Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HINES GLOBAL INCOME TRUST, INC.N/A · Entity 9818 | Director | October 01, 2026 | October 02, 2026 |
| MSC INCOME FUND, INC.MSIF · Entity 5377 | Director | May 15, 2026 | May 19, 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.
HINES GLOBAL INCOME TRUST, INC.
Report date October 01, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 69,827.154 |
Reported balance
After 2026-10-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 7,629.705 · Balance 69,827.154 F1: Securities acquired are restricted Class I shares of common stock granted to the director following his re-election to the Issuer's board of directors on September 29, 2026. F2: Amount of securities beneficially owned includes both Class AX and Class I shares of common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Securities acquired are restricted Class I shares of common stock granted to the director following his re-election to the Issuer's board of directors on September 29, 2026.
F2: Amount of securities beneficially owned includes both Class AX and Class I shares of common stock.
MSC INCOME FUND, INC.
Report date May 15, 2026 · Filed May 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,648 |
Reported balance
After 2026-05-15 transaction · row 1
1 source rowRow 1 · 2026-05-15 · Purchase · Acquired 4,922 · Balance 43,648 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ADAMS RESOURCES & ENERGY, INC.
Report date February 04, 2025 · Filed February 04, 2025
Section 16 reporting ended · disclosed 2025-02-04. 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 |
Reported balance
After 2025-02-04 transaction · row 1
1 source rowRow 1 · 2025-02-04 · Disposition to issuer · Disposed 5,267 · Balance 0 F1: Represents shares of Adams Resources & Energy, Inc. ("AE") common stock disposed of in connection with the Agreement and Plan of Merger (the "Merger Agreement"), dated as of November 11, 2024, by and among AE, ARE Equity Corporation, a Texas corporation ("Parent") as successor-in-interest to Tres Energy LLC, a Texas limited liability company, and ARE Acquisition Corporation, a Delaware corporation and a direct, wholly owned subsidiary of Parent ("Merger Sub"), pursuant to which Merger Sub would merge with and into AE, with AE surviving the merger as a wholly owned subsidiary of Parent. In accordance with the Merger Agreement, at the effective time of the merger contemplated thereby (the "Effective Time"), each share of AE common stock held by the reporting person was converted into the right to receive $38.00 in cash (the "Merger Consideration"). |
| Restricted stock unitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-02-04 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-02-04 · Disposition to issuer · Disposed 817 · Balance 0 F2: In accordance with the Merger Agreement, at the Effective Time, each restricted stock unit award under the AE 2018 Long-Term Incentive Plan, as amended and restated, was cashed out based on the Merger Consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of Adams Resources & Energy, Inc. ("AE") common stock disposed of in connection with the Agreement and Plan of Merger (the "Merger Agreement"), dated as of November 11, 2024, by and among AE, ARE Equity Corporation, a Texas corporation ("Parent") as successor-in-interest to Tres Energy LLC, a Texas limited liability company, and ARE Acquisition Corporation, a Delaware corporation and a direct, wholly owned subsidiary of Parent ("Merger Sub"), pursuant to which Merger Sub would merge with and into AE, with AE surviving the merger as a wholly owned subsidiary of Parent. In accordance with the Merger Agreement, at the effective time of the merger contemplated thereby (the "Effective Time"), each share of AE common stock held by the reporting person was converted into the right to receive $38.00 in cash (the "Merger Consideration").
F2: In accordance with the Merger Agreement, at the Effective Time, each restricted stock unit award under the AE 2018 Long-Term Incentive Plan, as amended and restated, was cashed out based on the Merger Consideration.
