Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| InvenTrust Properties Corp.IVT · Entity 4341 | Director | May 05, 2026 | May 07, 2026 |
| NNN REIT, INC.NNN · Entity 3603 | President and CEO | February 15, 2022 | February 17, 2022 |
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.
InvenTrust Properties Corp.
Report date May 05, 2026 · Filed May 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,552 |
Reported balance
After 2026-05-05 transaction · row 1
1 source rowRow 1 · 2026-05-05 · Exercise / conversion · Acquired 4,372 · Balance 34,552 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-05 · Exercise / conversion · Disposed 4,372 · Balance 0 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan, as amended. The RSUs vest in full on May 5, 2026, the date of the Issuer's 2026 annual meeting of stockholders. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,352 |
Reported balance
After 2026-05-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-05 · Grant · Acquired 4,352 · Balance 4,352 F2: Each RSU represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan, as amended. The RSUs vest on the earlier of (i) the date of the next annual meeting of the Issuer's stockholders following the grant date or (ii) the first anniversary of the grant date, subject to the director's continued service on the vesting date. The RSUs are subject to accelerated vesting in the event of a termination of service due to death or disability or a change in control of the Issuer. The RSUs will be settled in shares of the Issuer's common stock within 60 days after the vesting date (or in the event of a change in control of the Issuer, immediately preceding and effective upon such change in control). |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan, as amended. The RSUs vest in full on May 5, 2026, the date of the Issuer's 2026 annual meeting of stockholders.
F2: Each RSU represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan, as amended. The RSUs vest on the earlier of (i) the date of the next annual meeting of the Issuer's stockholders following the grant date or (ii) the first anniversary of the grant date, subject to the director's continued service on the vesting date. The RSUs are subject to accelerated vesting in the event of a termination of service due to death or disability or a change in control of the Issuer. The RSUs will be settled in shares of the Issuer's common stock within 60 days after the vesting date (or in the event of a change in control of the Issuer, immediately preceding and effective upon such change in control).
NNN REIT, INC.
Report date February 15, 2022 · Filed February 17, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 587,306 |
Ending reported balance
After 2022-02-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-02-15 · Grant · Acquired 116,210 · Balance 663,423 F1: Shares will vest on January 1, 2025 based upon achieving certain total shareholder returns. The Reporting Person has no dividend or voting rights on these shares until the shares have vested. Row 2 · 2022-02-15 · Disposition to issuer · Disposed 76,117 · Balance 587,306 F2: Restricted shares forfeited as a result of certain conditions not being met |
Filing footnotes · ownership attribution and instrument terms
F1: Shares will vest on January 1, 2025 based upon achieving certain total shareholder returns. The Reporting Person has no dividend or voting rights on these shares until the shares have vested.
F2: Restricted shares forfeited as a result of certain conditions not being met
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 |
|---|---|---|---|---|---|---|
| February 15, 2018 Filed Feb 20, 2018 14:10 UTC | NNN REIT, INC. NNN · Entity 3603 | Disposition to issuerCommon Stock | 13,348 | $0.00 | $0.00 |
DisclosureSEC source: 0000751364-18-000034 · wf-form4_151913584204054.xml · nonDerivative · entry 3 WHITEHURST JULIAN E · CIK 0001214565 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 381,223 F3 · shares: Restricted shares forfeited as a result of certain conditions not begin met. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 14:10 UTC | NNN REIT, INC. NNN · Entity 3603 | GrantCommon Stock | 77,809 | $37.06 | $2,883,601.54 |
DisclosureSEC source: 0000751364-18-000034 · wf-form4_151913584204054.xml · nonDerivative · entry 2 WHITEHURST JULIAN E · CIK 0001214565 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 394,571 F2 · shares: Shares will vest on January 1, 2021 based upon achieving certain total shareholder returns. The Reporting Person has no dividend or voting rights on these shares until the shares have vested. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 14:10 UTC | NNN REIT, INC. NNN · Entity 3603 | GrantCommon Stock | 25,936 | $37.06 | $961,188.16 |
