Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Orion Properties Inc.ONL · Entity 6477 | Director · PRESIDENT AND CEO | October 22, 2021 | October 22, 2021 |
| REALTY INCOME CORPO · Entity 3009 | Director · President, CEO & Director | February 17, 2026 | February 20, 2026 |
| Ventas, Inc.VTR · Entity 3044 | Director | October 15, 2026 | October 15, 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.
Orion Properties Inc.
Report date October 22, 2021 · Filed October 22, 2021
This filing explicitly reported no securities owned.
REALTY INCOME CORP
Report date February 17, 2026 · Filed February 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 458,147 |
Ending reported balance
After 2026-02-17 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-02-17 · Grant · Acquired 103,792 · Balance 452,302 F1: Represents performance shares awarded as a result of the Company having met certain performance criteria, pursuant to the reporting person's grant on February 13, 2023. Fifty percent of the performance shares immediately vested. The remaining fifty percent are subject to time vesting through January 1, 2027. Row 2 · 2026-02-17 · Tax withholding · Disposed 28,002 · Balance 424,300 F2: Represents shares automatically withheld upon the issuance of 51,896 shares of common stock on February 17, 2026, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. F3: Reflects the closing sale price of the Issuer's common stock as reported on the New York Stock Exchange on February 17, 2026. Row 3 · 2026-02-17 · Grant · Acquired 33,847 · Balance 458,147 F4: Restricted Stock Units granted through an incentive plan; no consideration was paid. Shares vest ratably over four years. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents performance shares awarded as a result of the Company having met certain performance criteria, pursuant to the reporting person's grant on February 13, 2023. Fifty percent of the performance shares immediately vested. The remaining fifty percent are subject to time vesting through January 1, 2027.
F2: Represents shares automatically withheld upon the issuance of 51,896 shares of common stock on February 17, 2026, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding.
F3: Reflects the closing sale price of the Issuer's common stock as reported on the New York Stock Exchange on February 17, 2026.
F4: Restricted Stock Units granted through an incentive plan; no consideration was paid. Shares vest ratably over four years.
Ventas, Inc.
Report date October 15, 2026 · Filed October 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,380.534 |
Ending reported balance
After 2026-10-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-10-15 · Grant · Acquired 55.161 · Balance 25,299.889 F1: Common stock in the form of units granted under the Ventas, Inc. Non-Employee Directors' Cash Compensation Deferral Plan (the "Plan") as a result of dividend equivalents credited with respect to the dividend on Issuer's common stock paid on October 15, 2026. Such units are payable solely in common stock and subject to the terms and conditions of the Reporting Person's deferral election and the Plan. F2: Represents the closing price per share of Issuer's common stock as of the grant date. Row 2 · 2026-10-15 · Grant · Acquired 80.645 · Balance 25,380.534 F3: Common stock in the form of units granted under the Ventas, Inc. Non-Employee Directors' Equity Award Deferral Program (the "Program") adopted pursuant to the Ventas, Inc. 2022 Incentive Plan as a result of dividend equivalents credited with respect to the dividend on Issuer's common stock paid on October 15, 2026. Such units are payable solely in common stock and subject to the terms and conditions of the Reporting Person's deferral election and the Program. F2: Represents the closing price per share of Issuer's common stock as of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Common stock in the form of units granted under the Ventas, Inc. Non-Employee Directors' Cash Compensation Deferral Plan (the "Plan") as a result of dividend equivalents credited with respect to the dividend on Issuer's common stock paid on October 15, 2026. Such units are payable solely in common stock and subject to the terms and conditions of the Reporting Person's deferral election and the Plan.
F2: Represents the closing price per share of Issuer's common stock as of the grant date.
F3: Common stock in the form of units granted under the Ventas, Inc. Non-Employee Directors' Equity Award Deferral Program (the "Program") adopted pursuant to the Ventas, Inc. 2022 Incentive Plan as a result of dividend equivalents credited with respect to the dividend on Issuer's common stock paid on October 15, 2026. Such units are payable solely in common stock and subject to the terms and conditions of the Reporting Person's deferral election and the Program.
