Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Curbline Properties Corp.CURB · Entity 1543 | Director · President & CEO | May 11, 2026 | May 13, 2026 |
| Retail Value Inc.RVI · Entity 122267 | Director · President & CEO | March 12, 2021 | March 16, 2021 |
| SITE Centers Corp.SITC · Entity 6497 | Director · President & CEO | November 26, 2024 | December 12, 2024 |
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.
Curbline Properties Corp.
Report date May 11, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Spouse in The Elizabeth G Lukes 2025 Revocable Trust U/A dtd 08/07/2025 | 0 |
Reported balance
After 2026-05-11 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-05-11 · Gift · Disposed 126,000 · Balance 0 F1: Gift by the Elizabeth G Lukes 2025 Revocable Trust U/A dtd 08/07/2025. |
| Common StockSEC Table I · non-derivative | IndirectBy Child in the Katherine Kensett Lukes 2025 Irrevocable Trust U/A dtd 08/07/2025 | 42,000 |
Reported balance
After 2026-05-11 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-05-11 · Gift · Acquired 42,000 · Balance 42,000 F1: Gift by the Elizabeth G Lukes 2025 Revocable Trust U/A dtd 08/07/2025. F2: Reflects indirect ownership of gifted securities by the Katherine Kensett Lukes 2025 Irrevocable Trust U/A dtd 08/07/2025, where Mr. Lukes' spouse is the settlor, Mr. Lukes is the trustee and Mr. Lukes' child is the beneficiary of such trust. |
| Common StockSEC Table I · non-derivative | IndirectBy Child in the Jacqueline Lukes 2025 Irrevocable Trust U/A dtd 08/07/2025 | 42,000 |
Reported balance
After 2026-05-11 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-05-11 · Gift · Acquired 42,000 · Balance 42,000 F1: Gift by the Elizabeth G Lukes 2025 Revocable Trust U/A dtd 08/07/2025. F3: Reflects indirect ownership of gifted securities by the Jacqueline Lukes 2025 Irrevocable Trust U/A dtd 08/07/2025, where Mr. Lukes' spouse is the settlor, Mr. Lukes is the trustee and Mr. Lukes' child is the beneficiary of such trust. |
| Common StockSEC Table I · non-derivative | IndirectBy Child in the Sarah Lukes 2025 Irrevocable Trust U/A dtd 08/07/2025 | 42,000 |
Reported balance
After 2026-05-11 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2026-05-11 · Gift · Acquired 42,000 · Balance 42,000 F1: Gift by the Elizabeth G Lukes 2025 Revocable Trust U/A dtd 08/07/2025. F4: Reflects indirect ownership of gifted securities by the Sarah Lukes 2025 Irrevocable Trust U/A dtd 08/07/2025, where Mr. Lukes' spouse is the settlor, Mr. Lukes is the trustee and Mr. Lukes' child is the beneficiary of such trust. |
| Common StockSEC Table I · non-derivative | Direct | 506,597 |
Reported balance
Holding disclosure · report date 2026-05-11 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 506,597 |
Filing footnotes · ownership attribution and instrument terms
F1: Gift by the Elizabeth G Lukes 2025 Revocable Trust U/A dtd 08/07/2025.
F2: Reflects indirect ownership of gifted securities by the Katherine Kensett Lukes 2025 Irrevocable Trust U/A dtd 08/07/2025, where Mr. Lukes' spouse is the settlor, Mr. Lukes is the trustee and Mr. Lukes' child is the beneficiary of such trust.
F3: Reflects indirect ownership of gifted securities by the Jacqueline Lukes 2025 Irrevocable Trust U/A dtd 08/07/2025, where Mr. Lukes' spouse is the settlor, Mr. Lukes is the trustee and Mr. Lukes' child is the beneficiary of such trust.
F4: Reflects indirect ownership of gifted securities by the Sarah Lukes 2025 Irrevocable Trust U/A dtd 08/07/2025, where Mr. Lukes' spouse is the settlor, Mr. Lukes is the trustee and Mr. Lukes' child is the beneficiary of such trust.
Retail Value Inc.
Report date March 12, 2021 · Filed March 16, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2021-03-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-03-12 · Sale · Disposed 14,840 · Balance 1.5142 F1: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.24 to $17.40, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the Staff of the Securities and Exchange Commission, upon request, with full information regarding the number of shares sold at each separate price within this range. Row 2 · 2021-03-16 · Sale · Disposed 1.5142 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.24 to $17.40, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the Staff of the Securities and Exchange Commission, upon request, with full information regarding the number of shares sold at each separate price within this range.
