Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICOLD REALTY TRUSTCOLD · Entity 4019 | Director | May 18, 2026 | May 20, 2026 |
| Brookfield Property REIT Inc.GGP · Entity 136893 | Director | January 03, 2017 | January 05, 2017 |
| VIVMARK RESIDENTIALVMRK · Entity 499 | Director | September 09, 2026 | September 11, 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.
AMERICOLD REALTY TRUST
Report date May 18, 2026 · Filed May 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Operating Partnership Profits UnitsSEC Table II · derivative / convertible security | Direct | 12,422 |
Reported balance
After 2026-05-18 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-18 · Grant · Acquired 12,422 · Balance 12,422 F1: Represents OP Profits Units ("OP Profits Units") of Americold Realty Operating Partnership, L.P. ("Operating Partnership"), which vest on the earlier of the first anniversary of the grant date or the date of the next annual meeting of Americold Realty Trust, Inc. stockholders following the grant date. The OP Profits Units were issued to the reporting person pursuant to the Americold Realty Trust 2017 Equity Incentive Plan. F2: Conditioned upon minimum allocations to the capital accounts of the OP Profits Units for federal income tax purposes, each vested OP Profits Unit may be converted, at the election of the holder, into a common unit of limited partnership interest in the Operating Partnership (a "Common Unit"). Each Common Unit acquired upon conversion of a vested OP Profits Unit may, at the election of the holder, be presented for redemption for cash equal to the then fair market value of a share of Americold Realty Trust, Inc. (the "Company") common stock (the "Common Stock"), except that the Company may, at its election, acquire each Common Unit so presented for one share of Common Stock. The rights to convert vested OP Profits Units into Common Units and redeem Common Units have no expiration dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents OP Profits Units ("OP Profits Units") of Americold Realty Operating Partnership, L.P. ("Operating Partnership"), which vest on the earlier of the first anniversary of the grant date or the date of the next annual meeting of Americold Realty Trust, Inc. stockholders following the grant date. The OP Profits Units were issued to the reporting person pursuant to the Americold Realty Trust 2017 Equity Incentive Plan.
F2: Conditioned upon minimum allocations to the capital accounts of the OP Profits Units for federal income tax purposes, each vested OP Profits Unit may be converted, at the election of the holder, into a common unit of limited partnership interest in the Operating Partnership (a "Common Unit"). Each Common Unit acquired upon conversion of a vested OP Profits Unit may, at the election of the holder, be presented for redemption for cash equal to the then fair market value of a share of Americold Realty Trust, Inc. (the "Company") common stock (the "Common Stock"), except that the Company may, at its election, acquire each Common Unit so presented for one share of Common Stock. The rights to convert vested OP Profits Units into Common Units and redeem Common Units have no expiration dates.
Brookfield Property REIT Inc.
Report date January 03, 2017 · Filed January 05, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 63,212 |
Reported balance
After 2017-01-03 transaction · row 1
1 source rowRow 1 · 2017-01-03 · Grant · Acquired 7,883 · Balance 63,212 F1: Represents the grant of restricted stock to the reporting person under the General Growth Properties, Inc. 2010 Equity Incentive Plan. The grant vests in 25% increments on each of March 31, 2017, June 30, 2017, September 30, 2017 and December 31, 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of restricted stock to the reporting person under the General Growth Properties, Inc. 2010 Equity Incentive Plan. The grant vests in 25% increments on each of March 31, 2017, June 30, 2017, September 30, 2017 and December 31, 2017.
VIVMARK RESIDENTIAL
Report date September 09, 2026 · Filed September 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Operating Partnership UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectLLC | 86,745 |
Reported balance
After 2026-09-09 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-09 · Gift · Disposed 1,325 · Balance 86,745 F1: This transaction involved a gift of OP Units by a limited liability company of which the reporting person is the manager to a grantor retained annuity trust for the benefit of the reporting person. F2: The OP Units reflected in this report are previously reported Restricted Units which have automatically converted to OP Units per their terms. The OP Units do not expire and are fully vested, transferable and can be exchanged by the holder for common shares of Vivmark Residential (the "Company") on a one-for-one basis or, at the Company's option, for the cash value of such shares. F3: Represents OP Units beneficially owned by a limited liability company, of which the reporting person is the manager. |
| Operating Partnership UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectLLC | 85,420 |
Reported balance
After 2026-09-09 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-09-09 · Gift · Disposed 1,325 · Balance 85,420 F1: This transaction involved a gift of OP Units by a limited liability company of which the reporting person is the manager to a grantor retained annuity trust for the benefit of the reporting person. F2: The OP Units reflected in this report are previously reported Restricted Units which have automatically converted to OP Units per their terms. The OP Units do not expire and are fully vested, transferable and can be exchanged by the holder for common shares of Vivmark Residential (the "Company") on a one-for-one basis or, at the Company's option, for the cash value of such shares. F3: Represents OP Units beneficially owned by a limited liability company, of which the reporting person is the manager. |
| Operating Partnership UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Indirect2020 DN GRAT | 1,333 |
Reported balance
After 2026-09-09 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-09 · Gift · Acquired 1,325 · Balance 1,333 F2: The OP Units reflected in this report are previously reported Restricted Units which have automatically converted to OP Units per their terms. The OP Units do not expire and are fully vested, transferable and can be exchanged by the holder for common shares of Vivmark Residential (the "Company") on a one-for-one basis or, at the Company's option, for the cash value of such shares. F4: Represents OP Units beneficially owned by a grantor retained annuity trust for the benefit of the reporting person. |
| Operating Partnership UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Indirect2020 DN GRAT | 11 |
Reported balance
