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Case John

Disclosed activity across 4 companies

Tapewire entity
42524
SEC CIK
0001490409

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
EPR PROPERTIESEPR · Entity 3975DirectorJune 01, 2026June 02, 2026
MID AMERICA APARTMENT COMMUNITIES INC.MAA · Entity 3347DirectorSeptember 22, 2026September 23, 2026
REALTY INCOME CORPO · Entity 3009Director · CEO & DirectorAugust 06, 2018August 06, 2018

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.

EPR PROPERTIES

Report date June 01, 2026 · Filed June 02, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Restricted Share UnitsSEC Table II · derivative / convertible securityDirect19,737 Reported balance After 2026-06-01 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2026-06-01 · Grant · Acquired 2,358 · Balance 19,737

F1: 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.

F2: 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 securityDirect21,702 Reported balance After 2026-06-01 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2026-06-01 · Grant · Acquired 1,965 · Balance 21,702

F3: 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.

F2: 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: 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.

F2: 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.

F3: 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.

MID AMERICA APARTMENT COMMUNITIES INC.

Report date September 22, 2026 · Filed September 23, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Phantom StockSEC Table II · derivative / convertible securityDirect5,895.299 Reported balance After 2026-09-22 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2026-09-22 · Grant · Acquired 54 · Balance 5,895.299

F1: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

Common StockSEC Table I · non-derivativeDirect200 Reported balance Holding disclosure · report date 2026-09-22 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 200

Filing footnotes · ownership attribution and instrument terms

F1: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

REALTY INCOME CORP

Report date August 06, 2018 · Filed August 06, 2018

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect158,961 Reported balance After 2018-08-06 transaction · row 1
1 source row

Row 1 · 2018-08-06 · Sale · Disposed 35,000 · Balance 158,961

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

DUKE REALTY CORP

Report date October 03, 2022 · Filed October 05, 2022

Section 16 reporting ended · disclosed 2022-10-05. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2022-10-03 transaction · row 1
1 source row

Row 1 · 2022-10-03 · Disposition to issuer · Disposed 20,996 · Balance 0

F1: Between February 14, 2022 and October 5, 2022, the Reporting Person acquired 43 shares of DRE common stock through dividend reinvestment.

F2: Disposed of pursuant to merger agreement between issuer and Prologis, Inc. in exchange for 9,973 shares of Prologis, Inc. common stock having a market value of $101.60 per share on the effective date of the merger.

Filing footnotes · ownership attribution and instrument terms

F1: Between February 14, 2022 and October 5, 2022, the Reporting Person acquired 43 shares of DRE common stock through dividend reinvestment.

F2: Disposed of pursuant to merger agreement between issuer and Prologis, Inc. in exchange for 9,973 shares of Prologis, Inc. common stock having a market value of $101.60 per share on the effective date of the merger.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
September 22, 2026 Filed Sep 23, 2026 20:28 UTC MID AMERICA APARTMENT COMMUNITIES INC. MAA · Entity 3347 GrantPhantom Stock · Derivative 54 $119.15 $6,434.10
Disclosure

SEC source: 0000912595-26-000091 · form4.xml · derivative · entry 2

Case John · CIK 0001490409 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,895.299

Underlying: Common Stock · 54 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

Read SEC document
June 01, 2026 Filed Jun 2, 2026 15:03 UTC EPR PROPERTIES EPR · Entity 3975 GrantRestricted Share Units · Derivative 1,965 $0.00 $0.00
Disclosure

SEC source: 0001490409-26-000002 · wk-form4_1780412633.xml · derivative · entry 2

Case John · CIK 0001490409 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,702

Underlying: Common Shares of Beneficial Interest · 1,965 shares

Expires not disclosed

F3 · derivative.exercise_price: 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.

F2 · derivative.exercise_date: 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.

F2 · derivative.expiration_date: 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.

