifty percent of Mr. Kretzmer's board service fees for the fiscal quarter ended June 30, 2021 and as approved by the board of directors of the Issuer on March 25, 2021, 686.394 shares of Class D common stock were issued to Mr. Kretzmer pursuant to the Issuer's 2018 Equity Incentive Plan. F2 · balance_after: Includes 559.215 shares of Class D common stock Mr. Kretzmer acquired through the Issuer's distribution reinvestment plan. Read SEC document |
| May 07, 2021 Filed May 10, 2021 22:25 UTC | ZIFF DAVIS, INC. JCOM · Entity 4548 | GrantRestricted Stock Units · Derivative | 1,639 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-005134 · marketforms-52708.xml · derivative · entry 3 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,639 Underlying: Common Stock · 1,639 shares Expires not disclosed F2 · kind: Restricted Stock Unit awarded under the Issuer's 2015 Stock Plan. F1 · derivative.expiration_date: There are no expiration dates on RSUs. Read SEC document |
| May 07, 2021 Filed May 10, 2021 22:25 UTC | ZIFF DAVIS, INC. JCOM · Entity 4548 | Exercise / conversionRestricted Stock Units · Derivative | 2,531 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-005134 · marketforms-52708.xml · derivative · entry 2 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,531 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.expiration_date: There are no expiration dates on RSUs. Read SEC document |
| May 07, 2021 Filed May 10, 2021 22:25 UTC | ZIFF DAVIS, INC. JCOM · Entity 4548 | Exercise / conversionCommon Stock $0.01 Par Value | 2,531 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-005134 · marketforms-52708.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,537 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. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 12:19 UTC | CIM INCOME NAV, INC. NONE · Entity 132294 | GrantCommon Stock (Class D) | 689.761 | $16.31 | $11,250.00 |
DisclosureSEC source: 0001498542-21-000042 · wf-form4_161763942748486.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,599.026 F1 · shares: On April 1, 2021, as payment for fifty percent of Mr. Kretzmer's board service fees for the fiscal quarter ended March 31, 2021 and as approved by the board of directors of the Issuer on March 25, 2021, 689.761 shares of Class D common stock were issued to Mr. Kretzmer pursuant to the Issuer's 2018 Equity Incentive Plan. F2 · balance_after: Includes 452.308 shares of Class D common stock Mr. Kretzmer acquired through the Issuer's distribution reinvestment plan. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 21:05 UTC | ZIFF DAVIS, INC. JCOM · Entity 4548 | Exercise / conversionOptions to Purchase Common Stock · Derivative | 15,117 | Not disclosed Strike: $29.34 | Not disclosed |
DisclosureSEC source: 0001214659-21-002067 · marketforms-51497.xml · derivative · entry 6 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock $0.01 Par Value · 15,117 shares Expires 2021-05-12 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. F4 · price: Stock options granted for services rendered; no value placed on services rendered. F3 · derivative.exercise_date: These stock options vested in five (5) equal annual installments commencing on May 12, 2012. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 21:05 UTC | ZIFF DAVIS, INC. JCOM · Entity 4548 | SaleCommon Stock $0.01 Par Value | 100 | $112.99 | $11,299.00 |
DisclosureSEC source: 0001214659-21-002067 · marketforms-51497.xml · nonDerivative · entry 5 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,006 F2 · kind: Shares were sold pursuant to a Rule 10b5-1 Stock Trading Plan. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 21:05 UTC | ZIFF DAVIS, INC. JCOM · Entity 4548 | SaleCommon Stock $0.01 Par Value | 5,537 | $111.88 | $619,479.56 |
DisclosureSEC source: 0001214659-21-002067 · marketforms-51497.xml · nonDerivative · entry 4 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,106 F2 · kind: Shares were sold pursuant to a Rule 10b5-1 Stock Trading Plan. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 21:05 UTC | ZIFF DAVIS, INC. JCOM · Entity 4548 | SaleCommon Stock $0.01 Par Value | 1,786 | $110.72 | $197,745.92 |
DisclosureSEC source: 0001214659-21-002067 · marketforms-51497.xml · nonDerivative · entry 3 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,643 F2 · kind: Shares were sold pursuant to a Rule 10b5-1 Stock Trading Plan. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 21:05 UTC | ZIFF DAVIS, INC. JCOM · Entity 4548 | SaleCommon Stock $0.01 Par Value | 7,694 | $110.12 | $847,263.28 |
DisclosureSEC source: 0001214659-21-002067 · marketforms-51497.xml · nonDerivative · entry 2 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,429 F2 · kind: Shares were sold pursuant to a Rule 10b5-1 Stock Trading Plan. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 21:05 UTC | ZIFF DAVIS, INC. JCOM · Entity 4548 | Exercise / conversionCommon Stock $0.01 Par Value | 15,117 | $29.34 | $443,532.78 |
DisclosureSEC source: 0001214659-21-002067 · marketforms-51497.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,123 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 · kind: These shares were acquired upon exercise of stock options issued under Issuer's 2007 Stock Option Plan identified as exercised in Part II of this Form 4. Read SEC document |
