Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MAUI LAND & PINEAPPLE CO INCMLP · Entity 5858 | Director | March 03, 2026 | March 05, 2026 |
| SIMON PROPERTY GROUP INC.SPG · Entity 2946 | Director | September 30, 2026 | October 01, 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.
MAUI LAND & PINEAPPLE CO INC
Report date March 03, 2026 · Filed March 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,963 |
Reported balance
After 2026-03-03 transaction · row 1
1 source rowRow 1 · 2026-03-03 · Grant · Acquired 5,804 · Balance 22,963 F1: These shares of common stock were granted under the Company's 2017 Equity and Incentive Award Plan as director compensation for the period from January 1, 2026 to December 31, 2026. These shares shall vest, and the forfeiture restrictions shall lapse, upon the last business day of each calendar quarter occurring after the date of grant provided that Ms. Aeppel is a director of the Company on the applicable vesting date. 1,451 shares are scheduled to vest on March 31, 2026, 1,451 shares are scheduled to vest on June 30, 2026, 1,451 shares are scheduled to vest on September 30, 2026, and 1,451 shares are scheduled to vest on December 31, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares of common stock were granted under the Company's 2017 Equity and Incentive Award Plan as director compensation for the period from January 1, 2026 to December 31, 2026. These shares shall vest, and the forfeiture restrictions shall lapse, upon the last business day of each calendar quarter occurring after the date of grant provided that Ms. Aeppel is a director of the Company on the applicable vesting date. 1,451 shares are scheduled to vest on March 31, 2026, 1,451 shares are scheduled to vest on June 30, 2026, 1,451 shares are scheduled to vest on September 30, 2026, and 1,451 shares are scheduled to vest on December 31, 2026.
SIMON PROPERTY GROUP INC.
Report date September 30, 2026 · Filed October 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,289 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Purchase · Acquired 222 · Balance 21,289 F1: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan.
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 15,659.3601 · 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 |
|---|---|---|---|---|---|---|
| July 24, 2020 Filed Mar 22, 2021 21:27 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | PurchaseCommon Stock | 154 | $61.66 | $9,495.64 |
DisclosureSEC source: 0001179110-21-003674 · edgar.xml · nonDerivative · entry 1 Aeppel Glyn · CIK 0001340262 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,471 F1 · kind: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock previously received by the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. Read SEC document |
| May 19, 2020 Filed May 21, 2020 18:48 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 1,099 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-031195 · doc4.xml · nonDerivative · entry 1 Aeppel Glyn · CIK 0001340262 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,553.2059 F1 · shares: Reflects grant of Deferred Stock Units ("Units") under the issuer's Second Amended and Restated 2009 Equity Incentive Plan, which Units are subject to vesting requirements. The Units will convert into common stock on a one to one basis when the reporting person ceases to be an employee or director of the issuer. F2 · balance_after: The amount of securities owned following the reported transaction reflects direct ownership of all shares of common stock, including Units, which may be subject to vesting requirements. Read SEC document |
| May 15, 2020 Filed May 18, 2020 16:15 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | PurchaseCommon Stock | 1,000 | $50.50 | $50,500.00 |
DisclosureSEC source: 0001179110-20-006148 · edgar.xml · nonDerivative · entry 1 Aeppel Glyn · CIK 0001340262 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,317 Read SEC document |
| May 12, 2020 Filed May 14, 2020 14:28 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | GrantCommon Stock | 3,074 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-20-005941 · edgar.xml · nonDerivative · entry 1 Aeppel Glyn · CIK 0001340262 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,317 F1 · kind: Non-cash compensation - Award of restricted stock under the Simon Property Group, L.P. 2019 Stock Incentive Plan. The restricted stock vests one year after the award. F1 · price: Non-cash compensation - Award of restricted stock under the Simon Property Group, L.P. 2019 Stock Incentive Plan. The restricted stock vests one year after the award. F2 · balance_after: Includes 224 common shares acquired through the reinvestment of dividends received on common shares Q2 through Q4 2019 and Q1 of 2020 under the Company's Stock Incentive Plan. Read SEC document |
