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Appleby Jarrett

Disclosed activity across 3 companies

Tapewire entity
44292
SEC CIK
0001451569

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
DIGITAL REALTY TRUST, INC.DLR · Entity 2981Chief Operating OfficerFebruary 28, 2017March 03, 2017
DIGITAL REALTY TRUST, L.P.DLR · Entity 32832Chief Operating OfficerFebruary 28, 2017March 03, 2017
Uniti Group Inc.UNIT · Entity 4393DirectorMay 21, 2026May 26, 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.

DIGITAL REALTY TRUST, INC.

Report date February 28, 2017 · Filed March 03, 2017

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Long-Term Incentive UnitsSEC Table II · derivative / convertible securityDirect14,003 Reported balance After 2017-02-28 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2017-02-28 · Grant · Acquired 4,125 · Balance 14,003

F1: Long-Term Incentive Units are profits interest units in Digital Realty Trust, L.P. ("Operating Partnership"), of which the Issuer is the general partner. Profits interest units may initially not have full parity with common limited partnership units of Operating Partnership ("Common Units") with respect to liquidating distributions; however upon the occurrence of specified events, profits interest units may achieve full parity with Common Units for all purposes. Vested profits interest units that have achieved full parity with Common Units may be converted into an equal number of Common Units on a 1-for-1 basis at any time. Common Units are redeemable for cash based on the FMV of an equivalent number of shares of common stock of the Issuer, or, at the election of the Issuer, for an equal number of shares of the Issuer's common stock, subject to adjustment in the event of stock splits, stock dividends, issuance of stock rights, specified extraordinary distributions or similar events.

F2: Twenty-five percent (25%) of these units will vest on February 27, 2018, an additional twenty-five percent (25%) will vest on February 27, 2019, an additional twenty-five percent (25%) will vest on February 27, 2020, and the remaining twenty-five percent (25%) will vest on February 27, 2021. The vested profits interest units have no expiration date.

Filing footnotes · ownership attribution and instrument terms

F1: Long-Term Incentive Units are profits interest units in Digital Realty Trust, L.P. ("Operating Partnership"), of which the Issuer is the general partner. Profits interest units may initially not have full parity with common limited partnership units of Operating Partnership ("Common Units") with respect to liquidating distributions; however upon the occurrence of specified events, profits interest units may achieve full parity with Common Units for all purposes. Vested profits interest units that have achieved full parity with Common Units may be converted into an equal number of Common Units on a 1-for-1 basis at any time. Common Units are redeemable for cash based on the FMV of an equivalent number of shares of common stock of the Issuer, or, at the election of the Issuer, for an equal number of shares of the Issuer's common stock, subject to adjustment in the event of stock splits, stock dividends, issuance of stock rights, specified extraordinary distributions or similar events.

F2: Twenty-five percent (25%) of these units will vest on February 27, 2018, an additional twenty-five percent (25%) will vest on February 27, 2019, an additional twenty-five percent (25%) will vest on February 27, 2020, and the remaining twenty-five percent (25%) will vest on February 27, 2021. The vested profits interest units have no expiration date.

DIGITAL REALTY TRUST, L.P.

Report date February 28, 2017 · Filed March 03, 2017

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Long-Term Incentive UnitsSEC Table II · derivative / convertible securityDirect14,003 Reported balance After 2017-02-28 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2017-02-28 · Grant · Acquired 4,125 · Balance 14,003

F1: Long-term incentive units are profits interest units in the Issuer, of which Digital Realty Trust, Inc. ("General Partner") is the general partner. Vested profits interest units may be converted into an equal number of common limited partnership ("Common Units") in the Issuer subject to the terms of the Issuer's limited partnership agreement. Common Units are redeemable for cash based on the fair market value of an equivalent numbers of shares of the General Partner's common stock, or, at the election of the General Partner, for an equal number of shares of the General Partner's common stock, subject to adjustment in the event of stock splits, stock dividends, issuance of stock rights, specified extraordinary distributions or similar events..