After 2026-09-09 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-09 · Gift · Disposed 1,322 · Balance 11 F5: This transaction involved a gift of OP Units by a grantor retained annuity trust to the reporting person. F2: The OP Units reflected in this report are previously reported Restricted Units which have automatically converted to OP Units per their terms. The OP Units do not expire and are fully vested, transferable and can be exchanged by the holder for common shares of Vivmark Residential (the "Company") on a one-for-one basis or, at the Company's option, for the cash value of such shares. F4: Represents OP Units beneficially owned by a grantor retained annuity trust for the benefit of the reporting person. |
| Operating Partnership UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 426,412 |
Reported balance
After 2026-09-09 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-09-09 · Gift · Acquired 1,322 · Balance 426,412 F2: The OP Units reflected in this report are previously reported Restricted Units which have automatically converted to OP Units per their terms. The OP Units do not expire and are fully vested, transferable and can be exchanged by the holder for common shares of Vivmark Residential (the "Company") on a one-for-one basis or, at the Company's option, for the cash value of such shares. |
| Operating Partnership UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 427,389 |
Reported balance
After 2026-09-09 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-09-09 · Gift · Acquired 977 · Balance 427,389 F2: The OP Units reflected in this report are previously reported Restricted Units which have automatically converted to OP Units per their terms. The OP Units do not expire and are fully vested, transferable and can be exchanged by the holder for common shares of Vivmark Residential (the "Company") on a one-for-one basis or, at the Company's option, for the cash value of such shares. |
| Operating Partnership UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Indirect2020A DN GRAT | 2,752 |
Reported balance
After 2026-09-09 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-09-09 · Gift · Acquired 1,325 · Balance 2,752 F2: The OP Units reflected in this report are previously reported Restricted Units which have automatically converted to OP Units per their terms. The OP Units do not expire and are fully vested, transferable and can be exchanged by the holder for common shares of Vivmark Residential (the "Company") on a one-for-one basis or, at the Company's option, for the cash value of such shares. F4: Represents OP Units beneficially owned by a grantor retained annuity trust for the benefit of the reporting person. |
| Operating Partnership UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Indirect2020A DN GRAT | 1,775 |
Reported balance
After 2026-09-09 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-09-09 · Gift · Disposed 977 · Balance 1,775 F5: This transaction involved a gift of OP Units by a grantor retained annuity trust to the reporting person. F2: The OP Units reflected in this report are previously reported Restricted Units which have automatically converted to OP Units per their terms. The OP Units do not expire and are fully vested, transferable and can be exchanged by the holder for common shares of Vivmark Residential (the "Company") on a one-for-one basis or, at the Company's option, for the cash value of such shares. F4: Represents OP Units beneficially owned by a grantor retained annuity trust for the benefit of the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction involved a gift of OP Units by a limited liability company of which the reporting person is the manager to a grantor retained annuity trust for the benefit of the reporting person.
F2: The OP Units reflected in this report are previously reported Restricted Units which have automatically converted to OP Units per their terms. The OP Units do not expire and are fully vested, transferable and can be exchanged by the holder for common shares of Vivmark Residential (the "Company") on a one-for-one basis or, at the Company's option, for the cash value of such shares.
F3: Represents OP Units beneficially owned by a limited liability company, of which the reporting person is the manager.
F4: Represents OP Units beneficially owned by a grantor retained annuity trust for the benefit of the reporting person.
F5: This transaction involved a gift of OP Units by a grantor retained annuity trust to the reporting person.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Public Storage
Report date May 07, 2024 · Filed May 09, 2024
Section 16 reporting ended · disclosed 2024-05-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 1,725 |
Reported balance
After 2024-05-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-05-07 · Grant · Acquired 60 · Balance 1,725 F1: In connection with the conclusion of his service as a trustee, on May 7, 2024, the reporting person received a grant of fully-vested deferred share units pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2021 Equity and Performance-Based Incentive Compensation Plan. Each deferred share unit represents the right to receive one Company common share. The number of deferred share units granted represents the quotient of the dollar amount of the portion of the cash retainers the reporting person has earned for the second quarter of 2024, pro rated through May 7, 2024, and elected to be paid in deferred share units, divided by the Company's closing share price on the grant date, rounded up to the nearest deferred share unit. [footnote continues] F2: [footnote continued] The deferred share units will be settled in unrestricted common shares (i) in a lump sum on January 1st of the calendar year following the tenth anniversary of the grant date or (ii) in a lump sum upon the reporting person's earlier death or disability or upon an earlier change of control of the Company. F3: Includes 1,725 deferred share units. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $223.61 · Expires 2030-12-31 | Direct | 0 |
Reported balance
After 2024-05-07 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-05-07 · Disposition to issuer · Disposed 15,491 · Balance 0 F4: This option was previously reported as an option for 15,000 common shares, par value $0.10 per share ("Common Shares"), of Public Storage (the "Company") at an exercise price of $230.93, but, pursuant to antidilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On May 7, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "First 2021 Canceled Option"). F5: This option became exercisable as to one-third on each of the first, second, and third anniversaries of the grant date. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $266.40 · Expires 2031-04-25 | Direct | 0 |
Reported balance
After 2024-05-07 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-05-07 · Disposition to issuer · Disposed 5,163 · Balance 0 F7: This option was previously reported as an option for 5,000 Common Shares at an exercise price of $275.12, but, pursuant to anti-dilution provisions of the Company's 2021 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On May 7, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "Second 2021 Canceled Option"). F5: This option became exercisable as to one-third on each of the first, second, and third anniversaries of the grant date. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $386.32 · Expires 2032-04-27 | Direct | 0 |
