Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Brixmor Property Group Inc.BRX · Entity 3583 | President, CFO and Treasurer | January 01, 2024 | January 04, 2024 |
| KILROY REALTY CORPNYSE: KRC · Entity 4021 | Director · Chief Executive Officer | July 08, 2026 | July 10, 2026 |
| Kilroy Realty, L.P.KRLP · Entity 64474 | CEO | January 22, 2024 | January 23, 2024 |
| VIVMARK RESIDENTIALVMRK · Entity 499 | Director | August 17, 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.
Brixmor Property Group Inc.
Report date January 01, 2024 · Filed January 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 185,798 |
Ending reported balance
After 2024-01-01 transaction · row 12
12 source rows · reconciled sequenceRow 1 · 2024-01-01 · Exercise / conversion · Acquired 18,880 · Balance 170,934 F1: Restricted Stock Units ("RSUs") convert into common stock on a one-for-one basis. Row 2 · 2024-01-01 · Tax withholding · Disposed 9,009 · Balance 161,925 F2: Reflects shares of common stock surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of RSUs. Row 3 · 2024-01-01 · Exercise / conversion · Acquired 10,596 · Balance 172,521 F1: Restricted Stock Units ("RSUs") convert into common stock on a one-for-one basis. Row 4 · 2024-01-01 · Tax withholding · Disposed 5,044 · Balance 167,477 F2: Reflects shares of common stock surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of RSUs. Row 5 · 2024-01-01 · Exercise / conversion · Acquired 8,490 · Balance 175,967 F1: Restricted Stock Units ("RSUs") convert into common stock on a one-for-one basis. Row 6 · 2024-01-01 · Tax withholding · Disposed 4,334 · Balance 171,633 F2: Reflects shares of common stock surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of RSUs. Row 7 · 2024-01-01 · Exercise / conversion · Acquired 9,016 · Balance 180,649 F1: Restricted Stock Units ("RSUs") convert into common stock on a one-for-one basis. Row 8 · 2024-01-01 · Tax withholding · Disposed 4,602 · Balance 176,047 F2: Reflects shares of common stock surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of RSUs. Row 9 · 2024-01-01 · Exercise / conversion · Acquired 16,802 · Balance 192,849 F1: Restricted Stock Units ("RSUs") convert into common stock on a one-for-one basis. Row 10 · 2024-01-01 · Tax withholding · Disposed 7,737 · Balance 185,112 F2: Reflects shares of common stock surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of RSUs. Row 11 · 2024-01-01 · Exercise / conversion · Acquired 1,400 · Balance 186,512 F1: Restricted Stock Units ("RSUs") convert into common stock on a one-for-one basis. Row 12 · 2024-01-01 · Tax withholding · Disposed 714 · Balance 185,798 F2: Reflects shares of common stock surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of RSUs. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-01-01 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2024-01-01 · Exercise / conversion · Disposed 18,880 · Balance 0 F1: Restricted Stock Units ("RSUs") convert into common stock on a one-for-one basis. F3: Represents the number of shares earned based upon performance criteria and subject to additional service vesting that vested on January 1, 2024. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-01-01 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2024-01-01 · Exercise / conversion · Disposed 10,596 · Balance 0 F1: Restricted Stock Units ("RSUs") convert into common stock on a one-for-one basis. F4: Represents the number of service-vesting units that vested on January 1, 2024. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,490 |
Reported balance
After 2024-01-01 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2024-01-01 · Exercise / conversion · Disposed 8,490 · Balance 8,490 F1: Restricted Stock Units ("RSUs") convert into common stock on a one-for-one basis. F4: Represents the number of service-vesting units that vested on January 1, 2024. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 18,034 |
Reported balance
After 2024-01-01 transaction · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · 2024-01-01 · Exercise / conversion · Disposed 9,016 · Balance 18,034 F1: Restricted Stock Units ("RSUs") convert into common stock on a one-for-one basis. F4: Represents the number of service-vesting units that vested on January 1, 2024. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 16,802 |
Reported balance
After 2024-01-01 transaction · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · 2024-01-01 · Exercise / conversion · Disposed 16,802 · Balance 16,802 F1: Restricted Stock Units ("RSUs") convert into common stock on a one-for-one basis. F3: Represents the number of shares earned based upon performance criteria and subject to additional service vesting that vested on January 1, 2024. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,400 |
Reported balance
After 2024-01-01 transaction · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · 2024-01-01 · Exercise / conversion · Disposed 1,400 · Balance 1,400 F1: Restricted Stock Units ("RSUs") convert into common stock on a one-for-one basis. F3: Represents the number of shares earned based upon performance criteria and subject to additional service vesting that vested on January 1, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units ("RSUs") convert into common stock on a one-for-one basis.
