Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CBL & ASSOCIATES PROPERTIES INCCBL · Entity 1483 | Director | February 11, 2026 | February 13, 2026 |
| EQUITY LIFESTYLE PROPERTIES INCELS · Entity 3434 | Director | May 01, 2026 | May 05, 2026 |
| SIMON PROPERTY GROUP INC.SPG · Entity 2946 | Sr. EVP/Pres.- Simon Malls | February 28, 2017 | March 02, 2017 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CBL & ASSOCIATES PROPERTIES INC
Report date February 11, 2026 · Filed February 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 117,170 |
Reported balance
After 2026-02-11 transaction · row 1
1 source rowRow 1 · 2026-02-11 · Grant · Acquired 50,000 · Balance 117,170 F1: Grant of restricted Common Stock pursuant to the 2021 Equity Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted Common Stock pursuant to the 2021 Equity Incentive Plan.
EQUITY LIFESTYLE PROPERTIES INC
Report date May 01, 2026 · Filed May 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.01SEC Table I · non-derivative | Direct | 3,914 |
Ending reported balance
After 2026-05-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-01 · Gift · Disposed 111 · Balance 4,716 Row 2 · 2026-05-01 · Gift · Disposed 802 · Balance 3,914 |
| Common Stock, par value $.01SEC Table I · non-derivative | IndirectBy Contis Family Trust | 8,157 |
Reported balance
After 2026-05-01 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-05-01 · Gift · Acquired 111 · Balance 8,157 |
| Common Stock, par value $.01SEC Table I · non-derivative | IndirectBy Contis Family Trust | 8,959 |
Reported balance
After 2026-05-01 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2026-05-01 · Gift · Acquired 802 · Balance 8,959 |
| Common Stock, par value $.01SEC Table I · non-derivative | IndirectAs custodian for grandchildren through UGMA | 1,000 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,000 |
SIMON PROPERTY GROUP INC.
Report date February 28, 2017 · Filed March 02, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| LTIP UnitsSEC Table II · derivative / convertible security | Direct | 86,747 |
Reported balance
After 2017-02-28 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-02-28 · Grant · Acquired 10,938 · Balance 86,747 F1: Represents long-term incentive performance ("LTIP") units of Simon Property Group, L.P. (the "Operating Partnership"), of which Simon Property Group, Inc. (the "Company") is the general partner, issued as long-term incentive compensation pursuant to the Operating Partnership's 1998 Stock Incentive Plan in compliance with Rule 16b-3. When earned and vested, each LTIP unit may be converted into a unit of limited partnership interest ("Partnership Unit"). Each Partnership Unit may be exchanged for a share of the Company's common stock, or cash, as selected by the Company. F2: On April 16, 2014, the reporting person was awarded a maximum of 27,524 LTIP units, subject to certain performance conditions. On February 28, 2017, the Compensation Committee of the Board of Directors of the Company determined that the extent to which the performance measures had been achieved during the performance period resulted in 39.7%, or 10,938 of the LTIP units becoming earned LTIP units. The earned LTIP units vest in two equal installments on January 1, 2018 and January 1, 2019 subject to a continued service requirement. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents long-term incentive performance ("LTIP") units of Simon Property Group, L.P. (the "Operating Partnership"), of which Simon Property Group, Inc. (the "Company") is the general partner, issued as long-term incentive compensation pursuant to the Operating Partnership's 1998 Stock Incentive Plan in compliance with Rule 16b-3. When earned and vested, each LTIP unit may be converted into a unit of limited partnership interest ("Partnership Unit"). Each Partnership Unit may be exchanged for a share of the Company's common stock, or cash, as selected by the Company.
F2: On April 16, 2014, the reporting person was awarded a maximum of 27,524 LTIP units, subject to certain performance conditions. On February 28, 2017, the Compensation Committee of the Board of Directors of the Company determined that the extent to which the performance measures had been achieved during the performance period resulted in 39.7%, or 10,938 of the LTIP units becoming earned LTIP units. The earned LTIP units vest in two equal installments on January 1, 2018 and January 1, 2019 subject to a continued service requirement.
