Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COPT DEFENSE PROPERTIESCDP · Entity 4036 | Director | May 14, 2026 | May 18, 2026 |
| EPR PROPERTIESEPR · Entity 3975 | Director | June 01, 2026 | June 02, 2026 |
| LUXFER HOLDINGS PLCLXFR · Entity 5529 | Director | June 11, 2026 | June 15, 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.
COPT DEFENSE PROPERTIES
Report date May 14, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 24,090 |
Reported balance
After 2026-05-14 transaction · row 1
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 3,803 · Balance 24,090 F1: These restricted shares were granted as part of annual trustee compensation and will vest in one year from the grant. |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted shares were granted as part of annual trustee compensation and will vest in one year from the grant.
EPR PROPERTIES
Report date June 01, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 11,839 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Exercise / conversion · Acquired 5,253 · Balance 11,839 F1: Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest. |
| Restricted Share UnitsSEC Table II · derivative / convertible security · Expires 2026-06-01 | Direct | 0 |
Reported balance
After 2026-06-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-01 · Exercise / conversion · Disposed 5,253 · Balance 0 F1: Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest. |
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 2,358 |
Reported balance
After 2026-06-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-01 · Grant · Acquired 2,358 · Balance 2,358 F2: Restricted Share Units were issued to the reporting person pursuant to the Company's 2016 Equity Incentive Plan as a part of the Company's annual trustee compensation program. Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest. F3: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) June 1, 2027, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of the Company's Common Shares of Beneficial Interest subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the reporting person prior to the date of grant. |
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 4,323 |
Reported balance
After 2026-06-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-06-01 · Grant · Acquired 1,965 · Balance 4,323 F4: Restricted Share Units were issued to Reporting Person in lieu of the Reporting Persons Annual Trustee Retainer fee. Each Restricted Share Unit represents a contingent right to receive one share of Companys Common Shares of Beneficial Interest. F3: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) June 1, 2027, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of the Company's Common Shares of Beneficial Interest subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the reporting person prior to the date of grant. |
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 4,978 |
Reported balance
After 2026-06-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-06-01 · Grant · Acquired 655 · Balance 4,978 F5: Restricted Share Units were issued to the reporting person pursuant to the Company's 2016 Equity Incentive Plan in lieu of the reporting person's chairperson retainer fees. Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest. F3: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) June 1, 2027, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of the Company's Common Shares of Beneficial Interest subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the reporting person prior to the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest.
F2: Restricted Share Units were issued to the reporting person pursuant to the Company's 2016 Equity Incentive Plan as a part of the Company's annual trustee compensation program. Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest.
F3: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) June 1, 2027, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of the Company's Common Shares of Beneficial Interest subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the reporting person prior to the date of grant.
F4: Restricted Share Units were issued to Reporting Person in lieu of the Reporting Persons Annual Trustee Retainer fee. Each Restricted Share Unit represents a contingent right to receive one share of Companys Common Shares of Beneficial Interest.
F5: Restricted Share Units were issued to the reporting person pursuant to the Company's 2016 Equity Incentive Plan in lieu of the reporting person's chairperson retainer fees. Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest.
LUXFER HOLDINGS PLC
Report date June 11, 2026 · Filed June 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | IndirectBy Lisa G. Trimberger Trust | 20,801 |
Last balance in matching sequence
After 2026-06-11 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-06-11 · Exercise / conversion · Acquired 8,953 · Balance 24,811 F1: Restricted Stock Units convert to Ordinary Shares on a 1 for 1 basis. F2: Owned by Lisa G. Trimberger Trust, of which the Reporting Person is the trustee and the Reporting Person's spouse is the sole beneficiary. Row 2 · 2026-06-11 · Sale · Disposed 4,010 · Balance 20,801 F2: Owned by Lisa G. Trimberger Trust, of which the Reporting Person is the trustee and the Reporting Person's spouse is the sole beneficiary. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | IndirectSee Footnote | 0 |
Reported balance
After 2026-06-11 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-11 · Exercise / conversion · Disposed 8,953 · Balance 0 F1: Restricted Stock Units convert to Ordinary Shares on a 1 for 1 basis. F3: The Restricted Stock Units fully vested on June 11, 2026. The above figure includes 331 additional Restricted Stock Units acquired from dividend equivalents. Restricted Stock Units accrue dividend equivalents, which are subject to the same terms and conditions as the underlying award and vest therewith. F2: Owned by Lisa G. Trimberger Trust, of which the Reporting Person is the trustee and the Reporting Person's spouse is the sole beneficiary. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | IndirectSee Footnote | 6,681 |
Reported balance
After 2026-06-11 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-06-11 · Grant · Acquired 6,681 · Balance 6,681 F1: Restricted Stock Units convert to Ordinary Shares on a 1 for 1 basis. F4: Represents the annual non-discretionary grant of awards to the Issuer's Non-Executive Directors in accordance with the terms of the Luxfer Holdings PLC Non-Executive Directors Equity Incentive Plan. The Restricted Stock Units vest on the day immediately preceding the Issuer's 2027 Annual General Meeting of Shareholders. F2: Owned by Lisa G. Trimberger Trust, of which the Reporting Person is the trustee and the Reporting Person's spouse is the sole beneficiary. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units convert to Ordinary Shares on a 1 for 1 basis.