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 |
|---|---|---|---|---|---|---|
| April 01, 2024 Filed Apr 2, 2024 22:19 UTC | Ventas, Inc. VTR · Entity 3044 | GrantCommon Stock | 729.118 | $42.86 | $31,250.00 |
DisclosureSEC source: 0000740260-24-000110 · wk-form4_1712096366.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,031.813 F1 · shares: Common stock in the form of units granted under the Ventas Non-Employee Directors' Cash Compensation Deferral Plan (the "Plan") in lieu of director fees pursuant to the director's deferral election. Such units are payable solely in common stock and subject to the terms and conditions of the director's deferral election and the Plan. Read SEC document |
| February 12, 2024 Filed Feb 15, 2024 00:35 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 33,710 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-24-000035 · wk-form4_1707957303.xml · nonDerivative · entry 5 Roy Sumit · CIK 0001529329 · Director · President, CEO & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 322,823 F6 · shares: Shares granted through an incentive plan; no consideration was paid. Shares vest ratably over four years. Read SEC document |
| February 12, 2024 Filed Feb 15, 2024 00:35 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 4,354 | $52.67 | $229,325.18 |
DisclosureSEC source: 0000726728-24-000035 · wk-form4_1707957303.xml · nonDerivative · entry 4 Roy Sumit · CIK 0001529329 · Director · President, CEO & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 289,113 F5 · shares: Represents shares automatically withheld upon the issuance of 7,907 shares of common stock on February 12, 2024, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. F3 · price: Reflects the closing sale price of the Issuer's common stock as reported on the New York Stock Exchange on February 12, 2024. Read SEC document |
| February 12, 2024 Filed Feb 15, 2024 00:35 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 15,814 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-24-000035 · wk-form4_1707957303.xml · nonDerivative · entry 3 Roy Sumit · CIK 0001529329 · Director · President, CEO & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 293,467 F4 · shares: Represents performance shares awarded as a result of the Company having met certain performance criteria, pursuant to the reporting person's grant on November 15, 2021. Fifty percent of the performance shares immediately vested. The remaining fifty percent are subject to time vesting through December 31, 2024. Read SEC document |
| February 12, 2024 Filed Feb 15, 2024 00:35 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 22,781 | $52.67 | $1,199,875.27 |
DisclosureSEC source: 0000726728-24-000035 · wk-form4_1707957303.xml · nonDerivative · entry 2 Roy Sumit · CIK 0001529329 · Director · President, CEO & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 277,653 F2 · shares: Represents shares automatically withheld upon the issuance of 41,367 shares of common stock on February 12, 2024, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. F3 · price: Reflects the closing sale price of the Issuer's common stock as reported on the New York Stock Exchange on February 12, 2024. Read SEC document |
| February 12, 2024 Filed Feb 15, 2024 00:35 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 82,734 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-24-000035 · wk-form4_1707957303.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · Director · President, CEO & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300,434 F1 · shares: Represents performance shares awarded as a result of the Company having met certain performance criteria, pursuant to the reporting person's grant on February 17, 2021. Fifty percent of the performance shares immediately vested. The remaining fifty percent are subject to time vesting through January 1, 2025. Read SEC document |
| January 18, 2024 Filed Jan 19, 2024 21:59 UTC | Ventas, Inc. VTR · Entity 3044 | GrantCommon Stock | 36.976 | $47.60 | $1,760.06 |
DisclosureSEC source: 0000740260-24-000041 · wk-form4_1705701590.xml · nonDerivative · entry 2 Roy Sumit · CIK 0001529329 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,302.695 F2 · shares: Common stock in the form of units granted under the Ventas Non-Employee Directors' Equity Award Deferral Program (the "Program") adopted pursuant to the Ventas, Inc. 2022 Incentive Plan as a result of dividend equivalents credited with respect to the dividend on Issuer's common stock paid on January 18, 2024. Such units are payable solely in common stock and subject to the terms and conditions of the Reporting Person's deferral election and the Program. Read SEC document |
| January 18, 2024 Filed Jan 19, 2024 21:59 UTC | Ventas, Inc. VTR · Entity 3044 | GrantCommon Stock | 34.14 | $47.60 | $1,625.06 |
DisclosureSEC source: 0000740260-24-000041 · wk-form4_1705701590.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,265.719 F1 · shares: Common stock in the form of units granted under the Ventas Non-Employee Directors' Cash Compensation Deferral Plan (the "Plan") as a result of dividend equivalents credited with respect to the dividend on Issuer's common stock paid on January 18, 2024. Such units are payable solely in common stock and subject to the terms and conditions of the Reporting Person's deferral election and the Plan. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 21:56 UTC | Ventas, Inc. VTR · Entity 3044 | GrantCommon Stock | 627.006 | $49.84 | $31,249.98 |