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 2, 2026 22:50 UTC | HINES GLOBAL INCOME TRUST, INC. N/A · Entity 9818 | GrantCommon Stock, par value $0.001 per share | 7,629.705 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-064479 · wk-form4_1790967011.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,827.154 F1 · price: Securities acquired are restricted Class I shares of common stock granted to the director following his re-election to the Issuer's board of directors on September 29, 2026. F2 · balance_after: Amount of securities beneficially owned includes both Class AX and Class I shares of common stock. Read SEC document |
| May 15, 2026 Filed May 19, 2026 20:30 UTC | MSC INCOME FUND, INC. MSIF · Entity 5377 | PurchaseCommon Stock | 4,922 | $12.10 | $59,556.20 |
DisclosureSEC source: 0001493815-26-000004 · form4-05192026_040501.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,648 Read SEC document |
| March 09, 2026 Filed Mar 10, 2026 20:30 UTC | MSC INCOME FUND, INC. MSIF · Entity 5377 | PurchaseCommon Stock | 1,887 | $12.42 | $23,436.54 |
DisclosureSEC source: 0001493815-26-000002 · form4-03102026_040312.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,726.041 Read SEC document |
| November 03, 2025 Filed Nov 4, 2025 23:19 UTC | HINES GLOBAL INCOME TRUST, INC. N/A · Entity 9818 | GrantCommon Stock, par value $0.001 per share | 7,645.26 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-049090 · wk-form4_1762298386.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,197.449 F1 · price: Securities acquired are restricted Class I shares of common stock granted to the director following his re-election to the Issuer's board of directors on September 30, 2025. F2 · balance_after: Amount of securities beneficially owned includes both Class AX and Class I shares of common stock. Read SEC document |
| October 31, 2025 Filed Nov 14, 2025 21:30 UTC | MSC INCOME FUND, INC. MSIF · Entity 5377 | OtherCommon Stock | 758.57 | $12.64 | $9,588.32 |
DisclosureSEC source: 0001493815-25-000010 · form4-11142025_041110.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,839.041 F1 · kind: The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| September 26, 2025 Filed Sep 29, 2025 20:30 UTC | MSC INCOME FUND, INC. MSIF · Entity 5377 | PurchaseCommon Stock | 1,713 | $13.50 | $23,125.50 |
DisclosureSEC source: 0001493815-25-000008 · form4-09292025_040901.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,080.471 Read SEC document |
| September 23, 2025 Filed Sep 24, 2025 20:30 UTC | MSC INCOME FUND, INC. MSIF · Entity 5377 | PurchaseCommon Stock | 2,000 | $13.75 | $27,500.00 |
DisclosureSEC source: 0001493815-25-000006 · form4-09242025_040901.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,367.471 Read SEC document |
| September 09, 2025 Filed Sep 10, 2025 20:30 UTC | MSC INCOME FUND, INC. MSIF · Entity 5377 | PurchaseCommon Stock | 4,240 | $13.92 | $59,020.80 |
DisclosureSEC source: 0001493815-25-000004 · form4-09102025_040901.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,367.471 F1 · price: The price reported is a weighted average price. These shares were purchased in multiple transaction at prices ranging from $13.90 to $13.93, inclusive. The reporting person undertakes to provide to MSC Income Fund, Inc, any of its security holders, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 01, 2025 Filed Aug 18, 2025 20:30 UTC | MSC INCOME FUND, INC. MSIF · Entity 5377 | OtherCommon Stock | 611.345 | $15.32 | $9,365.81 |
DisclosureSEC source: 0001415889-25-022172 · form4-08182025_040812.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,127.471 F1 · kind: The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| May 01, 2025 Filed May 19, 2025 20:30 UTC | MSC INCOME FUND, INC. MSIF · Entity 5377 | OtherCommon Stock | 604.636 | $15.13 | $9,148.14 |
DisclosureSEC source: 0001415889-25-013636 · form4-05192025_040502.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,516.126 F1 · kind: The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| February 04, 2025 Filed Feb 4, 2025 16:31 UTC | ADAMS RESOURCES & ENERGY, INC. AE · Entity 83655 | Disposition to issuerRestricted stock units · Derivative | 817 | $38.00 | $31,046.00 |
