Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BlackRock Monticello Debt Real Estate Investment TrustNONE · Entity 32246 | Treasurer | July 01, 2026 | July 06, 2026 |
| Ladder Capital CorpLADR · Entity 4818 | Chief Financial Officer | January 21, 2021 | January 26, 2021 |
| Starwood Credit Real Estate Income TrustNONE · Entity 17971 | Chief Financial Officer | December 01, 2023 | December 05, 2023 |
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.
BlackRock Monticello Debt Real Estate Investment Trust
Report date July 01, 2026 · Filed July 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class E Common SharesSEC Table I · non-derivative | Direct | 11,282.4997 |
Reported balance
After 2026-07-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-01 · Purchase · Acquired 2,955.6184 · Balance 11,282.4997 F1: Includes Class E Common Shares acquired through the BlackRock Monticello Debt Real Estate Investment Trust distribution reinvestment plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes Class E Common Shares acquired through the BlackRock Monticello Debt Real Estate Investment Trust distribution reinvestment plan.
Ladder Capital Corp
Report date January 21, 2021 · Filed January 26, 2021 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 359,403 |
Last balance in matching sequence
After 2021-01-25 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2021-01-21 · Sale · Disposed 2,922 · Balance 406,481 F1: The sale reported in this row was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 2, 2020. Row 2 · 2021-01-25 · Sale · Disposed 47,078 · Balance 359,403 F1: The sale reported in this row was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 2, 2020. F2: This report amends the original filing to reflect that the price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.50 to $10.51, inclusive. The reporting person undertakes to provide to Ladder Capital Corp, any security holder of Ladder Capital Corp, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported in this row was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 2, 2020.
F2: This report amends the original filing to reflect that the price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.50 to $10.51, inclusive. The reporting person undertakes to provide to Ladder Capital Corp, any security holder of Ladder Capital Corp, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
Starwood Credit Real Estate Income Trust
Report date December 01, 2023 · Filed December 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class E Common SharesSEC Table I · non-derivative | Direct | 15,000 |
Reported balance
After 2023-12-01 transaction · row 1
1 source rowRow 1 · 2023-12-01 · Purchase · Acquired 15,000 · Balance 15,000 |
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 01, 2026 Filed Jul 6, 2026 20:34 UTC | BlackRock Monticello Debt Real Estate Investment Trust NONE · Entity 32246 | PurchaseClass E Common Shares | 2,955.6184 | $25.38 | $75,000.00 |
DisclosureSEC source: 0001193125-26-296270 · ownership.xml · nonDerivative · entry 1 Fox Marc · CIK 0001473249 · Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,282.4997 F1 · balance_after: Includes Class E Common Shares acquired through the BlackRock Monticello Debt Real Estate Investment Trust distribution reinvestment plan. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 21:20 UTC | BlackRock Monticello Debt Real Estate Investment Trust NONE · Entity 32246 | PurchaseClass E Common Shares | 3,980.5748 | $25.12 | $100,000.00 |
DisclosureSEC source: 0001193125-26-004500 · ownership.xml · nonDerivative · entry 1 Fox Marc · CIK 0001473249 · Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,969.5652 Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 21:19 UTC | BlackRock Monticello Debt Real Estate Investment Trust NONE · Entity 32246 | PurchaseClass E Common Shares | 3,988.9904 | $25.07 | $100,000.00 |
DisclosureSEC source: 0001193125-25-306751 · ownership.xml · nonDerivative · entry 1 Fox Marc · CIK 0001473249 · Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,988.9904 Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 11:15 UTC | Starwood Credit Real Estate Income Trust NONE · Entity 17971 | PurchaseClass E Common Shares | 15,000 | $20.00 | $300,000.00 |
DisclosureSEC source: 0000950170-23-067924 · ownership.xml · nonDerivative · entry 1 Fox Marc · CIK 0001473249 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Read SEC document |
