Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AH Realty Trust, Inc.AHRT · Entity 5324 | Director | September 15, 2026 | September 16, 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.
AH Realty Trust, Inc.
Report date September 15, 2026 · Filed September 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 44,616 |
Reported balance
After 2026-09-15 transaction · row 1
1 source rowRow 1 · 2026-09-15 · Grant · Acquired 941 · Balance 44,616 F1: These shares were issued to the director in lieu of a portion of his cash retainer. |
| Time-Based LTIP UnitsSEC Table II · derivative / convertible security | Direct | 19,633 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 19,633 F2: Represents Time-Based LTIP Units ("Time-Based LTIP Units") in AH Realty Trust, LP (the "Operating Partnership"), the operating partnership of AH Realty Trust, Inc. (the "Company"), and of which the Company is the general partner. Under the agreement of limited partnership of the Operating Partnership (the "OP Agreement") and subject to conditions set forth in the OP Agreement, following the date on which the Time-Based LTIP Units vest, Time-Based LTIP Units are convertible into common units of limited partnership interest in the Operating Partnership ("Common Units"), at the holder's option. Under the award agreement pursuant to which the Time-Based LTIP Units were granted to the reporting person, except in connection with a Change of Control (as defined in the OP Agreement), the Time-Based LTIP Units may not be converted to Common Units until two years following the date of grant. Time-Based LTIP Units have no expiration date. F3: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Common Units have no expiration date. |
| Common UnitsSEC Table II · derivative / convertible security | Direct | 9,626 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 9,626 F3: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Common Units have no expiration date. F4: Represents Common Units. All Common Units reflected in this report may be tendered for redemption by the holder. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were issued to the director in lieu of a portion of his cash retainer.
F2: Represents Time-Based LTIP Units ("Time-Based LTIP Units") in AH Realty Trust, LP (the "Operating Partnership"), the operating partnership of AH Realty Trust, Inc. (the "Company"), and of which the Company is the general partner. Under the agreement of limited partnership of the Operating Partnership (the "OP Agreement") and subject to conditions set forth in the OP Agreement, following the date on which the Time-Based LTIP Units vest, Time-Based LTIP Units are convertible into common units of limited partnership interest in the Operating Partnership ("Common Units"), at the holder's option. Under the award agreement pursuant to which the Time-Based LTIP Units were granted to the reporting person, except in connection with a Change of Control (as defined in the OP Agreement), the Time-Based LTIP Units may not be converted to Common Units until two years following the date of grant. Time-Based LTIP Units have no expiration date.
F3: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Common Units have no expiration date.
F4: Represents Common Units. All Common Units reflected in this report may be tendered for redemption by the holder.
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 |
|---|---|---|---|---|---|---|
| September 25, 2017 Filed Sep 27, 2017 21:14 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantCommon Stock | 229 | $13.60 | $3,114.40 |
DisclosureSEC source: 0000925421-17-000369 · edgar.xml · nonDerivative · entry 1 Carroll James A · CIK 0001575997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,466 F1 · shares: These shares were issued to the director in lieu of a portion of his cash retainer. Read SEC document |
| June 26, 2017 Filed Jun 26, 2017 21:16 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantCommon Stock | 228 | $13.68 | $3,119.04 |
DisclosureSEC source: 0000925421-17-000289 · edgar.xml · nonDerivative · entry 1 Carroll James A · CIK 0001575997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,237 F1 · shares: These shares were issued to the director in lieu of a portion of his cash retainer. Read SEC document |
| June 14, 2017 Filed Jun 16, 2017 20:37 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantCommon Stock | 1,835 | $0.00 | $0.00 |
DisclosureSEC source: 0000925421-17-000272 · edgar.xml · nonDerivative · entry 1 Carroll James A · CIK 0001575997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,009 Read SEC document |
| March 24, 2017 Filed Mar 28, 2017 23:42 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantCommon Stock | 227 | $13.76 | $3,123.52 |
DisclosureSEC source: 0000925421-17-000159 · edgar.xml · nonDerivative · entry 1 Carroll James A · CIK 0001575997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,174 F1 · shares: These shares were issued to the director in lieu of a portion of his cash retainer. Read SEC document |
| December 23, 2016 Filed Feb 14, 2017 21:12 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantCommon Stock | 217 | $14.40 | $3,124.80 |
DisclosureSEC source: 0000925421-17-000093 · edgar.xml · nonDerivative · entry 1 Carroll James A · CIK 0001575997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,947 F1 · shares: These shares were issued to the director in lieu of a portion of his cash retainer. F2 · balance_after: Includes 100 shares of common stock of the issuer that were inadvertently omitted from the Form 4s previously filed by the reporting person. Read SEC document |
| September 26, 2016 Filed Sep 29, 2016 00:06 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantCommon Stock | 233 | $13.71 | $3,194.43 |
DisclosureSEC source: 0000925421-16-000173 · edgar.xml · nonDerivative · entry 1 Carroll James A · CIK 0001575997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,630 F1 · price: These shares were issued to the director in lieu of a portion of his cash retainer. 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.