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 |
|---|---|---|---|---|---|---|
| November 01, 2018 Filed Nov 5, 2018 21:29 UTC | EQUITY LIFESTYLE PROPERTIES INC ELS · Entity 3434 | GiftCommon Stock, par value $.01 | 371 | $0.00 | $0.00 |
DisclosureSEC source: 0001045957-18-000014 · wf-form4_154145335303193.xml · nonDerivative · entry 2 CONTIS DAVID J · CIK 0001045957 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Contis Family Trust Disclosed balance after: 22,374 Read SEC document |
| November 01, 2018 Filed Nov 5, 2018 21:29 UTC | EQUITY LIFESTYLE PROPERTIES INC ELS · Entity 3434 | GiftCommon Stock, par value $.01 | 371 | $0.00 | $0.00 |
DisclosureSEC source: 0001045957-18-000014 · wf-form4_154145335303193.xml · nonDerivative · entry 1 CONTIS DAVID J · CIK 0001045957 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,378 Read SEC document |
| June 01, 2018 Filed Jun 5, 2018 20:34 UTC | EQUITY LIFESTYLE PROPERTIES INC ELS · Entity 3434 | SaleCommon Stock, par value $.01 | 3,304 | $90.95 | $300,496.16 |
DisclosureSEC source: 0001045957-18-000012 · wf-form4_152823086028637.xml · nonDerivative · entry 1 CONTIS DAVID J · CIK 0001045957 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Contis Family Trust Disclosed balance after: 22,003 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.57 to $91.35, inclusive. The Reporting Person undertakes to provide Equity LifeStyle Properties, Inc. (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| May 25, 2018 Filed May 30, 2018 21:13 UTC | EQUITY LIFESTYLE PROPERTIES INC ELS · Entity 3434 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 2,800 | $18.87 Strike: $18.87 | $52,822.00 |
DisclosureSEC source: 0001045957-18-000010 · wf-form4_152771477972575.xml · derivative · entry 6 CONTIS DAVID J · CIK 0001045957 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,800 Underlying: Common Stock, par value $.01 · 2,800 shares Expires 2019-02-01 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. Read SEC document |
| May 25, 2018 Filed May 30, 2018 21:13 UTC | EQUITY LIFESTYLE PROPERTIES INC ELS · Entity 3434 | GiftCommon Stock, par value $.01 | 2,199 | $0.00 | $0.00 |
DisclosureSEC source: 0001045957-18-000010 · wf-form4_152771477972575.xml · nonDerivative · entry 4 CONTIS DAVID J · CIK 0001045957 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Contis Family Trust Disclosed balance after: 25,307 Read SEC document |
| May 25, 2018 Filed May 30, 2018 21:13 UTC | EQUITY LIFESTYLE PROPERTIES INC ELS · Entity 3434 | GiftCommon Stock, par value $.01 | 2,199 | $0.00 | $0.00 |
DisclosureSEC source: 0001045957-18-000010 · wf-form4_152771477972575.xml · nonDerivative · entry 3 CONTIS DAVID J · CIK 0001045957 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,749 Read SEC document |
| May 25, 2018 Filed May 30, 2018 21:13 UTC | EQUITY LIFESTYLE PROPERTIES INC ELS · Entity 3434 | Tax withholdingCommon Stock, par value $.01 | 601 | $87.86 | $52,803.86 |
DisclosureSEC source: 0001045957-18-000010 · wf-form4_152771477972575.xml · nonDerivative · entry 2 CONTIS DAVID J · CIK 0001045957 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,948 Read SEC document |
| May 25, 2018 Filed May 30, 2018 21:13 UTC | EQUITY LIFESTYLE PROPERTIES INC ELS · Entity 3434 | Exercise / conversionCommon Stock, par value $.01 | 2,800 | $18.87 | $52,822.00 |
DisclosureSEC source: 0001045957-18-000010 · wf-form4_152771477972575.xml · nonDerivative · entry 1 CONTIS DAVID J · CIK 0001045957 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,549 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. Read SEC document |
