Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIZENS FINANCIAL GROUP INC/RICFG · Entity 1913 | Director | February 18, 2026 | February 19, 2026 |
| Essential Utilities, Inc.WTR · Entity 3473 | Director | March 29, 2019 | April 01, 2019 |
| FS Credit Real Estate Income Trust, Inc.NONE · Entity 19092 | Director | August 03, 2026 | August 06, 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.
CITIZENS FINANCIAL GROUP INC/RI
Report date February 18, 2026 · Filed February 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 77,944.017 |
Reported balance
After 2026-02-18 transaction · row 1
1 source rowRow 1 · 2026-02-18 · Grant · Acquired 283.494 · Balance 77,944.017 F1: Reflects restricted stock units credited to the reporting person's account following the issuer's dividend payment, pursuant to an award granted to the filer pursuant to the Amended & Restated Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan. |
| Common StockSEC Table I · non-derivative | IndirectHeld by BKMH Partners LP | 83 |
Reported balance
Holding disclosure · report date 2026-02-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 83 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects restricted stock units credited to the reporting person's account following the issuer's dividend payment, pursuant to an award granted to the filer pursuant to the Amended & Restated Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan.
Essential Utilities, Inc.
Report date March 29, 2019 · Filed April 01, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,567 |
Reported balance
After 2019-03-29 transaction · row 1
1 source rowRow 1 · 2019-03-29 · Grant · Acquired 613 · Balance 32,567 |
FS Credit Real Estate Income Trust, Inc.
Report date August 03, 2026 · Filed August 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class I Common StockSEC Table I · non-derivative | Direct | 7,023.437 |
Reported balance
After 2026-08-03 transaction · row 1
1 source rowRow 1 · 2026-08-03 · Grant · Acquired 786.464 · Balance 7,023.437 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
LIBERTY PROPERTY TRUST
Report date February 01, 2020 · Filed February 04, 2020
Section 16 reporting ended · disclosed 2020-02-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial Interest ($0.001 par value)SEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2020-02-03 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2020-02-01 · Grant · Acquired 158,007.365 · Balance 608,832.365 F1: Consists of common shares issuable pursuant to restricted share units granted in 2018 and 2019, as compensation, the performance conditions relating to which have been satisfied, and shares that accrued under the Company's Dividend Reinvestment Plan with respect to such restricted share units. F2: Received as employment compensation. Row 2 · 2020-02-01 · Tax withholding · Disposed 212,061.601 · Balance 396,770.764 F3: Consists of shares withheld in payment of income taxes upon the vesting of the restricted share units reported in line 1 of Table I in this Form 4 and the termination and conversion of the options reported in Table II in this Form 4. Row 3 · 2020-02-03 · Disposition to issuer · Disposed 396,770.764 · Balance 0 F4: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 27, 2019, by and among Liberty Property Trust (the "Company"), Liberty Property Limited Partnership (the "Partnership"), Leaf Holdco Property Trust ("New Liberty Holdco"), Prologis, Inc. ("Prologis"), Lambda REIT Acquisition LLC ("Prologis Merger Sub"), Prologis, L.P. ("Prologis OP") and Lambda OP Acquisition LLC ("Prologis OP Merger Sub"), on February 3, 2020, (i) an indirect wholly owned subsidiary of New Liberty Holdco merged with and into the Company (the "Company Merger"), with the Company continuing as the surviving entity and as an indirect wholly owned subsidiary of New Liberty Holdco; (ii) on February 4, 2020, New Liberty Holdco merged with and into Prologis Merger Sub, with Prologis Merger Sub continuing as the surviving corporation and a wholly owned subsidiary of Prologis; F5: (Continued from footnote 4) (iii) immediately after the Topco Merger, Prologis Merger Sub caused all of the outstanding equity interests in the Company to be contributed to Prologis OP in exchange for the issuance by Prologis OP of the partnership interests in Prologis OP to other subsidiaries of Prologis; (iv) and thereafter, Prologis OP Merger Sub merged with and into the Partnership, with the Partnership continuing as the surviving entity and a wholly owned subsidiary of Prologis OP. Pursuant to the Merger Agreement, at the effective time of the Company Merger (the "Company Merger Effective Time"), each outstanding common share of beneficial interest, par value $0.001 per share, of the Company (a "Company Common Share"), held by the reporting person immediately prior to Company Merger Effective Time was automatically converted into one newly issued share of beneficial interest, par value $0.001 per share, of New Liberty Holdco (a "New Liberty Holdco Common Share"). F6: (Continued from footnote 5) At the effective time of the Topco Merger (the "Topco Merger Effective Time"), each outstanding New Liberty Holdco Common Share held by the reporting person was automatically converted into the right to receive 0.675 (the "Exchange Ratio") validly issued, fully paid and non-assessable shares of common stock, par value $0.01 per share, of Prologis ("Prologis Common Stock" and such consideration, the "Merger Consideration") together with cash in lieu of fractional shares, without interest, but subject to any withholding required under applicable tax law, upon the terms and subject to the conditions set forth in the Merger Agreement. On January 31, 2020, the closing price of the Company Common Shares was $62.65 per share and the closing price of Prologis Common Stock was $92.88 per share. |
| Common Shares of Beneficial Interest ($0.001 par value)SEC Table I · non-derivative | IndirectOwned by Wife | 0 |
Reported balance
After 2020-02-03 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2020-02-03 · Disposition to issuer · Disposed 12 · Balance 0 F4: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 27, 2019, by and among Liberty Property Trust (the "Company"), Liberty Property Limited Partnership (the "Partnership"), Leaf Holdco Property Trust ("New Liberty Holdco"), Prologis, Inc. ("Prologis"), Lambda REIT Acquisition LLC ("Prologis Merger Sub"), Prologis, L.P. ("Prologis OP") and Lambda OP Acquisition LLC ("Prologis OP Merger Sub"), on February 3, 2020, (i) an indirect wholly owned subsidiary of New Liberty Holdco merged with and into the Company (the "Company Merger"), with the Company continuing as the surviving entity and as an indirect wholly owned subsidiary of New Liberty Holdco; (ii) on February 4, 2020, New Liberty Holdco merged with and into Prologis Merger Sub, with Prologis Merger Sub continuing as the surviving corporation and a wholly owned subsidiary of Prologis; F5: (Continued from footnote 4) (iii) immediately after the Topco Merger, Prologis Merger Sub caused all of the outstanding equity interests in the Company to be contributed to Prologis OP in exchange for the issuance by Prologis OP of the partnership interests in Prologis OP to other subsidiaries of Prologis; (iv) and thereafter, Prologis OP Merger Sub merged with and into the Partnership, with the Partnership continuing as the surviving entity and a wholly owned subsidiary of Prologis OP. Pursuant to the Merger Agreement, at the effective time of the Company Merger (the "Company Merger Effective Time"), each outstanding common share of beneficial interest, par value $0.001 per share, of the Company (a "Company Common Share"), held by the reporting person immediately prior to Company Merger Effective Time was automatically converted into one newly issued share of beneficial interest, par value $0.001 per share, of New Liberty Holdco (a "New Liberty Holdco Common Share"). F6: (Continued from footnote 5) At the effective time of the Topco Merger (the "Topco Merger Effective Time"), each outstanding New Liberty Holdco Common Share held by the reporting person was automatically converted into the right to receive 0.675 (the "Exchange Ratio") validly issued, fully paid and non-assessable shares of common stock, par value $0.01 per share, of Prologis ("Prologis Common Stock" and such consideration, the "Merger Consideration") together with cash in lieu of fractional shares, without interest, but subject to any withholding required under applicable tax law, upon the terms and subject to the conditions set forth in the Merger Agreement. On January 31, 2020, the closing price of the Company Common Shares was $62.65 per share and the closing price of Prologis Common Stock was $92.88 per share. |
| Common Shares of Beneficial Interest ($0.001 par value)SEC Table I · non-derivative | IndirectOwned by Family Trusts | 0 |
Reported balance
After 2020-02-03 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2020-02-03 · Disposition to issuer · Disposed 37,998 · Balance 0 F4: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 27, 2019, by and among Liberty Property Trust (the "Company"), Liberty Property Limited Partnership (the "Partnership"), Leaf Holdco Property Trust ("New Liberty Holdco"), Prologis, Inc. ("Prologis"), Lambda REIT Acquisition LLC ("Prologis Merger Sub"), Prologis, L.P. ("Prologis OP") and Lambda OP Acquisition LLC ("Prologis OP Merger Sub"), on February 3, 2020, (i) an indirect wholly owned subsidiary of New Liberty Holdco merged with and into the Company (the "Company Merger"), with the Company continuing as the surviving entity and as an indirect wholly owned subsidiary of New Liberty Holdco; (ii) on February 4, 2020, New Liberty Holdco merged with and into Prologis Merger Sub, with Prologis Merger Sub continuing as the surviving corporation and a wholly owned subsidiary of Prologis; F5: (Continued from footnote 4) (iii) immediately after the Topco Merger, Prologis Merger Sub caused all of the outstanding equity interests in the Company to be contributed to Prologis OP in exchange for the issuance by Prologis OP of the partnership interests in Prologis OP to other subsidiaries of Prologis; (iv) and thereafter, Prologis OP Merger Sub merged with and into the Partnership, with the Partnership continuing as the surviving entity and a wholly owned subsidiary of Prologis OP. Pursuant to the Merger Agreement, at the effective time of the Company Merger (the "Company Merger Effective Time"), each outstanding common share of beneficial interest, par value $0.001 per share, of the Company (a "Company Common Share"), held by the reporting person immediately prior to Company Merger Effective Time was automatically converted into one newly issued share of beneficial interest, par value $0.001 per share, of New Liberty Holdco (a "New Liberty Holdco Common Share"). F6: (Continued from footnote 5) At the effective time of the Topco Merger (the "Topco Merger Effective Time"), each outstanding New Liberty Holdco Common Share held by the reporting person was automatically converted into the right to receive 0.675 (the "Exchange Ratio") validly issued, fully paid and non-assessable shares of common stock, par value $0.01 per share, of Prologis ("Prologis Common Stock" and such consideration, the "Merger Consideration") together with cash in lieu of fractional shares, without interest, but subject to any withholding required under applicable tax law, upon the terms and subject to the conditions set forth in the Merger Agreement. On January 31, 2020, the closing price of the Company Common Shares was $62.65 per share and the closing price of Prologis Common Stock was $92.88 per share. |
