Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ESSEX PROPERTY TRUST, INC.ESS · Entity 3275 | Director | May 12, 2026 | May 14, 2026 |
| Everforth IncEFOR · Entity 4808 | Director | April 24, 2026 | April 27, 2026 |
| Public StoragePSA · Entity 1436 | Director | May 06, 2026 | May 08, 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.
ESSEX PROPERTY TRUST, INC.
Report date May 12, 2026 · Filed May 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,711 |
Reported balance
After 2026-05-12 transaction · row 1
1 source rowRow 1 · 2026-05-12 · Grant · Acquired 633 · Balance 3,711 F1: Represents restricted stock units that will be fully vested as of May 12, 2027 and are subject to restrictions on transfer for the one-year period following the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units that will be fully vested as of May 12, 2027 and are subject to restrictions on transfer for the one-year period following the date of grant.
Everforth Inc
Report date April 24, 2026 · Filed April 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,388 |
Reported balance
After 2026-04-24 transaction · row 1
1 source rowRow 1 · 2026-04-24 · Purchase · Acquired 5,136 · Balance 15,388 F1: The $19.4922 shares price is the weighted average of numerous open market trades made at prices ranging from $19.47-$19.50. |
Filing footnotes · ownership attribution and instrument terms
F1: The $19.4922 shares price is the weighted average of numerous open market trades made at prices ranging from $19.47-$19.50.
Public Storage
Report date May 06, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| AO LTIP UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $308.98 · Expires 2036-05-05 | Direct | 3,232 |
Reported balance
After 2026-05-06 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-06 · Grant · Acquired 3,232 · Balance 3,232 F1: Reflects an award of membership interests in Public Storage OP, L.P. ("Public Storage OP") designated as AO LTIP Units ("AO LTIP Units") granted pursuant to the Amended and Restated Public Storage 2021 Equity and Performance-Based Incentive Compensation Plan. The AO LTIP Units vest in full one (1) year from the grant date. Vested AO LTIP Units are convertible at the reporting person's election into vested LTIP Units ("LTIP Units") of Public Storage OP, which are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Common Units in Public Storage OP ("OP Units"). OP Units may be exchanged by the reporting person for Public Storage common shares or the equivalent cash value of common shares, as determined by Public Storage. AO LTIP Units and LTIP Units are intended to qualify as profits interests for US federal income tax purposes. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects an award of membership interests in Public Storage OP, L.P. ("Public Storage OP") designated as AO LTIP Units ("AO LTIP Units") granted pursuant to the Amended and Restated Public Storage 2021 Equity and Performance-Based Incentive Compensation Plan. The AO LTIP Units vest in full one (1) year from the grant date. Vested AO LTIP Units are convertible at the reporting person's election into vested LTIP Units ("LTIP Units") of Public Storage OP, which are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Common Units in Public Storage OP ("OP Units"). OP Units may be exchanged by the reporting person for Public Storage common shares or the equivalent cash value of common shares, as determined by Public Storage. AO LTIP Units and LTIP Units are intended to qualify as profits interests for US federal income tax purposes.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PS BUSINESS PARKS, INC./MD
Report date July 20, 2022 · Filed July 20, 2022
Section 16 reporting ended · disclosed 2022-07-20. 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 2022-07-20 transaction · row 1
1 source rowRow 1 · 2022-07-20 · Disposition to issuer · Disposed 65,234 · Balance 0 F1: Includes 10,000 previously inadvertently omitted deferred stock units granted under the Company's retirement plan for non-employee directors. F2: Includes 5,000 restricted stock units. F3: On July 20, 2022, pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of April 24, 2022, by and among PS Business Parks, Inc. (the "Company"), Sequoia Parent LP, Sequoia Merger Sub I LLC ("Merger Sub I"), Sequoia Merger Sub II LLC, and PS Business Parks, L.P., Merger Sub I merged with and into the Company (the "Company Merger") and each share of the Company's common stock, par value $0.01 per share ("common stock"), issued and outstanding immediately prior to the effective time of the Company Merger (the "Company Merger Effective Time"), other than certain shares of common stock excluded pursuant to the terms of the Merger Agreement, was automatically cancelled and converted into the right to receive an amount in cash equal to $182.25 per share (the "Per Company Share Merger Consideration"), without interest. [footnote continues in footnote 4 below] F4: The Per Company Share Merger Consideration represents $187.50 per share of common stock as reduced by the $5.25 per share closing cash dividend (the "Closing Cash Dividend") as described in Item 8.01 of the Company's Current Report on Form 8-K filed on July 8, 2022. F5: Pursuant to the Merger Agreement, at the Company Merger Effective Time, each award of deferred stock units (each, a "DSU award") granted under the Company's retirement plan for non-employee directors that was outstanding immediately prior to the Company Merger Effective Time became vested and was converted into a right to receive a cash payment in an amount equal to (i) the number of shares of common stock subject to the DSU award immediately prior to the Company Merger Effective Time multiplied by (ii) the Per Company Share Merger Consideration. In connection with the closing of the Company Merger, individuals holding DSU awards received an