Read SEC document
June 01, 2026 Filed Jun 2, 2026 15:03 UTC EPR PROPERTIES EPR · Entity 3975 GrantRestricted Share Units · Derivative 2,358 $0.00 $0.00
Disclosure

SEC source: 0001490409-26-000002 · wk-form4_1780412633.xml · derivative · entry 1

Case John · CIK 0001490409 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,737

Underlying: Common Shares of Beneficial Interest · 2,358 shares

Expires not disclosed

F1 · derivative.exercise_price: 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.

F2 · derivative.exercise_date: 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.

F2 · derivative.expiration_date: 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.

Read SEC document
May 19, 2026 Filed May 20, 2026 21:03 UTC MID AMERICA APARTMENT COMMUNITIES INC. MAA · Entity 3347 GrantPhantom Stock · Derivative 50 $128.47 $6,423.50
Disclosure

SEC source: 0000912595-26-000079 · form4.xml · derivative · entry 3

Case John · CIK 0001490409 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,774.638

Underlying: Common Stock · 50 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

Read SEC document
May 19, 2026 Filed May 20, 2026 21:03 UTC MID AMERICA APARTMENT COMMUNITIES INC. MAA · Entity 3347 GrantPhantom Stock · Derivative 1,401 $128.47 $179,986.47
Disclosure

SEC source: 0000912595-26-000079 · form4.xml · derivative · entry 2

Case John · CIK 0001490409 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,724.638

Underlying: Common Stock · 1,401 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

Read SEC document
March 17, 2026 Filed Mar 18, 2026 20:29 UTC MID AMERICA APARTMENT COMMUNITIES INC. MAA · Entity 3347 GrantPhantom Stock · Derivative 50 $128.07 $6,403.50
Disclosure

SEC source: 0000912595-26-000044 · form4.xml · derivative · entry 2

Case John · CIK 0001490409 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,272.893

Underlying: Common Stock · 50 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

Read SEC document
December 17, 2025 Filed Dec 18, 2025 21:11 UTC MID AMERICA APARTMENT COMMUNITIES INC. MAA · Entity 3347 GrantPhantom Stock · Derivative 47 $137.09 $6,443.23
Disclosure

SEC source: 0000912595-25-000030 · form4.xml · derivative · entry 2

Case John · CIK 0001490409 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,175.193

Underlying: Common Stock · 47 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

Read SEC document
September 23, 2025 Filed Sep 24, 2025 20:33 UTC MID AMERICA APARTMENT COMMUNITIES INC. MAA · Entity 3347 GrantPhantom Stock · Derivative 46 $141.12 $6,491.52
Disclosure

SEC source: 0000912595-25-000009 · form4.xml · derivative · entry 2

Case John · CIK 0001490409 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,080.178

Underlying: Common Stock · 46 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

Read SEC document
June 02, 2025 Filed Jun 4, 2025 14:19 UTC EPR PROPERTIES EPR · Entity 3975 GrantRestricted Share Units · Derivative 2,024 $0.00 $0.00
Disclosure

SEC source: 0001045450-25-000105 · wk-form4_1749046740.xml · derivative · entry 2

Case John · CIK 0001490409 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,379

Underlying: Common Shares of Beneficial Interest · 2,024 shares

Expires not disclosed

F3 · derivative.exercise_price: Restricted Share Units were issued to Reporting Person in lieu of the Reporting Persons prorated Annual Trustee Retainer fee. Each Restricted Share Unit represents a contingent right to receive one share of Company's Common Shares of Beneficial Interest.

F2 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (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 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.

F2 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (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 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.

Read SEC document
June 02, 2025 Filed Jun 4, 2025 14:19 UTC EPR PROPERTIES EPR · Entity 3975 GrantRestricted Share Units · Derivative 2,506 $0.00 $0.00
Disclosure

SEC source: 0001045450-25-000105 · wk-form4_1749046740.xml · derivative · entry 1

Case John · CIK 0001490409 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,355

Underlying: Common Shares of Beneficial Interest · 2,506 shares

Expires not disclosed

F1 · derivative.exercise_price: 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.