| May 10, 2018 Filed May 11, 2018 21:29 UTC | EQUITY LIFESTYLE PROPERTIES INC ELS · Entity 3434 | GiftCommon Stock, par value $.01 | 448 | $0.00 | $0.00 |
DisclosureSEC source: 0001045957-18-000008 · wf-form4_152607412663283.xml · nonDerivative · entry 2 CONTIS DAVID J · CIK 0001045957 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Contis Family Trust Disclosed balance after: 23,108 Read SEC document |
| May 10, 2018 Filed May 11, 2018 21:29 UTC | EQUITY LIFESTYLE PROPERTIES INC ELS · Entity 3434 | GiftCommon Stock, par value $.01 | 448 | $0.00 | $0.00 |
DisclosureSEC source: 0001045957-18-000008 · wf-form4_152607412663283.xml · nonDerivative · entry 1 CONTIS DAVID J · CIK 0001045957 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,749 Read SEC document |
| May 02, 2018 Filed May 3, 2018 21:16 UTC | EQUITY LIFESTYLE PROPERTIES INC ELS · Entity 3434 | GiftCommon Stock, par value $.01 | 657 | $0.00 | $0.00 |
DisclosureSEC source: 0001045957-18-000006 · wf-form4_152538212701699.xml · nonDerivative · entry 4 CONTIS DAVID J · CIK 0001045957 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Contis Family Trust Disclosed balance after: 22,660 Read SEC document |
| May 02, 2018 Filed May 3, 2018 21:16 UTC | EQUITY LIFESTYLE PROPERTIES INC ELS · Entity 3434 | GiftCommon Stock, par value $.01 | 657 | $0.00 | $0.00 |
DisclosureSEC source: 0001045957-18-000006 · wf-form4_152538212701699.xml · nonDerivative · entry 3 CONTIS DAVID J · CIK 0001045957 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,197 Read SEC document |
| May 01, 2018 Filed May 3, 2018 21:16 UTC | EQUITY LIFESTYLE PROPERTIES INC ELS · Entity 3434 | GrantCommon Stock, par value $.01 | 223 | $89.65 | $19,991.95 |
DisclosureSEC source: 0001045957-18-000006 · wf-form4_152538212701699.xml · nonDerivative · entry 2 CONTIS DAVID J · CIK 0001045957 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,854 F2 · kind: Grant of restricted stock subject to vesting on 5/1/19 Read SEC document |
| May 01, 2018 Filed May 3, 2018 21:16 UTC | EQUITY LIFESTYLE PROPERTIES INC ELS · Entity 3434 | GrantCommon Stock, par value $.01 | 1,115 | $89.65 | $99,959.75 |
DisclosureSEC source: 0001045957-18-000006 · wf-form4_152538212701699.xml · nonDerivative · entry 1 CONTIS DAVID J · CIK 0001045957 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,631 F1 · kind: Grant of restricted stock subject to vest as follows: 1/3 on 11/1/18, 1/3 on 5/1/19, and 1/3 on 5/1/20 Read SEC document |
| January 08, 2018 Filed Jan 24, 2018 22:06 UTC | EQUITY LIFESTYLE PROPERTIES INC ELS · Entity 3434 | GiftCommon Stock, par value $.01 | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001045957-18-000004 · wf-form4_151683159270410.xml · nonDerivative · entry 3 CONTIS DAVID J · CIK 0001045957 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As custodian for grandchildren through UGMA Disclosed balance after: 500 F1 · shares: Shares are held by Mr. Contis in custodial accounts for his grandchildren. Read SEC document |
| January 08, 2018 Filed Jan 24, 2018 22:06 UTC | EQUITY LIFESTYLE PROPERTIES INC ELS · Entity 3434 | GiftCommon Stock, par value $.01 | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001045957-18-000004 · wf-form4_151683159270410.xml · nonDerivative · entry 2 CONTIS DAVID J · CIK 0001045957 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Contis Family Trust Disclosed balance after: 22,003 Read SEC document |