| Common Shares of Beneficial Interest ($0.001 par value)SEC Table I · non-derivative | IndirectOwned by Grantor Retained Annuity Trust | 0 |
Reported balance
After 2020-02-03 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2020-02-03 · Disposition to issuer · Disposed 24,000 · Balance 0 F4: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 27, 2019, by and among Liberty Property Trust (the "Company"), Liberty Property Limited Partnership (the "Partnership"), Leaf Holdco Property Trust ("New Liberty Holdco"), Prologis, Inc. ("Prologis"), Lambda REIT Acquisition LLC ("Prologis Merger Sub"), Prologis, L.P. ("Prologis OP") and Lambda OP Acquisition LLC ("Prologis OP Merger Sub"), on February 3, 2020, (i) an indirect wholly owned subsidiary of New Liberty Holdco merged with and into the Company (the "Company Merger"), with the Company continuing as the surviving entity and as an indirect wholly owned subsidiary of New Liberty Holdco; (ii) on February 4, 2020, New Liberty Holdco merged with and into Prologis Merger Sub, with Prologis Merger Sub continuing as the surviving corporation and a wholly owned subsidiary of Prologis; F5: (Continued from footnote 4) (iii) immediately after the Topco Merger, Prologis Merger Sub caused all of the outstanding equity interests in the Company to be contributed to Prologis OP in exchange for the issuance by Prologis OP of the partnership interests in Prologis OP to other subsidiaries of Prologis; (iv) and thereafter, Prologis OP Merger Sub merged with and into the Partnership, with the Partnership continuing as the surviving entity and a wholly owned subsidiary of Prologis OP. Pursuant to the Merger Agreement, at the effective time of the Company Merger (the "Company Merger Effective Time"), each outstanding common share of beneficial interest, par value $0.001 per share, of the Company (a "Company Common Share"), held by the reporting person immediately prior to Company Merger Effective Time was automatically converted into one newly issued share of beneficial interest, par value $0.001 per share, of New Liberty Holdco (a "New Liberty Holdco Common Share"). F6: (Continued from footnote 5) At the effective time of the Topco Merger (the "Topco Merger Effective Time"), each outstanding New Liberty Holdco Common Share held by the reporting person was automatically converted into the right to receive 0.675 (the "Exchange Ratio") validly issued, fully paid and non-assessable shares of common stock, par value $0.01 per share, of Prologis ("Prologis Common Stock" and such consideration, the "Merger Consideration") together with cash in lieu of fractional shares, without interest, but subject to any withholding required under applicable tax law, upon the terms and subject to the conditions set forth in the Merger Agreement. On January 31, 2020, the closing price of the Company Common Shares was $62.65 per share and the closing price of Prologis Common Stock was $92.88 per share. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $32.71 · Expires 2020-03-16 | Direct | 0 |
Reported balance
After 2020-02-03 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2020-02-03 · Disposition to issuer · Disposed 103,334 · Balance 0 F9: Pursuant to the Merger Agreement, at the Topco Merger Effective Time, each outstanding and unexercised stock option to purchase Company Common Shares held by the reporting person (recognizing and taking into account that each such option was, at the Company Merger Effective Time, converted into an option to purchase New Liberty Holdco Common Shares, as described in footnote 8) was automatically terminated and converted into the right of the reporting person to receive a number of shares of Prologis Common Stock, equal to the quotient, rounded down to the nearest whole number of shares, of (i)(A) the number of New Liberty Holdco Common Shares that were subject to such option immediately prior to the Topco Merger Effective Time, multiplied by (B) the excess, if any, of the value of the Merger Consideration (which, for this purpose, equals the product of the Exchange Ratio, multiplied by the Prologis VWAP (as defined below) over the per share exercise price of the Company stock option, F10: (Continued from footnote 9) divided by (ii) the Prologis VWAP, plus any fractional share consideration that the reporting person has the right to receive pursuant to the Merger Agreement, less applicable taxes and withholdings. Prologis VWAP means the volume weighted average price of Prologis Common Stock for the 10 trading days immediately prior to the 2nd business day prior to the date of the Topco Merger Effective Time, starting with the opening of trading on the 1st trading day of such period and ending with the closing of trading on the trading day immediately prior to the 2nd business day prior to the date of the Topco Merger Effective Time, as reported by Bloomberg (or, in the event Bloomberg does not report such information, such third-party service as is mutually agreed upon in good faith by Prologis and the Company). F7: Granted March 16, 2010 and became exercisable 20% after the first anniversary of the date of grant, 50% after the second anniversary and fully after the third anniversary. F8: Pursuant to the Merger Agreement, each Company stock option outstanding immediately prior to the Company Merger Effective Time held by the reporting person was automatically converted into an equivalent equity award relating to an equal number of New Liberty Holdco Common Shares and was otherwise be subject to all of the same terms and conditions (including per share exercise price, if applicable) that applied to such award immediately prior to the Company Merger Effective Time. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $33.77 · Expires 2021-02-28 | Direct | 0 |
Reported balance
After 2020-02-03 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2020-02-03 · Disposition to issuer · Disposed 65,707 · Balance 0 F9: Pursuant to the Merger Agreement, at the Topco Merger Effective Time, each outstanding and unexercised stock option to purchase Company Common Shares held by the reporting person (recognizing and taking into account that each such option was, at the Company Merger Effective Time, converted into an option to purchase New Liberty Holdco Common Shares, as described in footnote 8) was automatically terminated and converted into the right of the reporting person to receive a number of shares of Prologis Common Stock, equal to the quotient, rounded down to the nearest whole number of shares, of (i)(A) the number of New Liberty Holdco Common Shares that were subject to such option immediately prior to the Topco Merger Effective Time, multiplied by (B) the excess, if any, of the value of the Merger Consideration (which, for this purpose, equals the product of the Exchange Ratio, multiplied by the Prologis VWAP (as defined below) over the per share exercise price of the Company stock option, F10: (Continued from footnote 9) divided by (ii) the Prologis VWAP, plus any fractional share consideration that the reporting person has the right to receive pursuant to the Merger Agreement, less applicable taxes and withholdings. Prologis VWAP means the volume weighted average price of Prologis Common Stock for the 10 trading days immediately prior to the 2nd business day prior to the date of the Topco Merger Effective Time, starting with the opening of trading on the 1st trading day of such period and ending with the closing of trading on the trading day immediately prior to the 2nd business day prior to the date of the Topco Merger Effective Time, as reported by Bloomberg (or, in the event Bloomberg does not report such information, such third-party service as is mutually agreed upon in good faith by Prologis and the Company). F8: Pursuant to the Merger Agreement, each Company stock option outstanding immediately prior to the Company Merger Effective Time held by the reporting person was automatically converted into an equivalent equity award relating to an equal number of New Liberty Holdco Common Shares and was otherwise be subject to all of the same terms and conditions (including per share exercise price, if applicable) that applied to such award immediately prior to the Company Merger Effective Time. F11: Granted February 28, 2011 and became exercisable 20% after the first anniversary of the date of grant, 50% after the second anniversary and fully after the third anniversary. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $34.56 · Expires 2022-03-16 | Direct | 0 |
Reported balance
