Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CIM INCOME NAV, INC.NONE · Entity 132294 | Director | February 01, 2018 | June 11, 2018 |
| Cole Credit Property Trust V, Inc.NONE · Entity 144400 | Director | February 01, 2018 | June 11, 2018 |
| Cole Office & Industrial REIT (CCIT II), Inc.NONE · Entity 142087 | Director | February 01, 2018 | June 11, 2018 |
| Goldman Sachs Real Estate Finance Trust IncNONE · Entity 49142 | Director | January 02, 2026 | January 06, 2026 |
| Healthcare Realty Trust IncHR · Entity 3726 | Director | May 19, 2026 | May 20, 2026 |
| Ventas, Inc.VTR · Entity 3044 | Director | April 12, 2018 | April 16, 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.
CIM INCOME NAV, INC.
Report date February 01, 2018 · Filed June 11, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (Wrap Class Shares)SEC Table I · non-derivative | IndirectBy VEREIT Operating Partnerhsip, L.P. | 0 |
Reported balance
After 2018-02-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2018-02-01 · Disposition to issuer · Disposed 13,333 · Balance 0 F1: On February 1, 2018, CCA Acquisition, LLC acquired all of the issued and outstanding shares of common stock of Cole Capital Advisors, Inc. held by VEREIT Operating Partnership, L.P. (formerly ARC Properties Operating Partnership, L.P.). Pursuant to this transaction, VEREIT Operating Partnership, L.P. also disposed of all 13,333 shares of common stock (Wrap Class Shares) of the Issuer to Cole Real Estate Income Strategy (Daily NAV) Advisors, LLC. A value of $15.00 per share was attributed to these shares in the transaction. F2: The reported shares are owned directly by VEREIT Operating Partnership, L.P. The reporting person serves as Chief Executive Officer and a Director of VEREIT, Inc., the general partner of VEREIT Operating Partnership, L.P. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his indirect pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for the purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: On February 1, 2018, CCA Acquisition, LLC acquired all of the issued and outstanding shares of common stock of Cole Capital Advisors, Inc. held by VEREIT Operating Partnership, L.P. (formerly ARC Properties Operating Partnership, L.P.). Pursuant to this transaction, VEREIT Operating Partnership, L.P. also disposed of all 13,333 shares of common stock (Wrap Class Shares) of the Issuer to Cole Real Estate Income Strategy (Daily NAV) Advisors, LLC. A value of $15.00 per share was attributed to these shares in the transaction.
F2: The reported shares are owned directly by VEREIT Operating Partnership, L.P. The reporting person serves as Chief Executive Officer and a Director of VEREIT, Inc., the general partner of VEREIT Operating Partnership, L.P. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his indirect pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for the purposes of Section 16 or for any other purpose.
Cole Credit Property Trust V, Inc.
Report date February 01, 2018 · Filed June 11, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (Class A)SEC Table I · non-derivative | IndirectBy VEREIT Operating Partnership, L.P. | 109,890 |
Reported balance
After 2018-02-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2018-02-01 · Disposition to issuer · Disposed 8,000 · Balance 109,890 F1: On February 1, 2018, CCA Acquisition, LLC acquired all of the issued and outstanding shares of common stock of Cole Capital Advisors, Inc. held by VEREIT Operating Partnership, L.P. (formerly ARC Properties Operating Partnership, L.P.). Pursuant to this transaction, VEREIT Operating Partnership, L.P. also disposed of 8,000 shares of common stock (Class A) of the Issuer to Cole REIT Advisors V, LLC. A value of $25.00 per share was attributed to these shares in the transaction. F2: The reported shares are owned directly by VEREIT Operating Partnership, L.P. The reporting person serves as Chief Executive Officer and a Director of VEREIT, Inc., the general partner of VEREIT Operating Partnership, L.P. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his indirect pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for the purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: On February 1, 2018, CCA Acquisition, LLC acquired all of the issued and outstanding shares of common stock of Cole Capital Advisors, Inc. held by VEREIT Operating Partnership, L.P. (formerly ARC Properties Operating Partnership, L.P.). Pursuant to this transaction, VEREIT Operating Partnership, L.P. also disposed of 8,000 shares of common stock (Class A) of the Issuer to Cole REIT Advisors V, LLC. A value of $25.00 per share was attributed to these shares in the transaction.
F2: The reported shares are owned directly by VEREIT Operating Partnership, L.P. The reporting person serves as Chief Executive Officer and a Director of VEREIT, Inc., the general partner of VEREIT Operating Partnership, L.P. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his indirect pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for the purposes of Section 16 or for any other purpose.
