Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Orion Properties Inc.ONL · Entity 6477 | Director | June 12, 2026 | June 15, 2026 |
| REALTY INCOME CORPO · Entity 3009 | Director | May 18, 2021 | May 20, 2021 |
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.
Orion Properties Inc.
Report date June 12, 2026 · Filed June 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,483 |
Reported balance
After 2026-06-12 transaction · row 1
1 source rowRow 1 · 2026-06-12 · Gift · Disposed 77,243 · Balance 34,483 F1: Reflects the transfer of shares, received upon the vesting of restricted stock units, for no consideration from the Reporting Person to a trust of which the Reporting Person is a co-trustee and the children of the Reporting Person are the sole beneficiaries |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 114,413 |
Reported balance
After 2026-06-12 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-06-12 · Gift · Acquired 77,243 · Balance 114,413 F1: Reflects the transfer of shares, received upon the vesting of restricted stock units, for no consideration from the Reporting Person to a trust of which the Reporting Person is a co-trustee and the children of the Reporting Person are the sole beneficiaries F2: The Reporting Person is the co-trustee of a trust that benefits the children of the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the transfer of shares, received upon the vesting of restricted stock units, for no consideration from the Reporting Person to a trust of which the Reporting Person is a co-trustee and the children of the Reporting Person are the sole beneficiaries
F2: The Reporting Person is the co-trustee of a trust that benefits the children of the Reporting Person.
REALTY INCOME CORP
Report date May 18, 2021 · Filed May 20, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 90,000 |
Reported balance
After 2021-05-18 transaction · row 1
1 source rowRow 1 · 2021-05-18 · Grant · Acquired 4,000 · Balance 90,000 F1: Shares granted through an incentive plan; no consideration was paid. Shares vest immediately at the time of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares granted through an incentive plan; no consideration was paid. Shares vest immediately at the time of grant.
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 12, 2026 Filed Jun 15, 2026 20:30 UTC | Orion Properties Inc. ONL · Entity 6477 | GiftCommon Stock | 77,243 | $0.00 | $0.00 |
DisclosureSEC source: 0001873923-26-000095 · wk-form4_1781555410.xml · nonDerivative · entry 2 ALLEN KATHLEEN · CIK 0001206771 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 114,413 F1 · shares: Reflects the transfer of shares, received upon the vesting of restricted stock units, for no consideration from the Reporting Person to a trust of which the Reporting Person is a co-trustee and the children of the Reporting Person are the sole beneficiaries F2 · ownership.nature: The Reporting Person is the co-trustee of a trust that benefits the children of the Reporting Person. Read SEC document |
| June 12, 2026 Filed Jun 15, 2026 20:30 UTC | Orion Properties Inc. ONL · Entity 6477 | GiftCommon Stock | 77,243 | $0.00 | $0.00 |
DisclosureSEC source: 0001873923-26-000095 · wk-form4_1781555410.xml · nonDerivative · entry 1 ALLEN KATHLEEN · CIK 0001206771 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,483 F1 · shares: Reflects the transfer of shares, received upon the vesting of restricted stock units, for no consideration from the Reporting Person to a trust of which the Reporting Person is a co-trustee and the children of the Reporting Person are the sole beneficiaries Read SEC document |
| May 13, 2026 Filed May 15, 2026 20:30 UTC | Orion Properties Inc. ONL · Entity 6477 | GrantCommon Stock | 34,483 | $0.00 | $0.00 |
DisclosureSEC source: 0001873923-26-000093 · wk-form4_1778877042.xml · nonDerivative · entry 1 ALLEN KATHLEEN · CIK 0001206771 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,726 F1 · shares: Represents restricted stock units ("RSUs") granted to the Reporting Person pursuant to the Issuer's equity plan. The RSUs vest in full on the earlier to occur of (i) the one-year anniversary of the grant date or (ii) the date of the annual meeting of the Issuer's stockholders next following the grant date, subject to the Reporting Person's continued service with the Issuer through such date. Read SEC document |
| May 14, 2025 Filed May 16, 2025 21:54 UTC | Orion Properties Inc. ONL · Entity 6477 | GrantCommon Stock | 50,505 | $0.00 | $0.00 |
