Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ardmore Shipping CorpASC · Entity 5198 | Director | June 15, 2026 | July 07, 2026 |
| Braemar Hotels & Resorts Inc.BHR · Entity 6531 | Director | August 18, 2021 | August 19, 2021 |
| FT 5969MDVA · Entity 129796 | Director | February 25, 2022 | March 01, 2022 |
| Kalera Public Ltd CoKAL · Entity 117191 | Director | August 22, 2022 | August 25, 2022 |
| MODIV INDUSTRIAL, INC.MDV · Entity 24009 | Director | June 28, 2024 | July 01, 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.
Ardmore Shipping Corp
Report date June 15, 2026 · Filed July 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 76,033 |
Reported balance
After 2026-06-17 transaction · row 1
1 source rowRow 1 · 2026-06-17 · Exercise / conversion · Acquired 15,360 · Balance 76,033 |
| Restricted Stock Units AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2027-06-15 | Direct | 9,112 |
Reported balance
After 2026-06-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-15 · Grant · Acquired 9,112 · Balance 9,112 F1: Restricted Stock Units Award ("RSUs") represent a contingent right to receive one share of the Issuer's common stock per RSU. RSUs have associated dividend equivalent rights ("DERs") that vest and become payable in shares of the Issuer's common stock proportionately with the RSUs to which they relate. Upon vesting of RSUs, the number of shares issuable under the associated DERs becomes calculable, based on the quotient of the accrued dividends with respect to the vested RSUs, divided by the common stock's fair market value on such vesting date (or in the event dividends are declared, but not yet paid to stockholders as of a vesting date, on the date of payment to stockholders). F2: These RSUs vest in full on the date shown, subject to the reporting person's continued service to the Issuer through the vesting date. |
| Restricted Stock Units AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-06-17 | Direct | 0 |
Reported balance
After 2026-06-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-17 · Exercise / conversion · Disposed 15,360 · Balance 0 F1: Restricted Stock Units Award ("RSUs") represent a contingent right to receive one share of the Issuer's common stock per RSU. RSUs have associated dividend equivalent rights ("DERs") that vest and become payable in shares of the Issuer's common stock proportionately with the RSUs to which they relate. Upon vesting of RSUs, the number of shares issuable under the associated DERs becomes calculable, based on the quotient of the accrued dividends with respect to the vested RSUs, divided by the common stock's fair market value on such vesting date (or in the event dividends are declared, but not yet paid to stockholders as of a vesting date, on the date of payment to stockholders). F3: Includes 579 shares payable under associated dividend equivalent rights that became calculable upon vesting of the RSUs. F2: These RSUs vest in full on the date shown, subject to the reporting person's continued service to the Issuer through the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units Award ("RSUs") represent a contingent right to receive one share of the Issuer's common stock per RSU. RSUs have associated dividend equivalent rights ("DERs") that vest and become payable in shares of the Issuer's common stock proportionately with the RSUs to which they relate. Upon vesting of RSUs, the number of shares issuable under the associated DERs becomes calculable, based on the quotient of the accrued dividends with respect to the vested RSUs, divided by the common stock's fair market value on such vesting date (or in the event dividends are declared, but not yet paid to stockholders as of a vesting date, on the date of payment to stockholders).
F2: These RSUs vest in full on the date shown, subject to the reporting person's continued service to the Issuer through the vesting date.
F3: Includes 579 shares payable under associated dividend equivalent rights that became calculable upon vesting of the RSUs.
Braemar Hotels & Resorts Inc.
Report date August 18, 2021 · Filed August 19, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 57,802 |
Reported balance
After 2021-08-18 transaction · row 1
1 source rowRow 1 · 2021-08-18 · Sale · Disposed 4,000 · Balance 57,802 |
| Common StockSEC Table I · non-derivative | IndirectBy Curtis B. McWilliams IRA | 2,000 |
Reported balance
Holding disclosure · report date 2021-08-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,000 |
FT 5969
Report date February 25, 2022 · Filed March 01, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCK, CLASS CSEC Table I · non-derivative | Direct | 9,860.4443 |
Reported balance
After 2022-02-25 transaction · row 1
1 source rowRow 1 · 2022-02-25 · Purchase · Acquired 48.2136 · Balance 9,860.4443 |
Kalera Public Ltd Co
Report date August 22, 2022 · Filed August 25, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 120,034 |
Reported balance
After 2022-08-22 transaction · row 1
1 source rowRow 1 · 2022-08-22 · Grant · Acquired 103,306 · Balance 120,034 F1: Restricted stock units convert into common shares of the registrant on a one-for-one basis. Restricted stock units cliff vest after one year. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $2.42 · Expires 2032-08-22 | Direct | 91,000 |
Reported balance
After 2022-08-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-08-22 · Grant · Acquired 91,000 · Balance 91,000 F2: This stock option vests 25% on each of the first four anniversaries of the grant date |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $2.42 · Expires 2032-08-22 | Direct | 50,050 |
Reported balance
After 2022-08-22 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-08-22 · Grant · Acquired 50,050 · Balance 50,050 F3: This stock option vests 25% on each of December 13, 2022, December 13, 2023, December 13, 2024 and December 13, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common shares of the registrant on a one-for-one basis. Restricted stock units cliff vest after one year.