SITE Centers Corp.
Report date November 26, 2024 · Filed December 12, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2024-12-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-12-10 · Sale · Disposed 168,895 · Balance 136,008 F1: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.30 to $15.50, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the Staff of the Securities and Exchange Commission, upon request, with full information regarding the number of shares sold at each separate price within this range. Row 2 · 2024-12-11 · Sale · Disposed 136,008 · Balance 0 F2: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.245 to $15.49, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the Staff of the Securities and Exchange Commission, upon request, with full information regarding the number of shares sold at each separate price within this range. |
| Preferred Class A Depositary Share HoldingSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-11-26 transaction · row 3
1 source rowRow 3 · 2024-11-26 · Other · Disposed 2,000 · Balance 0 F3: The reported securities were called for redemption by the Issuer at a price equal to their liquidation value plus accrued and unpaid dividends. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.30 to $15.50, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the Staff of the Securities and Exchange Commission, upon request, with full information regarding the number of shares sold at each separate price within this range.
F2: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.245 to $15.49, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the Staff of the Securities and Exchange Commission, upon request, with full information regarding the number of shares sold at each separate price within this range.
F3: The reported securities were called for redemption by the Issuer at a price equal to their liquidation value plus accrued and unpaid dividends.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
EQUITY ONE, INC.
Report date March 01, 2017 · Filed March 02, 2017
Section 16 reporting ended · disclosed 2017-03-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2017-03-01 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2017-03-01 · Exercise / conversion · Acquired 200,000 · Balance 315,740.148 F1: Represents shares acquired upon the deemed exercise of stock options. Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of November 14, 2016, by and among the Issuer and Regency Centers Corporation ("Regency"), pursuant to which the Issuer merged with and into Regency with Regency surviving the merger (the "Merger"), at the effective time of the Merger, each unvested option vested and each option was converted into the right to receive an amount in cash equal to the excess of (i) (x) the value of a share of Regency common stock as of the last complete trading day prior to the effective time of the Merger, multiplied by (y) 0.45, over (ii) the exercise price. The acquisition was exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, pursuant to Rules 16b-6(b) and 16b-3 promulgated thereunder. Row 2 · 2017-03-01 · Grant · Acquired 234,450 · Balance 550,190.148 F2: Represents shares issued under Issuer's Long-Term Incentive Plan ("LTIP") in connection with the Merger. The acquisition was exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, pursuant to Rule 16b-3 promulgated thereunder. Row 3 · 2017-03-01 · Tax withholding · Disposed 160,524 · Balance 389,666.148 F3: Represents shares surrendered to the Issuer for the payment of tax obligations arising from the vesting of restricted stock and the issuance of shares under the Issuer's LTIP. The disposition was exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, pursuant to Rule 16b-3 promulgated thereunder. Row 4 · 2017-03-01 · Disposition to issuer · Disposed 200,000 · Balance 189,666.148 F4: Represents shares disposed of at the effective time of the Merger. Pursuant to the Merger Agreement, at the effective time of the Merger, each option was converted into the right to receive an amount in cash equal to the excess of (i) (x) the value of a share of Regency common stock as of the last complete trading day prior to the effective time of the Merger, multiplied by (y) 0.45, over (ii) the exercise price. Row 5 · 2017-03-01 · Disposition to issuer · Disposed 189,666.148 · Balance 0 F5: Pursuant to the Merger Agreement, at the effective time of the Merger, each share of the Issuer's common stock, par value $0.01 per share, held by the Reporting Person was converted into the right to receive 0.45 shares of Regency's common stock, par value $0.01. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $22.87 · Expires 2024-05-12 | Direct | 0 |
Reported balance
After 2017-03-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2017-03-01 · Exercise / conversion · Disposed 200,000 · Balance 0 F6: Pursuant to the Merger Agreement, at the effective time of the Merger, each unvested option vested and each option was converted into the right to receive an amount in cash equal to the excess of (i) (x) the value of a share of Regency common stock as of the last complete trading day prior to the effective time of the Merger, multiplied by (y) 0.45, over (ii) the exercise price. The disposition was exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, pursuant to Rule 16b-6(b) promulgated thereunder. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares acquired upon the deemed exercise of stock options. Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of November 14, 2016, by and among the Issuer and Regency Centers Corporation ("Regency"), pursuant to which the Issuer merged with and into Regency with Regency surviving the merger (the "Merger"), at the effective time of the Merger, each unvested option vested and each option was converted into the right to receive an amount in cash equal to the excess of (i) (x) the value of a share of Regency common stock as of the last complete trading day prior to the effective time of the Merger, multiplied by (y) 0.45, over (ii) the exercise price. The acquisition was exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, pursuant to Rules 16b-6(b) and 16b-3 promulgated thereunder.
