Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Pebblebrook Hotel TrustPEB · Entity 4520 | Director | March 02, 2026 | March 02, 2026 |
| SIMON PROPERTY GROUP INC.SPG · Entity 2946 | Director | September 30, 2026 | October 01, 2026 |
| 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.
Pebblebrook Hotel Trust
Report date March 02, 2026 · Filed March 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 3,876 |
Reported balance
After 2026-03-02 transaction · row 1
1 source rowRow 1 · 2026-03-02 · Grant · Acquired 3,876 · Balance 3,876 F1: Represents an initial grant of 3,876 restricted common shares. 1,292, 1,292 and 1,292 of the restricted common shares shall become vested and nonforfeitable, subject to the reporting person's continued service as a member of the board of the Issuer, on March 2, 2027, March 2, 2028 and March 2, 2029, respectively. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an initial grant of 3,876 restricted common shares. 1,292, 1,292 and 1,292 of the restricted common shares shall become vested and nonforfeitable, subject to the reporting person's continued service as a member of the board of the Issuer, on March 2, 2027, March 2, 2028 and March 2, 2029, respectively.
SIMON PROPERTY GROUP INC.
Report date September 30, 2026 · Filed October 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,229 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Purchase · Acquired 46 · Balance 4,229 F1: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan.
VIVMARK RESIDENTIAL
Report date August 17, 2026 · Filed August 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares Of Beneficial InterestSEC Table I · non-derivative | Direct | 3,404 |
Reported balance
After 2026-08-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-17 · Grant · Acquired 2,620 · Balance 3,404 F1: Represents restricted shares granted for prospective service from August 17, 2026 to the 2027 Annual Meeting of Shareholders, which are scheduled to vest on August 17, 2027. F2: Direct total includes restricted shares of Vivmark Residential (formerly known as Equity Residential) scheduled to vest in the future. |
| Common Shares Of Beneficial InterestSEC Table I · non-derivative | IndirectSERP Account | 9,493 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 9,493 F3: Represents shares owned by Principal Trust Company, as Trustee of the Equity Residential Supplemental Executive Retirement Plan (the "SERP"), for the benefit of the reporting person. Also includes restricted shares that the reporting person deferred to the SERP upon vesting of the shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted shares granted for prospective service from August 17, 2026 to the 2027 Annual Meeting of Shareholders, which are scheduled to vest on August 17, 2027.
F2: Direct total includes restricted shares of Vivmark Residential (formerly known as Equity Residential) scheduled to vest in the future.
F3: Represents shares owned by Principal Trust Company, as Trustee of the Equity Residential Supplemental Executive Retirement Plan (the "SERP"), for the benefit of the reporting person. Also includes restricted shares that the reporting person deferred to the SERP upon vesting of the shares.
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 |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 1, 2026 23:15 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | PurchaseCommon Stock | 46 | $202.78 | $9,327.88 |
DisclosureSEC source: 0002007895-26-000016 · form4-10012026_071057.xml · nonDerivative · entry 1 Jones Nina P · CIK 0002007895 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,229 F1 · kind: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. F1 · price: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. Read SEC document |
| August 17, 2026 Filed Aug 20, 2026 00:32 UTC | VIVMARK RESIDENTIAL VMRK · Entity 499 | GrantCommon Shares Of Beneficial Interest | 2,620 | $0.00 | $0.00 |
DisclosureSEC source: 0000906107-26-000053 · form4.xml · nonDerivative · entry 1 Jones Nina P · CIK 0002007895 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,404 F1 · shares: Represents restricted shares granted for prospective service from August 17, 2026 to the 2027 Annual Meeting of Shareholders, which are scheduled to vest on August 17, 2027. F2 · balance_after: Direct total includes restricted shares of Vivmark Residential (formerly known as Equity Residential) scheduled to vest in the future. Read SEC document |
| June 30, 2026 Filed Jul 1, 2026 17:45 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | PurchaseCommon Stock | 2 | $223.49 | $446.98 |
DisclosureSEC source: 0002007895-26-000014 · form4-07012026_050728.xml · nonDerivative · entry 2 Jones Nina P · CIK 0002007895 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,183 Read SEC document |
| June 30, 2026 Filed Jul 1, 2026 17:45 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | PurchaseCommon Stock | 41 | $223.14 | $9,148.74 |
