Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Apple Hospitality REIT, Inc.APLE · Entity 595 | SVP & Chief Financial Officer | 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 | 395,977 |
Ending reported balance
After 2026-03-03 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-03-03 · Grant · Acquired 40,582 · Balance 388,576 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 25,703 · Balance 414,279 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 18,302 · Balance 395,977 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. |
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.
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 03, 2026 Filed Mar 5, 2026 16:30 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | Tax withholdingCommon Shares | 18,302 | $12.10 | $221,454.20 |
DisclosureSEC source: 0001193125-26-094052 · ownership.xml · nonDerivative · entry 3 Perkins Elizabeth · CIK 0001807979 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 395,977 F4 · shares: Reflects common shares surrendered to the Company to satisfy tax withholding obligations in connection with the issuance of unrestricted 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 3, 2026. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 16:30 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 25,703 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-094052 · ownership.xml · nonDerivative · entry 2 Perkins Elizabeth · CIK 0001807979 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 414,279 F3 · shares: 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. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 16:30 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 40,582 | $12.10 | $491,042.20 |
DisclosureSEC source: 0001193125-26-094052 · ownership.xml · nonDerivative · entry 1 Perkins Elizabeth · CIK 0001807979 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 388,576 F1 · shares: Unrestricted common shares issued as settlement for amounts earned under the Company's 2025 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 3, 2026. Read SEC document |
| December 12, 2025 Filed Dec 16, 2025 16:15 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | Tax withholdingCommon Shares | 14,650 | $12.12 | $177,558.00 |
DisclosureSEC source: 0001193125-25-320883 · ownership.xml · nonDerivative · entry 1 Perkins Elizabeth · CIK 0001807979 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 347,994 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 |
| May 09, 2025 Filed May 12, 2025 16:16 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | PurchaseCommon Shares | 2,100 | $11.72 | $24,612.00 |
DisclosureSEC source: 0000950170-25-069244 · ownership.xml · nonDerivative · entry 1 Perkins Elizabeth · CIK 0001807979 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 362,644 Read SEC document |
| March 04, 2025 Filed Mar 6, 2025 16:22 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | Tax withholdingCommon Shares | 31,595 | $14.48 | $457,495.60 |
DisclosureSEC source: 0000950170-25-034716 · ownership.xml · nonDerivative · entry 3 Perkins Elizabeth · CIK 0001807979 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 360,544 F4 · shares: Reflects common shares surrendered to the Company to satisfy tax withholding obligations in connection with the issuance of unrestricted 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 4, 2025. Read SEC document |
| March 04, 2025 Filed Mar 6, 2025 16:22 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 32,484 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-034716 · ownership.xml · nonDerivative · entry 2 Perkins Elizabeth · CIK 0001807979 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 392,139 F3 · shares: Restricted common shares issued as settlement for amounts earned under the Company's 2024 incentive plan. The shares are restricted and cannot vest until December 12, 2025. Read SEC document |
| March 04, 2025 Filed Mar 6, 2025 16:22 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 70,056 | $14.48 | $1,014,410.88 |
DisclosureSEC source: 0000950170-25-034716 · ownership.xml · nonDerivative · entry 1 Perkins Elizabeth · CIK 0001807979 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 359,655 F1 · shares: Unrestricted common shares issued as settlement for amounts earned under the Company's 2024 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 4, 2025. Read SEC document |
| December 13, 2024 Filed Dec 17, 2024 16:16 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | Tax withholdingCommon Shares | 24,271 | $16.05 | $389,549.55 |
DisclosureSEC source: 0000950170-24-137202 · ownership.xml · nonDerivative · entry 1 Perkins Elizabeth · CIK 0001807979 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 289,599 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 |
| March 01, 2024 Filed Mar 5, 2024 16:56 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | Tax withholdingCommon Shares | 42,375 | $16.27 | $689,441.25 |
DisclosureSEC source: 0000950170-24-026185 · ownership.xml · nonDerivative · entry 3 Perkins Elizabeth · CIK 0001807979 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 313,870 F4 · shares: Reflects common shares surrendered to the Company to satisfy tax withholding obligations in connection with the issuance of unrestricted 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 1, 2024. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 16:56 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 53,816 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-026185 · ownership.xml · nonDerivative · entry 2 Perkins Elizabeth · CIK 0001807979 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 356,245 F3 · shares: Restricted common shares issued as settlement for amounts earned under the Company's 2023 incentive plan. The shares are restricted and cannot vest until December 13, 2024. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 16:56 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 93,959 | $16.27 | $1,528,712.93 |
DisclosureSEC source: 0000950170-24-026185 · ownership.xml · nonDerivative · entry 1 Perkins Elizabeth · CIK 0001807979 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 302,429 F1 · shares: Unrestricted common shares issued as settlement for amounts earned under the Company's 2023 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 1, 2024. Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 17:15 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | Tax withholdingCommon Shares | 17,574 | $16.90 | $297,000.60 |
DisclosureSEC source: 0000950170-23-069782 · ownership.xml · nonDerivative · entry 1 Perkins Elizabeth · CIK 0001807979 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 208,470 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 |
| November 10, 2023 Filed Nov 13, 2023 16:15 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | PurchaseCommon Shares | 1,750 | $15.78 | $27,613.95 |
DisclosureSEC source: 0000950170-23-062972 · ownership.xml · nonDerivative · entry 1 Perkins Elizabeth · CIK 0001807979 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 226,044 Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 16:18 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | Tax withholdingCommon Shares | 17,631 | $15.52 | $273,633.12 |