F2 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (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 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.

F2 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (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 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.

Read SEC document
May 20, 2025 Filed May 21, 2025 20:14 UTC MID AMERICA APARTMENT COMMUNITIES INC. MAA · Entity 3347 GrantPhantom Stock · Derivative 1,122 $160.35 $179,912.70
Disclosure

SEC source: 0001127602-25-015174 · form4.xml · derivative · entry 3

Case John · CIK 0001490409 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,992.171

Underlying: Common Stock · 1,122 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

Read SEC document
May 20, 2025 Filed May 21, 2025 20:14 UTC MID AMERICA APARTMENT COMMUNITIES INC. MAA · Entity 3347 GrantPhantom Stock · Derivative 38 $160.35 $6,093.30
Disclosure

SEC source: 0001127602-25-015174 · form4.xml · derivative · entry 2

Case John · CIK 0001490409 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,870.171

Underlying: Common Stock · 38 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

Read SEC document
March 18, 2025 Filed Mar 19, 2025 21:37 UTC MID AMERICA APARTMENT COMMUNITIES INC. MAA · Entity 3347 GrantPhantom Stock · Derivative 37 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-010027 · form4.xml · derivative · entry 2

Case John · CIK 0001490409 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,805.408

Underlying: Common Stock · 37 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

Read SEC document
December 10, 2024 Filed Dec 11, 2024 17:03 UTC MID AMERICA APARTMENT COMMUNITIES INC. MAA · Entity 3347 GrantPhantom Stock · Derivative 38 $158.56 $6,025.28
Disclosure

SEC source: 0001127602-24-029087 · form4.xml · derivative · entry 2

Case John · CIK 0001490409 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,741.183

Underlying: Common Stock · 38 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

Read SEC document
September 24, 2024 Filed Sep 26, 2024 20:15 UTC MID AMERICA APARTMENT COMMUNITIES INC. MAA · Entity 3347 GrantPhantom Stock · Derivative 37 $162.89 $6,026.93
Disclosure

SEC source: 0001127602-24-024488 · form4.xml · derivative · entry 2

Case John · CIK 0001490409 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,677.284

Underlying: Common Stock · 37 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

Read SEC document
May 29, 2024 Filed May 30, 2024 16:40 UTC EPR PROPERTIES EPR · Entity 3975 GrantRestricted Share Units · Derivative 3,142 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000051 · wk-form4_1717087193.xml · derivative · entry 2

Case John · CIK 0001490409 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,849

Underlying: Common Shares of Beneficial Interest · 3,142 shares

Expires not disclosed

F3 · derivative.exercise_price: 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.

F2 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (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 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.

F2 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (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 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.

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May 29, 2024 Filed May 30, 2024 16:40 UTC EPR PROPERTIES EPR · Entity 3975 GrantRestricted Share Units · Derivative 2,538 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000051 · wk-form4_1717087193.xml · derivative · entry 1

Case John · CIK 0001490409 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,707

Underlying: Common Shares of Beneficial Interest · 2,538 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted Share Units were issued to Reporting Person in lieu of the Reporting Persons prorated Annual Trustee Retainer fee. Each Restricted Share Unit represents a contingent right to receive one share of Company's Common Shares of Beneficial Interest.

F2 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (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 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.

F2 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (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 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.

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May 21, 2024 Filed May 22, 2024 21:07 UTC MID AMERICA APARTMENT COMMUNITIES INC. MAA · Entity 3347 GrantPhantom Stock · Derivative 44 $136.50 $6,006.00
Disclosure

SEC source: 0001127602-24-016263 · form4.xml · derivative · entry 3

Case John · CIK 0001490409 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,612.915

Underlying: Common Stock · 44 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

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May 21, 2024 Filed May 22, 2024 21:07 UTC MID AMERICA APARTMENT COMMUNITIES INC. MAA · Entity 3347 GrantPhantom Stock · Derivative 1,245 $136.50 $169,942.50
Disclosure

