Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IRON MOUNTAIN INCIRM · Entity 517 | Director | May 07, 2026 | May 11, 2026 |
| JONES LANG LASALLE INCJLL · Entity 3326 | EVP & Chief Financial Officer | June 29, 2018 | July 03, 2018 |
| KITE REALTY GROUP TRUSTKRG · Entity 3865 | Director | May 14, 2026 | May 19, 2026 |
| Legence Corp.LGN · Entity 3605 | Director | June 11, 2026 | June 11, 2026 |
| Orion Properties Inc.ONL · Entity 6477 | Director · EVP, CFO & TREASURER | October 22, 2021 | October 22, 2021 |
| Park Hotels & Resorts Inc.PK · Entity 4218 | Director | April 24, 2026 | April 28, 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.
IRON MOUNTAIN INC
Report date May 07, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.01 per shareSEC Table I · non-derivative | Direct | 3,211.061 |
Reported balance
After 2026-05-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 1,892 · Balance 3,211.061 F1: Consists of shares issuable upon the settlement of restricted stock units ("RSUs") granted on May 7, 2026. The RSUs vest in their entirety on the grant date. F2: Includes 11.061 shares for accrued dividends pursuant to dividend reinvestment since the last reported transaction and exempt from Rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of shares issuable upon the settlement of restricted stock units ("RSUs") granted on May 7, 2026. The RSUs vest in their entirety on the grant date.
F2: Includes 11.061 shares for accrued dividends pursuant to dividend reinvestment since the last reported transaction and exempt from Rule 16a-11.
JONES LANG LASALLE INC
Report date June 29, 2018 · Filed July 03, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,316 |
Ending reported balance
After 2018-06-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-06-29 · Exercise / conversion · Acquired 5,402 · Balance 21,700 Row 2 · 2018-06-29 · Tax withholding · Disposed 2,384 · Balance 19,316 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2018-07-01 | Direct | 0 |
Reported balance
After 2018-06-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-06-29 · Exercise / conversion · Disposed 5,402 · Balance 0 F1: Restricted share units convert into an equal number of shares of common stock. F2: On July 1, 2013, the reporting person was granted 10,804.00 restricted stock units vesting with respect to one-half of the shares on each of July 1, 2016 and July 1, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted share units convert into an equal number of shares of common stock.
F2: On July 1, 2013, the reporting person was granted 10,804.00 restricted stock units vesting with respect to one-half of the shares on each of July 1, 2016 and July 1, 2018.
KITE REALTY GROUP TRUST
Report date May 14, 2026 · Filed May 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 95,777 |
Reported balance
After 2026-05-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 4,958 · Balance 95,777 F1: Includes 21,024 shares acquired pursuant to the Kite Realty Group Trust Dividend Reinvestment and Share Purchase Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 21,024 shares acquired pursuant to the Kite Realty Group Trust Dividend Reinvestment and Share Purchase Plan.
Legence Corp.
Report date June 11, 2026 · Filed June 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 7,032 |
Reported balance
After 2026-06-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-11 · Grant · Acquired 1,675 · Balance 7,032 F1: The reported securities represent an award of Restricted Stock Units, which each entitle the reporting person to receive one share of Legence Corp.'s (the "Issuer") Class A common stock, par value $0.01 per share, upon vesting. The Restricted Stock Units will fully vest on the earlier of the first anniversary of the date of the award and the day immediately preceding the Issuer's 2027 annual stockholder meeting, subject to continued service through such date. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported securities represent an award of Restricted Stock Units, which each entitle the reporting person to receive one share of Legence Corp.'s (the "Issuer") Class A common stock, par value $0.01 per share, upon vesting. The Restricted Stock Units will fully vest on the earlier of the first anniversary of the date of the award and the day immediately preceding the Issuer's 2027 annual stockholder meeting, subject to continued service through such date.
Orion Properties Inc.
Report date October 22, 2021 · Filed October 22, 2021
This filing explicitly reported no securities owned.
Park Hotels & Resorts Inc.
Report date April 24, 2026 · Filed April 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 167,182 |
Reported balance
After 2026-04-24 transaction · row 1
1 source rowRow 1 · 2026-04-24 · Grant · Acquired 13,839 · Balance 167,182 F1: Represents an award of restricted stock pursuant to the Issuer's 2017 Stock Plan for Non-Employee Directors (as amended and restated as of April 25, 2025) in connection with Ms. Kelly's service on the Issuer's Board of Directors for the period from April 24, 2026 through (and including) the date of the Issuer's 2027 annual meeting of stockholders. Such shares will vest in full on April 30, 2027 (or, if earlier, the date on which the Issuer's 2027 annual meeting of stockholders is held). |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock pursuant to the Issuer's 2017 Stock Plan for Non-Employee Directors (as amended and restated as of April 25, 2025) in connection with Ms. Kelly's service on the Issuer's Board of Directors for the period from April 24, 2026 through (and including) the date of the Issuer's 2027 annual meeting of stockholders. Such shares will vest in full on April 30, 2027 (or, if earlier, the date on which the Issuer's 2027 annual meeting of stockholders is held).