Reported balance
After 2024-05-07 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-05-07 · Disposition to issuer · Disposed 5,163 · Balance 0 F9: This option was previously reported as an option for 5,000 Common Shares at an exercise price of $398.97, but, pursuant to anti-dilution provisions of the Company's 2021 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On May 7, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2022 Canceled Option"). F10: This option becomes exercisable as to one-third on each of the first, second, and third anniversaries of the grant date. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $286.81 · Expires 2033-05-01 | Direct | 0 |
Reported balance
After 2024-05-07 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2024-05-07 · Disposition to issuer · Disposed 5,000 · Balance 0 F13: On May 7, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2023 Canceled Option"). F10: This option becomes exercisable as to one-third on each of the first, second, and third anniversaries of the grant date. |
| AO LTIP UnitsSEC Table II · derivative / convertible security · Expires 2030-12-31 | Direct | 15,491 |
Reported balance
After 2024-05-07 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-05-07 · Grant · Acquired 15,491 · Balance 15,491 F6: In exchange for the First 2021 Canceled Option, the reporting person received a replacement award of membership interests in Public Storage OP, L.P. ("Public Storage OP") designated as AO LTIP Units ("AO LTIP Units"), which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units ("LTIP Units") of Public Storage OP, which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Common Units in Public Storage OP ("OP Units"). The OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. |
| AO LTIP UnitsSEC Table II · derivative / convertible security · Expires 2031-04-25 | Direct | 5,163 |
Reported balance
After 2024-05-07 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-05-07 · Grant · Acquired 5,163 · Balance 5,163 F8: In exchange for the Second 2021 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. |
| AO LTIP UnitsSEC Table II · derivative / convertible security · Expires 2032-04-27 | Direct | 5,163 |
Reported balance
After 2024-05-07 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2024-05-07 · Grant · Acquired 5,163 · Balance 5,163 F11: In exchange for the 2022 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F12: In connection with the conclusion of his service as a trustee on May 7, 2024, one-third (1,741 AO LTIP Units) of this award remained unvested and was canceled. |
| AO LTIP UnitsSEC Table II · derivative / convertible security · Expires 2033-05-01 | Direct | 5,000 |
Reported balance
After 2024-05-07 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2024-05-07 · Grant · Acquired 5,000 · Balance 5,000 F14: In exchange for the 2023 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F15: In connection with the conclusion of his service as a trustee on May 7, 2024, two-thirds (3,333 AO LTIP Units) of this award remained unvested and was canceled. |
Filing footnotes · ownership attribution and instrument terms
F1: In connection with the conclusion of his service as a trustee, on May 7, 2024, the reporting person received a grant of fully-vested deferred share units pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2021 Equity and Performance-Based Incentive Compensation Plan. Each deferred share unit represents the right to receive one Company common share. The number of deferred share units granted represents the quotient of the dollar amount of the portion of the cash retainers the reporting person has earned for the second quarter of 2024, pro rated through May 7, 2024, and elected to be paid in deferred share units, divided by the Company's closing share price on the grant date, rounded up to the nearest deferred share unit. [footnote continues]
F2: [footnote continued] The deferred share units will be settled in unrestricted common shares (i) in a lump sum on January 1st of the calendar year following the tenth anniversary of the grant date or (ii) in a lump sum upon the reporting person's earlier death or disability or upon an earlier change of control of the Company.
F3: Includes 1,725 deferred share units.
F4: This option was previously reported as an option for 15,000 common shares, par value $0.10 per share ("Common Shares"), of Public Storage (the "Company") at an exercise price of $230.93, but, pursuant to antidilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On May 7, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "First 2021 Canceled Option").
F5: This option became exercisable as to one-third on each of the first, second, and third anniversaries of the grant date.
F6: In exchange for the First 2021 Canceled Option, the reporting person received a replacement award of membership interests in Public Storage OP, L.P. ("Public Storage OP") designated as AO LTIP Units ("AO LTIP Units"), which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units ("LTIP Units") of Public Storage OP, which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Common Units in Public Storage OP ("OP Units"). The OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company.
F7: This option was previously reported as an option for 5,000 Common Shares at an exercise price of $275.12, but, pursuant to anti-dilution provisions of the Company's 2021 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On May 7, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "Second 2021 Canceled Option").
F8: In exchange for the Second 2021 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company.
F9: This option was previously reported as an option for 5,000 Common Shares at an exercise price of $398.97, but, pursuant to anti-dilution provisions of the Company's 2021 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On May 7, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2022 Canceled Option").
F10: This option becomes exercisable as to one-third on each of the first, second, and third anniversaries of the grant date.
F11: In exchange for the 2022 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company.
F12: In connection with the conclusion of his service as a trustee on May 7, 2024, one-third (1,741 AO LTIP Units) of this award remained unvested and was canceled.
F13: On May 7, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2023 Canceled Option").
F14: In exchange for the 2023 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company.
F15: In connection with the conclusion of his service as a trustee on May 7, 2024, two-thirds (3,333 AO LTIP Units) of this award remained unvested and was canceled.
