Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Designer Brands Inc.DBI · Entity 6081 | Director | October 07, 2026 | October 09, 2026 |
| RPT RealtyNYSE: RPT · Entity 95506 | Director | January 02, 2024 | January 04, 2024 |
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.
Designer Brands Inc.
Report date October 07, 2026 · Filed October 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock UnitSEC Table II · derivative / convertible security | Direct | 159,567 |
Reported balance
After 2026-10-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-07 · Grant · Acquired 1,343 · Balance 159,567 F1: Each stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F2: Shares represent dividend equivalent rights accrued on previously awarded stock units. F3: The stock unit becomes vested upon the date of grant and will be converted to an equal number of shares of Issuer's Class A common stock upon Insider's termination of service from the Board of Directors. F4: Total includes stock units acquired pursuant to a special dividend and accrued dividend equivalent rights. |
Filing footnotes · ownership attribution and instrument terms
F1: Each stock unit represents a contingent right to receive one share of the Issuer's Class A common stock.
F2: Shares represent dividend equivalent rights accrued on previously awarded stock units.
F3: The stock unit becomes vested upon the date of grant and will be converted to an equal number of shares of Issuer's Class A common stock upon Insider's termination of service from the Board of Directors.
F4: Total includes stock units acquired pursuant to a special dividend and accrued dividend equivalent rights.
RPT Realty
Report date January 02, 2024 · Filed January 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-01-02 transaction · row 1
1 source rowRow 1 · 2024-01-02 · Disposition to issuer · Disposed 54,232 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of August 28, 2023 (the "Merger Agreement"), by and among RPT Realty, a Maryland real estate investment trust ("RPT"), RPT Realty, L.P., a Delaware limited partnership, Kimco Realty Corporation, a Maryland corporation ("Kimco"), Kimco Realty OP, LLC, a Delaware limited liability company ("Kimco OP"), Tarpon Acquisition Sub, LLC, a Delaware limited liability company and direct wholly owned subsidiary of Kimco, and Tarpon OP Acquisition Sub, LLC, a Delaware limited liability company and direct wholly owned subsidiary of Kimco OP, pursuant to which RPT merged with and into Kimco on January 2, 2024, with Kimco surviving the merger (the "Merger"), at the effective time of the Merger, each issued and outstanding common share of beneficial interest, par value $0.01 per share of RPT ("RPT Common Shares") F2: [Continued from Footnote 1] held by the Reporting Person was automatically converted into the right to receive 0.6049 shares of common stock, par value $0.01 per share, of Kimco ("Kimco Common Stock"), subject to any adjustment, without interest, plus the right, if any, to receive cash in lieu of any fractional shares of Kimco Common Stock into which such RPT Common Shares would have been converted. On December 29, 2023, the closing price of RPT Common Shares was $12.38 per share and the closing price of Kimco Common Stock was $21.31 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of August 28, 2023 (the "Merger Agreement"), by and among RPT Realty, a Maryland real estate investment trust ("RPT"), RPT Realty, L.P., a Delaware limited partnership, Kimco Realty Corporation, a Maryland corporation ("Kimco"), Kimco Realty OP, LLC, a Delaware limited liability company ("Kimco OP"), Tarpon Acquisition Sub, LLC, a Delaware limited liability company and direct wholly owned subsidiary of Kimco, and Tarpon OP Acquisition Sub, LLC, a Delaware limited liability company and direct wholly owned subsidiary of Kimco OP, pursuant to which RPT merged with and into Kimco on January 2, 2024, with Kimco surviving the merger (the "Merger"), at the effective time of the Merger, each issued and outstanding common share of beneficial interest, par value $0.01 per share of RPT ("RPT Common Shares")
F2: [Continued from Footnote 1] held by the Reporting Person was automatically converted into the right to receive 0.6049 shares of common stock, par value $0.01 per share, of Kimco ("Kimco Common Stock"), subject to any adjustment, without interest, plus the right, if any, to receive cash in lieu of any fractional shares of Kimco Common Stock into which such RPT Common Shares would have been converted. On December 29, 2023, the closing price of RPT Common Shares was $12.38 per share and the closing price of Kimco Common Stock was $21.31 per share.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 28, 2017 Filed Aug 30, 2017 20:08 UTC | Designer Brands Inc. DSW · Entity 6081 | SaleClass A Common Shares | 8,222 | $19.31 | $158,725.71 |
DisclosureSEC source: 0001225208-17-014411 · doc4.xml · nonDerivative · entry 2 LAU JOANNA T · CIK 0001204831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,050 Read SEC document |
| August 28, 2017 Filed Aug 30, 2017 20:08 UTC | Designer Brands Inc. DSW · Entity 6081 | SaleClass A Common Shares | 1,778 | $19.03 | $33,835.34 |