DisclosureSEC source: 0000740260-24-000010 · wk-form4_1704405391.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,231.579 F1 · shares: Common stock in the form of units granted under the Ventas Non-Employee Directors' Cash Compensation Deferral Plan (the "Plan") in lieu of director fees pursuant to the director's deferral election. Such units are payable solely in common stock and subject to the terms and conditions of the director's deferral election and the Plan. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 23:32 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 11,179 | $57.42 | $641,898.18 |
DisclosureSEC source: 0000726728-24-000016 · wk-form4_1704324720.xml · nonDerivative · entry 3 Roy Sumit · CIK 0001529329 · Director · President, CEO & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 217,700 F4 · shares: This amount represents shares automatically withheld upon the vesting of 20,029 restricted shares of common stock on January 1, 2024 and is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority. F2 · price: Reflects the closing sale price of the Issuer's common stock as reported on the New York Stock Exchange on December 29, 2023. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 23:32 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 20,194 | $57.42 | $1,159,539.48 |
DisclosureSEC source: 0000726728-24-000016 · wk-form4_1704324720.xml · nonDerivative · entry 2 Roy Sumit · CIK 0001529329 · Director · President, CEO & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 228,879 F3 · shares: This amount represents shares automatically withheld upon the vesting of 36,671 performance shares on January 1, 2024 and is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority. These performance shares were previously reported as a result of the Company having met certain performance criteria pursuant to the reporting person's grant on February 13, 2020. F2 · price: Reflects the closing sale price of the Issuer's common stock as reported on the New York Stock Exchange on December 29, 2023. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 23:32 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 4,265 | $57.42 | $244,896.30 |
DisclosureSEC source: 0000726728-24-000016 · wk-form4_1704324720.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · Director · President, CEO & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 249,073 F1 · shares: This amount represents shares automatically withheld upon the vesting of 7,907 performance shares on December 31, 2023 and is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority. These performance shares were previously reported as a result of the Company having met certain performance criteria pursuant to the reporting person's grant on November 15, 2021. F2 · price: Reflects the closing sale price of the Issuer's common stock as reported on the New York Stock Exchange on December 29, 2023. Read SEC document |
| December 21, 2023 Filed Dec 26, 2023 21:38 UTC | Ventas, Inc. VTR · Entity 3044 | GrantCommon Stock | 30.364 | $49.40 | $1,499.98 |
DisclosureSEC source: 0000740260-23-000207 · wk-form4_1703626688.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,604.573 F1 · shares: Common stock in the form of units granted under the Ventas Nonemployee Directors' Deferred Stock Compensation Plan (the "Plan") in lieu of director fees pursuant to the director's deferral election. Such units are payable solely in common stock and subject to the terms and conditions of the director's deferral election and the Plan. Read SEC document |
| December 06, 2023 Filed Dec 8, 2023 21:53 UTC | Ventas, Inc. VTR · Entity 3044 | GrantCommon Stock | 32.566 | $46.06 | $1,499.99 |
DisclosureSEC source: 0000740260-23-000200 · wk-form4_1702072400.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,574.209 F1 · shares: Common stock in the form of units granted under the Ventas Nonemployee Directors' Deferred Stock Compensation Plan (the "Plan") in lieu of director fees pursuant to the director's deferral election. Such units are payable solely in common stock and subject to the terms and conditions of the director's deferral election and the Plan. Read SEC document |
| November 20, 2023 Filed Nov 22, 2023 21:30 UTC | Ventas, Inc. VTR · Entity 3044 | GrantCommon Stock | 33.363 | $44.96 | $1,500.00 |
DisclosureSEC source: 0000740260-23-000194 · wk-form4_1700688647.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,541.643 F1 · shares: Common stock in the form of units granted under the Ventas Nonemployee Directors' Deferred Stock Compensation Plan (the "Plan") in lieu of director fees pursuant to the director's deferral election. Such units are payable solely in common stock and subject to the terms and conditions of the director's deferral election and the Plan. Read SEC document |
| October 12, 2023 Filed Oct 16, 2023 12:04 UTC | Ventas, Inc. VTR · Entity 3044 | GrantCommon Stock | 40.724 | $42.77 | $1,741.77 |
