Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COPT DEFENSE PROPERTIESCDP · Entity 4036 | Director | May 14, 2026 | May 18, 2026 |
| Piedmont Realty Trust, Inc.PDM · Entity 4841 | EVP- Chief Investment Officer | May 24, 2017 | May 26, 2017 |
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.
COPT DEFENSE PROPERTIES
Report date May 14, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Profit Interest UnitsSEC Table II · derivative / convertible security | Direct | 24,003 |
Reported balance
After 2026-05-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 3,803 · Balance 24,003 F1: Each Profit Interest Unit will convert automatically into one share of beneficial interest, designated as a unit (an "OP Unit"), in COPT Defense Properties, L.P. when such Profit Interest Unit becomes vested and upon equalization of its capital account balance. OP Units are redeemable for cash, or, at the option of COPT Defense Properties Trust, exchangeable for common shares of COPT Defense Properties, currently on a one-for-one basis. F4: Issued as compensation for service on the Board of Trustees F2: The Profit Interest Units will vest on the first anniversary of the grant date, provided that the reporting person remains a trustee on such date. F3: The Profit Interest Units do not expire once vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Profit Interest Unit will convert automatically into one share of beneficial interest, designated as a unit (an "OP Unit"), in COPT Defense Properties, L.P. when such Profit Interest Unit becomes vested and upon equalization of its capital account balance. OP Units are redeemable for cash, or, at the option of COPT Defense Properties Trust, exchangeable for common shares of COPT Defense Properties, currently on a one-for-one basis.
F2: The Profit Interest Units will vest on the first anniversary of the grant date, provided that the reporting person remains a trustee on such date.
F3: The Profit Interest Units do not expire once vested.
F4: Issued as compensation for service on the Board of Trustees
Piedmont Realty Trust, Inc.
Report date May 24, 2017 · Filed May 26, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 92,404 |
Reported balance
After 2017-05-24 transaction · row 1
1 source rowRow 1 · 2017-05-24 · Tax withholding · Disposed 845 · Balance 92,404 F1: In connection with the vesting of 2,532 shares of deferred stock on May 24, 2017 (representing 25% of an initial grant made on May 24, 2016), 845 shares were forfeited by the employee and delivered to the Company to satisfy tax withholding obligations. |
Filing footnotes · ownership attribution and instrument terms
F1: In connection with the vesting of 2,532 shares of deferred stock on May 24, 2017 (representing 25% of an initial grant made on May 24, 2016), 845 shares were forfeited by the employee and delivered to the Company to satisfy tax withholding obligations.
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 |
|---|---|---|---|---|---|---|
| May 14, 2026 Filed May 18, 2026 21:15 UTC | COPT DEFENSE PROPERTIES CDP · Entity 4036 | GrantProfit Interest Units · Derivative | 3,803 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001397459-26-000002 · wk-form4_1779138924.xml · derivative · entry 1 Owens Raymond Lee · CIK 0001397459 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,003 Underlying: Common Shares · 3,803 shares Expires not disclosed F1 · derivative.exercise_price: Each Profit Interest Unit will convert automatically into one share of beneficial interest, designated as a unit (an "OP Unit"), in COPT Defense Properties, L.P. when such Profit Interest Unit becomes vested and upon equalization of its capital account balance. OP Units are redeemable for cash, or, at the option of COPT Defense Properties Trust, exchangeable for common shares of COPT Defense Properties, currently on a one-for-one basis. F4 · price: Issued as compensation for service on the Board of Trustees F1 · derivative.exercise_date: Each Profit Interest Unit will convert automatically into one share of beneficial interest, designated as a unit (an "OP Unit"), in COPT Defense Properties, L.P. when such Profit Interest Unit becomes vested and upon equalization of its capital account balance. OP Units are redeemable for cash, or, at the option of COPT Defense Properties Trust, exchangeable for common shares of COPT Defense Properties, currently on a one-for-one basis. F2 · derivative.exercise_date: The Profit Interest Units will vest on the first anniversary of the grant date, provided that the reporting person remains a trustee on such date. F3 · derivative.expiration_date: The Profit Interest Units do not expire once vested. Read SEC document |
