Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CBL & ASSOCIATES PROPERTIES INCCBL · Entity 1483 | Director | January 06, 2020 | January 09, 2020 |
| Orion Properties Inc.ONL · Entity 6477 | Director | May 13, 2026 | May 15, 2026 |
| Star HoldingsSTHO · Entity 6667 | Director · Member of Board of Trustees | March 31, 2023 | April 14, 2023 |
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.
CBL & ASSOCIATES PROPERTIES INC
Report date January 06, 2020 · Filed January 09, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 168,662.8934 |
Reported balance
After 2020-01-06 transaction · row 1
1 source rowRow 1 · 2020-01-06 · Grant · Acquired 96,154 · Balance 168,662.8934 F1: Grant of restricted Common Stock pursuant to the terms of the CBL & Associates Properties, Inc. 2012 Stock Incentive Plan, as amended. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted Common Stock pursuant to the terms of the CBL & Associates Properties, Inc. 2012 Stock Incentive Plan, as amended.
Orion Properties Inc.
Report date May 13, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 141,099 |
Reported balance
After 2026-05-13 transaction · row 1
1 source rowRow 1 · 2026-05-13 · Grant · Acquired 34,483 · Balance 141,099 F1: Represents restricted stock units ("RSUs") granted to the Reporting Person pursuant to the Issuer's equity plan. The RSUs vest in full on the earlier to occur of (i) the one-year anniversary of the grant date or (ii) the date of the annual meeting of the Issuer's stockholders next following the grant date, subject to the Reporting Person's continued service with the Issuer through such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") granted to the Reporting Person pursuant to the Issuer's equity plan. The RSUs vest in full on the earlier to occur of (i) the one-year anniversary of the grant date or (ii) the date of the annual meeting of the Issuer's stockholders next following the grant date, subject to the Reporting Person's continued service with the Issuer through such date.
Star Holdings
Report date March 31, 2023 · Filed April 14, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 6,370 |
Reported balance
Holding disclosure · report date 2023-03-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 6,370 |
Past disclosures · reporting ended (3)
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 9,928.6318 · 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 share of common stock, par value $0.01 per share ("AVB Common Stock"), of AVB and deferred stock unit held by the Reporting Person, respectively, 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, plus, in the case of AVB Common Stock, the right to receive cash in lieu of fractional EQR Common Shares, if any, into which such AVB Common Stock would have been converted. 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 shares of AVB Common Stock and 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 share of common stock, par value $0.01 per share ("AVB Common Stock"), of AVB and deferred stock unit held by the Reporting Person, respectively, 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, plus, in the case of AVB Common Stock, the right to receive cash in lieu of fractional EQR Common Shares, if any, into which such AVB Common Stock would have been converted. 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 shares of AVB Common Stock and deferred stock units.
Safehold Inc.
