Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADAMAS TRUST, INC.ADAM · Entity 5063 | Director | June 19, 2026 | June 23, 2026 |
| GENERATION INCOME PROPERTIES, INC.GIPR · Entity 8614 | Director | March 31, 2025 | April 14, 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.
ADAMAS TRUST, INC.
Report date June 19, 2026 · Filed June 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 51,378 |
Reported balance
After 2026-06-19 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-19 · Grant · Acquired 14,238 · Balance 51,378 F1: Represents an award of deferred stock units ("DSUs") granted to the Reporting Person pursuant to the Adamas Trust, Inc. 2017 Equity Incentive Plan, as amended from time to time (the "Plan"), that may be settled only for shares of common stock on a one-for-one basis. The DSUs will vest on the day immediately preceding the date of the Issuer's annual meeting of stockholders that occurs in the calendar year immediately following the calendar year in which the date of grant occurs, so long as the Reporting Person continuously provides services to the Issuer through such vesting date. Pursuant to the Reporting Person's election under the award agreement, settlement of the vested DSUs has been deferred until the date of a Change in Control (as defined in the Plan). |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of deferred stock units ("DSUs") granted to the Reporting Person pursuant to the Adamas Trust, Inc. 2017 Equity Incentive Plan, as amended from time to time (the "Plan"), that may be settled only for shares of common stock on a one-for-one basis. The DSUs will vest on the day immediately preceding the date of the Issuer's annual meeting of stockholders that occurs in the calendar year immediately following the calendar year in which the date of grant occurs, so long as the Reporting Person continuously provides services to the Issuer through such vesting date. Pursuant to the Reporting Person's election under the award agreement, settlement of the vested DSUs has been deferred until the date of a Change in Control (as defined in the Plan).
GENERATION INCOME PROPERTIES, INC.
Report date March 31, 2025 · Filed April 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 59,451 |
Reported balance
After 2025-03-31 transaction · row 1
1 source rowRow 1 · 2025-03-31 · Grant · Acquired 31,250 · Balance 59,451 F1: Represents grant of restricted stock units under the Generation Income Properties, Inc. 2020 Omnibus Incentive Plan that will vest on March 31, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents grant of restricted stock units under the Generation Income Properties, Inc. 2020 Omnibus Incentive Plan that will vest on March 31, 2026.
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 |
|---|---|---|---|---|---|---|
| June 19, 2026 Filed Jun 23, 2026 15:35 UTC | ADAMAS TRUST, INC. ADAM · Entity 5063 | GrantDeferred Stock Units · Derivative | 14,238 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001273685-26-000058 · wk-form4_1782228928.xml · derivative · entry 1 Cheng Gena · CIK 0001890687 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,378 Underlying: Common Stock, par value $0.01 per share · 14,238 shares Expires not disclosed F1 · derivative.exercise_price: Represents an award of deferred stock units ("DSUs") granted to the Reporting Person pursuant to the Adamas Trust, Inc. 2017 Equity Incentive Plan, as amended from time to time (the "Plan"), that may be settled only for shares of common stock on a one-for-one basis. The DSUs will vest on the day immediately preceding the date of the Issuer's annual meeting of stockholders that occurs in the calendar year immediately following the calendar year in which the date of grant occurs, so long as the Reporting Person continuously provides services to the Issuer through such vesting date. Pursuant to the Reporting Person's election under the award agreement, settlement of the vested DSUs has been deferred until the date of a Change in Control (as defined in the Plan). F1 · derivative.exercise_date: Represents an award of deferred stock units ("DSUs") granted to the Reporting Person pursuant to the Adamas Trust, Inc. 2017 Equity Incentive Plan, as amended from time to time (the "Plan"), that may be settled only for shares of common stock on a one-for-one basis. The DSUs will vest on the day immediately preceding the date of the Issuer's annual meeting of stockholders that occurs in the calendar year immediately following the calendar year in which the date of grant occurs, so long as the Reporting Person continuously provides services to the Issuer through such vesting date. Pursuant to the Reporting Person's election under the award agreement, settlement of the vested DSUs has been deferred until the date of a Change in Control (as defined in the Plan). F1 · derivative.expiration_date: Represents an award of deferred stock units ("DSUs") granted to the Reporting Person pursuant to the Adamas Trust, Inc. 2017 Equity Incentive Plan, as amended from time to time (the "Plan"), that may be settled only for shares of common stock on a one-for-one basis. The DSUs will vest on the day immediately preceding the date of the Issuer's annual meeting of stockholders that occurs in the calendar year immediately following the calendar year in which the date of grant occurs, so long as the Reporting Person continuously provides services to the Issuer through such vesting date. Pursuant to the Reporting Person's election under the award agreement, settlement of the vested DSUs has been deferred until the date of a Change in Control (as defined in the Plan). Read SEC document |