| May 23, 2019 Filed May 28, 2019 15:59 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 785 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-032889 · doc4.xml · nonDerivative · entry 1 Aeppel Glyn · CIK 0001340262 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,256.5284 F1 · shares: Reflects grant of Deferred Stock Units ("Units") under the issuer's Second Amended and Restated 2009 Equity Incentive Plan, which Units are subject to vesting requirements. The Units will convert into common stock on a one to one basis when the reporting person ceases to be an employee or director of the issuer. F2 · balance_after: The amount of securities owned following the reported transaction reflects direct ownership of all shares of common stock, including Units, which may be subject to vesting requirements. Read SEC document |
| May 08, 2019 Filed May 10, 2019 19:18 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | GrantCommon Stock | 1,007 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-19-005856 · edgar.xml · nonDerivative · entry 1 Aeppel Glyn · CIK 0001340262 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,019 F1 · kind: Non-cash compensation - Award of restricted stock under the Simon Property Group, L.P. 2019 Stock Incentive Plan. The restricted stock vests one year after the award. F1 · price: Non-cash compensation - Award of restricted stock under the Simon Property Group, L.P. 2019 Stock Incentive Plan. The restricted stock vests one year after the award. F2 · balance_after: Includes 116 common shares acquired through the reinvestment of dividends received on common shares Q2 through Q4 2018 and Q1 of 2019 under the Company's Stock Incentive Plan. Read SEC document |
| May 31, 2018 Filed Jun 4, 2018 16:32 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 846 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-034922 · doc4.xml · nonDerivative · entry 1 Aeppel Glyn · CIK 0001340262 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,296.5048 F1 · shares: Reflects grant of Deferred Stock Units ("Units") under the issuer's Second Amended and Restated 2009 Equity Incentive Plan, which Units are subject to vesting requirements. The Units will convert into common stock on a one to one basis when the reporting person ceases to be an employee or director of the issuer. F2 · balance_after: The amount of securities owned following the reported transaction reflects direct ownership of all shares of common stock, including Units, which may be subject to vesting requirements. Read SEC document |
| May 08, 2018 Filed May 10, 2018 18:57 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | GrantCommon Stock | 1,174 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-18-006522 · edgar.xml · nonDerivative · entry 1 Aeppel Glyn · CIK 0001340262 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,896 F1 · kind: Non-cash compensation - Award of restricted stock under the Simon Property Group, L.P. 1998 Stock Incentive Plan (as amended and restated April 4, 2014). The restricted stock vests one year after the award. F1 · price: Non-cash compensation - Award of restricted stock under the Simon Property Group, L.P. 1998 Stock Incentive Plan (as amended and restated April 4, 2014). The restricted stock vests one year after the award. F2 · balance_after: Includes 66 common shares acquired through the reinvestment of dividends received on common shares Q2 through Q4 2017 and Q1 of 2018 under the Company's Stock Incentive Plan. Read SEC document |
| May 25, 2017 Filed May 30, 2017 14:57 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 703 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-036052 · doc4.xml · nonDerivative · entry 1 Aeppel Glyn · CIK 0001340262 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,308.1038 F1 · price: Reflects grant of Deferred Stock Units ("Units") under the issuer's Second Amended and Restated 2009 Equity Incentive Plan, which Units are subject to vesting requirements. The Units will convert into common stock on a one to one basis when the reporting person ceases to be an employee or director of the issuer. F2 · balance_after: The amount of securities owned following the reported transaction reflects direct ownership of all shares of common stock, including Units, which may be subject to vesting requirements. Read SEC document |
| May 10, 2017 Filed May 11, 2017 18:21 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | GrantCommon Stock | 916 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-007059 · edgar.xml · nonDerivative · entry 1 Aeppel Glyn · CIK 0001340262 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,656 F1 · kind: Non-cash compensation- Award of restricted stock under the Simon Property Group, L.P. 1998 Stock Incentive Plan (as amended and restated April 4, 2014). The restricted stock vests on May 10, 2018. F1 · price: Non-cash compensation- Award of restricted stock under the Simon Property Group, L.P. 1998 Stock Incentive Plan (as amended and restated April 4, 2014). The restricted stock vests on May 10, 2018. F2 · balance_after: Includes 12 common shares acquired through the reinvestment of dividends received on common shares in 2016 and the first quarter of 2017 under the Company's Stock Incentive Plan. 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.