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 |
|---|---|---|---|---|---|---|
| August 23, 2017 Filed Aug 25, 2017 21:24 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 49,369 | $19.67 | $971,088.23 |
DisclosureSEC source: 0001127602-17-026514 · form4.xml · nonDerivative · entry 1 NEITHERCUT DAVID J · CIK 0001219726 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Family Limited Partnership Disclosed balance after: 52,243 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 |
| February 02, 2017 Filed Feb 6, 2017 21:47 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 237,593 | $0.00 Strike: $60.76 | $0.00 |
DisclosureSEC source: 0001127602-17-004078 · form4.xml · derivative · entry 6 NEITHERCUT DAVID J · CIK 0001219726 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237,593 Underlying: Common Shares Of Beneficial Interest · 237,593 shares Expires 2027-02-02 F5 · derivative.exercise_date: The reporting person received a grant of options as an alternative to cash in connection with all or a portion of their performance bonus. The options vested on February 2, 2017, the date of the grant. Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 21:47 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 237,593 | $0.00 Strike: $60.76 | $0.00 |
DisclosureSEC source: 0001127602-17-004078 · form4.xml · derivative · entry 5 NEITHERCUT DAVID J · CIK 0001219726 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237,593 Underlying: Common Shares Of Beneficial Interest · 237,593 shares Expires 2027-02-02 F4 · derivative.exercise_date: Represents share options scheduled to vest in approximately three equal installments on February 2, 2018, February 2, 2019 and February 2, 2020. Read SEC document |
| January 19, 2017 Filed Feb 6, 2017 21:47 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GiftOperating Partnership Units · Derivative | 200 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004078 · form4.xml · derivative · entry 4 NEITHERCUT DAVID J · CIK 0001219726 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,599 Underlying: Common Shares Of Beneficial Interest · 200 shares Expires not disclosed F1 · 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. F1 · 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 |
| January 19, 2017 Filed Feb 6, 2017 21:47 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GiftOperating Partnership Units · Derivative | 200 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004078 · form4.xml · derivative · entry 3 NEITHERCUT DAVID J · CIK 0001219726 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Grantor Trusts E Disclosed balance after: 31,948 Underlying: Common Shares Of Beneficial Interest · 200 shares Expires not disclosed F1 · 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. F1 · 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. F3 · balance_after: Represents OP Units beneficially owned by grantor retained annuity trusts for the benefit of the reporting person's daughter. The inclusion of these OP Units in this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. Read SEC document |
| January 19, 2017 Filed Feb 6, 2017 21:47 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GiftOperating Partnership Units · Derivative | 200 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004078 · form4.xml · derivative · entry 2 NEITHERCUT DAVID J · CIK 0001219726 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,399 Underlying: Common Shares Of Beneficial Interest · 200 shares Expires not disclosed F1 · 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. F1 · 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 |
| January 19, 2017 Filed Feb 6, 2017 21:47 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GiftOperating Partnership Units · Derivative | 200 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004078 · form4.xml · derivative · entry 1 NEITHERCUT DAVID J · CIK 0001219726 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Grantor Trusts B Disclosed balance after: 31,948 Underlying: Common Shares Of Beneficial Interest · 200 shares Expires not disclosed F1 · 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. F1 · 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. F2 · balance_after: Represents OP Units beneficially owned by grantor retained annuity trusts for the benefit of the reporting person's son. The inclusion of these OP Units in this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 16:49 UTC | Brookfield Property REIT Inc. GGP · Entity 136893 | GrantCommon Stock | 7,883 | $0.00 | $0.00 |
DisclosureSEC source: 0001473158-17-000001 · primary_doc.xml · nonDerivative · entry 1 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,212 F1 · shares: 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. Read SEC document |
| September 27, 2016 Filed Feb 6, 2017 21:50 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GiftOperating Partnership Units · Derivative | 9,943 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004084 · form5.xml · derivative · entry 21 NEITHERCUT DAVID J · CIK 0001219726 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Grantor Trusts E Disclosed balance after: 32,148 Underlying: Common Shares Of Beneficial Interest · 9,943 shares Expires not disclosed F16 · shares: In accordance with the substitution provisions thereunder, the reporting person elected to substitute OP Units on a one-for-one basis for shares of equivalent value in grantor retained annuity trusts for the benefit of his daughter resulting in an increase in OP Units held indirectly by such trusts and a corresponding decrease in OP Units held directly by the reporting person. See also footnote 5 to Table I of this report. F9 · 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. F9 · 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. F14 · balance_after: Represents OP Units beneficially owned by grantor retained annuity trusts for the benefit of the reporting person's daughter. The inclusion of these OP Units in this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. Read SEC document |