additional amount of cash consideration as a deemed dividend equivalent amount in an amount per DSU award equal to the Closing Cash Dividend. F6: Pursuant to the Merger Agreement, at the Company Merger Effective Time, each award of restricted stock units (each, an "RSU award") granted under a Company equity plan that was outstanding immediately prior to the Company Merger Effective Time was automatically cancelled in exchange for a cash payment in an amount equal to (i) the number of shares of common stock subject to the RSU award immediately prior to the Company Merger Effective Time multiplied by (ii) the Per Company Share Merger Consideration. In connection with the closing of the Company Merger, individuals holding RSU awards received an additional amount of cash consideration as a deemed dividend equivalent amount in an amount per RSU award equal to the Closing Cash Dividend. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 0 |
Reported balance
After 2022-07-20 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2022-07-20 · Disposition to issuer · Disposed 1,495.32 · Balance 0 F3: On July 20, 2022, pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of April 24, 2022, by and among PS Business Parks, Inc. (the "Company"), Sequoia Parent LP, Sequoia Merger Sub I LLC ("Merger Sub I"), Sequoia Merger Sub II LLC, and PS Business Parks, L.P., Merger Sub I merged with and into the Company (the "Company Merger") and each share of the Company's common stock, par value $0.01 per share ("common stock"), issued and outstanding immediately prior to the effective time of the Company Merger (the "Company Merger Effective Time"), other than certain shares of common stock excluded pursuant to the terms of the Merger Agreement, was automatically cancelled and converted into the right to receive an amount in cash equal to $182.25 per share (the "Per Company Share Merger Consideration"), without interest. [footnote continues in footnote 4 below] F4: The Per Company Share Merger Consideration represents $187.50 per share of common stock as reduced by the $5.25 per share closing cash dividend (the "Closing Cash Dividend") as described in Item 8.01 of the Company's Current Report on Form 8-K filed on July 8, 2022. F7: 401(k) plan units that represent interest in common stock. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $157.97 · Expires 2031-04-20 | Direct | 0 |
Reported balance
After 2022-07-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-07-20 · Disposition to issuer · Disposed 2,070 · Balance 0 F8: Stock option granted pursuant to the 2012 Equity and Performance-Based Incentive Compensation Plan. Option vests in five (5) equal annual installments beginning one (1) year from the date of grant. F9: This option was previously reported as an option for 2,000 shares of common stock at an exercise price of $163.49, but, pursuant to anti-dilution provisions of the Company's 2012 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on December 1, 2021. F10: Pursuant to the Merger Agreement, at the Company Merger Effective Time, each option to purchase shares of common stock outstanding immediately prior to the Company Merger Effective Time was automatically cancelled in exchange for a cash payment in an amount equal to (i) the number of shares of common stock subject to the option immediately prior to the Company Merger Effective Time multiplied by (ii) the excess of the Per Company Share Merger Consideration over the per share exercise price of the option. In connection with the closing of the Company Merger, individuals holding options received an additional amount of cash consideration as a deemed dividend equivalent amount in an amount per option equal to the Closing Cash Dividend. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 10,000 previously inadvertently omitted deferred stock units granted under the Company's retirement plan for non-employee directors.
F2: Includes 5,000 restricted stock units.
F3: On July 20, 2022, pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of April 24, 2022, by and among PS Business Parks, Inc. (the "Company"), Sequoia Parent LP, Sequoia Merger Sub I LLC ("Merger Sub I"), Sequoia Merger Sub II LLC, and PS Business Parks, L.P., Merger Sub I merged with and into the Company (the "Company Merger") and each share of the Company's common stock, par value $0.01 per share ("common stock"), issued and outstanding immediately prior to the effective time of the Company Merger (the "Company Merger Effective Time"), other than certain shares of common stock excluded pursuant to the terms of the Merger Agreement, was automatically cancelled and converted into the right to receive an amount in cash equal to $182.25 per share (the "Per Company Share Merger Consideration"), without interest. [footnote continues in footnote 4 below]
F4: The Per Company Share Merger Consideration represents $187.50 per share of common stock as reduced by the $5.25 per share closing cash dividend (the "Closing Cash Dividend") as described in Item 8.01 of the Company's Current Report on Form 8-K filed on July 8, 2022.
F5: Pursuant to the Merger Agreement, at the Company Merger Effective Time, each award of deferred stock units (each, a "DSU award") granted under the Company's retirement plan for non-employee directors that was outstanding immediately prior to the Company Merger Effective Time became vested and was converted into a right to receive a cash payment in an amount equal to (i) the number of shares of common stock subject to the DSU award immediately prior to the Company Merger Effective Time multiplied by (ii) the Per Company Share Merger Consideration. In connection with the closing of the Company Merger, individuals holding DSU awards received an additional amount of cash consideration as a deemed dividend equivalent amount in an amount per DSU award equal to the Closing Cash Dividend.