| January 25, 2021 Filed Jan 26, 2021 02:48 UTC Amendment | Ladder Capital Corp LADR · Entity 4818 | SaleClass A Common Stock | 47,078 | $10.50 | $494,319.00 |
DisclosureSEC source: 0001104659-21-007342 · a4a.xml · nonDerivative · entry 2 Fox Marc · CIK 0001473249 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359,403 F1 · kind: The sale reported in this row was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 2, 2020. F2 · price: This report amends the original filing to reflect that the price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.50 to $10.51, inclusive. The reporting person undertakes to provide to Ladder Capital Corp, any security holder of Ladder Capital Corp, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 25, 2021 Filed Jan 25, 2021 22:53 UTC | Ladder Capital Corp LADR · Entity 4818 | SaleClass A Common Stock | 47,078 | $10.50 | $494,319.00 |
DisclosureSEC source: 0001104659-21-007289 · a4.xml · nonDerivative · entry 2 Fox Marc · CIK 0001473249 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359,403 F1 · kind: The sale reported in this row was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 2, 2020. Read SEC document |
| January 21, 2021 Filed Jan 26, 2021 02:48 UTC Amendment | Ladder Capital Corp LADR · Entity 4818 | SaleClass A Common Stock | 2,922 | $10.50 | $30,681.00 |
DisclosureSEC source: 0001104659-21-007342 · a4a.xml · nonDerivative · entry 1 Fox Marc · CIK 0001473249 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 406,481 F1 · kind: The sale reported in this row was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 2, 2020. Read SEC document |
| January 21, 2021 Filed Jan 25, 2021 22:53 UTC | Ladder Capital Corp LADR · Entity 4818 | SaleClass A Common Stock | 2,922 | $10.50 | $30,681.00 |
DisclosureSEC source: 0001104659-21-007289 · a4.xml · nonDerivative · entry 1 Fox Marc · CIK 0001473249 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 406,481 F1 · kind: The sale reported in this row was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 2, 2020. Read SEC document |
| January 15, 2021 Filed Jan 15, 2021 22:01 UTC | Ladder Capital Corp LADR · Entity 4818 | Tax withholdingClass A Common Stock | 14,125 | $9.78 | $138,142.50 |
DisclosureSEC source: 0001104659-21-004798 · a4.xml · nonDerivative · entry 1 Fox Marc · CIK 0001473249 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 409,403 Read SEC document |
| December 21, 2020 Filed Dec 22, 2020 01:43 UTC | Ladder Capital Corp LADR · Entity 4818 | Tax withholdingClass A Common Stock | 31,763 | $9.93 | $315,406.59 |
DisclosureSEC source: 0001104659-20-138207 · a4.xml · nonDerivative · entry 2 Fox Marc · CIK 0001473249 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 423,528 Read SEC document |
| December 17, 2020 Filed Dec 22, 2020 01:43 UTC | Ladder Capital Corp LADR · Entity 4818 | GrantClass A Common Stock | 97,536 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-138207 · a4.xml · nonDerivative · entry 1 Fox Marc · CIK 0001473249 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 455,291 Read SEC document |
| June 25, 2020 Filed Jun 26, 2020 20:31 UTC | Ladder Capital Corp LADR · Entity 4818 | ConversionUnits and Class B Common Stock · Derivative | 161,670 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-20-077487 · a4.xml · derivative · entry 2 Fox Marc · CIK 0001473249 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 161,670 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The reporting person converted 161,670 shares of Class B Common Stock and an equal number of Ladder Capital Finance Holdings LLLP ("LCFH") units into 161,670 shares of Class A Common Stock. F2 · derivative.exercise_price: Holders of LCFH units and Class B Common Stock may from time to time exchange such units paired with an equal number of shares of Class B Common Stock for shares of Class A Common Stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications. The units and Class B Common Stock together are convertible at the holder's election at any time, and the conversion right has no expiration date. F1 · price: The reporting person converted 161,670 shares of Class B Common Stock and an equal number of Ladder Capital Finance Holdings LLLP ("LCFH") units into 161,670 shares of Class A Common Stock. F2 · price: Holders of LCFH units and Class B Common Stock may from time to time exchange such units paired with an equal number of shares of Class B Common Stock for shares of Class A Common Stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications. The units and Class B Common Stock together