Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Guardian Pharmacy Services, Inc.GRDN · Entity 4361 | Director | May 05, 2026 | May 07, 2026 |
| SIMON PROPERTY GROUP INC.SPG · Entity 2946 | Director | September 30, 2026 | October 01, 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.
Guardian Pharmacy Services, Inc.
Report date May 05, 2026 · Filed May 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 15,071 |
Reported balance
After 2026-05-05 transaction · row 1
1 source rowRow 1 · 2026-05-05 · Grant · Acquired 4,028 · Balance 15,071 F1: Represents restricted stock units payable solely in shares of Class A common stock of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units payable solely in shares of Class A common stock of the Issuer.
SIMON PROPERTY GROUP INC.
Report date September 30, 2026 · Filed October 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,083 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Purchase · Acquired 65 · Balance 7,083 F1: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan.
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 30, 2026 Filed Oct 1, 2026 23:21 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | PurchaseCommon Stock | 65 | $202.78 | $13,180.70 |
DisclosureSEC source: 0001123485-26-000010 · form4-10012026_071058.xml · nonDerivative · entry 1 LEWIS RANDALL J · CIK 0001123485 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,083 F1 · kind: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. F1 · price: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. Read SEC document |
| June 30, 2026 Filed Jul 1, 2026 17:47 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | PurchaseCommon Stock | 4 | $223.51 | $894.04 |
DisclosureSEC source: 0001123485-26-000008 · form4-07012026_050744.xml · nonDerivative · entry 2 LEWIS RANDALL J · CIK 0001123485 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,018 Read SEC document |
| June 30, 2026 Filed Jul 1, 2026 17:47 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | PurchaseCommon Stock | 58 | $223.14 | $12,942.12 |
DisclosureSEC source: 0001123485-26-000008 · form4-07012026_050744.xml · nonDerivative · entry 1 LEWIS RANDALL J · CIK 0001123485 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,014 F1 · kind: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. F1 · price: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. Read SEC document |
| May 13, 2026 Filed May 15, 2026 14:56 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | GrantCommon Stock | 1,073 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001123485-26-000006 · form4-05152026_020535.xml · nonDerivative · entry 1 LEWIS RANDALL J · CIK 0001123485 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,956 F1 · kind: Non-cash compensation - Award of restricted stock under the Simon Property Group, L.P. 2019 Stock Incentive Plan. The restricted stock vests one year after the award. F1 · price: Non-cash compensation - Award of restricted stock under the Simon Property Group, L.P. 2019 Stock Incentive Plan. The restricted stock vests one year after the award. Read SEC document |
| May 05, 2026 Filed May 7, 2026 20:20 UTC | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | GrantClass A Common Stock | 4,028 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-212048 · ownership.xml · nonDerivative · entry 1 LEWIS RANDALL J · CIK 0001123485 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,071 F1 · shares: Represents restricted stock units payable solely in shares of Class A common stock of the Issuer. Read SEC document |
| March 31, 2026 Filed Apr 1, 2026 19:49 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | PurchaseCommon Stock | 56 | $183.80 | $10,292.80 |
DisclosureSEC source: 0001123485-26-000004 · form4-04012026_070445.xml · nonDerivative · entry 1 LEWIS RANDALL J · CIK 0001123485 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,883 F1 · kind: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. F1 · price: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 19:32 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | PurchaseCommon Stock | 54 | $186.00 | $10,044.00 |
DisclosureSEC source: 0001123485-26-000002 · form4-01052026_070103.xml · nonDerivative · entry 1 LEWIS RANDALL J · CIK 0001123485 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,827 F1 · kind: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. F1 · price: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 20:55 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | PurchaseCommon Stock | 545 | $183.96 | $100,258.20 |
DisclosureSEC source: 0001123485-25-000010 · form4-12162025_081230.xml · nonDerivative · entry 1 LEWIS RANDALL J · CIK 0001123485 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,773 Read SEC document |