| January 08, 2018 Filed Jan 24, 2018 22:06 UTC | EQUITY LIFESTYLE PROPERTIES INC ELS · Entity 3434 | GiftCommon Stock, par value $.01 | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001045957-18-000004 · wf-form4_151683159270410.xml · nonDerivative · entry 1 CONTIS DAVID J · CIK 0001045957 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Contis Family Trust Disclosed balance after: 22,303 Read SEC document |
| May 02, 2017 Filed May 4, 2017 22:23 UTC | EQUITY LIFESTYLE PROPERTIES INC ELS · Entity 3434 | GrantCommon Stock, par value $.01 | 246 | $81.15 | $19,962.90 |
DisclosureSEC source: 0001045957-17-000005 · wf-form4_149393657673340.xml · nonDerivative · entry 2 CONTIS DAVID J · CIK 0001045957 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,478 F2 · kind: Grant of restricted stock subject to vesting on 5/2/18 Read SEC document |
| May 02, 2017 Filed May 4, 2017 22:23 UTC | EQUITY LIFESTYLE PROPERTIES INC ELS · Entity 3434 | GrantCommon Stock, par value $.01 | 1,232 | $81.15 | $99,976.80 |
DisclosureSEC source: 0001045957-17-000005 · wf-form4_149393657673340.xml · nonDerivative · entry 1 CONTIS DAVID J · CIK 0001045957 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,232 F1 · kind: Grant of restricted stock subject to vest as follows: 1/3 on 11/2/17, 1/3 on 5/2/18, and 1/3 on 5/2/19 Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 22:11 UTC | SIMON PROPERTY GROUP INC. SPG · Entity 2946 | GrantLTIP Units · Derivative | 10,938 | $0.25 | $2,734.50 |
DisclosureSEC source: 0001179110-17-003674 · edgar.xml · derivative · entry 1 CONTIS DAVID J · CIK 0001045957 · Sr. EVP/Pres.- Simon Malls 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,747 Underlying: Common Stock · 10,938 shares Expires not disclosed F1 · security: Represents long-term incentive performance ("LTIP") units of Simon Property Group, L.P. (the "Operating Partnership"), of which Simon Property Group, Inc. (the "Company") is the general partner, issued as long-term incentive compensation pursuant to the Operating Partnership's 1998 Stock Incentive Plan in compliance with Rule 16b-3. When earned and vested, each LTIP unit may be converted into a unit of limited partnership interest ("Partnership Unit"). Each Partnership Unit may be exchanged for a share of the Company's common stock, or cash, as selected by the Company. F1 · derivative.exercise_price: Represents long-term incentive performance ("LTIP") units of Simon Property Group, L.P. (the "Operating Partnership"), of which Simon Property Group, Inc. (the "Company") is the general partner, issued as long-term incentive compensation pursuant to the Operating Partnership's 1998 Stock Incentive Plan in compliance with Rule 16b-3. When earned and vested, each LTIP unit may be converted into a unit of limited partnership interest ("Partnership Unit"). Each Partnership Unit may be exchanged for a share of the Company's common stock, or cash, as selected by the Company. F1 · derivative.exercise_date: Represents long-term incentive performance ("LTIP") units of Simon Property Group, L.P. (the "Operating Partnership"), of which Simon Property Group, Inc. (the "Company") is the general partner, issued as long-term incentive compensation pursuant to the Operating Partnership's 1998 Stock Incentive Plan in compliance with Rule 16b-3. When earned and vested, each LTIP unit may be converted into a unit of limited partnership interest ("Partnership Unit"). Each Partnership Unit may be exchanged for a share of the Company's common stock, or cash, as selected by the Company. F2 · derivative.exercise_date: On April 16, 2014, the reporting person was awarded a maximum of 27,524 LTIP units, subject to certain