Cole Office & Industrial REIT (CCIT II), Inc.
Report date February 01, 2018 · Filed June 11, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (Class A)SEC Table I · non-derivative | IndirectBy VEREIT Operating Partnership, L.P. | 274,725 |
Reported balance
After 2018-02-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2018-02-01 · Disposition to issuer · Disposed 20,000 · Balance 274,725 F1: On February 1, 2018, CCA Acquisition, LLC acquired all of the issued and outstanding shares of common stock of Cole Capital Advisors, Inc. held by VEREIT Operating Partnership, L.P. (formerly ARC Properties Operating Partnership, L.P.). Pursuant to this transaction, VEREIT Operating Partnership, L.P. also disposed of 20,000 shares of common stock (Class A) of the Issuer to Cole Corporate Income Advisors II, LLC. A value of $10.00 per share was attributed to these shares in the transaction. F2: The reported shares are owned directly by VEREIT Operating Partnership, L.P. The reporting person serves as Chief Executive Officer and a Director of VEREIT, Inc., the general partner of VEREIT Operating Partnership, L.P. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his indirect pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for the purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: On February 1, 2018, CCA Acquisition, LLC acquired all of the issued and outstanding shares of common stock of Cole Capital Advisors, Inc. held by VEREIT Operating Partnership, L.P. (formerly ARC Properties Operating Partnership, L.P.). Pursuant to this transaction, VEREIT Operating Partnership, L.P. also disposed of 20,000 shares of common stock (Class A) of the Issuer to Cole Corporate Income Advisors II, LLC. A value of $10.00 per share was attributed to these shares in the transaction.
F2: The reported shares are owned directly by VEREIT Operating Partnership, L.P. The reporting person serves as Chief Executive Officer and a Director of VEREIT, Inc., the general partner of VEREIT Operating Partnership, L.P. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his indirect pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for the purposes of Section 16 or for any other purpose.
Goldman Sachs Real Estate Finance Trust Inc
Report date January 02, 2026 · Filed January 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Series I Shares, par value $0.01 per shareSEC Table I · non-derivative | Direct | 7,558.08 |
Reported balance
After 2026-01-02 transaction · row 1
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 4,489.23 · Balance 7,558.08 F1: Reflects a grant of restricted stock pursuant to the Issuer's independent director compensation plan (the "Plan") which remains subject to vesting as described in the Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a grant of restricted stock pursuant to the Issuer's independent director compensation plan (the "Plan") which remains subject to vesting as described in the Plan.
Healthcare Realty Trust Inc
Report date May 19, 2026 · Filed May 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,701 |
Reported balance
After 2026-05-19 transaction · row 1
1 source rowRow 1 · 2026-05-19 · Grant · Acquired 6,683 · Balance 25,701 |
Ventas, Inc.
Report date April 12, 2018 · Filed April 16, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,814.954 |
Reported balance
After 2018-04-12 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-04-12 · Grant · Acquired 290.454 · Balance 34,814.954 F1: Common stock in the form of units granted under the Ventas Nonemployee Directors' Deferred Stock Compensation Plan (the "Plan") as a result of dividend equivalents credited with respect to the dividend on Issuer's common stock paid on April 12, 2018. Such units are payable solely in common stock and subject to the terms and conditions of the director's deferral election and the Plan. F2: As of April 12, 2018, Reporting Person owns options to purchase an aggregate of 15,265 shares of Issuer's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Common stock in the form of units granted under the Ventas Nonemployee Directors' Deferred Stock Compensation Plan (the "Plan") as a result of dividend equivalents credited with respect to the dividend on Issuer's common stock paid on April 12, 2018. Such units are payable solely in common stock and subject to the terms and conditions of the director's deferral election and the Plan.
F2: As of April 12, 2018, Reporting Person owns options to purchase an aggregate of 15,265 shares of Issuer's common stock.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
VEREIT, Inc.