DisclosureSEC source: 0001225208-17-014411 · doc4.xml · nonDerivative · entry 1 LAU JOANNA T · CIK 0001204831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,272 Read SEC document |
| June 29, 2017 Filed Jun 30, 2017 21:07 UTC | Designer Brands Inc. DSW · Entity 6081 | GrantStock Unit · Derivative | 469 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-011785 · doc4.xml · derivative · entry 2 LAU JOANNA T · CIK 0001204831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,926 Underlying: Class A Common Shares · 469 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F2 · shares: Shares represent dividend equivalent rights accrued on previously awarded stock units. F3 · derivative.exercise_date: The stock units are fully vested and will be converted to an equal number of shares of the Issuer's Class A common stock upon insider's termination of service from the Board of Directors. F3 · derivative.expiration_date: The stock units are fully vested and will be converted to an equal number of shares of the Issuer's Class A common stock upon insider's termination of service from the Board of Directors. F4 · balance_after: Total includes stock units acquired pursuant to a special dividend and accrued dividend equivalent rights. Read SEC document |
| June 29, 2017 Filed Jun 30, 2017 21:07 UTC | Designer Brands Inc. DSW · Entity 6081 | GrantClass A Common Shares | 93 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-011785 · doc4.xml · nonDerivative · entry 1 LAU JOANNA T · CIK 0001204831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,050 Read SEC document |
| May 24, 2017 Filed Jun 1, 2017 20:27 UTC | Designer Brands Inc. DSW · Entity 6081 | GrantClass A Common Shares | 8,439 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-010735 · doc4.xml · nonDerivative · entry 1 LAU JOANNA T · CIK 0001204831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,957 Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 20:29 UTC | Designer Brands Inc. DSW · Entity 6081 | GrantStock Unit · Derivative | 407 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-007387 · doc4.xml · derivative · entry 1 LAU JOANNA T · CIK 0001204831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,457 Underlying: Class A Common Shares · 407 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F2 · shares: Shares represent dividend equivalent rights accrued on previously awarded stock units. F3 · derivative.exercise_date: The stock units are fully vested and will be converted to an equal number of shares of the Issuer's Class A common stock upon insider's termination of service from the Board of Directors. F3 · derivative.expiration_date: The stock units are fully vested and will be converted to an equal number of shares of the Issuer's Class A common stock upon insider's termination of service from the Board of Directors. F4 · balance_after: Total includes stock units acquired pursuant to a special dividend and accrued dividend equivalent rights. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 20:08 UTC | Designer Brands Inc. DSW · Entity 6081 | GrantStock Unit · Derivative | 369 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-000295 · doc4.xml · derivative · entry 1 LAU JOANNA T · CIK 0001204831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,050 Underlying: Class A Common Shares · 369 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F2 · shares: Shares represent dividend equivalent rights accrued on previously awarded stock units. F3 · derivative.exercise_date: The stock units are fully vested and will be converted to an equal number of shares of the Issuer's Class A common stock upon insider's termination of service from the Board of Directors. F3 · derivative.expiration_date: The stock units are fully vested and will be converted to an equal number of shares of the Issuer's Class A common stock upon insider's termination of service from the Board of Directors. F4 · balance_after: Total includes stock units acquired pursuant to a special dividend and accrued dividend equivalent rights. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 16:09 UTC | Designer Brands Inc. DSW · Entity 6081 | GrantStock Unit · Derivative | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-039936 · doc4.xml · derivative · entry 1 LAU JOANNA T · CIK 0001204831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,681 Underlying: Class A Common Shares · 402 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F2 · shares: Shares represent dividend equivalent rights accrued on previously awarded stock units. F3 · derivative.exercise_date: The stock units are fully vested and will be converted to an equal number of shares of the Issuer's Class A common stock upon insider's termination of service from the Board of Directors. F3 · derivative.expiration_date: The stock units are fully vested and will be converted to an equal number of shares of the Issuer's Class A common stock upon insider's termination of service from the Board of Directors. F4 · balance_after: Total includes stock units acquired pursuant to a special dividend and accrued dividend equivalent rights. 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.