performance conditions. On February 28, 2017, the Compensation Committee of the Board of Directors of the Company determined that the extent to which the performance measures had been achieved during the performance period resulted in 39.7%, or 10,938 of the LTIP units becoming earned LTIP units. The earned LTIP units vest in two equal installments on January 1, 2018 and January 1, 2019 subject to a continued service requirement. F1 · derivative.expiration_date: Represents long-term incentive performance ("LTIP") units of Simon Property Group, L.P. (the "Operating Partnership"), of which Simon Property Group, Inc. (the "Company") is the general partner, issued as long-term incentive compensation pursuant to the Operating Partnership's 1998 Stock Incentive Plan in compliance with Rule 16b-3. When earned and vested, each LTIP unit may be converted into a unit of limited partnership interest ("Partnership Unit"). Each Partnership Unit may be exchanged for a share of the Company's common stock, or cash, as selected by the Company. Read SEC document |
| February 06, 2017 Filed Feb 16, 2017 17:34 UTC | EQUITY LIFESTYLE PROPERTIES INC ELS · Entity 3434 | GiftCommon Stock, par value $.01 | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001045957-17-000003 · wf-form4_148726642974398.xml · nonDerivative · entry 5 CONTIS DAVID J · CIK 0001045957 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As custodian for grandchildren through UGMA Disclosed balance after: 200 Read SEC document |
| February 06, 2017 Filed Feb 16, 2017 17:34 UTC | EQUITY LIFESTYLE PROPERTIES INC ELS · Entity 3434 | GiftCommon Stock, par value $.01 | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001045957-17-000003 · wf-form4_148726642974398.xml · nonDerivative · entry 4 CONTIS DAVID J · CIK 0001045957 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Contis Family Trust Disclosed balance after: 22,841 F2 · shares: Shares are held by Mr. Contis in custodial accounts for his grandchildren. Read SEC document |
| February 06, 2017 Filed Feb 16, 2017 17:34 UTC | EQUITY LIFESTYLE PROPERTIES INC ELS · Entity 3434 | GiftCommon Stock, par value $.01 | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001045957-17-000003 · wf-form4_148726642974398.xml · nonDerivative · entry 3 CONTIS DAVID J · CIK 0001045957 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Contis Family Trust Disclosed balance after: 23,041 Read SEC document |
| September 25, 2015 Filed Feb 16, 2017 17:34 UTC | EQUITY LIFESTYLE PROPERTIES INC ELS · Entity 3434 | GiftCommon Stock, par value $.01 | 23,791 | $0.00 | $0.00 |
DisclosureSEC source: 0001045957-17-000003 · wf-form4_148726642974398.xml · nonDerivative · entry 2 CONTIS DAVID J · CIK 0001045957 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Contis Family Trust Disclosed balance after: 23,791 Read SEC document |
| September 25, 2015 Filed Feb 16, 2017 17:34 UTC | EQUITY LIFESTYLE PROPERTIES INC ELS · Entity 3434 | GiftCommon Stock, par value $.01 | 23,791 | $0.00 | $0.00 |
DisclosureSEC source: 0001045957-17-000003 · wf-form4_148726642974398.xml · nonDerivative · entry 1 CONTIS DAVID J · CIK 0001045957 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: The transaction dated 9/25/15 was not previously reported on Form 5 within the time period prescribed in the General Instructions to Form 5. This transaction resulted only in a change from a direct to indirect form of ownership and did not impact Mr. Contis's aggregate holding of the Company's common stock. 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.