Report date March 31, 2023 · Filed April 04, 2023
Section 16 reporting ended · disclosed 2023-04-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,846 |
Reported balance
After 2023-03-31 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2023-03-31 · Other · Acquired 6,661 · Balance 9,846 F1: On March 31, 2023, the merger (the "Merger") of Safehold Inc. ("Safe") with and into iStar Inc. ("iStar") closed, with iStar Inc. surviving the Merger and changing its name to Safehold Inc. ("New SAFE"; NYSE: SAFE). In the Merger and related transactions, (1) each outstanding share of common stock of Safe was converted into one share of common stock of New SAFE, and (2) each outstanding share of common stock of iStar was reverse split and converted into 0.160 of a share of common stock of New SAFE. The amount of securities beneficially owned following the reported transactions represents the shares of New SAFE common stock owned by the Reporting Person on March 31, 2023, the Merger closing date following conversion of iStar shares and Safe shares that were owned by the Reporting Person. F2: The Reporting Person, who was serving as a director of iStar at the time of the Merger, is not a director of New Safe as of the Merger closing date. |
| Common StockSEC Table I · non-derivative | Direct | 9,846 |
Reported balance
After 2023-03-31 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2023-03-31 · Other · Acquired 3,185 · Balance 9,846 F1: On March 31, 2023, the merger (the "Merger") of Safehold Inc. ("Safe") with and into iStar Inc. ("iStar") closed, with iStar Inc. surviving the Merger and changing its name to Safehold Inc. ("New SAFE"; NYSE: SAFE). In the Merger and related transactions, (1) each outstanding share of common stock of Safe was converted into one share of common stock of New SAFE, and (2) each outstanding share of common stock of iStar was reverse split and converted into 0.160 of a share of common stock of New SAFE. The amount of securities beneficially owned following the reported transactions represents the shares of New SAFE common stock owned by the Reporting Person on March 31, 2023, the Merger closing date following conversion of iStar shares and Safe shares that were owned by the Reporting Person. F2: The Reporting Person, who was serving as a director of iStar at the time of the Merger, is not a director of New Safe as of the Merger closing date. |
Filing footnotes · ownership attribution and instrument terms
F1: On March 31, 2023, the merger (the "Merger") of Safehold Inc. ("Safe") with and into iStar Inc. ("iStar") closed, with iStar Inc. surviving the Merger and changing its name to Safehold Inc. ("New SAFE"; NYSE: SAFE). In the Merger and related transactions, (1) each outstanding share of common stock of Safe was converted into one share of common stock of New SAFE, and (2) each outstanding share of common stock of iStar was reverse split and converted into 0.160 of a share of common stock of New SAFE. The amount of securities beneficially owned following the reported transactions represents the shares of New SAFE common stock owned by the Reporting Person on March 31, 2023, the Merger closing date following conversion of iStar shares and Safe shares that were owned by the Reporting Person.
F2: The Reporting Person, who was serving as a director of iStar at the time of the Merger, is not a director of New Safe as of the Merger closing date.
VEREIT, Inc.
Report date November 01, 2021 · Filed November 01, 2021
Section 16 reporting ended · disclosed 2021-11-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2021-11-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-11-01 · Disposition to issuer · Disposed 6,812 · Balance 10,266 F1: Represents shares of VEREIT, Inc. ("VEREIT") common stock disposed in connection with the Agreement and Plan of Merger by and among Realty Income Corporation ("Realty Income"), Rams MD Subsidiary I, Inc., Rams Acquisition Sub II, LLC, VEREIT and VEREIT Operating Partnership, L.P., dated as of April 29, 2021 (as amended or supplemented from time to time, the "Merger Agreement"). In accordance with the Merger Agreement, upon the Effective Time (as defined in the Merger Agreement), each share of VEREIT common stock was converted into the right to receive 0.705 shares of common stock of Realty Income (the "Exchange Ratio"). Row 2 · 2021-11-01 · Disposition to issuer · Disposed 10,266 · Balance 0 F2: As of the Effective Time, deferred stock units awarded to the Reporting Person were converted into a number of newly issued shares of Realty Income common stock equal to the product obtained by multiplying the number of shares of VEREIT common stock subject to such deferred stock unit award as of immediately prior to the Effective Time by the Exchange Ratio. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of VEREIT, Inc. ("VEREIT") common stock disposed in connection with the Agreement and Plan of Merger by and among Realty Income Corporation ("Realty Income"), Rams MD Subsidiary I, Inc., Rams Acquisition Sub II, LLC, VEREIT and VEREIT Operating Partnership, L.P., dated as of April 29, 2021 (as amended or supplemented from time to time, the "Merger Agreement"). In accordance with the Merger Agreement, upon the Effective Time (as defined in the Merger Agreement), each share of VEREIT common stock was converted into the right to receive 0.705 shares of common stock of Realty Income (the "Exchange Ratio").
F2: As of the Effective Time, deferred stock units awarded to the Reporting Person were converted into a number of newly issued shares of Realty Income common stock equal to the product obtained by multiplying the number of shares of VEREIT common stock subject to such deferred stock unit award as of immediately prior to the Effective Time by the Exchange Ratio.
