Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KIMCO REALTY CORPKIM · Entity 3329 | Director · Chief Executive Officer | February 19, 2026 | February 20, 2026 |
| VIVMARK RESIDENTIALVMRK · Entity 499 | Director | August 17, 2026 | August 20, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
KIMCO REALTY CORP
Report date February 19, 2026 · Filed February 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Long-Term Incentive UnitsSEC Table II · derivative / convertible security | Direct | 703,340 |
Reported balance
After 2026-02-19 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-02-19 · Grant · Acquired 285,880 · Balance 703,340 F1: Long-Term Incentive Units are profits interest units in Kimco Realty OP, LLC ("Operating Partnership"), of which the Issuer is the general partner. Profits interest units may initially have full parity with common limited partnership units of Operating Partnership ("Common Units") with respect to liquidating distributions, however upon the occurrence of specified events, profits interest units may achieve full parity with Common Units for all purposes. Vested profits interest units that have achieved full parity with Commons Units may be converted into an equal number of Common Units for a 1-to-1 basis at any time. Common Units are redeemable for cash based on the FMV of an equivalent number of shares of common stock of the Issuer, or, at the election of distribution of similar events. F2: The units will vest in four equal annual installments beginning on February 13, 2027. The Vested profits interest units have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Long-Term Incentive Units are profits interest units in Kimco Realty OP, LLC ("Operating Partnership"), of which the Issuer is the general partner. Profits interest units may initially have full parity with common limited partnership units of Operating Partnership ("Common Units") with respect to liquidating distributions, however upon the occurrence of specified events, profits interest units may achieve full parity with Common Units for all purposes. Vested profits interest units that have achieved full parity with Commons Units may be converted into an equal number of Common Units for a 1-to-1 basis at any time. Common Units are redeemable for cash based on the FMV of an equivalent number of shares of common stock of the Issuer, or, at the election of distribution of similar events.
F2: The units will vest in four equal annual installments beginning on February 13, 2027. The Vested profits interest units have no expiration date.
VIVMARK RESIDENTIAL
Report date August 17, 2026 · Filed August 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted UnitsSEC Table II · derivative / convertible security · Expires 2036-08-17 | Direct | 2,710 |
Reported balance
After 2026-08-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-17 · Grant · Acquired 2,710 · Balance 2,710 F1: On August 17, 2026, the reporting person elected to receive a grant of Series 2026I restricted limited partnership interests ("RUs") in ERP Operating Limited Partnership (the "OP"), the operating partnership of Vivmark Residential (the "Company"), in connection with the Company's grant of long-term compensation for prospective service from August 17, 2026 to the 2027 Annual Meeting of Shareholders. F2: RUs are a class of partnership interest that automatically convert into an equal number of limited partnership interests of the OP ("OP Units") when the capital account related to the RUs reaches a specified target for federal income tax purposes (provided such target is reached within ten years of issuance). Subject to the vesting requirements of the grant and certain other restrictions, OP Units are exchangeable by the holder for common shares of the Company on a one-for-one basis or the cash value of such shares, at the Company's option. The RUs reflected in this report also include any OP Units into which such RUs automatically convert. F3: The RUs are scheduled to vest on August 17, 2027. In addition, the RUs (including any OP Units into which they may automatically convert) are subject to a holding restriction until August 17, 2028. |
Filing footnotes · ownership attribution and instrument terms
F1: On August 17, 2026, the reporting person elected to receive a grant of Series 2026I restricted limited partnership interests ("RUs") in ERP Operating Limited Partnership (the "OP"), the operating partnership of Vivmark Residential (the "Company"), in connection with the Company's grant of long-term compensation for prospective service from August 17, 2026 to the 2027 Annual Meeting of Shareholders.
F2: RUs are a class of partnership interest that automatically convert into an equal number of limited partnership interests of the OP ("OP Units") when the capital account related to the RUs reaches a specified target for federal income tax purposes (provided such target is reached within ten years of issuance). Subject to the vesting requirements of the grant and certain other restrictions, OP Units are exchangeable by the holder for common shares of the Company on a one-for-one basis or the cash value of such shares, at the Company's option. The RUs reflected in this report also include any OP Units into which such RUs automatically convert.
