Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CENTERSPACECSR · Entity 5008 | President, CEO & Secretary | March 31, 2026 | April 02, 2026 |
| CareTrust REIT, Inc.CTRE · Entity 3561 | Director | January 02, 2026 | January 07, 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.
CENTERSPACE
Report date March 31, 2026 · Filed April 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 30,226 |
Ending reported balance
After 2026-03-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-31 · Exercise / conversion · Acquired 5,492 · Balance 33,101 Row 2 · 2026-03-31 · Tax withholding · Disposed 2,875 · Balance 30,226 F1: Shares withheld for payment of taxes in connection with the vesting of restricted stock units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-03-31 | Direct | 0 |
Reported balance
After 2026-03-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-31 · Exercise / conversion · Disposed 5,492 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld for payment of taxes in connection with the vesting of restricted stock units.
CareTrust REIT, Inc.
Report date January 02, 2026 · Filed January 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| LTIP UnitsSEC Table II · derivative / convertible security | Direct | 3,105 |
Reported balance
After 2026-01-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 3,105 · Balance 3,105 F1: LTIP Units are a class of units of partnership interests in CTR Partnership, L.P., a Delaware limited partnership (the "Operating Partnership"), the operating subsidiary of the Issuer, designated as LTIP Units ("LTIP Units") intended to qualify as profits interests for U.S. federal income tax purposes. LTIP Units do not have an expiration date. Subject to the terms and conditions of the Second Amended and Restated Agreement of Limited Partnership of the Operating Partnership (as amended, the "Amended Operating Partnership Agreement"), vested LTIP Units that have achieved specified capital account thresholds may be converted into common unit partnership interests in the Operating Partnership, which may thereafter be redeemed for cash or, at the Issuer's election, shares of the Issuer's common stock pursuant to the existing redemption provisions of the Amended Operating Partnership Agreement. F2: Represents the annual equity grant to the Reporting Person under the Issuer's non-employee director compensation policy, which the Reporting Person has elected to receive in LTIP Units. The annual grant for 2026 has been pro-rated to account for the equity award compensation received by the Reporting Person for 2025. The LTIP Units vest in full on January 2, 2027, subject to the Reporting Person's continued service through the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: LTIP Units are a class of units of partnership interests in CTR Partnership, L.P., a Delaware limited partnership (the "Operating Partnership"), the operating subsidiary of the Issuer, designated as LTIP Units ("LTIP Units") intended to qualify as profits interests for U.S. federal income tax purposes. LTIP Units do not have an expiration date. Subject to the terms and conditions of the Second Amended and Restated Agreement of Limited Partnership of the Operating Partnership (as amended, the "Amended Operating Partnership Agreement"), vested LTIP Units that have achieved specified capital account thresholds may be converted into common unit partnership interests in the Operating Partnership, which may thereafter be redeemed for cash or, at the Issuer's election, shares of the Issuer's common stock pursuant to the existing redemption provisions of the Amended Operating Partnership Agreement.
F2: Represents the annual equity grant to the Reporting Person under the Issuer's non-employee director compensation policy, which the Reporting Person has elected to receive in LTIP Units. The annual grant for 2026 has been pro-rated to account for the equity award compensation received by the Reporting Person for 2025. The LTIP Units vest in full on January 2, 2027, subject to the Reporting Person's continued service through the vesting date.
