Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRT Apartments Corp.BRT · Entity 6062 | Senior Vice President | January 09, 2026 | January 13, 2026 |
| ONE LIBERTY PROPERTIES INCOLP · Entity 5432 | Senior VP - Finance | August 05, 2026 | August 07, 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.
BRT Apartments Corp.
Report date January 09, 2026 · Filed January 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 291,032.699 |
Reported balance
After 2026-01-09 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2026-01-09 · Grant · Acquired 6,690 · Balance 291,032.699 F5: These shares were issued as restricted stock on January 9, 2026 under the issuer's 2024 Incentive Plan. Generally, subject to the reporting person's continued relationship with the issuer, the shares vest on or about January 8, 2031. F4: Includes shares acquired through issuer's dividend reinvestment plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Gould Investors L.P. pension trust | 41,194 |
Reported balance
Holding disclosure · report date 2026-01-09 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 41,194 F1: Reporting person is a trustee of the Gould Investors L.P. Pension Trust. |
| Common StockSEC Table I · non-derivative | IndirectBy REIT Mgt. Corp. pension and profit sharing trusts | 250,566 |
Reported balance
Holding disclosure · report date 2026-01-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 250,566 F2: Reporting person is a trustee of each of the REIT Management Corp. Pension Plan and the REIT Management Corp. 401(k) Tax Deferred Savings Plan Profit Sharing Trust, which in the aggregate own the number of shares shown. |
| Common StockSEC Table I · non-derivative | IndirectBy BRT Realty Trust Pension Trust | 20,874 |
Reported balance
Holding disclosure · report date 2026-01-09 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 20,874 F3: Reporting person is a trustee of the BRT Apartments Corp. Pension Trust, which owns these shares. |
| Common StockSEC Table I · non-derivative | IndirectBy spouse | 5,495.37 |
Reported balance
Holding disclosure · report date 2026-01-09 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 5,495.37 F4: Includes shares acquired through issuer's dividend reinvestment plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Reporting person is a trustee of the Gould Investors L.P. Pension Trust.
F2: Reporting person is a trustee of each of the REIT Management Corp. Pension Plan and the REIT Management Corp. 401(k) Tax Deferred Savings Plan Profit Sharing Trust, which in the aggregate own the number of shares shown.
F3: Reporting person is a trustee of the BRT Apartments Corp. Pension Trust, which owns these shares.
F4: Includes shares acquired through issuer's dividend reinvestment plan.
F5: These shares were issued as restricted stock on January 9, 2026 under the issuer's 2024 Incentive Plan. Generally, subject to the reporting person's continued relationship with the issuer, the shares vest on or about January 8, 2031.
ONE LIBERTY PROPERTIES INC
Report date August 05, 2026 · Filed August 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 252,859.6306 |
Reported balance
After 2026-08-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-05 · Grant · Acquired 4,910 · Balance 252,859.6306 F1: Represents the date that the compensation committee determined that the metrics with respect to the shares underlying the RSUs granted in 2023 had been satisfied. The related performance period ended June 30, 2026. F2: Includes shares acquired through issuer's dividend reinvestment plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Gould Investors L.P. pension trust | 19,438 |
Reported balance
Holding disclosure · report date 2026-08-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 19,438 F3: Reporting person is a trustee of Gould Investors L.P. Pension Trust. |
| Common StockSEC Table I · non-derivative | IndirectBy REIT Mgt. Corp. pension and profit sharing trusts | 155,033 |
Reported balance
Holding disclosure · report date 2026-08-05 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 155,033 F4: Reporting person is a trustee of each of the REIT Management Corp. Pension Plan and the REIT Management Corp. 401(k) Tax Deferred Savings Plan Profit Sharing Trust, which in the aggregate own the number of shares shown. |
| Common StockSEC Table I · non-derivative | IndirectBy BRT Apartments Corp. Pension Trust | 4,169 |
Reported balance
Holding disclosure · report date 2026-08-05 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 4,169 F5: Reporting person is a trustee of BRT Apartments Corp. Pension Trust, which owns these shares. |
| Common StockSEC Table I · non-derivative | IndirectBy spouse | 1,276.986 |
Reported balance
Holding disclosure · report date 2026-08-05 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,276.986 F2: Includes shares acquired through issuer's dividend reinvestment plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the date that the compensation committee determined that the metrics with respect to the shares underlying the RSUs granted in 2023 had been satisfied. The related performance period ended June 30, 2026.
