Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| American Assets Trust, Inc.AAT · Entity 647 | Director | June 01, 2026 | June 01, 2026 |
| CUBIC CORP /DE/CUB · Entity 139094 | Director | November 28, 2016 | November 30, 2016 |
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.
American Assets Trust, Inc.
Report date June 01, 2026 · Filed June 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01SEC Table I · non-derivative | Direct | 30,350 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 3,843 · Balance 30,350 F1: Shares of restricted common stock issued to the Reporting Person as a non-employee director pursuant to the American Assets Trust, Inc. and American Assets Trust, L.P. Amended and Restated 2011 Equity Incentive Award Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of restricted common stock issued to the Reporting Person as a non-employee director pursuant to the American Assets Trust, Inc. and American Assets Trust, L.P. Amended and Restated 2011 Equity Incentive Award Plan.
CUBIC CORP /DE/
Report date November 28, 2016 · Filed November 30, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,629 |
Reported balance
After 2016-11-28 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2016-11-28 · Grant · Acquired 1,629 · Balance 1,629 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of CUB common stock. F2: The time-based RSUs vest in two equal installments on each of October 1, 2017 and 2018, subject to the Reporting Person's continued service as a director with CUB through such date. Dividend equivalent rights accrue with respect to the RSUs when and as dividends are paid on CUB common stock and vest proportionately with the RSUs to which they relate. Vested shares and accrued dividends will be delivered to the reporting person following each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of CUB common stock.
F2: The time-based RSUs vest in two equal installments on each of October 1, 2017 and 2018, subject to the Reporting Person's continued service as a director with CUB through such date. Dividend equivalent rights accrue with respect to the RSUs when and as dividends are paid on CUB common stock and vest proportionately with the RSUs to which they relate. Vested shares and accrued dividends will be delivered to the reporting person following each vesting date.
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 |
|---|---|---|---|---|---|---|
| June 01, 2026 Filed Jun 1, 2026 22:11 UTC | American Assets Trust, Inc. AAT · Entity 647 | GrantCommon Stock, par value $0.01 | 3,843 | $0.00 | $0.00 |
DisclosureSEC source: 0001207082-26-000004 · wk-form4_1780351916.xml · nonDerivative · entry 1 SULLIVAN ROBERT S · CIK 0001207082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,350 F1 · shares: Shares of restricted common stock issued to the Reporting Person as a non-employee director pursuant to the American Assets Trust, Inc. and American Assets Trust, L.P. Amended and Restated 2011 Equity Incentive Award Plan. Read SEC document |
| June 02, 2025 Filed Jun 2, 2025 21:59 UTC | American Assets Trust, Inc. AAT · Entity 647 | GrantCommon Stock, par value $0.01 | 4,453 | $0.00 | $0.00 |
DisclosureSEC source: 0001500217-25-000045 · wk-form4_1748901586.xml · nonDerivative · entry 1 SULLIVAN ROBERT S · CIK 0001207082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,507 F1 · shares: Shares of restricted common stock issued to the Reporting Person as a non-employee director pursuant to the American Assets Trust, Inc. and American Assets Trust, L.P. Amended and Restated 2011 Equity Incentive Award Plan. Read SEC document |
| June 03, 2024 Filed Jun 3, 2024 21:32 UTC | American Assets Trust, Inc. AAT · Entity 647 | GrantCommon Stock, par value $0.01 | 2,295 | $0.00 | $0.00 |
DisclosureSEC source: 0001500217-24-000035 · wk-form4_1717450339.xml · nonDerivative · entry 1 SULLIVAN ROBERT S · CIK 0001207082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,054 F1 · shares: Shares of restricted common stock issued to the Reporting Person as a non-employee director pursuant to the American Assets Trust, Inc. and American Assets Trust, L.P. Amended and Restated 2011 Equity Incentive Award Plan. Read SEC document |
| June 05, 2023 Filed Jun 5, 2023 21:20 UTC | American Assets Trust, Inc. AAT · Entity 647 | GrantCommon Stock, par value $0.01 | 2,587 | $0.00 | $0.00 |