Report date November 01, 2021 · Filed November 01, 2021
Section 16 reporting ended · disclosed 2021-11-01. 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 |
Ending reported balance
After 2021-11-01 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2021-11-01 · Grant · Acquired 49,019 · Balance 857,523 F1: Represents additional performance-based restricted stock units awarded to the Reporting Person in connection with the performance-based restricted stock units awarded on February 20, 2019 pursuant to the Issuer's Equity Plan. On November 1, 2021, the Issuer determined that the pre-established performance goals had been achieved at a level resulting in a grant of performance-based restricted stock units at 160% of the target shares. Row 2 · 2021-11-01 · Grant · Acquired 33,354 · Balance 890,877 F2: Represents additional performance-based restricted stock units awarded to the Reporting Person in connection with the performance-based restricted stock units awarded on February 25, 2020 pursuant to the Issuer's Equity Plan. On November 1, 2021, the Issuer determined that the pre-established performance goals had been achieved at a level resulting in a grant of performance-based restricted stock units at 148.23% of the target shares. Row 3 · 2021-11-01 · Grant · Acquired 57,396 · Balance 948,273 F3: Represents additional performance-based restricted stock units awarded to the Reporting Person in connection with the performance-based restricted stock units awarded on February 23, 2021 pursuant to the Issuer's Equity Plan. On November 1, 2021, the Issuer determined that the pre-established performance goals had been achieved at a level resulting in a grant of performance-based restricted stock units at 160% of the target shares. Row 4 · 2021-11-01 · Disposition to issuer · Disposed 408,472 · Balance 539,801 F4: Represents shares of VEREIT, Inc. ("VEREIT") common stock disposed in connection with the Agreement and Plan of Merger by and among Realty Income Corporation ("Realty Income"), Rams MD Subsidiary I, Inc., Rams Acquisition Sub II, LLC, VEREIT and VEREIT Operating Partnership, L.P., dated as of April 29, 2021 (as amended or supplemented from time to time, the "Merger Agreement"). In accordance with the Merger Agreement, upon the Effective Time (as defined in the Merger Agreement), each share of VEREIT common stock was converted into the right to receive 0.705 shares of common stock of Realty Income (the "Exchange Ratio"). Row 5 · 2021-11-01 · Disposition to issuer · Disposed 153,517 · Balance 386,284 F5: As of the Effective Time, time-based restricted stock units awarded to the Reporting Person were converted into a Realty Income restricted stock unit award with respect to a number of whole shares of Realty Income common stock equal to the product obtained by multiplying the number of shares of VEREIT common stock subject to such time-based restricted stock unit award as of immediately prior to the Effective Time by the Exchange Ratio. The converted time-based restricted stock units otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time. Row 6 · 2021-11-01 · Disposition to issuer · Disposed 386,284 · Balance 0 F6: As of the Effective Time, performance-based restricted stock units awarded to the Reporting Person were converted into a Realty Income restricted stock unit award with respect to a number of whole shares of Realty Income common stock equal to the product obtained by multiplying the number of shares of VEREIT common stock subject to such performance-based restricted stock unit award determined based on the actual level of achievement of the applicable performance goals as of immediately prior to the Effective Time and otherwise in accordance with the applicable award agreement by the Exchange Ratio. The converted performance-based restricted stock units otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $41.30 · Expires 2029-02-20 | Direct | 0 |
Reported balance
After 2021-11-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2021-11-01 · Disposition to issuer · Disposed 81,081 · Balance 0 F7: As of the Effective Time, these options were converted into the right to acquire (i) that number of shares of Realty Income common stock equal to the product obtained by multiplying (A) the number of shares of VEREIT common stock subject to such option as of immediately prior to the Effective Time by (B) the Exchange Ratio, (ii) at an exercise price per share of Realty Income Common Stock equal to the quotient obtained by dividing (A) the exercise price per share of VEREIT common stock of such option by (B) the Exchange Ratio. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $34.20 · Expires 2028-02-21 | Direct | 0 |
Reported balance
After 2021-11-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2021-11-01 · Disposition to issuer · Disposed 78,947 · Balance 0 F7: As of the Effective Time, these options were converted into the right to acquire (i) that number of shares of Realty Income common stock equal to the product obtained by multiplying (A) the number of shares of VEREIT common stock subject to such option as of immediately prior to the Effective Time by (B) the Exchange Ratio, (ii) at an exercise price per share of Realty Income Common Stock equal to the quotient obtained by dividing (A) the exercise price per share of VEREIT common stock of such option by (B) the Exchange Ratio. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents additional performance-based restricted stock units awarded to the Reporting Person in connection with the performance-based restricted stock units awarded on February 20, 2019 pursuant to the Issuer's Equity Plan. On November 1, 2021, the Issuer determined that the pre-established performance goals had been achieved at a level resulting in a grant of performance-based restricted stock units at 160% of the target shares.