DisclosureSEC source: 0000002178-25-000055 · wk-form4_1738704665.xml · derivative · entry 2 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 817 shares Expires not disclosed F2 · derivative.exercise_price: In accordance with the Merger Agreement, at the Effective Time, each restricted stock unit award under the AE 2018 Long-Term Incentive Plan, as amended and restated, was cashed out based on the Merger Consideration. F2 · derivative.exercise_date: In accordance with the Merger Agreement, at the Effective Time, each restricted stock unit award under the AE 2018 Long-Term Incentive Plan, as amended and restated, was cashed out based on the Merger Consideration. F2 · derivative.expiration_date: In accordance with the Merger Agreement, at the Effective Time, each restricted stock unit award under the AE 2018 Long-Term Incentive Plan, as amended and restated, was cashed out based on the Merger Consideration. Read SEC document |
| February 04, 2025 Filed Feb 4, 2025 16:31 UTC | ADAMS RESOURCES & ENERGY, INC. AE · Entity 83655 | Disposition to issuerCommon stock | 5,267 | $38.00 | $200,146.00 |
DisclosureSEC source: 0000002178-25-000055 · wk-form4_1738704665.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: Represents shares of Adams Resources & Energy, Inc. ("AE") common stock disposed of in connection with the Agreement and Plan of Merger (the "Merger Agreement"), dated as of November 11, 2024, by and among AE, ARE Equity Corporation, a Texas corporation ("Parent") as successor-in-interest to Tres Energy LLC, a Texas limited liability company, and ARE Acquisition Corporation, a Delaware corporation and a direct, wholly owned subsidiary of Parent ("Merger Sub"), pursuant to which Merger Sub would merge with and into AE, with AE surviving the merger as a wholly owned subsidiary of Parent. In accordance with the Merger Agreement, at the effective time of the merger contemplated thereby (the "Effective Time"), each share of AE common stock held by the reporting person was converted into the right to receive $38.00 in cash (the "Merger Consideration"). F1 · price: Represents shares of Adams Resources & Energy, Inc. ("AE") common stock disposed of in connection with the Agreement and Plan of Merger (the "Merger Agreement"), dated as of November 11, 2024, by and among AE, ARE Equity Corporation, a Texas corporation ("Parent") as successor-in-interest to Tres Energy LLC, a Texas limited liability company, and ARE Acquisition Corporation, a Delaware corporation and a direct, wholly owned subsidiary of Parent ("Merger Sub"), pursuant to which Merger Sub would merge with and into AE, with AE surviving the merger as a wholly owned subsidiary of Parent. In accordance with the Merger Agreement, at the effective time of the merger contemplated thereby (the "Effective Time"), each share of AE common stock held by the reporting person was converted into the right to receive $38.00 in cash (the "Merger Consideration"). Read SEC document |
| January 31, 2025 Filed Feb 21, 2025 21:30 UTC | MSC INCOME FUND, INC. MSIF · Entity 5377 | OtherCommon Stock | 565.398 | $15.82 | $8,944.60 |
DisclosureSEC source: 0001415889-25-005074 · form4-02212025_040201.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,911.49 F1 · kind: The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| January 30, 2025 Filed Jan 30, 2025 21:30 UTC | MSC INCOME FUND, INC. NONE · Entity 5377 | PurchaseCommon Stock | 1,500 | $15.53 | $23,295.00 |
DisclosureSEC source: 0001415889-25-002375 · form4-01302025_040115.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,346.092 F1 · balance_after: On December 16, 2024, MSC Income Fund, Inc. effectuated a 2-for-1 reverse stock split of its outstanding common stock resulting in every two shares being converted into one share (the "Reverse Stock Split"). All amounts of securities listed herein have been adjusted to reflect the effect of the Reverse Stock Split. Read SEC document |
| November 01, 2024 Filed Nov 5, 2024 20:38 UTC | HINES GLOBAL INCOME TRUST, INC. N/A · Entity 9818 | GrantCommon Stock, par value $0.001 per share | 7,485.03 | $0.00 | $0.00 |