F2: Reflects shares of common stock surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of RSUs.
F3: Represents the number of shares earned based upon performance criteria and subject to additional service vesting that vested on January 1, 2024.
F4: Represents the number of service-vesting units that vested on January 1, 2024.
KILROY REALTY CORP
Report date July 08, 2026 · Filed July 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 152,943.5639 |
Reported balance
After 2026-07-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-08 · Grant · Acquired 1,096.7789 · Balance 152,943.5639 F1: Grant of restricted stock units in respect of dividend equivalent rights with respect to underlying restricted stock unit awards previously reported on Table I, which were granted pursuant to the Kilroy Realty 2006 Incentive Award Plan and the terms of the applicable award agreement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 81,222.8948 |
Reported balance
After 2026-07-08 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-08 · Grant · Acquired 528.2792 · Balance 81,222.8948 F2: Crediting of restricted stock units in respect of dividend equivalent rights with respect to underlying restricted stock unit awards previously reported on Table II, which were granted pursuant to the Kilroy Realty 2006 Incentive Award Plan and the terms of the applicable award agreement. F3: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. F4: The reporting person was awarded performance units in 2024 covering a three-year performance period ending December 31, 2026. The reporting person previously reported the minimum number of units subject to the award eligible to vest based on 2024 and 2025 performance. The number of units reported reflects the additional minimum number of units eligible to vest as a result of the crediting of restricted stock units in respect of dividend equivalent rights. The units remain subject to additional time-based vesting requirements. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 81,831.1594 |
Reported balance
After 2026-07-08 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-07-08 · Grant · Acquired 608.2646 · Balance 81,831.1594 F2: Crediting of restricted stock units in respect of dividend equivalent rights with respect to underlying restricted stock unit awards previously reported on Table II, which were granted pursuant to the Kilroy Realty 2006 Incentive Award Plan and the terms of the applicable award agreement. F3: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. F5: The reporting person was awarded performance units in 2025 covering a three-year performance period ending December 31, 2027. The reporting person previously reported the minimum number of units subject to the award eligible to vest based on 2025 performance. The number of units reported reflects the additional minimum number of units eligible to vest as a result of the crediting of restricted stock units in respect of dividend equivalent rights. The units remain subject to additional time-based vesting requirements. |
| Common stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectBY REVOCABLE FAMILY TRUST | 2,797 |
Reported balance
Holding disclosure · report date 2026-07-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,797 |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units in respect of dividend equivalent rights with respect to underlying restricted stock unit awards previously reported on Table I, which were granted pursuant to the Kilroy Realty 2006 Incentive Award Plan and the terms of the applicable award agreement.
F2: Crediting of restricted stock units in respect of dividend equivalent rights with respect to underlying restricted stock unit awards previously reported on Table II, which were granted pursuant to the Kilroy Realty 2006 Incentive Award Plan and the terms of the applicable award agreement.
F3: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock.
F4: The reporting person was awarded performance units in 2024 covering a three-year performance period ending December 31, 2026. The reporting person previously reported the minimum number of units subject to the award eligible to vest based on 2024 and 2025 performance. The number of units reported reflects the additional minimum number of units eligible to vest as a result of the crediting of restricted stock units in respect of dividend equivalent rights. The units remain subject to additional time-based vesting requirements.
F5: The reporting person was awarded performance units in 2025 covering a three-year performance period ending December 31, 2027. The reporting person previously reported the minimum number of units subject to the award eligible to vest based on 2025 performance. The number of units reported reflects the additional minimum number of units eligible to vest as a result of the crediting of restricted stock units in respect of dividend equivalent rights. The units remain subject to additional time-based vesting requirements.
Kilroy Realty, L.P.
Report date January 22, 2024 · Filed January 23, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| No securities are beneficially ownedSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2024-01-22 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
VIVMARK RESIDENTIAL
Report date August 17, 2026 · Filed August 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted UnitsSEC Table II · derivative / convertible security · Expires 2036-08-17 | Direct | 2,710 |
Reported balance
After 2026-08-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-17 · Grant · Acquired 2,710 · Balance 2,710 F1: On August 17, 2026, the reporting person elected to receive a grant of Series 2026I restricted limited partnership interests ("RUs") in ERP Operating Limited Partnership (the "OP"), the operating partnership of Vivmark Residential (the "Company"), in connection with the Company's grant of long-term compensation for prospective service from August 17, 2026 to the 2027 Annual Meeting of Shareholders. F2: RUs are a class of partnership interest that automatically convert into an equal number of limited partnership interests of the OP ("OP Units") when the capital account related to the RUs reaches a specified target for federal income tax purposes (provided such target is reached within ten years of issuance). Subject to the vesting requirements of the grant and certain other restrictions, OP Units are exchangeable by the holder for common shares of the Company on a one-for-one basis or the cash value of such shares, at the Company's option. The RUs reflected in this report also include any OP Units into which such RUs automatically convert. F3: The RUs are scheduled to vest on August 17, 2027. In addition, the RUs (including any OP Units into which they may automatically convert) are subject to a holding restriction until August 17, 2028. |
Filing footnotes · ownership attribution and instrument terms
F1: On August 17, 2026, the reporting person elected to receive a grant of Series 2026I restricted limited partnership interests ("RUs") in ERP Operating Limited Partnership (the "OP"), the operating partnership of Vivmark Residential (the "Company"), in connection with the Company's grant of long-term compensation for prospective service from August 17, 2026 to the 2027 Annual Meeting of Shareholders.
