Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Piedmont Realty Trust, Inc.PDM · Entity 4841 | Director | May 12, 2026 | May 13, 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.
Piedmont Realty Trust, Inc.
Report date May 12, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 61,842 |
Ending reported balance
After 2026-05-12 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-12 · Exercise / conversion · Acquired 15,217 · Balance 66,408 F1: Each restricted stock unit represents a contingent right to receive one share of PDM common stock. Restricted stock units may be settled in cash or common stock at PDM's election. F2: On May 15, 2025, at the 2025 Annual Meeting of Stockholders of Piedmont Realty Trust, Inc., the reporting person was granted 15,217 restricted stock units, which vested at the 2026 Annual Meeting of Stockholders on May 12, 2026, and was settled in PDM common stock. Row 2 · 2026-05-12 · Tax withholding · Disposed 4,566 · Balance 61,842 F3: In connection with the vesting of 15,217 shares of deferred stock on May 12, 2026, 4,566 shares were forfeited by the reporting person and delivered to the Company to satisfy tax withholding obligations. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-05-12 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-12 · Exercise / conversion · Disposed 15,217 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of PDM common stock. Restricted stock units may be settled in cash or common stock at PDM's election. F2: On May 15, 2025, at the 2025 Annual Meeting of Stockholders of Piedmont Realty Trust, Inc., the reporting person was granted 15,217 restricted stock units, which vested at the 2026 Annual Meeting of Stockholders on May 12, 2026, and was settled in PDM common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 12,883 |
Reported balance
After 2026-05-12 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-12 · Grant · Acquired 12,883 · Balance 12,883 F1: Each restricted stock unit represents a contingent right to receive one share of PDM common stock. Restricted stock units may be settled in cash or common stock at PDM's election. F4: On May 12, 2026, at the 2026 Annual Meeting of Stockholders of Piedmont Realty Trust, Inc., the reporting person was granted 12,883 restricted stock units, which will vest on the earlier of the 2027 Annual Meeting of Stockholders, or the anniversary of the grant date in May 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of PDM common stock. Restricted stock units may be settled in cash or common stock at PDM's election.
F2: On May 15, 2025, at the 2025 Annual Meeting of Stockholders of Piedmont Realty Trust, Inc., the reporting person was granted 15,217 restricted stock units, which vested at the 2026 Annual Meeting of Stockholders on May 12, 2026, and was settled in PDM common stock.
F3: In connection with the vesting of 15,217 shares of deferred stock on May 12, 2026, 4,566 shares were forfeited by the reporting person and delivered to the Company to satisfy tax withholding obligations.
F4: On May 12, 2026, at the 2026 Annual Meeting of Stockholders of Piedmont Realty Trust, Inc., the reporting person was granted 12,883 restricted stock units, which will vest on the earlier of the 2027 Annual Meeting of Stockholders, or the anniversary of the grant date in May 2027.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CARDINAL FINANCIAL CORP
Report date April 21, 2017 · Filed April 26, 2017
Section 16 reporting ended · disclosed 2017-04-26. 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 2017-04-21 transaction · row 1
1 source rowRow 1 · 2017-04-21 · Disposition to issuer · Disposed 2,724 · Balance 0 F1: Effective April 21, 2017, pursuant to an Agreement and Plan of Reorganization, dated as of August 17, 2016 (the "Merger Agreement"), by and among United Bankshares, Inc. ("United"), its subsidiary UBV Holding Company, LLC ("UBV") and Cardinal Financial Corporation ("Cardinal"), Cardinal merged with and into UBV, with UBV as the surviving company (the "Merger"). In the Merger, each share of Cardinal's common stock converted into 0.71 shares of United's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Effective April 21, 2017, pursuant to an Agreement and Plan of Reorganization, dated as of August 17, 2016 (the "Merger Agreement"), by and among United Bankshares, Inc. ("United"), its subsidiary UBV Holding Company, LLC ("UBV") and Cardinal Financial Corporation ("Cardinal"), Cardinal merged with and into UBV, with UBV as the surviving company (the "Merger"). In the Merger, each share of Cardinal's common stock converted into 0.71 shares of United's common stock.