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 17, 2026 Filed Aug 17, 2026 20:43 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | Disposition to issuerCommon Stock, par value $.01 per share | 9,928.6318 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-354191 · ownership.xml · nonDerivative · entry 1 Lieb Richard J · CIK 0001430075 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: 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 · kind: At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of common stock, par value $0.01 per share ("AVB Common Stock"), of AVB and deferred stock unit held by the Reporting Person, respectively, 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, plus, in the case of AVB Common Stock, the right to receive cash in lieu of fractional EQR Common Shares, if any, into which such AVB Common Stock would have been converted. 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 · shares: This total includes shares of AVB Common Stock and deferred stock units. F1 · price: 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 · price: At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of common stock, par value $0.01 per share ("AVB Common Stock"), of AVB and deferred stock unit held by the Reporting Person, respectively, 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, plus, in the case of AVB Common Stock, the right to receive cash in lieu of fractional EQR Common Shares, if any, into which such AVB Common Stock would have been converted. 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. Read SEC document |
| May 28, 2026 Filed Jun 2, 2026 01:06 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 1,082 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-252147 · ownership.xml · nonDerivative · entry 1 Lieb Richard J · CIK 0001430075 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,888.9334 F1 · shares: Reflects grant of Deferred Stock Units ("Units") under the issuer's 2026 Equity Incentive Plan, which Units are subject to vesting requirements. The Units will convert into common stock on a one to one basis after the reporting person ceases to be a 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 13, 2026 Filed May 15, 2026 20:29 UTC | Orion Properties Inc. ONL · Entity 6477 | GrantCommon Stock | 34,483 | $0.00 | $0.00 |
DisclosureSEC source: 0001873923-26-000089 · wk-form4_1778876942.xml · nonDerivative · entry 1 Lieb Richard J · CIK 0001430075 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,099 F1 · shares: Represents restricted stock units ("RSUs") granted to the Reporting Person pursuant to the Issuer's equity plan. The RSUs vest in full on the earlier to occur of (i) the one-year anniversary of the grant date or (ii) the date of the annual meeting of the Issuer's stockholders next following the grant date, subject to the Reporting Person's continued service with the Issuer through such date. Read SEC document |
| May 29, 2025 Filed Jun 2, 2025 22:52 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 971 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-080478 · ownership.xml · nonDerivative · entry 1 Lieb Richard J · CIK 0001430075 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,688.513 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 after the reporting person ceases to be a 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 14, 2025 Filed May 16, 2025 21:13 UTC | Orion Properties Inc. ONL · Entity 6477 | GrantCommon Stock | 50,505 | $0.00 | $0.00 |
DisclosureSEC source: 0001873923-25-000091 · wk-form4_1747430004.xml · nonDerivative · entry 1 Lieb Richard J · CIK 0001430075 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,616 F1 · shares: Represents restricted stock units ("RSUs") granted to the Reporting Person pursuant to the Issuer's equity plan. The RSUs vest in full on the earlier to occur of (i) the one-year anniversary of the grant date or (ii) the date of the annual meeting of the Issuer's stockholders next following the grant date, subject to the Reporting Person's continued service with the Issuer through such date. Read SEC document |
| May 23, 2024 Filed May 28, 2024 21:50 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 980 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-065428 · ownership.xml · nonDerivative · entry 1 Lieb Richard J · CIK 0001430075 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,651.4525 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 after the reporting person ceases to be a 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, 2024 Filed May 17, 2024 20:14 UTC | Orion Properties Inc. ONL · Entity 6477 | GrantCommon Stock | 26,738 | $0.00 | $0.00 |
