Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atlas Energy Group, LLCATLS · Entity 162220 | VP, CLO & Secretary | June 08, 2018 | June 08, 2018 |
| INDEPENDENCE REALTY TRUST, INC.IRT · Entity 4065 | Director | May 13, 2026 | May 15, 2026 |
| Titan Energy, LLCTTEN · Entity 16282 | VP, CLO & Corporate Secretary | October 26, 2017 | October 31, 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.
Atlas Energy Group, LLC
Report date June 08, 2018 · Filed June 08, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 54,627 |
Reported balance
After 2018-06-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-06-08 · Disposition to issuer · Disposed 23,800 · Balance 54,627 F1: The Reporting Person elected to forfeit phantom units that were to vest into common units on June 8, 2018. F2: This amount includes 50,250 common units underlying the equivalent number of phantom units. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person elected to forfeit phantom units that were to vest into common units on June 8, 2018.
F2: This amount includes 50,250 common units underlying the equivalent number of phantom units.
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 | Direct | 30,644 |
Reported balance
After 2026-05-13 transaction · row 1
1 source rowRow 1 · 2026-05-13 · Grant · Acquired 6,197 · Balance 30,644 |
Titan Energy, LLC
Report date October 26, 2017 · Filed October 31, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 8,383 |
Reported balance
After 2017-10-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-10-26 · Tax withholding · Disposed 1,617 · Balance 8,383 F1: The Reporting Person is a participant in Titan Energy, LLC's (the "Company") Management Incentive Plan (the "Plan"). 3,300 phantom shares issued under the Plan vested on October 26, 2017 and 1,617 shares were withheld to cover tax obligations. F2: 6,700 shares remain subject to vesting schedules. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person is a participant in Titan Energy, LLC's (the "Company") Management Incentive Plan (the "Plan"). 3,300 phantom shares issued under the Plan vested on October 26, 2017 and 1,617 shares were withheld to cover tax obligations.
F2: 6,700 shares remain subject to vesting schedules.
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 13, 2026 Filed May 15, 2026 21:31 UTC | INDEPENDENCE REALTY TRUST, INC. IRT · Entity 4065 | GrantCommon Stock | 6,197 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-017453 · rdgdoc.xml · nonDerivative · entry 1 Washington Lisa · CIK 0001363480 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,644 Read SEC document |
| May 14, 2025 Filed May 16, 2025 21:29 UTC | INDEPENDENCE REALTY TRUST, INC. IRT · Entity 4065 | GrantCommon stock | 5,178 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-017465 · rdgdoc.xml · nonDerivative · entry 1 Washington Lisa · CIK 0001363480 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,447 Read SEC document |
| May 15, 2024 Filed May 17, 2024 21:33 UTC | INDEPENDENCE REALTY TRUST, INC. IRT · Entity 4065 | GrantCommon Stock | 5,616 | $0.00 | $0.00 |
DisclosureSEC source: 0001466085-24-000080 · wk-form4_1715981566.xml · nonDerivative · entry 1 Washington Lisa · CIK 0001363480 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,269 Read SEC document |
| May 10, 2023 Filed May 12, 2023 21:32 UTC | INDEPENDENCE REALTY TRUST, INC. IRT · Entity 4065 | GrantCommon Stock | 5,510 | $0.00 | $0.00 |
DisclosureSEC source: 0001466085-23-000085 · wf-form4_168392712022271.xml · nonDerivative · entry 1 Washington Lisa · CIK 0001363480 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,653 Read SEC document |
| May 18, 2022 Filed May 20, 2022 21:40 UTC | INDEPENDENCE REALTY TRUST, INC. IRT · Entity 4065 | GrantCommon Stock | 3,597 | $0.00 | $0.00 |
DisclosureSEC source: 0001466085-22-000043 · wf-form4_165308282541064.xml · nonDerivative · entry 1 Washington Lisa · CIK 0001363480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,143 Read SEC document |