After 2020-02-03 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2020-02-03 · Disposition to issuer · Disposed 67,229 · Balance 0 F9: Pursuant to the Merger Agreement, at the Topco Merger Effective Time, each outstanding and unexercised stock option to purchase Company Common Shares held by the reporting person (recognizing and taking into account that each such option was, at the Company Merger Effective Time, converted into an option to purchase New Liberty Holdco Common Shares, as described in footnote 8) was automatically terminated and converted into the right of the reporting person to receive a number of shares of Prologis Common Stock, equal to the quotient, rounded down to the nearest whole number of shares, of (i)(A) the number of New Liberty Holdco Common Shares that were subject to such option immediately prior to the Topco Merger Effective Time, multiplied by (B) the excess, if any, of the value of the Merger Consideration (which, for this purpose, equals the product of the Exchange Ratio, multiplied by the Prologis VWAP (as defined below) over the per share exercise price of the Company stock option, F10: (Continued from footnote 9) divided by (ii) the Prologis VWAP, plus any fractional share consideration that the reporting person has the right to receive pursuant to the Merger Agreement, less applicable taxes and withholdings. Prologis VWAP means the volume weighted average price of Prologis Common Stock for the 10 trading days immediately prior to the 2nd business day prior to the date of the Topco Merger Effective Time, starting with the opening of trading on the 1st trading day of such period and ending with the closing of trading on the trading day immediately prior to the 2nd business day prior to the date of the Topco Merger Effective Time, as reported by Bloomberg (or, in the event Bloomberg does not report such information, such third-party service as is mutually agreed upon in good faith by Prologis and the Company). F8: Pursuant to the Merger Agreement, each Company stock option outstanding immediately prior to the Company Merger Effective Time held by the reporting person was automatically converted into an equivalent equity award relating to an equal number of New Liberty Holdco Common Shares and was otherwise be subject to all of the same terms and conditions (including per share exercise price, if applicable) that applied to such award immediately prior to the Company Merger Effective Time. F12: Granted March 16, 2012 and became exercisable 20% after the first anniversary of the date of grant, 50% after the second anniversary and fully after the third anniversary. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $39.59 · Expires 2023-03-18 | Direct | 0 |
Reported balance
After 2020-02-03 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2020-02-03 · Disposition to issuer · Disposed 60,246 · Balance 0 F9: Pursuant to the Merger Agreement, at the Topco Merger Effective Time, each outstanding and unexercised stock option to purchase Company Common Shares held by the reporting person (recognizing and taking into account that each such option was, at the Company Merger Effective Time, converted into an option to purchase New Liberty Holdco Common Shares, as described in footnote 8) was automatically terminated and converted into the right of the reporting person to receive a number of shares of Prologis Common Stock, equal to the quotient, rounded down to the nearest whole number of shares, of (i)(A) the number of New Liberty Holdco Common Shares that were subject to such option immediately prior to the Topco Merger Effective Time, multiplied by (B) the excess, if any, of the value of the Merger Consideration (which, for this purpose, equals the product of the Exchange Ratio, multiplied by the Prologis VWAP (as defined below) over the per share exercise price of the Company stock option, F10: (Continued from footnote 9) divided by (ii) the Prologis VWAP, plus any fractional share consideration that the reporting person has the right to receive pursuant to the Merger Agreement, less applicable taxes and withholdings. Prologis VWAP means the volume weighted average price of Prologis Common Stock for the 10 trading days immediately prior to the 2nd business day prior to the date of the Topco Merger Effective Time, starting with the opening of trading on the 1st trading day of such period and ending with the closing of trading on the trading day immediately prior to the 2nd business day prior to the date of the Topco Merger Effective Time, as reported by Bloomberg (or, in the event Bloomberg does not report such information, such third-party service as is mutually agreed upon in good faith by Prologis and the Company). F8: Pursuant to the Merger Agreement, each Company stock option outstanding immediately prior to the Company Merger Effective Time held by the reporting person was automatically converted into an equivalent equity award relating to an equal number of New Liberty Holdco Common Shares and was otherwise be subject to all of the same terms and conditions (including per share exercise price, if applicable) that applied to such award immediately prior to the Company Merger Effective Time. F13: Granted March 18, 2013 and became exercisable 20% after the first anniversary of the date of grant, 50% after the second anniversary and fully after the third anniversary. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $37.26 · Expires 2024-03-17 | Direct | 0 |
Reported balance
After 2020-02-03 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2020-02-03 · Disposition to issuer · Disposed 127,951 · Balance 0 F9: Pursuant to the Merger Agreement, at the Topco Merger Effective Time, each outstanding and unexercised stock option to purchase Company Common Shares held by the reporting person (recognizing and taking into account that each such option was, at the Company Merger Effective Time, converted into an option to purchase New Liberty Holdco Common Shares, as described in footnote 8) was automatically terminated and converted into the right of the reporting person to receive a number of shares of Prologis Common Stock, equal to the quotient, rounded down to the nearest whole number of shares, of (i)(A) the number of New Liberty Holdco Common Shares that were subject to such option immediately prior to the Topco Merger Effective Time, multiplied by (B) the excess, if any, of the value of the Merger Consideration (which, for this purpose, equals the product of the Exchange Ratio, multiplied by the Prologis VWAP (as defined below) over the per share exercise price of the Company stock option, F10: (Continued from footnote 9) divided by (ii) the Prologis VWAP, plus any fractional share consideration that the reporting person has the right to receive pursuant to the Merger Agreement, less applicable taxes and withholdings. Prologis VWAP means the volume weighted average price of Prologis Common Stock for the 10 trading days immediately prior to the 2nd business day prior to the date of the Topco Merger Effective Time, starting with the opening of trading on the 1st trading day of such period and ending with the closing of trading on the trading day immediately prior to the 2nd business day prior to the date of the Topco Merger Effective Time, as reported by Bloomberg (or, in the event Bloomberg does not report such information, such third-party service as is mutually agreed upon in good faith by Prologis and the Company). F8: Pursuant to the Merger Agreement, each Company stock option outstanding immediately prior to the Company Merger Effective Time held by the reporting person was automatically converted into an equivalent equity award relating to an equal number of New Liberty Holdco Common Shares and was otherwise be subject to all of the same terms and conditions (including per share exercise price, if applicable) that applied to such award immediately prior to the Company Merger Effective Time. F14: Granted March 17, 2014 and became exercisable 20% after the first anniversary of the date of grant, 50% after the second anniversary and fully after the third anniversary. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $35.18 · Expires 2025-03-16 | Direct | 0 |
Reported balance
After 2020-02-03 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2020-02-03 · Disposition to issuer · Disposed 134,383 · Balance 0 F9: Pursuant to the Merger Agreement, at the Topco Merger Effective Time, each outstanding and unexercised stock option to purchase Company Common Shares held by the reporting person (recognizing and taking into account that each such option was, at the Company Merger Effective Time, converted into an option to purchase New Liberty Holdco Common Shares, as described in footnote 8) was automatically terminated and converted into the right of the reporting person to receive a number of shares of Prologis Common Stock, equal to the quotient, rounded down to the nearest whole number of shares, of (i)(A) the number of New Liberty Holdco Common Shares that were subject to such option immediately prior to the Topco Merger Effective Time, multiplied by (B) the excess, if any, of the value of the Merger Consideration (which, for this purpose, equals the product of the Exchange Ratio, multiplied by the Prologis VWAP (as defined below) over the per share exercise price of the Company stock option, F10: (Continued from footnote 9) divided by (ii) the Prologis VWAP, plus any fractional share consideration that the reporting person has the right to receive pursuant to the Merger Agreement, less applicable taxes and withholdings. Prologis VWAP means the volume weighted average price of Prologis Common Stock for the 10 trading days immediately prior to the 2nd business day prior to the date of the Topco Merger Effective Time, starting with the opening of trading on the 1st trading day of such period and ending with the closing of trading on the trading day immediately prior to the 2nd business day prior to the date of the Topco Merger Effective Time, as reported by Bloomberg (or, in the event Bloomberg does not report such information, such third-party service as is mutually agreed upon in good faith by Prologis and the Company). F8: Pursuant to the Merger Agreement, each Company stock option outstanding immediately prior to the Company Merger Effective Time held by the reporting person was automatically converted into an equivalent equity award relating to an equal number of New Liberty Holdco Common Shares and was otherwise be subject to all of the same terms and conditions (including per share exercise price, if applicable) that applied to such award immediately prior to the Company Merger Effective Time. F15: Granted March 16, 2015 and became exercisable 20% after the first anniversary of the date of grant, 50% after the second anniversary and fully after the third anniversary. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of common shares issuable pursuant to restricted share units granted in 2018 and 2019, as compensation, the performance conditions relating to which have been satisfied, and shares that accrued under the Company's Dividend Reinvestment Plan with respect to such restricted share units.