are convertible at the holder's election at any time, and the conversion right has no expiration date. F1 · derivative.exercise_date: The reporting person converted 161,670 shares of Class B Common Stock and an equal number of Ladder Capital Finance Holdings LLLP ("LCFH") units into 161,670 shares of Class A Common Stock. F2 · derivative.exercise_date: Holders of LCFH units and Class B Common Stock may from time to time exchange such units paired with an equal number of shares of Class B Common Stock for shares of Class A Common Stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications. The units and Class B Common Stock together are convertible at the holder's election at any time, and the conversion right has no expiration date. F1 · derivative.expiration_date: The reporting person converted 161,670 shares of Class B Common Stock and an equal number of Ladder Capital Finance Holdings LLLP ("LCFH") units into 161,670 shares of Class A Common Stock. F2 · derivative.expiration_date: Holders of LCFH units and Class B Common Stock may from time to time exchange such units paired with an equal number of shares of Class B Common Stock for shares of Class A Common Stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications. The units and Class B Common Stock together are convertible at the holder's election at any time, and the conversion right has no expiration date. Read SEC document |
| June 25, 2020 Filed Jun 26, 2020 20:31 UTC | Ladder Capital Corp LADR · Entity 4818 | ConversionClass A Common Stock | 161,670 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-20-077487 · a4.xml · nonDerivative · entry 1 Fox Marc · CIK 0001473249 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 357,755 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The reporting person converted 161,670 shares of Class B Common Stock and an equal number of Ladder Capital Finance Holdings LLLP ("LCFH") units into 161,670 shares of Class A Common Stock. F2 · price: Holders of LCFH units and Class B Common Stock may from time to time exchange such units paired with an equal number of shares of Class B Common Stock for shares of Class A Common Stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications. The units and Class B Common Stock together are convertible at the holder's election at any time, and the conversion right has no expiration date. Read SEC document |
| February 25, 2020 Filed Feb 26, 2020 21:15 UTC | Ladder Capital Corp LADR · Entity 4818 | Tax withholdingClass A Common Stock | 11,772 | $18.72 | $220,371.84 |
DisclosureSEC source: 0001104659-20-025390 · a4.xml · nonDerivative · entry 1 Fox Marc · CIK 0001473249 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,085 F1 · shares: These shares were withheld by Ladder Capital Corp to satisfy the Reporting Person's tax withholding obligations. Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 22:51 UTC | Ladder Capital Corp LADR · Entity 4818 | Tax withholdingClass A Common Stock | 13,119 | $18.63 | $244,406.97 |
DisclosureSEC source: 0001104659-20-023490 · a4.xml · nonDerivative · entry 2 Fox Marc · CIK 0001473249 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,857 F1 · shares: These shares were withheld by Ladder Capital Corp to satisfy the Reporting Person's tax withholding obligations. Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 22:51 UTC | Ladder Capital Corp LADR · Entity 4818 | GrantClass A Common Stock | 48,077 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-023490 · a4.xml · nonDerivative · entry 1 Fox Marc · CIK 0001473249 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,976 Read SEC document |
| March 07, 2019 Filed Mar 12, 2019 00:21 UTC | Ladder Capital Corp LADR · Entity 4818 | Tax withholdingClass A Common Stock | 13,945 | $17.56 | $244,874.20 |
DisclosureSEC source: 0001104659-19-013951 · a4.xml · nonDerivative · entry 3 Fox Marc · CIK 0001473249 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,899 F1 · shares: These shares were withheld by Ladder Capital Corp to satisfy the Reporting Person's tax withholding obligations. Read SEC document |
| March 07, 2019 Filed Mar 12, 2019 00:21 UTC | Ladder Capital Corp LADR · Entity 4818 | Tax withholdingClass A Common Stock | 25,678 | $17.68 | $453,987.04 |
DisclosureSEC source: 0001104659-19-013951 · a4.xml · nonDerivative · entry 2 Fox Marc · CIK 0001473249 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,844 F1 · shares: These shares were withheld by Ladder Capital Corp to satisfy the Reporting Person's tax withholding obligations. Read SEC document |
