Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FEDERAL REALTY INVESTMENT TRUSTFRT · Entity 3517 | Director · CEO & President | June 03, 2026 | June 03, 2026 |
| Healthcare Realty Trust IncHR · Entity 3726 | Director | May 19, 2026 | May 20, 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.
FEDERAL REALTY INVESTMENT TRUST
Report date June 03, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 132,042 |
Reported balance
After 2026-06-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-03 · Gift · Disposed 37,038 · Balance 132,042 F1: In connection with estate planning, Mr. Wood gifted 37,038 shares he owns directly to his revocable trust and as sole trustee and beneficiary of that trust, retains sole control of these shares. |
| Common Shares of Beneficial InterestSEC Table I · non-derivative | IndirectBy Donald C. Wood Revocable Trust | 290,300 |
Reported balance
After 2026-06-03 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-06-03 · Gift · Acquired 37,038 · Balance 290,300 F1: In connection with estate planning, Mr. Wood gifted 37,038 shares he owns directly to his revocable trust and as sole trustee and beneficiary of that trust, retains sole control of these shares. |
Filing footnotes · ownership attribution and instrument terms
F1: In connection with estate planning, Mr. Wood gifted 37,038 shares he owns directly to his revocable trust and as sole trustee and beneficiary of that trust, retains sole control of these shares.
Healthcare Realty Trust Inc
Report date May 19, 2026 · Filed May 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,601 |
Reported balance
After 2026-05-19 transaction · row 1
1 source rowRow 1 · 2026-05-19 · Grant · Acquired 6,683 · Balance 21,601 |
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
POST PROPERTIES INC
Report date November 30, 2016 · Filed November 30, 2016
Section 16 reporting ended · disclosed 2016-11-30. 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 2016-11-30 transaction · row 1
1 source rowRow 1 · 2016-11-30 · Disposition to issuer · Disposed 13,968.0689 · Balance 0 F1: As of November 30, 2016, Issuer was acquired by Mid-America Apartment Communities, Inc. ("MAA") pursuant to a merger agreement dated August 15, 2016 (Merger Agreement"), as described in the Issuer/MAA Joint Proxy Statement dated September 30, 2016 and filed by MAA with the SEC on that date (the "Merger"). Each outstanding share of Issuer Common Stock was converted into .71 shares of MAA Common Stock ("Exchange Ratio") with cash paid for fractional shares. All dispositions by Reporting Person in the Merger were approved in advance by Issuer's Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: As of November 30, 2016, Issuer was acquired by Mid-America Apartment Communities, Inc. ("MAA") pursuant to a merger agreement dated August 15, 2016 (Merger Agreement"), as described in the Issuer/MAA Joint Proxy Statement dated September 30, 2016 and filed by MAA with the SEC on that date (the "Merger"). Each outstanding share of Issuer Common Stock was converted into .71 shares of MAA Common Stock ("Exchange Ratio") with cash paid for fractional shares. All dispositions by Reporting Person in the Merger were approved in advance by Issuer's Board of Directors.
QUALITY CARE PROPERTIES, INC.
Report date July 26, 2018 · Filed July 27, 2018
Section 16 reporting ended · disclosed 2018-07-27. 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 2018-07-26 transaction · row 1
1 source rowRow 1 · 2018-07-26 · Disposition to issuer · Disposed 1,568 · Balance 0 F1: Upon the July 26, 2018 closing of the merger (the "Merger") of Quality Care Properties, Inc. ("QCP") with and into Welltower Inc. ("Welltower") in which Welltower acquired all of the outstanding capital stock of QCP, each outstanding share of QCP common stock was converted into the right to receive $20.75 in cash (without interest). |
| Deferred Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2018-07-26 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-07-26 · Disposition to issuer · Disposed 18,505 · Balance 0 F2: Each deferred stock unit represents the right to receive, at settlement, one share of common stock of QCP. F3: Upon the closing of the Merger, each outstanding QCP deferred stock unit award fully vested and was converted into the right to receive $20.75 in respect of each share underlying the deferred stock unit award. |
Filing footnotes · ownership attribution and instrument terms
F1: Upon the July 26, 2018 closing of the merger (the "Merger") of Quality Care Properties, Inc. ("QCP") with and into Welltower Inc. ("Welltower") in which Welltower acquired all of the outstanding capital stock of QCP, each outstanding share of QCP common stock was converted into the right to receive $20.75 in cash (without interest).