SEC source: 0001127602-24-016263 · form4.xml · derivative · entry 2

Case John · CIK 0001490409 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,568.915

Underlying: Common Stock · 1,245 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

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March 19, 2024 Filed Mar 20, 2024 20:28 UTC MID AMERICA APARTMENT COMMUNITIES INC. MAA · Entity 3347 GrantPhantom Stock · Derivative 46 $130.40 $5,998.40
Disclosure

SEC source: 0001127602-24-010791 · form4.xml · derivative · entry 2

Case John · CIK 0001490409 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,309.167

Underlying: Common Stock · 46 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

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December 12, 2023 Filed Dec 13, 2023 21:27 UTC MID AMERICA APARTMENT COMMUNITIES INC. MAA · Entity 3347 GrantPhantom Stock · Derivative 47 $127.63 $5,998.61
Disclosure

SEC source: 0001127602-23-029578 · form4.xml · derivative · entry 2

Case John · CIK 0001490409 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,248.722

Underlying: Common Stock · 47 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

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September 12, 2023 Filed Sep 13, 2023 20:43 UTC MID AMERICA APARTMENT COMMUNITIES INC. MAA · Entity 3347 GrantPhantom Stock · Derivative 43 $138.41 $5,951.63
Disclosure

SEC source: 0001127602-23-024095 · form4.xml · derivative · entry 2

Case John · CIK 0001490409 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,187.615

Underlying: Common Stock · 43 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

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May 24, 2023 Filed May 25, 2023 18:29 UTC EPR PROPERTIES EPR · Entity 3975 GrantRestricted Share Units · Derivative 3,164 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000046 · primary_doc.xml · derivative · entry 2

Case John · CIK 0001490409 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,169

Underlying: Common Shares · 3,164 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 share of the Issuer's common shares.

F2 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (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 the Restricted Share Units is the earlier of (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.

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May 24, 2023 Filed May 25, 2023 18:29 UTC EPR PROPERTIES EPR · Entity 3975 GrantRestricted Share Units · Derivative 2,556 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000046 · primary_doc.xml · derivative · entry 1

Case John · CIK 0001490409 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,005

Underlying: Common Shares · 2,556 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted Share Units were issued to Reporting Person in lieu of the Reporting Person's Annual Trustee Retainer fee. Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common.

F2 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (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 the Restricted Share Units is the earlier of (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.

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May 16, 2023 Filed May 17, 2023 20:45 UTC MID AMERICA APARTMENT COMMUNITIES INC. MAA · Entity 3347 GrantPhantom Stock · Derivative 1,094 $148.51 $162,469.94
Disclosure

SEC source: 0001127602-23-015964 · form4.xml · derivative · entry 3

Case John · CIK 0001490409 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,134

Underlying: Common Stock · 1,094 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

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May 16, 2023 Filed May 17, 2023 20:45 UTC MID AMERICA APARTMENT COMMUNITIES INC. MAA · Entity 3347 GrantPhantom Stock · Derivative 40 $148.51 $5,940.40
Disclosure

SEC source: 0001127602-23-015964 · form4.xml · derivative · entry 2

Case John · CIK 0001490409 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40

Underlying: Common Stock · 40 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.

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February 21, 2023 Filed Feb 22, 2023 16:17 UTC EPR PROPERTIES EPR · Entity 3975 GrantRestricted Share Units · Derivative 801 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000015 · primary_doc.xml · derivative · entry 2

Case John · CIK 0001490409 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,449

Underlying: Common Shares · 801 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 share of the Issuer's common shares.

F2 · derivative.exercise_date: Subject to certain expectations, the vesting date for the Restricted Share Units is the earlier of (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 expectations, the vesting date for the Restricted Share Units is the earlier of (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.

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February 21, 2023 Filed Feb 22, 2023 16:17 UTC EPR PROPERTIES EPR · Entity 3975 GrantRestricted Share Units · Derivative 647 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000015 · primary_doc.xml · derivative · entry 1

Case John · CIK 0001490409 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 647

Underlying: Common Shares · 647 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 expectations, the vesting date for the Restricted Share Units is the earlier of (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 expectations, the vesting date for the Restricted Share Units is the earlier of (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.

