Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Industrial Logistics Properties TrustILPT · Entity 5409 | CFO and Treasurer | September 18, 2023 | September 20, 2023 |
| OFFICE PROPERTIES INCOME TRUSTNASDAQ:OPI · Entity 5690 | CFO and Treasurer | September 16, 2025 | September 18, 2025 |
| Service Properties TrustNASDAQ:SVC · Entity 4964 | CFO and Treasurer | September 17, 2026 | September 21, 2026 |
| Seven Hills Realty TrustRIF · Entity 6435 | CFO, Treasurer and Asst. Sect. | January 01, 2019 | January 02, 2019 |
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.
Industrial Logistics Properties Trust
Report date September 18, 2023 · Filed September 20, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 16,012 |
Reported balance
After 2023-09-18 transaction · row 1
1 source rowRow 1 · 2023-09-18 · Tax withholding · Disposed 828 · Balance 16,012 F1: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. |
Filing footnotes · ownership attribution and instrument terms
F1: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3.
OFFICE PROPERTIES INCOME TRUST
Report date September 16, 2025 · Filed September 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 36,581 |
Reported balance
After 2025-09-16 transaction · row 1
1 source rowRow 1 · 2025-09-16 · Tax withholding · Disposed 1,174 · Balance 36,581 F1: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. |
Filing footnotes · ownership attribution and instrument terms
F1: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3.
Service Properties Trust
Report date September 17, 2026 · Filed September 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 65,834 |
Reported balance
After 2026-09-17 transaction · row 1
1 source rowRow 1 · 2026-09-17 · Tax withholding · Disposed 4,010 · Balance 65,834 F1: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. |
Filing footnotes · ownership attribution and instrument terms
F1: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3.
Seven Hills Realty Trust
Report date January 01, 2019 · Filed January 02, 2019
This filing explicitly reported no securities owned.
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 |
|---|---|---|---|---|---|---|
| September 17, 2026 Filed Sep 21, 2026 20:22 UTC | Service Properties Trust NASDAQ:SVC · Entity 4964 | Tax withholdingCommon Shares of Beneficial Interest | 4,010 | $6.57 | $26,345.70 |
DisclosureSEC source: 0001104659-26-109313 · tm2625743-2_4seq1.xml · nonDerivative · entry 1 Donley Brian E. · CIK 0001763196 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,834 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 10, 2026 Filed Sep 14, 2026 21:43 UTC | Service Properties Trust NASDAQ:SVC · Entity 4964 | GrantCommon Shares of Beneficial Interest | 29,112 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-26-107576 · tm2625336-2_4seq1.xml · nonDerivative · entry 1 Donley Brian E. · CIK 0001763196 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,844 F1 · price: Transaction reported is award of common shares of beneficial interest, par value $.01 per share (the "Common Shares"), pursuant to the Issuer's equity compensation plan. F2 · balance_after: On July 7, 2026, the Issuer effected a reverse share split (the "Reverse Split") pursuant to which every five of its Common Shares were converted and reclassified into one Common Share, subject to the receipt of cash in lieu of fractional shares. The amount in the table reflects the aggregate Common Shares owned after giving effect to the Reverse Split. Read SEC document |
| April 02, 2026 Filed Apr 2, 2026 18:04 UTC | Service Properties Trust NASDAQ:SVC · Entity 4964 | PurchaseCommon Shares of Beneficial Interest | 55,000 | $1.20 | $66,000.00 |
DisclosureSEC source: 0001104659-26-039055 · tm2611033-3_4seq1.xml · nonDerivative · entry 1 Donley Brian E. · CIK 0001763196 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 203,660 Read SEC document |
