Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OFFICE PROPERTIES INCOME TRUSTOPI · Entity 5690 | Director · 10% owner | June 17, 2026 | June 25, 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.
OFFICE PROPERTIES INCOME TRUST
Report date June 17, 2026 · Filed June 25, 2026
Jointly reported with Helix Partners Management LP, Helix Strategic Fund LP, Helix Strategic Fund II LLC
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | IndirectSee footnotes | 2,064,837 |
Reported balance
Holding disclosure · report date 2026-06-17 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,064,837 F1: This Form 3 is being filed jointly by Helix Partners Management LLP, a Delaware limited partnership ("Helix Partners"), Helix Strategic Fund LP, a Cayman Islands exempted limited partnership ("Helix Strategic Fund"), Helix Strategic Fund II LLC, a Delaware limited liability company ("Helix Strategic Fund II," and together with Helix Strategic Fund, the "Helix Funds"), and Jonathan M. Heller, a citizen of the United States of America (collectively, the "Reporting Persons"), each of whom may be deemed to have a pecuniary interest in securities reported on this Form 3 (the "Subject Securities"). The business address of Helix Partners, Helix Strategic Fund II, and Mr. Heller is 545 Madison Avenue, 8th Floor, New York, NY 10022, and the business address of Helix Strategic Fund is Walkers Corporate Limited, 190 Elgin Avenue, George Town, Grand Cayman KY1-9008, Cayman Islands. F2: These Subject Securities are held directly by Helix Strategic Fund. F4: Each of (a) Helix Partners, as the investment advisor to the Helix Funds with respect to the Subject Securities held by the Helix Funds and (b) Mr. Heller, as the Chief Executive Officer of Helix Partners, may be deemed to be the beneficial owner of the Subject Securities for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended. Each Reporting Person disclaims any beneficial ownership of the Subject Securities, except to the extent of any pecuniary interest therein. |
| Common Shares of Beneficial InterestSEC Table I · non-derivative | IndirectSee footnotes | 3,486,866 |
Reported balance
Holding disclosure · report date 2026-06-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,486,866 F1: This Form 3 is being filed jointly by Helix Partners Management LLP, a Delaware limited partnership ("Helix Partners"), Helix Strategic Fund LP, a Cayman Islands exempted limited partnership ("Helix Strategic Fund"), Helix Strategic Fund II LLC, a Delaware limited liability company ("Helix Strategic Fund II," and together with Helix Strategic Fund, the "Helix Funds"), and Jonathan M. Heller, a citizen of the United States of America (collectively, the "Reporting Persons"), each of whom may be deemed to have a pecuniary interest in securities reported on this Form 3 (the "Subject Securities"). The business address of Helix Partners, Helix Strategic Fund II, and Mr. Heller is 545 Madison Avenue, 8th Floor, New York, NY 10022, and the business address of Helix Strategic Fund is Walkers Corporate Limited, 190 Elgin Avenue, George Town, Grand Cayman KY1-9008, Cayman Islands. F3: These Subject Securities are held directly by Helix Strategic Fund II. F4: Each of (a) Helix Partners, as the investment advisor to the Helix Funds with respect to the Subject Securities held by the Helix Funds and (b) Mr. Heller, as the Chief Executive Officer of Helix Partners, may be deemed to be the beneficial owner of the Subject Securities for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended. Each Reporting Person disclaims any beneficial ownership of the Subject Securities, except to the extent of any pecuniary interest therein. |
| Warrants (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.00 · Expires 2033-06-17 | IndirectSee footnotes | Not disclosed |
Reported balance
