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 |
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 | 3,803 |
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 3,803 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, 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, 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.
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 21:26 UTC | COPT DEFENSE PROPERTIES CDP · Entity 4036 | GrantProfit Interest Units · Derivative | 3,803 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001947703-26-000003 · wk-form4_1779139580.xml · derivative · entry 1 Miller Essye B. · CIK 0001947703 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,803 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, 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, 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 19:53 UTC | COPT DEFENSE PROPERTIES CDP · Entity 4036 | GrantCommon Shares | 3,922 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-014114 · form4-05222025_070555.xml · nonDerivative · entry 1 Miller Essye B. · CIK 0001947703 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,673 F1 · price: These restricted shares were granted as part of annual trustee compensation and will vest upon Mrs. Miller's cessation of being a trustee. Read SEC document |
| May 09, 2024 Filed May 13, 2024 20:47 UTC | COPT DEFENSE PROPERTIES CDP · Entity 4036 | GrantRestricted Shares | 4,398 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-013011 · form4-05132024_080521.xml · nonDerivative · entry 1 Miller Essye B. · CIK 0001947703 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,751 F1 · price: These restricted shares were granted as part of annual trustee compensation and will vest upon Mrs. Miller's cessation of being a trustee. Read SEC document |
| May 11, 2023 Filed May 15, 2023 21:12 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | GrantRestricted Shares | 4,523 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-23-008049 · form4-05152023_090534.xml · nonDerivative · entry 1 Miller Essye B. · CIK 0001947703 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,353 F1 · price: These restricted shares were granted as part of annual trustee compensation and will vest upon Mrs. Miller's cessation of being a trustee. Read SEC document |
| October 03, 2022 Filed Oct 4, 2022 21:18 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | GrantRestricted Shares | 2,830 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-22-010259 · form4-10042022_021047.xml · nonDerivative · entry 1 Miller Essye B. · CIK 0001947703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,830 F1 · price: These restricted shares were granted as a part of annual trustee compensation and will vest in one year. 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.