F2: Each deferred stock unit represents the right to receive, at settlement, one share of common stock of QCP.
F3: Upon the closing of the Merger, each outstanding QCP deferred stock unit award fully vested and was converted into the right to receive $20.75 in respect of each share underlying the deferred stock unit award.
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 14, 2023 Filed Feb 14, 2023 22:21 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | SaleCommon Shares of Beneficial Interest | 1,891 | $112.21 | $212,195.73 |
DisclosureSEC source: 0000034903-23-000037 · wf-form4_167641324539247.xml · nonDerivative · entry 3 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Donald C. Wood Revocable Trust Disclosed balance after: 198,819 F3 · kind: The price reported represents the weighted average sale price of the shares disposed of. The actual sale prices ranged from $112.06 to $112.28. The Reporting Person has provided to the Issuer, and hereby undertakes to provide upon request by the U.S. Securities and Exchange Commission staff or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 13, 2023 Filed Feb 14, 2023 22:21 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | SaleCommon Shares of Beneficial Interest | 10,000 | $111.24 | $1,112,352.00 |
DisclosureSEC source: 0000034903-23-000037 · wf-form4_167641324539247.xml · nonDerivative · entry 2 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Donald C. Wood Revocable Trust Disclosed balance after: 200,710 F2 · kind: The price reported represents the weighted average sale price of the shares disposed of. The actual sale prices ranged from $111.00 to $111.60. The Reporting Person has provided to the Issuer, and hereby undertakes to provide upon request by the U.S. Securities and Exchange Commission staff or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 12, 2023 Filed Feb 14, 2023 22:21 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | Tax withholdingCommon Shares of Beneficial Interest | 22,764 | $109.97 | $2,503,357.08 |
DisclosureSEC source: 0000034903-23-000037 · wf-form4_167641324539247.xml · nonDerivative · entry 1 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,067 F1 · kind: Reflects common shares surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted shares. Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 13:53 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GrantCommon Shares of Beneficial Interest | 59,082 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-23-000028 · wf-form4_167595080312380.xml · nonDerivative · entry 3 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,831 Read SEC document |
| May 17, 2022 Filed Feb 9, 2023 13:53 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GiftCommon Shares of Beneficial Interest | 27,142 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-23-000028 · wf-form4_167595080312380.xml · nonDerivative · entry 2 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Donald C. Wood Revocable Trust Disclosed balance after: 210,710 F1 · kind: Gift of shares into a trust controlled by Mr. Wood as trustee for the sole benefit of Mr. Wood. Read SEC document |
| May 17, 2022 Filed Feb 9, 2023 13:53 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GiftCommon Shares of Beneficial Interest | 27,142 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-23-000028 · wf-form4_167595080312380.xml · nonDerivative · entry 1 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,749 F1 · kind: Gift of shares into a trust controlled by Mr. Wood as trustee for the sole benefit of Mr. Wood. Read SEC document |
| February 12, 2022 Filed Feb 15, 2022 21:09 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | Tax withholdingCommon Shares of Beneficial Interest | 20,019 | $120.23 | $2,406,884.37 |
DisclosureSEC source: 0000034903-22-000037 · wf-form4_164495936822324.xml · nonDerivative · entry 1 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,891 Read SEC document |
| February 09, 2022 Filed Feb 11, 2022 21:14 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GrantCommon Shares of Beneficial Interest | 51,185 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-22-000034 · wf-form4_164461401796769.xml · nonDerivative · entry 1 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 387,357 F1 · balance_after: Shares owned indirectly by wife: 53,879. Read SEC document |
| March 22, 2021 Filed Feb 11, 2022 21:14 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GiftCommon Shares of Beneficial Interest | 53,879 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-22-000034 · wf-form4_164461401796769.xml · nonDerivative · entry 5 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stacey Wood Revocable Trust Disclosed balance after: 53,879 F4 · shares: These shares were owned indirectly by Mr. Wood's wife and gifted to the Stacey Wood Revocable Trust as part of estate planning. Mr. Wood's wife retains sole control over these shares. Read SEC document |