F2: Received as employment compensation.
F3: Consists of shares withheld in payment of income taxes upon the vesting of the restricted share units reported in line 1 of Table I in this Form 4 and the termination and conversion of the options reported in Table II in this Form 4.
F4: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 27, 2019, by and among Liberty Property Trust (the "Company"), Liberty Property Limited Partnership (the "Partnership"), Leaf Holdco Property Trust ("New Liberty Holdco"), Prologis, Inc. ("Prologis"), Lambda REIT Acquisition LLC ("Prologis Merger Sub"), Prologis, L.P. ("Prologis OP") and Lambda OP Acquisition LLC ("Prologis OP Merger Sub"), on February 3, 2020, (i) an indirect wholly owned subsidiary of New Liberty Holdco merged with and into the Company (the "Company Merger"), with the Company continuing as the surviving entity and as an indirect wholly owned subsidiary of New Liberty Holdco; (ii) on February 4, 2020, New Liberty Holdco merged with and into Prologis Merger Sub, with Prologis Merger Sub continuing as the surviving corporation and a wholly owned subsidiary of Prologis;
F5: (Continued from footnote 4) (iii) immediately after the Topco Merger, Prologis Merger Sub caused all of the outstanding equity interests in the Company to be contributed to Prologis OP in exchange for the issuance by Prologis OP of the partnership interests in Prologis OP to other subsidiaries of Prologis; (iv) and thereafter, Prologis OP Merger Sub merged with and into the Partnership, with the Partnership continuing as the surviving entity and a wholly owned subsidiary of Prologis OP. Pursuant to the Merger Agreement, at the effective time of the Company Merger (the "Company Merger Effective Time"), each outstanding common share of beneficial interest, par value $0.001 per share, of the Company (a "Company Common Share"), held by the reporting person immediately prior to Company Merger Effective Time was automatically converted into one newly issued share of beneficial interest, par value $0.001 per share, of New Liberty Holdco (a "New Liberty Holdco Common Share").
F6: (Continued from footnote 5) At the effective time of the Topco Merger (the "Topco Merger Effective Time"), each outstanding New Liberty Holdco Common Share held by the reporting person was automatically converted into the right to receive 0.675 (the "Exchange Ratio") validly issued, fully paid and non-assessable shares of common stock, par value $0.01 per share, of Prologis ("Prologis Common Stock" and such consideration, the "Merger Consideration") together with cash in lieu of fractional shares, without interest, but subject to any withholding required under applicable tax law, upon the terms and subject to the conditions set forth in the Merger Agreement. On January 31, 2020, the closing price of the Company Common Shares was $62.65 per share and the closing price of Prologis Common Stock was $92.88 per share.
F7: Granted March 16, 2010 and became exercisable 20% after the first anniversary of the date of grant, 50% after the second anniversary and fully after the third anniversary.
F8: Pursuant to the Merger Agreement, each Company stock option outstanding immediately prior to the Company Merger Effective Time held by the reporting person was automatically converted into an equivalent equity award relating to an equal number of New Liberty Holdco Common Shares and was otherwise be subject to all of the same terms and conditions (including per share exercise price, if applicable) that applied to such award immediately prior to the Company Merger Effective Time.
F9: Pursuant to the Merger Agreement, at the Topco Merger Effective Time, each outstanding and unexercised stock option to purchase Company Common Shares held by the reporting person (recognizing and taking into account that each such option was, at the Company Merger Effective Time, converted into an option to purchase New Liberty Holdco Common Shares, as described in footnote 8) was automatically terminated and converted into the right of the reporting person to receive a number of shares of Prologis Common Stock, equal to the quotient, rounded down to the nearest whole number of shares, of (i)(A) the number of New Liberty Holdco Common Shares that were subject to such option immediately prior to the Topco Merger Effective Time, multiplied by (B) the excess, if any, of the value of the Merger Consideration (which, for this purpose, equals the product of the Exchange Ratio, multiplied by the Prologis VWAP (as defined below) over the per share exercise price of the Company stock option,
F10: (Continued from footnote 9) divided by (ii) the Prologis VWAP, plus any fractional share consideration that the reporting person has the right to receive pursuant to the Merger Agreement, less applicable taxes and withholdings. Prologis VWAP means the volume weighted average price of Prologis Common Stock for the 10 trading days immediately prior to the 2nd business day prior to the date of the Topco Merger Effective Time, starting with the opening of trading on the 1st trading day of such period and ending with the closing of trading on the trading day immediately prior to the 2nd business day prior to the date of the Topco Merger Effective Time, as reported by Bloomberg (or, in the event Bloomberg does not report such information, such third-party service as is mutually agreed upon in good faith by Prologis and the Company).
F11: Granted February 28, 2011 and became exercisable 20% after the first anniversary of the date of grant, 50% after the second anniversary and fully after the third anniversary.
F12: Granted March 16, 2012 and became exercisable 20% after the first anniversary of the date of grant, 50% after the second anniversary and fully after the third anniversary.
F13: Granted March 18, 2013 and became exercisable 20% after the first anniversary of the date of grant, 50% after the second anniversary and fully after the third anniversary.
F14: Granted March 17, 2014 and became exercisable 20% after the first anniversary of the date of grant, 50% after the second anniversary and fully after the third anniversary.
F15: Granted March 16, 2015 and became exercisable 20% after the first anniversary of the date of grant, 50% after the second anniversary and fully after the third anniversary.
