Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Chatham Lodging TrustCLDT · Entity 5297 | Director | September 10, 2026 | September 14, 2026 |
| EPR PROPERTIESEPR · Entity 3975 | Director | June 01, 2026 | June 02, 2026 |
| MARRIOTT INTERNATIONAL INC /MD/MAR · Entity 2933 | Group Pres., US and Canada | February 17, 2026 | February 20, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Chatham Lodging Trust
Report date September 10, 2026 · Filed September 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 5,000 |
Reported balance
After 2026-09-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-10 · Grant · Acquired 5,000 · Balance 5,000 F1: Represents an initial grant of 5,000 restricted common shares granted to the reporting person on September 10, 2026. These shares will vest ratably over the first three anniversaries of the date of the grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an initial grant of 5,000 restricted common shares granted to the reporting person on September 10, 2026. These shares will vest ratably over the first three anniversaries of the date of the grant.
EPR PROPERTIES
Report date June 01, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 2,729 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Exercise / conversion · Acquired 2,729 · Balance 2,729 F1: Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest. |
| Restricted Share UnitsSEC Table II · derivative / convertible security · Expires 2026-06-01 | Direct | 4,238 |
Reported balance
After 2026-06-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-01 · Exercise / conversion · Disposed 2,729 · Balance 4,238 F1: Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest. |
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 6,596 |
Reported balance
After 2026-06-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-06-01 · Grant · Acquired 2,358 · Balance 6,596 F2: 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. F3: 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 | 8,561 |
Reported balance
After 2026-06-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-06-01 · Grant · Acquired 1,965 · Balance 8,561 F4: 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 Company's Common Shares of Beneficial Interest. F3: 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 | 9,216 |
Reported balance
After 2026-06-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-06-01 · Grant · Acquired 655 · Balance 9,216 F5: Restricted Share Units were issued to the reporting person pursuant to the Company's 2016 Equity Incentive Plan in lieu of the reporting person's chairperson retainer fees. Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest. F3: 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. |
| Common Shares of Beneficial InterestSEC Table I · non-derivative | IndirectWilliam Brown Revocable Trust William P. Brown TTEE, Lillian Sorohan TTEE U/A DTD 11/01/2007 | 1,219 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,219 |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest.
F2: 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.
F3: 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.
F4: 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 Company's Common Shares of Beneficial Interest.
F5: Restricted Share Units were issued to the reporting person pursuant to the Company's 2016 Equity Incentive Plan in lieu of the reporting person's chairperson retainer fees. Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest.
MARRIOTT INTERNATIONAL INC /MD/
Report date February 17, 2026 · Filed February 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common - Restricted Stock UnitsSEC Table I · non-derivative | Direct | 3,460 |
Reported balance
After 2026-02-17 transaction · row 1
1 source rowRow 1 · 2026-02-17 · Tax withholding · Disposed 1,905 · Balance 3,460 F1: Shares withheld by the Company to cover taxes associated with vesting of RSUs. |
| Class A Common StockSEC Table I · non-derivative | Direct | 11,000 |
Ending reported balance
After 2026-02-18 transaction · row 3
2 source rows · reconciled sequenceRow 2 · 2026-02-17 · Tax withholding · Disposed 6,226 · Balance 20,456 F2: Shares withheld by the Company to cover taxes associated with vesting of PSUs. Row 3 · 2026-02-18 · Sale · Disposed 9,456 · Balance 11,000 F3: Represents the weighted average sale price. The highest price at which shares were sold was $358.5400 and the lowest price at which shares were sold was $358.2300. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld by the Company to cover taxes associated with vesting of RSUs.
F2: Shares withheld by the Company to cover taxes associated with vesting of PSUs.