F2: Owned by Lisa G. Trimberger Trust, of which the Reporting Person is the trustee and the Reporting Person's spouse is the sole beneficiary.
F3: The Restricted Stock Units fully vested on June 11, 2026. The above figure includes 331 additional Restricted Stock Units acquired from dividend equivalents. Restricted Stock Units accrue dividend equivalents, which are subject to the same terms and conditions as the underlying award and vest therewith.
F4: Represents the annual non-discretionary grant of awards to the Issuer's Non-Executive Directors in accordance with the terms of the Luxfer Holdings PLC Non-Executive Directors Equity Incentive Plan. The Restricted Stock Units vest on the day immediately preceding the Issuer's 2027 Annual General Meeting of Shareholders.
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 |
|---|---|---|---|---|---|---|
| May 27, 2022 Filed Jun 1, 2022 19:41 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantRestricted Share Units · Derivative | 2,027 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-22-000067 · primary_doc.xml · derivative · entry 1 Trimberger Lisa G · CIK 0001718603 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,424 Underlying: Common Shares · 2,027 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Share Units were issued to Reporting Person's Annual Trustee Retainer fee. Each Restricted Share Unit represents a contingent right to one share of the Issuer's Common Shares. F2 · derivative.exercise_date: Subject to certain exceptions, the vesting date for Restricted Share Units is the earlier (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant. F2 · derivative.expiration_date: Subject to certain exceptions, the vesting date for Restricted Share Units is the earlier (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant. Read SEC document |
| May 12, 2022 Filed May 16, 2022 21:24 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | GrantCommon Shares | 3,941 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-22-005050 · form4-05162022_020507.xml · nonDerivative · entry 1 Trimberger Lisa G · CIK 0001718603 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,697 F1 · price: These restricted shares were granted as part of annual trustee compensation and will vest in one year from the grant. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 17:55 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantRestricted Share Units · Derivative | 773 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-22-000031 · primary_doc.xml · derivative · entry 2 Trimberger Lisa G · CIK 0001718603 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,397 Underlying: Common Shares of Beneficial Interest · 773 shares Expires not disclosed F3 · derivative.exercise_price: Restricted Share Units were issued to the Reporting Person pursuant to Company's Equity Incentive Plan. Each Restricted Share Unit represents a contingent right to receive one of the Issuer's common shares. F2 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Unit is the earlier of (a) the close of business on the day preceding the first annual meeting of the shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant. F2 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Unit is the earlier of (a) the close of business on the day preceding the first annual meeting of the shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 17:55 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantRestricted Share Units · Derivative | 624 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-22-000031 · primary_doc.xml · derivative · entry 1 Trimberger Lisa G · CIK 0001718603 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 624 Underlying: Common Shares of Beneficial Interest · 624 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Share Units were issued to Reporting Person in lieu of the Reporting Person's prorated Annual Trustee Retainer fee. Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common shares. F2 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Unit is the earlier of (a) the close of business on the day preceding the first annual meeting of the shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant. F2 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Unit is the earlier of (a) the close of business on the day preceding the first annual meeting of the shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant. Read SEC document |
| November 29, 2021 Filed Nov 30, 2021 22:34 UTC | LUXFER HOLDINGS PLC LXFR · Entity 5529 | PurchaseOrdinary Shares | 5,000 | $19.79 | $98,950.00 |