DisclosureSEC source: 0002007895-26-000014 · form4-07012026_050728.xml · nonDerivative · entry 1 Jones Nina P · CIK 0002007895 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,181 F1 · kind: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. F1 · price: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. Read SEC document |
| June 18, 2026 Filed Jun 23, 2026 20:26 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 3,276 | $0.00 | $0.00 |
DisclosureSEC source: 0000906107-26-000026 · form4.xml · nonDerivative · entry 1 Jones Nina P · CIK 0002007895 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,182 F1 · shares: Represents restricted shares granted for prospective service from the 2026 Annual Meeting of Shareholders, which are scheduled to vest on June 18, 2027. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| May 13, 2026 Filed May 15, 2026 14:54 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | GrantCommon Stock | 1,073 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002007895-26-000012 · form4-05152026_020542.xml · nonDerivative · entry 1 Jones Nina P · CIK 0002007895 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,140 F1 · kind: Non-cash compensation - Award of restricted stock under the Simon Property Group, L.P. 2019 Stock Incentive Plan. The restricted stock vests one year after the award. F1 · price: Non-cash compensation - Award of restricted stock under the Simon Property Group, L.P. 2019 Stock Incentive Plan. The restricted stock vests one year after the award. Read SEC document |
| March 31, 2026 Filed Apr 1, 2026 19:48 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | PurchaseCommon Stock | 36 | $183.80 | $6,616.80 |
DisclosureSEC source: 0002007895-26-000010 · form4-04012026_070414.xml · nonDerivative · entry 1 Jones Nina P · CIK 0002007895 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,067 F1 · kind: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. F1 · price: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. Read SEC document |
| March 02, 2026 Filed Mar 2, 2026 22:17 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | GrantCommon Shares | 3,876 | $0.00 | $0.00 |
DisclosureSEC source: 0002007895-26-000008 · wk-form4_1772489837.xml · nonDerivative · entry 1 Jones Nina P · CIK 0002007895 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,876 F1 · shares: Represents an initial grant of 3,876 restricted common shares. 1,292, 1,292 and 1,292 of the restricted common shares shall become vested and nonforfeitable, subject to the reporting person's continued service as a member of the board of the Issuer, on March 2, 2027, March 2, 2028 and March 2, 2029, respectively. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 19:21 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | PurchaseCommon Stock | 35 | $186.00 | $6,510.00 |
DisclosureSEC source: 0002007895-26-000002 · form4-01052026_070136.xml · nonDerivative · entry 1 Jones Nina P · CIK 0002007895 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,031 F1 · kind: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. F1 · price: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. Read SEC document |
| September 30, 2025 Filed Oct 1, 2025 20:51 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | PurchaseCommon Stock | 34 | $185.95 | $6,322.30 |
DisclosureSEC source: 0002007895-25-000005 · form4-10012025_081010.xml · nonDerivative · entry 1 Jones Nina P · CIK 0002007895 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,996 F1 · kind: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. F1 · price: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 20:18 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 3,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-018882 · form4.xml · nonDerivative · entry 1 Jones Nina P · CIK 0002007895 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,906 F1 · shares: Represents restricted shares granted for prospective service from the 2025 Annual Meeting of Shareholders to the 2026 Annual Meeting of Shareholders which are scheduled to vest on July 1, 2026. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| June 30, 2025 Filed Jul 1, 2025 20:16 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | PurchaseCommon Stock | 38 | $159.29 | $6,053.02 |
DisclosureSEC source: 0001415889-25-018691 · form4-07012025_080706.xml · nonDerivative · entry 1 Jones Nina P · CIK 0002007895 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,962 F1 · kind: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. F1 · price: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. Read SEC document |
| May 14, 2025 Filed May 16, 2025 15:13 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | GrantCommon Stock | 1,161 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-013318 · form4-05162025_030513.xml · nonDerivative · entry 1 Jones Nina P · CIK 0002007895 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,924 F1 · kind: Non-cash compensation - Award of restricted stock under the Simon Property Group, L.P. 2019 Stock Incentive Plan. The restricted stock vests one year after the award. F1 · price: Non-cash compensation - Award of restricted stock under the Simon Property Group, L.P. 2019 Stock Incentive Plan. The restricted stock vests one year after the award. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 15:06 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | PurchaseCommon Stock | 22 | $164.80 | $3,625.60 |
