Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Lineage, Inc.LINE · Entity 3539 | Chief Commercial Officer | April 01, 2026 | April 03, 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.
Lineage, Inc.
Report date April 01, 2026 · Filed April 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,234 |
Reported balance
After 2026-04-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-01 · Grant · Acquired 20,745 · Balance 23,234 F1: Represents the grant of time-based restricted stock units ("RSUs"), which are contingent rights to receive shares of common stock ("Shares") on a one-for-one basis and which vest in equal annual installments as to 1/3 of the RSUs on each of April 1, 2027, 2028, 2029, subject to continued service with the Issuer through such dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of time-based restricted stock units ("RSUs"), which are contingent rights to receive shares of common stock ("Shares") on a one-for-one basis and which vest in equal annual installments as to 1/3 of the RSUs on each of April 1, 2027, 2028, 2029, subject to continued service with the Issuer through such dates.
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 |
|---|---|---|---|---|---|---|
| April 01, 2026 Filed Apr 3, 2026 20:12 UTC | Lineage, Inc. LINE · Entity 3539 | GrantCommon Stock | 20,745 | $0.00 | $0.00 |
DisclosureSEC source: 0002019216-26-000004 · wk-form4_1775247137.xml · nonDerivative · entry 1 Smith Timothy Conrad · CIK 0002019216 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,234 F1 · security: Represents the grant of time-based restricted stock units ("RSUs"), which are contingent rights to receive shares of common stock ("Shares") on a one-for-one basis and which vest in equal annual installments as to 1/3 of the RSUs on each of April 1, 2027, 2028, 2029, subject to continued service with the Issuer through such dates. F1 · price: Represents the grant of time-based restricted stock units ("RSUs"), which are contingent rights to receive shares of common stock ("Shares") on a one-for-one basis and which vest in equal annual installments as to 1/3 of the RSUs on each of April 1, 2027, 2028, 2029, subject to continued service with the Issuer through such dates. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 21:44 UTC | Lineage, Inc. LINE · Entity 3539 | Tax withholdingCommon Stock | 1,169 | $38.30 | $44,772.70 |
DisclosureSEC source: 0002019216-26-000002 · wk-form4_1772055855.xml · nonDerivative · entry 2 Smith Timothy Conrad · CIK 0002019216 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,489 F2 · kind: Represents shares withheld by the Issuer in satisfaction of tax withholding obligations resulting from the vesting of restricted stock units. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 21:44 UTC | Lineage, Inc. LINE · Entity 3539 | GrantCommon Stock | 3,603 | $0.00 | $0.00 |
DisclosureSEC source: 0002019216-26-000002 · wk-form4_1772055855.xml · nonDerivative · entry 1 Smith Timothy Conrad · CIK 0002019216 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,658 F1 · security: Represents shares of Common Stock that were issued upon earnout and vesting of performance-based restricted stock units under the 2025 Bonus Program. F1 · price: Represents shares of Common Stock that were issued upon earnout and vesting of performance-based restricted stock units under the 2025 Bonus Program. Read SEC document |
| April 17, 2025 Filed Apr 21, 2025 21:00 UTC | Lineage, Inc. LINE · Entity 3539 | GrantLTIP Units · Derivative | 11,447 | $0.00 | $0.00 |
DisclosureSEC source: 0001868159-25-000038 · wk-form4_1745269224.xml · derivative · entry 1 Smith Timothy Conrad · CIK 0002019216 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,447 Underlying: Common Stock · 11,447 shares Expires not disclosed F1 · derivative.exercise_price: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"), F2 · derivative.exercise_price: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, shares of common stock, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates. F1 · price: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"), F2 · price: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, shares of common stock, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates. F1 · derivative.exercise_date: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"), F2 · derivative.exercise_date: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, shares of common stock, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates. F1 · derivative.expiration_date: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"), F2 · derivative.expiration_date: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, shares of common stock, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates. Read SEC document |
| August 26, 2024 Filed Aug 27, 2024 20:39 UTC | Lineage, Inc. LINE · Entity 3539 | OtherCommon Stock | 55 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002019216-24-000002 · wk-form4_1724791149.xml · nonDerivative · entry 1 Smith Timothy Conrad · CIK 0002019216 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55 F1 · kind: Represents shares of common stock distributed to the Reporting Person by BG Lineage Holdings, LLC ("BGLH") in accordance with the Reporting Person's pecuniary interest in BGLH, for no consideration. Cash was paid by the Issuer in lieu of a fractional share. F1 · price: Represents shares of common stock distributed to the Reporting Person by BG Lineage Holdings, LLC ("BGLH") in accordance with the Reporting Person's pecuniary interest in BGLH, for no consideration. Cash was paid by the Issuer in lieu of a fractional share. Read SEC document |
| July 26, 2024 Filed Jul 29, 2024 21:22 UTC | Lineage, Inc. LINE · Entity 3539 | GrantLTIP Units · Derivative | 77,050 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-087375 · ownership.xml · derivative · entry 1 Smith Timothy Conrad · CIK 0002019216 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,050 Underlying: Common Stock · 77,050 shares Expires not disclosed F1 · derivative.exercise_price: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on each of April 1, 2025, 2026 and 2027, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"), F2 · derivative.exercise_price: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, shares of common stock, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates. F1 · price: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on each of April 1, 2025, 2026 and 2027, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"), F2 · price: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, shares of common stock, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates. F1 · derivative.exercise_date: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on each of April 1, 2025, 2026 and 2027, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"), F2 · derivative.exercise_date: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, shares of common stock, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates. F1 · derivative.expiration_date: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on each of April 1, 2025, 2026 and 2027, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"), F2 · derivative.expiration_date: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, shares of common stock, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates. 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.