F2: Represents shares issued under Issuer's Long-Term Incentive Plan ("LTIP") in connection with the Merger. The acquisition was exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, pursuant to Rule 16b-3 promulgated thereunder.
F3: Represents shares surrendered to the Issuer for the payment of tax obligations arising from the vesting of restricted stock and the issuance of shares under the Issuer's LTIP. The disposition was exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, pursuant to Rule 16b-3 promulgated thereunder.
F4: Represents shares disposed of at the effective time of the Merger. Pursuant to the Merger Agreement, at the effective time of the Merger, each option was converted into the right to receive an amount in cash equal to the excess of (i) (x) the value of a share of Regency common stock as of the last complete trading day prior to the effective time of the Merger, multiplied by (y) 0.45, over (ii) the exercise price.
F5: Pursuant to the Merger Agreement, at the effective time of the Merger, each share of the Issuer's common stock, par value $0.01 per share, held by the Reporting Person was converted into the right to receive 0.45 shares of Regency's common stock, par value $0.01.
F6: Pursuant to the Merger Agreement, at the effective time of the Merger, each unvested option vested and each option was converted into the right to receive an amount in cash equal to the excess of (i) (x) the value of a share of Regency common stock as of the last complete trading day prior to the effective time of the Merger, multiplied by (y) 0.45, over (ii) the exercise price. The disposition was exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, pursuant to Rule 16b-6(b) promulgated thereunder.
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 19, 2020 Filed Mar 19, 2020 23:29 UTC | SITE Centers Corp. SITC · Entity 6497 | PurchasePreferred Class K Depositary Shares | 2,000 | $12.00 | $24,000.00 |
DisclosureSEC source: 0001209191-20-020345 · doc4.xml · nonDerivative · entry 2 Lukes David R · CIK 0001434627 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Read SEC document |
| March 18, 2020 Filed Mar 19, 2020 23:29 UTC | SITE Centers Corp. SITC · Entity 6497 | PurchaseCommon Shares | 80,000 | $5.52 | $441,280.00 |
DisclosureSEC source: 0001209191-20-020345 · doc4.xml · nonDerivative · entry 1 Lukes David R · CIK 0001434627 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,212 F1 · price: The price reported in column 4 is a weighted average price. These shares were acquired in multiple transactions at prices ranging from $5.45 to $5.57, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the Staff of the Securities and Exchange Commission, upon request, with full information regarding the number of shares acquired at each separate price within this range. Read SEC document |
| March 02, 2020 Filed Mar 3, 2020 21:08 UTC | SITE Centers Corp. SITC · Entity 6497 | Tax withholdingCommon Shares | 15,387 | $11.51 | $177,104.37 |
DisclosureSEC source: 0001209191-20-015088 · doc4.xml · nonDerivative · entry 1 Lukes David R · CIK 0001434627 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 268,212 Read SEC document |
| February 22, 2020 Filed Feb 24, 2020 22:09 UTC | SITE Centers Corp. SITC · Entity 6497 | Tax withholdingCommon Shares | 11,505 | $13.19 | $151,750.95 |
DisclosureSEC source: 0001209191-20-012062 · doc4.xml · nonDerivative · entry 1 Lukes David R · CIK 0001434627 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 283,599 Read SEC document |
| January 08, 2020 Filed Jan 10, 2020 14:50 UTC | Retail Value Inc. RVI · Entity 122267 | GrantCommon Shares | 528 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-003001 · doc4.xml · nonDerivative · entry 1 Lukes David R · CIK 0001434627 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,968.5142 F1 · shares: Shares acquired as a result of a stock dividend as of January 8, 2020. Read SEC document |
| March 02, 2019 Filed Mar 4, 2019 21:55 UTC | SITE Centers Corp. SITC · Entity 6497 | Tax withholdingCommon Shares | 15,387 | $13.03 | $200,492.61 |
DisclosureSEC source: 0001209191-19-015716 · doc4.xml · nonDerivative · entry 1 Lukes David R · CIK 0001434627 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 295,104 Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 22:52 UTC | SITE Centers Corp. SITC · Entity 6497 | GrantCommon Shares | 70,476 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-013138 · doc4.xml · nonDerivative · entry 1 Lukes David R · CIK 0001434627 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310,491 Read SEC document |
| January 25, 2019 Filed Jan 29, 2019 17:51 UTC | Retail Value Inc. RVI · Entity 122267 | GrantCommon Shares | 366.5142 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-005836 · doc4.xml · nonDerivative · entry 1 Lukes David R · CIK 0001434627 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,440.5142 F1 · shares: Shares acquired as a result of a stock dividend as of January 25, 2019. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 14:22 UTC | SITE Centers Corp. SITC · Entity 6497 | PurchaseCommon Shares | 15,000 | $11.00 | $165,000.00 |
