Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INNOVATIVE INDUSTRIAL PROPERTIES INCIIPR · Entity 4668 | CFO AND TREASURER | June 19, 2026 | June 23, 2026 |
| New Senior Investment Group Inc.SNR · Entity 135250 | EVP, Chief Financial Officer | July 31, 2019 | August 02, 2019 |
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.
INNOVATIVE INDUSTRIAL PROPERTIES INC
Report date June 19, 2026 · Filed June 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,801 |
Reported balance
After 2026-06-19 transaction · row 1
1 source rowRow 1 · 2026-06-19 · Grant · Acquired 9,219 · Balance 32,801 F1: Represents grant of restricted stock. One-third of the shares shall be released from the forfeiture restriction on each of January 1, 2027, January 1, 2028, and January 1, 2029, provided that the reporting person continues to be a non-employee director or employee of Innovative Industrial Properties, Inc. (the "Company") on such date. |
| Restricted Stock Units 2023SEC Table II · derivative / convertible security | Direct | 13,080 |
Reported balance
Holding disclosure · report date 2026-06-19 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 13,080 F2: Each restricted stock unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of Innovative Industrial Properties, Inc. (the "Company") common stock. F3: One-third of the RSUs shall be released from the forfeiture restriction on each of January 1, 2024, January 1, 2025, and January 1, 2026, provided that the reporting person continues to be a non-employee director or employee of the Company on such date. The vesting of RSUs is subject to satisfaction of the vesting conditions under the Company's NQDC Plan. |
| Restricted Stock Units 2024SEC Table II · derivative / convertible security | Direct | 10,893 |
Reported balance
Holding disclosure · report date 2026-06-19 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 10,893 F2: Each restricted stock unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of Innovative Industrial Properties, Inc. (the "Company") common stock. F4: One-third of the RSUs shall be released from the forfeiture restriction on each of January 1, 2025, January 1, 2026 and January 1, 2027, provided that the reporting person continues to be a non-employee director or employee of the Company on such date. The vesting of RSUs is subject to satisfaction of the vesting conditions under the Company's NQDC Plan. |
| Restricted Stock Units 2025SEC Table II · derivative / convertible security | Direct | 9,110 |
Reported balance
Holding disclosure · report date 2026-06-19 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 9,110 F2: Each restricted stock unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of Innovative Industrial Properties, Inc. (the "Company") common stock. F5: One-third of the RSUs shall be released from the forfeiture restriction on each of January 1, 2026, January 1, 2027, and January 1, 2028, provided that the reporting person continues to be a non-employee director or employee of the Company on such date. The vesting of RSUs is subject to satisfaction of the vesting conditions under the Company's NQDC Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents grant of restricted stock. One-third of the shares shall be released from the forfeiture restriction on each of January 1, 2027, January 1, 2028, and January 1, 2029, provided that the reporting person continues to be a non-employee director or employee of Innovative Industrial Properties, Inc. (the "Company") on such date.
F2: Each restricted stock unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of Innovative Industrial Properties, Inc. (the "Company") common stock.
F3: One-third of the RSUs shall be released from the forfeiture restriction on each of January 1, 2024, January 1, 2025, and January 1, 2026, provided that the reporting person continues to be a non-employee director or employee of the Company on such date. The vesting of RSUs is subject to satisfaction of the vesting conditions under the Company's NQDC Plan.
F4: One-third of the RSUs shall be released from the forfeiture restriction on each of January 1, 2025, January 1, 2026 and January 1, 2027, provided that the reporting person continues to be a non-employee director or employee of the Company on such date. The vesting of RSUs is subject to satisfaction of the vesting conditions under the Company's NQDC Plan.
F5: One-third of the RSUs shall be released from the forfeiture restriction on each of January 1, 2026, January 1, 2027, and January 1, 2028, provided that the reporting person continues to be a non-employee director or employee of the Company on such date. The vesting of RSUs is subject to satisfaction of the vesting conditions under the Company's NQDC Plan.
New Senior Investment Group Inc.
Report date July 31, 2019 · Filed August 02, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 186,271 |
Reported balance
After 2019-07-31 transaction · row 1
1 source rowRow 1 · 2019-07-31 · Grant · Acquired 21,238 · Balance 186,271 F1: Award of restricted stock units, each representing a contingent right to one share of common stock, which, subject to continued service, shall vest on January 1 each of 2020, 2021 and 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of restricted stock units, each representing a contingent right to one share of common stock, which, subject to continued service, shall vest on January 1 each of 2020, 2021 and 2022.