| November 18, 2025 Filed Nov 18, 2025 20:55 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | PurchaseCommon Stock | 588 | $180.80 | $106,310.40 |
DisclosureSEC source: 0001123485-25-000008 · form4-11182025_081111.xml · nonDerivative · entry 1 LEWIS RANDALL J · CIK 0001123485 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,228 Read SEC document |
| September 30, 2025 Filed Oct 1, 2025 20:56 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | PurchaseCommon Stock | 53 | $185.95 | $9,855.35 |
DisclosureSEC source: 0001123485-25-000006 · form4-10012025_081019.xml · nonDerivative · entry 1 LEWIS RANDALL J · CIK 0001123485 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,640 F1 · kind: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. F1 · price: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. Read SEC document |
| June 30, 2025 Filed Jul 1, 2025 20:19 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | PurchaseCommon Stock | 59 | $159.29 | $9,398.11 |
DisclosureSEC source: 0001415889-25-018697 · form4-07012025_080744.xml · nonDerivative · entry 1 LEWIS RANDALL J · CIK 0001123485 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,587 F1 · kind: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. F1 · price: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. Read SEC document |
| May 14, 2025 Filed May 16, 2025 15:18 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | GrantCommon Stock | 1,161 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-013322 · form4-05162025_030534.xml · nonDerivative · entry 1 LEWIS RANDALL J · CIK 0001123485 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,528 F1 · kind: Non-cash compensation - Award of restricted stock under the Simon Property Group, L.P. 2019 Stock Incentive Plan. The restricted stock vests one year after the award. F1 · price: Non-cash compensation - Award of restricted stock under the Simon Property Group, L.P. 2019 Stock Incentive Plan. The restricted stock vests one year after the award. Read SEC document |
| May 09, 2025 Filed May 12, 2025 21:36 UTC | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | GrantClass A Common Stock | 3,901 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-069500 · ownership.xml · nonDerivative · entry 1 LEWIS RANDALL J · CIK 0001123485 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,043 F1 · shares: Represents restricted stock units payable solely in shares of Class A common stock of the Issuer. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 15:04 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | PurchaseCommon Stock | 42 | $164.80 | $6,921.60 |
DisclosureSEC source: 0001415889-25-009570 · form4-04022025_030403.xml · nonDerivative · entry 1 LEWIS RANDALL J · CIK 0001123485 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,367 F1 · kind: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. F1 · price: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. Read SEC document |
| December 30, 2024 Filed Jan 2, 2025 18:02 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | PurchaseCommon Stock | 40 | $168.59 | $6,743.60 |
DisclosureSEC source: 0001415889-25-000043 · form4-01022025_060159.xml · nonDerivative · entry 1 LEWIS RANDALL J · CIK 0001123485 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,325 F1 · kind: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. F1 · price: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. Read SEC document |
| September 30, 2024 Filed Oct 1, 2024 18:30 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | PurchaseCommon Stock | 39 | $167.30 | $6,524.70 |
DisclosureSEC source: 0001415889-24-024160 · form4-10012024_061030.xml · nonDerivative · entry 1 LEWIS RANDALL J · CIK 0001123485 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,285 F1 · kind: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. F1 · price: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. Read SEC document |
| September 27, 2024 Filed Oct 1, 2024 21:43 UTC | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | GrantClass A Common Stock | 3,571 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-110981 · ownership.xml · nonDerivative · entry 2 LEWIS RANDALL J · CIK 0001123485 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,142 F2 · shares: Represents restricted stock units payable solely in shares of Class A common stock of the Issuer. Read SEC document |
| September 27, 2024 Filed Oct 1, 2024 21:43 UTC | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | PurchaseClass A Common Stock | 3,571 | $14.00 | $49,994.00 |
DisclosureSEC source: 0000950170-24-110981 · ownership.xml · nonDerivative · entry 1 LEWIS RANDALL J · CIK 0001123485 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,571 F1 · shares: Represents shares purchased pursuant to a directed share purchase program in connection with the Issuer's initial public offering. Read SEC document |
