Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Orion Properties Inc.ONL · Entity 6477 | Director · See Remarks. | March 12, 2026 | March 16, 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.
Orion Properties Inc.
Report date March 12, 2026 · Filed March 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 744,147 |
Reported balance
After 2026-03-12 transaction · row 1
1 source rowRow 1 · 2026-03-12 · Grant · Acquired 217,573 · Balance 744,147 F1: Reflects restricted stock units awarded March 12, 2026, to the Reporting Person pursuant to the Issuer's Equity Plan. Such restricted stock units vest ratably on each of the first, second and third anniversaries of March 4, 2026, subject to the Reporting Person's continued service with the Issuer through such applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects restricted stock units awarded March 12, 2026, to the Reporting Person pursuant to the Issuer's Equity Plan. Such restricted stock units vest ratably on each of the first, second and third anniversaries of March 4, 2026, subject to the Reporting Person's continued service with the Issuer through such applicable vesting date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
VEREIT, Inc.
Report date November 01, 2021 · Filed November 01, 2021
Section 16 reporting ended · disclosed 2021-11-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2021-11-01 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2021-11-01 · Grant · Acquired 7,537 · Balance 137,110 F1: Represents additional performance-based restricted stock units awarded to the Reporting Person in connection with the performance-based restricted stock units awarded on February 20, 2019 pursuant to the Issuer's Equity Plan. On November 1, 2021, the Issuer determined that the pre-established performance goals had been achieved at a level resulting in a grant of performance-based restricted stock units at 160% of the target shares. Row 2 · 2021-11-01 · Grant · Acquired 6,129 · Balance 143,239 F2: Represents additional performance-based restricted stock units awarded to the Reporting Person in connection with the performance-based restricted stock units awarded on February 25, 2020 pursuant to the Issuer's Equity Plan. On November 1, 2021, the Issuer determined that the pre-established performance goals had been achieved at a level resulting in a grant of performance-based restricted stock units at 148.23% of the target shares. Row 3 · 2021-11-01 · Grant · Acquired 10,957 · Balance 154,196 F3: Represents additional performance-based restricted stock units awarded to the Reporting Person in connection with the performance-based restricted stock units awarded on February 23, 2021 pursuant to the Issuer's Equity Plan. On November 1, 2021, the Issuer determined that the pre-established performance goals had been achieved at a level resulting in a grant of performance-based restricted stock units at 160% of the target shares. Row 4 · 2021-11-01 · Disposition to issuer · Disposed 55,122 · Balance 99,074 F4: Represents shares of VEREIT, Inc. ("VEREIT") common stock disposed in connection with the Agreement and Plan of Merger by and among Realty Income Corporation ("Realty Income"), Rams MD Subsidiary I, Inc., Rams Acquisition Sub II, LLC, VEREIT and VEREIT Operating Partnership, L.P., dated as of April 29, 2021 (as amended or supplemented from time to time, the "Merger Agreement"). In accordance with the Merger Agreement, upon the Effective Time (as defined in the Merger Agreement), each share of VEREIT common stock was converted into the right to receive 0.705 shares of common stock of Realty Income (the "Exchange Ratio"). Row 5 · 2021-11-01 · Disposition to issuer · Disposed 30,921 · Balance 68,153 F5: As of the Effective Time, time-based restricted stock units awarded to the Reporting Person were converted into a Realty Income restricted stock unit award with respect to a number of whole shares of Realty Income common stock equal to the product obtained by multiplying the number of shares of VEREIT common stock subject to such time-based restricted stock unit award as of immediately prior to the Effective Time by the Exchange Ratio. The converted time-based restricted stock units otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time. Row 6 · 2021-11-01 · Disposition to issuer · Disposed 68,153 · Balance 0 F6: As of the Effective Time, performance-based restricted stock units awarded to the Reporting Person were converted into a Realty Income restricted stock unit award with respect to a number of whole shares of Realty Income common stock equal to the product obtained by multiplying the number of shares of VEREIT common stock subject to such performance-based restricted stock unit award determined based on the actual level of achievement of the applicable performance goals as of immediately prior to the Effective Time and otherwise in accordance with the applicable award agreement by the Exchange Ratio. The converted performance-based restricted stock units otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $34.20 · Expires 2028-02-21 | Direct | 0 |