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
REALTY INCOME CORP
Report date December 31, 2023 · Filed January 03, 2024
Section 16 reporting ended · disclosed 2024-01-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,822 |
Reported balance
After 2023-12-31 transaction · row 1
1 source rowRow 1 · 2023-12-31 · Tax withholding · Disposed 1,269 · Balance 28,822 F1: This amount represents shares automatically withheld upon the vesting of 2,372 performance shares on December 31, 2023 and is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority. These performance shares were previously reported as a result of the Company having met certain performance criteria pursuant to the reporting person's grant on November 15, 2021. F2: Reflects the closing sale price of the Issuer's common stock as reported on the New York Stock Exchange on December 29, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: This amount represents shares automatically withheld upon the vesting of 2,372 performance shares on December 31, 2023 and is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority. These performance shares were previously reported as a result of the Company having met certain performance criteria pursuant to the reporting person's grant on November 15, 2021.
F2: Reflects the closing sale price of the Issuer's common stock as reported on the New York Stock Exchange on December 29, 2023.
TIER REIT INC
Report date June 14, 2019 · Filed June 14, 2019
Section 16 reporting ended · disclosed 2019-06-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-06-14 transaction · row 1
1 source rowRow 1 · 2019-06-14 · Disposition to issuer · Disposed 3,120 · Balance 0 F1: Pursuant to the agreement and plan of merger, dated as of March 25, 2019 (as amended or supplemented from time to time, the "Merger Agreement"), by and among TIER REIT, Inc. ("TIER"), Cousins Properties Incorporated ("Cousins") and Murphy Subsidiary Holdings Corporation ("Murphy Sub"), on June 14, 2019, TIER merged with and into Murphy Sub, with Murphy Sub surviving the merger (the "Merger"). As a result of the Merger, immediately prior to the effective time of the Merger, each award of restricted shares of TIER common stock, par value $0.0001 per share ("TIER Common Stock"), outstanding became fully vested in accordance with the terms of the TIER REIT Inc. 2015 Equity Incentive Plan, the award agreement evidencing the grant of such restricted shares of TIER Common Stock or other agreement or document evidencing such grant. F2: Pursuant to the Merger Agreement, each outstanding share of TIER common stock held by the reporting person was automatically converted into the right to receive 2.98 shares of Cousins common stock, par value $1.00 per share ("Cousins Common Stock"), subject to any withholding required under applicable tax law, plus cash in lieu of any fractional shares of Cousins Common Stock. On June 13, 2019, the closing price of TIER Common Stock was $28.58 and the closing price of Cousins Common Stock was $9.61. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the agreement and plan of merger, dated as of March 25, 2019 (as amended or supplemented from time to time, the "Merger Agreement"), by and among TIER REIT, Inc. ("TIER"), Cousins Properties Incorporated ("Cousins") and Murphy Subsidiary Holdings Corporation ("Murphy Sub"), on June 14, 2019, TIER merged with and into Murphy Sub, with Murphy Sub surviving the merger (the "Merger"). As a result of the Merger, immediately prior to the effective time of the Merger, each award of restricted shares of TIER common stock, par value $0.0001 per share ("TIER Common Stock"), outstanding became fully vested in accordance with the terms of the TIER REIT Inc. 2015 Equity Incentive Plan, the award agreement evidencing the grant of such restricted shares of TIER Common Stock or other agreement or document evidencing such grant.
F2: Pursuant to the Merger Agreement, each outstanding share of TIER common stock held by the reporting person was automatically converted into the right to receive 2.98 shares of Cousins common stock, par value $1.00 per share ("Cousins Common Stock"), subject to any withholding required under applicable tax law, plus cash in lieu of any fractional shares of Cousins Common Stock. On June 13, 2019, the closing price of TIER Common Stock was $28.58 and the closing price of Cousins Common Stock was $9.61.