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 |
|---|---|---|---|---|---|---|
| May 01, 2019 Filed May 5, 2020 00:23 UTC | CENTERSPACE IRET · Entity 5008 | Tax withholdingCommon Shares of Beneficial Interest | 127 | $59.78 | $7,592.06 |
DisclosureSEC source: 0001437749-20-009318 · rdgdoc.xml · nonDerivative · entry 4 Olson Anne · CIK 0001705454 · COO, Gen Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,171 F2 · kind: Shares withheld by Issuer to satisfy the mandatory tax withholding requirement upon vesting of restricted stock units. Not an open market sale of securities. Read SEC document |
| May 01, 2019 Filed May 5, 2020 00:23 UTC | CENTERSPACE IRET · Entity 5008 | Exercise / conversionCommon Shares of Beneficial Interest | 416 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-20-009318 · rdgdoc.xml · nonDerivative · entry 1 Olson Anne · CIK 0001705454 · COO, Gen Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,172 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 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of IRET common stock. Read SEC document |
| April 30, 2019 Filed May 2, 2019 22:55 UTC | CENTERSPACE IRET · Entity 5008 | Tax withholdingCommon Shares of Beneficial Interest | 252 | $60.28 | $15,190.56 |
DisclosureSEC source: 0001437749-19-008621 · rdgdoc.xml · nonDerivative · entry 1 Olson Anne · CIK 0001705454 · COO, Gen Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,953 F1 · shares: Shares withheld for payment of taxes in connection with the vesting of restricted stock. Read SEC document |
| April 30, 2019 Filed May 5, 2020 00:23 UTC | CENTERSPACE IRET · Entity 5008 | Tax withholdingCommon Shares of Beneficial Interest | 252 | $60.28 | $15,190.56 |
DisclosureSEC source: 0001437749-20-009318 · rdgdoc.xml · nonDerivative · entry 8 Olson Anne · CIK 0001705454 · COO, Gen Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,213 F3 · kind: Shares withheld by issuer to satisfy the mandatory tax withholding requirement upon vesting of share award issued under the 2015 Incentive Plan. Not an open market sale of securities. Read SEC document |
| March 08, 2019 Filed Mar 12, 2019 21:34 UTC | CENTERSPACE IRET · Entity 5008 | GrantRestricted Stock Units · Derivative | 1,678 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-004707 · rdgdoc.xml · derivative · entry 1 Olson Anne · CIK 0001705454 · COO, Gen Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,678 Underlying: Common Shares of BeneficialInterest · 1,678 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of IRET common stock. F2 · derivative.exercise_date: The restricted stock units vest in cumulative annual increments of one-third on each anniversary of the date of grant beginning the date shown, as long as the reporting person is in the employ of the Issuer. Vested shares will be delivered to the reporting person no later than 30 days after vesting. F2 · derivative.expiration_date: The restricted stock units vest in cumulative annual increments of one-third on each anniversary of the date of grant beginning the date shown, as long as the reporting person is in the employ of the Issuer. Vested shares will be delivered to the reporting person no later than 30 days after vesting. Read SEC document |
| July 20, 2018 Filed Jul 24, 2018 22:13 UTC | CENTERSPACE IRET · Entity 5008 | GrantRestricted Stock Units · Derivative | 21,352 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-18-013704 · rdgdoc.xml · derivative · entry 1 Olson Anne · CIK 0001705454 · COO, Gen Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,352 Underlying: 21,352 · 21,352 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of IRET common stock. F2 · derivative.exercise_date: The restricted stock units vest in cumulative annual increments of one-third on each of July 20, 2019, April 30, 2020 and April 30, 2021, as long as the reporting person is in the employ of the Issuer. Vested shares will be delivered to the reporting person no later than 30 days after vesting. F2 · derivative.expiration_date: The restricted stock units vest in cumulative annual increments of one-third on each of July 20, 2019, April 30, 2020 and April 30, 2021, as long as the reporting person is in the employ of the Issuer. Vested shares will be delivered to the reporting person no later than 30 days after vesting. Read SEC document |
| June 21, 2018 Filed Feb 15, 2019 00:00 UTC | CENTERSPACE IRET · Entity 5008 | Exercise / conversionCommon Shares of Beneficial Interest · Derivative | 415 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-002691 · rdgdoc.xml · derivative · entry 2 Olson Anne · CIK 0001705454 · COO, Gen Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 832 Underlying: Common Shares of Beneficial Interest · 1,247 shares Expires 2020-05-01 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of IRET common stock. F1 · shares: Effective at the close of market on December 27, 2018, the Issuer effected a 1-for-10 reverse stock split of its issued and outstanding common shares of beneficial interest, resulting in a proportional decrease in the total common shares beneficially owned by the reporting person. All previously reported restricted stock unit and option grants, option