DisclosureSEC source: 0001585101-24-000070 · wk-form4_1730839128.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,552.189 F1 · price: Securities acquired are restricted Class I shares of common stock granted to the director following his re-election to the Issuer's board of directors on October 1, 2024. F2 · balance_after: Amount of securities beneficially owned includes both Class AX and Class I shares of common stock. Read SEC document |
| November 01, 2024 Filed Nov 13, 2024 21:30 UTC | MSC INCOME FUND, INC. NONE · Entity 5377 | OtherCommon Stock | 1,108.376 | $7.89 | $8,745.09 |
DisclosureSEC source: 0001415889-24-026703 · form4-11132024_041104.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,692.185 F1 · kind: The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| August 01, 2024 Filed Aug 13, 2024 20:30 UTC | MSC INCOME FUND, INC. NONE · Entity 5377 | OtherCommon Stock | 1,071.702 | $7.98 | $8,552.18 |
DisclosureSEC source: 0001415889-24-021162 · form4-08132024_040805.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,583.809 F1 · kind: Since the filing of the Reporting Person's last filing on Form 4 and before the transaction reported herein, the reporting person acquired 13,922.519 shares under the issuer's dividend reinvestment plan. Read SEC document |
| May 29, 2024 Filed May 29, 2024 17:26 UTC | ADAMS RESOURCES & ENERGY, INC. AE · Entity 83655 | PurchaseCommon stock | 400 | $26.00 | $10,400.00 |
DisclosureSEC source: 0000002178-24-000056 · wk-form4_1717017958.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,267 Read SEC document |
| May 01, 2024 Filed May 13, 2024 20:30 UTC | MSC INCOME FUND, INC. NONE · Entity 5377 | OtherCommon Stock | 1,083.148 | $7.93 | $8,589.36 |
DisclosureSEC source: 0001415889-24-012990 · form4-05132024_040502.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,512.107 F1 · kind: The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 17:58 UTC | ADAMS RESOURCES & ENERGY, INC. AE · Entity 83655 | GrantRestricted stock units · Derivative | 817 | $0.00 | $0.00 |
DisclosureSEC source: 0000002178-24-000018 · wk-form4_1709593121.xml · derivative · entry 3 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 817 Underlying: Common stock · 817 shares Expires not disclosed F2 · derivative.exercise_price: The reporting person received a grant of 817 restricted stock units of Adams Resources & Energy, Inc. (AE) on March 1, 2024 and vesting on March 1, 2025. Each restricted stock unit represents a contingent right to receive one share of AE common stock upon vesting. F3 · derivative.exercise_date: The restricted stock units will vest (i.e., the restrictions will lapse) on March 1, 2025, provided the reporting person remains in continuing active service on the vesting date (subject to accelerated vesting in some circumstances). F3 · derivative.expiration_date: The restricted stock units will vest (i.e., the restrictions will lapse) on March 1, 2025, provided the reporting person remains in continuing active service on the vesting date (subject to accelerated vesting in some circumstances). Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 17:58 UTC | ADAMS RESOURCES & ENERGY, INC. AE · Entity 83655 | Exercise / conversionRestricted stock units · Derivative | 366 | $0.00 | $0.00 |
DisclosureSEC source: 0000002178-24-000018 · wk-form4_1709593121.xml · derivative · entry 2 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 366 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: The reporting person previously received a grant of 366 restricted stock units of Adams Resources & Energy, Inc. (AE) on March 1, 2023 and vesting on March 1, 2024. Each restricted stock unit represents a contingent right to receive one share of AE common stock upon vesting. F1 · derivative.exercise_date: The reporting person previously received a grant of 366 restricted stock units of Adams Resources & Energy, Inc. (AE) on March 1, 2023 and vesting on March 1, 2024. Each restricted stock unit represents a contingent right to receive one share of AE common stock upon vesting. F1 · derivative.expiration_date: The reporting person previously received a grant of 366 restricted stock units of Adams Resources & Energy, Inc. (AE) on March 1, 2023 and vesting on March 1, 2024. Each restricted stock unit represents a contingent right to receive one share of AE common stock upon vesting. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 17:58 UTC | ADAMS RESOURCES & ENERGY, INC. AE · Entity 83655 | Exercise / conversionCommon stock | 366 | $0.00 | $0.00 |