| May 20, 2025 Filed May 22, 2025 19:57 UTC | COPT DEFENSE PROPERTIES CDP · Entity 4036 | GrantProfit Interest Units · Derivative | 3,922 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-014116 · form4-05222025_070511.xml · derivative · entry 1 Owens Raymond Lee · CIK 0001397459 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,200 Underlying: Common Shares · 3,922 shares Expires not disclosed F1 · derivative.exercise_price: Each Profit Interest Unit will convert automatically into one share of beneficial interest, designated as a unit (an "OP Unit"), in COPT Defense Properties, L.P. when such Profit Interest Unit becomes vested and upon equalization of its capital account balance. OP Units are redeemable for cash, or, at the option of COPT Defense Properties Trust, exchangeable for common shares of COPT Defense Properties, currently on a one-for-one basis. F4 · price: Issued as compensation for service on the Board of Trustees F1 · derivative.exercise_date: Each Profit Interest Unit will convert automatically into one share of beneficial interest, designated as a unit (an "OP Unit"), in COPT Defense Properties, L.P. when such Profit Interest Unit becomes vested and upon equalization of its capital account balance. OP Units are redeemable for cash, or, at the option of COPT Defense Properties Trust, exchangeable for common shares of COPT Defense Properties, currently on a one-for-one basis. F2 · derivative.exercise_date: The Profit Interest Units will vest on the first anniversary of the grant date, provided that the reporting person remains a trustee on such date. F3 · derivative.expiration_date: The Profit Interest Units do not expire once vested. Read SEC document |
| May 09, 2024 Filed May 13, 2024 20:51 UTC | COPT DEFENSE PROPERTIES CDP · Entity 4036 | GrantProfit Interest Units · Derivative | 4,398 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-013020 · form4-05132024_080528.xml · derivative · entry 1 Owens Raymond Lee · CIK 0001397459 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,278 Underlying: Common Shares · 4,398 shares Expires not disclosed F1 · derivative.exercise_price: Each Profit Interest Unit will convert automatically into one share of beneficial interest, designated as a unit (an "OP Unit"), in COPT Defense Properties, L.P. when such Profit Interest Unit becomes vested and upon equalization of its capital account balance. OP Units are redeemable for cash, or, at the option of COPT Defense Properties Trust, exchangeable for common shares of COPT Defense Properties, currently on a one-for-one basis. F4 · price: Issued as compensation for service on the Board of Trustees F1 · derivative.exercise_date: Each Profit Interest Unit will convert automatically into one share of beneficial interest, designated as a unit (an "OP Unit"), in COPT Defense Properties, L.P. when such Profit Interest Unit becomes vested and upon equalization of its capital account balance. OP Units are redeemable for cash, or, at the option of COPT Defense Properties Trust, exchangeable for common shares of COPT Defense Properties, currently on a one-for-one basis. F2 · derivative.exercise_date: The Profit Interest Units will vest on the first anniversary of the grant date, provided that the reporting person remains a trustee on such date. F3 · derivative.expiration_date: The Profit Interest Units do not expire once vested. Read SEC document |
| May 11, 2023 Filed May 15, 2023 21:15 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | GrantProfit Interest Units · Derivative | 4,523 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-23-008051 · form4-05152023_090505.xml · derivative · entry 1 Owens Raymond Lee · CIK 0001397459 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,880 Underlying: Common Shares · 4,523 shares Expires not disclosed F1 · derivative.exercise_price: Each Profit Interest Unit will convert automatically into one share of beneficial interest, designated as a unit (an "OP Unit"), in Corporate Office Properties, L.P. when such Profit Interest Unit becomes vested and upon equalization of its capital account balance. OP Units are redeemable for cash, or, at the option of Corporate Office Properties Trust, exchangeable for common shares of Corporate Office Properties Trust, currently on a one-for-one basis. F4 · price: Issued as compensation for service on the Board of Trustees F1 · derivative.exercise_date: Each Profit Interest Unit will convert automatically into one share of beneficial interest, designated as a unit (an "OP Unit"), in Corporate Office Properties, L.P. when such Profit Interest Unit becomes vested and upon equalization of its capital account balance. OP Units are redeemable for cash, or, at the option of Corporate Office Properties Trust, exchangeable for common shares of Corporate Office Properties Trust, currently on a one-for-one basis. F2 · derivative.exercise_date: The Profit Interest Units will vest on the first anniversary of the grant date, provided that the reporting person remains a trustee on such date. F3 · derivative.expiration_date: The Profit Interest Units do not expire once vested. Read SEC document |