DisclosureSEC source: 0000740260-23-000178 · wk-form4_1697457876.xml · nonDerivative · entry 2 Roy Sumit · CIK 0001529329 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,508.28 F2 · shares: Common stock in the form of units granted under the Ventas Non-Employee Directors' Equity Award Deferral Program (the "Program") adopted pursuant to the Ventas, Inc. 2022 Incentive Plan as a result of dividend equivalents credited with respect to the dividend on Issuer's common stock paid on October 12, 2023. Such units are payable solely in common stock and subject to the terms and conditions of the Reporting Person's deferral election and the Program. Read SEC document |
| October 12, 2023 Filed Oct 16, 2023 12:04 UTC | Ventas, Inc. VTR · Entity 3044 | GrantCommon Stock | 30.069 | $42.77 | $1,286.05 |
DisclosureSEC source: 0000740260-23-000178 · wk-form4_1697457876.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,467.556 F1 · shares: Common stock in the form of units granted under the Ventas Non-Employee Directors' Cash Compensation Deferral Plan (the "Plan") as a result of dividend equivalents credited with respect to the dividend on Issuer's common stock paid on October 12, 2023. Such units are payable solely in common stock and subject to the terms and conditions of the Reporting Person's deferral election and the Plan. Read SEC document |
| October 02, 2023 Filed Oct 4, 2023 20:54 UTC | Ventas, Inc. VTR · Entity 3044 | GrantCommon Stock | 741.752 | $42.13 | $31,250.01 |
DisclosureSEC source: 0000740260-23-000167 · wk-form4_1696452859.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,437.487 F1 · shares: Common stock in the form of units granted under the Ventas Non-Employee Directors' Cash Compensation Deferral Plan (the "Plan") in lieu of director fees pursuant to the director's deferral election. Such units are payable solely in common stock and subject to the terms and conditions of the director's deferral election and the Plan. Read SEC document |
| July 13, 2023 Filed Jul 17, 2023 21:05 UTC | Ventas, Inc. VTR · Entity 3044 | GrantCommon Stock | 35.568 | $48.52 | $1,725.76 |
DisclosureSEC source: 0000740260-23-000153 · wf-form4_168962792147256.xml · nonDerivative · entry 2 Roy Sumit · CIK 0001529329 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,695.735 F2 · shares: Common stock in the form of units granted under the Ventas Non-Employee Directors' Equity Award Deferral Program (the "Program") adopted pursuant to the Ventas, Inc. 2022 Incentive Plan as a result of dividend equivalents credited with respect to the dividend on Issuer's common stock paid on July 13, 2023. Such units are payable solely in common stock and subject to the terms and conditions of the Reporting Person's deferral election and the Program. Read SEC document |
| July 13, 2023 Filed Jul 17, 2023 21:05 UTC | Ventas, Inc. VTR · Entity 3044 | GrantCommon Stock | 19.446 | $48.52 | $943.52 |
DisclosureSEC source: 0000740260-23-000153 · wf-form4_168962792147256.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,660.167 F1 · shares: Common stock in the form of units granted under the Ventas Non-Employee Directors' Cash Compensation Deferral Plan (the "Plan") as a result of dividend equivalents credited with respect to the dividend on Issuer's common stock paid on July 13, 2023. Such units are payable solely in common stock and subject to the terms and conditions of the Reporting Person's deferral election and the Plan. Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 20:58 UTC | Ventas, Inc. VTR · Entity 3044 | GrantCommon Stock | 661.096 | $47.27 | $31,250.01 |
DisclosureSEC source: 0000740260-23-000137 · wf-form4_168859069176705.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,640.721 F1 · shares: Common stock in the form of units granted under the Ventas Non-Employee Directors' Cash Compensation Deferral Plan (the "Plan") in lieu of director fees pursuant to the director's deferral election. Such units are payable solely in common stock and subject to the terms and conditions of the director's deferral election and the Plan. Read SEC document |
| May 16, 2023 Filed May 18, 2023 20:49 UTC | Ventas, Inc. VTR · Entity 3044 | GrantCommon Stock | 3,835 | $45.63 | $174,991.05 |
DisclosureSEC source: 0000740260-23-000125 · wf-form4_168444293532305.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,979.625 F1 · shares: Restricted stock units granted by Issuer pursuant to the Ventas, Inc. 2022 Incentive Plan. The restricted stock units vest on the earlier of the one-year anniversary of the grant date or the date of the Issuer's 2024 Annual Meeting of Stockholders. Read SEC document |
| April 13, 2023 Filed Apr 17, 2023 20:51 UTC | Ventas, Inc. VTR · Entity 3044 | GrantCommon Stock | 14.619 | $43.74 | $639.44 |
DisclosureSEC source: 0000740260-23-000100 · wf-form4_168176468661852.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,144.625 F1 · shares: Common stock in the form of units granted under the Ventas Non-Employee Directors' Cash Compensation Deferral Plan (the "Plan") as a result of dividend equivalents credited with respect to the dividend on Issuer's common stock paid on April 13, 2023. Such units are payable solely in common stock and subject to the terms and conditions of the Reporting Person's deferral election and the Plan. Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 21:05 UTC | Ventas, Inc. VTR · Entity 3044 | GrantCommon Stock | 720.877 | $43.35 | $31,250.02 |
