Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INDEPENDENCE REALTY TRUST, INC.IRT · Entity 4065 | Director | May 13, 2026 | May 15, 2026 |
| Steadfast Apartment REIT III, Inc.NONE · Entity 150896 | Director | March 06, 2020 | March 06, 2020 |
| Steadfast Income REIT, Inc.NONE · Entity 150908 | Director | March 06, 2020 | March 06, 2020 |
| Stira Alcentra Global Credit FundNONE · Entity 165004 | Director | May 08, 2017 | May 08, 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.
INDEPENDENCE REALTY TRUST, INC.
Report date May 13, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby SEP IRA | 1,491 |
Reported balance
After 2025-07-18 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2025-07-18 · Other · Acquired 15 · Balance 1,491 F1: Represents dividend reinvestment shares acquired through a DRIP maintained with a broker. |
| Common StockSEC Table I · non-derivative | Indirectby SEP IRA | 1,507 |
Reported balance
After 2025-10-24 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2025-10-24 · Other · Acquired 16 · Balance 1,507 F1: Represents dividend reinvestment shares acquired through a DRIP maintained with a broker. |
| Common StockSEC Table I · non-derivative | Indirectby SEP IRA | 1,522 |
Reported balance
After 2026-01-23 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2026-01-23 · Other · Acquired 15 · Balance 1,522 F1: Represents dividend reinvestment shares acquired through a DRIP maintained with a broker. |
| Common StockSEC Table I · non-derivative | Indirectby SEP IRA | 1,538 |
Reported balance
After 2026-04-17 transaction · row 7
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 7 · 2026-04-17 · Other · Acquired 16 · Balance 1,538 F1: Represents dividend reinvestment shares acquired through a DRIP maintained with a broker. |
| Common StockSEC Table I · non-derivative | Direct | 55,964 |
Reported balance
After 2025-07-18 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2025-07-18 · Other · Acquired 545 · Balance 55,964 F1: Represents dividend reinvestment shares acquired through a DRIP maintained with a broker. |
| Common StockSEC Table I · non-derivative | Direct | 56,547 |
Reported balance
After 2025-10-24 transaction · row 4
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 4 · 2025-10-24 · Other · Acquired 583 · Balance 56,547 F1: Represents dividend reinvestment shares acquired through a DRIP maintained with a broker. |
| Common StockSEC Table I · non-derivative | Direct | 57,121 |
Reported balance
After 2026-01-23 transaction · row 6
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 6 · 2026-01-23 · Other · Acquired 574 · Balance 57,121 F1: Represents dividend reinvestment shares acquired through a DRIP maintained with a broker. |
| Common StockSEC Table I · non-derivative | Direct | 57,725 |
Reported balance
After 2026-04-17 transaction · row 8
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 8 · 2026-04-17 · Other · Acquired 604 · Balance 57,725 F1: Represents dividend reinvestment shares acquired through a DRIP maintained with a broker. |
| Common StockSEC Table I · non-derivative | Direct | 63,921 |
Reported balance
After 2026-05-13 transaction · row 9
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 9 · 2026-05-13 · Grant · Acquired 6,197 · Balance 63,921 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents dividend reinvestment shares acquired through a DRIP maintained with a broker.
Steadfast Apartment REIT III, Inc.
Report date March 06, 2020 · Filed March 06, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-03-06 transaction · row 1
1 source rowRow 1 · 2020-03-06 · Disposition to issuer · Disposed 5,807.69 · Balance 0 F1: Reflects the disposition of shares of issuer's common stock in connection with the merger (the "Merger") of the issuer with and into SIII Subsidiary, LLC, a wholly-owned subsidiary of Steadfast Apartment REIT, Inc. ("STAR"). In the Merger, each share of issuer's common stock, par value $0.01 per share ("STAR III Common Stock"), was converted into the right to receive 1.430 shares of Common Stock of STAR ("STAR Common Stock"), par value $0.01 per share. Pursuant to the agreement and plan of merger governing the Merger, the parties thereto agreed that the current value of the 1.430 shares of STAR Common Stock to be received per STAR III Common Stock is equivalent to $22.651, which is based on STAR's most recently estimated per share net asset value per share of $15.84. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy SEP IRA | 0 |
Reported balance
After 2020-03-06 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2020-03-06 · Disposition to issuer · Disposed 991.958 · Balance 0 F1: Reflects the disposition of shares of issuer's common stock in connection with the merger (the "Merger") of the issuer with and into SIII Subsidiary, LLC, a wholly-owned subsidiary of Steadfast Apartment REIT, Inc. ("STAR"). In the Merger, each share of issuer's common stock, par value $0.01 per share ("STAR III Common Stock"), was converted into the right to receive 1.430 shares of Common Stock of STAR ("STAR Common Stock"), par value $0.01 per share. Pursuant to the agreement and plan of merger governing the Merger, the parties thereto agreed that the current value of the 1.430 shares of STAR Common Stock to be received per STAR III Common Stock is equivalent to $22.651, which is based on STAR's most recently estimated per share net asset value per share of $15.84. F2: In connection with the REIT Merger, SEP IRA, which is indirectly majority owned and controlled by the Reporting Person, disposed of 991.958 shares of STAR III Common Stock. As of the date of completion of the REIT Merger, the Reporting Person did not beneficially own any shares of STAR III Common Stock. The Reporting Person disclaims beneficial ownership of the shares of STAR III Common Stock that were held by SEP IRA. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the disposition of shares of issuer's common stock in connection with the merger (the "Merger") of the issuer with and into SIII Subsidiary, LLC, a wholly-owned subsidiary of Steadfast Apartment REIT, Inc. ("STAR"). In the Merger, each share of issuer's common stock, par value $0.01 per share ("STAR III Common Stock"), was converted into the right to receive 1.430 shares of Common Stock of STAR ("STAR Common Stock"), par value $0.01 per share. Pursuant to the agreement and plan of merger governing the Merger, the parties thereto agreed that the current value of the 1.430 shares of STAR Common Stock to be received per STAR III Common Stock is equivalent to $22.651, which is based on STAR's most recently estimated per share net asset value per share of $15.84.