exercise prices, and securities convertible into common stock were proportionally adjusted to reflect the reverse split. The reporting person will receive cash in lieu of fractional shares in the reverse stock split. F3 · derivative.exercise_date: Restricted stock units vest in three cumulative annual installments beginning the date shown. F1 · derivative.underlying_shares: Effective at the close of market on December 27, 2018, the Issuer effected a 1-for-10 reverse stock split of its issued and outstanding common shares of beneficial interest, resulting in a proportional decrease in the total common shares beneficially owned by the reporting person. All previously reported restricted stock unit and option grants, option exercise prices, and securities convertible into common stock were proportionally adjusted to reflect the reverse split. The reporting person will receive cash in lieu of fractional shares in the reverse stock split. Read SEC document |
| June 21, 2018 Filed Feb 15, 2019 00:00 UTC | CENTERSPACE IRET · Entity 5008 | Exercise / conversionCommon Shares of Beneficial Interest | 415 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-19-002691 · rdgdoc.xml · nonDerivative · entry 1 Olson Anne · CIK 0001705454 · COO, Gen Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,205 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: Effective at the close of market on December 27, 2018, the Issuer effected a 1-for-10 reverse stock split of its issued and outstanding common shares of beneficial interest, resulting in a proportional decrease in the total common shares beneficially owned by the reporting person. All previously reported restricted stock unit and option grants, option exercise prices, and securities convertible into common stock were proportionally adjusted to reflect the reverse split. The reporting person will receive cash in lieu of fractional shares in the reverse stock split. F2 · price: Each restricted stock unit represents a contingent right to receive one share of IRET common stock. F1 · balance_after: Effective at the close of market on December 27, 2018, the Issuer effected a 1-for-10 reverse stock split of its issued and outstanding common shares of beneficial interest, resulting in a proportional decrease in the total common shares beneficially owned by the reporting person. All previously reported restricted stock unit and option grants, option exercise prices, and securities convertible into common stock were proportionally adjusted to reflect the reverse split. The reporting person will receive cash in lieu of fractional shares in the reverse stock split. Read SEC document |
| April 30, 2018 Filed May 2, 2018 20:11 UTC | CENTERSPACE IRET · Entity 5008 | Tax withholdingCommon Shares of Beneficial Interest | 2,626 | $5.33 | $13,996.58 |
DisclosureSEC source: 0001437749-18-008376 · rdgdoc.xml · nonDerivative · entry 1 Olson Anne · CIK 0001705454 · EVP, Gen Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,045 F1 · shares: Shares withheld for payment of taxes in connection with the vesting of restricted stock. Read SEC document |
| April 30, 2018 Filed May 5, 2020 00:23 UTC | CENTERSPACE IRET · Entity 5008 | Tax withholdingCommon Shares of Beneficial Interest | 263 | $53.30 | $14,017.90 |
DisclosureSEC source: 0001437749-20-009318 · rdgdoc.xml · nonDerivative · entry 7 Olson Anne · CIK 0001705454 · COO, Gen Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,465 F3 · kind: Shares withheld by issuer to satisfy the mandatory tax withholding requirement upon vesting of share award issued under the 2015 Incentive Plan. Not an open market sale of securities. Read SEC document |
| June 21, 2017 Filed Oct 5, 2017 12:52 UTC | CENTERSPACE IRET · Entity 5008 | GrantRestricted Stock Unit · Derivative | 12,473 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-016851 · rdgdoc.xml · derivative · entry 1 Olson Anne · CIK 0001705454 · EVP, Gen Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,473 Underlying: Common Share of Beneficial Interest · 12,473 shares Expires 2020-05-01 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one common share of beneficial interest of IRET common stock. F2 · derivative.exercise_date: The restricted stock units vest as to 4,157 shares on June 21, 2018 and 4,158 shares on each of May 1, 2019 and 2020, as long as the reporting person remains in the continuous employ of the Issuer or an affiliate through each applicable vesting date. Vested shares will be delivered to the reporting person no later than 30 days after vesting. Read SEC document |
| April 30, 2017 Filed May 2, 2017 22:36 UTC | CENTERSPACE IRET · Entity 5008 | GrantCommon Shares of Beneficial Interest | 24,671 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-028986 · a4.xml · nonDerivative · entry 1 Olson Anne · CIK 0001705454 · Exec. V.P. and Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,671 F1 · shares: Share award was issued under the 2015 Incentive Plan. One third of the shares vest on each of April 30, 2018, April 30, 2019 and April 30, 2020 if recipient remains in the continuous employ of the Company or an affiliate through the applicable vesting date. 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.