F2: Includes shares acquired through issuer's dividend reinvestment plan.
F3: Reporting person is a trustee of Gould Investors L.P. Pension Trust.
F4: Reporting person is a trustee of each of the REIT Management Corp. Pension Plan and the REIT Management Corp. 401(k) Tax Deferred Savings Plan Profit Sharing Trust, which in the aggregate own the number of shares shown.
F5: Reporting person is a trustee of BRT Apartments Corp. Pension Trust, which owns these shares.
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 02, 2017 Filed Aug 3, 2017 22:05 UTC | ONE LIBERTY PROPERTIES INC OLP · Entity 5432 | GrantCommon Stock | 8,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-004766 · marketforms-39311.xml · nonDerivative · entry 1 KALISH DAVID · CIK 0001187906 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,174 F1 · kind: Represents shares underlying restricted stock units issued in 2010. The shares were issued upon satisfaction of the applicable performance conditions. F2 · balance_after: Total includes shares owned by IRA of reporting person and shares owned by profit sharing trust. Read SEC document |
| January 19, 2017 Filed Mar 6, 2017 15:09 UTC | ONE LIBERTY PROPERTIES INC OLP · Entity 5432 | GiftCommon Stock | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-001690 · marketforms-38122.xml · nonDerivative · entry 1 KALISH DAVID · CIK 0001187906 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,061 F1 · balance_after: Total includes shares owned by IRA of reporting person and shares owned by profit sharing trust. Read SEC document |
| January 17, 2017 Filed Nov 16, 2020 13:14 UTC Amendment | ONE LIBERTY PROPERTIES INC OLP · Entity 5432 | GiftCommon Stock | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-009505 · marketforms-50113.xml · nonDerivative · entry 1 KALISH DAVID · CIK 0001187906 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,024 Read SEC document |
| January 09, 2017 Filed Jan 11, 2017 14:36 UTC | ONE LIBERTY PROPERTIES INC OLP · Entity 5432 | GrantCommon Stock | 9,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-000249 · marketforms-37446.xml · nonDerivative · entry 1 KALISH DAVID · CIK 0001187906 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,211 F1 · shares: These shares were issued as restricted stock effective January 9, 2017 under the issuer's 2016 Incentive Plan. The shares vest January 8, 2022. The award is exempt from Section 16(b) under Rule 16b-3(d)(1). F2 · balance_after: Total includes shares owned by IRA of reporting person and shares owned by profit sharing trust. Read SEC document |
| January 04, 2017 Filed Jan 6, 2017 11:50 UTC | BRT Apartments Corp. BRT · Entity 6062 | GrantShares of Beneficial Interest | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-000167 · marketforms-37419.xml · nonDerivative · entry 1 KALISH DAVID · CIK 0001187906 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,299 F1 · shares: These shares were issued as restricted stock effective January 4, 2017 under the issuer's 2016 Amended and Restated Incentive Plan. The shares vest January 3, 2022. The award is exempt from Section 16(b) under Rule 16b-3(d)(1). F2 · balance_after: Includes shares owned jointly with spouse. Includes shares in an IRA. Read SEC document |
| February 25, 2015 Filed Nov 16, 2020 13:14 UTC Amendment | ONE LIBERTY PROPERTIES INC OLP · Entity 5432 | GiftCommon Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-009504 · marketforms-50112.xml · nonDerivative · entry 1 KALISH DAVID · CIK 0001187906 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,311 Read SEC document |
| November 04, 2013 Filed Nov 16, 2020 13:13 UTC Amendment | ONE LIBERTY PROPERTIES INC OLP · Entity 5432 | GiftCommon Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-009502 · marketforms-50111.xml · nonDerivative · entry 1 KALISH DAVID · CIK 0001187906 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,561 Read SEC document |
| December 31, 2012 Filed Nov 16, 2020 13:13 UTC Amendment | ONE LIBERTY PROPERTIES INC OLP · Entity 5432 | GiftCommon Stock | 30 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-009501 · marketforms-50110.xml · nonDerivative · entry 2 KALISH DAVID · CIK 0001187906 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,731 Read SEC document |
| June 05, 2012 Filed Nov 16, 2020 13:13 UTC Amendment | ONE LIBERTY PROPERTIES INC OLP · Entity 5432 | GiftCommon Stock | 450 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-009501 · marketforms-50110.xml · nonDerivative · entry 1 KALISH DAVID · CIK 0001187906 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,761 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.