DisclosureSEC source: 0001873923-25-000096 · wk-form4_1747432486.xml · nonDerivative · entry 1 ALLEN KATHLEEN · CIK 0001206771 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,243 F1 · shares: Represents restricted stock units ("RSUs") granted to the Reporting Person pursuant to the Issuer's equity plan. The RSUs vest in full on the earlier to occur of (i) the one-year anniversary of the grant date or (ii) the date of the annual meeting of the Issuer's stockholders next following the grant date, subject to the Reporting Person's continued service with the Issuer through such date. Read SEC document |
| September 20, 2024 Filed Sep 24, 2024 21:25 UTC | Orion Properties Inc. ONL · Entity 6477 | GiftCommon Stock | 18,349 | $0.00 | $0.00 |
DisclosureSEC source: 0001873923-24-000088 · wk-form4_1727213095.xml · nonDerivative · entry 2 ALLEN KATHLEEN · CIK 0001206771 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 37,170 F1 · shares: Reflects the transfer of shares, received upon the vesting of restricted stock units, for no consideration from the Reporting Person to a trust of which the Reporting Person is a co-trustee and the children of the Reporting Person are the sole beneficiaries F2 · ownership.nature: The Reporting Person is the co-trustee of a trust that benefits the children of the Reporting Person. Read SEC document |
| September 20, 2024 Filed Sep 24, 2024 21:25 UTC | Orion Properties Inc. ONL · Entity 6477 | GiftCommon Stock | 18,349 | $0.00 | $0.00 |
DisclosureSEC source: 0001873923-24-000088 · wk-form4_1727213095.xml · nonDerivative · entry 1 ALLEN KATHLEEN · CIK 0001206771 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,738 F1 · shares: Reflects the transfer of shares, received upon the vesting of restricted stock units, for no consideration from the Reporting Person to a trust of which the Reporting Person is a co-trustee and the children of the Reporting Person are the sole beneficiaries Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:12 UTC | Orion Properties Inc. ONL · Entity 6477 | GrantCommon Stock | 26,738 | $0.00 | $0.00 |
DisclosureSEC source: 0001873923-24-000069 · wk-form4_1715976732.xml · nonDerivative · entry 1 ALLEN KATHLEEN · CIK 0001206771 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,087 F1 · shares: Represents restricted stock units ("RSUs") granted to the Reporting Person pursuant to the Issuer's equity plan. The RSUs vest in full on the earlier to occur of (i) the one-year anniversary of the grant date or (ii) the date of the annual meeting of the Issuer's stockholders next following the grant date, subject to the Reporting Person's continued service with the Issuer through such date. Read SEC document |
| September 27, 2023 Filed Sep 29, 2023 21:01 UTC | Orion Properties Inc. ONL · Entity 6477 | GiftCommon Stock | 9,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001873923-23-000088 · wf-form4_169602126353253.xml · nonDerivative · entry 2 ALLEN KATHLEEN · CIK 0001206771 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 18,821 F1 · shares: Reflects the transfer of shares, received upon the vesting of restricted stock units, for no consideration from the Reporting Person to a trust of which the Reporting Person is a co-trustee and the children of the Reporting Person are the sole beneficiaries. F2 · balance_after: The amount held by the trust includes 9,000 shares previously reportedly as held directly by the Reporting Person. Such shares have been held by the trust since such shares were received directly by the trust pursuant to the spin-off of the Issuer from Realty Income Corporation in November 2021. F3 · ownership.nature: The Reporting Person is the co-trustee of a trust that benefits the children of the Reporting Person. Read SEC document |
| September 27, 2023 Filed Sep 29, 2023 21:01 UTC | Orion Properties Inc. ONL · Entity 6477 | GiftCommon Stock | 9,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001873923-23-000088 · wf-form4_169602126353253.xml · nonDerivative · entry 1 ALLEN KATHLEEN · CIK 0001206771 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,349 F1 · shares: Reflects the transfer of shares, received upon the vesting of restricted stock units, for no consideration from the Reporting Person to a trust of which the Reporting Person is a co-trustee and the children of the Reporting Person are the sole beneficiaries. Read SEC document |
