Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DIGITAL REALTY TRUST, INC.DLR · Entity 2981 | Director | May 29, 2026 | June 02, 2026 |
| DIGITAL REALTY TRUST, L.P.DLR · Entity 32832 | Director | May 29, 2026 | June 02, 2026 |
| HOST HOTELS & RESORTS, INC.HST · Entity 3358 | Director | July 15, 2026 | July 16, 2026 |
| KIMCO REALTY CORPKIM · Entity 3329 | Director | February 19, 2026 | February 20, 2026 |
| REALTY INCOME CORPO · Entity 3009 | Director | May 21, 2026 | May 26, 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.
DIGITAL REALTY TRUST, INC.
Report date May 29, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Long-Term Incentive UnitsSEC Table II · derivative / convertible security | Direct | 13,189 |
Reported balance
After 2026-05-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-29 · Grant · Acquired 1,815 · Balance 13,189 F1: Long-Term Incentive Units are profits interest units in Digital Realty Trust, L.P. ("Operating Partnership"), of which the Issuer is the general partner. Profits interest units may initially not have full parity with common limited partnership units of Operating Partnership ("Common Units") with respect to liquidating distributions; however upon the occurrence of specified events, profits interest units may achieve full parity with Common Units for all purposes. Vested profits interest units that have achieved full parity with Common Units may be converted into an equal number of Common Units on a 1-for-1 basis at any time. Common Units are redeemable for cash based on the FMV of an equivalent number of shares of common stock of the Issuer, or, at the election of the Issuer, for an equal number of shares of the Issuer's common stock, subject to adjustment in the event of stock splits, stock dividends, issuance of stock rights, specified extraordinary distributions or similar events. F2: Awards vest on the earlier of (i) the first anniversary of the grant date or (b) the day before the date of the next annual meeting of stockholders of the Company to occur following the grant date. The vested profits interest units have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Long-Term Incentive Units are profits interest units in Digital Realty Trust, L.P. ("Operating Partnership"), of which the Issuer is the general partner. Profits interest units may initially not have full parity with common limited partnership units of Operating Partnership ("Common Units") with respect to liquidating distributions; however upon the occurrence of specified events, profits interest units may achieve full parity with Common Units for all purposes. Vested profits interest units that have achieved full parity with Common Units may be converted into an equal number of Common Units on a 1-for-1 basis at any time. Common Units are redeemable for cash based on the FMV of an equivalent number of shares of common stock of the Issuer, or, at the election of the Issuer, for an equal number of shares of the Issuer's common stock, subject to adjustment in the event of stock splits, stock dividends, issuance of stock rights, specified extraordinary distributions or similar events.
F2: Awards vest on the earlier of (i) the first anniversary of the grant date or (b) the day before the date of the next annual meeting of stockholders of the Company to occur following the grant date. The vested profits interest units have no expiration date.
DIGITAL REALTY TRUST, L.P.
Report date May 29, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Long-Term Incentive UnitsSEC Table II · derivative / convertible security | Direct | 13,189 |
Reported balance
After 2026-05-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-29 · Grant · Acquired 1,815 · Balance 13,189 F1: Long-term incentive units are profits interest units in the Issuer, of which Digital Realty Trust, Inc. ("General Partner") is the general partner. Vested profits interest units may be converted into an equal number of common limited partnership ("Common Units") in the Issuer subject to the terms of the Issuer's limited partnership agreement. Common Units are redeemable for cash based on the fair market value of an equivalent numbers of shares of the General Partner's common stock, or, at the election of the General Partner, for an equal number of shares of the General Partner's common stock, subject to adjustment in the event of stock splits, stock dividends, issuance of stock rights, specified extraordinary distributions or similar events. F2: Awards vest on the earlier of (i) the first anniversary of the grant date or (b) the day before the date of the next annual meeting of stockholders of the Company to occur following the grant date. The vested profits interest units have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Long-term incentive units are profits interest units in the Issuer, of which Digital Realty Trust, Inc. ("General Partner") is the general partner. Vested profits interest units may be converted into an equal number of common limited partnership ("Common Units") in the Issuer subject to the terms of the Issuer's limited partnership agreement. Common Units are redeemable for cash based on the fair market value of an equivalent numbers of shares of the General Partner's common stock, or, at the election of the General Partner, for an equal number of shares of the General Partner's common stock, subject to adjustment in the event of stock splits, stock dividends, issuance of stock rights, specified extraordinary distributions or similar events.
F2: Awards vest on the earlier of (i) the first anniversary of the grant date or (b) the day before the date of the next annual meeting of stockholders of the Company to occur following the grant date. The vested profits interest units have no expiration date.
HOST HOTELS & RESORTS, INC.