| May 12, 2022 Filed May 16, 2022 21:17 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | GrantProfit Interest Units · Derivative | 3,941 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-22-005047 · form4-05162022_020527.xml · derivative · entry 1 Owens Raymond Lee · CIK 0001397459 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,357 Underlying: Common Shares · 3,941 shares Expires not disclosed F1 · derivative.exercise_price: Each Profit Interest Unit will convert automatically into one share of beneficial interest, designated as a unit (an "OP Unit"), in Corporate Office Properties, L.P. when such Profit Interest Unit becomes vested and upon equalization of its capital account balance. OP Units are redeemable for cash, or, at the option of Corporate Office Properties Trust, exchangeable for common shares of Corporate Office Properties Trust, currently on a one-for-one basis. F4 · price: Issued as compensation for service on the Board of Trustees F1 · derivative.exercise_date: Each Profit Interest Unit will convert automatically into one share of beneficial interest, designated as a unit (an "OP Unit"), in Corporate Office Properties, L.P. when such Profit Interest Unit becomes vested and upon equalization of its capital account balance. OP Units are redeemable for cash, or, at the option of Corporate Office Properties Trust, exchangeable for common shares of Corporate Office Properties Trust, currently on a one-for-one basis. F2 · derivative.exercise_date: The Profit Interest Units will vest on the first anniversary of the grant date, provided that the reporting person remains a trustee on such date. F3 · derivative.expiration_date: The Profit Interest Units do not expire once vested. Read SEC document |
| May 13, 2021 Filed May 17, 2021 20:37 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | GrantProfit Interest Units · Derivative | 3,416 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-005414 · edgar.xml · derivative · entry 1 Owens Raymond Lee · CIK 0001397459 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,416 Underlying: Common Shares · 3,416 shares Expires not disclosed F1 · derivative.exercise_price: Each Profit Interest Unit will convert automatically into one share of beneficial interest, designated as a unit (an "OP Unit"), in Corporate Office Properties, L.P. when such Profit Interest Unit becomes vested and upon equalization of its capital account balance. OP Units are redeemable for cash, or, at the option of Corporate Office Properties Trust, exchangeable for common shares of Corporate Office Properties Trust, currently on a one-for-one basis. F4 · price: Issued as compensation for service on the Board of Trustees. F1 · derivative.exercise_date: Each Profit Interest Unit will convert automatically into one share of beneficial interest, designated as a unit (an "OP Unit"), in Corporate Office Properties, L.P. when such Profit Interest Unit becomes vested and upon equalization of its capital account balance. OP Units are redeemable for cash, or, at the option of Corporate Office Properties Trust, exchangeable for common shares of Corporate Office Properties Trust, currently on a one-for-one basis. F2 · derivative.exercise_date: The Profit Interest Units will vest on the first anniversary of the grant date, provided that the reporting person remains a trustee on such date. F3 · derivative.expiration_date: The Profit Interest Units do not expire once vested. Read SEC document |
| March 05, 2021 Filed Mar 8, 2021 22:19 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | GrantRestricted Shares | 906 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-003059 · edgar.xml · nonDerivative · entry 1 Owens Raymond Lee · CIK 0001397459 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 906 F1 · price: These restricted shares were granted as part of annual trustee compensation and will vest in one year. Read SEC document |
| May 24, 2017 Filed May 26, 2017 10:45 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Tax withholdingCommon Stock | 845 | $21.59 | $18,243.55 |
DisclosureSEC source: 0001042776-17-000155 · wf-form4_149579548635031.xml · nonDerivative · entry 1 Owens Raymond Lee · CIK 0001397459 · EVP- Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,404 F1 · shares: In connection with the vesting of 2,532 shares of deferred stock on May 24, 2017 (representing 25% of an initial grant made on May 24, 2016), 845 shares were forfeited by the employee and delivered to the Company to satisfy tax withholding obligations. Read SEC document |
