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 |
|---|---|---|---|---|---|---|
| February 13, 2019 Filed Feb 15, 2019 22:27 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 18,817 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-19-000022 · edgardoc.xml · nonDerivative · entry 2 Roy Sumit · CIK 0001529329 · Director · President, CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,287 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 January 14, 2016. Fifty percent were issued as common stock that immediately vested. The remaining fifty percent are units subject to time vesting through January 1, 2020. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:27 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 7,394 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-19-000022 · edgardoc.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · Director · President, CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,470 F1 · price: Shares granted through an incentive plan; no consideration was paid. Shares vest over 4 years. Read SEC document |
| January 01, 2019 Filed Jan 4, 2019 00:18 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 16,477 | $63.04 | $1,038,710.08 |
DisclosureSEC source: 0000726728-19-000011 · edgardoc.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · Director · President, CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,076 F1 · shares: This amount represents shares automatically withheld upon the vesting of 30,312 restricted shares and units of common stock on January 1, 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 |
| November 10, 2018 Filed Nov 14, 2018 21:57 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 1,240 | $62.76 | $77,822.40 |
DisclosureSEC source: 0000726728-18-000114 · edgardoc.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · President, CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,553 F1 · shares: This amount represents shares automatically withheld upon the vesting of 2,303 restricted shares of common stock on November 10, 2018, 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 |
| October 16, 2018 Filed Oct 18, 2018 20:09 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 34,752 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-18-000098 · edgardoc.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · Director · President, CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,793 F1 · price: Shares granted through an incentive plan; no consideration was paid. Shares vest in 50% increments on the third and fourth anniversaries of the grant date. Read SEC document |
| August 06, 2018 Filed Aug 6, 2018 21:54 UTC | REALTY INCOME CORP O · Entity 3009 | SaleCommon Stock | 18,682 | $57.49 | $1,074,028.18 |
DisclosureSEC source: 0000726728-18-000091 · edgardoc.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,041 Read SEC document |
| March 11, 2018 Filed Mar 13, 2018 23:29 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 179 | $50.87 | $9,105.73 |
DisclosureSEC source: 0000726728-18-000044 · edgardoc.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,723 F1 · shares: This amount represents shares automatically withheld upon the vesting of 348 restricted shares of common stock on March 11, 2018, 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 16, 2018 Filed Feb 22, 2018 01:36 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 4,615 | $49.96 | $230,565.40 |
DisclosureSEC source: 0000726728-18-000025 · edgardoc.xml · nonDerivative · entry 3 Roy Sumit · CIK 0001529329 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,902 F3 · shares: Represents shares automatically withheld upon the issuance of 8,620 shares of common stock on February 16, 2018, 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 16, 2018 Filed Feb 22, 2018 01:36 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 17,241 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-18-000025 · edgardoc.xml · nonDerivative · entry 2 Roy Sumit · CIK 0001529329 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,517 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 9, 2015. Fifty percent were issued as common stock that immediately vested. The remaining fifty percent are units subject to time vesting through January 1, 2019. Read SEC document |
| February 16, 2018 Filed Feb 22, 2018 01:36 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 9,452 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-18-000025 · edgardoc.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,276 F1 · price: Shares granted through an incentive plan; no consideration was paid. Shares vest over 4 years. Read SEC document |
| January 01, 2018 Filed Jan 4, 2018 00:51 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 17,698 | $57.02 | $1,009,139.96 |
DisclosureSEC source: 0000726728-18-000012 · edgardoc.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,824 F1 · shares: This amount represents shares automatically withheld upon the vesting of 31,197 restricted shares and units of common stock on January 1, 2018, 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, 2017 Filed Nov 15, 2017 02:00 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 1,293 | $56.27 | $72,757.11 |
DisclosureSEC source: 0000726728-17-000095 · edgardoc.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,522 F1 · shares: This amount represents shares automatically withheld upon the vesting of 2,302 restricted shares of common stock on November 10, 2017, 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 |
| March 21, 2017 Filed Mar 22, 2017 22:11 UTC | REALTY INCOME CORP O · Entity 3009 | SaleCommon Stock | 14,651 | $60.02 | $879,353.02 |
DisclosureSEC source: 0000726728-17-000048 · edgardoc.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,815 Read SEC document |
| February 14, 2017 Filed Feb 17, 2017 00:42 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 4,614 | $60.78 | $280,438.92 |
DisclosureSEC source: 0000726728-17-000033 · edgardoc.xml · nonDerivative · entry 3 Roy Sumit · CIK 0001529329 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,466 F3 · shares: Represents shares automatically withheld upon the issuance of 8,214 shares of common stock on February 14, 2017, 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, 2017 Filed Feb 17, 2017 00:42 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 16,430 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-17-000033 · edgardoc.xml · nonDerivative · entry 2 Roy Sumit · CIK 0001529329 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,080 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 April 10, 2014 and January 15, 2015. Fifty percent were issued as common stock that immediately vested. The remaining fifty percent are units subject to time vesting through January 1, 2018. Read SEC document |
| February 14, 2017 Filed Feb 17, 2017 00:42 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 15,641 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-17-000033 · edgardoc.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,650 F1 · price: Shares granted through an incentive plan; no consideration was paid. Shares vest over 4 years. Read SEC document |
| January 01, 2017 Filed Jan 5, 2017 01:24 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 11,382 | $57.48 | $654,237.36 |
DisclosureSEC source: 0000726728-17-000012 · edgardoc.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,009 F1 · shares: This amount represents shares automatically withheld upon the vesting of 20,520 restricted shares of common stock on January 1, 2017, 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, 2016 Filed Nov 16, 2016 01:17 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 9,211 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-16-000069 · edgardoc.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,391 F1 · price: Shares granted through an incentive plan; no consideration was paid. Shares vest evenly over 4 years. Read SEC document |
| September 06, 2016 Filed Sep 6, 2016 23:15 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 2,087 | $67.18 | $140,204.66 |
DisclosureSEC source: 0000726728-16-000053 · edgardoc.xml · nonDerivative · entry 1 Roy Sumit · CIK 0001529329 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,180 F1 · shares: This amount represents shares withheld upon the vesting of 4,000 restricted shares of common stock on September 6, 2016 in order to satisfy tax withholding obligations. 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.