Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cineverse Corp.CNVS · Entity 7143 | Director | December 08, 2025 | December 13, 2025 |
| EPR PROPERTIESEPR · Entity 3975 | Director | June 01, 2026 | June 02, 2026 |
| Lumen Technologies, Inc.LUMN · Entity 3749 | Director | May 16, 2024 | May 20, 2024 |
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.
Cineverse Corp.
Report date December 08, 2025 · Filed December 13, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 160,361 |
Reported balance
After 2025-12-08 transaction · row 1
1 source rowRow 1 · 2025-12-08 · Grant · Acquired 32,413 · Balance 160,361 F1: Constitutes stock portion of annual retainer for the year of board service by the Reporting Person commencing October 1, 2025. Such shares vest in quarterly amounts on December 31, 2025, March 31, 2026, June 30, 2026 and September 30, 2026, so long as the Reporting Person is a director on each such date. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote (2) | 4,603 |
Reported balance
Holding disclosure · report date 2025-12-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,603 F2: Shares are held by Grassmere Partners, LLC, of which the Reporting Person is Chairman. The Reporting Person disclaims beneficial ownership of the shares except to the extent of any pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Constitutes stock portion of annual retainer for the year of board service by the Reporting Person commencing October 1, 2025. Such shares vest in quarterly amounts on December 31, 2025, March 31, 2026, June 30, 2026 and September 30, 2026, so long as the Reporting Person is a director on each such date.
F2: Shares are held by Grassmere Partners, LLC, of which the Reporting Person is Chairman. The Reporting Person disclaims beneficial ownership of the shares except to the extent of any pecuniary interest therein.
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 | 31,193 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Exercise / conversion · Acquired 3,518 · Balance 31,193 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 | 0 |
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 · Exercise / conversion · Disposed 3,518 · Balance 0 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 | 2,358 |
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 · Grant · Acquired 2,358 · Balance 2,358 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 | 3,406 |
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 1,048 · Balance 3,406 F4: 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. 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. |
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 Persons Annual Trustee Retainer fee. Each Restricted Share Unit represents a contingent right to receive one share of Companys Common Shares of Beneficial Interest.
Lumen Technologies, Inc.
Report date May 16, 2024 · Filed May 20, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 321,944 |
Reported balance
After 2024-05-16 transaction · row 1
1 source rowRow 1 · 2024-05-16 · Grant · Acquired 157,518 · Balance 321,944 F1: This grant of restricted stock will vest on May 16, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: This grant of restricted stock will vest on May 16, 2025.
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 |
|---|---|---|---|---|---|---|
| December 06, 2018 Filed Dec 6, 2018 22:39 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares | 2,000 | $70.37 | $140,740.00 |
DisclosureSEC source: 0001045450-18-000067 · primary_doc.xml · nonDerivative · entry 1 BROWN PETER C · CIK 0001095168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,645 F1 · balance_after: The total shares reported is a correction of the total number of shareholdings reported on the last Form 4. Read SEC document |
| June 01, 2018 Filed Jun 1, 2018 21:15 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantRestricted Share Units · Derivative | 1,727 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-18-000040 · primary_doc.xml · derivative · entry 4 BROWN PETER C · CIK 0001095168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,799 Underlying: Common Shares · 1,727 shares Expires not disclosed F4 · 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. F3 · 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. F3 · 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 |
| June 01, 2018 Filed Jun 1, 2018 21:15 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantRestricted Share Units · Derivative | 2,072 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-18-000040 · primary_doc.xml · derivative · entry 3 BROWN PETER C · CIK 0001095168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,072 Underlying: Common Shares · 2,072 shares Expires not disclosed F2 · 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 shares. F3 · 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. F3 · 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 |
| June 01, 2018 Filed Jun 1, 2018 21:15 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionRestricted Share Units · Derivative | 3,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-18-000040 · primary_doc.xml · derivative · entry 2 BROWN PETER C · CIK 0001095168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 3,067 shares Expires 2018-06-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common shares. Read SEC document |
| June 01, 2018 Filed Jun 1, 2018 21:15 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares of Beneficial Interest | 3,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-18-000040 · primary_doc.xml · nonDerivative · entry 1 BROWN PETER C · CIK 0001095168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,645 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 24, 2018 Filed May 25, 2018 21:13 UTC | Lumen Technologies, Inc. CTL · Entity 3749 | GrantCommon Stock | 8,744 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-033575 · doc4.xml · nonDerivative · entry 1 BROWN PETER C · CIK 0001095168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,626 F1 · kind: This grant of restricted stock will vest on May 24, 2019. Read SEC document |
| November 27, 2017 Filed Jan 30, 2018 21:49 UTC | Cineverse Corp. CIDM · Entity 7143 | GrantClass A Common Stock | 34,483 | $0.00 | $0.00 |
DisclosureSEC source: 0000932440-18-000009 · edgar.xml · nonDerivative · entry 1 BROWN PETER C · CIK 0001095168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,944 F2 · shares: Constitutes stock portion of annual retainer for the year of board service by the Reporting Person commencing October 1, 2017. Such shares vest in quarterly amounts on December 31, 2017, March 31, 2018, June 30, 2018 and September 30, 2018, so long as the Reporting Person is a director on each such date. Read SEC document |