| January 04, 2021 Filed Jan 5, 2021 14:30 UTC | CIM INCOME NAV, INC. NONE · Entity 132294 | GrantCommon Stock (Class D) | 668.052 | $16.84 | $11,250.00 |
DisclosureSEC source: 0001498542-21-000009 · wf-form4_160987499210998.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,785.804 F1 · shares: On January 4, 2021, as payment for fifty percent of Mr. Kretzmer's board service fees for the fiscal quarter ended December 31, 2020 and as approved by the board of directors of the Issuer on July 23, 2020, 668.052 shares of Class D common stock were issued to Mr. Kretzmer pursuant to the Issuer's 2018 Equity Incentive Plan. F2 · balance_after: Includes 328.847 shares of Class D common stock Mr. Kretzmer acquired through the Issuer's distribution reinvestment plan. Read SEC document |
| December 21, 2020 Filed Dec 23, 2020 17:22 UTC | CIM GROUP, INC. NONE · Entity 4955 | GrantCommon Stock | 10,779.511 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001498547-20-000139 · wf-form4_160874410315317.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,112.288 F1 · price: The reporting person acquired 10,779.511 shares of the issuer's common stock pursuant to a merger between the issuer, Cole Office & Industrial REIT (CCIT III), Inc. and Thor III Merger Sub, LLC. On the effective date of the merger, December 21, 2020, the net asset value of the issuer's common stock was $7.31 per share. Read SEC document |
| October 01, 2020 Filed Oct 1, 2020 13:00 UTC | CIM INCOME NAV, INC. NONE · Entity 132294 | GrantCommon Stock (Class D) | 2,443.72 | $0.00 | $0.00 |
DisclosureSEC source: 0001498542-20-000099 · wf-form4_160157162600771.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,044.329 F1 · shares: On October 1, 2020, as part of the annual retainers paid to the Issuer's independent directors and pursuant to the Issuer's 2018 Equity Incentive Plan, Mr. Kretzmer was granted 1,777.251 restricted shares of the Issuer's Class D common stock (formerly Wrap Class common stock). The restricted shares of Class D common stock vest on the one year anniversary of the date of the grant. In addition, on October 1, 2020, as payment for fifty percent of Mr. Kretzmer's board service fees for the fiscal quarter ended September 30, 2020 and as approved by the board of directors of the Issuer on July 23, 2020, 666.469 shares of Class D common stock were issued to Mr. Kretzmer pursuant to the Issuer's 2018 Equity Incentive Plan. F2 · balance_after: Includes 162.624 shares of Class D common stock Mr. Kretzmer acquired through the Issuer's distribution reinvestment plan. Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 18:29 UTC | CIM GROUP, INC. NONE · Entity 4955 | GrantCommon Stock | 4,103.967 | $0.00 | $0.00 |
DisclosureSEC source: 0001498547-20-000072 · wf-form4_160166338574605.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,332.777 F1 · shares: On October 1, 2020, as part of the annual retainers paid to the Issuer's independent directors and pursuant to the Issuer's 2018 Equity Incentive Plan, Mr. Kretzmer was granted 4,103.967 shares of the Issuer's restricted common stock. The shares of restricted common stock vest on the one year anniversary of the date of the grant. F2 · balance_after: Includes 328.360 shares of common stock Mr. Kretzmer acquired through the Issuer's distribution reinvestment plan. Read SEC document |
| September 10, 2020 Filed Sep 10, 2020 21:26 UTC | ZIFF DAVIS, INC. JCOM · Entity 4548 | SaleCommon Stock $0.01 Par Value | 2,250 | $71.50 | $160,875.00 |
DisclosureSEC source: 0001214659-20-007774 · marketforms-49662.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,006 F1 · price: The Reporting Person hereby undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price. Read SEC document |
| May 07, 2020 Filed May 8, 2020 20:30 UTC | ZIFF DAVIS, INC. JCOM · Entity 4548 | GrantRestricted Stock Units · Derivative | 2,531 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-004236 · marketforms-48731.xml · derivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,531 Underlying: Common Stock · 2,531 shares Expires not disclosed F1 · kind: Restricted Stock Unit awarded under the Issuer's 2015 Stock Plan. F2 · derivative.expiration_date: There are no expiration dates on RSUs. Read SEC document |
| February 19, 2020 Filed Feb 20, 2020 21:05 UTC | ZIFF DAVIS, INC. JCOM · Entity 4548 | Exercise / conversionOptions to Purchase Common Stock · Derivative | 4,968 | Not disclosed Strike: $22.92 | Not disclosed |
DisclosureSEC source: 0001214659-20-001624 · marketforms-47817.xml · derivative · entry 3 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock $0.01 Par Value · 4,968 shares Expires 2020-05-06 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. F3 · price: Stock options granted for services rendered; no value placed on services rendered. F2 · derivative.exercise_date: These stock options vested in five (5) equal annual installments commencing on May 6, 2010. 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.