Holding disclosure · report date 2026-06-17 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance Not disclosed F1: This Form 3 is being filed jointly by Helix Partners Management LLP, a Delaware limited partnership ("Helix Partners"), Helix Strategic Fund LP, a Cayman Islands exempted limited partnership ("Helix Strategic Fund"), Helix Strategic Fund II LLC, a Delaware limited liability company ("Helix Strategic Fund II," and together with Helix Strategic Fund, the "Helix Funds"), and Jonathan M. Heller, a citizen of the United States of America (collectively, the "Reporting Persons"), each of whom may be deemed to have a pecuniary interest in securities reported on this Form 3 (the "Subject Securities"). The business address of Helix Partners, Helix Strategic Fund II, and Mr. Heller is 545 Madison Avenue, 8th Floor, New York, NY 10022, and the business address of Helix Strategic Fund is Walkers Corporate Limited, 190 Elgin Avenue, George Town, Grand Cayman KY1-9008, Cayman Islands. F3: These Subject Securities are held directly by Helix Strategic Fund II. F4: Each of (a) Helix Partners, as the investment advisor to the Helix Funds with respect to the Subject Securities held by the Helix Funds and (b) Mr. Heller, as the Chief Executive Officer of Helix Partners, may be deemed to be the beneficial owner of the Subject Securities for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended. Each Reporting Person disclaims any beneficial ownership of the Subject Securities, except to the extent of any pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: This Form 3 is being filed jointly by Helix Partners Management LLP, a Delaware limited partnership ("Helix Partners"), Helix Strategic Fund LP, a Cayman Islands exempted limited partnership ("Helix Strategic Fund"), Helix Strategic Fund II LLC, a Delaware limited liability company ("Helix Strategic Fund II," and together with Helix Strategic Fund, the "Helix Funds"), and Jonathan M. Heller, a citizen of the United States of America (collectively, the "Reporting Persons"), each of whom may be deemed to have a pecuniary interest in securities reported on this Form 3 (the "Subject Securities"). The business address of Helix Partners, Helix Strategic Fund II, and Mr. Heller is 545 Madison Avenue, 8th Floor, New York, NY 10022, and the business address of Helix Strategic Fund is Walkers Corporate Limited, 190 Elgin Avenue, George Town, Grand Cayman KY1-9008, Cayman Islands.
F2: These Subject Securities are held directly by Helix Strategic Fund.
F3: These Subject Securities are held directly by Helix Strategic Fund II.
F4: Each of (a) Helix Partners, as the investment advisor to the Helix Funds with respect to the Subject Securities held by the Helix Funds and (b) Mr. Heller, as the Chief Executive Officer of Helix Partners, may be deemed to be the beneficial owner of the Subject Securities for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended. Each Reporting Person disclaims any beneficial ownership of the Subject Securities, except to the extent of any pecuniary interest therein.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CBL & ASSOCIATES PROPERTIES INC
Report date January 25, 2023 · Filed January 26, 2023
Section 16 reporting ended · disclosed 2023-01-26. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 47,489 |
Reported balance
After 2023-01-25 transaction · row 1
1 source rowRow 1 · 2023-01-25 · Disposition to issuer · Disposed 3,394 · Balance 47,489 F1: Upon acceptance of the Reporting Person's resignation from the Company's Board, the Board of Directors determined that 5,655 of the shares of restricted common stock held by the Reporting Person as of the effective date of his resignation would be fully vested and the remaining 3,394 shares would be forfeited. |
| Common StockSEC Table I · non-derivative | IndirectTrust | 77,500 |
Reported balance
Holding disclosure · report date 2023-01-25 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 77,500 |
Filing footnotes · ownership attribution and instrument terms
F1: Upon acceptance of the Reporting Person's resignation from the Company's Board, the Board of Directors determined that 5,655 of the shares of restricted common stock held by the Reporting Person as of the effective date of his resignation would be fully vested and the remaining 3,394 shares would be forfeited.
