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 |
|---|---|---|---|---|---|---|
| August 11, 2020 Filed Aug 12, 2020 16:15 UTC | ADAMS RESOURCES & ENERGY, INC. AE · Entity 83655 | PurchaseCommon stock | 384 | $21.98 | $8,440.32 |
DisclosureSEC source: 0000002178-20-000115 · wf-form4_159726333994613.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,664 Read SEC document |
| May 22, 2020 Filed May 26, 2020 16:20 UTC | ADAMS RESOURCES & ENERGY, INC. AE · Entity 83655 | Exercise / conversionRestricted stock units · Derivative | 375 | $0.00 | $0.00 |
DisclosureSEC source: 0000002178-20-000090 · wf-form4_159052443972371.xml · derivative · entry 2 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 494 Underlying: Common stock · 375 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 375 restricted stock units of Adams Resources & Energy, Inc. (AE) on June 3, 2019 and vesting on May 22, 2020. 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 375 restricted stock units of Adams Resources & Energy, Inc. (AE) on June 3, 2019 and vesting on May 22, 2020. 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 375 restricted stock units of Adams Resources & Energy, Inc. (AE) on June 3, 2019 and vesting on May 22, 2020. Each restricted stock unit represents a contingent right to receive one share of AE common stock upon vesting. Read SEC document |
| May 22, 2020 Filed May 26, 2020 16:20 UTC | ADAMS RESOURCES & ENERGY, INC. AE · Entity 83655 | Exercise / conversionCommon stock | 375 | $0.00 | $0.00 |
DisclosureSEC source: 0000002178-20-000090 · wf-form4_159052443972371.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,280 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 |
| March 11, 2020 Filed Mar 11, 2020 18:07 UTC | ADAMS RESOURCES & ENERGY, INC. AE · Entity 83655 | PurchaseCommon stock | 300 | $25.00 | $7,500.00 |
DisclosureSEC source: 0000002178-20-000027 · wf-form4_158396444038671.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 905 Read SEC document |
| March 09, 2020 Filed Mar 11, 2020 18:04 UTC | ADAMS RESOURCES & ENERGY, INC. AE · Entity 83655 | GrantRestricted stock units · Derivative | 494 | $0.00 | $0.00 |
DisclosureSEC source: 0000002178-20-000025 · wf-form4_158396422686311.xml · derivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 869 Underlying: Common stock · 494 shares Expires not disclosed F1 · derivative.exercise_price: The reporting person received a grant of 494 restricted stock units of Adams Resources & Energy, Inc. (AE) on March 9, 2020. Each restricted stock unit represents a contingent right to receive one share of AE common stock upon vesting. F2 · derivative.exercise_date: The restricted stock units will vest (i.e., the restrictions will lapse) on March 1, 2021, provided the reporting person remains in continuing active service on the vesting date (subject to accelerated vesting in some circumstances). F2 · derivative.expiration_date: The restricted stock units will vest (i.e., the restrictions will lapse) on March 1, 2021, provided the reporting person remains in continuing active service on the vesting date (subject to accelerated vesting in some circumstances). F3 · balance_after: Total includes restricted stock units previously awarded that have different vesting and expiration dates, as reported. Read SEC document |
| September 25, 2019 Filed Sep 27, 2019 14:45 UTC | HINES GLOBAL INCOME TRUST, INC. N/A · Entity 9818 | GrantCommon Stock, par value $0.001 per share | 2,967.359 | $0.00 | $0.00 |
DisclosureSEC source: 0001585101-19-000075 · wf-form4_156959550504490.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,240.843 F1 · balance_after: Amount of securities beneficially owned includes both Class AX and Class I shares of common stock. Read SEC document |
| September 23, 2019 Filed Sep 24, 2019 16:07 UTC | ADAMS RESOURCES & ENERGY, INC. AE · Entity 83655 | PurchaseCommon stock | 5 | $31.29 | $156.45 |
DisclosureSEC source: 0000002178-19-000101 · wf-form4_156935565319400.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 605 Read SEC document |
| August 12, 2019 Filed Aug 12, 2019 18:42 UTC | ADAMS RESOURCES & ENERGY, INC. AE · Entity 83655 | PurchaseCommon stock | 600 | $32.90 | $19,740.00 |
DisclosureSEC source: 0000002178-19-000088 · wf-form4_156564975108029.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600 Read SEC document |
| June 03, 2019 Filed Jun 5, 2019 16:18 UTC | ADAMS RESOURCES & ENERGY, INC. AE · Entity 83655 | GrantRestricted stock units · Derivative | 375 | $0.00 | $0.00 |
DisclosureSEC source: 0000002178-19-000074 · wf-form4_155976586458442.xml · derivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 375 Underlying: Common stock · 375 shares Expires not disclosed F1 · derivative.exercise_price: The reporting person received a grant of 375 restricted stock units of Adams Resources & Energy, Inc. (AE) on June 3, 2019. Each restricted stock unit represents a contingent right to receive one share of AE common stock upon vesting. F2 · derivative.exercise_date: The restricted stock units will vest (i.e., the restrictions will lapse) on May 22, 2020, provided the reporting person remains in continuing active service on the vesting date (subject to accelerated vesting in some circumstances). F2 · derivative.expiration_date: The restricted stock units will vest (i.e., the restrictions will lapse) on May 22, 2020, provided the reporting person remains in continuing active service on the vesting date (subject to accelerated vesting in some circumstances). Read SEC document |
| November 01, 2018 Filed Nov 1, 2018 16:11 UTC | HINES GLOBAL INCOME TRUST, INC. N/A · Entity 9818 | PurchaseCommon Stock, par value $0.001 per share | 10,060.362 | $9.94 | $100,000.00 |
DisclosureSEC source: 0001585101-18-000095 · wf-form4_154108866435283.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,273.484 F1 · balance_after: Amount of securities beneficially owned includes both Class AX and Class I shares of common stock. Read SEC document |
| September 20, 2018 Filed Sep 24, 2018 16:14 UTC | HINES GLOBAL INCOME TRUST, INC. N/A · Entity 9818 | GrantCommon Stock, par value $0.001 per share | 504.541 | $0.00 | $0.00 |
DisclosureSEC source: 0001585101-18-000082 · wf-form4_153780562551164.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,213.122 F1 · balance_after: Amount of securities beneficially owned includes both Class AX and Class I shares of common stock. Read SEC document |
| September 13, 2017 Filed Sep 15, 2017 15:17 UTC | HINES GLOBAL INCOME TRUST, INC. N/A · Entity 9818 | GrantClass A Common Stock, par value $0.001 per share | 518.135 | $0.00 | $0.00 |
DisclosureSEC source: 0001585101-17-000067 · wf-form4_150548862623665.xml · nonDerivative · entry 1 Niemann John O. Jr. · CIK 0001493815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,708.581 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.