F2: Represents additional performance-based restricted stock units awarded to the Reporting Person in connection with the performance-based restricted stock units awarded on February 25, 2020 pursuant to the Issuer's Equity Plan. On November 1, 2021, the Issuer determined that the pre-established performance goals had been achieved at a level resulting in a grant of performance-based restricted stock units at 148.23% of the target shares.
F3: Represents additional performance-based restricted stock units awarded to the Reporting Person in connection with the performance-based restricted stock units awarded on February 23, 2021 pursuant to the Issuer's Equity Plan. On November 1, 2021, the Issuer determined that the pre-established performance goals had been achieved at a level resulting in a grant of performance-based restricted stock units at 160% of the target shares.
F4: Represents shares of VEREIT, Inc. ("VEREIT") common stock disposed in connection with the Agreement and Plan of Merger by and among Realty Income Corporation ("Realty Income"), Rams MD Subsidiary I, Inc., Rams Acquisition Sub II, LLC, VEREIT and VEREIT Operating Partnership, L.P., dated as of April 29, 2021 (as amended or supplemented from time to time, the "Merger Agreement"). In accordance with the Merger Agreement, upon the Effective Time (as defined in the Merger Agreement), each share of VEREIT common stock was converted into the right to receive 0.705 shares of common stock of Realty Income (the "Exchange Ratio").
F5: As of the Effective Time, time-based restricted stock units awarded to the Reporting Person were converted into a Realty Income restricted stock unit award with respect to a number of whole shares of Realty Income common stock equal to the product obtained by multiplying the number of shares of VEREIT common stock subject to such time-based restricted stock unit award as of immediately prior to the Effective Time by the Exchange Ratio. The converted time-based restricted stock units otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time.
F6: As of the Effective Time, performance-based restricted stock units awarded to the Reporting Person were converted into a Realty Income restricted stock unit award with respect to a number of whole shares of Realty Income common stock equal to the product obtained by multiplying the number of shares of VEREIT common stock subject to such performance-based restricted stock unit award determined based on the actual level of achievement of the applicable performance goals as of immediately prior to the Effective Time and otherwise in accordance with the applicable award agreement by the Exchange Ratio. The converted performance-based restricted stock units otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time.
F7: As of the Effective Time, these options were converted into the right to acquire (i) that number of shares of Realty Income common stock equal to the product obtained by multiplying (A) the number of shares of VEREIT common stock subject to such option as of immediately prior to the Effective Time by (B) the Exchange Ratio, (ii) at an exercise price per share of Realty Income Common Stock equal to the quotient obtained by dividing (A) the exercise price per share of VEREIT common stock of such option by (B) the Exchange Ratio.
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 |
|---|---|---|---|---|---|---|
| January 01, 2017 Filed Jan 4, 2017 21:48 UTC | Ventas, Inc. VTR · Entity 3044 | GrantCommon Stock | 439.859 | $62.52 | $27,499.98 |
DisclosureSEC source: 0000740260-17-000018 · wf-form4_148356650404397.xml · nonDerivative · entry 1 RUFRANO GLENN J · CIK 0001167958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,597.104 F1 · shares: Common stock in the form of units granted under the Ventas Nonemployee Directors' Deferred Stock Compensation Plan (the "Deferred Plan") in lieu of director fees pursuant to the director's deferral election. Such units are payable solely in common stock and subject to the terms and conditions of the director's deferral election and the Deferred Plan. F2 · balance_after: Includes 177.949 units acquired on December 30, 2016 under the Deferred Plan as a result of dividend equivalents credited with respect to the dividend on Issuer's common stock paid on December 30, 2016. Read SEC document |
| October 01, 2016 Filed Oct 3, 2016 20:29 UTC | Ventas, Inc. VTR · Entity 3044 | GrantCommon Stock | 389.353 | $70.63 | $27,500.00 |
DisclosureSEC source: 0000740260-16-000319 · wf-form4_147552657076322.xml · nonDerivative · entry 1 RUFRANO GLENN J · CIK 0001167958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,979.296 F1 · shares: Common stock in the form of units granted under the Ventas Nonemployee Directors' Deferred Stock Compensation Plan (the "Plan") in lieu of director fees pursuant to the director's deferral election. Such units are payable solely in common stock and subject to the terms and conditions of the director's deferral election and the Plan. F2 · balance_after: Includes 142.869 units acquired on September 30, 2016 under the Plan as a result of dividend equivalents credited with respect to the dividend on Issuer's common stock paid on September 30, 2016. F3 · balance_after: As of October 3, 2016, Reporting Person owns options to purchase an aggregate of 15,265 shares of Issuer's common 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.