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 28, 2022 Filed May 2, 2022 20:10 UTC | Public Storage PSA · Entity 1436 | GrantStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $398.97 | $0.00 |
DisclosureSEC source: 0001062993-22-011199 · form4.xml · derivative · entry 1 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2032-04-28 F1 · security: Stock Option granted pursuant to the 2021 Equity and Performance-Based Incentive Compensation Plan. Option vests in three (3) equal annual installments beginning one (1) year from the grant date. F2 · derivative.exercise_date: This option to purchase 5,000 shares of common stock becomes exercisable as to one-third on each of April 28, 2023, 2024, and 2025. Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 23:54 UTC | Public Storage PSA · Entity 1436 | GrantCommon Stock | 100 | $390.28 | $39,028.00 |
DisclosureSEC source: 0001567619-22-008023 · doc1.xml · nonDerivative · entry 1 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 622 F1 · shares: Grant of fully-vested deferred stock units pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2021 Equity and Performance-Based Incentive Compensation Plan. Each deferred stock unit represents the right to receive one share of the Company's common stock. The number of deferred stock units granted represents the quotient of the dollar amount of the cash retainers the reporting person has earned for the applicable calendar quarter, divided by the Company's closing stock price on the grant date, rounded up to the nearest deferred stock unit. The deferred stock units will be settled in shares of unrestricted common stock (i) in a lump sum on January 1st of the calendar year following the reporting person's separation from service as a trustee or (ii) in a lump sum upon the reporting person's earlier death or disability or upon an earlier change of control of the Company. F2 · balance_after: Includes 622 deferred stock units. Read SEC document |
| February 03, 2022 Filed Feb 7, 2022 21:20 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 100,000 | $0.00 Strike: $46.72 | $0.00 |
DisclosureSEC source: 0001127602-22-003522 · form4.xml · derivative · entry 6 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · NSP LLC Disclosed balance after: 69,473 Underlying: Common Shares Of Beneficial Interest · 100,000 shares Expires 2023-02-07 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. F5 · derivative.exercise_date: Represents options which vested in approximately three equal installments on February 7, 2014, February 7, 2015 and February 7, 2016. F1 · ownership.nature: Represents shares beneficially owned by a limited liability company, of which the reporting person is the sole member. Read SEC document |
| February 03, 2022 Filed Feb 7, 2022 21:20 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 100,000 | $92.01 | $9,201,000.00 |
DisclosureSEC source: 0001127602-22-003522 · form4.xml · nonDerivative · entry 2 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · NSP LLC Disclosed balance after: 0 F2 · price: The price represents the weighted average price of the shares sold. The shares were sold within a range of $92.00 to $92.10. The reporting person will provide, upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares sold at each separate price. F1 · balance_after: Represents shares beneficially owned by a limited liability company, of which the reporting person is the sole member. Read SEC document |
| February 03, 2022 Filed Feb 7, 2022 21:20 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 100,000 | $46.72 | $4,672,000.00 |
DisclosureSEC source: 0001127602-22-003522 · form4.xml · nonDerivative · entry 1 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · NSP LLC Disclosed balance after: 100,000 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: Represents shares beneficially owned by a limited liability company, of which the reporting person is the sole member. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 01:41 UTC | Public Storage PSA · Entity 1436 | GrantCommon Stock | 104 | $374.56 | $38,954.24 |
DisclosureSEC source: 0001567619-22-000110 · doc1.xml · nonDerivative · entry 1 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 522 F1 · shares: Grant of fully-vested deferred stock units pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2021 Equity and Performance-Based Incentive Compensation Plan. Each deferred stock unit represents the right to receive one share of the Company's common stock. The number of deferred stock units granted represents the quotient of the dollar amount of the cash retainers the reporting person has earned for the applicable calendar quarter, divided by the Company's closing stock price on the grant date, rounded up to the nearest deferred stock unit. The deferred stock units will be settled in shares of unrestricted common stock (i) in a lump sum on January 1st of the calendar year following the reporting person's separation from service as a trustee or (ii) in a lump sum upon the reporting person's earlier death or disability or upon an earlier change of control of the Company. F2 · balance_after: Includes 522 deferred stock units. Read SEC document |
| November 24, 2021 Filed Nov 29, 2021 21:05 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 67,941 | $0.00 Strike: $51.34 | $0.00 |
DisclosureSEC source: 0000899243-21-046207 · doc4.xml · derivative · entry 5 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Limited Partnership Disclosed balance after: 0 Underlying: Common Shares Of Beneficial Interest · 67,941 shares Expires 2022-02-03 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 · derivative.exercise_date: Represents options which vested in three equal installments on February 3, 2013, February 3, 2014 and February 3, 2015. F1 · ownership.nature: Represents shares beneficially owned by a family limited partnership, of which the reporting person is the general partner. Read SEC document |
| November 24, 2021 Filed Nov 29, 2021 21:05 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 67,941 | $88.00 | $5,978,808.00 |
DisclosureSEC source: 0000899243-21-046207 · doc4.xml · nonDerivative · entry 2 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Limited Partnership Disclosed balance after: 2,874 F1 · balance_after: Represents shares beneficially owned by a family limited partnership, of which the reporting person is the general partner. Read SEC document |
| November 24, 2021 Filed Nov 29, 2021 21:05 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 67,941 | $51.34 | $3,488,090.94 |
DisclosureSEC source: 0000899243-21-046207 · doc4.xml · nonDerivative · entry 1 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Limited Partnership Disclosed balance after: 70,815 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: Represents shares beneficially owned by a family limited partnership, of which the reporting person is the general partner. Read SEC document |
| November 18, 2021 Filed Nov 19, 2021 21:21 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 10,026 | $0.00 Strike: $51.34 | $0.00 |
DisclosureSEC source: 0001127602-21-029691 · form4.xml · derivative · entry 5 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Limited Partnership Disclosed balance after: 67,941 Underlying: Common Shares Of Beneficial Interest · 10,026 shares Expires 2022-02-03 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 · derivative.exercise_date: Represents options which vested in three equal installments on February 3, 2013, February 3, 2014 and February 3, 2015. F1 · ownership.nature: Represents shares beneficially owned by a family limited partnership, of which the reporting person is the general partner. Read SEC document |
| November 18, 2021 Filed Nov 19, 2021 21:21 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 10,026 | $88.01 | $882,388.26 |