DisclosureSEC source: 0001873923-24-000071 · wk-form4_1715976864.xml · nonDerivative · entry 1 Lieb Richard J · CIK 0001430075 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,111 F1 · shares: Represents restricted stock units ("RSUs") granted to the Reporting Person pursuant to the Issuer's equity plan. The RSUs vest in full on the earlier to occur of (i) the one-year anniversary of the grant date or (ii) the date of the annual meeting of the Issuer's stockholders next following the grant date, subject to the Reporting Person's continued service with the Issuer through such date. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 21:23 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 990 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-034499 · doc4.xml · nonDerivative · entry 1 Lieb Richard J · CIK 0001430075 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,635 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 16, 2023 Filed May 18, 2023 20:17 UTC | Orion Properties Inc. ONL · Entity 6477 | GrantCommon Stock | 18,349 | $0.00 | $0.00 |
DisclosureSEC source: 0001873923-23-000055 · wf-form4_168444105232194.xml · nonDerivative · entry 1 Lieb Richard J · CIK 0001430075 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,373 F1 · shares: Represents restricted stock units ("RSUs") granted to the Reporting Person pursuant to the Issuer's equity plan. The RSUs vest in full on the earlier to occur of (i) the one-year anniversary of the grant date or (ii) the date of the annual meeting of the Issuer's stockholders next following the grant date, subject to the Reporting Person's continued service with the Issuer through such date. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 18:20 UTC | Safehold Inc. SAFE · Entity 4911 | OtherCommon Stock | 3,185 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-005926 · form4-04042023_020402.xml · nonDerivative · entry 2 Lieb Richard J · CIK 0001430075 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,846 F1 · shares: On March 31, 2023, the merger (the "Merger") of Safehold Inc. ("Safe") with and into iStar Inc. ("iStar") closed, with iStar Inc. surviving the Merger and changing its name to Safehold Inc. ("New SAFE"; NYSE: SAFE). In the Merger and related transactions, (1) each outstanding share of common stock of Safe was converted into one share of common stock of New SAFE, and (2) each outstanding share of common stock of iStar was reverse split and converted into 0.160 of a share of common stock of New SAFE. The amount of securities beneficially owned following the reported transactions represents the shares of New SAFE common stock owned by the Reporting Person on March 31, 2023, the Merger closing date following conversion of iStar shares and Safe shares that were owned by the Reporting Person. F2 · shares: The Reporting Person, who was serving as a director of iStar at the time of the Merger, is not a director of New Safe as of the Merger closing date. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 18:20 UTC | Safehold Inc. SAFE · Entity 4911 | OtherCommon Stock | 6,661 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-005926 · form4-04042023_020402.xml · nonDerivative · entry 1 Lieb Richard J · CIK 0001430075 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,846 F1 · shares: On March 31, 2023, the merger (the "Merger") of Safehold Inc. ("Safe") with and into iStar Inc. ("iStar") closed, with iStar Inc. surviving the Merger and changing its name to Safehold Inc. ("New SAFE"; NYSE: SAFE). In the Merger and related transactions, (1) each outstanding share of common stock of Safe was converted into one share of common stock of New SAFE, and (2) each outstanding share of common stock of iStar was reverse split and converted into 0.160 of a share of common stock of New SAFE. The amount of securities beneficially owned following the reported transactions represents the shares of New SAFE common stock owned by the Reporting Person on March 31, 2023, the Merger closing date following conversion of iStar shares and Safe shares that were owned by the Reporting Person. F2 · shares: The Reporting Person, who was serving as a director of iStar at the time of the Merger, is not a director of New Safe as of the Merger closing date. Read SEC document |
