Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Industrial Logistics Properties TrustILPT · Entity 5409 | Director | September 16, 2025 | September 18, 2025 |
| RMR GROUP INC.NASDAQ:RMR · Entity 5848 | Director · Managing Dir., Exec. VP, COO | September 17, 2026 | September 21, 2026 |
| Seven Hills Realty TrustSEVN · Entity 6435 | Director | September 17, 2026 | September 18, 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.
Industrial Logistics Properties Trust
Report date September 16, 2025 · Filed September 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 176,902 |
Reported balance
After 2025-09-16 transaction · row 1
1 source rowRow 1 · 2025-09-16 · Tax withholding · Disposed 13,367 · Balance 176,902 F1: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. |
Filing footnotes · ownership attribution and instrument terms
F1: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3.
RMR GROUP INC.
Report date September 17, 2026 · Filed September 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 75,990 |
Reported balance
After 2026-09-17 transaction · row 1
1 source rowRow 1 · 2026-09-17 · Tax withholding · Disposed 6,664 · Balance 75,990 F1: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. |
Filing footnotes · ownership attribution and instrument terms
F1: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3.
Seven Hills Realty Trust
Report date September 17, 2026 · Filed September 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 118,244 |
Reported balance
After 2026-09-17 transaction · row 1
1 source rowRow 1 · 2026-09-17 · Tax withholding · Disposed 8,115 · Balance 118,244 F1: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. |
Filing footnotes · ownership attribution and instrument terms
F1: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Tremont Mortgage Trust
Report date September 30, 2021 · Filed October 04, 2021
Section 16 reporting ended · disclosed 2021-10-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-09-30 transaction · row 1
1 source rowRow 1 · 2021-09-30 · Disposition to issuer · Disposed 16,604 · Balance 0 F1: Disposed of pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of April 26, 2021, by and between Seven Hills Realty Trust ("SEVN") (f/k/a RMR Mortgage Trust) and the Issuer, in exchange for 8,567 SEVN common shares of beneficial interest having a market value of $10.31 per share on the effective date of the merger of the Issuer with and into SEVN, based on the closing price of SEVN's common shares of beneficial interest on such effective date, plus cash in lieu of fractional shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of April 26, 2021, by and between Seven Hills Realty Trust ("SEVN") (f/k/a RMR Mortgage Trust) and the Issuer, in exchange for 8,567 SEVN common shares of beneficial interest having a market value of $10.31 per share on the effective date of the merger of the Issuer with and into SEVN, based on the closing price of SEVN's common shares of beneficial interest on such effective date, plus cash in lieu of fractional shares.
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 |
|---|---|---|---|---|---|---|
| September 17, 2020 Filed Sep 21, 2020 20:32 UTC | RMR GROUP INC. NASDAQ:RMR · Entity 5848 | GrantClass A Common Stock | 5,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-20-106994 · a4.xml · nonDerivative · entry 1 Jordan Matthew P. · CIK 0001657779 · Exec. VP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,201 F1 · price: Transaction reported is grant of shares pursuant to the issuer's equity compensation plan. Read SEC document |
| September 18, 2019 Filed Sep 20, 2019 21:26 UTC | RMR GROUP INC. NASDAQ:RMR · Entity 5848 | GrantClass A Common Stock | 5,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-19-050908 · a4.xml · nonDerivative · entry 1 Jordan Matthew P. · CIK 0001657779 · Exec. VP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,201 F1 · price: Transaction reported is grant of shares pursuant to the issuer's equity compensation plan. Read SEC document |
| September 13, 2018 Filed Sep 17, 2018 21:01 UTC | RMR GROUP INC. NASDAQ:RMR · Entity 5848 | GrantClass A Common Stock | 4,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-18-057261 · a4.xml · nonDerivative · entry 1 Jordan Matthew P. · CIK 0001657779 · Exec. VP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,201 F1 · price: Transaction reported is grant of shares pursuant to the issuer's equity compensation plan. Read SEC document |
| September 14, 2017 Filed Sep 18, 2017 20:45 UTC | RMR GROUP INC. NASDAQ:RMR · Entity 5848 | GrantClass A Common Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-057654 · a4.xml · nonDerivative · entry 1 Jordan Matthew P. · CIK 0001657779 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,201 Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 21:25 UTC | RMR GROUP INC. NASDAQ:RMR · Entity 5848 | GrantClass A Common Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-16-145512 · a4.xml · nonDerivative · entry 1 Jordan Matthew P. · CIK 0001657779 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,201 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.