Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Apple Hospitality REIT, Inc.APLE · Entity 595 | President Real Estate & Invest | March 03, 2026 | March 05, 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.
Apple Hospitality REIT, Inc.
Report date March 03, 2026 · Filed March 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 967,798 |
Ending reported balance
After 2026-03-03 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-03-03 · Grant · Acquired 40,976 · Balance 960,325 F1: Unrestricted common shares issued as settlement for amounts earned under the Company's 2025 incentive plan. F2: Per share value is the average of the high and low trading price for the Company's common shares on the New York Stock Exchange on March 3, 2026. Row 2 · 2026-03-03 · Grant · Acquired 25,953 · Balance 986,278 F3: Restricted common shares issued as settlement for amounts earned under the Company's 2025 incentive plan. The shares are restricted and cannot vest until December 11, 2026. Row 3 · 2026-03-03 · Tax withholding · Disposed 18,480 · Balance 967,798 F4: Reflects common shares surrendered to the Company to satisfy tax withholding obligations in connection with the issuance of unrestricted common shares. F2: Per share value is the average of the high and low trading price for the Company's common shares on the New York Stock Exchange on March 3, 2026. |
| Common SharesSEC Table I · non-derivative | IndirectBy JAMN Limited Partnership, LLP | 304,504 |
Reported balance
Holding disclosure · report date 2026-03-03 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 304,504 F5: The reporting person disclaims beneficial ownership of the reported shares to the extent the shares reported exceed the reporting person's pecuniary interest in such shares. |
| Common SharesSEC Table I · non-derivative | IndirectBy N. Knight Generation Skipping Irrevocable Trust | 37,601 |
Reported balance
Holding disclosure · report date 2026-03-03 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 37,601 |
| Common SharesSEC Table I · non-derivative | IndirectIn closely held LLC | 9,837,031 |
Reported balance
Holding disclosure · report date 2026-03-03 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 9,837,031 F5: The reporting person disclaims beneficial ownership of the reported shares to the extent the shares reported exceed the reporting person's pecuniary interest in such shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Unrestricted common shares issued as settlement for amounts earned under the Company's 2025 incentive plan.
F2: Per share value is the average of the high and low trading price for the Company's common shares on the New York Stock Exchange on March 3, 2026.
F3: Restricted common shares issued as settlement for amounts earned under the Company's 2025 incentive plan. The shares are restricted and cannot vest until December 11, 2026.
F4: Reflects common shares surrendered to the Company to satisfy tax withholding obligations in connection with the issuance of unrestricted common shares.
F5: The reporting person disclaims beneficial ownership of the reported shares to the extent the shares reported exceed the reporting person's pecuniary interest in such shares.
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 |
|---|---|---|---|---|---|---|
| March 02, 2018 Filed Mar 6, 2018 21:22 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | Tax withholdingCommon Shares | 4,056 | $16.92 | $68,607.24 |
DisclosureSEC source: 0001225208-18-005424 · doc4.xml · nonDerivative · entry 3 Knight Nelson · CIK 0001609130 · EVP Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 563,477 F4 · shares: Reflects common shares surrendered to the Company to satisfy tax withholding obligations in connection with the issuance of vested common shares. F2 · price: Per share value is the average of the high and low trading price for the Company's common shares on the New York Stock Exchange on March 2, 2018. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 21:22 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 14,594 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-005424 · doc4.xml · nonDerivative · entry 2 Knight Nelson · CIK 0001609130 · EVP Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 567,533 F3 · shares: Restricted Common Shares issued as settlement for amounts earned under the Company's 2017 incentive plan. The shares are Restricted and cannot vest until December 14, 2018. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 21:22 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 27,578 | $16.92 | $466,481.87 |
DisclosureSEC source: 0001225208-18-005424 · doc4.xml · nonDerivative · entry 1 Knight Nelson · CIK 0001609130 · EVP Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 552,939 F1 · shares: Unrestricted Common Shares issued as settlement for amounts earned under the Company's 2017 incentive plan. F2 · price: Per share value is the average of the high and low trading price for the Company's common shares on the New York Stock Exchange on March 2, 2018. Read SEC document |
| December 15, 2017 Filed Dec 18, 2017 21:34 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | Tax withholdingCommon Shares | 1,852 | $19.85 | $36,762.20 |