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 |
|---|---|---|---|---|---|---|
| February 03, 2020 Filed Feb 4, 2020 16:33 UTC | LIBERTY PROPERTY TRUST LPT · Entity 151900 | Disposition to issuerCommon Shares of Beneficial Interest ($0.001 par value) | 24,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-006371 · doc4.xml · nonDerivative · entry 6 HANKOWSKY WILLIAM P · CIK 0001248371 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Owned by Grantor Retained Annuity Trust Disclosed balance after: 0 F4 · price: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 27, 2019, by and among Liberty Property Trust (the "Company"), Liberty Property Limited Partnership (the "Partnership"), Leaf Holdco Property Trust ("New Liberty Holdco"), Prologis, Inc. ("Prologis"), Lambda REIT Acquisition LLC ("Prologis Merger Sub"), Prologis, L.P. ("Prologis OP") and Lambda OP Acquisition LLC ("Prologis OP Merger Sub"), on February 3, 2020, (i) an indirect wholly owned subsidiary of New Liberty Holdco merged with and into the Company (the "Company Merger"), with the Company continuing as the surviving entity and as an indirect wholly owned subsidiary of New Liberty Holdco; (ii) on February 4, 2020, New Liberty Holdco merged with and into Prologis Merger Sub, with Prologis Merger Sub continuing as the surviving corporation and a wholly owned subsidiary of Prologis; F5 · price: (Continued from footnote 4) (iii) immediately after the Topco Merger, Prologis Merger Sub caused all of the outstanding equity interests in the Company to be contributed to Prologis OP in exchange for the issuance by Prologis OP of the partnership interests in Prologis OP to other subsidiaries of Prologis; (iv) and thereafter, Prologis OP Merger Sub merged with and into the Partnership, with the Partnership continuing as the surviving entity and a wholly owned subsidiary of Prologis OP. Pursuant to the Merger Agreement, at the effective time of the Company Merger (the "Company Merger Effective Time"), each outstanding common share of beneficial interest, par value $0.001 per share, of the Company (a "Company Common Share"), held by the reporting person immediately prior to Company Merger Effective Time was automatically converted into one newly issued share of beneficial interest, par value $0.001 per share, of New Liberty Holdco (a "New Liberty Holdco Common Share"). F6 · price: (Continued from footnote 5) At the effective time of the Topco Merger (the "Topco Merger Effective Time"), each outstanding New Liberty Holdco Common Share held by the reporting person was automatically converted into the right to receive 0.675 (the "Exchange Ratio") validly issued, fully paid and non-assessable shares of common stock, par value $0.01 per share, of Prologis ("Prologis Common Stock" and such consideration, the "Merger Consideration") together with cash in lieu of fractional shares, without interest, but subject to any withholding required under applicable tax law, upon the terms and subject to the conditions set forth in the Merger Agreement. On January 31, 2020, the closing price of the Company Common Shares was $62.65 per share and the closing price of Prologis Common Stock was $92.88 per share. Read SEC document |
| February 03, 2020 Filed Feb 4, 2020 16:33 UTC | LIBERTY PROPERTY TRUST LPT · Entity 151900 | Disposition to issuerCommon Shares of Beneficial Interest ($0.001 par value) | 37,998 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-006371 · doc4.xml · nonDerivative · entry 5 HANKOWSKY WILLIAM P · CIK 0001248371 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Owned by Family Trusts Disclosed balance after: 0 F4 · price: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 27, 2019, by and among Liberty Property Trust (the "Company"), Liberty Property Limited Partnership (the "Partnership"), Leaf Holdco Property Trust ("New Liberty Holdco"), Prologis, Inc. ("Prologis"), Lambda REIT Acquisition LLC ("Prologis Merger Sub"), Prologis, L.P. ("Prologis OP") and Lambda OP Acquisition LLC ("Prologis OP Merger Sub"), on February 3, 2020, (i) an indirect wholly owned subsidiary of New Liberty Holdco merged with and into the Company (the "Company Merger"), with the Company continuing as the surviving entity and as an indirect wholly owned subsidiary of New Liberty Holdco; (ii) on February 4, 2020, New Liberty Holdco merged with and into Prologis Merger Sub, with Prologis Merger Sub continuing as the surviving corporation and a wholly owned subsidiary of Prologis; F5 · price: (Continued from footnote 4) (iii) immediately after the Topco Merger, Prologis Merger Sub caused all of the outstanding equity interests in the Company to be contributed to Prologis OP in exchange for the issuance by Prologis OP of the partnership interests in Prologis OP to other subsidiaries of Prologis; (iv) and thereafter, Prologis OP Merger Sub merged with and into the Partnership, with the Partnership continuing as the surviving entity and a wholly owned subsidiary of Prologis OP. Pursuant to the Merger Agreement, at the effective time of the Company Merger (the "Company Merger Effective Time"), each outstanding common share of beneficial interest, par value $0.001 per share, of the Company (a "Company Common Share"), held by the reporting person immediately prior to Company Merger Effective Time was automatically converted into one newly issued share of beneficial interest, par value $0.001 per share, of New Liberty Holdco (a "New Liberty Holdco Common Share"). F6 · price: (Continued from footnote 5) At the effective time of the Topco Merger (the "Topco Merger Effective Time"), each outstanding New Liberty Holdco Common Share held by the reporting person was automatically converted into the right to receive 0.675 (the "Exchange Ratio") validly issued, fully paid and non-assessable shares of common stock, par value $0.01 per share, of Prologis ("Prologis Common Stock" and such consideration, the "Merger Consideration") together with cash in lieu of fractional shares, without interest, but subject to any withholding required under applicable tax law, upon the terms and subject to the conditions set forth in the Merger Agreement. On January 31, 2020, the closing price of the Company Common Shares was $62.65 per share and the closing price of Prologis Common Stock was $92.88 per share. Read SEC document |
| February 03, 2020 Filed Feb 4, 2020 16:33 UTC | LIBERTY PROPERTY TRUST LPT · Entity 151900 | Disposition to issuerCommon Shares of Beneficial Interest ($0.001 par value) | 12 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-006371 · doc4.xml · nonDerivative · entry 4 HANKOWSKY WILLIAM P · CIK 0001248371 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Owned by Wife Disclosed balance after: 0 F4 · price: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 27, 2019, by and among Liberty Property Trust (the "Company"), Liberty Property Limited Partnership (the "Partnership"), Leaf Holdco Property Trust ("New Liberty Holdco"), Prologis, Inc. ("Prologis"), Lambda REIT Acquisition LLC ("Prologis Merger Sub"), Prologis, L.P. ("Prologis OP") and Lambda OP Acquisition LLC ("Prologis OP Merger Sub"), on February 3, 2020, (i) an indirect wholly owned subsidiary of New Liberty Holdco merged with and into the Company (the "Company Merger"), with the Company continuing as the surviving entity and as an indirect wholly owned subsidiary of New Liberty Holdco; (ii) on February 4, 2020, New Liberty Holdco merged with and into Prologis Merger Sub, with Prologis Merger Sub continuing as the surviving corporation and a wholly owned subsidiary of Prologis; F5 · price: (Continued from footnote 4) (iii) immediately after the Topco Merger, Prologis Merger Sub caused all of the outstanding equity interests in the Company to be contributed to Prologis OP in exchange for the issuance by Prologis OP of the partnership interests in Prologis OP to other subsidiaries of Prologis; (iv) and thereafter, Prologis OP Merger Sub merged with and into the Partnership, with the Partnership continuing as the surviving entity and a wholly owned subsidiary of Prologis OP. Pursuant to the Merger Agreement, at the effective time of the Company Merger (the "Company Merger Effective Time"), each outstanding common share of beneficial interest, par value $0.001 per share, of the Company (a "Company Common Share"), held by the reporting person immediately prior to Company Merger Effective Time was automatically converted into one newly issued share of beneficial interest, par value $0.001 per share, of New Liberty Holdco (a "New Liberty Holdco Common Share"). F6 · price: (Continued from footnote 5) At the effective time of the Topco Merger (the "Topco Merger Effective Time"), each outstanding New Liberty Holdco Common Share held by the reporting person was automatically converted into the right to receive 0.675 (the "Exchange Ratio") validly issued, fully paid and non-assessable shares of common stock, par value $0.01 per share, of Prologis ("Prologis Common Stock" and such consideration, the "Merger Consideration") together with cash in lieu of fractional shares, without interest, but subject to any withholding required under applicable tax law, upon the terms and subject to the conditions set forth in the Merger Agreement. On January 31, 2020, the closing price of the Company Common Shares was $62.65 per share and the closing price of Prologis Common Stock was $92.88 per share. Read SEC document |