| March 22, 2021 Filed Feb 11, 2022 21:14 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GiftCommon Shares of Beneficial Interest | 53,879 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-22-000034 · wf-form4_164461401796769.xml · nonDerivative · entry 4 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,910 F3 · shares: These shares were owned indirctly by Mr. Wood's wife. Read SEC document |
| March 20, 2021 Filed Feb 11, 2022 21:14 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GiftCommon Shares of Beneficial Interest | 183,568 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-22-000034 · wf-form4_164461401796769.xml · nonDerivative · entry 3 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Donald C. Wood Revocable Trust Disclosed balance after: 183,568 F2 · shares: Shares were gifted to the Donald C. Wood Revocable Trust as part of estate planning. Mr. Wood retains sole control over these shares. Read SEC document |
| March 20, 2021 Filed Feb 11, 2022 21:14 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GiftCommon Shares of Beneficial Interest | 183,568 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-22-000034 · wf-form4_164461401796769.xml · nonDerivative · entry 2 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,789 F1 · balance_after: Shares owned indirectly by wife: 53,879. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 13:45 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | Tax withholdingCommon Shares of Beneficial Interest | 18,999 | $101.98 | $1,937,518.02 |
DisclosureSEC source: 0000034903-21-000041 · wf-form4_161356949144969.xml · nonDerivative · entry 1 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336,172 F1 · balance_after: Shares owned indirectly by wife: 53,879. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 21:26 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GrantCommon Shares of Beneficial Interest | 54,440 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-21-000037 · wf-form4_161316515878900.xml · nonDerivative · entry 1 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 415,171 F1 · balance_after: Shares owned indirectly by wife: 53,879. Read SEC document |
| August 10, 2020 Filed Feb 12, 2021 21:26 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GiftCommon Shares of Beneficial Interest | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-21-000037 · wf-form4_161316515878900.xml · nonDerivative · entry 3 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IJKR II, LLC Disclosed balance after: 60,000 Read SEC document |
| August 10, 2020 Filed Feb 12, 2021 21:26 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GiftCommon Shares of Beneficial Interest | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-21-000037 · wf-form4_161316515878900.xml · nonDerivative · entry 2 WOOD DONALD C · CIK 0001189906 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355,171 F2 · shares: Shares gifted to Stacey Wood Revocable Trust and Stacey Wood Revocable Trust then gifted to IJKR II, LLC. F1 · balance_after: Shares owned indirectly by wife: 53,879. Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 21:04 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | Tax withholdingCommon shares of beneficial interest | 19,409 | $123.84 | $2,403,610.56 |
DisclosureSEC source: 0001189906-20-000002 · edgar.xml · nonDerivative · entry 1 WOOD DONALD C · CIK 0001189906 · Director · Trustee, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 360,731 F1 · balance_after: Shares owned indirectly by wife: 53,879. Read SEC document |
| February 04, 2020 Filed Feb 6, 2020 21:07 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GrantCommon shares of beneficial interest | 45,812 | $0.00 | $0.00 |
DisclosureSEC source: 0001189906-20-000001 · edgar.xml · nonDerivative · entry 1 WOOD DONALD C · CIK 0001189906 · Director · Trustee, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 446,640 F1 · balance_after: Shares owned indirectly by wife: 53,879. Read SEC document |
| September 18, 2019 Filed Feb 6, 2020 21:07 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GiftCommon shares of beneficial interest | 46,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001189906-20-000001 · edgar.xml · nonDerivative · entry 5 WOOD DONALD C · CIK 0001189906 · Director · Trustee, President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Wood Descendants Trust Disclosed balance after: 46,500 Read SEC document |