| September 27, 2016 Filed Feb 6, 2017 21:50 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GiftOperating Partnership Units · Derivative | 9,943 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004084 · form5.xml · derivative · entry 20 NEITHERCUT DAVID J · CIK 0001219726 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,199 Underlying: Common Shares Of Beneficial Interest · 9,943 shares Expires not disclosed F16 · shares: In accordance with the substitution provisions thereunder, the reporting person elected to substitute OP Units on a one-for-one basis for shares of equivalent value in grantor retained annuity trusts for the benefit of his daughter resulting in an increase in OP Units held indirectly by such trusts and a corresponding decrease in OP Units held directly by the reporting person. See also footnote 5 to Table I of this report. F9 · 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. F9 · 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 |
| September 27, 2016 Filed Feb 6, 2017 21:50 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GiftOperating Partnership Units · Derivative | 9,943 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004084 · form5.xml · derivative · entry 19 NEITHERCUT DAVID J · CIK 0001219726 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,199 Underlying: Common Shares Of Beneficial Interest · 9,943 shares Expires not disclosed F15 · shares: In accordance with the substitution provisions thereunder, the reporting person elected to substitute OP Units on a one-for-one basis for shares of equivalent value in grantor retained annuity trusts for the benefit of his son resulting in an increase in OP Units held indirectly by such trusts and a corresponding decrease in OP Units held directly by the reporting person. See also footnote 4 to Table I of this report. F9 · 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. F9 · 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 |
| September 27, 2016 Filed Feb 6, 2017 21:50 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GiftOperating Partnership Units · Derivative | 9,943 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004084 · form5.xml · derivative · entry 18 NEITHERCUT DAVID J · CIK 0001219726 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Grantor Trusts B Disclosed balance after: 32,148 Underlying: Common Shares Of Beneficial Interest · 9,943 shares Expires not disclosed F15 · shares: In accordance with the substitution provisions thereunder, the reporting person elected to substitute OP Units on a one-for-one basis for shares of equivalent value in grantor retained annuity trusts for the benefit of his son resulting in an increase in OP Units held indirectly by such trusts and a corresponding decrease in OP Units held directly by the reporting person. See also footnote 4 to Table I of this report. F9 · 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. F9 · 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. F12 · balance_after: Represents OP Units beneficially owned by grantor retained annuity trusts for the benefit of the reporting person's son. The inclusion of these OP Units in this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. Read SEC document |
| September 27, 2016 Filed Feb 6, 2017 21:50 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GiftOperating Partnership Units · Derivative | 22,205 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004084 · form5.xml · derivative · entry 17 NEITHERCUT DAVID J · CIK 0001219726 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Grantor Trusts E Disclosed balance after: 32,148 Underlying: Common Shares Of Beneficial Interest · 22,205 shares Expires not disclosed F13 · shares: In accordance with the substitution provisions thereunder, the reporting person, as Grantor, elected to substitute OP Units on a one-for-one basis for shares of equivalent value in grantor retained annuity trusts for the benefit of his daughter resulting in an increase in OP Units held indirectly by such trusts and a corresponding decrease in OP Units held directly by the reporting person. See also footnote 3 to Table I of this report. F9 · 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. F9 · 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. F14 · balance_after: Represents OP Units beneficially owned by grantor retained annuity trusts for the benefit of the reporting person's daughter. The inclusion of these OP Units in this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. Read SEC document |