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 31, 2016 Filed Feb 14, 2017 15:37 UTC | CARDINAL FINANCIAL CORP CFNL · Entity 176717 | GrantDeferred Stock Unit · Derivative | 221.13 | $20.35 | $4,500.00 |
DisclosureSEC source: 0001140361-17-007177 · doc1.xml · derivative · entry 5 Lang Barbara B · CIK 0001601268 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,228.154 Underlying: Common Stock · 221.13 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Stock Unit is the economic equivalent of one share of CFNL common stock. The Deferred Stock Units become payable in shares of common stock in accordance with the terms of the Cardinal Financial Corporation Directors Deferred Income Plan. F1 · derivative.exercise_date: Each Deferred Stock Unit is the economic equivalent of one share of CFNL common stock. The Deferred Stock Units become payable in shares of common stock in accordance with the terms of the Cardinal Financial Corporation Directors Deferred Income Plan. F1 · derivative.expiration_date: Each Deferred Stock Unit is the economic equivalent of one share of CFNL common stock. The Deferred Stock Units become payable in shares of common stock in accordance with the terms of the Cardinal Financial Corporation Directors Deferred Income Plan. Read SEC document |
| March 04, 2016 Filed Feb 14, 2017 15:37 UTC | CARDINAL FINANCIAL CORP CFNL · Entity 176717 | GrantDeferred Stock Unit · Derivative | 355.716 | $20.03 | $7,124.99 |
DisclosureSEC source: 0001140361-17-007177 · doc1.xml · derivative · entry 4 Lang Barbara B · CIK 0001601268 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,007.024 Underlying: Common Stock · 355.716 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Stock Unit is the economic equivalent of one share of CFNL common stock. The Deferred Stock Units become payable in shares of common stock in accordance with the terms of the Cardinal Financial Corporation Directors Deferred Income Plan. F1 · derivative.exercise_date: Each Deferred Stock Unit is the economic equivalent of one share of CFNL common stock. The Deferred Stock Units become payable in shares of common stock in accordance with the terms of the Cardinal Financial Corporation Directors Deferred Income Plan. F1 · derivative.expiration_date: Each Deferred Stock Unit is the economic equivalent of one share of CFNL common stock. The Deferred Stock Units become payable in shares of common stock in accordance with the terms of the Cardinal Financial Corporation Directors Deferred Income Plan. Read SEC document |
| February 02, 2016 Filed Feb 14, 2017 15:37 UTC | CARDINAL FINANCIAL CORP CFNL · Entity 176717 | GrantDeferred Stock Unit · Derivative | 243.243 | $18.50 | $4,500.00 |
DisclosureSEC source: 0001140361-17-007177 · doc1.xml · derivative · entry 3 Lang Barbara B · CIK 0001601268 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,651.308 Underlying: Common Stock · 243.243 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Stock Unit is the economic equivalent of one share of CFNL common stock. The Deferred Stock Units become payable in shares of common stock in accordance with the terms of the Cardinal Financial Corporation Directors Deferred Income Plan. F1 · derivative.exercise_date: Each Deferred Stock Unit is the economic equivalent of one share of CFNL common stock. The Deferred Stock Units become payable in shares of common stock in accordance with the terms of the Cardinal Financial Corporation Directors Deferred Income Plan. F1 · derivative.expiration_date: Each Deferred Stock Unit is the economic equivalent of one share of CFNL common stock. The Deferred Stock Units become payable in shares of common stock in accordance with the terms of the Cardinal Financial Corporation Directors Deferred Income Plan. Read SEC document |
| February 02, 2016 Filed Feb 14, 2017 15:37 UTC | CARDINAL FINANCIAL CORP CFNL · Entity 176717 | GrantDeferred Stock Unit · Derivative | 47.743 | $18.50 | $883.25 |
DisclosureSEC source: 0001140361-17-007177 · doc1.xml · derivative · entry 2 Lang Barbara B · CIK 0001601268 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,408.065 Underlying: Common Stock · 47.743 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Stock Unit is the economic equivalent of one share of CFNL common stock. The Deferred Stock Units become payable in shares of common stock in accordance with the terms of the Cardinal Financial Corporation Directors Deferred Income Plan. F2 · shares: Company match to Deferred Stock Units in accordance with the terms of the Cardinal Financial Corporation Directors Deferred Income Plan. F1 · derivative.exercise_date: Each Deferred Stock Unit is the economic equivalent of one share of CFNL common stock. The Deferred Stock Units become payable in shares of common stock in accordance with the terms of the Cardinal Financial Corporation Directors Deferred Income Plan. F1 · derivative.expiration_date: Each Deferred Stock Unit is the economic equivalent of one share of CFNL common stock. The Deferred Stock Units become payable in shares of common stock in accordance with the terms of the Cardinal Financial Corporation Directors Deferred Income Plan. Read SEC document |
| January 04, 2016 Filed Feb 14, 2017 15:37 UTC | CARDINAL FINANCIAL CORP CFNL · Entity 176717 | GrantDeferred Stock Unit · Derivative | 205.855 | $21.86 | $4,499.99 |
DisclosureSEC source: 0001140361-17-007177 · doc1.xml · derivative · entry 1 Lang Barbara B · CIK 0001601268 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,360.322 Underlying: Common Stock · 205.855 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Stock Unit is the economic equivalent of one share of CFNL common stock. The Deferred Stock Units become payable in shares of common stock in accordance with the terms of the Cardinal Financial Corporation Directors Deferred Income Plan. F1 · derivative.exercise_date: Each Deferred Stock Unit is the economic equivalent of one share of CFNL common stock. The Deferred Stock Units become payable in shares of common stock in accordance with the terms of the Cardinal Financial Corporation Directors Deferred Income Plan. F1 · derivative.expiration_date: Each Deferred Stock Unit is the economic equivalent of one share of CFNL common stock. The Deferred Stock Units become payable in shares of common stock in accordance with the terms of the Cardinal Financial Corporation Directors Deferred Income Plan. 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.