DisclosureSEC source: 0001209191-19-000630 · doc4.xml · nonDerivative · entry 1 Lukes David R · CIK 0001434627 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,015 F1 · acquired: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $10.98 to $11.01, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the Staff of the Securities and Exchange Commission, upon request, with full information regarding the number of shares purchased at each separate price within this range. Read SEC document |
| April 04, 2018 Filed Aug 2, 2018 20:43 UTC | SITE Centers Corp. DDR · Entity 6497 | PurchaseCommon Shares | 5,874.022 | $7.44 | $43,699.79 |
DisclosureSEC source: 0001209191-18-044997 · doc4.xml · nonDerivative · entry 1 Lukes David R · CIK 0001434627 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 413,722.022 F1 · shares: Does not include adjustments in connection with the Company's reverse stock split or spin-off. F2 · shares: Represents shares acquired through the reinvestment of dividends received on DDR Corp. shares. F1 · price: Does not include adjustments in connection with the Company's reverse stock split or spin-off. F3 · price: The price reported in column 4 is a weighted average price. These shares were acquired in multiple transactions at prices ranging from $7.44 to $7.435, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the Staff of the Securities and Exchange Commission, upon request, with full information regarding the number of shares purchased at each separate price within this range. F1 · balance_after: Does not include adjustments in connection with the Company's reverse stock split or spin-off. Read SEC document |
| March 02, 2018 Filed Mar 5, 2018 22:46 UTC | SITE Centers Corp. DDR · Entity 6497 | Tax withholdingCommon Shares | 25,100 | $7.86 | $197,286.00 |
DisclosureSEC source: 0001209191-18-016732 · doc4.xml · nonDerivative · entry 1 Lukes David R · CIK 0001434627 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 407,848 Read SEC document |
| June 21, 2017 Filed Jun 22, 2017 14:54 UTC | SITE Centers Corp. DDR · Entity 6497 | PurchaseCommon Shares | 60,000 | $8.37 | $502,200.00 |
DisclosureSEC source: 0001209191-17-041284 · doc4.xml · nonDerivative · entry 1 Lukes David R · CIK 0001434627 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 432,948 F1 · price: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $8.365 to $8.37, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the Staff of the Securities and Exchange Commission, upon request, with full information regarding the number of shares purchased at each separate price within this range. Read SEC document |
| May 12, 2017 Filed May 15, 2017 20:50 UTC | SITE Centers Corp. DDR · Entity 6497 | PurchaseCommon Shares | 170,000 | $9.48 | $1,611,600.00 |
DisclosureSEC source: 0001209191-17-032359 · doc4.xml · nonDerivative · entry 1 Lukes David R · CIK 0001434627 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 372,948 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.445 to $9.49, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the Staff of the Securities and Exchange Commission, upon request, with full information regarding the number of shares purchased at each separate price within this range. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 22:42 UTC | SITE Centers Corp. DDR · Entity 6497 | GrantCommon Shares | 202,948 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018436 · doc4.xml · nonDerivative · entry 1 Lukes David R · CIK 0001434627 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,948 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 20:57 UTC | EQUITY ONE, INC. EQY · Entity 178200 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 200,000 | $1,757,500.00 Strike: $22.87 | $351,500,000,000.00 |
DisclosureSEC source: 0000899243-17-006213 · doc4.xml · derivative · entry 6 Lukes David R · CIK 0001434627 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 200,000 shares Expires 2024-05-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · shares: Pursuant to the Merger Agreement, at the effective time of the Merger, each unvested option vested and each option was converted into the right to receive an amount in cash equal to the excess of (i) (x) the value of a share of Regency common stock as of the last complete trading day prior to the effective time of the Merger, multiplied by (y) 0.45, over (ii) the exercise price. The disposition was exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, pursuant to Rule 16b-6(b) promulgated thereunder. F6 · price: Pursuant to the Merger Agreement, at the effective time of the Merger, each unvested option vested and each option was converted into the right to receive an amount in cash equal to the excess of (i) (x) the value of a share of Regency common stock as of the last complete trading day prior to the effective time of the Merger, multiplied by (y) 0.45, over (ii) the exercise price. The disposition was exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, pursuant to Rule 16b-6(b) promulgated thereunder. F6 · derivative.exercise_date: Pursuant to the Merger Agreement, at the effective time of the Merger, each unvested option vested and each option was converted into the right to receive an amount in cash equal to the excess of (i) (x) the value of a share of Regency common stock as of the last complete trading day prior to the effective time of the Merger, multiplied by (y) 0.45, over (ii) the exercise price. The disposition was exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, pursuant to Rule 16b-6(b) promulgated thereunder. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 20:57 UTC | EQUITY ONE, INC. EQY · Entity 178200 | Disposition to issuerCommon Stock, par value $0.01 per share | 189,666.148 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-17-006213 · doc4.xml · nonDerivative · entry 5 Lukes David R · CIK 0001434627 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F5 · shares: Pursuant to the Merger Agreement, at the effective time of the Merger, each share of the Issuer's common stock, par value $0.01 per share, held by the Reporting Person was converted into the right to receive 0.45 shares of Regency's common stock, par value $0.01. F5 · price: Pursuant to the Merger Agreement, at the effective time of the Merger, each share of the Issuer's common stock, par value $0.01 per share, held by the Reporting Person was converted into the right to receive 0.45 shares of Regency's common stock, par value $0.01. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 20:57 UTC | EQUITY ONE, INC. EQY · Entity 178200 | Disposition to issuerCommon Stock, par value $0.01 per share | 200,000 | $1,757,500.00 | $351,500,000,000.00 |
DisclosureSEC source: 0000899243-17-006213 · doc4.xml · nonDerivative · entry 4 Lukes David R · CIK 0001434627 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,666.148 F4 · shares: Represents shares disposed of at the effective time of the Merger. Pursuant to the Merger Agreement, at the effective time of the Merger, each option was converted into the right to receive an amount in cash equal to the excess of (i) (x) the value of a share of Regency common stock as of the last complete trading day prior to the effective time of the Merger, multiplied by (y) 0.45, over (ii) the exercise price. F4 · price: Represents shares disposed of at the effective time of the Merger. Pursuant to the Merger Agreement, at the effective time of the Merger, each option was converted into the right to receive an amount in cash equal to the excess of (i) (x) the value of a share of Regency common stock as of the last complete trading day prior to the effective time of the Merger, multiplied by (y) 0.45, over (ii) the exercise price. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 20:57 UTC | EQUITY ONE, INC. EQY · Entity 178200 | Tax withholdingCommon Stock, par value $0.01 per share | 160,524 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-006213 · doc4.xml · nonDerivative · entry 3 Lukes David R · CIK 0001434627 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 389,666.148 F3 · shares: Represents shares surrendered to the Issuer for the payment of tax obligations arising from the vesting of restricted stock and the issuance of shares under the Issuer's LTIP. The disposition was exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, pursuant to Rule 16b-3 promulgated thereunder. F3 · price: Represents shares surrendered to the Issuer for the payment of tax obligations arising from the vesting of restricted stock and the issuance of shares under the Issuer's LTIP. The disposition was exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, pursuant to Rule 16b-3 promulgated thereunder. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 20:57 UTC | EQUITY ONE, INC. EQY · Entity 178200 | GrantCommon Stock, par value $0.01 per share | 234,450 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-006213 · doc4.xml · nonDerivative · entry 2 Lukes David R · CIK 0001434627 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 550,190.148 F2 · shares: Represents shares issued under Issuer's Long-Term Incentive Plan ("LTIP") in connection with the Merger. The acquisition was exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, pursuant to Rule 16b-3 promulgated thereunder. F2 · price: Represents shares issued under Issuer's Long-Term Incentive Plan ("LTIP") in connection with the Merger. The acquisition was exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, pursuant to Rule 16b-3 promulgated thereunder. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 20:57 UTC | EQUITY ONE, INC. EQY · Entity 178200 | Exercise / conversionCommon Stock, par value $0.01 per share | 200,000 | $4,574,000.00 | $914,800,000,000.00 |