| February 03, 2020 Filed Feb 4, 2020 16:33 UTC | LIBERTY PROPERTY TRUST LPT · Entity 151900 | Disposition to issuerCommon Shares of Beneficial Interest ($0.001 par value) | 396,770.764 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-006371 · doc4.xml · nonDerivative · entry 3 HANKOWSKY WILLIAM P · CIK 0001248371 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F4 · price: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 27, 2019, by and among Liberty Property Trust (the "Company"), Liberty Property Limited Partnership (the "Partnership"), Leaf Holdco Property Trust ("New Liberty Holdco"), Prologis, Inc. ("Prologis"), Lambda REIT Acquisition LLC ("Prologis Merger Sub"), Prologis, L.P. ("Prologis OP") and Lambda OP Acquisition LLC ("Prologis OP Merger Sub"), on February 3, 2020, (i) an indirect wholly owned subsidiary of New Liberty Holdco merged with and into the Company (the "Company Merger"), with the Company continuing as the surviving entity and as an indirect wholly owned subsidiary of New Liberty Holdco; (ii) on February 4, 2020, New Liberty Holdco merged with and into Prologis Merger Sub, with Prologis Merger Sub continuing as the surviving corporation and a wholly owned subsidiary of Prologis; F5 · price: (Continued from footnote 4) (iii) immediately after the Topco Merger, Prologis Merger Sub caused all of the outstanding equity interests in the Company to be contributed to Prologis OP in exchange for the issuance by Prologis OP of the partnership interests in Prologis OP to other subsidiaries of Prologis; (iv) and thereafter, Prologis OP Merger Sub merged with and into the Partnership, with the Partnership continuing as the surviving entity and a wholly owned subsidiary of Prologis OP. Pursuant to the Merger Agreement, at the effective time of the Company Merger (the "Company Merger Effective Time"), each outstanding common share of beneficial interest, par value $0.001 per share, of the Company (a "Company Common Share"), held by the reporting person immediately prior to Company Merger Effective Time was automatically converted into one newly issued share of beneficial interest, par value $0.001 per share, of New Liberty Holdco (a "New Liberty Holdco Common Share"). F6 · price: (Continued from footnote 5) At the effective time of the Topco Merger (the "Topco Merger Effective Time"), each outstanding New Liberty Holdco Common Share held by the reporting person was automatically converted into the right to receive 0.675 (the "Exchange Ratio") validly issued, fully paid and non-assessable shares of common stock, par value $0.01 per share, of Prologis ("Prologis Common Stock" and such consideration, the "Merger Consideration") together with cash in lieu of fractional shares, without interest, but subject to any withholding required under applicable tax law, upon the terms and subject to the conditions set forth in the Merger Agreement. On January 31, 2020, the closing price of the Company Common Shares was $62.65 per share and the closing price of Prologis Common Stock was $92.88 per share. Read SEC document |
| February 01, 2020 Filed Feb 4, 2020 16:33 UTC | LIBERTY PROPERTY TRUST LPT · Entity 151900 | Tax withholdingCommon Shares of Beneficial Interest ($0.001 par value) | 212,061.601 | $62.65 | $13,285,659.30 |
DisclosureSEC source: 0001209191-20-006371 · doc4.xml · nonDerivative · entry 2 HANKOWSKY WILLIAM P · CIK 0001248371 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 396,770.764 F3 · shares: Consists of shares withheld in payment of income taxes upon the vesting of the restricted share units reported in line 1 of Table I in this Form 4 and the termination and conversion of the options reported in Table II in this Form 4. Read SEC document |
| February 01, 2020 Filed Feb 4, 2020 16:33 UTC | LIBERTY PROPERTY TRUST LPT · Entity 151900 | GrantCommon Shares of Beneficial Interest ($0.001 par value) | 158,007.365 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-006371 · doc4.xml · nonDerivative · entry 1 HANKOWSKY WILLIAM P · CIK 0001248371 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 608,832.365 F1 · shares: Consists of common shares issuable pursuant to restricted share units granted in 2018 and 2019, as compensation, the performance conditions relating to which have been satisfied, and shares that accrued under the Company's Dividend Reinvestment Plan with respect to such restricted share units. F2 · price: Received as employment compensation. Read SEC document |
| January 22, 2020 Filed Jan 23, 2020 09:49 UTC | LIBERTY PROPERTY TRUST LPT · Entity 151900 | Tax withholdingCommon Shares of Beneficial Interest ($0.001 par value) | 287 | $62.19 | $17,848.53 |
DisclosureSEC source: 0001209191-20-004582 · doc4.xml · nonDerivative · entry 2 HANKOWSKY WILLIAM P · CIK 0001248371 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450,825 F3 · shares: Consists of shares withheld in payment of income taxes upon the issuance of the common shares reported in this Form 4. Read SEC document |
| January 22, 2020 Filed Jan 23, 2020 09:49 UTC | LIBERTY PROPERTY TRUST LPT · Entity 151900 | GrantCommon Shares of Beneficial Interest ($0.001 par value) | 619 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-004582 · doc4.xml · nonDerivative · entry 1 HANKOWSKY WILLIAM P · CIK 0001248371 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 451,112 F1 · shares: Consists of common shares issued, in lieu of the issuer's January 15, 2020 dividend, with respect to common shares issued to the reporting person on January 7, 2020, as reported in the reporting person's Form 4 filed on January 9, 2020. F2 · price: Received as employment compensation. Read SEC document |
| January 07, 2020 Filed Jan 9, 2020 16:28 UTC | LIBERTY PROPERTY TRUST LPT · Entity 151900 | Tax withholdingCommon Shares of Beneficial Interest ($0.001 par value) | 39,899 | $59.66 | $2,380,374.34 |
DisclosureSEC source: 0001209191-20-002740 · doc4.xml · nonDerivative · entry 2 HANKOWSKY WILLIAM P · CIK 0001248371 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450,493 F4 · shares: Consists of shares withheld in payment of income taxes upon the vesting of the restricted share units reported in this Form 4. Read SEC document |
| January 07, 2020 Filed Jan 9, 2020 16:28 UTC | LIBERTY PROPERTY TRUST LPT · Entity 151900 | GrantCommon Shares of Beneficial Interest ($0.001 par value) | 91,259 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-002740 · doc4.xml · nonDerivative · entry 1 HANKOWSKY WILLIAM P · CIK 0001248371 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 490,392 F1 · shares: Consists of common shares issuable pursuant to restricted share units granted in 2017, as compensation, the performance conditions relating to which have been satisfied, and shares that accrued under the Company's Dividend Reinvestment Plan with respect to such restricted share units. F2 · price: Received as employment compensation. F3 · balance_after: Reflects the purchase by the reporting person pursuant to the Company's Employee Stock Purchase Plan of aggregate of 597 shares in June 2019. Read SEC document |
| December 23, 2019 Filed Dec 26, 2019 10:05 UTC | LIBERTY PROPERTY TRUST LPT · Entity 151900 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,843 | Not disclosed Strike: $35.18 | Not disclosed |
DisclosureSEC source: 0001209191-19-061866 · doc4.xml · derivative · entry 16 HANKOWSKY WILLIAM P · CIK 0001248371 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,383 Underlying: Common Shares · 2,843 shares Expires 2025-03-16 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. F3 · price: Options received as employment compensation. F2 · derivative.exercise_date: Became exercisable 20% after the first anniversary of the date of grant, 50% after the second anniversary and fully after the third anniversary. Read SEC document |
| December 23, 2019 Filed Dec 26, 2019 10:05 UTC | LIBERTY PROPERTY TRUST LPT · Entity 151900 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,683 | Not disclosed Strike: $37.26 | Not disclosed |
DisclosureSEC source: 0001209191-19-061866 · doc4.xml · derivative · entry 15 HANKOWSKY WILLIAM P · CIK 0001248371 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,951 Underlying: Common Shares · 2,683 shares Expires 2024-03-17 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. F3 · price: Options received as employment compensation. F2 · derivative.exercise_date: Became exercisable 20% after the first anniversary of the date of grant, 50% after the second anniversary and fully after the third anniversary. Read SEC document |
| December 23, 2019 Filed Dec 26, 2019 10:05 UTC | LIBERTY PROPERTY TRUST LPT · Entity 151900 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 4,293 | Not disclosed Strike: $39.59 | Not disclosed |
DisclosureSEC source: 0001209191-19-061866 · doc4.xml · derivative · entry 14 HANKOWSKY WILLIAM P · CIK 0001248371 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,246 Underlying: Common Shares · 4,293 shares Expires 2023-03-18 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. F3 · price: Options received as employment compensation. F2 · derivative.exercise_date: Became exercisable 20% after the first anniversary of the date of grant, 50% after the second anniversary and fully after the third anniversary. Read SEC document |
| December 23, 2019 Filed Dec 26, 2019 10:05 UTC | LIBERTY PROPERTY TRUST LPT · Entity 151900 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,893 | Not disclosed Strike: $34.56 | Not disclosed |
DisclosureSEC source: 0001209191-19-061866 · doc4.xml · derivative · entry 13 HANKOWSKY WILLIAM P · CIK 0001248371 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,229 Underlying: Common Shares · 2,893 shares Expires 2022-03-16 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. F3 · price: Options received as employment compensation. F2 · derivative.exercise_date: Became exercisable 20% after the first anniversary of the date of grant, 50% after the second anniversary and fully after the third anniversary. Read SEC document |