| September 18, 2019 Filed Feb 6, 2020 21:07 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GiftCommon shares of beneficial interest | 46,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001189906-20-000001 · edgar.xml · nonDerivative · entry 4 WOOD DONALD C · CIK 0001189906 · Director · Trustee, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 380,140 F3 · shares: Shares gifted to Wood Descendants Trust. F1 · balance_after: Shares owned indirectly by wife: 53,879. Read SEC document |
| September 18, 2019 Filed Feb 6, 2020 21:07 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GiftCommon shares of beneficial interest | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001189906-20-000001 · edgar.xml · nonDerivative · entry 3 WOOD DONALD C · CIK 0001189906 · Director · Trustee, President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Great Falls Trust Disclosed balance after: 20,000 Read SEC document |
| September 18, 2019 Filed Feb 6, 2020 21:07 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GiftCommon shares of beneficial interest | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001189906-20-000001 · edgar.xml · nonDerivative · entry 2 WOOD DONALD C · CIK 0001189906 · Director · Trustee, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 426,640 F2 · shares: Shares gifted to wife and wife gifted to Great Falls Trust. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 21:41 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | Tax withholdingCommon shares of beneficial interest | 20,676 | $135.08 | $2,792,914.08 |
DisclosureSEC source: 0001189906-19-000002 · edgar.xml · nonDerivative · entry 1 WOOD DONALD C · CIK 0001189906 · Director · Trustee, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,828 F1 · balance_after: Shares owned indirectly by wife: 53,879. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 21:04 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GrantCommon shares of beneficial interest | 41,231 | $0.00 | $0.00 |
DisclosureSEC source: 0001189906-19-000001 · edgar.xml · nonDerivative · entry 1 WOOD DONALD C · CIK 0001189906 · Director · Trustee, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 421,504 F1 · balance_after: Shares owned indirectly by wife: 53,879. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 13:51 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | Exercise / conversionEmployee stock option · Derivative | 12,210 | $0.00 Strike: $43.48 | $0.00 |
DisclosureSEC source: 0001189906-18-000007 · edgar.xml · derivative · entry 19 WOOD DONALD C · CIK 0001189906 · Director · Trustee, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common shares of beneficial interest · 12,210 shares Expires 2019-02-17 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 |
| December 03, 2018 Filed Dec 6, 2018 13:51 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | SaleCommon shares of beneficial interest | 600 | $132.56 | $79,536.00 |
DisclosureSEC source: 0001189906-18-000007 · edgar.xml · nonDerivative · entry 18 WOOD DONALD C · CIK 0001189906 · Director · Trustee, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 380,273 F1 · balance_after: Shares owned indirectly by wife: 53,879. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 13:51 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | SaleCommon shares of beneficial interest | 215 | $132.52 | $28,491.80 |
DisclosureSEC source: 0001189906-18-000007 · edgar.xml · nonDerivative · entry 17 WOOD DONALD C · CIK 0001189906 · Director · Trustee, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 380,873 F1 · balance_after: Shares owned indirectly by wife: 53,879. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 13:51 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | SaleCommon shares of beneficial interest | 100 | $132.51 | $13,251.00 |
DisclosureSEC source: 0001189906-18-000007 · edgar.xml · nonDerivative · entry 16 WOOD DONALD C · CIK 0001189906 · Director · Trustee, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 381,088 F1 · balance_after: Shares owned indirectly by wife: 53,879. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 13:51 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | SaleCommon shares of beneficial interest | 500 | $132.50 | $66,250.00 |
DisclosureSEC source: 0001189906-18-000007 · edgar.xml · nonDerivative · entry 15 WOOD DONALD C · CIK 0001189906 · Director · Trustee, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 381,188 F1 · balance_after: Shares owned indirectly by wife: 53,879. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 13:51 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | SaleCommon shares of beneficial interest | 100 | $132.47 | $13,247.00 |
DisclosureSEC source: 0001189906-18-000007 · edgar.xml · nonDerivative · entry 14 WOOD DONALD C · CIK 0001189906 · Director · Trustee, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 381,688 F1 · balance_after: Shares owned indirectly by wife: 53,879. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 13:51 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | SaleCommon shares of beneficial interest | 400 | $132.46 | $52,984.00 |