F2: This stock option vests 25% on each of the first four anniversaries of the grant date
F3: This stock option vests 25% on each of December 13, 2022, December 13, 2023, December 13, 2024 and December 13, 2025.
MODIV INDUSTRIAL, INC.
Report date June 28, 2024 · Filed July 01, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCK, CLASS CSEC Table I · non-derivative | Direct | 20,793.6439 |
Reported balance
After 2024-06-28 transaction · row 1
1 source rowRow 1 · 2024-06-28 · Grant · Acquired 1,060.8204 · Balance 20,793.6439 |
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 |
|---|---|---|---|---|---|---|
| May 25, 2021 Filed May 27, 2021 19:45 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 27.2024 | $24.61 | $669.45 |
DisclosureSEC source: 0001645873-21-000115 · wf-form4_162214467263851.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,807.36 Read SEC document |
| May 14, 2021 Filed May 18, 2021 21:01 UTC | Braemar Hotels & Resorts Inc. BHR · Entity 6531 | PurchaseCommon Stock | 2,000 | $5.34 | $10,680.00 |
DisclosureSEC source: 0001567619-21-010636 · doc1.xml · nonDerivative · entry 2 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Curtis B. McWilliams IRA Disclosed balance after: 2,000 Read SEC document |
| May 11, 2021 Filed May 13, 2021 21:21 UTC | Braemar Hotels & Resorts Inc. BHR · Entity 6531 | GrantCommon Stock | 314 | $6.07 | $1,905.98 |
DisclosureSEC source: 0001104659-21-066059 · tm2116222-7_4seq1.xml · nonDerivative · entry 2 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,608 F2 · kind: The shares were issued to the Reporting Person under the Plan in lieu of certain cash retainer fees and were fully vested upon grant. F2 · price: The shares were issued to the Reporting Person under the Plan in lieu of certain cash retainer fees and were fully vested upon grant. Read SEC document |
| May 11, 2021 Filed May 13, 2021 21:21 UTC | Braemar Hotels & Resorts Inc. BHR · Entity 6531 | GrantCommon Stock | 11,194 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-066059 · tm2116222-7_4seq1.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,802 F1 · kind: The Reporting Person received the shares pursuant to a stock grant from the Issuer, under the Issuer's Second Amended and Restated 2013 Equity Incentive Plan (the "Plan"), in connection with the re-election of the Reporting Person to the Issuer's Board of Directors. F1 · price: The Reporting Person received the shares pursuant to a stock grant from the Issuer, under the Issuer's Second Amended and Restated 2013 Equity Incentive Plan (the "Plan"), in connection with the re-election of the Reporting Person to the Issuer's Board of Directors. Read SEC document |
| April 26, 2021 Filed Apr 27, 2021 14:26 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 27.5871 | $23.03 | $635.33 |
DisclosureSEC source: 0001645873-21-000095 · wf-form4_161953358922296.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,780.1576 Read SEC document |
| March 30, 2021 Filed Mar 30, 2021 21:11 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK Bonus Share | 651.3244 | $23.03 | $15,000.00 |
DisclosureSEC source: 0001645873-21-000072 · wf-form4_161713864674055.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,752.5705 Read SEC document |
| March 30, 2021 Filed Jul 14, 2021 15:26 UTC Amendment | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | GrantCOMMON STOCK Bonus Share | 651.3244 | $23.03 | $15,000.00 |
DisclosureSEC source: 0001645873-21-000159 · wf-form4a_162627637325406.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,752.5705 Read SEC document |
| March 25, 2021 Filed Mar 26, 2021 18:17 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 24.6691 | $23.03 | $568.13 |
DisclosureSEC source: 0001645873-21-000062 · wf-form4_161678260679723.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,101.2461 Read SEC document |
| February 25, 2021 Filed Feb 26, 2021 20:39 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 26.8528 | $23.03 | $618.42 |
DisclosureSEC source: 0001645873-21-000052 · wf-form4_161437193578309.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,076.577 Read SEC document |
| January 22, 2021 Filed Jan 25, 2021 22:49 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 76.3243 | $7.00 | $534.27 |
DisclosureSEC source: 0001645873-21-000022 · wf-form4_161161493492554.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,149.173 Read SEC document |
| January 04, 2021 Filed Jan 4, 2021 18:24 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | GrantCOMMON STOCK Bonus Share | 3,035.7143 | $7.00 | $21,250.00 |
DisclosureSEC source: 0001645873-21-000005 · wf-form4_160978465712490.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,072.8487 Read SEC document |
| December 28, 2020 Filed Dec 29, 2020 19:27 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 73.5714 | $7.00 | $515.00 |