| November 19, 2025 Filed Nov 20, 2025 21:22 UTC | Service Properties Trust NASDAQ:SVC · Entity 4964 | SaleCommon Shares of Beneficial Interest | 3,500 | $1.58 | $5,530.00 |
DisclosureSEC source: 0001104659-25-114623 · tm2531788-1_4seq1.xml · nonDerivative · entry 1 Donley Brian E. · CIK 0001763196 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,660 Read SEC document |
| September 16, 2025 Filed Sep 18, 2025 20:28 UTC | Service Properties Trust NASDAQ:SVC · Entity 4964 | Tax withholdingCommon Shares of Beneficial Interest | 9,828 | $2.82 | $27,714.96 |
DisclosureSEC source: 0001104659-25-091280 · tm2526362-2_4seq1.xml · nonDerivative · entry 1 Donley Brian E. · CIK 0001763196 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 152,160 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 16, 2025 Filed Sep 18, 2025 20:18 UTC | OFFICE PROPERTIES INCOME TRUST NASDAQ:OPI · Entity 5690 | Tax withholdingCommon Shares of Beneficial Interest | 1,174 | $0.83 | $975.83 |
DisclosureSEC source: 0001104659-25-091261 · tm2526369-1_4seq1.xml · nonDerivative · entry 1 Donley Brian E. · CIK 0001763196 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,581 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 09, 2025 Filed Sep 11, 2025 20:29 UTC | Service Properties Trust SVC · Entity 4964 | GrantCommon Shares of Beneficial Interest | 70,175 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001410578-25-002068 · tm2525719-3_4seq1.xml · nonDerivative · entry 1 Donley Brian E. · CIK 0001763196 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 161,988 F1 · price: Transaction reported is award of shares pursuant to the Issuer's equity compensation plan. Read SEC document |
| November 08, 2024 Filed Nov 8, 2024 21:44 UTC | Service Properties Trust NASDAQ:SVC · Entity 4964 | PurchaseCommon Shares of Beneficial Interest | 3,000 | $3.25 | $9,750.00 |
DisclosureSEC source: 0001104659-24-115919 · tm2427965-1_4seq1.xml · nonDerivative · entry 1 Donley Brian E. · CIK 0001763196 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,813 Read SEC document |
| September 17, 2024 Filed Sep 19, 2024 20:33 UTC | Service Properties Trust NASDAQ:SVC · Entity 4964 | Tax withholdingCommon Shares of Beneficial Interest | 5,420 | $4.61 | $24,986.20 |
DisclosureSEC source: 0001104659-24-101371 · tm2424367-2_4seq1.xml · nonDerivative · entry 1 Donley Brian E. · CIK 0001763196 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,813 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 17, 2024 Filed Sep 19, 2024 20:35 UTC | OFFICE PROPERTIES INCOME TRUST NASDAQ:OPI · Entity 5690 | Tax withholdingCommon Shares of Beneficial Interest | 2,652 | $2.27 | $6,020.04 |
DisclosureSEC source: 0001104659-24-101377 · tm2424370-2_4seq1.xml · nonDerivative · entry 1 Donley Brian E. · CIK 0001763196 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,755 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 11, 2024 Filed Sep 13, 2024 20:22 UTC | Service Properties Trust NASDAQ:SVC · Entity 4964 | GrantCommon Shares of Beneficial Interest | 29,345 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-24-099808 · tm2423921-1_4seq1.xml · nonDerivative · entry 1 Donley Brian E. · CIK 0001763196 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,233 F1 · price: Transaction reported is award of shares pursuant to the Issuer's equity compensation plan. Read SEC document |
| September 11, 2024 Filed Sep 13, 2024 20:20 UTC | OFFICE PROPERTIES INCOME TRUST NASDAQ:OPI · Entity 5690 | GrantCommon Shares of Beneficial Interest | 32,863 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-24-099803 · tm2423926-1_4seq1.xml · nonDerivative · entry 1 Donley Brian E. · CIK 0001763196 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,407 F1 · price: Transaction reported is award of shares pursuant to the Issuer's equity compensation plan. Read SEC document |