DisclosureSEC source: 0001718603-21-000007 · wf-form4_163831164458762.xml · nonDerivative · entry 1 Trimberger Lisa G · CIK 0001718603 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Joint Tenants in Common by Trusts Disclosed balance after: 5,000 F1 · price: The price is a weighted average price. These shares were purchased in multiple transactions ranging from $19.59 to $19.91, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · ownership.nature: Shares owned as Joint Tenants in Common by (i) Lisa G. Trimberger Trust, of which the Reporting Person is the trustee and the Reporting Person's spouse is the sole beneficiary and (ii) John R. Trimberger Jr. Trust, of which the Reporting Person's spouse is the trustee and the Reporting Person is the sole beneficiary. Read SEC document |
| June 09, 2021 Filed Jun 10, 2021 20:39 UTC | LUXFER HOLDINGS PLC LXFR · Entity 5529 | GrantRestricted Stock Units · Derivative | 3,551 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001718603-21-000005 · wf-form4_162335756915934.xml · derivative · entry 4 Trimberger Lisa G · CIK 0001718603 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 3,551 Underlying: Ordinary Shares · 3,551 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Stock Units convert 1 for 1, subject to a nominal payment of $1.00 per Ordinary Share. F1 · price: Restricted Stock Units convert 1 for 1, subject to a nominal payment of $1.00 per Ordinary Share. F4 · derivative.exercise_date: The Restricted Stock Units vest on the day immediately prior to the Issuer's 2022 Annual General Meeting. F4 · derivative.expiration_date: The Restricted Stock Units vest on the day immediately prior to the Issuer's 2022 Annual General Meeting. F2 · ownership.nature: Shares owned by a trust of which the Reporting Person is the sole beneficiary and the Reporting Person's spouse is the trustee. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 20:39 UTC | LUXFER HOLDINGS PLC LXFR · Entity 5529 | Exercise / conversionRestricted Stock Units · Derivative | 5,527 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001718603-21-000005 · wf-form4_162335756915934.xml · derivative · entry 3 Trimberger Lisa G · CIK 0001718603 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Ordinary Shares · 5,527 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. F1 · derivative.exercise_price: Restricted Stock Units convert 1 for 1, subject to a nominal payment of $1.00 per Ordinary Share. F1 · price: Restricted Stock Units convert 1 for 1, subject to a nominal payment of $1.00 per Ordinary Share. F3 · derivative.exercise_date: The Restricted Stock Units fully vested on June 8, 2021. The amount above includes 173 additional Restricted Stock Units acquired related to dividend reinvestment rights. F3 · derivative.expiration_date: The Restricted Stock Units fully vested on June 8, 2021. The amount above includes 173 additional Restricted Stock Units acquired related to dividend reinvestment rights. F2 · ownership.nature: Shares owned by a trust of which the Reporting Person is the sole beneficiary and the Reporting Person's spouse is the trustee. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 20:39 UTC | LUXFER HOLDINGS PLC LXFR · Entity 5529 | Tax withholdingOrdinary Shares | 2,272 | $22.96 | $52,165.12 |
DisclosureSEC source: 0001718603-21-000005 · wf-form4_162335756915934.xml · nonDerivative · entry 2 Trimberger Lisa G · CIK 0001718603 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote 1 Disclosed balance after: 8,255 F2 · ownership.nature: Shares owned by a trust of which the Reporting Person is the sole beneficiary and the Reporting Person's spouse is the trustee. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 20:39 UTC | LUXFER HOLDINGS PLC LXFR · Entity 5529 | Exercise / conversionOrdinary Shares | 5,527 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001718603-21-000005 · wf-form4_162335756915934.xml · nonDerivative · entry 1 Trimberger Lisa G · CIK 0001718603 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote 1 Disclosed balance after: 10,527 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. F1 · price: Restricted Stock Units convert 1 for 1, subject to a nominal payment of $1.00 per Ordinary Share. F2 · ownership.nature: Shares owned by a trust of which the Reporting Person is the sole beneficiary and the Reporting Person's spouse is the trustee. Read SEC document |
| May 13, 2021 Filed May 17, 2021 20:39 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | GrantCommon shares | 3,416 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-005416 · edgar.xml · nonDerivative · entry 1 Trimberger Lisa G · CIK 0001718603 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,756 F1 · price: These restricted shares were granted as part of annual trustee compensation and will vest in one year from the grant date. Read SEC document |
| May 03, 2021 Filed May 5, 2021 11:25 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | SaleCommon Shares | 5,000 | $28.05 | $140,234.00 |