| December 23, 2019 Filed Dec 26, 2019 10:05 UTC | LIBERTY PROPERTY TRUST LPT · Entity 151900 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,961 | Not disclosed Strike: $33.77 | Not disclosed |
DisclosureSEC source: 0001209191-19-061866 · doc4.xml · derivative · entry 12 HANKOWSKY WILLIAM P · CIK 0001248371 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,707 Underlying: Common Shares · 2,961 shares Expires 2021-02-28 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. F3 · price: Options received as employment compensation. F2 · derivative.exercise_date: Became exercisable 20% after the first anniversary of the date of grant, 50% after the second anniversary and fully after the third anniversary. Read SEC document |
| December 23, 2019 Filed Dec 26, 2019 10:05 UTC | LIBERTY PROPERTY TRUST LPT · Entity 151900 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,057 | Not disclosed Strike: $32.71 | Not disclosed |
DisclosureSEC source: 0001209191-19-061866 · doc4.xml · derivative · entry 11 HANKOWSKY WILLIAM P · CIK 0001248371 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,334 Underlying: Common Shares · 3,057 shares Expires 2020-03-16 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. F3 · price: Options received as employment compensation. F2 · derivative.exercise_date: Became exercisable 20% after the first anniversary of the date of grant, 50% after the second anniversary and fully after the third anniversary. Read SEC document |
| December 23, 2019 Filed Dec 26, 2019 10:05 UTC | LIBERTY PROPERTY TRUST LPT · Entity 151900 | GiftCommon Shares of Beneficial Interest ($0.001 par value) | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-061866 · doc4.xml · nonDerivative · entry 7 HANKOWSKY WILLIAM P · CIK 0001248371 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 398,536 F1 · shares: Shares that the reporting person donated as a gift to the Hankowsky Donor Advised Fund, a donor advised fund. Read SEC document |
| December 23, 2019 Filed Dec 26, 2019 10:05 UTC | LIBERTY PROPERTY TRUST LPT · Entity 151900 | Exercise / conversionCommon Shares of Beneficial Interest ($0.001 par value) | 2,843 | $35.18 | $100,016.74 |
DisclosureSEC source: 0001209191-19-061866 · doc4.xml · nonDerivative · entry 6 HANKOWSKY WILLIAM P · CIK 0001248371 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 423,536 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. Read SEC document |
| December 23, 2019 Filed Dec 26, 2019 10:05 UTC | LIBERTY PROPERTY TRUST LPT · Entity 151900 | Exercise / conversionCommon Shares of Beneficial Interest ($0.001 par value) | 2,683 | $37.26 | $99,968.58 |
DisclosureSEC source: 0001209191-19-061866 · doc4.xml · nonDerivative · entry 5 HANKOWSKY WILLIAM P · CIK 0001248371 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 420,693 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. Read SEC document |
| December 23, 2019 Filed Dec 26, 2019 10:05 UTC | LIBERTY PROPERTY TRUST LPT · Entity 151900 | Exercise / conversionCommon Shares of Beneficial Interest ($0.001 par value) | 4,293 | $39.59 | $169,959.87 |
DisclosureSEC source: 0001209191-19-061866 · doc4.xml · nonDerivative · entry 4 HANKOWSKY WILLIAM P · CIK 0001248371 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 418,010 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. Read SEC document |
| December 23, 2019 Filed Dec 26, 2019 10:05 UTC | LIBERTY PROPERTY TRUST LPT · Entity 151900 | Exercise / conversionCommon Shares of Beneficial Interest ($0.001 par value) | 2,893 | $34.56 | $99,982.08 |
DisclosureSEC source: 0001209191-19-061866 · doc4.xml · nonDerivative · entry 3 HANKOWSKY WILLIAM P · CIK 0001248371 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 413,717 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. Read SEC document |
| December 23, 2019 Filed Dec 26, 2019 10:05 UTC | LIBERTY PROPERTY TRUST LPT · Entity 151900 | Exercise / conversionCommon Shares of Beneficial Interest ($0.001 par value) | 2,961 | $33.77 | $99,992.97 |
DisclosureSEC source: 0001209191-19-061866 · doc4.xml · nonDerivative · entry 2 HANKOWSKY WILLIAM P · CIK 0001248371 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 410,824 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. Read SEC document |
| December 23, 2019 Filed Dec 26, 2019 10:05 UTC | LIBERTY PROPERTY TRUST LPT · Entity 151900 | Exercise / conversionCommon Shares of Beneficial Interest ($0.001 par value) | 3,057 | $32.71 | $99,994.47 |
DisclosureSEC source: 0001209191-19-061866 · doc4.xml · nonDerivative · entry 1 HANKOWSKY WILLIAM P · CIK 0001248371 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 407,863 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. Read SEC document |
| November 13, 2019 Filed Nov 14, 2019 22:37 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 69.209 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-19-000095 · wf-form4_157377103555358.xml · nonDerivative · entry 1 HANKOWSKY WILLIAM P · CIK 0001248371 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,850.342 F1 · shares: Reflects restricted stock units credited to the reporting person's account following the issuer's dividend payment, pursuant to an award granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan. Read SEC document |
| August 14, 2019 Filed Aug 15, 2019 20:14 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 81.764 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-19-000073 · wf-form4_156590007981439.xml · nonDerivative · entry 1 HANKOWSKY WILLIAM P · CIK 0001248371 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,781.133 F1 · shares: Reflects restricted stock units credited to the reporting person's account following the issuer's dividend payment, pursuant to an award granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan. Read SEC document |
| May 15, 2019 Filed May 16, 2019 15:44 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 66.765 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-19-000054 · wf-form4_155802145951194.xml · nonDerivative · entry 1 HANKOWSKY WILLIAM P · CIK 0001248371 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,699.369 F1 · shares: Reflects restricted stock units credited to the reporting person's account following the issuer's dividend payment, pursuant to an award granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan. Read SEC document |
| April 25, 2019 Filed Apr 26, 2019 20:53 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 3,639 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-19-000042 · wf-form4_155631200141226.xml · nonDerivative · entry 1 HANKOWSKY WILLIAM P · CIK 0001248371 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,632.604 F1 · shares: Reflects a restricted stock unit award granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan. Read SEC document |
| March 29, 2019 Filed Apr 1, 2019 21:20 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 613 | $36.73 | $22,515.49 |
DisclosureSEC source: 0001127602-19-013876 · form4.xml · nonDerivative · entry 1 HANKOWSKY WILLIAM P · CIK 0001248371 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,567 Read SEC document |
| March 18, 2019 Filed Mar 20, 2019 11:37 UTC | LIBERTY PROPERTY TRUST LRY · Entity 151900 | Tax withholdingCommon Shares of Beneficial Interest ($0.001 par value) | 59,660 | $48.27 | $2,879,788.20 |
DisclosureSEC source: 0001209191-19-020525 · doc4.xml · nonDerivative · entry 1 HANKOWSKY WILLIAM P · CIK 0001248371 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 404,806 F1 · shares: Consists of shares withheld in payment of income taxes upon the vesting of shares issued pursuant to awards the performance or other vesting conditions relating to which have been satisfied, all of which such shares have been previously reported by the reporting person. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 17:13 UTC | LIBERTY PROPERTY TRUST LRY · Entity 151900 | GrantCommon Shares of Beneficial Interest ($0.001 par value) | 124,795 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-014598 · doc4.xml · nonDerivative · entry 1 HANKOWSKY WILLIAM P · CIK 0001248371 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 464,466 F1 · shares: Includes (i) 15,199 restricted common shares granted on February 26, 2019 that will vest on the third anniversary of the date of grant, subject to continued employment and (ii) 109,596 common shares consisting of common shares issuable pursuant to restricted share units granted in 2016, as compensation, the performance conditions relating to which have been satisfied, and shares that accrued under the Company's Dividend Reinvestment Plan with respect to such restricted share units. F2 · price: Received as employment compensation. F3 · balance_after: Reflects the distribution by the grantor retained annuity trust to the reporting person of 21,000 shares on November 30, 2018. Read SEC document |
| February 14, 2019 Filed Feb 15, 2019 19:59 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 30.91 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-19-000020 · wf-form4_155026073812756.xml · nonDerivative · entry 1 HANKOWSKY WILLIAM P · CIK 0001248371 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,993.604 F1 · shares: Reflects restricted stock units credited to the reporting person's account following the issuer's dividend payment, pursuant to an award granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan. Read SEC document |
| December 31, 2018 Filed Jan 4, 2019 21:52 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 590 | $33.92 | $20,012.80 |