| May 16, 2023 Filed May 18, 2023 20:21 UTC | Orion Properties Inc. ONL · Entity 6477 | GrantCommon Stock | 18,349 | $0.00 | $0.00 |
DisclosureSEC source: 0001873923-23-000059 · wf-form4_168444128301119.xml · nonDerivative · entry 1 ALLEN KATHLEEN · CIK 0001206771 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,170 F1 · shares: Represents restricted stock units ("RSUs") granted to the Reporting Person pursuant to the Issuer's equity plan. The RSUs vest in full on the earlier to occur of (i) the one-year anniversary of the grant date or (ii) the date of the annual meeting of the Issuer's stockholders next following the grant date, subject to the Reporting Person's continued service with the Issuer through such date. Read SEC document |
| May 25, 2022 Filed May 26, 2022 21:12 UTC | Orion Properties Inc. ONL · Entity 6477 | GrantCommon Stock | 7,474 | $0.00 | $0.00 |
DisclosureSEC source: 0001873923-22-000042 · wf-form4_165359952225011.xml · nonDerivative · entry 1 ALLEN KATHLEEN · CIK 0001206771 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,821 F1 · shares: Represents restricted stock units ("RSUs") granted to the Reporting Person pursuant to the Issuer's equity plan. The RSUs vest in full on the earlier to occur of (i) the one-year anniversary of the grant date or (ii) the date of the annual meeting of the Issuer's stockholders next following the grant date, subject to the Reporting Person's continued service with the Issuer through such date. Read SEC document |
| November 15, 2021 Filed Nov 18, 2021 02:01 UTC | Orion Properties Inc. ONL · Entity 6477 | GrantCommon Stock | 2,347 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-140750 · tm2133165-13_4seq1.xml · nonDerivative · entry 1 ALLEN KATHLEEN · CIK 0001206771 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,347 F1 · shares: Represents restricted stock units ("RSUs") awarded to the Reporting Person pursuant to the Issuer's equity plan. The RSUs vest in full on the date of the next annual meeting of the Issuer's stockholders to occur following the date upon which the RSUs were granted, subject to the Reporting Person's continued service with the Issuer through such date. Read SEC document |
| May 18, 2021 Filed May 20, 2021 21:35 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-21-000052 · edgardoc.xml · nonDerivative · entry 1 ALLEN KATHLEEN · CIK 0001206771 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,000 F1 · price: Shares granted through an incentive plan; no consideration was paid. Shares vest immediately at the time of grant. Read SEC document |
| May 12, 2020 Filed May 14, 2020 21:36 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-20-000048 · edgardoc.xml · nonDerivative · entry 1 ALLEN KATHLEEN · CIK 0001206771 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,000 F1 · price: Shares granted through an incentive plan; no consideration was paid. Shares vest immediately at the time of grant. Read SEC document |
| May 14, 2019 Filed May 16, 2019 23:18 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-19-000054 · edgardoc.xml · nonDerivative · entry 1 ALLEN KATHLEEN · CIK 0001206771 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,000 F1 · price: Shares granted through an incentive plan; no consideration was paid. Shares vest immediately at the time of grant. Read SEC document |
| May 24, 2018 Filed May 24, 2018 20:26 UTC | REALTY INCOME CORP O · Entity 3009 | SaleCommon Stock | 4,000 | $52.55 | $210,200.00 |
DisclosureSEC source: 0000726728-18-000066 · edgardoc.xml · nonDerivative · entry 1 ALLEN KATHLEEN · CIK 0001206771 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,000 Read SEC document |
| May 18, 2018 Filed May 21, 2018 20:59 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-18-000050 · edgardoc.xml · nonDerivative · entry 1 ALLEN KATHLEEN · CIK 0001206771 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,000 F1 · price: Shares granted through an incentive plan; no consideration was paid. Shares vest immediately at the time of grant. Read SEC document |
| May 16, 2017 Filed May 16, 2017 22:32 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-17-000070 · edgardoc.xml · nonDerivative · entry 1 ALLEN KATHLEEN · CIK 0001206771 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,000 F1 · price: Shares granted through an incentive plan; no consideration was paid. Shares vest immediately at the time of grant. 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.