DisclosureSEC source: 0001127602-21-029691 · form4.xml · nonDerivative · entry 2 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Limited Partnership Disclosed balance after: 2,874 F2 · price: The price represents the weighted average price of the shares sold. The shares were sold within a range of $88.00 to $88.04. The reporting person will provide, upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares sold at each separate price. F1 · balance_after: Represents shares beneficially owned by a family limited partnership, of which the reporting person is the general partner. Read SEC document |
| November 18, 2021 Filed Nov 19, 2021 21:21 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 10,026 | $51.34 | $514,734.84 |
DisclosureSEC source: 0001127602-21-029691 · form4.xml · nonDerivative · entry 1 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Limited Partnership Disclosed balance after: 12,900 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: Represents shares beneficially owned by a family limited partnership, of which the reporting person is the general partner. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 21:14 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 39,674 | $0.00 Strike: $51.34 | $0.00 |
DisclosureSEC source: 0001127602-21-029429 · form4.xml · derivative · entry 5 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Limited Partnership Disclosed balance after: 77,967 Underlying: Common Shares Of Beneficial Interest · 39,674 shares Expires 2022-02-03 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 · derivative.exercise_date: Represents options which vested in three equal installments on February 3, 2013, February 3, 2014 and February 3, 2015. F1 · ownership.nature: Represents shares beneficially owned by a family limited partnership, of which the reporting person is the general partner. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 21:14 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 39,674 | $88.00 | $3,491,312.00 |
DisclosureSEC source: 0001127602-21-029429 · form4.xml · nonDerivative · entry 2 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Limited Partnership Disclosed balance after: 2,874 F2 · price: The price represents the weighted average price of the shares sold. The shares were sold within a range of $88.00 to $88.02. The reporting person will provide, upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares sold at each separate price. F1 · balance_after: Represents shares beneficially owned by a family limited partnership, of which the reporting person is the general partner. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 21:14 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 39,674 | $51.34 | $2,036,863.16 |
DisclosureSEC source: 0001127602-21-029429 · form4.xml · nonDerivative · entry 1 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Limited Partnership Disclosed balance after: 42,548 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: Represents shares beneficially owned by a family limited partnership, of which the reporting person is the general partner. Read SEC document |
| October 29, 2021 Filed Nov 1, 2021 20:12 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 300 | $0.00 Strike: $51.34 | $0.00 |
DisclosureSEC source: 0001127602-21-027950 · form4.xml · derivative · entry 8 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Limited Partnership Disclosed balance after: 117,641 Underlying: Common Shares Of Beneficial Interest · 300 shares Expires 2022-02-03 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 · derivative.exercise_date: Represents options which vested in three equal installments on February 3, 2013, February 3, 2014 and February 3, 2015. F1 · ownership.nature: Represents shares beneficially owned by a family limited partnership, of which the reporting person is the general partner. Read SEC document |
| October 29, 2021 Filed Nov 1, 2021 20:12 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 300 | $88.00 | $26,400.00 |
DisclosureSEC source: 0001127602-21-027950 · form4.xml · nonDerivative · entry 4 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Limited Partnership Disclosed balance after: 2,874 F1 · balance_after: Represents shares beneficially owned by a family limited partnership, of which the reporting person is the general partner. Read SEC document |
| October 29, 2021 Filed Nov 1, 2021 20:12 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 300 | $51.34 | $15,402.00 |
DisclosureSEC source: 0001127602-21-027950 · form4.xml · nonDerivative · entry 3 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Limited Partnership Disclosed balance after: 3,174 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: Represents shares beneficially owned by a family limited partnership, of which the reporting person is the general partner. Read SEC document |
| October 28, 2021 Filed Nov 1, 2021 20:12 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 50,000 | $0.00 Strike: $51.34 | $0.00 |
DisclosureSEC source: 0001127602-21-027950 · form4.xml · derivative · entry 7 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Limited Partnership Disclosed balance after: 117,941 Underlying: Common Shares Of Beneficial Interest · 50,000 shares Expires 2022-02-03 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 · derivative.exercise_date: Represents options which vested in three equal installments on February 3, 2013, February 3, 2014 and February 3, 2015. F1 · ownership.nature: Represents shares beneficially owned by a family limited partnership, of which the reporting person is the general partner. Read SEC document |
| October 28, 2021 Filed Nov 1, 2021 20:12 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 50,000 | $87.53 | $4,376,500.00 |
DisclosureSEC source: 0001127602-21-027950 · form4.xml · nonDerivative · entry 2 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Limited Partnership Disclosed balance after: 2,874 F2 · price: The price represents the weighted average price of the shares sold. The shares were sold within a range of $87.50 to $87.75. The reporting person will provide, upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares sold at each separate price. F1 · balance_after: Represents shares beneficially owned by a family limited partnership, of which the reporting person is the general partner. Read SEC document |
| October 28, 2021 Filed Nov 1, 2021 20:12 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 50,000 | $51.34 | $2,567,000.00 |
DisclosureSEC source: 0001127602-21-027950 · form4.xml · nonDerivative · entry 1 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Limited Partnership Disclosed balance after: 52,874 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: Represents shares beneficially owned by a family limited partnership, of which the reporting person is the general partner. Read SEC document |
| September 30, 2021 Filed Oct 4, 2021 18:50 UTC | Public Storage PSA · Entity 1436 | GrantCommon Stock | 131 | $297.10 | $38,920.10 |
DisclosureSEC source: 0001123292-21-001319 · edgar.xml · nonDerivative · entry 1 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 418 F1 · shares: Grant of fully-vested deferred stock units pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2016 Equity and Performance-Based Incentive Compensation Plan. Each deferred stock unit represents the right to receive one share of the Company's common stock. The number of deferred stock units granted represents the quotient of the dollar amount of the cash retainers the reporting person has earned for the applicable calendar quarter, divided by the Company's closing stock price on the grant date, rounded up to the nearest deferred stock unit. The deferred stock units will be settled in shares of unrestricted common stock (i) in a lump sum on January 1st of the calendar year following the reporting person's separation from service as a trustee or (ii) in a lump sum upon the reporting person's earlier death or disability or upon an earlier change of control of the Company. F2 · balance_after: Includes 418 deferred stock units. Read SEC document |