DisclosureSEC source: 0001415889-25-009572 · form4-04022025_030419.xml · nonDerivative · entry 1 Jones Nina P · CIK 0002007895 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,763 F1 · kind: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. F1 · price: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. Read SEC document |
| December 30, 2024 Filed Jan 2, 2025 17:59 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | PurchaseCommon Stock | 21 | $168.59 | $3,540.39 |
DisclosureSEC source: 0001415889-25-000039 · form4-01022025_050141.xml · nonDerivative · entry 1 Jones Nina P · CIK 0002007895 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,741 F1 · kind: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. F1 · price: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. Read SEC document |
| September 30, 2024 Filed Oct 1, 2024 18:27 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | PurchaseCommon Stock | 20 | $167.30 | $3,346.00 |
DisclosureSEC source: 0001415889-24-024157 · form4-10012024_061021.xml · nonDerivative · entry 1 Jones Nina P · CIK 0002007895 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,720 F1 · kind: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. F1 · price: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. Read SEC document |
| June 28, 2024 Filed Jul 2, 2024 14:37 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | PurchaseCommon Stock | 22 | $150.17 | $3,303.74 |
DisclosureSEC source: 0001415889-24-018753 · form4-07022024_020754.xml · nonDerivative · entry 1 Jones Nina P · CIK 0002007895 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,700 F1 · kind: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. F1 · price: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 20:18 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 3,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-019152 · form4.xml · nonDerivative · entry 1 Jones Nina P · CIK 0002007895 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,879 F1 · shares: Represents restricted shares granted for prospective service from the 2024 Annual Meeting of Shareholders to the 2025 Annual Meeting of Shareholders which are scheduled to vest on June 20, 2025. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| May 08, 2024 Filed May 9, 2024 18:04 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | GrantCommon Stock | 1,277 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-012692 · form4-05092024_060529.xml · nonDerivative · entry 1 Jones Nina P · CIK 0002007895 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,678 F1 · kind: Non-cash compensation - Award of restricted stock under the Simon Property Group, L.P. 2019 Stock Incentive Plan. The restricted stock vests one year after the award. F1 · price: Non-cash compensation - Award of restricted stock under the Simon Property Group, L.P. 2019 Stock Incentive Plan. The restricted stock vests one year after the award. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 19:54 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | PurchaseCommon Stock | 5 | $154.19 | $770.95 |
DisclosureSEC source: 0001415889-24-009731 · form4-04022024_070404.xml · nonDerivative · entry 1 Jones Nina P · CIK 0002007895 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 401 F1 · kind: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. F1 · price: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. Read SEC document |
| March 19, 2024 Filed Mar 21, 2024 20:18 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 784 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010907 · form4.xml · nonDerivative · entry 1 Jones Nina P · CIK 0002007895 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 784 F1 · shares: Represents restricted shares granted for prospective service from March 19, 2024 to the 2024 Annual Meeting of Shareholders which are scheduled to vest on March 19, 2025. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| January 11, 2024 Filed Jan 11, 2024 21:46 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | GrantCommon Stock | 396 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-000999 · form4-01112024_090156.xml · nonDerivative · entry 1 Jones Nina P · CIK 0002007895 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 396 F1 · kind: Non-cash compensation - Award of restricted stock under the Simon Property Group, L.P. 2019 Stock Incentive Plan. The restricted stock vests on 1/11/2025. F1 · price: Non-cash compensation - Award of restricted stock under the Simon Property Group, L.P. 2019 Stock Incentive Plan. The restricted stock vests on 1/11/2025. 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.