| June 12, 2025 Filed Jun 13, 2025 20:03 UTC | ADAMAS TRUST, INC. NYMT · Entity 5063 | GrantDeferred Stock Units · Derivative | 18,678 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001273685-25-000060 · wk-form4_1749845005.xml · derivative · entry 1 Cheng Gena · CIK 0001890687 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,140 Underlying: Common Stock, par value $0.01 per share · 18,678 shares Expires not disclosed F1 · derivative.exercise_price: Represents an award of deferred stock units ("DSUs") granted to the Reporting Person pursuant to the New York Mortgage Trust, Inc. 2017 Equity Incentive Plan, as amended from time to time, that may be settled only for shares of common stock on a one-for-one basis. The DSUs will vest on the day immediately preceding the date of the Issuer's annual meeting of stockholders that occurs in the calendar year immediately following the calendar year in which the date of grant occurs, so long as the Reporting Person continuously provides services to the Issuer through such vesting date. Pursuant to the Reporting Person's election under the award agreement, settlement of the vested DSUs has been deferred until the date that is the third anniversary of the date of grant. F1 · derivative.exercise_date: Represents an award of deferred stock units ("DSUs") granted to the Reporting Person pursuant to the New York Mortgage Trust, Inc. 2017 Equity Incentive Plan, as amended from time to time, that may be settled only for shares of common stock on a one-for-one basis. The DSUs will vest on the day immediately preceding the date of the Issuer's annual meeting of stockholders that occurs in the calendar year immediately following the calendar year in which the date of grant occurs, so long as the Reporting Person continuously provides services to the Issuer through such vesting date. Pursuant to the Reporting Person's election under the award agreement, settlement of the vested DSUs has been deferred until the date that is the third anniversary of the date of grant. F1 · derivative.expiration_date: Represents an award of deferred stock units ("DSUs") granted to the Reporting Person pursuant to the New York Mortgage Trust, Inc. 2017 Equity Incentive Plan, as amended from time to time, that may be settled only for shares of common stock on a one-for-one basis. The DSUs will vest on the day immediately preceding the date of the Issuer's annual meeting of stockholders that occurs in the calendar year immediately following the calendar year in which the date of grant occurs, so long as the Reporting Person continuously provides services to the Issuer through such vesting date. Pursuant to the Reporting Person's election under the award agreement, settlement of the vested DSUs has been deferred until the date that is the third anniversary of the date of grant. Read SEC document |
| March 31, 2025 Filed Apr 14, 2026 00:20 UTC | GENERATION INCOME PROPERTIES, INC. GIPR · Entity 8614 | GrantCommon Stock | 31,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-26-000890 · form4.xml · nonDerivative · entry 1 Cheng Gena · CIK 0001890687 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,451 F1 · shares: Represents grant of restricted stock units under the Generation Income Properties, Inc. 2020 Omnibus Incentive Plan that will vest on March 31, 2026. Read SEC document |
| August 22, 2024 Filed Aug 26, 2024 19:21 UTC | ADAMAS TRUST, INC. NYMT · Entity 5063 | GrantDeferred Stock Units · Derivative | 18,462 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001273685-24-000075 · wk-form4_1724700071.xml · derivative · entry 1 Cheng Gena · CIK 0001890687 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,462 Underlying: Common Stock, par value $0.01 per share · 18,462 shares Expires not disclosed F1 · derivative.exercise_price: Represents an award of deferred stock units ("DSUs") granted to the Reporting Person pursuant to the New York Mortgage Trust, Inc. 2017 Equity Incentive Plan, as amended from time to time (the "Plan") that may be settled only for shares of common stock on a one-for-one basis. The DSUs will vest on the day immediately preceding the date of the Issuer's annual meeting of stockholders that occurs in the calendar year immediately following the calendar year in which the date of grant occurs, so long as the Reporting Person continuously