| September 02, 2021 Filed Sep 7, 2021 20:12 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 24,757 | $0.00 Strike: $51.34 | $0.00 |
DisclosureSEC source: 0001127602-21-024947 · form4.xml · derivative · entry 5 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Limited Partnership Disclosed balance after: 167,941 Underlying: Common Shares Of Beneficial Interest · 24,757 shares Expires 2022-02-03 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 · derivative.exercise_date: Represents options which vested in three equal installments on February 3, 2013, February 3, 2014 and February 3, 2015. F1 · ownership.nature: Represents shares beneficially owned by a family limited partnership, of which the reporting person is the general partner. Read SEC document |
| September 02, 2021 Filed Sep 7, 2021 20:12 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 24,757 | $86.00 | $2,129,102.00 |
DisclosureSEC source: 0001127602-21-024947 · form4.xml · nonDerivative · entry 2 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Limited Partnership Disclosed balance after: 2,874 F1 · balance_after: Represents shares beneficially owned by a family limited partnership, of which the reporting person is the general partner. Read SEC document |
| September 02, 2021 Filed Sep 7, 2021 20:12 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 24,757 | $51.34 | $1,271,024.38 |
DisclosureSEC source: 0001127602-21-024947 · form4.xml · nonDerivative · entry 1 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Limited Partnership Disclosed balance after: 27,631 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: Represents shares beneficially owned by a family limited partnership, of which the reporting person is the general partner. Read SEC document |
| September 01, 2021 Filed Sep 2, 2021 20:13 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 83,427 | $0.00 Strike: $51.34 | $0.00 |
DisclosureSEC source: 0001127602-21-024759 · form4.xml · derivative · entry 8 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Limited Partnership Disclosed balance after: 192,698 Underlying: Common Shares Of Beneficial Interest · 83,427 shares Expires 2022-02-03 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 · derivative.exercise_date: Represents options which vested in three equal installments on February 3, 2013, February 3, 2014 and February 3, 2015. F1 · ownership.nature: Represents shares beneficially owned by a family limited partnership, of which the reporting person is the general partner. Read SEC document |
| September 01, 2021 Filed Sep 2, 2021 20:13 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 16,573 | $0.00 Strike: $45.28 | $0.00 |
DisclosureSEC source: 0001127602-21-024759 · form4.xml · derivative · entry 7 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Limited Partnership Disclosed balance after: 0 Underlying: Common Shares Of Beneficial Interest · 16,573 shares Expires 2021-09-23 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 · ownership.nature: Represents shares beneficially owned by a family limited partnership, of which the reporting person is the general partner. Read SEC document |
| September 01, 2021 Filed Sep 2, 2021 20:13 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 83,427 | $85.02 | $7,092,963.54 |
DisclosureSEC source: 0001127602-21-024759 · form4.xml · nonDerivative · entry 4 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Limited Partnership Disclosed balance after: 2,874 F2 · price: The price represents the weighted average price of the shares sold. The shares were sold within a range of $85.00 to $85.04. The reporting person will provide, upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares sold at each separate price. F1 · balance_after: Represents shares beneficially owned by a family limited partnership, of which the reporting person is the general partner. Read SEC document |
| September 01, 2021 Filed Sep 2, 2021 20:13 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 83,427 | $51.34 | $4,283,142.18 |
DisclosureSEC source: 0001127602-21-024759 · form4.xml · nonDerivative · entry 3 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Limited Partnership Disclosed balance after: 86,301 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: Represents shares beneficially owned by a family limited partnership, of which the reporting person is the general partner. Read SEC document |
| September 01, 2021 Filed Sep 2, 2021 20:13 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 16,573 | $85.00 | $1,408,705.00 |
DisclosureSEC source: 0001127602-21-024759 · form4.xml · nonDerivative · entry 2 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Limited Partnership Disclosed balance after: 2,874 F1 · balance_after: Represents shares beneficially owned by a family limited partnership, of which the reporting person is the general partner. Read SEC document |
| September 01, 2021 Filed Sep 2, 2021 20:13 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 16,573 | $45.28 | $750,425.44 |
DisclosureSEC source: 0001127602-21-024759 · form4.xml · nonDerivative · entry 1 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Limited Partnership Disclosed balance after: 19,447 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: Represents shares beneficially owned by a family limited partnership, of which the reporting person is the general partner. Read SEC document |
| August 23, 2021 Filed Feb 14, 2022 21:16 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GiftOperating Partnership Units · Derivative | 552 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004776 · form5.xml · derivative · entry 14 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 413,865 Underlying: Common Shares Of Beneficial Interest · 552 shares Expires not disclosed F2 · derivative.exercise_date: The OP Units reflected in this report are previously reported Restricted Units which have automatically converted to OP Units per their terms. The OP Units do not expire and are fully vested, transferable and can be exchanged by the holder for common shares of Equity Residential (the "Company") on a one-for-one basis or, at the Company's option, for the cash value of such shares. F2 · derivative.expiration_date: The OP Units reflected in this report are previously reported Restricted Units which have automatically converted to OP Units per their terms. The OP Units do not expire and are fully vested, transferable and can be exchanged by the holder for common shares of Equity Residential (the "Company") on a one-for-one basis or, at the Company's option, for the cash value of such shares. Read SEC document |
| August 23, 2021 Filed Feb 14, 2022 21:16 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GiftOperating Partnership Units · Derivative | 552 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004776 · form5.xml · derivative · entry 13 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · 2020A DN GRAT Disclosed balance after: 448 Underlying: Common Shares Of Beneficial Interest · 552 shares Expires not disclosed F1 · shares: This transaction involved a gift of OP Units by a grantor retained annuity trust to the reporting person. F2 · derivative.exercise_date: The OP Units reflected in this report are previously reported Restricted Units which have automatically converted to OP Units per their terms. The OP Units do not expire and are fully vested, transferable and can be exchanged by the holder for common shares of Equity Residential (the "Company") on a one-for-one basis or, at the Company's option, for the cash value of such shares. F2 · derivative.expiration_date: The OP Units reflected in this report are previously reported Restricted Units which have automatically converted to OP Units per their terms. The OP Units do not expire and are fully vested, transferable and can be exchanged by the holder for common shares of Equity Residential (the "Company") on a one-for-one basis or, at the Company's option, for the cash value of such shares. F7 · balance_after: Represents OP Units beneficially owned by a grantor retained annuity trust for the benefit of the reporting person. Read SEC document |