| May 18, 2017 Filed May 22, 2017 20:54 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Tax withholdingCommon Stock | 386 | $21.38 | $8,252.68 |
DisclosureSEC source: 0001042776-17-000128 · wf-form4_149548643913327.xml · nonDerivative · entry 2 Owens Raymond Lee · CIK 0001397459 · EVP- Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,249 F3 · shares: In connection with the vesting of 1,156 shares on May 18, 2017, representing shares vested net of deferral into the NQDCP, 386 shares were forfeited by the employee and delivered to the Company to satisfy tax withholding obligations. Read SEC document |
| May 18, 2017 Filed May 22, 2017 20:54 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | GrantCommon Stock | 8,093 | $0.00 | $0.00 |
DisclosureSEC source: 0001042776-17-000128 · wf-form4_149548643913327.xml · nonDerivative · entry 1 Owens Raymond Lee · CIK 0001397459 · EVP- Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,635 F1 · shares: Mr. Owens was awarded 9,249 shares on May 18, 2017. Of the award, 25% vests on the day of the grant (2,312 shares), and the remaining award (6,937 shares) vests ratably on the anniversary date of the award over the following three years. F2 · shares: Mr. Owens elected to defer 50% of the award that vested immediately on May 18, 2017 (equivalent of 1,156 shares) into the Piedmont Office Realty Trust, Inc. (the "Issuer") Executive NonQualified Deferred Compensation Plan ("NQDCP") (approved by the Board of Directors of the Issuer on December 5, 2013). A cash contribution approximating the dollar value of the amount to be deferred will be covered by a Rabbi Trust established by the Issuer. Under the terms of the NQDCP, the dollar amount of the deferral is credited to the Rabbi Trust instead of crediting shares to the participant's share account. The investments of the Rabbi Trust will be substantially the same as the investments selected under the Issuer's 401(k) plan, including various mutual funds, but will not include ownership of Issuer common stock. Payouts under the NQDCP will be made only in cash. Read SEC document |
| May 09, 2017 Filed May 11, 2017 21:03 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Tax withholdingCommon Stock | 262 | $21.38 | $5,601.56 |
DisclosureSEC source: 0001042776-17-000086 · wf-form4_149453657384509.xml · nonDerivative · entry 1 Owens Raymond Lee · CIK 0001397459 · EVP- Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,542 F1 · shares: Mr. Owens elected to receive 50% of his Long Term Incentive Award as restricted stock, and 50% was deferred into the Company's Non-Qualified Deferred Compensation Plan. F2 · shares: In connection with the vesting of 25% of the restricted stock award (785 shares) on May 9, 2017, 262 shares were forfeited by the employee and delivered to the Company to satisfy tax withholding obligations. Read SEC document |
| May 01, 2017 Filed May 3, 2017 20:55 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Tax withholdingCommon Stock | 474 | $22.09 | $10,470.66 |
DisclosureSEC source: 0001042776-17-000061 · wf-form4_149384487211094.xml · nonDerivative · entry 1 Owens Raymond Lee · CIK 0001397459 · EVP- Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,804 F1 · shares: In connection with the vesting of 1,419 shares of deferred stock on May 1, 2017 (representing 25% of an initial grant made on May 1, 2015), 474 shares were forfeited by the employee and delivered to the Company to satisfy tax withholding obligations. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 22:59 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Tax withholdingCommon Stock | 2,577 | $22.00 | $56,694.00 |
DisclosureSEC source: 0001042776-17-000028 · wf-form4_148711311289908.xml · nonDerivative · entry 2 Owens Raymond Lee · CIK 0001397459 · EVP- Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,278 F2 · shares: In connection with the grant of the unrestricted stock award (7,124 shares) on February 10, 2017, 2,577 shares were forfeited by the employee and delivered to the Company to satisfy tax withholding obligations. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 22:59 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | GrantCommon Stock | 7,124 | $0.00 | $0.00 |
DisclosureSEC source: 0001042776-17-000028 · wf-form4_148711311289908.xml · nonDerivative · entry 1 Owens Raymond Lee · CIK 0001397459 · EVP- Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,855 F1 · shares: Such shares were granted without restriction pursuant to the performance share component of the 2014 Long Term Incentive Compensation plan. 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.