DisclosureSEC source: 0001127602-19-001332 · form4.xml · nonDerivative · entry 1 HANKOWSKY WILLIAM P · CIK 0001248371 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,954 Read SEC document |
| November 14, 2018 Filed Nov 16, 2018 21:33 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 25.665 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-18-000087 · wf-form4_154240397466249.xml · nonDerivative · entry 1 HANKOWSKY WILLIAM P · CIK 0001248371 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,962.694 F1 · shares: Reflects restricted stock units credited to the reporting person's account following the issuer's dividend payment, pursuant to an award granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan. Read SEC document |
| September 30, 2018 Filed Oct 2, 2018 22:20 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 544 | $36.75 | $19,992.00 |
DisclosureSEC source: 0001127602-18-029217 · form4.xml · nonDerivative · entry 1 HANKOWSKY WILLIAM P · CIK 0001248371 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,864 Read SEC document |
| September 25, 2018 Filed Oct 1, 2018 16:40 UTC | LIBERTY PROPERTY TRUST LRY · Entity 151900 | GiftCommon Shares of Beneficial Interest ($0.001 par value) | 37,998 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-052805 · doc4.xml · nonDerivative · entry 5 HANKOWSKY WILLIAM P · CIK 0001248371 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trusts Disclosed balance after: 37,998 F2 · balance_after: Reflects the distribution of an aggregate of 37,998 common shares by a grantor retained annuity trust, for which the reporting person's spouse is trustee, to three family trusts for the benefit of the reporting person's sons, for which his spouse is also trustee. Each of the reporting person's sons is an adult, and none shares his household. Read SEC document |
| September 06, 2018 Filed Oct 1, 2018 16:40 UTC | LIBERTY PROPERTY TRUST LRY · Entity 151900 | OtherCommon Shares of Beneficial Interest ($0.001 par value) | 37,998 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-052805 · doc4.xml · nonDerivative · entry 4 HANKOWSKY WILLIAM P · CIK 0001248371 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Grantor Retained Annuity Trust Disclosed balance after: 82,998 F1 · kind: Reflects the transfer by the reporting person's spouse to a grantor retained annuity trust, for which she is the trustee, of 37,998 common shares. Read SEC document |
| September 06, 2018 Filed Oct 1, 2018 16:40 UTC | LIBERTY PROPERTY TRUST LRY · Entity 151900 | OtherCommon Shares of Beneficial Interest ($0.001 par value) | 37,998 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-052805 · doc4.xml · nonDerivative · entry 3 HANKOWSKY WILLIAM P · CIK 0001248371 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Owned by wife Disclosed balance after: 12 F1 · kind: Reflects the transfer by the reporting person's spouse to a grantor retained annuity trust, for which she is the trustee, of 37,998 common shares. Read SEC document |
| September 04, 2018 Filed Oct 1, 2018 16:40 UTC | LIBERTY PROPERTY TRUST LRY · Entity 151900 | GiftCommon Shares of Beneficial Interest ($0.001 par value) | 38,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-052805 · doc4.xml · nonDerivative · entry 2 HANKOWSKY WILLIAM P · CIK 0001248371 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Owned by wife Disclosed balance after: 38,010 Read SEC document |
| September 04, 2018 Filed Oct 1, 2018 16:40 UTC | LIBERTY PROPERTY TRUST LRY · Entity 151900 | GiftCommon Shares of Beneficial Interest ($0.001 par value) | 38,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-052805 · doc4.xml · nonDerivative · entry 1 HANKOWSKY WILLIAM P · CIK 0001248371 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 318,671 Read SEC document |
| August 15, 2018 Filed Aug 16, 2018 20:23 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 23.222 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-18-000070 · wf-form4_153445097292644.xml · nonDerivative · entry 1 HANKOWSKY WILLIAM P · CIK 0001248371 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,937.029 F1 · shares: Reflects restricted stock units credited to the reporting person's account following the issuer's dividend payment, pursuant to an award granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan. Read SEC document |
| June 30, 2018 Filed Jul 3, 2018 19:13 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 567 | $35.29 | $20,009.43 |
DisclosureSEC source: 0001127602-18-022543 · form4.xml · nonDerivative · entry 1 HANKOWSKY WILLIAM P · CIK 0001248371 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,820 Read SEC document |
| May 16, 2018 Filed May 17, 2018 20:57 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 17.59 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-18-000052 · wf-form4_152659064755864.xml · nonDerivative · entry 1 HANKOWSKY WILLIAM P · CIK 0001248371 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,913.807 F1 · shares: Reflects restricted stock units credited to the reporting person's account following the issuer's dividend payment, pursuant to an award granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan. Read SEC document |
| April 26, 2018 Filed Apr 27, 2018 20:43 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 2,977 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-18-000044 · wf-form4_152486177526684.xml · nonDerivative · entry 1 HANKOWSKY WILLIAM P · CIK 0001248371 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,896.217 F1 · shares: Reflects a restricted stock unit award granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan. Read SEC document |
| March 31, 2018 Filed Apr 3, 2018 20:31 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 590 | $33.90 | $20,001.00 |
DisclosureSEC source: 0001127602-18-013727 · form4.xml · nonDerivative · entry 1 HANKOWSKY WILLIAM P · CIK 0001248371 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,253 Read SEC document |
| March 19, 2018 Filed Mar 20, 2018 15:19 UTC | LIBERTY PROPERTY TRUST LRY · Entity 151900 | Tax withholdingCommon Shares of Beneficial Interest ($0.001 par value) | 996 | $39.98 | $39,820.08 |
DisclosureSEC source: 0001209191-18-020842 · doc4.xml · nonDerivative · entry 3 HANKOWSKY WILLIAM P · CIK 0001248371 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 356,671 F1 · shares: Consists of shares withheld in payment of income taxes upon the vesting of shares issued pursuant to awards the performance or other vesting conditions relating to which have been satisfied, all of which such shares have been previously reported by the reporting person. Read SEC document |
| March 16, 2018 Filed Mar 20, 2018 15:19 UTC | LIBERTY PROPERTY TRUST LRY · Entity 151900 | Tax withholdingCommon Shares of Beneficial Interest ($0.001 par value) | 29,221 | $40.20 | $1,174,684.20 |
DisclosureSEC source: 0001209191-18-020842 · doc4.xml · nonDerivative · entry 2 HANKOWSKY WILLIAM P · CIK 0001248371 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 357,667 F1 · shares: Consists of shares withheld in payment of income taxes upon the vesting of shares issued pursuant to awards the performance or other vesting conditions relating to which have been satisfied, all of which such shares have been previously reported by the reporting person. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 17:20 UTC | LIBERTY PROPERTY TRUST LRY · Entity 151900 | GrantCommon Shares of Beneficial Interest ($0.001 par value) | 52,716 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-015841 · doc4.xml · nonDerivative · entry 7 HANKOWSKY WILLIAM P · CIK 0001248371 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 387,888 F2 · shares: Includes (i) 17,531 restricted common shares granted on February 28, 2018 that will vest on the third anniversary of the date of grant, subject to continued employment, (ii) 30,568 common shares issuable pursuant to restricted share units granted in 2015, as compensation, the performance conditions relating to which have been satisfied, and (iii) 4,617 shares that accrued under the Company's Dividend Reinvestment Plan with respect to those restricted share units the performance conditions relating to which have been satisfied. F3 · price: Received as employment compensation. Read SEC document |
| February 22, 2018 Filed Mar 2, 2018 17:20 UTC | LIBERTY PROPERTY TRUST LRY · Entity 151900 | OtherCommon Shares of Beneficial Interest ($0.001 par value) | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-015841 · doc4.xml · nonDerivative · entry 8 HANKOWSKY WILLIAM P · CIK 0001248371 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Owned by wife; received from estate of relative Disclosed balance after: 10 Read SEC document |
| February 15, 2018 Filed Feb 16, 2018 20:59 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 2.018 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-18-000013 · wf-form4_151881472826217.xml · nonDerivative · entry 1 HANKOWSKY WILLIAM P · CIK 0001248371 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,919.217 F1 · shares: Reflects restricted stock units credited to the reporting person's account following the issuer's dividend payment, pursuant to an award granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Non-Employee Directors Compensation Plan. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 22:32 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 477 | $39.34 | $18,765.18 |
DisclosureSEC source: 0001127602-18-001176 · form4.xml · nonDerivative · entry 1 HANKOWSKY WILLIAM P · CIK 0001248371 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,663 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.