F2: Twenty-five percent (25%) of these units will vest on February 27, 2018, an additional twenty-five percent (25%) will vest on February 27, 2019, an additional twenty-five percent (25%) will vest on February 27, 2020, and the remaining twenty-five percent (25%) will vest on February 27, 2021. The vested profits interest units have no expiration date.

Filing footnotes · ownership attribution and instrument terms

F1: Long-term incentive units are profits interest units in the Issuer, of which Digital Realty Trust, Inc. ("General Partner") is the general partner. Vested profits interest units may be converted into an equal number of common limited partnership ("Common Units") in the Issuer subject to the terms of the Issuer's limited partnership agreement. Common Units are redeemable for cash based on the fair market value of an equivalent numbers of shares of the General Partner's common stock, or, at the election of the General Partner, for an equal number of shares of the General Partner's common stock, subject to adjustment in the event of stock splits, stock dividends, issuance of stock rights, specified extraordinary distributions or similar events..

F2: Twenty-five percent (25%) of these units will vest on February 27, 2018, an additional twenty-five percent (25%) will vest on February 27, 2019, an additional twenty-five percent (25%) will vest on February 27, 2020, and the remaining twenty-five percent (25%) will vest on February 27, 2021. The vested profits interest units have no expiration date.

Uniti Group Inc.

Report date May 21, 2026 · Filed May 26, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
COMMON STOCKSEC Table I · non-derivativeDirect22,007 Ending reported balance After 2026-05-21 transaction · row 2
2 source rows · reconciled sequence

Row 1 · 2026-05-21 · Grant · Acquired 13,204 · Balance 13,204

F1: Subject to the reporting person's continued service on the issuer's board of directors, these shares will vest in full on May 21, 2027.

Row 2 · 2026-05-21 · Grant · Acquired 8,803 · Balance 22,007

F2: Subject to the reporting person's continued service on the issuer's board of directors, these shares vest in four equal installments on May 21 of each year, with the first vesting date being May 21, 2027.

Filing footnotes · ownership attribution and instrument terms

F1: Subject to the reporting person's continued service on the issuer's board of directors, these shares will vest in full on May 21, 2027.

F2: Subject to the reporting person's continued service on the issuer's board of directors, these shares vest in four equal installments on May 21 of each year, with the first vesting date being May 21, 2027.

Transaction history

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
May 21, 2026 Filed May 26, 2026 21:42 UTC Uniti Group Inc. UNIT · Entity 4393 GrantCOMMON STOCK 8,803 $0.00 $0.00
Disclosure

SEC source: 0001451569-26-000004 · primary_doc.xml · nonDerivative · entry 2

Appleby Jarrett · CIK 0001451569 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,007

F2 · shares: Subject to the reporting person's continued service on the issuer's board of directors, these shares vest in four equal installments on May 21 of each year, with the first vesting date being May 21, 2027.

Read SEC document
May 21, 2026 Filed May 26, 2026 21:42 UTC Uniti Group Inc. UNIT · Entity 4393 GrantCOMMON STOCK 13,204 $0.00 $0.00
Disclosure

SEC source: 0001451569-26-000004 · primary_doc.xml · nonDerivative · entry 1

Appleby Jarrett · CIK 0001451569 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,204

F1 · shares: Subject to the reporting person's continued service on the issuer's board of directors, these shares will vest in full on May 21, 2027.