DisclosureSEC source: 0000002178-24-000018 · wk-form4_1709593121.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,867 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 |
| January 31, 2024 Filed Feb 6, 2024 21:30 UTC | MSC INCOME FUND, INC. NONE · Entity 5377 | OtherCommon Stock | 998.779 | $7.96 | $7,950.28 |
DisclosureSEC source: 0001415889-24-002802 · form4-02062024_040211.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,428.959 F1 · kind: The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| November 01, 2023 Filed Nov 17, 2023 21:30 UTC | MSC INCOME FUND, INC. NONE · Entity 5377 | OtherCommon Stock | 987 | $7.88 | $7,777.56 |
DisclosureSEC source: 0001415889-23-015259 · form4-11172023_041110.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,430.18 F1 · kind: The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| October 02, 2023 Filed Oct 3, 2023 21:36 UTC | HINES GLOBAL INCOME TRUST, INC. N/A · Entity 9818 | GrantCommon Stock, par value $0.001 per share | 7,225.434 | $0.00 | $0.00 |
DisclosureSEC source: 0001585101-23-000061 · wk-form4_1696368979.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,067.159 F1 · price: Securities acquired are restricted Class I shares of common stock granted to the director following his re-election to the Issuer's board of directors on September 20, 2023. F2 · balance_after: Amount of securities beneficially owned includes both Class AX and Class I shares of common stock. Read SEC document |
| August 01, 2023 Filed Aug 11, 2023 20:30 UTC | MSC INCOME FUND, INC. NONE · Entity 5377 | OtherCommon Stock | 964.359 | $7.89 | $7,608.79 |
DisclosureSEC source: 0001415889-23-012141 · form4-08112023_040815.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,443.18 F1 · kind: The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| May 01, 2023 Filed May 9, 2023 20:30 UTC | MSC INCOME FUND, INC. NONE · Entity 5377 | OtherCommon Stock | 951.694 | $7.82 | $7,442.25 |
DisclosureSEC source: 0001415889-23-007649 · form4-05092023_040520.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,478.821 F1 · kind: The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 16:29 UTC | ADAMS RESOURCES & ENERGY, INC. AE · Entity 83655 | GrantRestricted stock units · Derivative | 366 | $0.00 | $0.00 |
DisclosureSEC source: 0000002178-23-000023 · wf-form4_167779254253483.xml · derivative · entry 3 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 366 Underlying: Common stock · 366 shares Expires not disclosed F2 · derivative.exercise_price: The reporting person received a grant of 366 restricted stock units of Adams Resources & Energy, Inc. (AE) on March 1, 2023. Each restricted stock unit represents a contingent right to receive one share of AE common stock upon vesting. F3 · derivative.exercise_date: The restricted stock units will vest (i.e., the restrictions will lapse) on March 1, 2024, provided the reporting person remains in continuing active service on the vesting date (subject to accelerated vesting in some circumstances). F3 · derivative.expiration_date: The restricted stock units will vest (i.e., the restrictions will lapse) on March 1, 2024, provided the reporting person remains in continuing active service on the vesting date (subject to accelerated vesting in some circumstances). Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 16:29 UTC | ADAMS RESOURCES & ENERGY, INC. AE · Entity 83655 | Exercise / conversionRestricted stock units · Derivative | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0000002178-23-000023 · wf-form4_167779254253483.xml · derivative · entry 2 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 500 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: The reporting person previously received a grant of 500 restricted stock units of Adams Resources & Energy, Inc. (AE) on March 1, 2022 and vesting on March 1, 2023. Each restricted stock unit represents a contingent right to receive one share