| May 23, 2024 Filed May 23, 2024 20:21 UTC | Service Properties Trust NASDAQ:SVC · Entity 4964 | PurchaseCommon Shares of Beneficial Interest | 3,000 | $5.44 | $16,309.80 |
DisclosureSEC source: 0001104659-24-064710 · tm2415434-1_4seq1.xml · nonDerivative · entry 1 Donley Brian E. · CIK 0001763196 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,888 Read SEC document |
| September 18, 2023 Filed Sep 20, 2023 20:53 UTC | Service Properties Trust NASDAQ:SVC · Entity 4964 | Tax withholdingCommon Shares of Beneficial Interest | 3,755 | $7.86 | $29,514.30 |
DisclosureSEC source: 0001104659-23-102329 · tm2326497-3_4seq1.xml · nonDerivative · entry 1 Donley Brian E. · CIK 0001763196 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,888 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 18, 2023 Filed Sep 20, 2023 20:57 UTC | Industrial Logistics Properties Trust ILPT · Entity 5409 | Tax withholdingCommon Shares of Beneficial Interest | 828 | $3.54 | $2,931.12 |
DisclosureSEC source: 0001104659-23-102331 · tm2326504-2_4seq1.xml · nonDerivative · entry 1 Donley Brian E. · CIK 0001763196 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,012 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 13, 2023 Filed Sep 15, 2023 20:25 UTC | Service Properties Trust NASDAQ:SVC · Entity 4964 | GrantCommon Shares of Beneficial Interest | 15,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-101213 · tm2326063-1_4seq1.xml · nonDerivative · entry 1 Donley Brian E. · CIK 0001763196 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,643 F1 · price: Transaction reported is grant of shares pursuant to the Issuer's equity compensation plan. Read SEC document |
| September 13, 2023 Filed Sep 15, 2023 20:28 UTC | Industrial Logistics Properties Trust ILPT · Entity 5409 | GrantCommon Shares of Beneficial Interest | 7,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-101217 · tm2326065-3_4seq1.xml · nonDerivative · entry 1 Donley Brian E. · CIK 0001763196 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,840 F1 · price: Transaction reported is grant of shares pursuant to the Issuer's equity compensation plan. Read SEC document |
| April 27, 2023 Filed May 1, 2023 12:08 UTC | Industrial Logistics Properties Trust ILPT · Entity 5409 | PurchaseCommon Shares of Beneficial Interest | 5,000 | $2.00 | $10,000.00 |
DisclosureSEC source: 0001104659-23-053572 · tm2314053-1_4seq1.xml · nonDerivative · entry 1 Donley Brian E. · CIK 0001763196 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,340 Read SEC document |
| September 19, 2022 Filed Sep 21, 2022 22:14 UTC | Service Properties Trust NASDAQ:SVC · Entity 4964 | Tax withholdingCommon Shares of Beneficial Interest | 2,698 | $6.71 | $18,103.58 |
DisclosureSEC source: 0001104659-22-102015 · tm2226406-1_4seq1.xml · nonDerivative · entry 1 Donley Brian E. · CIK 0001763196 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,643 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 14, 2022 Filed Sep 16, 2022 21:47 UTC | Service Properties Trust NASDAQ:SVC · Entity 4964 | GrantCommon Shares of Beneficial Interest | 15,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-100907 · tm2225666-3_4seq1.xml · nonDerivative · entry 1 Donley Brian E. · CIK 0001763196 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,341 F1 · price: Transaction reported is grant of shares pursuant to the Issuer's equity compensation plan. Read SEC document |
| May 25, 2022 Filed May 25, 2022 20:01 UTC | Service Properties Trust NASDAQ:SVC · Entity 4964 | PurchaseCommon Shares of Beneficial Interest | 3,000 | $5.94 | $17,819.70 |
DisclosureSEC source: 0001104659-22-064621 · tm2216916-1_4seq1.xml · nonDerivative · entry 1 Donley Brian E. · CIK 0001763196 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,341 Read SEC document |