| September 27, 2016 Filed Feb 6, 2017 21:50 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GiftOperating Partnership Units · Derivative | 22,205 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004084 · form5.xml · derivative · entry 16 NEITHERCUT DAVID J · CIK 0001219726 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,199 Underlying: Common Shares Of Beneficial Interest · 22,205 shares Expires not disclosed F13 · shares: In accordance with the substitution provisions thereunder, the reporting person, as Grantor, elected to substitute OP Units on a one-for-one basis for shares of equivalent value in grantor retained annuity trusts for the benefit of his daughter resulting in an increase in OP Units held indirectly by such trusts and a corresponding decrease in OP Units held directly by the reporting person. See also footnote 3 to Table I of this report. F9 · 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. F9 · 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 |
| September 27, 2016 Filed Feb 6, 2017 21:50 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GiftOperating Partnership Units · Derivative | 22,205 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004084 · form5.xml · derivative · entry 15 NEITHERCUT DAVID J · CIK 0001219726 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Grantor Trusts B Disclosed balance after: 32,148 Underlying: Common Shares Of Beneficial Interest · 22,205 shares Expires not disclosed F11 · shares: In accordance with the substitution provisions thereunder, the reporting person, as Grantor, elected to substitute OP Units on a one-for-one basis for shares of equivalent value in grantor retained annuity trusts for the benefit of his son resulting in an increase in OP Units held indirectly by such trusts and a corresponding decrease in OP Units held directly by the reporting person. See also footnote 1 to Table I of this report. F9 · 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. F9 · 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. F12 · balance_after: Represents OP Units beneficially owned by grantor retained annuity trusts for the benefit of the reporting person's son. The inclusion of these OP Units in this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. Read SEC document |
| September 27, 2016 Filed Feb 6, 2017 21:50 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GiftOperating Partnership Units · Derivative | 22,205 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004084 · form5.xml · derivative · entry 14 NEITHERCUT DAVID J · CIK 0001219726 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,199 Underlying: Common Shares Of Beneficial Interest · 22,205 shares Expires not disclosed F11 · shares: In accordance with the substitution provisions thereunder, the reporting person, as Grantor, elected to substitute OP Units on a one-for-one basis for shares of equivalent value in grantor retained annuity trusts for the benefit of his son resulting in an increase in OP Units held indirectly by such trusts and a corresponding decrease in OP Units held directly by the reporting person. See also footnote 1 to Table I of this report. F9 · 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. F9 · 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 |
| September 27, 2016 Filed Feb 6, 2017 21:50 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GiftCommon Shares Of Beneficial Interest | 9,943 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004084 · form5.xml · nonDerivative · entry 8 NEITHERCUT DAVID J · CIK 0001219726 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Grantor Trusts E Disclosed balance after: 0 F5 · shares: In accordance with the substitution provisions thereunder, the reporting person's wife, as Grantor, elected to substitute shares in grantor retained annuity trusts for the benefit of her daughter in on a one-for-one basis for OP Units of equivalent value resulting in a reduction of shares held indirectly by such trusts and a corresponding increase in shares held indirectly by Trust II. See also footnote 16 to Table II of this report. Read SEC document |
| September 27, 2016 Filed Feb 6, 2017 21:50 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GiftCommon Shares Of Beneficial Interest | 9,943 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004084 · form5.xml · nonDerivative · entry 7 NEITHERCUT DAVID J · CIK 0001219726 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Trust II Disclosed balance after: 0 F5 · shares: In accordance with the substitution provisions thereunder, the reporting person's wife, as Grantor, elected to substitute shares in grantor retained annuity trusts for the benefit of her daughter in on a one-for-one basis for OP Units of equivalent value resulting in a reduction of shares held indirectly by such trusts and a corresponding increase in shares held indirectly by Trust II. See also footnote 16 to Table II of this report. Read SEC document |
| September 27, 2016 Filed Feb 6, 2017 21:50 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GiftCommon Shares Of Beneficial Interest | 9,943 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004084 · form5.xml · nonDerivative · entry 6 NEITHERCUT DAVID J · CIK 0001219726 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Grantor Trusts B Disclosed balance after: 0 F4 · shares: In accordance with the substitution provisions thereunder, the reporting person's wife, as Grantor, elected to substitute shares in grantor retained annuity trusts for the benefit of her son in on a one-for-one basis for OP Units of equivalent value resulting in a reduction of shares held indirectly by such trusts and a corresponding increase in shares held indirectly by Trust II. See also footnote 15 to Table II of this report. Read SEC document |