| May 12, 2021 Filed May 13, 2021 21:30 UTC | INDEPENDENCE REALTY TRUST, INC. IRT · Entity 4065 | GrantCommon Stock | 4,546 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-032390 · doc4.xml · nonDerivative · entry 1 Washington Lisa · CIK 0001363480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,546 Read SEC document |
| June 08, 2018 Filed Jun 8, 2018 20:47 UTC | Atlas Energy Group, LLC ATLS · Entity 162220 | Disposition to issuerCommon Units | 23,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-036714 · doc4.xml · nonDerivative · entry 1 Washington Lisa · CIK 0001363480 · VP, CLO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,627 F1 · price: The Reporting Person elected to forfeit phantom units that were to vest into common units on June 8, 2018. F2 · balance_after: This amount includes 50,250 common units underlying the equivalent number of phantom units. Read SEC document |
| February 28, 2018 Filed Mar 3, 2018 01:23 UTC | Atlas Energy Group, LLC ATLS · Entity 162220 | Disposition to issuerCommon Units | 70,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-016075 · doc4.xml · nonDerivative · entry 1 Washington Lisa · CIK 0001363480 · VP, CLO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,427 F1 · price: On February 28, 2018, the Reporting Person elected to forfeit phantom units that were to vest into common units on March 1, 2018. F2 · balance_after: This amount includes 74,050 common units underlying the equivalent number of phantom units. Read SEC document |
| October 26, 2017 Filed Oct 31, 2017 13:06 UTC | Titan Energy, LLC TTEN · Entity 16282 | Tax withholdingCommon Shares | 1,617 | $4.11 | $6,645.87 |
DisclosureSEC source: 0001209191-17-058391 · doc4.xml · nonDerivative · entry 1 Washington Lisa · CIK 0001363480 · VP, CLO & Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,383 F1 · kind: The Reporting Person is a participant in Titan Energy, LLC's (the "Company") Management Incentive Plan (the "Plan"). 3,300 phantom shares issued under the Plan vested on October 26, 2017 and 1,617 shares were withheld to cover tax obligations. F2 · balance_after: 6,700 shares remain subject to vesting schedules. Read SEC document |
| October 26, 2016 Filed Oct 28, 2016 20:03 UTC | Titan Energy, LLC TTEN · Entity 16282 | GrantCommon Shares | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-16-147274 · doc4.xml · nonDerivative · entry 1 Washington Lisa · CIK 0001363480 · VP, CLO & Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 F1 · shares: The reporting person is a participant in Titan Energy, LLC's (the "Company") Management Incentive Plan (the "Plan"). The reporting person received 10,000 phantom shares under the Plan on October 26, 2016. Each phantom share represents the right to receive, upon vesting, one common share of the Company. The phantom shares vest in three equal installments on each anniversary of the grant date. F1 · price: The reporting person is a participant in Titan Energy, LLC's (the "Company") Management Incentive Plan (the "Plan"). The reporting person received 10,000 phantom shares under the Plan on October 26, 2016. Each phantom share represents the right to receive, upon vesting, one common share of the Company. The phantom shares vest in three equal installments on each anniversary of the grant date. Read SEC document |
| October 06, 2016 Filed Oct 11, 2016 21:07 UTC | Atlas Energy Group, LLC ATLS · Entity 162220 | GrantCommon Units | 75,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-16-145606 · doc4.xml · nonDerivative · entry 1 Washington Lisa · CIK 0001363480 · VP, CLO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,377 F1 · price: The Reporting Person is a participant in the Atlas Energy Group, LLC (the "Company") 2015 Long-Term Incentive Plan (the "Plan"). The Reporting Person received 75,000 phantom units under the Plan on October 6, 2016. Each phantom unit represents the right to receive, upon vesting, one common unit of the Company. The phantom units in the Plan vest 33% per year. The units are receivable without additional consideration. F2 · balance_after: This amount includes 145,000 common units underlying the equivalent number of phantom units. 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.