F3: The RUs are scheduled to vest on August 17, 2027. In addition, the RUs (including any OP Units into which they may automatically convert) are subject to a holding restriction until August 17, 2028.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AVALONBAY COMMUNITIES INC
Report date August 17, 2026 · Filed August 17, 2026
Section 16 reporting ended · disclosed 2026-08-17. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.01 per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-08-17 transaction · row 1
1 source rowRow 1 · 2026-08-17 · Disposition to issuer · Disposed 2,021.9415 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of May 20, 2026 (the "Merger Agreement"), by and among AvalonBay Communities, Inc., a Maryland corporation ("AVB"), Equity Residential, a Maryland real estate investment trust ("EQR"), ERP Operating Limited Partnership, an Illinois limited partnership, and Canopy Merger Sub LLC, a Maryland limited liability company ("Merger Sub"), AVB and EQR combined in a merger of equals on August 17, 2026, with AVB merging with and into Merger Sub, with Merger Sub surviving as a wholly owned subsidiary of EQR (the "Merger"). In connection with the Merger, EQR changed its name to Vivmark Residential. F2: At the effective time of the Merger (the "Effective Time"), each issued and outstanding deferred stock unit held by the Reporting Person was automatically converted into the right to receive 2.793 (the "Exchange Ratio") common shares of beneficial interest, $0.01 par value per share ("EQR Common Shares"), of EQR. On August 14, 2026, the closing price of AVB Common Stock was $184.06 per share and the closing price of EQR Common Shares was $65.97 per share. F3: This total includes deferred stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of May 20, 2026 (the "Merger Agreement"), by and among AvalonBay Communities, Inc., a Maryland corporation ("AVB"), Equity Residential, a Maryland real estate investment trust ("EQR"), ERP Operating Limited Partnership, an Illinois limited partnership, and Canopy Merger Sub LLC, a Maryland limited liability company ("Merger Sub"), AVB and EQR combined in a merger of equals on August 17, 2026, with AVB merging with and into Merger Sub, with Merger Sub surviving as a wholly owned subsidiary of EQR (the "Merger"). In connection with the Merger, EQR changed its name to Vivmark Residential.
F2: At the effective time of the Merger (the "Effective Time"), each issued and outstanding deferred stock unit held by the Reporting Person was automatically converted into the right to receive 2.793 (the "Exchange Ratio") common shares of beneficial interest, $0.01 par value per share ("EQR Common Shares"), of EQR. On August 14, 2026, the closing price of AVB Common Stock was $184.06 per share and the closing price of EQR Common Shares was $65.97 per share.
F3: This total includes deferred stock units.
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 |
|---|---|---|---|---|---|---|
| May 14, 2017 Filed May 15, 2017 20:18 UTC | KIMCO REALTY CORP KIM · Entity 3329 | Tax withholdingCommon Stock | 147 | $18.92 | $2,781.24 |
DisclosureSEC source: 0001437749-17-009234 · rdgdoc.xml · nonDerivative · entry 1 Flynn Conor C · CIK 0001576790 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 447,642 Read SEC document |
| February 13, 2017 Filed Feb 16, 2017 01:28 UTC | KIMCO REALTY CORP KIM · Entity 3329 | Tax withholdingCommon Stock | 1,572 | $25.04 | $39,362.88 |
DisclosureSEC source: 0001437749-17-002611 · rdgdoc.xml · nonDerivative · entry 6 Flynn Conor C · CIK 0001576790 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 447,789 Read SEC document |
| February 13, 2017 Filed Feb 16, 2017 01:28 UTC | KIMCO REALTY CORP KIM · Entity 3329 | GrantCommon Stock | 2,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-002611 · rdgdoc.xml · nonDerivative · entry 5 Flynn Conor C · CIK 0001576790 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 449,361 Read SEC document |
| February 13, 2017 Filed Feb 16, 2017 01:28 UTC | KIMCO REALTY CORP KIM · Entity 3329 | Tax withholdingCommon Stock | 22,980 | $25.04 | $575,419.20 |
DisclosureSEC source: 0001437749-17-002611 · rdgdoc.xml · nonDerivative · entry 4 Flynn Conor C · CIK 0001576790 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 446,547 Read SEC document |
| February 13, 2017 Filed Feb 16, 2017 01:28 UTC | KIMCO REALTY CORP KIM · Entity 3329 | GrantCommon Stock | 3,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-002611 · rdgdoc.xml · nonDerivative · entry 3 Flynn Conor C · CIK 0001576790 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 469,527 F2 · shares: Represents shares of restricted stock awarded as a result of the Company exceeding certain performance criteria relative to the Company's peer group and the National Association of Real Estate Investment Trust retail peers, pursuant to the reporting person's grant of Performance Shares on February 13, 2014 and 2015. Read SEC document |
| February 13, 2017 Filed Feb 16, 2017 01:28 UTC | KIMCO REALTY CORP KIM · Entity 3329 | GrantCommon Stock | 25,736 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-002611 · rdgdoc.xml · nonDerivative · entry 2 Flynn Conor C · CIK 0001576790 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 466,359 F1 · shares: Represents shares of restricted stock awarded as a result of the Company having met certain performance criteria relative to the Company's peer group and the National Association of Real Estate Investment Trust retail peers, pursuant to the reporting person's grant of Performance Shares on February 13, 2014 and 2015. Read SEC document |
| February 13, 2017 Filed Feb 16, 2017 01:28 UTC | KIMCO REALTY CORP KIM · Entity 3329 | GrantCommon Stock | 33,280 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-002611 · rdgdoc.xml · nonDerivative · entry 1 Flynn Conor C · CIK 0001576790 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 440,623 F3 · shares: Represents shares of restricted stock awarded on February 13, 2017, which vest in four equal annual installments beginning on February 13, 2018. Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 21:37 UTC | KIMCO REALTY CORP KIM · Entity 3329 | Tax withholdingCommon Stock | 8,418 | $25.16 | $211,796.88 |
DisclosureSEC source: 0001576790-17-000001 · primary_doc.xml · nonDerivative · entry 1 Flynn Conor C · CIK 0001576790 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 407,343 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.