| May 06, 2022 Filed May 9, 2022 10:04 UTC | Service Properties Trust NASDAQ:SVC · Entity 4964 | PurchaseCommon Shares of Beneficial Interest | 3,000 | $6.60 | $19,800.00 |
DisclosureSEC source: 0001104659-22-057143 · tm2214810-1_4seq1.xml · nonDerivative · entry 1 Donley Brian E. · CIK 0001763196 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,341 Read SEC document |
| November 23, 2021 Filed Nov 24, 2021 22:56 UTC | Service Properties Trust NASDAQ:SVC · Entity 4964 | PurchaseCommon Shares of Beneficial Interest | 2,000 | $9.97 | $19,939.80 |
DisclosureSEC source: 0001104659-21-143683 · tm2133913-1_4seq1.xml · nonDerivative · entry 1 Donley Brian E. · CIK 0001763196 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,341 Read SEC document |
| September 20, 2021 Filed Sep 23, 2021 00:23 UTC | Service Properties Trust NASDAQ:SVC · Entity 4964 | Tax withholdingCommon Shares of Beneficial Interest | 2,192 | $10.70 | $23,454.40 |
DisclosureSEC source: 0001104659-21-118441 · tm2128261-1_4seq1.xml · nonDerivative · entry 1 Donley Brian E. · CIK 0001763196 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,341 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 15, 2021 Filed Sep 17, 2021 21:25 UTC | Service Properties Trust NASDAQ:SVC · Entity 4964 | GrantCommon Shares of Beneficial Interest | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-117011 · tm2127912-2_4seq1.xml · nonDerivative · entry 1 Donley Brian E. · CIK 0001763196 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,533 F1 · price: Transaction reported is grant of shares pursuant to the Issuer's equity compensation plan. Read SEC document |
| May 11, 2021 Filed May 11, 2021 20:43 UTC | Service Properties Trust SVC · Entity 4964 | PurchaseCommon Shares of Beneficial Interest | 2,000 | $10.90 | $21,800.00 |
DisclosureSEC source: 0001104659-21-064576 · tm2115946-1_4seq1.xml · nonDerivative · entry 1 Donley Brian E. · CIK 0001763196 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,533 Read SEC document |
| September 21, 2020 Filed Sep 23, 2020 21:54 UTC | Service Properties Trust NASDAQ:SVC · Entity 4964 | Tax withholdingCommon Shares of Beneficial Interest | 1,166 | $7.40 | $8,628.40 |
DisclosureSEC source: 0001104659-20-107914 · a4.xml · nonDerivative · entry 1 Donley Brian E. · CIK 0001763196 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,533 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 17, 2020 Filed Sep 21, 2020 21:57 UTC | Service Properties Trust NASDAQ:SVC · Entity 4964 | GrantCommon Shares of Beneficial Interest | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-20-107071 · a4.xml · nonDerivative · entry 1 Donley Brian E. · CIK 0001763196 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,699 F1 · price: Transaction reported is grant of shares pursuant to the Issuer's equity compensation plan. Read SEC document |
| September 25, 2019 Filed Sep 27, 2019 20:10 UTC | Service Properties Trust NASDAQ:SVC · Entity 4964 | Tax withholdingCommon Shares of Beneficial Interest | 366 | $25.64 | $9,384.24 |
DisclosureSEC source: 0001104659-19-051790 · a4.xml · nonDerivative · entry 1 Donley Brian E. · CIK 0001763196 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,699 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 18, 2019 Filed Sep 20, 2019 20:26 UTC | Service Properties Trust NASDAQ:HPT · Entity 4964 | GrantCommon Shares of Beneficial Interest | 4,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-19-050892 · a4.xml · nonDerivative · entry 1 Donley Brian E. · CIK 0001763196 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,065 F1 · price: Transaction reported is grant of shares pursuant to the Issuer's equity compensation 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.