Report date July 15, 2026 · Filed July 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock Units Div. Equiv. RightsSEC Table II · derivative / convertible security | Direct | 21,027.0951 |
Reported balance
After 2026-07-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-15 · Grant · Acquired 4,133.262 · Balance 21,027.0951 F1: Each dividend equivalent right represents the right to receive one share of common stock of the Issuer. F2: The dividend equivalent rights accrued on deferred stock units held by the reporting person and will be settled in shares of the Issuer's common stock on a date selected by the reporting person pursuant to the Issuer's Non-Employee Directors' Deferred Stock Compensation Plan (the "Plan"). |
Filing footnotes · ownership attribution and instrument terms
F1: Each dividend equivalent right represents the right to receive one share of common stock of the Issuer.
F2: The dividend equivalent rights accrued on deferred stock units held by the reporting person and will be settled in shares of the Issuer's common stock on a date selected by the reporting person pursuant to the Issuer's Non-Employee Directors' Deferred Stock Compensation Plan (the "Plan").
KIMCO REALTY CORP
Report date February 19, 2026 · Filed February 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Long-Term Incentive UnitsSEC Table II · derivative / convertible security | Direct | 25,430 |
Reported balance
After 2026-02-19 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-02-19 · Grant · Acquired 7,720 · Balance 25,430 F1: Long-Term Incentive Units are profits interest units in Kimco Realty OP, LLC ("Operating Partnership"), of which the Issuer is the general partner. Profits interest units may initially have full parity with common limited partnership units of Operating Partnership ("Common Units") with respect to liquidating distributions, however upon the occurrence of specified events, profits interest units may achieve full parity with Common Units for all purposes. Vested profits interest units that have achieved full parity with Commons Units may be converted into an equal number of Common Units for a 1-to-1 basis at any time. Common Units are redeemable for cash based on the FMV of an equivalent number of shares of common stock of the Issuer, or, at the election of distribution of similar events. F2: The units will vest in four equal annual installments beginning on February 13, 2027. The Vested profits interest units have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Long-Term Incentive Units are profits interest units in Kimco Realty OP, LLC ("Operating Partnership"), of which the Issuer is the general partner. Profits interest units may initially have full parity with common limited partnership units of Operating Partnership ("Common Units") with respect to liquidating distributions, however upon the occurrence of specified events, profits interest units may achieve full parity with Common Units for all purposes. Vested profits interest units that have achieved full parity with Commons Units may be converted into an equal number of Common Units for a 1-to-1 basis at any time. Common Units are redeemable for cash based on the FMV of an equivalent number of shares of common stock of the Issuer, or, at the election of distribution of similar events.
F2: The units will vest in four equal annual installments beginning on February 13, 2027. The Vested profits interest units have no expiration date.
REALTY INCOME CORP
Report date May 21, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,425 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 3,214 · Balance 22,425 F1: Shares granted through an incentive plan; no consideration was paid. Shares vest in 33.33% increments on each of the first three anniversaries of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares granted through an incentive plan; no consideration was paid. Shares vest in 33.33% increments on each of the first three anniversaries of the grant date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
VEREIT, Inc.
Report date November 01, 2021 · Filed November 01, 2021
Section 16 reporting ended · disclosed 2021-11-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2021-11-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2021-11-01 · Disposition to issuer · Disposed 6,812 · Balance 10,620 F1: Represents shares of VEREIT, Inc. ("VEREIT") common stock disposed in connection with the Agreement and Plan of Merger by and among Realty Income Corporation ("Realty Income"), Rams MD Subsidiary I, Inc., Rams Acquisition Sub II, LLC, VEREIT and VEREIT Operating Partnership, L.P., dated as of April 29, 2021 (as amended or supplemented from time to time, the "Merger Agreement"). In accordance with the Merger Agreement, upon the Effective Time (as defined in the Merger Agreement), each share of VEREIT common stock was converted into the right to receive 0.705 shares of common stock of Realty Income (the "Exchange Ratio"). Row 2 · 2021-11-01 · Disposition to issuer · Disposed 2,994 · Balance 7,626 F2: As of the Effective Time, deferred stock units awarded to the Reporting Person were converted into a Realty Income deferred stock unit award with respect to a number of whole shares of Realty Income common stock equal to the product obtained by multiplying the number of shares of VEREIT common stock subject to such VEREIT deferred stock unit award as of immediately prior to the Effective Time by the Exchange Ratio. Row 3 · 2021-11-01 · Disposition to issuer · Disposed 7,626 · Balance 0 F3: As of the Effective Time, deferred stock units awarded to the Reporting Person were converted into a number of newly issued shares of Realty Income common stock equal to the product obtained by multiplying the number of shares of VEREIT common stock subject to such deferred stock unit award as of immediately prior to the Effective Time by the Exchange Ratio. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of VEREIT, Inc. ("VEREIT") common stock disposed in connection with the Agreement and Plan of Merger by and among Realty Income Corporation ("Realty Income"), Rams MD Subsidiary I, Inc., Rams Acquisition Sub II, LLC, VEREIT and VEREIT Operating Partnership, L.P., dated as of April 29, 2021 (as amended or supplemented from time to time, the "Merger Agreement"). In accordance with the Merger Agreement, upon the Effective Time (as defined in the Merger Agreement), each share of VEREIT common stock was converted into the right to receive 0.705 shares of common stock of Realty Income (the "Exchange Ratio").