DisclosureSEC source: 0001645873-20-000280 · wf-form4_160927000937963.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,037.1344 Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 23:12 UTC | Braemar Hotels & Resorts Inc. BHR · Entity 6531 | GrantCommon Stock | 1,191 | $4.80 | $5,716.80 |
DisclosureSEC source: 0001567619-20-021304 · doc1.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,294 F1 · kind: The shares were issued to the Reporting Person under the Issuer's 2013 Equity Incentive Plan in lieu of certain cash retainer fees and were fully vested upon grant. F1 · price: The shares were issued to the Reporting Person under the Issuer's 2013 Equity Incentive Plan in lieu of certain cash retainer fees and were fully vested upon grant. Read SEC document |
| November 25, 2020 Filed Nov 30, 2020 21:29 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 75.7543 | $7.00 | $530.28 |
DisclosureSEC source: 0001645873-20-000248 · wf-form4_160677175495805.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,963.563 Read SEC document |
| October 26, 2020 Filed Oct 28, 2020 17:11 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 60.9943 | $7.00 | $426.96 |
DisclosureSEC source: 0001645873-20-000223 · wf-form4_160390510277939.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,877.8087 Read SEC document |
| September 30, 2020 Filed Oct 1, 2020 23:06 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | GrantCOMMON STOCK Bonus Share | 3,035.7143 | $7.00 | $21,250.00 |
DisclosureSEC source: 0001645873-20-000207 · wf-form4_160159358819673.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,826.8144 Read SEC document |
| September 28, 2020 Filed Sep 30, 2020 20:22 UTC | Braemar Hotels & Resorts Inc. BHR · Entity 6531 | GrantCommon Stock | 2,323 | $2.46 | $5,714.58 |
DisclosureSEC source: 0001104659-20-110423 · a4.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,103 F1 · kind: The shares were issued to the Reporting Person under the Issuer's 2013 Equity Incentive Plan in lieu of certain cash retainer fees and were fully vested upon grant. F1 · price: The shares were issued to the Reporting Person under the Issuer's 2013 Equity Incentive Plan in lieu of certain cash retainer fees and were fully vested upon grant. Read SEC document |
| September 25, 2020 Filed Sep 28, 2020 20:52 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 62.3443 | $7.00 | $436.41 |
DisclosureSEC source: 0001645873-20-000194 · wf-form4_160132632450031.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,791.1001 Read SEC document |
| August 25, 2020 Filed Aug 27, 2020 00:26 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 62.1157 | $7.00 | $434.81 |
DisclosureSEC source: 0001645873-20-000182 · wf-form4_159848794572492.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,728.7558 Read SEC document |
| July 27, 2020 Filed Jul 29, 2020 21:12 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 47.3357 | $7.00 | $331.35 |
DisclosureSEC source: 0001645873-20-000160 · wf-form4_159605710560653.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,666.6401 Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 18:13 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | GrantCOMMON STOCK Bonus Share | 3,035.7143 | $7.00 | $21,250.00 |
DisclosureSEC source: 0001645873-20-000144 · wf-form4_159405920434077.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,619.3044 Read SEC document |
| June 25, 2020 Filed Jun 30, 2020 01:13 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 81.1914 | $7.00 | $568.34 |
DisclosureSEC source: 0001645873-20-000134 · wf-form4_159347959902827.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,583.5901 Read SEC document |
| May 26, 2020 Filed May 28, 2020 19:32 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 89.9486 | $7.00 | $629.64 |
DisclosureSEC source: 0001645873-20-000113 · wf-form4_159069430811097.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,502.3987 Read SEC document |
| May 22, 2020 Filed May 27, 2020 20:05 UTC | Braemar Hotels & Resorts Inc. BHR · Entity 6531 | GrantCommon Stock | 6,199 | $2.42 | $15,001.58 |
DisclosureSEC source: 0001104659-20-066373 · a4.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,780 F1 · kind: The shares were issued to the Reporting Person under the Issuer's 2013 Equity Incentive Plan in lieu of 25% of the annual cash retainers (as such cash retainers were reduced in March 2020) that would otherwise be payable to the Reporting Person under the Issuer's non-employee director compensation program for a one-year period and are fully vested. F1 · price: The shares were issued to the Reporting Person under the Issuer's 2013 Equity Incentive Plan in lieu of 25% of the annual cash retainers (as such cash retainers were reduced in March 2020) that would otherwise be payable to the Reporting Person under the Issuer's non-employee director compensation program for a one-year period and are fully vested. Read SEC document |