F2: RUs are a class of partnership interest that automatically convert into an equal number of limited partnership interests of the OP ("OP Units") when the capital account related to the RUs reaches a specified target for federal income tax purposes (provided such target is reached within ten years of issuance). Subject to the vesting requirements of the grant and certain other restrictions, OP Units are exchangeable by the holder for common shares of the Company on a one-for-one basis or the cash value of such shares, at the Company's option. The RUs reflected in this report also include any OP Units into which such RUs automatically convert.
F3: The RUs are scheduled to vest on August 17, 2027. In addition, the RUs (including any OP Units into which they may automatically convert) are subject to a holding restriction until August 17, 2028.
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 |
|---|---|---|---|---|---|---|
| January 01, 2018 Filed Jan 3, 2018 23:54 UTC | Brixmor Property Group Inc. BRX · Entity 3583 | Tax withholdingCommon Stock | 1,178 | $18.66 | $21,981.48 |
DisclosureSEC source: 0001123292-18-000027 · edgar.xml · nonDerivative · entry 2 Aman Angela M · CIK 0001538554 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,931 F2 · shares: Reflects common shares surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 23:54 UTC | Brixmor Property Group Inc. BRX · Entity 3583 | Exercise / conversionCommon Stock | 2,788 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001123292-18-000027 · edgar.xml · nonDerivative · entry 1 Aman Angela M · CIK 0001538554 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,109 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted Stock Units convert into common stock on a one-for-one basis. Read SEC document |
| May 20, 2017 Filed Jan 4, 2019 00:27 UTC | Brixmor Property Group Inc. BRX · Entity 3583 | Tax withholdingCommon Stock | 4,354 | $18.65 | $81,202.10 |
DisclosureSEC source: 0001123292-19-000038 · edgar.xml · nonDerivative · entry 1 Aman Angela M · CIK 0001538554 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,850 Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 23:41 UTC | Brixmor Property Group Inc. BRX · Entity 3583 | GrantRestricted Stock Units · Derivative | 5,578 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-17-000548 · edgar.xml · derivative · entry 3 Aman Angela M · CIK 0001538554 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,578 Underlying: Common Stock · 5,578 shares Expires not disclosed F1 · derivative.exercise_price: Upon vesting, Restricted Stock Units convert into common stock on a one-for-one basis. F2 · date: The date of the transaction represents the date on which the performance criteria of a previously granted performance share award were determined to have been satisfied. F3 · shares: Represents the portion of the number of shares determined to have been earned based upon the performance criteria which are subject to additional time-based vesting criteria. Of the number of Restricted Stock Units reported 2,788 will vest on January 1, 2018 and 2,790 will vest on January 1, 2019, in each case subject to the continued employment of the reporting person through that date. F3 · derivative.exercise_date: Represents the portion of the number of shares determined to have been earned based upon the performance criteria which are subject to additional time-based vesting criteria. Of the number of Restricted Stock Units reported 2,788 will vest on January 1, 2018 and 2,790 will vest on January 1, 2019, in each case subject to the continued employment of the reporting person through that date. F3 · derivative.expiration_date: Represents the portion of the number of shares determined to have been earned based upon the performance criteria which are subject to additional time-based vesting criteria. Of the number of Restricted Stock Units reported 2,788 will vest on January 1, 2018 and 2,790 will vest on January 1, 2019, in each case subject to the continued employment of the reporting person through that date. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 23:41 UTC | Brixmor Property Group Inc. BRX · Entity 3583 | Tax withholdingCommon Stock | 2,149 | $23.34 | $50,157.66 |
DisclosureSEC source: 0001123292-17-000548 · edgar.xml · nonDerivative · entry 2 Aman Angela M · CIK 0001538554 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,321 Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 23:41 UTC | Brixmor Property Group Inc. BRX · Entity 3583 | GrantCommon Stock | 5,578 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001123292-17-000548 · edgar.xml · nonDerivative · entry 1 Aman Angela M · CIK 0001538554 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,470 F1 · price: Upon vesting, Restricted Stock Units convert into common stock on a one-for-one basis. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.