DisclosureSEC source: 0001225208-17-018791 · doc4.xml · nonDerivative · entry 2 Knight Nelson · CIK 0001609130 · EVP Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 525,361 F1 · shares: Reflects common shares surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted common shares. Read SEC document |
| December 14, 2017 Filed Dec 18, 2017 21:34 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GiftCommon Shares | 3,062 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-018791 · doc4.xml · nonDerivative · entry 1 Knight Nelson · CIK 0001609130 · EVP Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 527,213 Read SEC document |
| March 07, 2017 Filed Mar 8, 2017 21:55 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | Tax withholdingCommon Shares | 4,206 | $19.10 | $80,334.60 |
DisclosureSEC source: 0001225208-17-005898 · doc4.xml · nonDerivative · entry 3 Knight Nelson · CIK 0001609130 · EVP Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 530,275 F4 · shares: Reflects common shares surrendered to the Company to satisfy tax withholding obligations in connection with the issuance of vested common shares. F2 · price: Per share value is the average of the high and low trading price for the Company's common shares on the New York Stock Exchange on March 7, 2017. Read SEC document |
| March 07, 2017 Filed Mar 8, 2017 21:55 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 4,474 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-005898 · doc4.xml · nonDerivative · entry 2 Knight Nelson · CIK 0001609130 · EVP Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 534,481 F3 · shares: Restricted Common Shares issued as settlement for amounts earned under the Company's 2016 incentive plan. The shares are Restricted and cannot vest until December 15, 2017. Read SEC document |
| March 07, 2017 Filed Mar 8, 2017 21:55 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 8,638 | $19.10 | $164,985.80 |
DisclosureSEC source: 0001225208-17-005898 · doc4.xml · nonDerivative · entry 1 Knight Nelson · CIK 0001609130 · EVP Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 530,007 F1 · shares: Unrestricted Common Shares issued as settlement for amounts earned under the Company's 2016 incentive plan. F2 · price: Per share value is the average of the high and low trading price for the Company's common shares on the New York Stock Exchange on March 7, 2017. Read SEC document |
| December 31, 2016 Filed Jan 3, 2017 21:21 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | Tax withholdingCommon Shares | 7,025 | $19.98 | $140,359.50 |
DisclosureSEC source: 0001225208-17-000080 · doc4.xml · nonDerivative · entry 1 Knight Nelson · CIK 0001609130 · EVP Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 521,369 F1 · shares: Reflects common shares surrendered to the Company to satisfy tax withholding obligations in connection with the vesting of restricted common shares. Read SEC document |
| December 12, 2016 Filed Dec 13, 2016 21:23 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GiftCommon Shares | 4,073 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-043082 · doc4.xml · nonDerivative · entry 2 Knight Nelson · CIK 0001609130 · EVP Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 528,394 Read SEC document |
| December 12, 2016 Filed Dec 13, 2016 21:23 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GiftCommon Shares | 509 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-043082 · doc4.xml · nonDerivative · entry 1 Knight Nelson · CIK 0001609130 · EVP Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 532,467 Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 20:10 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 16,639 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-038812 · doc4.xml · nonDerivative · entry 2 Knight Nelson · CIK 0001609130 · EVP Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By N. Knight Generation Skipping Irrevocable Trust Disclosed balance after: 32,339 F2 · price: Received by a trust for the reporting person's children in exchange for 2,631.25 Series B Preferred Shares of Apple Ten in connection with the Merger along with approximately an aggregate of $31,876 in cash consideration. There was no active trading market for Apple Ten Series B Preferred Shares as of the date of the Merger. Apple Hospitality common shares had a closing market value of $18.94 per share on the effective date of the Merger. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 20:10 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 191,226 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-038812 · doc4.xml · nonDerivative · entry 1 Knight Nelson · CIK 0001609130 · EVP Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 532,976 F1 · price: Received in exchange for 30,090 Series B Preferred Shares and 1,818 Units (consisting of one common share and one Series A preferred share) of Apple REIT Ten, Inc. ("Apple Ten") in connection with the merger of Apple Ten into a wholly-owned subsidiary of the issuer (the "Merger") along with approximately an aggregate of $366,335 in cash consideration. There was no active trading market for Apple Ten Series B Preferred Shares or Apple Ten Units as of the date of the Merger. Apple Hospitality common shares had a closing market value of $18.94 per share on the effective date of the Merger. 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.