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October 03, 2022 Filed Oct 5, 2022 12:32 UTC DUKE REALTY CORP DRE · Entity 123280 Disposition to issuerCommon Stock 20,996 Not disclosed Not disclosed
Disclosure

SEC source: 0001062993-22-020486 · form4.xml · nonDerivative · entry 1

Case John · CIK 0001490409 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · shares: Between February 14, 2022 and October 5, 2022, the Reporting Person acquired 43 shares of DRE common stock through dividend reinvestment.

F2 · price: Disposed of pursuant to merger agreement between issuer and Prologis, Inc. in exchange for 9,973 shares of Prologis, Inc. common stock having a market value of $101.60 per share on the effective date of the merger.

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February 10, 2022 Filed Feb 14, 2022 12:03 UTC DUKE REALTY CORP DRE · Entity 123280 GrantCommon Stock 2,592 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-004079 · form4.xml · nonDerivative · entry 1

Case John · CIK 0001490409 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,953

F1 · price: Represents an award of restricted stock units pursuant to Rule 16b-3(d) of Section 16b of the Securities Exchange Act of 1934.

F2 · balance_after: Between February 12, 2021 and February 14, 2022, the Reporting Person acquired 69 shares of DRE common stock through dividend reinvestment.

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February 10, 2021 Filed Feb 12, 2021 10:31 UTC DUKE REALTY CORP DRE · Entity 123280 GrantCommon Stock 3,209 $0.00 $0.00
Disclosure

SEC source: 0001820037-21-000021 · edgar.xml · nonDerivative · entry 1

Case John · CIK 0001490409 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,292

F1 · price: Represents an award of restricted stock units pursuant to Rule 16b-3(d) of Section 16b of the Securities Exchange Act of 1934.

F2 · balance_after: Between February 12, 2020 and February 12, 2021, the Reporting Person acquired 98 shares of DRE common stock through dividend reinvestment.

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February 10, 2020 Filed Feb 12, 2020 14:42 UTC DUKE REALTY CORP DRE · Entity 123280 GrantCommon Stock 3,621 $0.00 $0.00
Disclosure

SEC source: 0001404930-20-000025 · edgar.xml · nonDerivative · entry 1

Case John · CIK 0001490409 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,985

F1 · price: Represents an award of restricted stock units pursuant to Rule 16b-3(d) of Section 16b of the Securities Exchange Act of 1934.

F2 · balance_after: Between February 12, 2019 and February 12, 2020, the Reporting Person acquired 170 shares of DRE common stock through dividend reinvestment.

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February 10, 2019 Filed Feb 12, 2019 12:12 UTC DUKE REALTY CORP DRE · Entity 123280 GrantCommon Stock 4,169 $0.00 $0.00
Disclosure

SEC source: 0001404930-19-000017 · edgar.xml · nonDerivative · entry 1

Case John · CIK 0001490409 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,194

F1 · price: Represents an award of restricted stock units pursuant to Rule 16b-3(d) of Section 16b of the Securities Exchange Act of 1934.

F2 · balance_after: Between February 13, 2018 and February 12, 2019, the Reporting Person acquired 205 shares of DRE common stock through dividend reinvestment.

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August 06, 2018 Filed Aug 6, 2018 21:29 UTC REALTY INCOME CORP O · Entity 3009 SaleCommon Stock 35,000 $57.70 $2,019,500.00
Disclosure

SEC source: 0000726728-18-000089 · edgardoc.xml · nonDerivative · entry 1

Case John · CIK 0001490409 · Director · CEO & Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 158,961

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March 11, 2018 Filed Mar 13, 2018 23:28 UTC REALTY INCOME CORP O · Entity 3009 Tax withholdingCommon Stock 468 $50.87 $23,807.16
Disclosure

SEC source: 0000726728-18-000041 · edgardoc.xml · nonDerivative · entry 1

Case John · CIK 0001490409 · Director · CEO & Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 193,961

F1 · shares: This amount represents shares automatically withheld upon the vesting of 869 restricted shares of common stock on March 11, 2018, which amount 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 for tax withholding.