| September 27, 2016 Filed Feb 6, 2017 21:50 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GiftCommon Shares Of Beneficial Interest | 9,943 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004084 · form5.xml · nonDerivative · entry 5 NEITHERCUT DAVID J · CIK 0001219726 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Trust II Disclosed balance after: 0 F4 · shares: In accordance with the substitution provisions thereunder, the reporting person's wife, as Grantor, elected to substitute shares in grantor retained annuity trusts for the benefit of her son in on a one-for-one basis for OP Units of equivalent value resulting in a reduction of shares held indirectly by such trusts and a corresponding increase in shares held indirectly by Trust II. See also footnote 15 to Table II of this report. Read SEC document |
| September 27, 2016 Filed Feb 6, 2017 21:50 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GiftCommon Shares Of Beneficial Interest | 22,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004084 · form5.xml · nonDerivative · entry 4 NEITHERCUT DAVID J · CIK 0001219726 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Trust I Disclosed balance after: 105,102 F3 · shares: In accordance with the substitution provisions thereunder, the reporting person, as Grantor, elected to substitute shares in grantor retained annuity trusts for the benefit of his daughter on a one-for-one basis for OP Units of equivalent value resulting in a reduction of shares held indirectly by such trusts and a corresponding increase in shares held indirectly by Trust I. See also footnote 13 to Table II of this report. Read SEC document |
| September 27, 2016 Filed Feb 6, 2017 21:50 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GiftCommon Shares Of Beneficial Interest | 22,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004084 · form5.xml · nonDerivative · entry 3 NEITHERCUT DAVID J · CIK 0001219726 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Grantor Trusts E Disclosed balance after: 0 F3 · shares: In accordance with the substitution provisions thereunder, the reporting person, as Grantor, elected to substitute shares in grantor retained annuity trusts for the benefit of his daughter on a one-for-one basis for OP Units of equivalent value resulting in a reduction of shares held indirectly by such trusts and a corresponding increase in shares held indirectly by Trust I. See also footnote 13 to Table II of this report. Read SEC document |
| September 27, 2016 Filed Feb 6, 2017 21:50 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GiftCommon Shares Of Beneficial Interest | 22,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004084 · form5.xml · nonDerivative · entry 2 NEITHERCUT DAVID J · CIK 0001219726 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Grantor Trusts B Disclosed balance after: 0 F1 · shares: In accordance with the substitution provisions thereunder, the reporting person, as Grantor, elected to substitute shares in grantor retained annuity trusts for the benefit of his son on a one-for-one basis for OP Units of equivalent value resulting in a reduction of shares held indirectly by such trusts and a corresponding increase in shares held indirectly by Trust I. See also footnote 11 to Table II of this report. Read SEC document |
| September 27, 2016 Filed Feb 6, 2017 21:50 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GiftCommon Shares Of Beneficial Interest | 22,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004084 · form5.xml · nonDerivative · entry 1 NEITHERCUT DAVID J · CIK 0001219726 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Trust I Disclosed balance after: 105,102 F1 · shares: In accordance with the substitution provisions thereunder, the reporting person, as Grantor, elected to substitute shares in grantor retained annuity trusts for the benefit of his son on a one-for-one basis for OP Units of equivalent value resulting in a reduction of shares held indirectly by such trusts and a corresponding increase in shares held indirectly by Trust I. See also footnote 11 to Table II of this report. F2 · balance_after: Represents shares beneficially owned by Trust I, a trust for the benefit of the reporting person's wife. The reporting person is the sole trustee of Trust I, and, as such, may be deemed to be the beneficial owner of these shares. Read SEC document |
| April 15, 2016 Filed Feb 6, 2017 21:50 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GiftOperating Partnership Units · Derivative | 100,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004084 · form5.xml · derivative · entry 13 NEITHERCUT DAVID J · CIK 0001219726 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · LLC Disclosed balance after: 100,000 Underlying: Common Shares Of Beneficial Interest · 100,000 shares Expires not disclosed F9 · 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. F9 · 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. F10 · balance_after: Represents OP Units beneficially owned by a limited liability company of which the reporting person is the sole member. Read SEC document |
| April 15, 2016 Filed Feb 6, 2017 21:50 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GiftOperating Partnership Units · Derivative | 100,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004084 · form5.xml · derivative · entry 12 NEITHERCUT DAVID J · CIK 0001219726 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,199 Underlying: Common Shares Of Beneficial Interest · 100,000 shares Expires not disclosed F9 · 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. F9 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.