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 21:08 UTC | INNOVATIVE INDUSTRIAL PROPERTIES INC IIPR · Entity 4668 | GrantCommon Stock | 9,219 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001764631-26-000006 · form4-06232026_090653.xml · nonDerivative · entry 1 Smith David Jon · CIK 0001764631 · CFO AND TREASURER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,801 F1 · price: Represents grant of restricted stock. One-third of the shares shall be released from the forfeiture restriction on each of January 1, 2027, January 1, 2028, and January 1, 2029, provided that the reporting person continues to be a non-employee director or employee of Innovative Industrial Properties, Inc. (the "Company") on such date. Read SEC document |
| January 20, 2026 Filed Jan 22, 2026 00:11 UTC | INNOVATIVE INDUSTRIAL PROPERTIES INC IIPR · Entity 4668 | GrantCommon Stock | 20,061 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001764631-26-000004 · form4-01222026_120155.xml · nonDerivative · entry 1 Smith David Jon · CIK 0001764631 · CFO AND TREASURER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,582 F1 · price: Represents grant of restricted stock. One-third of the shares shall be released from the forfeiture restriction on each of January 1, 2027, January 1, 2028, and January 1, 2029, provided that the reporting person continues to be a non-employee director or employee of Innovative Industrial Properties, Inc. (the "Company") on such date. Read SEC document |
| January 01, 2026 Filed Jan 6, 2026 00:20 UTC | INNOVATIVE INDUSTRIAL PROPERTIES INC IIPR · Entity 4668 | Exercise / conversionRestricted Stock Units 2025 · Derivative | 4,555 | $0.00 | $0.00 |
DisclosureSEC source: 0001764631-26-000002 · form4-01062026_120125.xml · derivative · entry 3 Smith David Jon · CIK 0001764631 · CFO AND TREASURER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,110 Underlying: Common Stock · 4,555 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. F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of Innovative Industrial Properties, Inc. (the "Company") common stock. F3 · derivative.exercise_date: One-third of the RSUs shall be released from the forfeiture restriction on each of January 1, 2026, January 1, 2027 and January 1, 2028, provided that the reporting person continues to be a non-employee director or employee of the Company on such date. The vesting of 9,110 of the RSUs is subject to satisfaction of the vesting conditions under the Company's Nonqualified Deferred Compensation Plan (the "NQDC Plan"). F3 · derivative.expiration_date: One-third of the RSUs shall be released from the forfeiture restriction on each of January 1, 2026, January 1, 2027 and January 1, 2028, provided that the reporting person continues to be a non-employee director or employee of the Company on such date. The vesting of 9,110 of the RSUs is subject to satisfaction of the vesting conditions under the Company's Nonqualified Deferred Compensation Plan (the "NQDC Plan"). Read SEC document |
| January 01, 2026 Filed Jan 6, 2026 00:20 UTC | INNOVATIVE INDUSTRIAL PROPERTIES INC IIPR · Entity 4668 | Tax withholdingCommon Stock | 1,634 | $47.36 | $77,386.24 |
DisclosureSEC source: 0001764631-26-000002 · form4-01062026_120125.xml · nonDerivative · entry 2 Smith David Jon · CIK 0001764631 · CFO AND TREASURER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,521 F1 · kind: Represents payment of tax liability by the withholding of shares of common stock by Innovative Industrial Properties, Inc. incident to the settlement of the reporting person's restricted stock units. Read SEC document |
| January 01, 2026 Filed Jan 6, 2026 00:20 UTC | INNOVATIVE INDUSTRIAL PROPERTIES INC IIPR · Entity 4668 | Exercise / conversionCommon Stock | 4,555 | $0.00 | $0.00 |
DisclosureSEC source: 0001764631-26-000002 · form4-01062026_120125.xml · nonDerivative · entry 1 Smith David Jon · CIK 0001764631 · CFO AND TREASURER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,155 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. Read SEC document |
| November 20, 2025 Filed Nov 20, 2025 21:45 UTC | INNOVATIVE INDUSTRIAL PROPERTIES INC IIPR · Entity 4668 | PurchaseCommon Stock | 600 | $45.90 | $27,540.00 |
DisclosureSEC source: 0001764631-25-000004 · form4-11202025_091130.xml · nonDerivative · entry 1 Smith David Jon · CIK 0001764631 · CFO AND TREASURER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 600 Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 15:54 UTC | INNOVATIVE INDUSTRIAL PROPERTIES INC IIPR · Entity 4668 | GrantRestricted Stock Units 2025 · Derivative | 13,665 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005391 · form4-02252025_030229.xml · derivative · entry 1 Smith David Jon · CIK 0001764631 · CFO AND TREASURER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,665 Underlying: Common Stock · 13,665 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of Innovative Industrial Properties, Inc. (the "Company") common stock. F2 · derivative.exercise_date: One-third of the RSUs shall be released from the forfeiture restriction on each of January 1, 2026, January 1, 2027 and January 1, 2028, provided that the reporting person continues to be a non-employee director or employee of the Company on such date. The vesting of 9,110 of the RSUs is subject to satisfaction of the vesting conditions under the Company's Nonqualified Deferred Compensation Plan (the "NQDC Plan"). F2 · derivative.expiration_date: One-third of the RSUs shall be released from the forfeiture restriction on each of January 1, 2026, January 1, 2027 and January 1, 2028, provided that the reporting person continues to be a non-employee director or employee of the Company on such date. The vesting of 9,110 of the RSUs is subject to satisfaction of the vesting conditions under the Company's Nonqualified Deferred Compensation Plan (the "NQDC Plan"). Read SEC document |