F2: As of the Effective Time, deferred stock units awarded to the Reporting Person were converted into a Realty Income deferred stock unit award with respect to a number of whole shares of Realty Income common stock equal to the product obtained by multiplying the number of shares of VEREIT common stock subject to such VEREIT deferred stock unit award as of immediately prior to the Effective Time by the Exchange Ratio.
F3: As of the Effective Time, deferred stock units awarded to the Reporting Person were converted into a number of newly issued shares of Realty Income common stock equal to the product obtained by multiplying the number of shares of VEREIT common stock subject to such deferred stock unit award as of immediately prior to the Effective Time by the Exchange Ratio.
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 |
|---|---|---|---|---|---|---|
| July 17, 2017 Filed Jul 19, 2017 17:39 UTC | HOST HOTELS & RESORTS, INC. HST · Entity 3358 | OtherRestricted-Annual Director Stock Award | 69.3939 | $18.48 | $1,282.40 |
DisclosureSEC source: 0001070750-17-000114 · edgardoc.xml · nonDerivative · entry 1 Preusse Mary Hogan · CIK 0001697749 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,481.3939 F1 · kind: Pursuant to the Non-Employee Directors' Deferred Stock Compensation Plan, reporting person is required to reinvest cash dividends in shares of additional Host Hotels & Resort's common stock. Read SEC document |
| May 08, 2017 Filed May 11, 2017 00:34 UTC | DIGITAL REALTY TRUST, L.P. DLR · Entity 32832 | GrantLong-Term Incentive Units · Derivative | 1,277 | $0.00 | $0.00 |
DisclosureSEC source: 0001494877-17-000060 · wf-form4_149446282740236.xml · derivative · entry 1 Preusse Mary Hogan · CIK 0001697749 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,277 Underlying: Common Stock · 1,277 shares Expires not disclosed F1 · security: Long-term incentive units are profits interest units in the Issuer, of which Digital Realty Trust, Inc. ("General Partner") is the general partner. Vested profits interest units may be converted into an equal number of common limited partnership ("Common Units") in the Issuer subject to the terms of the Issuer's limited partnership agreement. Common Units are redeemable for cash based on the fair market value of an equivalent numbers of shares of the General Partner's common stock, or, at the election of the General Partner, for an equal number of shares of the General Partner's common stock, subject to adjustment in the event of stock splits, stock dividends, issuance of stock rights, specified extraordinary distributions or similar events.. F1 · derivative.exercise_price: Long-term incentive units are profits interest units in the Issuer, of which Digital Realty Trust, Inc. ("General Partner") is the general partner. Vested profits interest units may be converted into an equal number of common limited partnership ("Common Units") in the Issuer subject to the terms of the Issuer's limited partnership agreement. Common Units are redeemable for cash based on the fair market value of an equivalent numbers of shares of the General Partner's common stock, or, at the election of the General Partner, for an equal number of shares of the General Partner's common stock, subject to adjustment in the event of stock splits, stock dividends, issuance of stock rights, specified extraordinary distributions or similar events.. F1 · derivative.exercise_date: Long-term incentive units are profits interest units in the Issuer, of which Digital Realty Trust, Inc. ("General Partner") is the general partner. Vested profits interest units may be converted into an equal number of common limited partnership ("Common Units") in the Issuer subject to the terms of the Issuer's limited partnership agreement. Common Units are redeemable for cash based on the fair market value of an equivalent numbers of shares of the General Partner's common stock, or, at the election of the General Partner, for an equal number of shares of the General Partner's common stock, subject to adjustment in the event of stock splits, stock dividends, issuance of stock rights, specified extraordinary distributions or similar events.. F2 · derivative.expiration_date: N/A Read SEC document |
| May 08, 2017 Filed May 11, 2017 00:30 UTC | DIGITAL REALTY TRUST, INC. DLR · Entity 2981 | GrantLong-Term Incentive Units · Derivative | 1,277 | $0.00 | $0.00 |