| August 23, 2021 Filed Feb 14, 2022 21:16 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GiftOperating Partnership Units · Derivative | 1,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004776 · form5.xml · derivative · entry 12 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · 2020A DN GRAT Disclosed balance after: 448 Underlying: Common Shares Of Beneficial Interest · 1,000 shares Expires not disclosed F2 · derivative.exercise_date: The OP Units reflected in this report are previously reported Restricted Units which have automatically converted to OP Units per their terms. The OP Units do not expire and are fully vested, transferable and can be exchanged by the holder for common shares of Equity Residential (the "Company") on a one-for-one basis or, at the Company's option, for the cash value of such shares. F2 · derivative.expiration_date: The OP Units reflected in this report are previously reported Restricted Units which have automatically converted to OP Units per their terms. The OP Units do not expire and are fully vested, transferable and can be exchanged by the holder for common shares of Equity Residential (the "Company") on a one-for-one basis or, at the Company's option, for the cash value of such shares. F7 · balance_after: Represents OP Units beneficially owned by a grantor retained annuity trust for the benefit of the reporting person. Read SEC document |
| August 23, 2021 Filed Feb 14, 2022 21:16 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GiftOperating Partnership Units · Derivative | 1,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004776 · form5.xml · derivative · entry 11 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · LLC Disclosed balance after: 98,000 Underlying: Common Shares Of Beneficial Interest · 1,000 shares Expires not disclosed F8 · shares: This transaction involved a gift of OP Units by a limited liability company of which the reporting person is the manager to a grantor retained annuity trust for the benefit of the reporting person. F2 · derivative.exercise_date: The OP Units reflected in this report are previously reported Restricted Units which have automatically converted to OP Units per their terms. The OP Units do not expire and are fully vested, transferable and can be exchanged by the holder for common shares of Equity Residential (the "Company") on a one-for-one basis or, at the Company's option, for the cash value of such shares. F2 · derivative.expiration_date: The OP Units reflected in this report are previously reported Restricted Units which have automatically converted to OP Units per their terms. The OP Units do not expire and are fully vested, transferable and can be exchanged by the holder for common shares of Equity Residential (the "Company") on a one-for-one basis or, at the Company's option, for the cash value of such shares. F9 · balance_after: Represents OP Units beneficially owned by a limited liability company, of which the reporting person is the manager. Read SEC document |
| August 23, 2021 Filed Feb 14, 2022 21:16 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GiftOperating Partnership Units · Derivative | 865 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004776 · form5.xml · derivative · entry 10 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 413,865 Underlying: Common Shares Of Beneficial Interest · 865 shares Expires not disclosed F2 · derivative.exercise_date: The OP Units reflected in this report are previously reported Restricted Units which have automatically converted to OP Units per their terms. The OP Units do not expire and are fully vested, transferable and can be exchanged by the holder for common shares of Equity Residential (the "Company") on a one-for-one basis or, at the Company's option, for the cash value of such shares. F2 · derivative.expiration_date: The OP Units reflected in this report are previously reported Restricted Units which have automatically converted to OP Units per their terms. The OP Units do not expire and are fully vested, transferable and can be exchanged by the holder for common shares of Equity Residential (the "Company") on a one-for-one basis or, at the Company's option, for the cash value of such shares. Read SEC document |
| August 23, 2021 Filed Feb 14, 2022 21:16 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GiftOperating Partnership Units · Derivative | 865 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004776 · form5.xml · derivative · entry 9 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · 2020 DN GRAT Disclosed balance after: 135 Underlying: Common Shares Of Beneficial Interest · 865 shares Expires not disclosed F1 · shares: This transaction involved a gift of OP Units by a grantor retained annuity trust to the reporting person. F2 · derivative.exercise_date: The OP Units reflected in this report are previously reported Restricted Units which have automatically converted to OP Units per their terms. The OP Units do not expire and are fully vested, transferable and can be exchanged by the holder for common shares of Equity Residential (the "Company") on a one-for-one basis or, at the Company's option, for the cash value of such shares. F2 · derivative.expiration_date: The OP Units reflected in this report are previously reported Restricted Units which have automatically converted to OP Units per their terms. The OP Units do not expire and are fully vested, transferable and can be exchanged by the holder for common shares of Equity Residential (the "Company") on a one-for-one basis or, at the Company's option, for the cash value of such shares. F7 · balance_after: Represents OP Units beneficially owned by a grantor retained annuity trust for the benefit of the reporting person. Read SEC document |
| August 23, 2021 Filed Feb 14, 2022 21:16 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GiftOperating Partnership Units · Derivative | 1,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004776 · form5.xml · derivative · entry 8 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · LLC Disclosed balance after: 98,000 Underlying: Common Shares Of Beneficial Interest · 1,000 shares Expires not disclosed F8 · shares: This transaction involved a gift of OP Units by a limited liability company of which the reporting person is the manager to a grantor retained annuity trust for the benefit of the reporting person. F2 · derivative.exercise_date: The OP Units reflected in this report are previously reported Restricted Units which have automatically converted to OP Units per their terms. The OP Units do not expire and are fully vested, transferable and can be exchanged by the holder for common shares of Equity Residential (the "Company") on a one-for-one basis or, at the Company's option, for the cash value of such shares. F2 · derivative.expiration_date: The OP Units reflected in this report are previously reported Restricted Units which have automatically converted to OP Units per their terms. The OP Units do not expire and are fully vested, transferable and can be exchanged by the holder for common shares of Equity Residential (the "Company") on a one-for-one basis or, at the Company's option, for the cash value of such shares. F9 · balance_after: Represents OP Units beneficially owned by a limited liability company, of which the reporting person is the manager. Read SEC document |