DisclosureSEC source: 0000740260-23-000090 · wf-form4_168064227165165.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,130.006 F1 · shares: Common stock in the form of units granted under the Ventas Non-Employee Directors' Cash Compensation Deferral Plan (the "Plan") in lieu of director fees pursuant to the director's deferral election. Such units are payable solely in common stock and subject to the terms and conditions of the director's deferral election and the Plan. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 22:23 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 26,441 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-23-000032 · wf-form4_167649978058007.xml · nonDerivative · entry 5 Roy Sumit · CIK 0001529329 · Director · President, CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253,338 F6 · shares: Shares granted through an incentive plan; no consideration was paid. Shares vest ratably over four years. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 22:23 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 4,267 | $67.15 | $286,529.05 |
DisclosureSEC source: 0000726728-23-000032 · wf-form4_167649978058007.xml · nonDerivative · entry 4 Roy Sumit · CIK 0001529329 · Director · President, CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,897 F5 · shares: Represents shares automatically withheld upon the issuance of 7,907 shares of common stock on February 13, 2023, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. F3 · price: Reflects the closing sale price of the Issuer's common stock as reported on the New York Stock Exchange on February 13, 2023. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 22:23 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 15,814 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-23-000032 · wf-form4_167649978058007.xml · nonDerivative · entry 3 Roy Sumit · CIK 0001529329 · Director · President, CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,164 F4 · shares: Represents performance shares awarded as a result of the Company having met certain performance criteria, pursuant to the reporting person's grant on November 15, 2021. Fifty percent of the performance shares immediately vested. The remaining fifty percent are subject to time vesting through December 31, 2023. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 22:23 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 19,792 | $67.15 | $1,329,032.80 |
DisclosureSEC source: 0000726728-23-000032 · wf-form4_167649978058007.xml · nonDerivative · entry 2 Roy Sumit · CIK 0001529329 · Director · President, CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,350 F2 · shares: Represents shares automatically withheld upon the issuance of 36,672 shares of common stock on February 13, 2023, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. F3 · price: Reflects the closing sale price of the Issuer's common stock as reported on the New York Stock Exchange on February 13, 2023. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 22:23 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 73,343 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-23-000032 · wf-form4_167649978058007.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · Director · President, CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,142 F1 · shares: Represents performance shares awarded as a result of the Company having met certain performance criteria, pursuant to the reporting person's grant on February 13, 2020. Fifty percent of the performance shares immediately vested. The remaining fifty percent are subject to time vesting through January 1, 2024. Read SEC document |
| January 19, 2023 Filed Jan 23, 2023 21:49 UTC | Ventas, Inc. VTR · Entity 3044 | GrantCommon Stock | 6.455 | $48.36 | $312.16 |
DisclosureSEC source: 0000740260-23-000032 · wf-form4_167451054613568.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,409.129 F1 · shares: Common stock in the form of units granted under the Ventas Non-Employee Directors' Cash Compensation Deferral Plan (the "Plan") as a result of dividend equivalents credited with respect to the dividend on Issuer's common stock paid on January 19, 2023. Such units are payable solely in common stock and subject to the terms and conditions of the Reporting Person's deferral election and the Plan. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 22:03 UTC | Ventas, Inc. VTR · Entity 3044 | GrantCommon Stock | 693.674 | $45.05 | $31,250.01 |
DisclosureSEC source: 0000740260-23-000010 · wf-form4_167286976864955.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,402.674 F1 · shares: Common stock in the form of units granted under the Ventas Non-Employee Directors' Cash Compensation Deferral Plan (the "Plan") in lieu of director fees pursuant to the director's deferral election. Such units are payable solely in common stock and subject to the terms and conditions of the director's deferral election and the Plan. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 22:11 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 21,548 | $63.43 | $1,366,789.64 |