| May 26, 2022 Filed May 31, 2022 21:28 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 852 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-032914 · doc4.xml · nonDerivative · entry 1 Lieb Richard J · CIK 0001430075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,645 F1 · shares: Reflects grant of shares of restricted stock under the issuer's Second Amended and Restated 2009 Equity Incentive Plan, which are subject to vesting requirements. F2 · balance_after: The amount of securities owned following the reported transaction reflects direct ownership of all shares of common stock, some of which may be subject to vesting requirements. Read SEC document |
| May 25, 2022 Filed May 26, 2022 21:15 UTC | Orion Properties Inc. ONL · Entity 6477 | GrantCommon Stock | 7,474 | $0.00 | $0.00 |
DisclosureSEC source: 0001873923-22-000044 · wf-form4_165359968260306.xml · nonDerivative · entry 1 Lieb Richard J · CIK 0001430075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,024 F1 · shares: Represents restricted stock units ("RSUs") granted to the Reporting Person pursuant to the Issuer's equity plan. The RSUs vest in full on the earlier to occur of (i) the one-year anniversary of the grant date or (ii) the date of the annual meeting of the Issuer's stockholders next following the grant date, subject to the Reporting Person's continued service with the Issuer through such date. Read SEC document |
| May 12, 2022 Filed May 12, 2022 20:39 UTC | Safehold Inc. STAR · Entity 4911 | GrantCommon Stock | 6,956 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-002987 · edgar.xml · nonDerivative · entry 1 Lieb Richard J · CIK 0001430075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,637 F1 · shares: Effective on May 12, 2022, the Reporting Person was awarded 6,956 shares of Common Stock of iStar Inc. (NYSE:STAR) in accordance with the provisions of the iStar Inc. Non-Employee Directors' Deferral Plan, which shares are owned directly. These shares are restricted and may not be sold or otherwise transferred until they vest on the date of the 2023 annual meeting of shareholders of iStar Inc. Read SEC document |
| November 15, 2021 Filed Nov 18, 2021 02:05 UTC | Orion Properties Inc. ONL · Entity 6477 | GrantCommon Stock | 2,347 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-140752 · tm2133165-10_4seq1.xml · nonDerivative · entry 1 Lieb Richard J · CIK 0001430075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,827 F1 · shares: Represents restricted stock units ("RSUs") awarded to the Reporting Person pursuant to the Issuer's equity plan. The RSUs vest in full on the date of the next annual meeting of the Issuer's stockholders to occur following the date upon which the RSUs were granted, subject to the Reporting Person's continued service with the Issuer through such date. Read SEC document |
| November 01, 2021 Filed Nov 1, 2021 22:21 UTC | VEREIT, Inc. VER · Entity 134043 | Disposition to issuerCommon Stock | 10,266 | $0.00 | $0.00 |
DisclosureSEC source: 0001507385-21-000243 · wf-form4_163580524720601.xml · nonDerivative · entry 2 Lieb Richard J · CIK 0001430075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · shares: As of the Effective Time, deferred stock units awarded to the Reporting Person were converted into a number of newly issued shares of Realty Income common stock equal to the product obtained by multiplying the number of shares of VEREIT common stock subject to such deferred stock unit award as of immediately prior to the Effective Time by the Exchange Ratio. Read SEC document |
| November 01, 2021 Filed Nov 1, 2021 22:21 UTC | VEREIT, Inc. VER · Entity 134043 | Disposition to issuerCommon Stock | 6,812 | $0.00 | $0.00 |
DisclosureSEC source: 0001507385-21-000243 · wf-form4_163580524720601.xml · nonDerivative · entry 1 Lieb Richard J · CIK 0001430075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,266 F1 · shares: Represents shares of VEREIT, Inc. ("VEREIT") common stock disposed in connection with the Agreement and Plan of Merger by and among Realty Income Corporation ("Realty Income"), Rams MD Subsidiary I, Inc., Rams Acquisition Sub II, LLC, VEREIT and VEREIT Operating Partnership, L.P., dated as of April 29, 2021 (as amended or supplemented from time to time, the "Merger Agreement"). In accordance with the Merger Agreement, upon the Effective Time (as defined in the Merger Agreement), each share of VEREIT common stock was converted into the right to receive 0.705 shares of common stock of Realty Income (the "Exchange Ratio"). Read SEC document |