Read SEC document
February 28, 2017 Filed Mar 3, 2017 01:49 UTC DIGITAL REALTY TRUST, L.P. DLR · Entity 32832 GrantLong-Term Incentive Units · Derivative 4,125 $0.00 $0.00
Disclosure

SEC source: 0001494877-17-000024 · wf-form4_148850575537252.xml · derivative · entry 1

Appleby Jarrett · CIK 0001451569 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,003

Underlying: Common Units · 4,125 shares

Expires not disclosed

F1 · security: Long-term incentive units are profits interest units in the Issuer, of which Digital Realty Trust, Inc. ("General Partner") is the general partner. Vested profits interest units may be converted into an equal number of common limited partnership ("Common Units") in the Issuer subject to the terms of the Issuer's limited partnership agreement. Common Units are redeemable for cash based on the fair market value of an equivalent numbers of shares of the General Partner's common stock, or, at the election of the General Partner, for an equal number of shares of the General Partner's common stock, subject to adjustment in the event of stock splits, stock dividends, issuance of stock rights, specified extraordinary distributions or similar events..

F2 · derivative.exercise_price: Twenty-five percent (25%) of these units will vest on February 27, 2018, an additional twenty-five percent (25%) will vest on February 27, 2019, an additional twenty-five percent (25%) will vest on February 27, 2020, and the remaining twenty-five percent (25%) will vest on February 27, 2021. The vested profits interest units have no expiration date.

F2 · derivative.exercise_date: Twenty-five percent (25%) of these units will vest on February 27, 2018, an additional twenty-five percent (25%) will vest on February 27, 2019, an additional twenty-five percent (25%) will vest on February 27, 2020, and the remaining twenty-five percent (25%) will vest on February 27, 2021. The vested profits interest units have no expiration date.

F2 · derivative.expiration_date: Twenty-five percent (25%) of these units will vest on February 27, 2018, an additional twenty-five percent (25%) will vest on February 27, 2019, an additional twenty-five percent (25%) will vest on February 27, 2020, and the remaining twenty-five percent (25%) will vest on February 27, 2021. The vested profits interest units have no expiration date.

Read SEC document
February 28, 2017 Filed Mar 3, 2017 01:47 UTC DIGITAL REALTY TRUST, INC. DLR · Entity 2981 GrantLong-Term Incentive Units · Derivative 4,125 $0.00 $0.00
Disclosure

SEC source: 0001297996-17-000032 · wf-form4_148850561433942.xml · derivative · entry 1

Appleby Jarrett · CIK 0001451569 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,003

Underlying: Common Stock · 4,125 shares

Expires not disclosed

F1 · security: Long-Term Incentive Units are profits interest units in Digital Realty Trust, L.P. ("Operating Partnership"), of which the Issuer is the general partner. Profits interest units may initially not have full parity with common limited partnership units of Operating Partnership ("Common Units") with respect to liquidating distributions; however upon the occurrence of specified events, profits interest units may achieve full parity with Common Units for all purposes. Vested profits interest units that have achieved full parity with Common Units may be converted into an equal number of Common Units on a 1-for-1 basis at any time. Common Units are redeemable for cash based on the FMV of an equivalent number of shares of common stock of the Issuer, or, at the election of the Issuer, for an equal number of shares of the Issuer's common stock, subject to adjustment in the event of stock splits, stock dividends, issuance of stock rights, specified extraordinary distributions or similar events.

F2 · derivative.exercise_price: Twenty-five percent (25%) of these units will vest on February 27, 2018, an additional twenty-five percent (25%) will vest on February 27, 2019, an additional twenty-five percent (25%) will vest on February 27, 2020, and the remaining twenty-five percent (25%) will vest on February 27, 2021. The vested profits interest units have no expiration date.

F2 · derivative.exercise_date: Twenty-five percent (25%) of these units will vest on February 27, 2018, an additional twenty-five percent (25%) will vest on February 27, 2019, an additional twenty-five percent (25%) will vest on February 27, 2020, and the remaining twenty-five percent (25%) will vest on February 27, 2021. The vested profits interest units have no expiration date.

F2 · derivative.expiration_date: Twenty-five percent (25%) of these units will vest on February 27, 2018, an additional twenty-five percent (25%) will vest on February 27, 2019, an additional twenty-five percent (25%) will vest on February 27, 2020, and the remaining twenty-five percent (25%) will vest on February 27, 2021. The vested profits interest units have no expiration date.

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.