of AE common stock upon vesting. F1 · derivative.exercise_date: The reporting person previously received a grant of 500 restricted stock units of Adams Resources & Energy, Inc. (AE) on March 1, 2022 and vesting on March 1, 2023. Each restricted stock unit represents a contingent right to receive one share of AE common stock upon vesting. F1 · derivative.expiration_date: The reporting person previously received a grant of 500 restricted stock units of Adams Resources & Energy, Inc. (AE) on March 1, 2022 and vesting on March 1, 2023. Each restricted stock unit represents a contingent right to receive one share of AE common stock upon vesting. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 16:29 UTC | ADAMS RESOURCES & ENERGY, INC. AE · Entity 83655 | Exercise / conversionCommon stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0000002178-23-000023 · wf-form4_167779254253483.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,501 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 |
| January 30, 2023 Filed Feb 23, 2023 21:30 UTC | MSC INCOME FUND, INC. NONE · Entity 5377 | OtherCommon Stock | 852.674 | $7.82 | $6,667.91 |
DisclosureSEC source: 0001415889-23-003181 · form4-02232023_040224.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,527.127 F1 · kind: The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| November 01, 2022 Filed Nov 10, 2022 21:30 UTC | MSC INCOME FUND, INC. NONE · Entity 5377 | OtherCommon Stock | 836.626 | $7.81 | $6,534.05 |
DisclosureSEC source: 0001415889-22-011288 · form4-11102022_041131.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,674.453 F1 · kind: The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| October 03, 2022 Filed Oct 5, 2022 19:11 UTC | HINES GLOBAL INCOME TRUST, INC. N/A · Entity 9818 | GrantCommon Stock, par value $0.001 per share | 6,672.598 | $0.00 | $0.00 |
DisclosureSEC source: 0001585101-22-000063 · wf-form4_166499706092098.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,841.725 F1 · price: Securities acquired are restricted Class I shares of common stock granted to the director following his re-election to the Issuer's board of directors on September 7, 2022. F2 · balance_after: Amount of securities beneficially owned includes both Class AX and Class I shares of common stock. Read SEC document |
| August 01, 2022 Filed Aug 19, 2022 20:52 UTC | MSC INCOME FUND, INC. NONE · Entity 5377 | OtherCommon Stock | 821.893 | $7.79 | $6,402.55 |
DisclosureSEC source: 0001415889-22-008907 · form4-08192022_010808.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,837.827 F1 · kind: The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| May 02, 2022 Filed May 6, 2022 20:55 UTC | MSC INCOME FUND, INC. NONE · Entity 5377 | OtherCommon Stock | 816.652 | $7.92 | $6,467.88 |
DisclosureSEC source: 0001415889-22-004730 · form4-05062022_040521.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,015.934 F1 · kind: The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 16:45 UTC | ADAMS RESOURCES & ENERGY, INC. AE · Entity 83655 | GrantRestricted stock units · Derivative | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0000002178-22-000020 · wf-form4_164625746773126.xml · derivative · entry 3 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 Underlying: Common stock · 500 shares Expires not disclosed F2 · derivative.exercise_price: The reporting person received a grant of 500 restricted stock units of Adams Resources & Energy, Inc. (AE) on March 1, 2022. Each restricted stock unit represents a contingent right to receive one share of AE common stock upon vesting. F3 · derivative.exercise_date: The restricted stock units will vest (i.e., the restrictions will lapse) on March 1, 2023, provided the reporting person remains in continuing active service on the vesting date (subject to accelerated vesting in some circumstances). F3 · derivative.expiration_date: The restricted stock units will vest (i.e., the restrictions will lapse) on March 1, 2023, provided the reporting person remains in continuing active service on the vesting date (subject to accelerated vesting in some circumstances). Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 16:45 UTC | ADAMS RESOURCES & ENERGY, INC. AE · Entity 83655 | Exercise / conversionRestricted stock units · Derivative | 536 | $0.00 | $0.00 |