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 |
|---|---|---|---|---|---|---|
| February 25, 2017 Filed Mar 1, 2017 00:41 UTC | JONES LANG LASALLE INC JLL · Entity 3326 | Exercise / conversionRestricted Stock Units · Derivative | 610 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-009008 · form4.xml · derivative · entry 5 Kelly Christie B. · CIK 0001457703 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 610 Underlying: Common Stock · 610 shares Expires 2019-02-25 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 into in an equal number of shares of common stock. F2 · derivative.exercise_date: On February 25, 2014, the reporting person was granted 1220.00 restricted stock units vesting with respect to one-half of the shares on each of February 25, 2017 and February 25, 2019. F2 · derivative.expiration_date: On February 25, 2014, the reporting person was granted 1220.00 restricted stock units vesting with respect to one-half of the shares on each of February 25, 2017 and February 25, 2019. Read SEC document |
| February 25, 2017 Filed Mar 1, 2017 00:41 UTC | JONES LANG LASALLE INC JLL · Entity 3326 | Tax withholdingCommon Stock | 375 | $113.93 | $42,723.75 |
DisclosureSEC source: 0001127602-17-009008 · form4.xml · nonDerivative · entry 4 Kelly Christie B. · CIK 0001457703 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,599 Read SEC document |
| February 25, 2017 Filed Mar 1, 2017 00:41 UTC | JONES LANG LASALLE INC JLL · Entity 3326 | Exercise / conversionCommon Stock | 1,220 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-009008 · form4.xml · nonDerivative · entry 3 Kelly Christie B. · CIK 0001457703 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,974 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 |
| February 25, 2017 Filed Mar 1, 2017 00:41 UTC | JONES LANG LASALLE INC JLL · Entity 3326 | Tax withholdingCommon Stock | 187 | $113.93 | $21,304.91 |
DisclosureSEC source: 0001127602-17-009008 · form4.xml · nonDerivative · entry 2 Kelly Christie B. · CIK 0001457703 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,022 Read SEC document |
| February 25, 2017 Filed Mar 1, 2017 00:41 UTC | JONES LANG LASALLE INC JLL · Entity 3326 | Exercise / conversionCommon Stock | 610 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-009008 · form4.xml · nonDerivative · entry 1 Kelly Christie B. · CIK 0001457703 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,209 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 |
| February 24, 2017 Filed Feb 27, 2017 23:22 UTC | Park Hotels & Resorts Inc. PK · Entity 4218 | GrantCommon Stock | 2,734 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-001490 · marketforms-38052.xml · nonDerivative · entry 1 Kelly Christie B. · CIK 0001457703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,734 F1 · shares: Represents an award of restricted stock pursuant to the Issuer's 2017 Stock Plan for Non-Employee Directors, which shares will vest in full on July 28, 2017. Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 21:22 UTC | JONES LANG LASALLE INC JLL · Entity 3326 | Exercise / conversionRestricted Stock Units · Derivative | 4,859 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008901 · form4.xml · derivative · entry 3 Kelly Christie B. · CIK 0001457703 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,717 Underlying: Common Stock · 4,859 shares Expires 2019-02-24 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 into in an equal number of shares of common stock. F2 · derivative.exercise_date: On February 24, 2016, the reporting person was granted 14576.00 restricted stock units vesting with respect to one-third of the shares on each of February 24, 2017, February 24, 2018 and February 24, 2019. F2 · derivative.expiration_date: On February 24, 2016, the reporting person was granted 14576.00 restricted stock units vesting with respect to one-third of the shares on each of February 24, 2017, February 24, 2018 and February 24, 2019. Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 21:22 UTC | JONES LANG LASALLE INC JLL · Entity 3326 | Tax withholdingCommon Stock | 1,526 | $115.62 | $176,436.12 |
DisclosureSEC source: 0001127602-17-008901 · form4.xml · nonDerivative · entry 2 Kelly Christie B. · CIK 0001457703 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,754 Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 21:22 UTC | JONES LANG LASALLE INC JLL · Entity 3326 | Exercise / conversionCommon Stock | 4,859 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008901 · form4.xml · nonDerivative · entry 1 Kelly Christie B. · CIK 0001457703 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,280 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 |
| February 22, 2017 Filed Feb 24, 2017 21:07 UTC | JONES LANG LASALLE INC JLL · Entity 3326 | GrantRestricted Stock Units · Derivative | 10,178 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008208 · form4.xml · derivative · entry 1 Kelly Christie B. · CIK 0001457703 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,178 Underlying: Common Stock · 10,178 shares Expires 2020-02-22 F1 · kind: On February 22, 2017, the reporting person was granted 10178.00 restricted stock units vesting with respect to one-third of the shares on each of February 22, 2018, February 22, 2019 and February 22, 2020. 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.