F2: In connection with the REIT Merger, SEP IRA, which is indirectly majority owned and controlled by the Reporting Person, disposed of 991.958 shares of STAR III Common Stock. As of the date of completion of the REIT Merger, the Reporting Person did not beneficially own any shares of STAR III Common Stock. The Reporting Person disclaims beneficial ownership of the shares of STAR III Common Stock that were held by SEP IRA.
Steadfast Income REIT, Inc.
Report date March 06, 2020 · Filed March 06, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-03-06 transaction · row 1
1 source rowRow 1 · 2020-03-06 · Disposition to issuer · Disposed 23,607.27 · Balance 0 F1: Reflects the disposition of shares of issuer's common stock in connection with the merger (the "Merger") of the issuer with and into SI Subsidiary, LLC, a wholly-owned subsidiary of Steadfast Apartment REIT, Inc. ("STAR"). In the Merger, each share of issuer's common stock, par value $0.01 per share, ("SIR Common Stock"), was converted into the right to receive 0.5934 shares of Common Stock of STAR ("STAR Common Stock"), par value $0.01 per share. Pursuant to the agreement and plan of merger governing the Merger, the parties thereto agreed that the current value of the 0.5934 share of STAR Common Stock to be received per SIR Common Stock is equivalent to $9.399, which is based on STAR's most recently estimated per share net asset value per share of $15.84. |
| Common StockSEC Table I · non-derivative | IndirectBy reporting person as custodian for his children | 0 |
Reported balance
After 2020-03-06 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2020-03-06 · Disposition to issuer · Disposed 8,848.48 · Balance 0 F1: Reflects the disposition of shares of issuer's common stock in connection with the merger (the "Merger") of the issuer with and into SI Subsidiary, LLC, a wholly-owned subsidiary of Steadfast Apartment REIT, Inc. ("STAR"). In the Merger, each share of issuer's common stock, par value $0.01 per share, ("SIR Common Stock"), was converted into the right to receive 0.5934 shares of Common Stock of STAR ("STAR Common Stock"), par value $0.01 per share. Pursuant to the agreement and plan of merger governing the Merger, the parties thereto agreed that the current value of the 0.5934 share of STAR Common Stock to be received per SIR Common Stock is equivalent to $9.399, which is based on STAR's most recently estimated per share net asset value per share of $15.84. F2: In connection with the REIT Merger, the trusts for which the Reporting Person is the trustee or has power of attorney (the "Trust Shares") and of which the Reporting Person's children are the beneficial owners, disposed of 8,848.48 shares of SIR Common Stock. As of the date of completion of the REIT Merger, the Reporting Person did not beneficially own any shares of SIR Common Stock. The Reporting Person disclaimed beneficial ownership of the shares of SIR Common Stock that were held in trust for Reporting Person's children. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the disposition of shares of issuer's common stock in connection with the merger (the "Merger") of the issuer with and into SI Subsidiary, LLC, a wholly-owned subsidiary of Steadfast Apartment REIT, Inc. ("STAR"). In the Merger, each share of issuer's common stock, par value $0.01 per share, ("SIR Common Stock"), was converted into the right to receive 0.5934 shares of Common Stock of STAR ("STAR Common Stock"), par value $0.01 per share. Pursuant to the agreement and plan of merger governing the Merger, the parties thereto agreed that the current value of the 0.5934 share of STAR Common Stock to be received per SIR Common Stock is equivalent to $9.399, which is based on STAR's most recently estimated per share net asset value per share of $15.84.