| June 07, 2017 Filed Jun 7, 2017 21:26 UTC | Lumen Technologies, Inc. CTL · Entity 3749 | OtherCommon Stock | 4,859 | $25.84 | $125,556.56 |
DisclosureSEC source: 0001209191-17-038373 · doc4.xml · nonDerivative · entry 1 BROWN PETER C · CIK 0001095168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,882 F1 · kind: These shares were transferred to a charitable foundation in exchange for their cash value. The foundation is controlled by the insider but qualifies as a tax-exempt organization under Section 501(c)(3) of the Internal Revenue Code. Read SEC document |
| June 06, 2017 Filed Jun 6, 2017 23:48 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Stock | 6,000 | $71.30 | $427,800.00 |
DisclosureSEC source: 0001014108-17-000115 · primary_doc.xml · nonDerivative · entry 2 BROWN PETER C · CIK 0001095168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,578 Read SEC document |
| June 02, 2017 Filed Jun 6, 2017 23:48 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Stock | 1,907 | $72.07 | $137,437.49 |
DisclosureSEC source: 0001014108-17-000115 · primary_doc.xml · nonDerivative · entry 1 BROWN PETER C · CIK 0001095168 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Grassmere Foundation Disclosed balance after: 0 Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 15:22 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantRestricted Share Units · Derivative | 1,394 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000058 · primary_doc.xml · derivative · entry 4 BROWN PETER C · CIK 0001095168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,067 Underlying: Common Shares · 1,394 shares Expires not disclosed F4 · 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. F3 · 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. F3 · 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 31, 2017 Filed Jun 2, 2017 15:22 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantRestricted Share Units · Derivative | 1,673 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000058 · primary_doc.xml · derivative · entry 3 BROWN PETER C · CIK 0001095168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,673 Underlying: Common Shares · 1,673 shares Expires not disclosed F2 · 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 shares. F3 · 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. F3 · 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 31, 2017 Filed Jun 2, 2017 15:22 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionRestricted Share Units · Derivative | 2,578 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000058 · primary_doc.xml · derivative · entry 2 BROWN PETER C · CIK 0001095168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 2,578 shares Expires 2017-05-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common shares. Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 15:22 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares | 2,578 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000058 · primary_doc.xml · nonDerivative · entry 1 BROWN PETER C · CIK 0001095168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,578 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 25, 2017 Filed May 26, 2017 21:24 UTC | Lumen Technologies, Inc. CTL · Entity 3749 | GrantCommon Stock | 5,882 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-035953 · doc4.xml · nonDerivative · entry 1 BROWN PETER C · CIK 0001095168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,741 F1 · kind: This grant of restricted stock will vest on May 25, 2018. Read SEC document |
| March 06, 2017 Filed Mar 29, 2017 20:49 UTC | Cineverse Corp. CIDM · Entity 7143 | GrantClass A Common Stock | 24,631 | $0.00 | $0.00 |
DisclosureSEC source: 0000932440-17-000022 · edgar.xml · nonDerivative · entry 1 BROWN PETER C · CIK 0001095168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,461 F2 · shares: Constitutes stock portion of annual retainer for the year of board service by the Reporting Person commencing October 1, 2016. Such shares vest in quarterly amounts on December 31, 2016, March 31, 2017, June 30, 2017 and September 30, 2017, so long as the Reporting Person is a director on each such date. F3 · balance_after: Reflects internal adjustment of shares held by the Reporting Person directly and through Grassmere Partners, LLC. Read SEC document |
| November 17, 2016 Filed Nov 18, 2016 22:25 UTC | EPR PROPERTIES EPR · Entity 3975 | PurchaseCommon Shares | 1,907 | $67.64 | $128,989.48 |
DisclosureSEC source: 0001045450-16-000167 · primary_doc.xml · nonDerivative · entry 2 BROWN PETER C · CIK 0001095168 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Grassmere Foundation Disclosed balance after: 1,907 Read SEC document |
| November 17, 2016 Filed Nov 18, 2016 22:25 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares | 1,907 | $67.64 | $128,989.48 |
DisclosureSEC source: 0001045450-16-000167 · primary_doc.xml · nonDerivative · entry 1 BROWN PETER C · CIK 0001095168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 12:14 UTC | Lumen Technologies, Inc. CTL · Entity 3749 | OtherCommon Stock | 4,099 | $24.28 | $99,523.72 |
DisclosureSEC source: 0001209191-16-149529 · doc4.xml · nonDerivative · entry 2 BROWN PETER C · CIK 0001095168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,859 F1 · kind: These shares were transferred to a charitable foundation in exchange for their cash value. The foundation is controlled by the insider but qualifies as a tax-exempt organization under Section 501(c)(3) of the Internal Revenue Code. Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 12:14 UTC | Lumen Technologies, Inc. CTL · Entity 3749 | OtherCommon Stock | 15,339 | $24.16 | $370,590.24 |
DisclosureSEC source: 0001209191-16-149529 · doc4.xml · nonDerivative · entry 1 BROWN PETER C · CIK 0001095168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,958 F1 · kind: These shares were transferred to a charitable foundation in exchange for their cash value. The foundation is controlled by the insider but qualifies as a tax-exempt organization under Section 501(c)(3) of the Internal Revenue Code. Read SEC document |
| November 07, 2016 Filed Nov 9, 2016 16:12 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares | 6,500 | $70.33 | $457,145.00 |
DisclosureSEC source: 0001045450-16-000166 · primary_doc.xml · nonDerivative · entry 1 BROWN PETER C · CIK 0001095168 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Grassmere Foundation Disclosed balance after: 0 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.