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 |
|---|---|---|---|---|---|---|
| January 25, 2023 Filed Jan 26, 2023 19:39 UTC | CBL & ASSOCIATES PROPERTIES INC CBL · Entity 1483 | Disposition to issuerCommon Stock | 3,394 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-002282 · form4.xml · nonDerivative · entry 1 Heller Jonathan M · CIK 0001886624 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,489 F1 · kind: Upon acceptance of the Reporting Person's resignation from the Company's Board, the Board of Directors determined that 5,655 of the shares of restricted common stock held by the Reporting Person as of the effective date of his resignation would be fully vested and the remaining 3,394 shares would be forfeited. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 16:15 UTC | CBL & ASSOCIATES PROPERTIES INC CBL · Entity 1483 | GrantCommon Stock | 9,049 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-027740 · form4.xml · nonDerivative · entry 1 Heller Jonathan M · CIK 0001886624 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,883 F1 · kind: Grant of restricted Common Stock pursuant to the 2021 Equity Incentive Plan. Read SEC document |
| October 06, 2022 Filed Oct 11, 2022 18:15 UTC | CBL & ASSOCIATES PROPERTIES INC CBL · Entity 1483 | PurchaseCommon Stock | 1,000 | $24.50 | $24,499.90 |
DisclosureSEC source: 0001127602-22-023838 · form4.xml · nonDerivative · entry 1 Heller Jonathan M · CIK 0001886624 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,834 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $24.49 to $24.50, inclusive. The Reporting Person undertakes to provide to any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information already provided to the Issuer regarding the number of shares purchased at each separate price within such range. Please submit any such request through the Issuer's Chief Legal Officer, Jeffery V. Curry. F2 · ownership.direct: 1,000 shares acquired in an account held jointly by the Reporting Person and his spouse. Read SEC document |
| May 26, 2022 Filed May 27, 2022 20:16 UTC | CBL & ASSOCIATES PROPERTIES INC CBL · Entity 1483 | PurchaseCommon Stock | 7,500 | $27.79 | $208,425.00 |
DisclosureSEC source: 0001127602-22-015855 · form4.xml · nonDerivative · entry 2 Heller Jonathan M · CIK 0001886624 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 77,500 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $27.44 to $27.82, inclusive. The Reporting Person undertakes to provide to any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information already provided to the Issuer regarding the number of shares purchased at each separate price within such range. Please submit any such request through the Issuer's Chief Legal Officer, Jeffery V. Curry. F3 · ownership.direct: These shares were purchased by a grantor trust for the benefit of the Reporting Person's children, where the Reporting Person is the grantor and the Reporting Person's spouse is the sole trustee. Read SEC document |
| May 26, 2022 Filed May 27, 2022 20:16 UTC | CBL & ASSOCIATES PROPERTIES INC CBL · Entity 1483 | PurchaseCommon Stock | 2,500 | $27.79 | $69,475.00 |
DisclosureSEC source: 0001127602-22-015855 · form4.xml · nonDerivative · entry 1 Heller Jonathan M · CIK 0001886624 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,834 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $27.44 to $27.82, inclusive. The Reporting Person undertakes to provide to any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information already provided to the Issuer regarding the number of shares purchased at each separate price within such range. Please submit any such request through the Issuer's Chief Legal Officer, Jeffery V. Curry. F2 · ownership.direct: 2,500 shares acquired in an account held jointly by the Reporting Person and his spouse. Read SEC document |
| April 20, 2022 Filed Apr 21, 2022 20:52 UTC | CBL & ASSOCIATES PROPERTIES INC CBL · Entity 1483 | PurchaseCommon Stock | 70,000 | $32.25 | $2,257,500.00 |
DisclosureSEC source: 0001127602-22-012328 · form4.xml · nonDerivative · entry 3 Heller Jonathan M · CIK 0001886624 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 70,000 F3 · ownership.direct: These shares were purchased by a grantor trust for the benefit of the Reporting Person's children, where the Reporting Person is the grantor and the Reporting Person's spouse is the sole trustee. Read SEC document |
| April 20, 2022 Filed Apr 21, 2022 20:52 UTC | CBL & ASSOCIATES PROPERTIES INC CBL · Entity 1483 | PurchaseCommon Stock | 5,000 | $32.25 | $161,250.00 |
DisclosureSEC source: 0001127602-22-012328 · form4.xml · nonDerivative · entry 2 Heller Jonathan M · CIK 0001886624 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,334 F2 · ownership.direct: These shares were purchased by the Reporting Person in a defined contribution pension plan over which the Reporting Person exercises control and is sole beneficiary. Read SEC document |
| April 20, 2022 Filed Apr 21, 2022 20:52 UTC | CBL & ASSOCIATES PROPERTIES INC CBL · Entity 1483 | PurchaseCommon Stock | 25,000 | $32.25 | $806,250.00 |
DisclosureSEC source: 0001127602-22-012328 · form4.xml · nonDerivative · entry 1 Heller Jonathan M · CIK 0001886624 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,334 F1 · ownership.direct: 25,000 shares acquired in an account held jointly by the Reporting Person and his spouse. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 21:15 UTC | CBL & ASSOCIATES PROPERTIES INC CBL · Entity 1483 | GrantCommon Stock | 8,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-151144 · tm2135806-1_4seq1.xml · nonDerivative · entry 1 Heller Jonathan M · CIK 0001886624 · Director · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,334 F1 · kind: Grant of restricted Common Stock pursuant to the 2021 Equity Incentive Plan. 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.