Reported balance
After 2021-11-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2021-11-01 · Disposition to issuer · Disposed 78,947 · Balance 0 F7: As of the Effective Time, these options were converted into the right to acquire (i) that number of shares of Realty Income common stock equal to the product obtained by multiplying (A) the number of shares of VEREIT common stock subject to such option as of immediately prior to the Effective Time by (B) the Exchange Ratio, (ii) at an exercise price per share of Realty Income Common Stock equal to the quotient obtained by dividing (A) the exercise price per share of VEREIT common stock of such option by (B) the Exchange Ratio. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $41.30 · Expires 2029-02-20 | Direct | 0 |
Reported balance
After 2021-11-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2021-11-01 · Disposition to issuer · Disposed 81,081 · Balance 0 F7: As of the Effective Time, these options were converted into the right to acquire (i) that number of shares of Realty Income common stock equal to the product obtained by multiplying (A) the number of shares of VEREIT common stock subject to such option as of immediately prior to the Effective Time by (B) the Exchange Ratio, (ii) at an exercise price per share of Realty Income Common Stock equal to the quotient obtained by dividing (A) the exercise price per share of VEREIT common stock of such option by (B) the Exchange Ratio. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents additional performance-based restricted stock units awarded to the Reporting Person in connection with the performance-based restricted stock units awarded on February 20, 2019 pursuant to the Issuer's Equity Plan. On November 1, 2021, the Issuer determined that the pre-established performance goals had been achieved at a level resulting in a grant of performance-based restricted stock units at 160% of the target shares.
F2: Represents additional performance-based restricted stock units awarded to the Reporting Person in connection with the performance-based restricted stock units awarded on February 25, 2020 pursuant to the Issuer's Equity Plan. On November 1, 2021, the Issuer determined that the pre-established performance goals had been achieved at a level resulting in a grant of performance-based restricted stock units at 148.23% of the target shares.
F3: Represents additional performance-based restricted stock units awarded to the Reporting Person in connection with the performance-based restricted stock units awarded on February 23, 2021 pursuant to the Issuer's Equity Plan. On November 1, 2021, the Issuer determined that the pre-established performance goals had been achieved at a level resulting in a grant of performance-based restricted stock units at 160% of the target shares.
F4: Represents shares of VEREIT, Inc. ("VEREIT") common stock disposed in connection with the Agreement and Plan of Merger by and among Realty Income Corporation ("Realty Income"), Rams MD Subsidiary I, Inc., Rams Acquisition Sub II, LLC, VEREIT and VEREIT Operating Partnership, L.P., dated as of April 29, 2021 (as amended or supplemented from time to time, the "Merger Agreement"). In accordance with the Merger Agreement, upon the Effective Time (as defined in the Merger Agreement), each share of VEREIT common stock was converted into the right to receive 0.705 shares of common stock of Realty Income (the "Exchange Ratio").
F5: As of the Effective Time, time-based restricted stock units awarded to the Reporting Person were converted into a Realty Income restricted stock unit award with respect to a number of whole shares of Realty Income common stock equal to the product obtained by multiplying the number of shares of VEREIT common stock subject to such time-based restricted stock unit award as of immediately prior to the Effective Time by the Exchange Ratio. The converted time-based restricted stock units otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time.
F6: As of the Effective Time, performance-based restricted stock units awarded to the Reporting Person were converted into a Realty Income restricted stock unit award with respect to a number of whole shares of Realty Income common stock equal to the product obtained by multiplying the number of shares of VEREIT common stock subject to such performance-based restricted stock unit award determined based on the actual level of achievement of the applicable performance goals as of immediately prior to the Effective Time and otherwise in accordance with the applicable award agreement by the Exchange Ratio. The converted performance-based restricted stock units otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time.