DisclosureSEC source: 0001500217-23-000054 · wf-form4_168600003154707.xml · nonDerivative · entry 1 SULLIVAN ROBERT S · CIK 0001207082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,759 F1 · shares: Shares of restricted common stock issued to the Reporting Person as a non-employee director pursuant to the American Assets Trust, Inc. and American Assets Trust, L.P. Amended and Restated 2011 Equity Incentive Award Plan. Read SEC document |
| June 07, 2022 Filed Jun 8, 2022 20:28 UTC | American Assets Trust, Inc. AAT · Entity 647 | GrantCommon Stock, par value $0.01 | 1,518 | $0.00 | $0.00 |
DisclosureSEC source: 0001500217-22-000068 · wf-form4_165472007996882.xml · nonDerivative · entry 1 SULLIVAN ROBERT S · CIK 0001207082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,172 F1 · shares: Shares of restricted common stock issued to the Reporting Person as a non-employee director pursuant to the American Assets Trust, Inc. and American Assets Trust, L.P. Amended and Restated 2011 Equity Incentive Award Plan. Read SEC document |
| June 08, 2021 Filed Jun 9, 2021 16:26 UTC | American Assets Trust, Inc. AAT · Entity 647 | GrantCommon Stock, par value $0.01 | 1,296 | $0.00 | $0.00 |
DisclosureSEC source: 0001500217-21-000082 · wf-form4_162325599082935.xml · nonDerivative · entry 1 SULLIVAN ROBERT S · CIK 0001207082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,654 F1 · shares: Shares of restricted common stock issued to the Reporting Person as a non-employee director pursuant to the American Assets Trust, Inc. and American Assets Trust, L.P. Amended and Restated 2011 Equity Incentive Award Plan. Read SEC document |
| June 09, 2020 Filed Jun 10, 2020 20:13 UTC | American Assets Trust, Inc. AAT · Entity 647 | GrantCommon Stock, par value $0.01 | 1,502 | $0.00 | $0.00 |
DisclosureSEC source: 0001500217-20-000050 · wf-form4_159181997279681.xml · nonDerivative · entry 1 SULLIVAN ROBERT S · CIK 0001207082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,358 F1 · shares: Shares of restricted common stock issued to the Reporting Person as a non-employee director pursuant to the American Assets Trust, Inc. and American Assets Trust, L.P. Amended and Restated 2011 Equity Incentive Award Plan. Read SEC document |
| June 14, 2019 Filed Jun 14, 2019 20:21 UTC | American Assets Trust, Inc. AAT · Entity 647 | OtherCommon Stock, par value $0.01 | 446 | $43.30 | $19,309.84 |
DisclosureSEC source: 0001500217-19-000048 · wf-form4_156054367540026.xml · nonDerivative · entry 1 SULLIVAN ROBERT S · CIK 0001207082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,856 F1 · kind: Shares acquired in connection with a public offering of common stock of American Assets Trust, Inc. Read SEC document |
| June 11, 2019 Filed Jun 12, 2019 20:33 UTC | American Assets Trust, Inc. AAT · Entity 647 | GrantCommon Stock, par value $0.01 | 1,103 | $0.00 | $0.00 |
DisclosureSEC source: 0001500217-19-000039 · wf-form4_156037159419576.xml · nonDerivative · entry 1 SULLIVAN ROBERT S · CIK 0001207082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,410 F1 · shares: Shares of restricted common stock issued to the Reporting Person as a non-employee director pursuant to the American Assets Trust, Inc. and American Assets Trust, L.P. 2011 Equity Incentive Award Plan. Read SEC document |
| June 12, 2018 Filed Jun 12, 2018 21:18 UTC | American Assets Trust, Inc. AAT · Entity 647 | GrantCommon Stock, par value $0.01 | 1,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001500217-18-000077 · wf-form4_152883827092355.xml · nonDerivative · entry 1 SULLIVAN ROBERT S · CIK 0001207082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,307 F1 · kind: Shares of restricted common stock issued to the Reporting Person as a non-employee director pursuant to the American Assets Trust, Inc. and American Assets Trust, L.P. 2011 Equity Incentive Award Plan. Read SEC document |
| June 13, 2017 Filed Jun 13, 2017 20:54 UTC | American Assets Trust, Inc. AAT · Entity 647 | GrantCommon Stock, par value $0.01 | 1,220 | $0.00 | $0.00 |
DisclosureSEC source: 0001500217-17-000068 · wf-form4_149738725549555.xml · nonDerivative · entry 1 SULLIVAN ROBERT S · CIK 0001207082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,977 F1 · kind: Shares of restricted common stock issued to the Reporting Person as a non-employee director pursuant to the American Assets Trust, Inc. and American Assets Trust, L.P. 2011 Equity Incentive Award Plan. Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 18:46 UTC | CUBIC CORP /DE/ CUB · Entity 139094 | GrantRestricted Stock Units · Derivative | 1,629 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-032249 · edgar.xml · derivative · entry 1 SULLIVAN ROBERT S · CIK 0001207082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,629 Underlying: Common Stock · 1,629 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of CUB common stock. F2 · derivative.exercise_date: The time-based RSUs vest in two equal installments on each of October 1, 2017 and 2018, subject to the Reporting Person's continued service as a director with CUB through such date. Dividend equivalent rights accrue with respect to the RSUs when and as dividends are paid on CUB common stock and vest proportionately with the RSUs to which they relate. Vested shares and accrued dividends will be delivered to the reporting person following each vesting date. F2 · derivative.expiration_date: The time-based RSUs vest in two equal installments on each of October 1, 2017 and 2018, subject to the Reporting Person's continued service as a director with CUB through such date. Dividend equivalent rights accrue with respect to the RSUs when and as dividends are paid on CUB common stock and vest proportionately with the RSUs to which they relate. Vested shares and accrued dividends will be delivered to the reporting person following each vesting date. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 19:11 UTC | CUBIC CORP /DE/ CUB · Entity 139094 | Exercise / conversionRestricted Stock Units · Derivative | 820 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-16-030382 · edgar.xml · derivative · entry 3 SULLIVAN ROBERT S · CIK 0001207082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 820 Underlying: Common Stock · 820 shares Expires not disclosed 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: Reflects the issuance of CUB common stock upon vesting of restricted stock units ("RSUs"). Each RSU granted at that time represented a contingent right to receive one share of CUB stock. F1 · price: Reflects the issuance of CUB common stock upon vesting of restricted stock units ("RSUs"). Each RSU granted at that time represented a contingent right to receive one share of CUB stock. F3 · derivative.exercise_date: This is the first of 2 vesting installments of RSU's granted to the Reporting Person on November 6, 2015. The remaining 820 shares from such grant shall vest on October 1, 2017, subject to the Reporting Person's continuous service through each application vesting date. F3 · derivative.expiration_date: This is the first of 2 vesting installments of RSU's granted to the Reporting Person on November 6, 2015. The remaining 820 shares from such grant shall vest on October 1, 2017, subject to the Reporting Person's continuous service through each application vesting date. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 19:11 UTC | CUBIC CORP /DE/ CUB · Entity 139094 | Exercise / conversionRestricted Stock Units · Derivative | 780 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-16-030382 · edgar.xml · derivative · entry 2 SULLIVAN ROBERT S · CIK 0001207082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 780 shares Expires not disclosed 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: Reflects the issuance of CUB common stock upon vesting of restricted stock units ("RSUs"). Each RSU granted at that time represented a contingent right to receive one share of CUB stock. F1 · price: Reflects the issuance of CUB common stock upon vesting of restricted stock units ("RSUs"). Each RSU granted at that time represented a contingent right to receive one share of CUB stock. F2 · derivative.exercise_date: This is the second and final of 2 vesting installments of RSUs granted to the Reporting Person on November 6, 2014. F2 · derivative.expiration_date: This is the second and final of 2 vesting installments of RSUs granted to the Reporting Person on November 6, 2014. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 19:11 UTC | CUBIC CORP /DE/ CUB · Entity 139094 | Exercise / conversionCommon Stock | 1,600 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-16-030382 · edgar.xml · nonDerivative · entry 1 SULLIVAN ROBERT S · CIK 0001207082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,826 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 · shares: Reflects the issuance of CUB common stock upon vesting of restricted stock units ("RSUs"). Each RSU granted at that time represented a contingent right to receive one share of CUB stock. F1 · price: Reflects the issuance of CUB common stock upon vesting of restricted stock units ("RSUs"). Each RSU granted at that time represented a contingent right to receive one share of CUB stock. 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.