DisclosureSEC source: 0000726728-23-000014 · wf-form4_167287023143379.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · Director · President, CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,799 F1 · shares: This amount represents shares automatically withheld upon the vesting of 39,648 restricted shares of common stock on January 1, 2023, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. F2 · price: Reflects the closing sale price of the Issuer's common stock as reported on the New York Stock Exchange on December 30, 2022. Read SEC document |
| October 16, 2022 Filed Oct 18, 2022 20:44 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 9,377 | $55.54 | $520,798.58 |
DisclosureSEC source: 0000726728-22-000110 · wf-form4_166612582589747.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · Director · President, CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,347 F1 · shares: This amount represents shares automatically withheld upon the vesting of 17,376 restricted shares of common stock on October 16, 2022, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. F2 · price: Reflects the closing sale price of the Issuer's common stock as reported on the New York Stock Exchange on October 14, 2022. Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 21:02 UTC | Ventas, Inc. VTR · Entity 3044 | GrantCommon Stock | 2,709 | $40.17 | $108,820.53 |
DisclosureSEC source: 0000740260-22-000151 · wf-form4_166491714733648.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,709 F1 · shares: Restricted stock granted by Issuer pursuant to the Ventas, Inc. 2022 Incentive Plan. This restricted stock vests in two equal annual installments beginning on the first anniversary of the date of grant. Read SEC document |
| February 14, 2022 Filed Feb 16, 2022 22:41 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 20,743 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-22-000035 · wf-form4_164505125719532.xml · nonDerivative · entry 3 Roy Sumit · CIK 0001529329 · Director · President, CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,724 F3 · price: Shares granted through an incentive plan; no consideration was paid. Shares vest evenly over 4 years. Read SEC document |
| February 14, 2022 Filed Feb 16, 2022 22:41 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 13,158 | $66.89 | $880,138.62 |
DisclosureSEC source: 0000726728-22-000035 · wf-form4_164505125719532.xml · nonDerivative · entry 2 Roy Sumit · CIK 0001529329 · Director · President, CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,981 F2 · shares: Represents shares automatically withheld upon the issuance of 24,381 shares of common stock on February 14, 2022, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| February 14, 2022 Filed Feb 16, 2022 22:41 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 48,761 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-22-000035 · wf-form4_164505125719532.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · Director · President, CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,139 F1 · price: Represents shares and units awarded as a result of the Company having met certain performance criteria, pursuant to the reporting person's grant of performance shares on February 13, 2019. Fifty percent were issued as common stock that immediately vested. The remaining fifty percent are units subject to time vesting through January 1, 2023. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 22:54 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 18,858 | $71.59 | $1,350,044.22 |
DisclosureSEC source: 0000726728-22-000002 · wf-form4_164133684061327.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · Director · President, CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,378 F1 · shares: This amount represents shares automatically withheld upon the vesting of 34,716 restricted shares and units of common stock on January 1, 2022, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. F2 · balance_after: Reflects adjustments to units of common stock pursuant to the Issuer's incentive plan resulting from the Orion Office REIT Inc. spin-off from Realty Income which occurred on November 12, 2021. Read SEC document |
| October 16, 2021 Filed Oct 19, 2021 21:35 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 9,377 | $69.66 | $653,201.82 |
DisclosureSEC source: 0000726728-21-000099 · edgardoc.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · Director · President, CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,184 F1 · shares: This amount represents shares automatically withheld upon the vesting of 17,376 restricted shares of common stock on October 16, 2021, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 21:07 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 11,987 | $61.76 | $740,317.12 |