F7: As of the Effective Time, these options were converted into the right to acquire (i) that number of shares of Realty Income common stock equal to the product obtained by multiplying (A) the number of shares of VEREIT common stock subject to such option as of immediately prior to the Effective Time by (B) the Exchange Ratio, (ii) at an exercise price per share of Realty Income Common Stock equal to the quotient obtained by dividing (A) the exercise price per share of VEREIT common stock of such option by (B) the Exchange Ratio.
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 20, 2019 Filed Feb 22, 2019 16:32 UTC | VEREIT, Inc. VER · Entity 134043 | GrantCommon Stock | 62,807 | $8.16 | $512,505.12 |
DisclosureSEC source: 0001507385-19-000038 · wf-form4_155087112887798.xml · nonDerivative · entry 1 MCDOWELL PAUL H · CIK 0001271688 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 424,339 F1 · shares: Reflects restricted stock units awarded February 20, 2019 to the Reporting Person pursuant to the Issuer's Equity Plan. Such restricted stock units vest ratably on each of the first, second and third anniversaries of February 23, 2019. F2 · price: Reflects the closing sale price of the Issuer's common stock as reported on the New York Stock Exchange on February 20, 2019. Read SEC document |
| January 17, 2019 Filed Jan 22, 2019 16:36 UTC | VEREIT, Inc. VER · Entity 134043 | Tax withholdingCommon Stock | 8,961 | $7.74 | $69,358.14 |
DisclosureSEC source: 0001507385-19-000016 · wf-form4_154819296827415.xml · nonDerivative · entry 2 MCDOWELL PAUL H · CIK 0001271688 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,532 F2 · shares: Reflects the product of the applicable withholding rate and the 21,718 performance-based restricted stock units that vested pursuant to the terms of the Reporting Person's performance-based restricted stock unit award agreement. F3 · price: Reflects the closing sale price of the Issuer's common stock as reported on the New York Stock Exchange on January 17, 2019. Read SEC document |
| January 17, 2019 Filed Jan 22, 2019 16:36 UTC | VEREIT, Inc. VER · Entity 134043 | Disposition to issuerCommon Stock | 34,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001507385-19-000016 · wf-form4_154819296827415.xml · nonDerivative · entry 1 MCDOWELL PAUL H · CIK 0001271688 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 370,493 F1 · shares: Represents performance-based restricted stock units awarded to the Reporting Person on February 23, 2016 pursuant to the Issuer's Equity Plan. On January 17, 2019, the Issuer determined that the vesting criteria related to these performance-based restricted stock units had not been satisfied. Read SEC document |
| April 01, 2018 Filed Apr 3, 2018 17:04 UTC | VEREIT, Inc. VER · Entity 134043 | Tax withholdingCommon Stock | 1,305 | $6.96 | $9,082.80 |
DisclosureSEC source: 0001507385-18-000076 · wf-form4_152278945176604.xml · nonDerivative · entry 1 MCDOWELL PAUL H · CIK 0001271688 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 404,793 F1 · shares: Reflects the product of the applicable withholding rate and the 3,413 restricted stock units that vested pursuant to the terms of the Reporting Person's restricted stock unit award agreement. F2 · price: Reflects the closing sale price of the Issuer's common stock as reported on the New York Stock Exchange on March 29, 2018. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 16:33 UTC | VEREIT, Inc. VER · Entity 134043 | Tax withholdingCommon Stock | 7,773 | $6.89 | $53,555.97 |
DisclosureSEC source: 0001507385-18-000049 · wf-form4_151976721785838.xml · nonDerivative · entry 2 MCDOWELL PAUL H · CIK 0001271688 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 406,098 F3 · shares: Reflects the product of the applicable withholding rate and the 19,195 restricted stock units that vested pursuant to the terms of the Reporting Person's restricted stock unit award agreement. F2 · price: Reflects the closing sale price of the Issuer's common stock as reported on the New York Stock Exchange on February 23, 2018. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 16:33 UTC | VEREIT, Inc. VER · Entity 134043 | Tax withholdingCommon Stock | 7,126 | $6.89 | $49,098.14 |