F3: Represents the weighted average sale price. The highest price at which shares were sold was $358.5400 and the lowest price at which shares were sold was $358.2300.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 18, 2020 Filed Feb 20, 2020 19:37 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | Tax withholdingClass A Common - Restricted Stock Units | 2,742 | $145.05 | $397,727.10 |
DisclosureSEC source: 0001225208-20-002916 · doc4.xml · nonDerivative · entry 3 Brown William P · CIK 0001760858 · Group President, EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,123 F3 · shares: Shares withheld by the Company to cover taxes associated with vesting RSUs. Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 19:37 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | Tax withholdingClass A Common - Performance Share Units | 2,422 | $145.05 | $351,311.10 |
DisclosureSEC source: 0001225208-20-002916 · doc4.xml · nonDerivative · entry 2 Brown William P · CIK 0001760858 · Group President, EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,541 F2 · shares: Shares withheld by the Company to cover taxes associated with vesting of PSUs. Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 19:37 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | GrantClass A Common - Performance Share Units | 5,013 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-002916 · doc4.xml · nonDerivative · entry 1 Brown William P · CIK 0001760858 · Group President, EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,963 F1 · shares: Shares acquired upon vesting PSUs. Read SEC document |
| December 05, 2019 Filed Dec 12, 2019 13:32 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | SaleClass A Common Stock | 3,732 | $139.26 | $519,718.32 |
DisclosureSEC source: 0001225208-19-015637 · doc4.xml · nonDerivative · entry 1 Brown William P · CIK 0001760858 · Pres. & Managing Dir., Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,814 F1 · shares: Transferred to an Exchange Fund. Read SEC document |
| November 15, 2019 Filed Nov 19, 2019 18:49 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | Tax withholdingClass A Common - Restricted Stock Units | 787 | $135.06 | $106,292.22 |
DisclosureSEC source: 0001225208-19-014651 · doc4.xml · nonDerivative · entry 1 Brown William P · CIK 0001760858 · Pres. & Managing Dir., Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,794 F1 · balance_after: Shares withheld by the Company to cover taxes associated with vesting of RSU's. Read SEC document |
| March 13, 2019 Filed Mar 15, 2019 12:39 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | SaleClass A Common Stock | 11,640 | $121.53 | $1,414,609.20 |
DisclosureSEC source: 0001225208-19-005316 · doc4.xml · nonDerivative · entry 1 Brown William P · CIK 0001760858 · Pres. & Managing Dir., Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,704 Read SEC document |
| March 05, 2019 Filed Mar 7, 2019 19:27 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | GrantStock Appreciation Rights · Derivative | 12,423 | $0.00 Strike: $124.79 | $0.00 |
DisclosureSEC source: 0001225208-19-004868 · doc4.xml · derivative · entry 4 Brown William P · CIK 0001760858 · Pres. & Managing Dir., Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,423 Underlying: Class A Common Stock · 12,423 shares Expires 2029-03-05 F2 · derivative.exercise_date: Stock Appreciation Rights settle in Class A Common Stock and vest in three equal installments beginning on February 15, 2020 and thereafter on the anniversary of that date. Read SEC document |
| March 05, 2019 Filed Mar 7, 2019 19:27 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | GrantClass A Common - Restricted Stock Units | 3,609 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004868 · doc4.xml · nonDerivative · entry 1 Brown William P · CIK 0001760858 · Pres. & Managing Dir., Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,423 F1 · shares: The Restricted Stock Units vest in three equal installments beginning on February 15, 2020 and thereafter on the anniversary of that date. Read SEC document |
| February 15, 2019 Filed Feb 21, 2019 19:18 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | Tax withholdingClass A Common - Restricted Stock Units | 3,090 | $120.20 | $371,418.00 |
DisclosureSEC source: 0001225208-19-003199 · doc4.xml · nonDerivative · entry 3 Brown William P · CIK 0001760858 · Pres. & Managing Dir., Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,814 F3 · shares: Shares withheld by the Company to cover taxes associated with vesting RSU's. Read SEC document |
| February 15, 2019 Filed Feb 21, 2019 19:18 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | Tax withholdingClass A Common - Performance Share Units | 5,494 | $120.20 | $660,378.80 |
DisclosureSEC source: 0001225208-19-003199 · doc4.xml · nonDerivative · entry 2 Brown William P · CIK 0001760858 · Pres. & Managing Dir., Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,950 F2 · shares: Shares withheld by the Company to cover taxes associated with vesting PSU's. Read SEC document |
| February 15, 2019 Filed Feb 21, 2019 19:18 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | GrantClass A Common - Performance Share Units | 11,444 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-003199 · doc4.xml · nonDerivative · entry 1 Brown William P · CIK 0001760858 · Pres. & Managing Dir., Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,444 F1 · shares: Shares acquired upon vesting PSU's. 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.