| June 28, 2024 Filed Jul 2, 2024 14:44 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | PurchaseCommon Stock | 42 | $150.17 | $6,307.14 |
DisclosureSEC source: 0001415889-24-018762 · form4-07022024_020732.xml · nonDerivative · entry 1 LEWIS RANDALL J · CIK 0001123485 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,246 F1 · kind: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. F1 · price: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. Read SEC document |
| May 08, 2024 Filed May 9, 2024 18:08 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | GrantCommon Stock | 1,277 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-012696 · form4-05092024_060538.xml · nonDerivative · entry 1 LEWIS RANDALL J · CIK 0001123485 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,204 F1 · kind: Non-cash compensation - Award of restricted stock under the Simon Property Group, L.P. 2019 Stock Incentive Plan. The restricted stock vests one year after the award. F1 · price: Non-cash compensation - Award of restricted stock under the Simon Property Group, L.P. 2019 Stock Incentive Plan. The restricted stock vests one year after the award. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 19:58 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | PurchaseCommon Stock | 24 | $154.19 | $3,700.56 |
DisclosureSEC source: 0001415889-24-009735 · form4-04022024_070432.xml · nonDerivative · entry 1 LEWIS RANDALL J · CIK 0001123485 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,927 F1 · kind: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. F1 · price: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. Read SEC document |
| December 29, 2023 Filed Jan 2, 2024 21:34 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | PurchaseCommon Stock | 24 | $143.85 | $3,452.40 |
DisclosureSEC source: 0001415889-24-000041 · form4-01022024_090108.xml · nonDerivative · entry 1 LEWIS RANDALL J · CIK 0001123485 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,903 F1 · kind: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. F1 · price: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. Read SEC document |
| September 29, 2023 Filed Oct 3, 2023 16:57 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | PurchaseCommon Stock | 31 | $110.04 | $3,411.24 |
DisclosureSEC source: 0001415889-23-013838 · form4-10032023_041050.xml · nonDerivative · entry 1 LEWIS RANDALL J · CIK 0001123485 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,879 F1 · kind: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. F1 · price: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 17:29 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | PurchaseCommon Stock | 28 | $116.16 | $3,252.48 |
DisclosureSEC source: 0001415889-23-010672 · form4-07052023_050759.xml · nonDerivative · entry 1 LEWIS RANDALL J · CIK 0001123485 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,848 F1 · kind: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. F1 · price: Represents shares of common stock acquired through the reinvestment of dividends received on restricted stock awarded to the Reporting Person as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan. Read SEC document |
| May 04, 2023 Filed May 5, 2023 19:06 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | GrantCommon Stock | 1,655 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-23-007420 · form4-05052023_070555.xml · nonDerivative · entry 1 LEWIS RANDALL J · CIK 0001123485 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,820 F1 · kind: Non-cash compensation - Award of restricted stock under the Simon Property Group, L.P. 2019 Stock Incentive Plan. The restricted stock vests one year after the award. F1 · price: Non-cash compensation - Award of restricted stock under the Simon Property Group, L.P. 2019 Stock Incentive Plan. The restricted stock vests one year after the award. Read SEC document |
| March 28, 2023 Filed Mar 30, 2023 16:30 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | GrantCommon Stock | 165 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-23-005619 · form4-03302023_040315.xml · nonDerivative · entry 1 LEWIS RANDALL J · CIK 0001123485 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165 F1 · kind: Non-cash compensation - Award of restricted stock under the Simon Property Group, L.P. 2019 Stock Incentive Plan. The restricted stock vests on 3/28/2024. F1 · price: Non-cash compensation - Award of restricted stock under the Simon Property Group, L.P. 2019 Stock Incentive Plan. The restricted stock vests on 3/28/2024. 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.