| May 15, 2020 Filed May 19, 2020 20:16 UTC | Braemar Hotels & Resorts Inc. BHR · Entity 6531 | GrantCommon Stock | 5,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-063760 · a4.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,581 F1 · kind: The Reporting Person received the shares pursuant to a stock grant from the Issuer, under the Issuer's 2013 Equity Incentive Plan, in connection with the re-election of the Reporting Person to the Issuer's Board of Directors. F1 · price: The Reporting Person received the shares pursuant to a stock grant from the Issuer, under the Issuer's 2013 Equity Incentive Plan, in connection with the re-election of the Reporting Person to the Issuer's Board of Directors. Read SEC document |
| April 27, 2020 Filed Apr 29, 2020 19:23 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 56.8715 | $10.27 | $584.07 |
DisclosureSEC source: 0001645873-20-000099 · wf-form4_158818817137723.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,412.4501 Read SEC document |
| April 09, 2020 Filed Apr 9, 2020 20:47 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | GrantCOMMON STOCK Bonus Share | 1,460.5648 | $10.27 | $15,000.00 |
DisclosureSEC source: 0001645873-20-000085 · wf-form4_158646525874279.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,355.5786 Read SEC document |
| March 25, 2020 Filed Mar 27, 2020 22:17 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 55.9231 | $10.27 | $574.33 |
DisclosureSEC source: 0001645873-20-000068 · wf-form4_158534741100426.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,895.0138 Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 18:49 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 51.5686 | $10.27 | $529.61 |
DisclosureSEC source: 0001645873-20-000051 · wf-form4_158282936385371.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,839.0907 Read SEC document |
| January 27, 2020 Filed Jan 29, 2020 17:38 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 47.2687 | $10.16 | $480.25 |
DisclosureSEC source: 0001645873-20-000036 · wf-form4_158031949831585.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,787.5221 Read SEC document |
| January 16, 2020 Filed Jan 21, 2020 17:37 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | GrantCOMMON STOCK Bonus Share | 1,476.378 | $10.16 | $15,000.00 |
DisclosureSEC source: 0001645873-20-000025 · wf-form4_157962823453012.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,740.2534 Read SEC document |
| December 26, 2019 Filed Dec 30, 2019 17:58 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 40.3524 | $10.16 | $409.98 |
DisclosureSEC source: 0001645873-19-000198 · wf-form4_157772872128652.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,263.8754 Read SEC document |
| December 02, 2019 Filed Dec 4, 2019 17:37 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | GrantCOMMON STOCK Bonus Share | 1,230.315 | $10.16 | $12,500.00 |
DisclosureSEC source: 0001645873-19-000182 · wf-form4_157548103964868.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,223.523 Read SEC document |
| October 15, 2019 Filed Oct 17, 2019 18:28 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | GrantCOMMON STOCK Bonus Share | 1,476.378 | $10.16 | $15,000.00 |
DisclosureSEC source: 0001645873-19-000159 · wf-form4_157133690797797.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,993.208 Read SEC document |
| September 18, 2019 Filed Sep 20, 2019 17:05 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 30.627 | $10.16 | $311.17 |
DisclosureSEC source: 0001645873-19-000149 · wf-form4_156899912676034.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,516.83 Read SEC document |
| August 26, 2019 Filed Aug 28, 2019 21:16 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 24.3465 | $10.16 | $247.36 |
DisclosureSEC source: 0001645873-19-000130 · wf-form4_156702696363432.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,486.203 Read SEC document |
| August 13, 2019 Filed Aug 14, 2019 20:15 UTC | Braemar Hotels & Resorts Inc. BHR · Entity 6531 | PurchaseCommon Stock | 2,000 | $9.09 | $18,180.00 |
DisclosureSEC source: 0001104659-19-045934 · a4.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,881 Read SEC document |
| August 05, 2019 Filed Aug 7, 2019 20:05 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | GrantCOMMON STOCK Bonus Share | 1,230.315 | $10.16 | $12,500.00 |
DisclosureSEC source: 0001645873-19-000105 · wf-form4_156520833190212.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,461.8565 Read SEC document |