DisclosureSEC source: 0001297996-17-000077 · wf-form4_149446259528954.xml · derivative · entry 1 Preusse Mary Hogan · CIK 0001697749 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,277 Underlying: Common Stock · 1,277 shares Expires not disclosed F1 · security: Long-Term Incentive Units are profits interest units in Digital Realty Trust, L.P. ("Operating Partnership"), of which the Issuer is the general partner. Profits interest units may initially not have full parity with common limited partnership units of Operating Partnership ("Common Units") with respect to liquidating distributions; however upon the occurrence of specified events, profits interest units may achieve full parity with Common Units for all purposes. Vested profits interest units that have achieved full parity with Common Units may be converted into an equal number of Common Units on a 1-for-1 basis at any time. Common Units are redeemable for cash based on the FMV of an equivalent number of shares of common stock of the Issuer, or, at the election of the Issuer, for an equal number of shares of the Issuer's common stock, subject to adjustment in the event of stock splits, stock dividends, issuance of stock rights, specified extraordinary distributions or similar events. F1 · derivative.exercise_price: Long-Term Incentive Units are profits interest units in Digital Realty Trust, L.P. ("Operating Partnership"), of which the Issuer is the general partner. Profits interest units may initially not have full parity with common limited partnership units of Operating Partnership ("Common Units") with respect to liquidating distributions; however upon the occurrence of specified events, profits interest units may achieve full parity with Common Units for all purposes. Vested profits interest units that have achieved full parity with Common Units may be converted into an equal number of Common Units on a 1-for-1 basis at any time. Common Units are redeemable for cash based on the FMV of an equivalent number of shares of common stock of the Issuer, or, at the election of the Issuer, for an equal number of shares of the Issuer's common stock, subject to adjustment in the event of stock splits, stock dividends, issuance of stock rights, specified extraordinary distributions or similar events. F1 · derivative.exercise_date: Long-Term Incentive Units are profits interest units in Digital Realty Trust, L.P. ("Operating Partnership"), of which the Issuer is the general partner. Profits interest units may initially not have full parity with common limited partnership units of Operating Partnership ("Common Units") with respect to liquidating distributions; however upon the occurrence of specified events, profits interest units may achieve full parity with Common Units for all purposes. Vested profits interest units that have achieved full parity with Common Units may be converted into an equal number of Common Units on a 1-for-1 basis at any time. Common Units are redeemable for cash based on the FMV of an equivalent number of shares of common stock of the Issuer, or, at the election of the Issuer, for an equal number of shares of the Issuer's common stock, subject to adjustment in the event of stock splits, stock dividends, issuance of stock rights, specified extraordinary distributions or similar events. F2 · derivative.expiration_date: N/A Read SEC document |
| May 03, 2017 Filed May 5, 2017 16:04 UTC | VEREIT, Inc. VER · Entity 134043 | GrantCommon Stock | 13,415 | $8.20 | $110,003.00 |
DisclosureSEC source: 0001507385-17-000060 · wf-form4_149401466430567.xml · nonDerivative · entry 1 Preusse Mary Hogan · CIK 0001697749 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,811 F1 · shares: Reflects deferred stock units awarded May 3, 2017 in respect of the annual equity retainer due to the Reporting Person, for the Reporting Person's service as an independent director. Such deferred stock units will be settled in common stock upon the earlier of three years from the date of grant, the Reporting Person's death and the Reporting Person's separation from service from the Issuer. F2 · price: Reflects the closing sale price of the Issuer's common stock as reported on the New York Stock Exchange on May 3, 2017. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 16:58 UTC | VEREIT, Inc. VER · Entity 134043 | GrantCommon Stock | 2,396 | $8.93 | $21,396.28 |
DisclosureSEC source: 0001507385-17-000034 · wf-form4_148823271220370.xml · nonDerivative · entry 1 Preusse Mary Hogan · CIK 0001697749 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,396 F1 · shares: Reflects deferred stock units awarded February 23, 2017 in respect of the annual equity retainer due to the Reporting Person, for the Reporting Peron's service as an independent director, prorated for the period from February 23, 2017 through May 4, 2017. Such deferred stock units are subject to a holding period requirement ending upon the earlier of three years from the date of grant and the end of the Reporting Person's term of service as an independent director. F2 · price: Reflects the closing sale price of the Issuer's common stock as reported on the New York Stock Exchange on February 23, 2017. Read SEC document |
| February 13, 2017 Filed Feb 16, 2017 01:34 UTC | KIMCO REALTY CORP KIM · Entity 3329 | GrantCommon Stock | 6,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-002617 · rdgdoc.xml · nonDerivative · entry 1 Preusse Mary Hogan · CIK 0001697749 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,990 F1 · shares: Represents shares of restricted stock awarded on February 13, 2017, which vest in four equal annual installments beginning on February 13, 2018. 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.