DisclosureSEC source: 0001225208-23-004548 · doc4.xml · nonDerivative · entry 1 Perkins Elizabeth · CIK 0001807979 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 224,294 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 |
| March 01, 2023 Filed Mar 3, 2023 16:43 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | Tax withholdingCommon Shares | 35,106 | $16.70 | $586,270.20 |
DisclosureSEC source: 0001225208-23-003351 · doc4.xml · nonDerivative · entry 3 Perkins Elizabeth · CIK 0001807979 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,925 F4 · shares: Reflects common shares surrendered to the Company to satisfy tax withholding obligations in connection with the issuance of unrestricted 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 1, 2023. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 16:43 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 38,968 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-003351 · doc4.xml · nonDerivative · entry 2 Perkins Elizabeth · CIK 0001807979 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 277,031 F3 · shares: Restricted common shares issued as settlement for amounts earned under the Company's 2022 incentive plan. The shares are restricted and cannot vest until December 8, 2023. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 16:43 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 77,840 | $16.70 | $1,299,928.00 |
DisclosureSEC source: 0001225208-23-003351 · doc4.xml · nonDerivative · entry 1 Perkins Elizabeth · CIK 0001807979 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,063 F1 · shares: Unrestricted common shares issued as settlement for amounts earned under the Company's 2022 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 1, 2023. Read SEC document |
| December 09, 2022 Filed Dec 13, 2022 17:04 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | Tax withholdingCommon Shares | 13,920 | $16.81 | $233,995.20 |
DisclosureSEC source: 0001225208-22-012619 · doc4.xml · nonDerivative · entry 1 Perkins Elizabeth · CIK 0001807979 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,223 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 |
| June 13, 2022 Filed Jun 14, 2022 16:24 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | PurchaseCommon Shares | 200 | $14.87 | $2,973.14 |
DisclosureSEC source: 0001225208-22-008066 · doc4.xml · nonDerivative · entry 3 Perkins Elizabeth · CIK 0001807979 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,143 Read SEC document |
| June 13, 2022 Filed Jun 14, 2022 16:24 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | PurchaseCommon Shares | 400 | $14.87 | $5,946.00 |
DisclosureSEC source: 0001225208-22-008066 · doc4.xml · nonDerivative · entry 2 Perkins Elizabeth · CIK 0001807979 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,943 Read SEC document |
| June 10, 2022 Filed Jun 14, 2022 16:24 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | PurchaseCommon Shares | 600 | $15.95 | $9,570.00 |
DisclosureSEC source: 0001225208-22-008066 · doc4.xml · nonDerivative · entry 1 Perkins Elizabeth · CIK 0001807979 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,543 Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 16:26 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | Tax withholdingCommon Shares | 29,951 | $17.79 | $532,828.29 |
DisclosureSEC source: 0001225208-22-004235 · doc4.xml · nonDerivative · entry 3 Perkins Elizabeth · CIK 0001807979 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,943 F4 · shares: Reflects common shares surrendered to the Company to satisfy tax withholding obligations in connection with the issuance of unrestricted 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, 2022. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 16:26 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 32,367 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-004235 · doc4.xml · nonDerivative · entry 2 Perkins Elizabeth · CIK 0001807979 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,894 F3 · shares: Restricted common shares issued as settlement for amounts earned under the Company's 2021 incentive plan. The shares are restricted and cannot vest until December 9, 2022. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 16:26 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 66,410 | $17.79 | $1,181,433.90 |
DisclosureSEC source: 0001225208-22-004235 · doc4.xml · nonDerivative · entry 1 Perkins Elizabeth · CIK 0001807979 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,527 F1 · shares: Unrestricted common shares issued as settlement for amounts earned under the Company's 2021 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, 2022. Read SEC document |
| December 10, 2021 Filed Dec 14, 2021 16:35 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | Tax withholdingCommon Shares | 11,748 | $15.65 | $183,856.20 |
DisclosureSEC source: 0001225208-21-014903 · doc4.xml · nonDerivative · entry 2 Perkins Elizabeth · CIK 0001807979 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,117 F2 · 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 10, 2021 Filed Dec 14, 2021 16:35 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 150 | $15.65 | $2,347.50 |
DisclosureSEC source: 0001225208-21-014903 · doc4.xml · nonDerivative · entry 1 Perkins Elizabeth · CIK 0001807979 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,865 F1 · price: Per share value is the closing price for the Company's common shares on the New York Stock Exchange on December 10, 2021. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 17:28 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | Tax withholdingCommon Shares | 11,744 | $14.03 | $164,709.60 |
DisclosureSEC source: 0001225208-21-004745 · doc4.xml · nonDerivative · entry 3 Perkins Elizabeth · CIK 0001807979 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,715 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, 2021. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 17:28 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 26,737 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-004745 · doc4.xml · nonDerivative · entry 2 Perkins Elizabeth · CIK 0001807979 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,459 F3 · shares: Restricted Common Shares issued as settlement for amounts earned under the Company's 2020 incentive plan. The shares are Restricted and cannot vest until December 10, 2021. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 17:28 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | GrantCommon Shares | 26,737 | $14.03 | $374,986.43 |
DisclosureSEC source: 0001225208-21-004745 · doc4.xml · nonDerivative · entry 1 Perkins Elizabeth · CIK 0001807979 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,722 F1 · shares: Unrestricted Common Shares issued as settlement for amounts earned under the Company's 2020 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, 2021. Read SEC document |
| September 04, 2020 Filed Sep 8, 2020 16:29 UTC | Apple Hospitality REIT, Inc. APLE · Entity 595 | PurchaseCommon Shares | 1,000 | $10.90 | $10,895.10 |
DisclosureSEC source: 0001225208-20-011359 · doc4.xml · nonDerivative · entry 1 Perkins Elizabeth · CIK 0001807979 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,985 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.