DisclosureSEC source: 0000899243-17-006213 · doc4.xml · nonDerivative · entry 1 Lukes David R · CIK 0001434627 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 315,740.148 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents shares acquired upon the deemed exercise of stock options. Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of November 14, 2016, by and among the Issuer and Regency Centers Corporation ("Regency"), pursuant to which the Issuer merged with and into Regency with Regency surviving the merger (the "Merger"), at the effective time of the Merger, each unvested option vested and each option was converted into the right to receive an amount in cash equal to the excess of (i) (x) the value of a share of Regency common stock as of the last complete trading day prior to the effective time of the Merger, multiplied by (y) 0.45, over (ii) the exercise price. The acquisition was exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, pursuant to Rules 16b-6(b) and 16b-3 promulgated thereunder. F1 · price: Represents shares acquired upon the deemed exercise of stock options. Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of November 14, 2016, by and among the Issuer and Regency Centers Corporation ("Regency"), pursuant to which the Issuer merged with and into Regency with Regency surviving the merger (the "Merger"), at the effective time of the Merger, each unvested option vested and each option was converted into the right to receive an amount in cash equal to the excess of (i) (x) the value of a share of Regency common stock as of the last complete trading day prior to the effective time of the Merger, multiplied by (y) 0.45, over (ii) the exercise price. The acquisition was exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, pursuant to Rules 16b-6(b) and 16b-3 promulgated thereunder. Read SEC document |
| February 06, 2017 Filed Feb 7, 2017 12:31 UTC | EQUITY ONE, INC. EQY · Entity 178200 | Tax withholdingCommon Stock, par value $0.01 per share | 1,706 | $31.29 | $53,380.74 |
DisclosureSEC source: 0001042810-17-000028 · wf-form4_148648866386991.xml · nonDerivative · entry 3 Lukes David R · CIK 0001434627 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,740.148 F1 · shares: Represents shares surrendered to the Issuer for the payment of tax obligations arising from the vesting of restricted stock. Read SEC document |
| February 06, 2017 Filed Feb 7, 2017 12:31 UTC | EQUITY ONE, INC. EQY · Entity 178200 | GrantCommon Stock, par value $0.01 per share | 6,795 | $0.00 | $0.00 |
DisclosureSEC source: 0001042810-17-000028 · wf-form4_148648866386991.xml · nonDerivative · entry 2 Lukes David R · CIK 0001434627 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,446.148 F3 · price: Represents shares of restricted stock granted to the Reporting Person under the Issuer's 2000 Executive Incentive Compensation Plan. Read SEC document |
| February 05, 2017 Filed Feb 7, 2017 12:31 UTC | EQUITY ONE, INC. EQY · Entity 178200 | Tax withholdingCommon Stock, par value $0.01 per share | 3,630 | $31.16 | $113,110.80 |
DisclosureSEC source: 0001042810-17-000028 · wf-form4_148648866386991.xml · nonDerivative · entry 1 Lukes David R · CIK 0001434627 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,651.148 F1 · shares: Represents shares surrendered to the Issuer for the payment of tax obligations arising from the vesting of restricted stock. F2 · balance_after: Includes 108.53 shares acquired by the Reporting Person as of December 31, 2016 under the Issuer's 2004 Employee Stock Purchase Plan not previously reported. Read SEC document |
| December 08, 2016 Filed Dec 12, 2016 09:51 UTC | EQUITY ONE, INC. EQY · Entity 178200 | Tax withholdingCommon Stock, par value $0.01 per share | 11,072 | $29.71 | $328,949.12 |
DisclosureSEC source: 0001628280-16-021969 · wf-form4_148155430402289.xml · nonDerivative · entry 1 Lukes David R · CIK 0001434627 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,172.618 F1 · shares: Represents shares surrendered to the Issuer for the payment of tax obligations arising from the vesting of restricted stock. Read SEC document |
| December 02, 2016 Filed Dec 6, 2016 10:11 UTC | EQUITY ONE, INC. EQY · Entity 178200 | GrantCommon Stock, par value $0.01 per share | 21,482 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-16-021808 · wf-form4_148103708215584.xml · nonDerivative · entry 1 Lukes David R · CIK 0001434627 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,244.618 F1 · shares: Represents shares of restricted stock granted to the reporting person under the Issuer's 2000 Executive Incentive Compensation Plan. F2 · balance_after: Includes 482.895 shares acquired by the reporting person as of September 30, 2016 under the Issuer's Employee Stock Purchase Plan not previously reported. 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.