| June 03, 2021 Filed Jun 7, 2021 20:52 UTC | VEREIT, Inc. VER · Entity 134043 | GrantCommon Stock | 2,564 | $48.75 | $124,995.00 |
DisclosureSEC source: 0001507385-21-000143 · wf-form4_162309913388452.xml · nonDerivative · entry 1 Lieb Richard J · CIK 0001430075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,078 F1 · shares: Reflects deferred stock units awarded June 3, 2021 in respect of the annual equity retainer due to the Reporting Person, for the Reporting Person's service as an independent director. Such deferred stock units will be settled in common stock upon the earlier of three years from the date of grant, the Reporting Person's death and the Reporting Person's separation from service from the Issuer. F2 · price: Reflects the closing sale price of the Issuer's common stock as reported on the New York Stock Exchange on June 3, 2021. F3 · balance_after: Shares are reflected on a post-split basis in accordance with the one-for-five reverse stock split of VEREIT, Inc.'s issued and outstanding shares of common stock completed on December 17, 2020. Read SEC document |
| May 27, 2021 Filed Jun 1, 2021 22:50 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 833 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-036952 · doc4.xml · nonDerivative · entry 1 Lieb Richard J · CIK 0001430075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,793 F1 · shares: Reflects grant of shares of restricted stock under the issuer's Second Amended and Restated 2009 Equity Incentive Plan, which are subject to vesting requirements. F2 · balance_after: The amount of securities owned following the reported transaction reflects direct ownership of all shares of common stock, some of which may be subject to vesting requirements. Read SEC document |
| May 13, 2021 Filed May 14, 2021 21:31 UTC | Safehold Inc. STAR · Entity 4911 | GrantCommon Stock | 6,819 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-005384 · edgar.xml · nonDerivative · entry 1 Lieb Richard J · CIK 0001430075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,681 F1 · shares: Effective on May 13, 2021, the Reporting Person was awarded 6,819 shares of Common Stock of iStar Inc. (NYSE:STAR) in accordance with the provisions of the iStar Inc. Non-Employee Directors' Deferral Plan, which shares are owned directly. These shares are restricted and may not be sold or otherwise transferred until they vest on the date of the 2022 annual meeting of shareholders of iStar Inc. Read SEC document |
| May 21, 2020 Filed May 26, 2020 19:32 UTC | Safehold Inc. STAR · Entity 4911 | GrantCommon Stock | 13,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-006564 · edgar.xml · nonDerivative · entry 1 Lieb Richard J · CIK 0001430075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,862 F1 · shares: Effective on May 21, 2020, the Reporting Person, Mr. Richard Lieb, was awarded 13,528 shares of Common Stock of iStar Inc. (NYSE:STAR) in accordance with the provisions of the iStar Inc. Non-Employee Directors' Deferral Plan, which shares are owned directly. These shares are restricted and may not be sold or otherwise transferred until they vest on May 21, 2021. Read SEC document |
| May 21, 2020 Filed May 26, 2020 21:16 UTC | VEREIT, Inc. VER · Entity 134043 | GrantCommon Stock | 23,541 | $5.31 | $125,002.71 |
DisclosureSEC source: 0001507385-20-000099 · wf-form4_159052776903518.xml · nonDerivative · entry 1 Lieb Richard J · CIK 0001430075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,570 F1 · shares: Reflects deferred stock units awarded May 21, 2020 in respect of the annual equity retainer due to the Reporting Person, for the Reporting Person's service as an independent director. Such deferred stock units will be settled in common stock upon the earlier of three years from the date of grant, the Reporting Person's death and the Reporting Person's separation from service from the Issuer. F2 · price: Reflects the closing sale price of the Issuer's common stock as reported on the New York Stock Exchange on May 21, 2020. Read SEC document |