DisclosureSEC source: 0000751364-18-000034 · wf-form4_151913584204054.xml · nonDerivative · entry 1 WHITEHURST JULIAN E · CIK 0001214565 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,762 F1 · shares: The shares will vest 25% annually beginning in 2019 through 2022. The Reporting Person has voting and dividend rights on all of these shares, including unvested shares. Read SEC document |
| November 30, 2017 Filed Dec 4, 2017 20:21 UTC | NNN REIT, INC. NNN · Entity 3603 | GiftCommon Stock | 4,000 | $41.34 | $165,360.00 |
DisclosureSEC source: 0000751364-17-000154 · wf-form4_151241885735408.xml · nonDerivative · entry 1 WHITEHURST JULIAN E · CIK 0001214565 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,826 Read SEC document |
| August 24, 2017 Filed Aug 25, 2017 20:02 UTC | NNN REIT, INC. NNN · Entity 3603 | SaleCommon Stock | 17,413 | $41.46 | $721,965.62 |
DisclosureSEC source: 0000751364-17-000127 · wf-form4_150369131670228.xml · nonDerivative · entry 1 WHITEHURST JULIAN E · CIK 0001214565 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 294,826 Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 21:54 UTC | InvenTrust Properties Corp. NONE · Entity 4341 | GrantRestricted Stock Units · Derivative | 33,435 | $0.00 | $0.00 |
DisclosureSEC source: 0001307748-17-000047 · wf-form4_149669967074512.xml · derivative · entry 4 WHITEHURST JULIAN E · CIK 0001214565 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,435 Underlying: Common Stock · 33,435 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs vest on the earlier of (i) the date of the next annual meeting of the Issuer's stockholders following the grant date or (ii) the first anniversary of the grant date, subject to the director's continued service on the vesting date. The RSUs are subject to accelerated vesting in the event of a termination of service due to death or disability or a change in control of the Issuer. The RSUs will be settled 75% in shares of the Issuer's common stock and 25% in cash within 60 days after the vesting date (or in the event of a change in control of the Issuer, immediately preceding and effective upon such change in control). F2 · derivative.exercise_date: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs vest on the earlier of (i) the date of the next annual meeting of the Issuer's stockholders following the grant date or (ii) the first anniversary of the grant date, subject to the director's continued service on the vesting date. The RSUs are subject to accelerated vesting in the event of a termination of service due to death or disability or a change in control of the Issuer. The RSUs will be settled 75% in shares of the Issuer's common stock and 25% in cash within 60 days after the vesting date (or in the event of a change in control of the Issuer, immediately preceding and effective upon such change in control). F2 · derivative.expiration_date: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs vest on the earlier of (i) the date of the next annual meeting of the Issuer's stockholders following the grant date or (ii) the first anniversary of the grant date, subject to the director's continued service on the vesting date. The RSUs are subject to accelerated vesting in the event of a termination of service due to death or disability or a change in control of the Issuer. The RSUs will be settled 75% in shares of the Issuer's common stock and 25% in cash within 60 days after the vesting date (or in the event of a change in control of the Issuer, immediately preceding and effective upon such change in control). Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 21:54 UTC | InvenTrust Properties Corp. NONE · Entity 4341 | Exercise / conversionRestricted Stock Units · Derivative | 48,964 | $0.00 | $0.00 |
DisclosureSEC source: 0001307748-17-000047 · wf-form4_149669967074512.xml · derivative · entry 3 WHITEHURST JULIAN E · CIK 0001214565 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 48,964 shares Expires not disclosed 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. F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs vest on the earlier of (i) the date of the next annual meeting of the Issuer's stockholders following the grant date or (ii) the first anniversary of the grant date, subject to the director's continued service on the vesting date. The RSUs are subject to accelerated vesting in the event of a termination of service due to death or disability or a change in control of the Issuer. The RSUs will be settled 75% in shares of the Issuer's common stock and 25% in cash within 60 days after the vesting date (or in the event of a change in control of the Issuer, immediately preceding and effective upon such change in control). F2 · derivative.exercise_date: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs vest on the earlier of (i) the date of the next annual meeting of the Issuer's stockholders following the grant date or (ii) the first anniversary of the grant date, subject to the director's continued service on the vesting date. The RSUs are subject to accelerated vesting in the event of a termination of service due to death or disability or a change in control of the Issuer. The RSUs will be settled 75% in shares of the Issuer's common stock and 25% in cash within 60 days after the vesting date (or in the event of a change in control of the Issuer, immediately preceding and effective upon such change in control). F2 · derivative.expiration_date: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs vest on the earlier of (i) the date of the next annual meeting of the Issuer's stockholders following the grant date or (ii) the first anniversary of the grant date, subject to the director's continued service on the vesting date. The RSUs are subject to accelerated vesting in the event of a termination of service due to death or disability or a change in control of the Issuer. The RSUs will be settled 75% in shares of the Issuer's common stock and 25% in cash within 60 days after the vesting date (or in the event of a change in control of the Issuer, immediately preceding and effective upon such change in control). Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 21:54 UTC | InvenTrust Properties Corp. NONE · Entity 4341 | Exercise / conversionCommon Stock | 10,449 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001307748-17-000047 · wf-form4_149669967074512.xml · nonDerivative · entry 2 WHITEHURST JULIAN E · CIK 0001214565 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,723 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: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs vested in full on June 1, 2017 and will be settled 75% in shares of the Issuer's common stock and 25% in cash within 60 days after the vesting date. F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs vested in full on June 1, 2017 and will be settled 75% in shares of the Issuer's common stock and 25% in cash within 60 days after the vesting date. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 21:54 UTC | InvenTrust Properties Corp. NONE · Entity 4341 | Exercise / conversionCommon Stock | 26,274 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001307748-17-000047 · wf-form4_149669967074512.xml · nonDerivative · entry 1 WHITEHURST JULIAN E · CIK 0001214565 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,274 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: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs vested in full on June 1, 2017 and will be settled 75% in shares of the Issuer's common stock and 25% in cash within 60 days after the vesting date. F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs vested in full on June 1, 2017 and will be settled 75% in shares of the Issuer's common stock and 25% in cash within 60 days after the vesting date. Read SEC document |
| May 25, 2017 Filed May 26, 2017 20:12 UTC | NNN REIT, INC. NNN · Entity 3603 | GrantCommon Stock | 10,000 | $37.83 | $378,300.00 |
DisclosureSEC source: 0000751364-17-000090 · wf-form4_149582956474163.xml · nonDerivative · entry 3 WHITEHURST JULIAN E · CIK 0001214565 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 312,239 F3 · shares: The shares will vest 60% on April 28, 2020 and 40% on April 28, 2022 (assuming employment contract is renewed). The Reporting Person has voting and dividend rights on all of these shares, including unvested. Read SEC document |
| May 25, 2017 Filed May 26, 2017 20:12 UTC | NNN REIT, INC. NNN · Entity 3603 | GrantCommon Stock | 20,435 | $37.83 | $773,056.05 |
DisclosureSEC source: 0000751364-17-000090 · wf-form4_149582956474163.xml · nonDerivative · entry 2 WHITEHURST JULIAN E · CIK 0001214565 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 302,239 F2 · shares: Shares will vest on January 1, 2020 based upon achieving certain total shareholder returns. The Reporting Person has no dividend or voting rights on these shares until the shares have vested. Read SEC document |
| May 25, 2017 Filed May 26, 2017 20:12 UTC | NNN REIT, INC. NNN · Entity 3603 | GrantCommon Stock | 10,218 | $37.83 | $386,546.94 |
DisclosureSEC source: 0000751364-17-000090 · wf-form4_149582956474163.xml · nonDerivative · entry 1 WHITEHURST JULIAN E · CIK 0001214565 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 281,804 F1 · shares: The shares will vest 25% annually beginning in 2018 through 2021. The Reporting Person has voting and dividend rights on all of these shares, including unvested shares. Read SEC document |