DisclosureSEC source: 0001189906-18-000007 · edgar.xml · nonDerivative · entry 13 WOOD DONALD C · CIK 0001189906 · Director · Trustee, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 381,788 F1 · balance_after: Shares owned indirectly by wife: 53,879. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 13:51 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | SaleCommon shares of beneficial interest | 300 | $132.45 | $39,735.00 |
DisclosureSEC source: 0001189906-18-000007 · edgar.xml · nonDerivative · entry 12 WOOD DONALD C · CIK 0001189906 · Director · Trustee, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 382,188 F1 · balance_after: Shares owned indirectly by wife: 53,879. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 13:51 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | SaleCommon shares of beneficial interest | 6,800 | $132.44 | $900,592.00 |
DisclosureSEC source: 0001189906-18-000007 · edgar.xml · nonDerivative · entry 11 WOOD DONALD C · CIK 0001189906 · Director · Trustee, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 382,488 F1 · balance_after: Shares owned indirectly by wife: 53,879. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 13:51 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | SaleCommon shares of beneficial interest | 200 | $132.43 | $26,486.00 |
DisclosureSEC source: 0001189906-18-000007 · edgar.xml · nonDerivative · entry 10 WOOD DONALD C · CIK 0001189906 · Director · Trustee, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 389,288 F1 · balance_after: Shares owned indirectly by wife: 53,879. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 13:51 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | SaleCommon shares of beneficial interest | 300 | $132.42 | $39,726.00 |
DisclosureSEC source: 0001189906-18-000007 · edgar.xml · nonDerivative · entry 9 WOOD DONALD C · CIK 0001189906 · Director · Trustee, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 389,488 F1 · balance_after: Shares owned indirectly by wife: 53,879. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 13:51 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | SaleCommon shares of beneficial interest | 320 | $132.41 | $42,371.20 |
DisclosureSEC source: 0001189906-18-000007 · edgar.xml · nonDerivative · entry 8 WOOD DONALD C · CIK 0001189906 · Director · Trustee, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 389,788 F1 · balance_after: Shares owned indirectly by wife: 53,879. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 13:51 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | SaleCommon shares of beneficial interest | 175 | $132.40 | $23,170.00 |
DisclosureSEC source: 0001189906-18-000007 · edgar.xml · nonDerivative · entry 7 WOOD DONALD C · CIK 0001189906 · Director · Trustee, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 390,108 F1 · balance_after: Shares owned indirectly by wife: 53,879. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 13:51 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | SaleCommon shares of beneficial interest | 200 | $132.38 | $26,476.00 |
DisclosureSEC source: 0001189906-18-000007 · edgar.xml · nonDerivative · entry 6 WOOD DONALD C · CIK 0001189906 · Director · Trustee, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 390,283 F1 · balance_after: Shares owned indirectly by wife: 53,879. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 13:51 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | SaleCommon shares of beneficial interest | 350 | $132.37 | $46,329.50 |
DisclosureSEC source: 0001189906-18-000007 · edgar.xml · nonDerivative · entry 5 WOOD DONALD C · CIK 0001189906 · Director · Trustee, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 390,483 F1 · balance_after: Shares owned indirectly by wife: 53,879. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 13:51 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | SaleCommon shares of beneficial interest | 150 | $132.36 | $19,854.00 |
DisclosureSEC source: 0001189906-18-000007 · edgar.xml · nonDerivative · entry 4 WOOD DONALD C · CIK 0001189906 · Director · Trustee, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 390,833 F1 · balance_after: Shares owned indirectly by wife: 53,879. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 13:51 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | SaleCommon shares of beneficial interest | 600 | $132.35 | $79,410.00 |