| March 07, 2019 Filed Mar 12, 2019 00:21 UTC | Ladder Capital Corp LADR · Entity 4818 | Tax withholdingClass A Common Stock | 12,245 | $17.50 | $214,287.50 |
DisclosureSEC source: 0001104659-19-013951 · a4.xml · nonDerivative · entry 1 Fox Marc · CIK 0001473249 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,522 F1 · shares: These shares were withheld by Ladder Capital Corp to satisfy the Reporting Person's tax withholding obligations. F2 · balance_after: On November 1, 2018, Ladder Capital Corp declared a dividend payable in a combination of cash and Class A Common Stock to all holders of record of its Class A Common Stock on December 10, 2018. Total includes shares of Class A Common Stock received as a result of this dividend payment. Read SEC document |
| February 18, 2019 Filed Feb 20, 2019 23:33 UTC | Ladder Capital Corp LADR · Entity 4818 | GrantClass A Common Stock | 56,948 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-009612 · a4.xml · nonDerivative · entry 1 Fox Marc · CIK 0001473249 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,694 F1 · balance_after: On November 1, 2018, Ladder Capital Corp ("Ladder") declared a dividend payable in a combination of cash and Class A Common Stock to all holders of record of Ladder's Class A Common Stock on December 10, 2018. Total includes shares of Class A Common Stock received as a result of this dividend payment. Read SEC document |
| February 18, 2018 Filed Feb 20, 2018 22:43 UTC | Ladder Capital Corp LADR · Entity 4818 | Tax withholdingClass A Common Stock | 23 | $14.78 | $339.94 |
DisclosureSEC source: 0001104659-18-010826 · a4.xml · nonDerivative · entry 1 Fox Marc · CIK 0001473249 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,285 Read SEC document |
| December 21, 2017 Filed Dec 26, 2017 21:31 UTC | Ladder Capital Corp LADR · Entity 4818 | Tax withholdingClass A Common Stock | 22,067 | $13.43 | $296,359.81 |
DisclosureSEC source: 0001104659-17-075050 · a4.xml · nonDerivative · entry 2 Fox Marc · CIK 0001473249 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,308 Read SEC document |
| December 21, 2017 Filed Dec 26, 2017 21:31 UTC | Ladder Capital Corp LADR · Entity 4818 | GrantClass A Common Stock | 59,568 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-075050 · a4.xml · nonDerivative · entry 1 Fox Marc · CIK 0001473249 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,375 Read SEC document |
| February 18, 2017 Filed Feb 22, 2017 23:31 UTC | Ladder Capital Corp LADR · Entity 4818 | Tax withholdingClass A Common Stock | 90 | $13.85 | $1,246.50 |
DisclosureSEC source: 0001104659-17-010910 · a4.xml · nonDerivative · entry 4 Fox Marc · CIK 0001473249 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,807 Read SEC document |
| February 18, 2017 Filed Feb 22, 2017 23:31 UTC | Ladder Capital Corp LADR · Entity 4818 | GrantClass A Common Stock | 201 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-010910 · a4.xml · nonDerivative · entry 3 Fox Marc · CIK 0001473249 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,897 Read SEC document |
| February 18, 2017 Filed Feb 22, 2017 23:31 UTC | Ladder Capital Corp LADR · Entity 4818 | GrantClass A Common Stock | 43,321 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-010910 · a4.xml · nonDerivative · entry 2 Fox Marc · CIK 0001473249 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,696 Read SEC document |
| February 18, 2017 Filed Feb 22, 2017 23:31 UTC | Ladder Capital Corp LADR · Entity 4818 | Tax withholdingClass A Common Stock | 15,223 | $13.85 | $210,838.55 |
DisclosureSEC source: 0001104659-17-010910 · a4.xml · nonDerivative · entry 1 Fox Marc · CIK 0001473249 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,375 Read SEC document |
| January 25, 2017 Filed Feb 14, 2017 23:34 UTC | Ladder Capital Corp LADR · Entity 4818 | Tax withholdingClass A Common Stock | 11,177 | $13.90 | $155,360.30 |
DisclosureSEC source: 0001104659-17-009416 · a4.xml · nonDerivative · entry 1 Fox Marc · CIK 0001473249 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,598 F1 · balance_after: On December 2, 2016, Ladder Capital Corp ("Ladder") declared a dividend payable in a combination of cash and Class A Common Stock to all holders of record of Ladder's Class A Common Stock on December 27, 2016. The Reporting Person received 963 shares of Class A Common Stock on January 24, 2017 as a result of this dividend payment. 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.