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February 16, 2018 Filed Feb 22, 2018 01:41 UTC REALTY INCOME CORP O · Entity 3009 Tax withholdingCommon Stock 7,337 $49.96 $366,556.52
Disclosure

SEC source: 0000726728-18-000029 · edgardoc.xml · nonDerivative · entry 3

Case John · CIK 0001490409 · Director · CEO & Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 194,429

F3 · shares: Represents shares automatically withheld upon the issuance of 13,635 shares of common stock on February 16, 2018, which amount 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 for tax withholding.

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February 16, 2018 Filed Feb 22, 2018 01:41 UTC REALTY INCOME CORP O · Entity 3009 GrantCommon Stock 27,270 $0.00 $0.00
Disclosure

SEC source: 0000726728-18-000029 · edgardoc.xml · nonDerivative · entry 2

Case John · CIK 0001490409 · Director · CEO & Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 201,766

F2 · price: Represents shares and units awarded as a result of the Company having met certain performance criteria, pursuant to the reporting person's grant of performance shares on February 9, 2015. Fifty percent were issued as common stock that immediately vested. The remaining fifty percent are units subject to time vesting through January 1, 2019.

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February 16, 2018 Filed Feb 22, 2018 01:41 UTC REALTY INCOME CORP O · Entity 3009 GrantCommon Stock 20,016 $0.00 $0.00
Disclosure

SEC source: 0000726728-18-000029 · edgardoc.xml · nonDerivative · entry 1

Case John · CIK 0001490409 · Director · CEO & Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 174,496

F1 · price: Shares granted through an incentive plan; no consideration was paid. Shares vest over 4 years.

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February 10, 2018 Filed Feb 13, 2018 09:55 UTC DUKE REALTY CORP DRE · Entity 123280 GrantCommon Stock 4,927 $0.00 $0.00
Disclosure

SEC source: 0001404930-18-000015 · edgar.xml · nonDerivative · entry 1

Case John · CIK 0001490409 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,820

F1 · price: Represents an award of restricted stock units pursuant to Rule 16b-3(d) of Section 16b of the Securities Exchange Act of 1934.

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January 31, 2018 Filed Feb 2, 2018 16:20 UTC DUKE REALTY CORP DRE · Entity 123280 GrantCommon Stock 1,893 $0.00 $0.00
Disclosure

SEC source: 0001404930-18-000007 · edgar.xml · nonDerivative · entry 1

Case John · CIK 0001490409 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,893

F1 · price: Represents an award of restricted stock units pursuant to Rule 16b-3(d) of Section 16b of the Securities Exchange Act of 1934.

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January 01, 2018 Filed Jan 4, 2018 00:50 UTC REALTY INCOME CORP O · Entity 3009 Tax withholdingCommon Stock 37,118 $57.02 $2,116,468.36
Disclosure

SEC source: 0000726728-18-000011 · edgardoc.xml · nonDerivative · entry 1

Case John · CIK 0001490409 · Director · CEO & Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 154,480

F1 · shares: This amount represents shares automatically withheld upon the vesting of 65,415 restricted shares and units of common stock on January 1, 2018, which amount 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 for tax withholding.

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December 27, 2017 Filed Dec 29, 2017 20:59 UTC REALTY INCOME CORP O · Entity 3009 GiftCommon Stock 850 $0.00 $0.00
Disclosure

SEC source: 0000726728-17-000101 · edgardoc.xml · nonDerivative · entry 1

Case John · CIK 0001490409 · Director · CEO & Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 191,598

F1 · price: Shares were gifted and no consideration was received.