DisclosureSEC source: 0001507385-18-000049 · wf-form4_151976721785838.xml · nonDerivative · entry 1 MCDOWELL PAUL H · CIK 0001271688 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 413,871 F1 · shares: Reflects the product of the applicable withholding rate and the 18,673 restricted stock units that vested pursuant to the terms of the Reporting Person's restricted stock unit award agreement. F2 · price: Reflects the closing sale price of the Issuer's common stock as reported on the New York Stock Exchange on February 23, 2018. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 16:44 UTC | VEREIT, Inc. VER · Entity 134043 | GrantStock Option (right to buy) · Derivative | 394,737 | $0.00 Strike: $6.84 | $0.00 |
DisclosureSEC source: 0001507385-18-000042 · wf-form4_151942224873887.xml · derivative · entry 3 MCDOWELL PAUL H · CIK 0001271688 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 394,737 Underlying: Common Stock · 394,737 shares Expires 2028-02-21 F4 · derivative.exercise_date: The stock option vests and becomes exercisable on February 21, 2021. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 16:44 UTC | VEREIT, Inc. VER · Entity 134043 | GrantCommon Stock | 76,038 | $6.74 | $512,496.12 |
DisclosureSEC source: 0001507385-18-000042 · wf-form4_151942224873887.xml · nonDerivative · entry 2 MCDOWELL PAUL H · CIK 0001271688 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 420,997 F3 · shares: Reflects performance-based restricted stock units awarded February 21, 2018 to the Reporting Person pursuant to the Issuer's Equity Plan. Such restricted stock units will vest subject to the achievement of certain performance conditions, which are based on the Issuer's total stockholder return relative to its peers and NAREIT equity market index. The performance period began January 1, 2018 and ends December 31, 2020. F2 · price: Reflects the closing sale price of the Issuer's common stock as reported on the New York Stock Exchange on February 21, 2018. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 16:44 UTC | VEREIT, Inc. VER · Entity 134043 | GrantCommon Stock | 76,039 | $6.74 | $512,502.86 |
DisclosureSEC source: 0001507385-18-000042 · wf-form4_151942224873887.xml · nonDerivative · entry 1 MCDOWELL PAUL H · CIK 0001271688 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 344,959 F1 · shares: Reflects restricted stock units awarded February 21, 2018 to the Reporting Person pursuant to the Issuer's Equity Plan. Such restricted stock units vest ratably on each of the first, second and third anniversaries of February 23, 2018. F2 · price: Reflects the closing sale price of the Issuer's common stock as reported on the New York Stock Exchange on February 21, 2018. Read SEC document |
| January 05, 2018 Filed Jan 9, 2018 17:20 UTC | VEREIT, Inc. VER · Entity 134043 | Disposition to issuerCommon Stock | 20,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001507385-18-000012 · wf-form4_151553644399628.xml · nonDerivative · entry 1 MCDOWELL PAUL H · CIK 0001271688 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 268,920 F1 · shares: Represents performance-based restricted stock units awarded to the Reporting Person on April 1, 2015. On January 5, 2018, the Issuer determined that the vesting criteria had not been satisfied. Read SEC document |
| May 17, 2017 Filed May 18, 2017 17:15 UTC | VEREIT, Inc. VER · Entity 134043 | PurchaseCommon Stock | 7,000 | $7.51 | $52,542.00 |