DisclosureSEC source: 0000726728-21-000024 · edgardoc.xml · nonDerivative · entry 3 Roy Sumit · CIK 0001529329 · Director · President, CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,561 F3 · shares: Represents shares automatically withheld upon the issuance of 22,220 shares of common stock on February 17, 2021, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 21:07 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 44,440 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-21-000024 · edgardoc.xml · nonDerivative · entry 2 Roy Sumit · CIK 0001529329 · Director · President, CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,548 F2 · price: Represents shares and units awarded as a result of the Company having met certain performance criteria, pursuant to the reporting person's grant of performance shares on February 16, 2018. Fifty percent were issued as common stock that immediately vested. The remaining fifty percent are units subject to time vesting through January 1, 2022. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 21:07 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 20,240 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-21-000024 · edgardoc.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · Director · President, CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,108 F1 · price: Shares granted through an incentive plan; no consideration was paid. Shares vest evenly over 4 years. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 23:06 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 21,069 | $62.17 | $1,309,859.73 |
DisclosureSEC source: 0000726728-21-000002 · edgardoc.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · Director · President, CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,868 F1 · shares: This amount represents shares automatically withheld upon the vesting of 38,781 restricted shares and units of common stock on January 1, 2021, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| November 10, 2020 Filed Nov 13, 2020 21:26 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 1,240 | $64.67 | $80,190.80 |
DisclosureSEC source: 0000726728-20-000108 · edgardoc.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · Director · President, CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,937 F1 · shares: This amount represents shares automatically withheld upon the vesting of 2,303 restricted shares of common stock on November 10, 2020, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| February 13, 2020 Filed Feb 19, 2020 02:06 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 11,084 | $78.79 | $873,308.36 |
DisclosureSEC source: 0000726728-20-000023 · edgardoc.xml · nonDerivative · entry 3 Roy Sumit · CIK 0001529329 · Director · President, CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,177 F3 · shares: Represents shares automatically withheld upon the issuance of 20,539 shares of common stock on February 13, 2020, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| February 13, 2020 Filed Feb 19, 2020 02:06 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 41,079 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-20-000023 · edgardoc.xml · nonDerivative · entry 2 Roy Sumit · CIK 0001529329 · Director · President, CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,261 F2 · price: Represents shares and units awarded as a result of the Company having met certain performance criteria, pursuant to the reporting person's grant of performance shares on February 14, 2017. Fifty percent were issued as common stock that immediately vested. The remaining fifty percent are units subject to time vesting through January 1, 2021. Read SEC document |
| February 13, 2020 Filed Feb 19, 2020 02:06 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 12,692 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-20-000023 · edgardoc.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · Director · President, CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,182 F1 · price: Shares granted through an incentive plan; no consideration was paid. Shares vest over 4 years. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 22:14 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 15,483 | $73.63 | $1,140,013.29 |
DisclosureSEC source: 0000726728-20-000002 · edgardoc.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · Director · President, CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,490 F1 · shares: This amount represents shares automatically withheld upon the vesting of 28,495 restricted shares and units of common stock on January 1, 2020, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| November 10, 2019 Filed Nov 13, 2019 21:25 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 1,240 | $76.32 | $94,636.80 |
DisclosureSEC source: 0000726728-19-000099 · edgardoc.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · Director · President, CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,973 F1 · shares: This amount represents shares automatically withheld upon the vesting of 2,303 restricted shares of common stock on November 10, 2019, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:27 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 5,074 | $69.58 | $353,048.92 |
DisclosureSEC source: 0000726728-19-000022 · edgardoc.xml · nonDerivative · entry 3 Roy Sumit · CIK 0001529329 · Director · President, CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,213 F3 · shares: Represents shares automatically withheld upon the issuance of 9,408 shares of common stock on February 13, 2019, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. 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.