DisclosureSEC source: 0000002178-22-000020 · wf-form4_164625746773126.xml · derivative · entry 2 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 536 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: The reporting person previously received a grant of 536 restricted stock units of Adams Resources & Energy, Inc. (AE) on March 1, 2021 and vesting on March 1, 2022. Each restricted stock unit represents a contingent right to receive one share of AE common stock upon vesting. F1 · derivative.exercise_date: The reporting person previously received a grant of 536 restricted stock units of Adams Resources & Energy, Inc. (AE) on March 1, 2021 and vesting on March 1, 2022. Each restricted stock unit represents a contingent right to receive one share of AE common stock upon vesting. F1 · derivative.expiration_date: The reporting person previously received a grant of 536 restricted stock units of Adams Resources & Energy, Inc. (AE) on March 1, 2021 and vesting on March 1, 2022. Each restricted stock unit represents a contingent right to receive one share of AE common stock upon vesting. Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 16:45 UTC | ADAMS RESOURCES & ENERGY, INC. AE · Entity 83655 | Exercise / conversionCommon stock | 536 | $0.00 | $0.00 |
DisclosureSEC source: 0000002178-22-000020 · wf-form4_164625746773126.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,001 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 |
| February 01, 2022 Filed Mar 1, 2022 21:29 UTC | MSC INCOME FUND, INC. NONE · Entity 5377 | OtherCommon Stock | 730.422 | $7.90 | $5,770.33 |
DisclosureSEC source: 0001415889-22-002034 · form4-03012022_010309.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,199.28 F1 · kind: The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| November 12, 2021 Filed Nov 15, 2021 08:01 UTC | ADAMS RESOURCES & ENERGY, INC. AE · Entity 83655 | PurchaseCommon stock | 583 | $29.80 | $17,373.40 |
DisclosureSEC source: 0000002178-21-000093 · wf-form4_163698125863606.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,465 Read SEC document |
| November 01, 2021 Filed Nov 4, 2021 20:47 UTC | MSC INCOME FUND, INC. NONE · Entity 5377 | OtherCommon Stock | 733.21 | $7.72 | $5,660.38 |
DisclosureSEC source: 0001415889-21-005065 · form4-11042021_011131.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,468.86 F1 · kind: The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. F2 · balance_after: Since the filing of the Reporting Person's last filing on Form 4 and before the transaction reported herein, the reporting person acquired 13,922.519 shares under the issuer's dividend reinvestment plan. Read SEC document |
| October 01, 2021 Filed Oct 1, 2021 14:41 UTC | HINES GLOBAL INCOME TRUST, INC. N/A · Entity 9818 | GrantCommon Stock, par value $0.001 per share | 4,873.294 | $0.00 | $0.00 |
DisclosureSEC source: 0001585101-21-000081 · wf-form4_163309925346469.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,169.127 F1 · price: Securities acquired are restricted Class I shares of common stock granted to the director following his re-election to the Issuer's board of directors on September 8, 2021. F2 · balance_after: Amount of securities beneficially owned includes both Class AX and Class I shares of common stock. Read SEC document |
| August 02, 2021 Filed Aug 31, 2021 21:04 UTC | MSC INCOME FUND, INC. NONE · Entity 5377 | OtherCommon Stock | 602.806 | $7.70 | $4,641.61 |
DisclosureSEC source: 0001415889-21-004149 · form4-08312021_020833.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,735.654 F1 · kind: The reporting person acquired these shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. F2 · balance_after: Since the filing of the Reporting Person's last filing on Form 4 and before the transaction reported herein, the reporting person acquired 13,922.519 shares under the issuer's dividend reinvestment plan. Read SEC document |
| May 14, 2021 Filed May 14, 2021 16:05 UTC | ADAMS RESOURCES & ENERGY, INC. AE · Entity 83655 | PurchaseCommon stock | 357 | $26.25 | $9,371.25 |