DisclosureSEC source: 0001189906-18-000007 · edgar.xml · nonDerivative · entry 3 WOOD DONALD C · CIK 0001189906 · Director · Trustee, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 390,983 F1 · balance_after: Shares owned indirectly by wife: 53,879. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 13:51 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | SaleCommon shares of beneficial interest | 900 | $132.34 | $119,106.00 |
DisclosureSEC source: 0001189906-18-000007 · edgar.xml · nonDerivative · entry 2 WOOD DONALD C · CIK 0001189906 · Director · Trustee, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 391,583 F1 · balance_after: Shares owned indirectly by wife: 53,879. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 13:51 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | Exercise / conversionCommon shares of beneficial interest | 12,210 | $43.48 | $530,890.80 |
DisclosureSEC source: 0001189906-18-000007 · edgar.xml · nonDerivative · entry 1 WOOD DONALD C · CIK 0001189906 · Director · Trustee, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 392,483 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 · balance_after: Shares owned indirectly by wife: 53,879. Read SEC document |
| July 26, 2018 Filed Jul 27, 2018 17:02 UTC | QUALITY CARE PROPERTIES, INC. QCP · Entity 164714 | Disposition to issuerDeferred Stock Unit · Derivative | 18,505 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001104659-18-047753 · a4.xml · derivative · entry 2 WOOD DONALD C · CIK 0001189906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,505 shares Expires not disclosed F2 · derivative.exercise_price: Each deferred stock unit represents the right to receive, at settlement, one share of common stock of QCP. F3 · kind: Upon the closing of the Merger, each outstanding QCP deferred stock unit award fully vested and was converted into the right to receive $20.75 in respect of each share underlying the deferred stock unit award. F3 · price: Upon the closing of the Merger, each outstanding QCP deferred stock unit award fully vested and was converted into the right to receive $20.75 in respect of each share underlying the deferred stock unit award. F3 · derivative.exercise_date: Upon the closing of the Merger, each outstanding QCP deferred stock unit award fully vested and was converted into the right to receive $20.75 in respect of each share underlying the deferred stock unit award. F3 · derivative.expiration_date: Upon the closing of the Merger, each outstanding QCP deferred stock unit award fully vested and was converted into the right to receive $20.75 in respect of each share underlying the deferred stock unit award. Read SEC document |
| July 26, 2018 Filed Jul 27, 2018 17:02 UTC | QUALITY CARE PROPERTIES, INC. QCP · Entity 164714 | Disposition to issuerCommon Stock | 1,568 | $20.75 | $32,536.00 |
DisclosureSEC source: 0001104659-18-047753 · a4.xml · nonDerivative · entry 1 WOOD DONALD C · CIK 0001189906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Upon the July 26, 2018 closing of the merger (the "Merger") of Quality Care Properties, Inc. ("QCP") with and into Welltower Inc. ("Welltower") in which Welltower acquired all of the outstanding capital stock of QCP, each outstanding share of QCP common stock was converted into the right to receive $20.75 in cash (without interest). Read SEC document |
| June 30, 2018 Filed Jul 2, 2018 17:00 UTC | QUALITY CARE PROPERTIES, INC. QCP · Entity 164714 | GrantDeferred Stock Unit · Derivative | 1,162 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-18-043571 · a4.xml · derivative · entry 1 WOOD DONALD C · CIK 0001189906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,505 Underlying: Common Stock · 1,162 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Stock Unit ("DSU") represents a right to receive one share of the common stock of Quality Care Properties, Inc. (the "Company"). F2 · shares: The reporting person has received an exempt award of 1,162 DSUs under the Company's 2016 Performance Incentive Plan, as amended and/or restated from time to time (the "Plan"), in connection with the reporting person's election to receive his quarterly cash retainer for services as a non-employee director on the Company's Board of Directors in shares of the Company's common stock and the deferral of the payment of such shares. DSUs represent a right to receive shares of the Company's common stock upon termination of service as a director of the Company, a change in control of the Company or the director's death. The number of DSUs granted is equal to the quotient of (A) the dollar value of the portion of such fees for which a deferral election was available and made, divided by (B) the Company's closing stock price on the last trading day prior to the date of grant rounded down to the nearest whole number. All DSUs are immediately vested. F2 · price: The reporting person has received an exempt award of 1,162 DSUs under the Company's 2016 Performance Incentive