| May 19, 2020 Filed May 21, 2020 18:59 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 1,099 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-031205 · doc4.xml · nonDerivative · entry 1 Lieb Richard J · CIK 0001430075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,960 F1 · shares: Reflects grant of shares of restricted stock under the issuer's Second Amended and Restated 2009 Equity Incentive Plan, which are subject to vesting requirements. F2 · balance_after: The amount of securities owned following the reported transaction reflects direct ownership of all shares of common stock, some of which may be subject to vesting requirements. Read SEC document |
| January 06, 2020 Filed Jan 9, 2020 16:22 UTC | CBL & ASSOCIATES PROPERTIES INC CBL · Entity 1483 | GrantCommon Stock | 96,154 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-001348 · form4.xml · nonDerivative · entry 1 Lieb Richard J · CIK 0001430075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,662.8934 F1 · shares: Grant of restricted Common Stock pursuant to the terms of the CBL & Associates Properties, Inc. 2012 Stock Incentive Plan, as amended. Read SEC document |
| May 23, 2019 Filed May 28, 2019 16:13 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 785 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-032896 · doc4.xml · nonDerivative · entry 1 Lieb Richard J · CIK 0001430075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,861 F1 · shares: Reflects grant of shares of restricted stock under the issuer's Second Amended and Restated 2009 Equity Incentive Plan, which are subject to vesting requirements. F2 · balance_after: The amount of securities owned following the reported transaction reflects direct ownership of all shares of common stock, some of which may be subject to vesting requirements. Read SEC document |
| May 06, 2019 Filed May 8, 2019 20:34 UTC | VEREIT, Inc. VER · Entity 134043 | GrantCommon Stock | 14,970 | $8.35 | $124,999.50 |
DisclosureSEC source: 0001507385-19-000103 · wf-form4_155734762491865.xml · nonDerivative · entry 1 Lieb Richard J · CIK 0001430075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,029 F1 · shares: Reflects deferred stock units awarded May 6, 2019 in respect of the annual equity retainer due to the Reporting Person, for the Reporting Person's service as an independent director. Such deferred stock units will be settled in common stock upon the earlier of three years from the date of grant, the Reporting Person's death and the Reporting Person's separation from service from the Issuer. F2 · price: Reflects the closing sale price of the Issuer's common stock as reported on the New York Stock Exchange on May 6, 2019. Read SEC document |
| January 02, 2019 Filed Jan 3, 2019 22:22 UTC | CBL & ASSOCIATES PROPERTIES INC CBL · Entity 1483 | GrantCommon Stock | 50,126 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-000870 · form4.xml · nonDerivative · entry 1 Lieb Richard J · CIK 0001430075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,508.8934 F1 · shares: Grant of restricted Common Stock pursuant to the terms of the CBL & Associates Properties, Inc. 2012 Stock Incentive Plan, as amended. Read SEC document |
| May 31, 2018 Filed Jun 4, 2018 16:39 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 846 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-034927 · doc4.xml · nonDerivative · entry 1 Lieb Richard J · CIK 0001430075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,076 F1 · shares: Reflects grant of shares of restricted stock under the issuer's Second Amended and Restated 2009 Equity Incentive Plan, which are subject to vesting requirements. F2 · balance_after: The amount of securities owned following the reported transaction reflects direct ownership of all shares of common stock, some of which may be subject to vesting requirements. Read SEC document |
| May 03, 2018 Filed May 7, 2018 21:34 UTC | VEREIT, Inc. VER · Entity 134043 | GrantCommon Stock | 18,248 | $6.85 | $124,998.80 |
DisclosureSEC source: 0001507385-18-000096 · wf-form4_152572884941742.xml · nonDerivative · entry 1 Lieb Richard J · CIK 0001430075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,059 F1 · shares: Reflects deferred stock units awarded May 3, 2018 in respect of the annual equity retainer due to the Reporting Person, for the Reporting Person's service as an independent director. Such deferred stock units will be settled in common stock upon the earlier of three years from the date of grant, the Reporting Person's death and the Reporting Person's separation from service from the Issuer. F2 · price: Reflects the closing sale price of the Issuer's common stock as reported on the New York Stock Exchange on May 3, 2018. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 19:41 UTC | CBL & ASSOCIATES PROPERTIES INC CBL · Entity 1483 | GrantCommon Stock | 17,271 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-001030 · form4.xml · nonDerivative · entry 1 Lieb Richard J · CIK 0001430075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,382.8934 F1 · shares: Grant of restricted Common Stock pursuant to the terms of the CBL & Associates Properties, Inc. 2012 Stock Incentive Plan, as amended. Read SEC document |