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November 10, 2017 Filed Nov 15, 2017 02:05 UTC REALTY INCOME CORP O · Entity 3009 Tax withholdingCommon Stock 2,603 $56.27 $146,470.81
Disclosure

SEC source: 0000726728-17-000096 · edgardoc.xml · nonDerivative · entry 1

Case John · CIK 0001490409 · Director · CEO & Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 192,448

F1 · shares: This amount represents shares automatically withheld upon the vesting of 4,605 restricted shares of common stock on November 10, 2017, which amount 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 for tax withholding.

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March 20, 2017 Filed Mar 22, 2017 21:57 UTC REALTY INCOME CORP O · Entity 3009 SaleCommon Stock 28,000 $59.78 $1,673,840.00
Disclosure

SEC source: 0000726728-17-000046 · edgardoc.xml · nonDerivative · entry 1

Case John · CIK 0001490409 · Director · CEO & Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 195,051

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February 14, 2017 Filed Feb 17, 2017 00:35 UTC REALTY INCOME CORP O · Entity 3009 Tax withholdingCommon Stock 9,102 $60.78 $553,219.56
Disclosure

SEC source: 0000726728-17-000031 · edgardoc.xml · nonDerivative · entry 3

Case John · CIK 0001490409 · Director · CEO & Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 223,051

F3 · shares: Represents shares automatically withheld upon the issuance of 16,119 shares of common stock on February 14, 2017, which amount 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 for tax withholding.

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February 14, 2017 Filed Feb 17, 2017 00:35 UTC REALTY INCOME CORP O · Entity 3009 GrantCommon Stock 32,238 $0.00 $0.00
Disclosure

SEC source: 0000726728-17-000031 · edgardoc.xml · nonDerivative · entry 2

Case John · CIK 0001490409 · Director · CEO & Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 232,153

F2 · price: Represents shares and units awarded as a result of the Company having met certain performance criteria, pursuant to the reporting person's grant of performance shares on April 10, 2014. Fifty percent were issued as common stock that immediately vested. The remaining fifty percent are units subject to time vesting through January 1, 2018.

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February 14, 2017 Filed Feb 17, 2017 00:35 UTC REALTY INCOME CORP O · Entity 3009 GrantCommon Stock 41,903 $0.00 $0.00
Disclosure

SEC source: 0000726728-17-000031 · edgardoc.xml · nonDerivative · entry 1

Case John · CIK 0001490409 · Director · CEO & Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 199,915

F1 · price: Shares granted through an incentive plan; no consideration was paid. Shares vest over 4 years.

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January 01, 2017 Filed Jan 5, 2017 00:56 UTC REALTY INCOME CORP O · Entity 3009 Tax withholdingCommon Stock 24,033 $57.48 $1,381,416.84
Disclosure

SEC source: 0000726728-17-000004 · edgardoc.xml · nonDerivative · entry 2

Case John · CIK 0001490409 · Director · CEO & Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 158,012

F2 · shares: This amount represents shares automatically withheld upon the vesting of 44,034 restricted shares of common stock on January 1, 2017, which amount 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 for tax withholding.

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December 31, 2016 Filed Jan 5, 2017 00:56 UTC REALTY INCOME CORP O · Entity 3009 Tax withholdingCommon Stock 16,779 $57.48 $964,456.92
Disclosure

SEC source: 0000726728-17-000004 · edgardoc.xml · nonDerivative · entry 1

Case John · CIK 0001490409 · Director · CEO & Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 182,045

F1 · shares: This amount represents shares automatically withheld upon the vesting of 32,157 restricted shares of common stock on December 31, 2016, which amount 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 for tax withholding.

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November 10, 2016 Filed Nov 16, 2016 00:48 UTC REALTY INCOME CORP O · Entity 3009 GrantCommon Stock 18,423 $0.00 $0.00
Disclosure

SEC source: 0000726728-16-000063 · edgardoc.xml · nonDerivative · entry 1

Case John · CIK 0001490409 · Director · CEO & Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 198,824

F1 · price: Shares granted through an incentive plan; no consideration was paid. Shares vest evenly over 4 years.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.