Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Brookdale Senior Living Inc.BKD · Entity 4268 | Director | February 13, 2017 | February 16, 2017 |
| REGENCY CENTERS CORPREG · Entity 3380 | Director | August 07, 2026 | August 07, 2026 |
| VIVMARK RESIDENTIALEQR · Entity 499 | Director · President & CEO | February 09, 2026 | February 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.
Brookdale Senior Living Inc.
Report date February 13, 2017 · Filed February 16, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,289 |
Reported balance
After 2017-02-13 transaction · row 1
1 source rowRow 1 · 2017-02-13 · Grant · Acquired 6,738 · Balance 14,289 F1: Acquisition of restricted stock units under the Brookdale Senior Living Inc. 2014 Omnibus Incentive Plan pursuant to the issuer's outside director compensation program. Each restricted stock unit will generally be payable in the form of one share of the issuer's common stock following the reporting person's termination of service as a member of the issuer's Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquisition of restricted stock units under the Brookdale Senior Living Inc. 2014 Omnibus Incentive Plan pursuant to the issuer's outside director compensation program. Each restricted stock unit will generally be payable in the form of one share of the issuer's common stock following the reporting person's termination of service as a member of the issuer's Board of Directors.
REGENCY CENTERS CORP
Report date August 07, 2026 · Filed August 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 686 |
Reported balance
After 2026-08-07 transaction · row 1
1 source rowRow 1 · 2026-08-07 · Grant · Acquired 334 · Balance 686 F1: Represents director's fees paid in stock pursuant to Regency's Omnibus Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents director's fees paid in stock pursuant to Regency's Omnibus Incentive Plan.
VIVMARK RESIDENTIAL
Report date February 09, 2026 · Filed February 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares Of Beneficial InterestSEC Table I · non-derivative | Direct | 41,889 |
Reported balance
After 2026-02-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-09 · Grant · Acquired 19,909 · Balance 41,889 F1: Represents restricted shares scheduled to vest on February 9, 2029. F2: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $64.67 · Expires 2036-02-09 | Direct | 144,350 |
Reported balance
After 2026-02-09 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-02-09 · Grant · Acquired 144,350 · Balance 144,350 F5: Represents share options scheduled to vest in approximately three equal installments on February 9, 2027, February 9, 2028 and February 9, 2029. |
| Common Shares Of Beneficial InterestSEC Table I · non-derivative | Indirect401(k) Plan | 1,340 |
Reported balance
Holding disclosure · report date 2026-02-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,340 F3: Represents shares acquired through profit sharing contributions and dividend reinvestment activity in the reporting person's account with the Equity Residential Advantage 401(k) Retirement Savings Plan, a plan qualified under Section 401(k) of the Internal Revenue Code of 1986, as amended. Such shares represent acquisitions through January 16, 2026. |
| Common Shares Of Beneficial InterestSEC Table I · non-derivative | IndirectSERP Account | 4,112 |
Reported balance
Holding disclosure · report date 2026-02-09 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 4,112 F4: Represents shares owned by Principal Trust Company, as Trustee of the Equity Residential Supplemental Executive Retirement Plan (the "SERP"), for the benefit of the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted shares scheduled to vest on February 9, 2029.
F2: Direct total includes restricted shares of Equity Residential scheduled to vest in the future.
F3: Represents shares acquired through profit sharing contributions and dividend reinvestment activity in the reporting person's account with the Equity Residential Advantage 401(k) Retirement Savings Plan, a plan qualified under Section 401(k) of the Internal Revenue Code of 1986, as amended. Such shares represent acquisitions through January 16, 2026.
F4: Represents shares owned by Principal Trust Company, as Trustee of the Equity Residential Supplemental Executive Retirement Plan (the "SERP"), for the benefit of the reporting person.
F5: Represents share options scheduled to vest in approximately three equal installments on February 9, 2027, February 9, 2028 and February 9, 2029.
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 |
|---|---|---|---|---|---|---|
| November 01, 2017 Filed Nov 3, 2017 21:40 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 1,600 | $68.01 | $108,809.60 |
DisclosureSEC source: 0001127602-17-031238 · form4.xml · nonDerivative · entry 2 Parrell Mark J. · CIK 0001414146 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,752 F2 · price: The price represents the weighted average price of the shares sold. The shares were sold within a range of $68.00 to $68.04. The reporting person will provide, upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares sold at each separate price. F1 · balance_after: Direct total includes restricted shares of the Company scheduled to vest in the future. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 21:40 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 1,600 | $51.34 | $82,144.00 |
DisclosureSEC source: 0001127602-17-031238 · form4.xml · nonDerivative · entry 1 Parrell Mark J. · CIK 0001414146 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,352 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: Direct total includes restricted shares of the Company scheduled to vest in the future. Read SEC document |
| February 13, 2017 Filed Feb 16, 2017 00:03 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | GrantCommon Stock | 6,738 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-007807 · doc1.xml · nonDerivative · entry 1 Parrell Mark J. · CIK 0001414146 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,289 F1 · shares: Acquisition of restricted stock units under the Brookdale Senior Living Inc. 2014 Omnibus Incentive Plan pursuant to the issuer's outside director compensation program. Each restricted stock unit will generally be payable in the form of one share of the issuer's common stock following the reporting person's termination of service as a member of the issuer's Board of Directors. Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 21:57 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 89,078 | $0.00 Strike: $60.76 | $0.00 |
DisclosureSEC source: 0001127602-17-004099 · form4.xml · derivative · entry 1 Parrell Mark J. · CIK 0001414146 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,078 Underlying: Common Shares Of Beneficial Interest · 89,078 shares Expires 2027-02-02 F1 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.