| August 23, 2021 Filed Feb 14, 2022 21:16 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GiftOperating Partnership Units · Derivative | 1,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004776 · form5.xml · derivative · entry 7 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · 2020 DN GRAT Disclosed balance after: 135 Underlying: Common Shares Of Beneficial Interest · 1,000 shares Expires not disclosed F2 · derivative.exercise_date: The OP Units reflected in this report are previously reported Restricted Units which have automatically converted to OP Units per their terms. The OP Units do not expire and are fully vested, transferable and can be exchanged by the holder for common shares of Equity Residential (the "Company") on a one-for-one basis or, at the Company's option, for the cash value of such shares. F2 · derivative.expiration_date: The OP Units reflected in this report are previously reported Restricted Units which have automatically converted to OP Units per their terms. The OP Units do not expire and are fully vested, transferable and can be exchanged by the holder for common shares of Equity Residential (the "Company") on a one-for-one basis or, at the Company's option, for the cash value of such shares. F7 · balance_after: Represents OP Units beneficially owned by a grantor retained annuity trust for the benefit of the reporting person. Read SEC document |
| August 06, 2021 Filed Aug 10, 2021 20:13 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 11,709 | $0.00 Strike: $45.28 | $0.00 |
DisclosureSEC source: 0001127602-21-023454 · form4.xml · derivative · entry 5 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Limited Partnership Disclosed balance after: 16,573 Underlying: Common Shares Of Beneficial Interest · 11,709 shares Expires 2021-09-23 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 · ownership.nature: Represents shares beneficially owned by a family limited partnership, of which the reporting person is the general partner. Read SEC document |
| August 06, 2021 Filed Aug 10, 2021 20:13 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 11,709 | $85.02 | $995,499.18 |
DisclosureSEC source: 0001127602-21-023454 · form4.xml · nonDerivative · entry 2 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Limited Partnership Disclosed balance after: 2,874 F2 · price: The price represents the weighted average price of the shares sold. The shares were sold within a range of $85.00 to $85.58. The reporting person will provide, upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares sold at each separate price. F1 · balance_after: Represents shares beneficially owned by a family limited partnership, of which the reporting person is the general partner. Read SEC document |
| August 06, 2021 Filed Aug 10, 2021 20:13 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 11,709 | $45.28 | $530,183.52 |
DisclosureSEC source: 0001127602-21-023454 · form4.xml · nonDerivative · entry 1 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Limited Partnership Disclosed balance after: 14,583 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: Represents shares beneficially owned by a family limited partnership, of which the reporting person is the general partner. Read SEC document |
| August 02, 2021 Filed Aug 3, 2021 20:13 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 10,459 | $0.00 Strike: $45.28 | $0.00 |
DisclosureSEC source: 0001127602-21-022913 · form4.xml · derivative · entry 8 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Limited Partnership Disclosed balance after: 28,282 Underlying: Common Shares Of Beneficial Interest · 10,459 shares Expires 2021-09-23 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 · ownership.nature: Represents shares beneficially owned by a family limited partnership, of which the reporting person is the general partner. Read SEC document |
| August 02, 2021 Filed Aug 3, 2021 20:13 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 10,459 | $85.24 | $891,525.16 |
DisclosureSEC source: 0001127602-21-022913 · form4.xml · nonDerivative · entry 4 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Limited Partnership Disclosed balance after: 2,874 F3 · price: The price represents the weighted average price of the shares sold. The shares were sold within a range of $85.00 to $85.46. The reporting person will provide, upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares sold at each separate price. F1 · balance_after: Represents shares beneficially owned by a family limited partnership, of which the reporting person is the general partner. Read SEC document |
| August 02, 2021 Filed Aug 3, 2021 20:13 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 10,459 | $45.28 | $473,583.52 |
DisclosureSEC source: 0001127602-21-022913 · form4.xml · nonDerivative · entry 3 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Limited Partnership Disclosed balance after: 13,333 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: Represents shares beneficially owned by a family limited partnership, of which the reporting person is the general partner. Read SEC document |
| July 30, 2021 Filed Aug 3, 2021 20:13 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 70,171 | $0.00 Strike: $45.28 | $0.00 |
DisclosureSEC source: 0001127602-21-022913 · form4.xml · derivative · entry 7 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Limited Partnership Disclosed balance after: 38,741 Underlying: Common Shares Of Beneficial Interest · 70,171 shares Expires 2021-09-23 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 · ownership.nature: Represents shares beneficially owned by a family limited partnership, of which the reporting person is the general partner. Read SEC document |
| July 30, 2021 Filed Aug 3, 2021 20:13 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 70,171 | $85.11 | $5,972,253.81 |
DisclosureSEC source: 0001127602-21-022913 · form4.xml · nonDerivative · entry 2 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Limited Partnership Disclosed balance after: 2,874 F2 · price: The price represents the weighted average price of the shares sold. The shares were sold within a range of $85.00 to $85.48. The reporting person will provide, upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares sold at each separate price. F1 · balance_after: Represents shares beneficially owned by a family limited partnership, of which the reporting person is the general partner. Read SEC document |
| July 30, 2021 Filed Aug 3, 2021 20:13 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 70,171 | $45.28 | $3,177,342.88 |
DisclosureSEC source: 0001127602-21-022913 · form4.xml · nonDerivative · entry 1 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Limited Partnership Disclosed balance after: 73,045 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: Represents shares beneficially owned by a family limited partnership, of which the reporting person is the general partner. Read SEC document |
| July 29, 2021 Filed Aug 2, 2021 20:22 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 1,721 | $0.00 Strike: $45.28 | $0.00 |
DisclosureSEC source: 0001127602-21-022756 · form4.xml · derivative · entry 5 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Limited Partnership Disclosed balance after: 108,912 Underlying: Common Shares Of Beneficial Interest · 1,721 shares Expires 2021-09-23 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 · ownership.nature: Represents shares beneficially owned by a family limited partnership, of which the reporting person is the general partner. Read SEC document |
| July 29, 2021 Filed Aug 2, 2021 20:22 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 1,721 | $85.00 | $146,285.00 |
DisclosureSEC source: 0001127602-21-022756 · form4.xml · nonDerivative · entry 2 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Limited Partnership Disclosed balance after: 2,874 F2 · price: The price represents the weighted average price of the shares sold. The shares were sold within a range of $85.00 to $85.02. The reporting person will provide, upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares sold at each separate price. F1 · balance_after: Represents shares beneficially owned by a family limited partnership, of which the reporting person is the general partner. 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.