F2: In connection with the REIT Merger, the trusts for which the Reporting Person is the trustee or has power of attorney (the "Trust Shares") and of which the Reporting Person's children are the beneficial owners, disposed of 8,848.48 shares of SIR Common Stock. As of the date of completion of the REIT Merger, the Reporting Person did not beneficially own any shares of SIR Common Stock. The Reporting Person disclaimed beneficial ownership of the shares of SIR Common Stock that were held in trust for Reporting Person's children.
Stira Alcentra Global Credit Fund
Report date May 08, 2017 · Filed May 08, 2017
This filing explicitly reported no securities owned.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Steadfast Apartment REIT, Inc.
Report date December 16, 2021 · Filed December 16, 2021
Section 16 reporting ended · disclosed 2021-12-16. 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 2021-12-16 transaction · row 1
1 source rowRow 1 · 2021-12-16 · Disposition to issuer · Disposed 35,394.187 · Balance 0 F1: Reflects the disposition of shares of the issuer's common stock in connection with the merger (the "Merger") of the issuer with and into IRSTAR Sub, LLC, a wholly-owned subsidiary of Independence Realty Trust, Inc. ("IRT"). In the Merger, each share of the issuer's common stock, par value $0.01 per share, was converted into the right to receive 0.905 shares of common stock of IRT, par value $0.01 per share. F2: In connection with the Merger, 8,951.90 shares of restricted common stock (the "Restricted Stock") were converted into a number of shares of IRT common stock (rounded up or down to the nearest whole share) equal to the product of (x) 8,951.90 and (y) 0.905, and such IRT common stock is fully vested as of the Merger. |
| Common StockSEC Table I · non-derivative | IndirectBy SEP IRA | 0 |
Reported balance
After 2021-12-16 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2021-12-16 · Disposition to issuer · Disposed 1,515.39 · Balance 0 F1: Reflects the disposition of shares of the issuer's common stock in connection with the merger (the "Merger") of the issuer with and into IRSTAR Sub, LLC, a wholly-owned subsidiary of Independence Realty Trust, Inc. ("IRT"). In the Merger, each share of the issuer's common stock, par value $0.01 per share, was converted into the right to receive 0.905 shares of common stock of IRT, par value $0.01 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the disposition of shares of the issuer's common stock in connection with the merger (the "Merger") of the issuer with and into IRSTAR Sub, LLC, a wholly-owned subsidiary of Independence Realty Trust, Inc. ("IRT"). In the Merger, each share of the issuer's common stock, par value $0.01 per share, was converted into the right to receive 0.905 shares of common stock of IRT, par value $0.01 per share.
F2: In connection with the Merger, 8,951.90 shares of restricted common stock (the "Restricted Stock") were converted into a number of shares of IRT common stock (rounded up or down to the nearest whole share) equal to the product of (x) 8,951.90 and (y) 0.905, and such IRT common stock is fully vested as of the Merger.
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 09, 2017 Filed Aug 11, 2017 17:33 UTC | Steadfast Apartment REIT III, Inc. NONE · Entity 150896 | GrantClass A Common Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001559822-17-000007 · wf-form4_150247280695062.xml · nonDerivative · entry 1 Brines Ned · CIK 0001559822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,432 F1 · shares: On August 9, 2017, Steadfast Apartment REIT III, Inc. (the "Issuer") granted the reporting person 1,000 shares of restricted Class A common stock pursuant to the Issuer's Independent Directors' Compensation Plan ("Plan"). The shares of restricted Class A common stock granted to the reporting person pursuant to the Plan vest and become non-forfeitable in four equal annual installments beginning on the date of grant and ending on the third anniversary of the date of grant; provided, however, that the restricted Class A common stock will become fully vested on the earlier to occur of (i) the termination of the reporting person's service as a director due to his death or disability, or (ii) a change in control of the Issuer. F2 · balance_after: The reporting person received additional shares pursuant to the Issuer's distribution reinvestment plan. Read SEC document |
| August 08, 2017 Filed Aug 10, 2017 12:38 UTC | Steadfast Income REIT, Inc. NONE · Entity 150908 | GrantCommon | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001559822-17-000005 · wf-form4_150238309029083.xml · nonDerivative · entry 1 Brines Ned · CIK 0001559822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,607 F1 · shares: On August 8, 2017, Steadfast Income REIT, Inc. (the "Issuer") granted the reporting person 2,500 shares of restricted common stock pursuant to the Issuer's Independent Directors' Compensation Plan ("Plan"). The shares of restricted common stock granted to the reporting person pursuant to the Plan vest and become non-forfeitable in four equal annual installments beginning on the date of grant and ending on the third anniversary of the date of grant; provided, however, that the restricted common stock will become fully vested on the earlier to occur of (i) the termination of the reporting person's service as a director due to his death or disability, or (ii) a change in control of the Issuer. 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.