Plan, as amended and/or restated from time to time (the "Plan"), in connection with the reporting person's election to receive his quarterly cash retainer for services as a non-employee director on the Company's Board of Directors in shares of the Company's common stock and the deferral of the payment of such shares. DSUs represent a right to receive shares of the Company's common stock upon termination of service as a director of the Company, a change in control of the Company or the director's death. The number of DSUs granted is equal to the quotient of (A) the dollar value of the portion of such fees for which a deferral election was available and made, divided by (B) the Company's closing stock price on the last trading day prior to the date of grant rounded down to the nearest whole number. All DSUs are immediately vested. F2 · derivative.exercise_date: The reporting person has received an exempt award of 1,162 DSUs under the Company's 2016 Performance Incentive Plan, as amended and/or restated from time to time (the "Plan"), in connection with the reporting person's election to receive his quarterly cash retainer for services as a non-employee director on the Company's Board of Directors in shares of the Company's common stock and the deferral of the payment of such shares. DSUs represent a right to receive shares of the Company's common stock upon termination of service as a director of the Company, a change in control of the Company or the director's death. The number of DSUs granted is equal to the quotient of (A) the dollar value of the portion of such fees for which a deferral election was available and made, divided by (B) the Company's closing stock price on the last trading day prior to the date of grant rounded down to the nearest whole number. All DSUs are immediately vested. F2 · derivative.expiration_date: The reporting person has received an exempt award of 1,162 DSUs under the Company's 2016 Performance Incentive Plan, as amended and/or restated from time to time (the "Plan"), in connection with the reporting person's election to receive his quarterly cash retainer for services as a non-employee director on the Company's Board of Directors in shares of the Company's common stock and the deferral of the payment of such shares. DSUs represent a right to receive shares of the Company's common stock upon termination of service as a director of the Company, a change in control of the Company or the director's death. The number of DSUs granted is equal to the quotient of (A) the dollar value of the portion of such fees for which a deferral election was available and made, divided by (B) the Company's closing stock price on the last trading day prior to the date of grant rounded down to the nearest whole number. All DSUs are immediately vested. Read SEC document |
| June 07, 2018 Filed Jun 8, 2018 12:43 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | Exercise / conversionEmployee stock option · Derivative | 20,000 | $0.00 Strike: $43.48 | $0.00 |
DisclosureSEC source: 0001189906-18-000006 · edgar.xml · derivative · entry 16 WOOD DONALD C · CIK 0001189906 · Director · Trustee, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,210 Underlying: Common shares of beneficial interest · 20,000 shares Expires 2019-02-17 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_date: 3,252 Shares vested on 2/17/2013 and 16,748 Shares vested on 2/17/2014. Read SEC document |
| June 07, 2018 Filed Jun 8, 2018 12:43 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | SaleCommon shares of beneficial interest | 401 | $121.54 | $48,737.54 |
DisclosureSEC source: 0001189906-18-000006 · edgar.xml · nonDerivative · entry 15 WOOD DONALD C · CIK 0001189906 · Director · Trustee, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 380,273 F1 · balance_after: Shares owned indirectly by wife: 53,879. Read SEC document |
| June 07, 2018 Filed Jun 8, 2018 12:43 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | SaleCommon shares of beneficial interest | 4,745 | $121.50 | $576,517.50 |
DisclosureSEC source: 0001189906-18-000006 · edgar.xml · nonDerivative · entry 14 WOOD DONALD C · CIK 0001189906 · Director · Trustee, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 380,674 F1 · balance_after: Shares owned indirectly by wife: 53,879. Read SEC document |
| June 07, 2018 Filed Jun 8, 2018 12:43 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | SaleCommon shares of beneficial interest | 15 | $121.46 | $1,821.90 |
DisclosureSEC source: 0001189906-18-000006 · edgar.xml · nonDerivative · entry 13 WOOD DONALD C · CIK 0001189906 · Director · Trustee, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 385,419 F1 · balance_after: Shares owned indirectly by wife: 53,879. 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.