| July 31, 2019 Filed Aug 2, 2019 20:46 UTC | Braemar Hotels & Resorts Inc. BHR · Entity 6531 | GrantCommon Stock | 5,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-043740 · a4.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,881 F1 · kind: The Reporting Person received the shares pursuant to a stock grant from the Issuer, under the Issuer's 2013 Equity Incentive Plan, in connection with the re-election of the Reporting Person to the Issuer's Board of Directors. F1 · price: The Reporting Person received the shares pursuant to a stock grant from the Issuer, under the Issuer's 2013 Equity Incentive Plan, in connection with the re-election of the Reporting Person to the Issuer's Board of Directors. Read SEC document |
| July 25, 2019 Filed Jul 29, 2019 21:37 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 15.7362 | $10.16 | $159.88 |
DisclosureSEC source: 0001645873-19-000096 · wf-form4_156443625499195.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,231.5415 Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 17:13 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | GrantCOMMON STOCK Bonus Share | 1,476.378 | $10.16 | $15,000.00 |
DisclosureSEC source: 0001645873-19-000080 · wf-form4_156217400525679.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,215.8053 Read SEC document |
| June 25, 2019 Filed Jun 27, 2019 19:12 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 15.3268 | $10.16 | $155.72 |
DisclosureSEC source: 0001645873-19-000063 · wf-form4_156166274551788.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,739.4273 Read SEC document |
| May 28, 2019 Filed May 30, 2019 20:06 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 14.2018 | $10.16 | $144.29 |
DisclosureSEC source: 0001645873-19-000045 · wf-form4_155924676373302.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,724.1005 Read SEC document |
| May 08, 2019 Filed May 10, 2019 22:28 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | GrantCOMMON STOCK Bonus Share | 246.063 | $10.16 | $2,500.00 |
DisclosureSEC source: 0001645873-19-000018 · wf-form4_155752731227530.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,709.8987 Read SEC document |
| April 25, 2019 Filed Apr 29, 2019 23:37 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK Bonus Share | 3.2057 | $10.16 | $32.57 |
DisclosureSEC source: 0001672754-19-000069 · wf-form4_155658101730477.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,463.8357 Read SEC document |
| April 25, 2019 Filed May 30, 2019 20:08 UTC Amendment | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | PurchaseCOMMON STOCK, CLASS C | 3.2057 | $10.16 | $32.57 |
DisclosureSEC source: 0001645873-19-000050 · wf-form4a_155924691335935.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,727.3062 Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 21:19 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | GrantCOMMON STOCK Bonus Share | 1,230.315 | $10.16 | $12,500.00 |
DisclosureSEC source: 0001672754-19-000044 · wf-form4_155432637758537.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,460.63 Read SEC document |
| March 18, 2019 Filed Mar 20, 2019 18:12 UTC | MODIV INDUSTRIAL, INC. NONE · Entity 24009 | GrantCOMMON STOCK Bonus Share | 1,230.315 | $10.16 | $12,500.00 |
DisclosureSEC source: 0001672754-19-000014 · wf-form4_155310552987039.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,230.315 Read SEC document |
| August 14, 2018 Filed Aug 16, 2018 16:58 UTC | Braemar Hotels & Resorts Inc. BHR · Entity 6531 | GrantCommon Stock | 5,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-001274 · doc1.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,181 F1 · kind: The Reporting Person received the shares pursuant to a stock grant from the Issuer, under the Issuer's 2013 Equity Incentive Plan, in connection with the re-election of the Reporting Person to the Issuer's Board of Directors. F1 · price: The Reporting Person received the shares pursuant to a stock grant from the Issuer, under the Issuer's 2013 Equity Incentive Plan, in connection with the re-election of the Reporting Person to the Issuer's Board of Directors. Read SEC document |
| June 12, 2017 Filed Jun 13, 2017 21:17 UTC | Braemar Hotels & Resorts Inc. AHP · Entity 6531 | GrantCommon Stock | 3,200 | $0.00 | $0.00 |
DisclosureSEC source: 0000909143-17-000061 · primary_doc.xml · nonDerivative · entry 1 McWilliams Curtis B · CIK 0001313188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,481 F1 · kind: The shares were issued to the Reporting Person as an annual stock grant from the Issuer under the Issuer's 2013 Equity Incentive Plan, upon the Reporting Person's re-election to the Issuer's Board of Directors. F1 · price: The shares were issued to the Reporting Person as an annual stock grant from the Issuer under the Issuer's 2013 Equity Incentive Plan, upon the Reporting Person's re-election to the Issuer's Board of Directors. 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.