DisclosureSEC source: 0001179110-21-004881 · edgar.xml · nonDerivative · entry 1 Trimberger Lisa G · CIK 0001718603 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 F3 · price: Represents the weighted average of a range of sale prices per share from $28.04 to $28.055. The reporting person undertakes to provide to the Staff of the Securities and Exchange Commission, the Company or any shareholder of the Company, upon request, full information regarding the number of shares sold at each separate price. F1 · ownership.nature: Shares owned by a trust of which the reporting person is the sole beneficiary and the reporting person's spouse is the trustee. Read SEC document |
| June 04, 2020 Filed Jun 4, 2020 20:09 UTC | LUXFER HOLDINGS PLC LXFR · Entity 5529 | GrantRestricted Stock Units · Derivative | 5,354 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001718603-20-000002 · wf-form4_159130135343503.xml · derivative · entry 1 Trimberger Lisa G · CIK 0001718603 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 5,354 Underlying: Ordinary Shares · 5,354 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert 1 for 1, subject to a nominal payment of $1.00 per Ordinary Share. F1 · price: Restricted stock units convert 1 for 1, subject to a nominal payment of $1.00 per Ordinary Share. F2 · derivative.exercise_date: The restricted stock units vest on the day immediately prior to the Issuer's 2021 Annual General Meeting. F2 · derivative.expiration_date: The restricted stock units vest on the day immediately prior to the Issuer's 2021 Annual General Meeting. F3 · ownership.nature: Shares owned by trust of which the reporting person is the sole beneficiary and the reporting person's spouse is the trustee. Read SEC document |
| May 21, 2020 Filed May 26, 2020 22:48 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | GrantCommon shares | 3,986 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-20-006591 · edgar.xml · nonDerivative · entry 1 Trimberger Lisa G · CIK 0001718603 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,340 F1 · price: These deferred shares were granted as part of annual trustee compensation and will vest upon Ms. Trimberger's cessation of being a trustee. Read SEC document |
| May 09, 2019 Filed May 13, 2019 21:40 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | GrantCommon shares | 3,432 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-19-005957 · edgar.xml · nonDerivative · entry 1 Trimberger Lisa G · CIK 0001718603 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,354 F1 · price: These deferred shares were granted as part of annual trustee compensation and will vest in one year from the grant date. Read SEC document |
| December 13, 2018 Filed Dec 17, 2018 22:07 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | PurchaseCommon shares | 2,000 | $23.16 | $46,314.80 |
DisclosureSEC source: 0001179110-18-013957 · edgar.xml · nonDerivative · entry 1 Trimberger Lisa G · CIK 0001718603 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · see footnote Disclosed balance after: 2,000 F1 · ownership.nature: Shares owned by trust of which the reporting person is the sole beneficiary and the reporting person's spouse is the trustee. Read SEC document |
| May 10, 2018 Filed May 14, 2018 20:05 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | GrantCommon shares | 3,458 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-18-006711 · edgar.xml · nonDerivative · entry 1 Trimberger Lisa G · CIK 0001718603 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,922 F1 · price: These deferred shares were granted as part of annual trustee compensation and will vest in one year from the grant date. Read SEC document |
| February 13, 2018 Filed Feb 13, 2018 17:49 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | PurchaseCommon shares | 3,000 | $25.40 | $76,200.00 |
DisclosureSEC source: 0001179110-18-001991 · edgar.xml · nonDerivative · entry 1 Trimberger Lisa G · CIK 0001718603 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · see footnote Disclosed balance after: 6,000 F1 · ownership.nature: Shares purchased by John R. Trimberger, Jr. Trust. Read SEC document |
| November 30, 2017 Filed Dec 4, 2017 17:11 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | PurchaseCommon shares | 3,000 | $30.39 | $91,170.00 |
DisclosureSEC source: 0001179110-17-014808 · edgar.xml · nonDerivative · entry 1 Trimberger Lisa G · CIK 0001718603 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · see footnote Disclosed balance after: 3,000 F1 · ownership.nature: Shares purchased by Mack Capital Investments,LLC, in which each of the reporting person and her spouse own a 50% interest. Read SEC document |
| October 02, 2017 Filed Oct 4, 2017 16:28 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | GrantRestricted Common shares | 1,464 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-013070 · edgar.xml · nonDerivative · entry 1 Trimberger Lisa G · CIK 0001718603 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,464 F1 · price: These deferred shares were granted as part of annual trustee compensation and will vest in one year. 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.