provides services to the Issuer through such vesting date. Pursuant to the Reporting Person's election under the award agreement, settlement of the vested DSUs has been deferred until the date that is the third anniversary of the date of grant. F1 · derivative.exercise_date: Represents an award of deferred stock units ("DSUs") granted to the Reporting Person pursuant to the New York Mortgage Trust, Inc. 2017 Equity Incentive Plan, as amended from time to time (the "Plan") that may be settled only for shares of common stock on a one-for-one basis. The DSUs will vest on the day immediately preceding the date of the Issuer's annual meeting of stockholders that occurs in the calendar year immediately following the calendar year in which the date of grant occurs, so long as the Reporting Person continuously provides services to the Issuer through such vesting date. Pursuant to the Reporting Person's election under the award agreement, settlement of the vested DSUs has been deferred until the date that is the third anniversary of the date of grant. F1 · derivative.expiration_date: Represents an award of deferred stock units ("DSUs") granted to the Reporting Person pursuant to the New York Mortgage Trust, Inc. 2017 Equity Incentive Plan, as amended from time to time (the "Plan") that may be settled only for shares of common stock on a one-for-one basis. The DSUs will vest on the day immediately preceding the date of the Issuer's annual meeting of stockholders that occurs in the calendar year immediately following the calendar year in which the date of grant occurs, so long as the Reporting Person continuously provides services to the Issuer through such vesting date. Pursuant to the Reporting Person's election under the award agreement, settlement of the vested DSUs has been deferred until the date that is the third anniversary of the date of grant. Read SEC document |
| June 15, 2024 Filed Jun 18, 2024 21:09 UTC | GENERATION INCOME PROPERTIES, INC. GIPR · Entity 8614 | GrantCommon Stock | 12,255 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-24-001406 · form4.xml · nonDerivative · entry 1 Cheng Gena · CIK 0001890687 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,201 F1 · shares: Represents grant of restricted stock units under the Generation Income Properties, Inc. 2020 Omnibus Incentive Plan that will vest on June 15, 2025. Read SEC document |
| June 13, 2023 Filed Jun 14, 2023 21:02 UTC | ADAMAS TRUST, INC. NYMT · Entity 5063 | GrantCommon Stock, par value $0.01 per share | 11,953 | $0.00 | $0.00 |
DisclosureSEC source: 0001273685-23-000087 · wk-form4_1686776560.xml · nonDerivative · entry 1 Cheng Gena · CIK 0001890687 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,599 F1 · shares: Represents annual stock grant for non-employee directors. Shares of common stock were issued pursuant to the New York Mortgage Trust, Inc. 2017 Stock Incentive Plan. F1 · price: Represents annual stock grant for non-employee directors. Shares of common stock were issued pursuant to the New York Mortgage Trust, Inc. 2017 Stock Incentive Plan. F2 · balance_after: On March 9, 2023, NYMT effected a one-for-four reverse stock split of its common stock. The amount of securities reported has been adjusted to reflect the reverse stock split. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:52 UTC | GENERATION INCOME PROPERTIES, INC. GIPR · Entity 8614 | GrantCommon Stock | 8,803 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-004390 · doc1.xml · nonDerivative · entry 1 Cheng Gena · CIK 0001890687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,946 F1 · shares: Represents grant of restricted shares pursuant to the Generation Income Properties, Inc. 2020 Omnibus Incentive Plan that vest as to one third of the granted shares on each of the first three anniversaries of the grant date. Read SEC document |
| June 06, 2022 Filed Jun 8, 2022 22:11 UTC | ADAMAS TRUST, INC. NYMT · Entity 5063 | GrantCommon Stock, par value $0.01 per share | 38,586 | $0.00 | $0.00 |
DisclosureSEC source: 0001273685-22-000059 · wf-form4_165472628280067.xml · nonDerivative · entry 1 Cheng Gena · CIK 0001890687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,586 F1 · shares: Represents annual stock grant for non-employee directors. Shares of common stock were issued pursuant to the New York Mortgage Trust, Inc. 2017 Stock Incentive Plan. F1 · price: Represents annual stock grant for non-employee directors. Shares of common stock were issued pursuant to the New York Mortgage Trust, Inc. 2017 Stock Incentive Plan. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 22:20 UTC | GENERATION INCOME PROPERTIES, INC. GIPR · Entity 8614 | GrantCommon Stock | 7,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-006257 · doc1.xml · nonDerivative · entry 1 Cheng Gena · CIK 0001890687 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,143 F1 · shares: Restricted shares vest 100% on March 1, 2023. 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.