| January 17, 2024 Filed Jan 18, 2024 15:19 UTC | INNOVATIVE INDUSTRIAL PROPERTIES INC IIPR · Entity 4668 | GrantRestricted Stock Units 2024 · Derivative | 10,893 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-001440 · form4-01182024_030137.xml · derivative · entry 1 Smith David Jon · CIK 0001764631 · CFO AND TREASURER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,893 Underlying: Common Stock · 10,893 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of Innovative Industrial Properties, Inc. (the "Company") common stock. F2 · derivative.exercise_date: One-third of the RSUs shall be released from the forfeiture restriction on each of January 1, 2025, January 1, 2026 and January 1, 2027, provided that the reporting person continues to be a non-employee director or employee of the Company on such date. The vesting of RSUs is subject to satisfaction of the vesting conditions under the Company's Nonqualified Deferred Compensation Plan (the "NQDC Plan"). F2 · derivative.expiration_date: One-third of the RSUs shall be released from the forfeiture restriction on each of January 1, 2025, January 1, 2026 and January 1, 2027, provided that the reporting person continues to be a non-employee director or employee of the Company on such date. The vesting of RSUs is subject to satisfaction of the vesting conditions under the Company's Nonqualified Deferred Compensation Plan (the "NQDC Plan"). Read SEC document |
| March 29, 2023 Filed Mar 29, 2023 21:07 UTC | INNOVATIVE INDUSTRIAL PROPERTIES INC IIPR · Entity 4668 | GrantRestricted Stock Units 2023 · Derivative | 13,080 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-005570 · form4-03292023_090354.xml · derivative · entry 1 Smith David Jon · CIK 0001764631 · CFO AND TREASURER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,080 Underlying: Common Stock · 13,080 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of Innovative Industrial Properties, Inc. (the "Company") common stock. F2 · derivative.exercise_date: One-third of the RSUs shall be released from the forfeiture restriction on each of January 1, 2024, January 1, 2025 and January 1, 2026, provided that the reporting person continues to be a non-employee director or employee of the Company on such date. The vesting of RSUs is subject to satisfaction of the vesting conditions under the Company's Nonqualified Deferred Compensation Plan. F2 · derivative.expiration_date: One-third of the RSUs shall be released from the forfeiture restriction on each of January 1, 2024, January 1, 2025 and January 1, 2026, provided that the reporting person continues to be a non-employee director or employee of the Company on such date. The vesting of RSUs is subject to satisfaction of the vesting conditions under the Company's Nonqualified Deferred Compensation Plan. Read SEC document |
| July 31, 2019 Filed Aug 2, 2019 20:44 UTC | New Senior Investment Group Inc. SNR · Entity 135250 | GrantCommon Stock | 21,238 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-044281 · doc4.xml · nonDerivative · entry 1 Smith David Jon · CIK 0001764631 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,271 F1 · price: Award of restricted stock units, each representing a contingent right to one share of common stock, which, subject to continued service, shall vest on January 1 each of 2020, 2021 and 2022. Read SEC document |
| January 01, 2019 Filed Feb 1, 2019 21:43 UTC | New Senior Investment Group Inc. SNR · Entity 135250 | GrantStock Options · Derivative | 666,600 | $0.00 Strike: $4.12 | $0.00 |
DisclosureSEC source: 0001209191-19-006457 · doc4.xml · derivative · entry 2 Smith David Jon · CIK 0001764631 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 666,600 Underlying: Common Stock · 666,600 shares Expires 2029-01-01 F2 · derivative.exercise_date: The Options vest in three equal annual installments starting on January 1, 2020, subject to continued employment with the Issuer. Read SEC document |
| January 01, 2019 Filed Feb 1, 2019 21:43 UTC | New Senior Investment Group Inc. SNR · Entity 135250 | GrantCommon Stock | 161,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006457 · doc4.xml · nonDerivative · entry 1 Smith David Jon · CIK 0001764631 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,033 F1 · balance_after: Includes 3,212 shares owned prior to appointment as Chief Financial Officer. 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.