Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EPR PROPERTIESEPR · Entity 3975 | Director | June 01, 2026 | June 02, 2026 |
| MID AMERICA APARTMENT COMMUNITIES INC.MAA · Entity 3347 | Director | September 22, 2026 | September 23, 2026 |
| REALTY INCOME CORPO · Entity 3009 | Director · CEO & Director | August 06, 2018 | August 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 19,737 |
Reported balance
After 2026-06-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 21,702 |
Reported balance
After 2026-06-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-01 · 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 5,895.299 |
Reported balance
After 2026-09-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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-derivative | Direct | 200 |
Reported balance
Holding disclosure · report date 2026-09-22 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 158,961 |
Reported balance
After 2018-08-06 transaction · row 1
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-10-03 transaction · row 1
1 source rowRow 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
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| February 21, 2023 Filed Feb 22, 2023 16:17 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantRestricted Share Units · Derivative | 801 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| February 21, 2023 Filed Feb 22, 2023 16:17 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantRestricted Share Units · Derivative | 647 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 12:03 UTC | DUKE REALTY CORP DRE · Entity 123280 | GrantCommon Stock | 2,592 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 10:31 UTC | DUKE REALTY CORP DRE · Entity 123280 | GrantCommon Stock | 3,209 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 14:42 UTC | DUKE REALTY CORP DRE · Entity 123280 | GrantCommon Stock | 3,621 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| February 10, 2019 Filed Feb 12, 2019 12:12 UTC | DUKE REALTY CORP DRE · Entity 123280 | GrantCommon Stock | 4,169 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| February 16, 2018 Filed Feb 22, 2018 01:41 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 27,270 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| February 16, 2018 Filed Feb 22, 2018 01:41 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 20,016 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| February 10, 2018 Filed Feb 13, 2018 09:55 UTC | DUKE REALTY CORP DRE · Entity 123280 | GrantCommon Stock | 4,927 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 16:20 UTC | DUKE REALTY CORP DRE · Entity 123280 | GrantCommon Stock | 1,893 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| December 27, 2017 Filed Dec 29, 2017 20:59 UTC | REALTY INCOME CORP O · Entity 3009 | GiftCommon Stock | 850 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| February 14, 2017 Filed Feb 17, 2017 00:35 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 32,238 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| February 14, 2017 Filed Feb 17, 2017 00:35 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 41,903 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| November 10, 2016 Filed Nov 16, 2016 00:48 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 18,423 | $0.00 | $0.00 |
DisclosureSEC 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. 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.