| May 25, 2017 Filed May 30, 2017 19:08 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 703 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-036090 · doc4.xml · nonDerivative · entry 1 Lieb Richard J · CIK 0001430075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,230 F1 · price: Reflects grant of shares of restricted stock under the issuer's Second Amended and Restated 2009 Equity Incentive Plan, which are subject to vesting requirements. F2 · balance_after: The amount of securities owned following the reported transaction reflects direct ownership of all shares of common stock, some of which may be subject to vesting requirements. Read SEC document |
| May 03, 2017 Filed May 5, 2017 20:01 UTC | VEREIT, Inc. VER · Entity 134043 | GrantCommon Stock | 13,415 | $8.20 | $110,003.00 |
DisclosureSEC source: 0001507385-17-000058 · wf-form4_149401445831519.xml · nonDerivative · entry 1 Lieb Richard J · CIK 0001430075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,811 F1 · shares: Reflects deferred stock units awarded May 3, 2017 in respect of the annual equity retainer due to the Reporting Person, for the Reporting Person's service as an independent director. Such deferred stock units will be settled in common stock upon the earlier of three years from the date of grant, the Reporting Person's death and the Reporting Person's separation from service from the Issuer. F2 · price: Reflects the closing sale price of the Issuer's common stock as reported on the New York Stock Exchange on May 3, 2017. Read SEC document |
| April 17, 2017 Filed Apr 26, 2017 19:51 UTC | CBL & ASSOCIATES PROPERTIES INC CBL · Entity 1483 | OtherCommon Stock | 111.8934 | $9.47 | $1,060.00 |
DisclosureSEC source: 0001127602-17-015525 · form4.xml · nonDerivative · entry 1 Lieb Richard J · CIK 0001430075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,111.8934 F1 · shares: The shares were acquired via the Company's Dividend Reinvestment Plan. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 22:00 UTC | VEREIT, Inc. VER · Entity 134043 | GrantCommon Stock | 2,396 | $8.93 | $21,396.28 |
DisclosureSEC source: 0001507385-17-000035 · wf-form4_148823281026124.xml · nonDerivative · entry 1 Lieb Richard J · CIK 0001430075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,396 F1 · shares: Reflects deferred stock units awarded February 23, 2017 in respect of the annual equity retainer due to the Reporting Person, for the Reporting Peron's service as an independent director, prorated for the period from February 23, 2017 through May 4, 2017. Such deferred stock units are subject to a holding period requirement ending upon the earlier of three years from the date of grant and the end of the Reporting Person's term of service as an independent director. F2 · price: Reflects the closing sale price of the Issuer's common stock as reported on the New York Stock Exchange on February 23, 2017. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 19:55 UTC | CBL & ASSOCIATES PROPERTIES INC CBL · Entity 1483 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-000508 · form4.xml · nonDerivative · entry 1 Lieb Richard J · CIK 0001430075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 F1 · shares: Grant of restricted Common Stock pursuant to the terms of the CBL & Associates Properties, Inc. 2012 Stock Incentive Plan, as amended. Read SEC document |
| October 12, 2016 Filed Oct 13, 2016 17:24 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 527 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-145768 · doc4.xml · nonDerivative · entry 1 Lieb Richard J · CIK 0001430075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 527 F1 · price: Reflects grant of shares of restricted stock under the issuer's Stock Option and Incentive Plan, which are subject to vesting requirements. F2 · balance_after: The amount of securities owned following the reported transaction reflects direct ownership of all shares of common stock, some of which may be subject to vesting requirements. 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.