DisclosureSEC source: 0001507385-17-000076 · wf-form4_149514214149035.xml · nonDerivative · entry 1 MCDOWELL PAUL H · CIK 0001271688 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 289,401 F1 · price: This transaction was executed in multiple trades. The price above reflects the weighted-average purchase price of trades ranging from $7.505 per share to $7.507 per share. Detailed information regarding the number of shares purchased at each separate price will be provided upon request by the Commission staff, the Issuer or a security holder of the Issuer. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 16:53 UTC | VEREIT, Inc. VER · Entity 134043 | Tax withholdingCommon Stock | 1,408 | $8.49 | $11,953.92 |
DisclosureSEC source: 0001507385-17-000048 · wf-form4_149133920356225.xml · nonDerivative · entry 1 MCDOWELL PAUL H · CIK 0001271688 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 282,401 F1 · shares: Reflects the product of the applicable withholding rate and the 3,414 restricted stock units that vested pursuant to the terms of the Reporting Person's restricted stock unit award agreement. F2 · price: Reflects the closing sale price of the Issuer's common stock as reported on the New York Stock Exchange on March 31, 2017. Read SEC document |
| March 17, 2017 Filed Mar 20, 2017 17:38 UTC | VEREIT, Inc. VER · Entity 134043 | Tax withholdingCommon Stock | 2,359 | $8.51 | $20,075.09 |
DisclosureSEC source: 0001507385-17-000039 · wf-form4_149004587075124.xml · nonDerivative · entry 1 MCDOWELL PAUL H · CIK 0001271688 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 283,809 F1 · shares: Reflects the product of the applicable withholding rate and the 5,721 restricted shares that vested pursuant to the terms of the Reporting Person's restricted stock award agreement. F2 · price: Reflects the closing sale price of the Issuer's common stock as reported on the New York Stock Exchange on March 17, 2017. Read SEC document |
| February 23, 2017 Filed Feb 24, 2017 16:51 UTC | VEREIT, Inc. VER · Entity 134043 | Tax withholdingCommon Stock | 8,006 | $8.93 | $71,493.58 |
DisclosureSEC source: 0001507385-17-000024 · wf-form4_148797307749505.xml · nonDerivative · entry 3 MCDOWELL PAUL H · CIK 0001271688 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 286,168 F4 · shares: Reflects the product of the applicable withholding rate and the 18,673 shares of common stock that vested pursuant to the terms of the Reporting Person's restricted stock unit award agreement. F5 · price: Reflects the closing sale price of the Issuer's common stock as reported on the New York Stock Exchange on February 23, 2017. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 16:51 UTC | VEREIT, Inc. VER · Entity 134043 | GrantCommon Stock | 57,584 | $8.90 | $512,497.60 |
DisclosureSEC source: 0001507385-17-000024 · wf-form4_148797307749505.xml · nonDerivative · entry 2 MCDOWELL PAUL H · CIK 0001271688 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 294,174 F3 · shares: Reflects performance-based restricted stock units awarded February 22, 2017 to the Reporting Person pursuant to the Issuer's Equity Plan. Such restricted stock units will vest subject to the achievement of certain performance conditions, which are based on the Issuer's total stockholder return relative to its peers and NAREIT equity market index. The performance period began January 1, 2017 and ends December 31, 2019. F2 · price: Reflects the closing sale price of the Issuer's common stock as reported on the New York Stock Exchange on February 22, 2017. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 16:51 UTC | VEREIT, Inc. VER · Entity 134043 | GrantCommon Stock | 57,585 | $8.90 | $512,506.50 |
DisclosureSEC source: 0001507385-17-000024 · wf-form4_148797307749505.xml · nonDerivative · entry 1 MCDOWELL PAUL H · CIK 0001271688 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,590 F1 · shares: Reflects restricted stock units awarded February 22, 2017 to the Reporting Person pursuant to the Issuer's Equity Plan. Such restricted stock units vest ratably on each of the first, second and third anniversaries of February 23, 2017. F2 · price: Reflects the closing sale price of the Issuer's common stock as reported on the New York Stock Exchange on February 22, 2017. 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.