| May 01, 2017 Filed May 3, 2017 22:03 UTC | InvenTrust Properties Corp. NONE · Entity 4341 | GrantRestricted Stock Units · Derivative | 13,932 | $0.00 | $0.00 |
DisclosureSEC source: 0001307748-17-000026 · wf-form4_149384899330428.xml · derivative · entry 1 WHITEHURST JULIAN E · CIK 0001214565 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,964 Underlying: Common Stock · 13,932 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs vest on the earlier of (i) the date of the next annual meeting of the Issuer's stockholders following the grant date or (ii) the first anniversary of the grant date, subject to the director's continued service on the vesting date. The RSUs are subject to accelerated vesting in the event of a termination of service due to death or disability or a change in control of the Issuer. The RSUs will be settled 75% in shares of the Issuer's common stock and 25% in cash within 60 days after the vesting date (or in the event of a change in control of the Issuer, immediately preceding and effective upon such change in control). F1 · derivative.exercise_date: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs vest on the earlier of (i) the date of the next annual meeting of the Issuer's stockholders following the grant date or (ii) the first anniversary of the grant date, subject to the director's continued service on the vesting date. The RSUs are subject to accelerated vesting in the event of a termination of service due to death or disability or a change in control of the Issuer. The RSUs will be settled 75% in shares of the Issuer's common stock and 25% in cash within 60 days after the vesting date (or in the event of a change in control of the Issuer, immediately preceding and effective upon such change in control). F1 · derivative.expiration_date: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock pursuant to the InvenTrust Properties Corp. 2015 Incentive Award Plan. The RSUs vest on the earlier of (i) the date of the next annual meeting of the Issuer's stockholders following the grant date or (ii) the first anniversary of the grant date, subject to the director's continued service on the vesting date. The RSUs are subject to accelerated vesting in the event of a termination of service due to death or disability or a change in control of the Issuer. The RSUs will be settled 75% in shares of the Issuer's common stock and 25% in cash within 60 days after the vesting date (or in the event of a change in control of the Issuer, immediately preceding and effective upon such change in control). Read SEC document |
| April 03, 2017 Filed Apr 4, 2017 20:08 UTC | NNN REIT, INC. NNN · Entity 3603 | SaleCommon Stock | 15,000 | $43.76 | $656,469.00 |
DisclosureSEC source: 0000751364-17-000060 · wf-form4_149133648352681.xml · nonDerivative · entry 1 WHITEHURST JULIAN E · CIK 0001214565 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 271,586 Read SEC document |
| February 21, 2017 Filed Feb 22, 2017 21:11 UTC | NNN REIT, INC. NNN · Entity 3603 | SaleCommon Stock | 17,761 | $44.32 | $787,160.42 |
DisclosureSEC source: 0000751364-17-000045 · wf-form4_148779784696799.xml · nonDerivative · entry 1 WHITEHURST JULIAN E · CIK 0001214565 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 286,586 Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 21:18 UTC | NNN REIT, INC. NNN · Entity 3603 | Disposition to issuerCommon Stock | 2,328 | $0.00 | $0.00 |
DisclosureSEC source: 0000751364-17-000038 · wf-form4_148719349875977.xml · nonDerivative · entry 3 WHITEHURST JULIAN E · CIK 0001214565 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 304,347 F3 · shares: Restricted shares forfeited as a result of certain conditions not begin met. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 21:18 UTC | NNN REIT, INC. NNN · Entity 3603 | GrantCommon Stock | 29,909 | $44.54 | $1,332,146.86 |
DisclosureSEC source: 0000751364-17-000038 · wf-form4_148719349875977.xml · nonDerivative · entry 2 WHITEHURST JULIAN E · CIK 0001214565 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 306,675 F2 · shares: Shares will vest on January 1, 2020 based upon achieving certain total shareholder returns. The Reporting Person has no dividend or voting rights on these shares until the shares have vested. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 21:18 UTC | NNN REIT, INC. NNN · Entity 3603 | GrantCommon Stock | 14,954 | $44.54 | $666,051.16 |
DisclosureSEC source: 0000751364-17-000038 · wf-form4_148719349875977.xml · nonDerivative · entry 1 WHITEHURST JULIAN E · CIK 0001214565 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276,766 F1 · shares: The shares will vest 25% annually beginning in 2018 through 2021. The Reporting Person has voting and dividend rights on all of these shares, including unvested shares. 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.