DisclosureSEC source: 0000002178-21-000060 · wf-form4_162102272121788.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,882 Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 16:20 UTC | ADAMS RESOURCES & ENERGY, INC. AE · Entity 83655 | GrantRestricted stock units · Derivative | 536 | $0.00 | $0.00 |
DisclosureSEC source: 0000002178-21-000027 · wf-form4_161472000671356.xml · derivative · entry 3 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 536 Underlying: Common stock · 536 shares Expires not disclosed F2 · derivative.exercise_price: The reporting person received a grant of 536 restricted stock units of Adams Resources & Energy, Inc. (AE) on March 1, 2021. Each restricted stock unit represents a contingent right to receive one share of AE common stock upon vesting. F3 · derivative.exercise_date: The restricted stock units will vest (i.e., the restrictions will lapse) on March 1, 2022, provided the reporting person remains in continuing active service on the vesting date (subject to accelerated vesting in some circumstances). F3 · derivative.expiration_date: The restricted stock units will vest (i.e., the restrictions will lapse) on March 1, 2022, provided the reporting person remains in continuing active service on the vesting date (subject to accelerated vesting in some circumstances). Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 16:20 UTC | ADAMS RESOURCES & ENERGY, INC. AE · Entity 83655 | Exercise / conversionRestricted stock units · Derivative | 494 | $0.00 | $0.00 |
DisclosureSEC source: 0000002178-21-000027 · wf-form4_161472000671356.xml · derivative · entry 2 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 494 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: The reporting person previously received a grant of 494 restricted stock units of Adams Resources & Energy, Inc. (AE) on March 9, 2020 and vesting on March 1, 2021. Each restricted stock unit represents a contingent right to receive one share of AE common stock upon vesting. F1 · derivative.exercise_date: The reporting person previously received a grant of 494 restricted stock units of Adams Resources & Energy, Inc. (AE) on March 9, 2020 and vesting on March 1, 2021. Each restricted stock unit represents a contingent right to receive one share of AE common stock upon vesting. F1 · derivative.expiration_date: The reporting person previously received a grant of 494 restricted stock units of Adams Resources & Energy, Inc. (AE) on March 9, 2020 and vesting on March 1, 2021. Each restricted stock unit represents a contingent right to receive one share of AE common stock upon vesting. Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 16:20 UTC | ADAMS RESOURCES & ENERGY, INC. AE · Entity 83655 | Exercise / conversionCommon stock | 494 | $0.00 | $0.00 |
DisclosureSEC source: 0000002178-21-000027 · wf-form4_161472000671356.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,525 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 |
| September 09, 2020 Filed Sep 11, 2020 14:25 UTC | HINES GLOBAL INCOME TRUST, INC. N/A · Entity 9818 | GrantCommon Stock, par value $0.001 per share | 3,054.99 | $0.00 | $0.00 |
DisclosureSEC source: 0001585101-20-000073 · wf-form4_159983429798146.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,295.833 F1 · price: Securities acquired are restricted Class I shares of common stock granted to the director following his re-election to the Issuer's board of directors on September 9, 2020. F2 · balance_after: Amount of securities beneficially owned includes both Class AX and Class I shares of common stock. Read SEC document |
| August 27, 2020 Filed Aug 27, 2020 16:19 UTC | ADAMS RESOURCES & ENERGY, INC. AE · Entity 83655 | PurchaseCommon stock | 359 | $21.96 | $7,883.64 |
DisclosureSEC source: 0000002178-20-000125 · wf-form4_159855957950628.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,031 Read SEC document |
| August 25, 2020 Filed Aug 26, 2020 16:07 UTC | ADAMS RESOURCES & ENERGY, INC. AE · Entity 83655 | PurchaseCommon stock | 8 | $22.03 | $176.24 |
DisclosureSEC source: 0000002178-20-000123 · wf-form4_159847245980541.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,672 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.