F6: Pursuant to the Merger Agreement, at the Company Merger Effective Time, each award of restricted stock units (each, an "RSU award") granted under a Company equity plan that was outstanding immediately prior to the Company Merger Effective Time was automatically cancelled in exchange for a cash payment in an amount equal to (i) the number of shares of common stock subject to the RSU award immediately prior to the Company Merger Effective Time multiplied by (ii) the Per Company Share Merger Consideration. In connection with the closing of the Company Merger, individuals holding RSU awards received an additional amount of cash consideration as a deemed dividend equivalent amount in an amount per RSU award equal to the Closing Cash Dividend.
F7: 401(k) plan units that represent interest in common stock.
F8: Stock option granted pursuant to the 2012 Equity and Performance-Based Incentive Compensation Plan. Option vests in five (5) equal annual installments beginning one (1) year from the date of grant.
F9: This option was previously reported as an option for 2,000 shares of common stock at an exercise price of $163.49, but, pursuant to anti-dilution provisions of the Company's 2012 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on December 1, 2021.
F10: Pursuant to the Merger Agreement, at the Company Merger Effective Time, each option to purchase shares of common stock outstanding immediately prior to the Company Merger Effective Time was automatically cancelled in exchange for a cash payment in an amount equal to (i) the number of shares of common stock subject to the option immediately prior to the Company Merger Effective Time multiplied by (ii) the excess of the Per Company Share Merger Consideration over the per share exercise price of the option. In connection with the closing of the Company Merger, individuals holding options received an additional amount of cash consideration as a deemed dividend equivalent amount in an amount per option equal to the Closing Cash Dividend.
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 |
|---|---|---|---|---|---|---|
| March 15, 2018 Filed Mar 19, 2018 16:31 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | Tax withholdingCommon Stock | 6,293 | $113.02 | $711,234.86 |
DisclosureSEC source: 0001140361-18-014042 · doc1.xml · nonDerivative · entry 2 HAWTHORNE MARIA R · CIK 0001227459 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,501 F3 · balance_after: Includes 60,000 restricted stock units. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 16:31 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | GrantCommon Stock | 24,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-014042 · doc1.xml · nonDerivative · entry 1 HAWTHORNE MARIA R · CIK 0001227459 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,794 F1 · shares: Award of restricted share units that vest in four (4) equal annual installments beginning on the date of grant. F2 · balance_after: Includes 74,000 restricted stock units. Read SEC document |
| March 08, 2018 Filed Mar 12, 2018 16:19 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | GrantCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-013027 · doc1.xml · nonDerivative · entry 1 HAWTHORNE MARIA R · CIK 0001227459 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,794 F1 · shares: Award of restricted stock units that vest in five (5) equal annual installments beginning on the first anniversary of the date of grant. F2 · balance_after: Includes 50,000 restricted stock units. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 17:37 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | Tax withholdingCommon Stock | 176 | $110.70 | $19,483.20 |
DisclosureSEC source: 0001140361-18-010205 · doc1.xml · nonDerivative · entry 1 HAWTHORNE MARIA R · CIK 0001227459 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,794 F1 · balance_after: Includes 25,000 restricted stock units. Read SEC document |
| July 03, 2017 Filed Jul 5, 2017 21:12 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | Tax withholdingCommon Stock | 1,044 | $132.77 | $138,611.88 |
DisclosureSEC source: 0001140361-17-027257 · doc1.xml · nonDerivative · entry 1 HAWTHORNE MARIA R · CIK 0001227459 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,970 F1 · balance_after: Includes 25,400 restricted stock units. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 17:13 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | Tax withholdingCommon Stock | 3,615 | $112.08 | $405,169.20 |
DisclosureSEC source: 0001140361-17-012607 · doc1.xml · nonDerivative · entry 2 HAWTHORNE MARIA R · CIK 0001227459 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,014 F3 · balance_after: Includes 27,400 restricted stock units. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 17:13 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | GrantCommon Stock | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-012607 · doc1.xml · nonDerivative · entry 1 HAWTHORNE MARIA R · CIK 0001227459 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,629 F1 · shares: Award of restricted share units that vest in four (4) equal annual installments beginning on the date of grant. F2 · balance_after: Includes 35,400 restricted stock units. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 13:14 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | Tax withholdingCommon Stock | 176 | $115.19 | $20,273.44 |
DisclosureSEC source: 0001140361-17-009026 · doc1.xml · nonDerivative · entry 1 HAWTHORNE MARIA R · CIK 0001227459 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,629 F1 · balance_after: Includes 23,400 restricted stock 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.