Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INDEPENDENCE REALTY TRUST, INC.IRT · Entity 4065 | General Counsel | March 01, 2026 | March 03, 2026 |
| Resource Apartment REIT III, Inc.N/A · Entity 143264 | CLO, SVP & Secretary | April 10, 2018 | April 10, 2018 |
| Resource Real Estate Opportunity REIT, Inc.N/A · Entity 143262 | See Remarks | January 28, 2021 | February 01, 2021 |
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.
INDEPENDENCE REALTY TRUST, INC.
Report date March 01, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 18,080 |
Reported balance
After 2026-03-01 transaction · row 1
1 source rowRow 1 · 2026-03-01 · Tax withholding · Disposed 1,542 · Balance 18,080 F1: This forfeiture was undertaken solely to satisfy a tax withholding liability related to the vesting of stock held by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: This forfeiture was undertaken solely to satisfy a tax withholding liability related to the vesting of stock held by the reporting person.
Resource Apartment REIT III, Inc.
Report date April 10, 2018 · Filed April 10, 2018
This filing explicitly reported no securities owned.
Resource Real Estate Opportunity REIT, Inc.
Report date January 28, 2021 · Filed February 01, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-01-28 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-01-28 · Disposition to issuer · Disposed 45,620 · Balance 0 F1: Reflects the disposition of restricted stock granted under the Issuer's 2020 Long-Term Incentive Plan (the "2020 LTIP") in connection with the merger (the "Merger") of the Issuer with and into Revolution I Merger Sub, LLC, an indirect subsidiary of Resource REIT, Inc. ("Resource REIT"). The 2020 LTIP and the outstanding restricted stock awarded thereunder were assumed and continued by Resource REIT at the effective time of the Merger. The outstanding restricted stock awards under the 2020 LTIP were adjusted to be awards with respect to the common stock of Resource REIT, par value $0.01 per share. Restricted stock awarded under the 2020 LTIP vest in two tranches - 40% of the total number of shares vested upon the consummation of the Merger and 60% of the total number of shares will vest upon a liquidity event so long as the reporting person remains continuously employed through such vesting date. F2: (Continued from footnote 1) The vesting of shares awarded to the Reporting Person under the 2020 LTIP in connection with the Merger is reported on the Reporting Person's Form 4 for Resource REIT filed with the SEC on February 1, 2021. |
| Convertible StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-01-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-01-28 · Disposition to issuer · Disposed 804 · Balance 0 F3: Reflects the disposition of shares of the Issuer's convertible stock in connection with the Merger. In the Merger, each share of the Issuer's convertible stock, par value $0.01 per share, was converted into the right to receive $0.02 in cash (without interest). |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the disposition of restricted stock granted under the Issuer's 2020 Long-Term Incentive Plan (the "2020 LTIP") in connection with the merger (the "Merger") of the Issuer with and into Revolution I Merger Sub, LLC, an indirect subsidiary of Resource REIT, Inc. ("Resource REIT"). The 2020 LTIP and the outstanding restricted stock awarded thereunder were assumed and continued by Resource REIT at the effective time of the Merger. The outstanding restricted stock awards under the 2020 LTIP were adjusted to be awards with respect to the common stock of Resource REIT, par value $0.01 per share. Restricted stock awarded under the 2020 LTIP vest in two tranches - 40% of the total number of shares vested upon the consummation of the Merger and 60% of the total number of shares will vest upon a liquidity event so long as the reporting person remains continuously employed through such vesting date.
F2: (Continued from footnote 1) The vesting of shares awarded to the Reporting Person under the 2020 LTIP in connection with the Merger is reported on the Reporting Person's Form 4 for Resource REIT filed with the SEC on February 1, 2021.
F3: Reflects the disposition of shares of the Issuer's convertible stock in connection with the Merger. In the Merger, each share of the Issuer's convertible stock, par value $0.01 per share, was converted into the right to receive $0.02 in cash (without interest).
Past disclosures · reporting ended (3)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ACRES Commercial Realty Corp.
Report date July 31, 2020 · Filed August 04, 2020
Section 16 reporting ended · disclosed 2020-08-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,087 |
Reported balance
Holding disclosure · report date 2020-07-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 26,087 |
Resource REIT, Inc.
Report date May 19, 2022 · Filed May 19, 2022
Section 16 reporting ended · disclosed 2022-05-19. 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 2022-05-19 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-05-19 · Grant · Acquired 56,662 · Balance 121,962 F1: Represents vesting of each outstanding share of unvested performance-based restricted common stock of Resource REIT, Inc. (the "Company") granted pursuant to the Company's 2020 Long-Term Incentive Plan immediately prior to the effective time of the merger (the "Effective Time"), at target-level achievement in accordance with the terms of the Agreement and Plan of Merger, dated as of January 23, 2022 (the "Merger Agreement"), by and among the Company, Rapids Parent LLC and Rapids Merger Sub LLC. Row 2 · 2022-05-19 · Disposition to issuer · Disposed 121,962 · Balance 0 F2: Pursuant to the Merger Agreement, at the Effective Time, (i) each outstanding share of common stock, par value $0.01 per share, of the Company ("Common Stock"), was automatically cancelled and converted into the right to receive an amount in cash equal to $14.75 per share, without interest (the "Common Stock Consideration") and (ii) each outstanding share of unvested time-vested restricted Common Stock granted pursuant to the Company's 2020 Long-Term Incentive Plan automatically vested and all restrictions and reacquisition rights thereon lapsed and had the right to receive the Common Stock Consideration, less any applicable withholding taxes, plus the amount of all accrued and unpaid cash dividends up to and including the Effective Time in accordance with the terms of the applicable award agreement. |
| Convertible StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-05-19 transaction · row 3
1 source rowRow 3 · 2022-05-19 · Disposition to issuer · Disposed 600 · Balance 0 F3: Pursuant to the Merger Agreement, at the Effective Time, each share of convertible stock, par value $0.01 per share of the Company issued and outstanding immediately prior to the Effective Time, was automatically cancelled and converted into the right to receive, in accordance with the terms of the Merger Agreement, an amount in cash, without interest, equal to $1,846.76 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents vesting of each outstanding share of unvested performance-based restricted common stock of Resource REIT, Inc. (the "Company") granted pursuant to the Company's 2020 Long-Term Incentive Plan immediately prior to the effective time of the merger (the "Effective Time"), at target-level achievement in accordance with the terms of the Agreement and Plan of Merger, dated as of January 23, 2022 (the "Merger Agreement"), by and among the Company, Rapids Parent LLC and Rapids Merger Sub LLC.
F2: Pursuant to the Merger Agreement, at the Effective Time, (i) each outstanding share of common stock, par value $0.01 per share, of the Company ("Common Stock"), was automatically cancelled and converted into the right to receive an amount in cash equal to $14.75 per share, without interest (the "Common Stock Consideration") and (ii) each outstanding share of unvested time-vested restricted Common Stock granted pursuant to the Company's 2020 Long-Term Incentive Plan automatically vested and all restrictions and reacquisition rights thereon lapsed and had the right to receive the Common Stock Consideration, less any applicable withholding taxes, plus the amount of all accrued and unpaid cash dividends up to and including the Effective Time in accordance with the terms of the applicable award agreement.
F3: Pursuant to the Merger Agreement, at the Effective Time, each share of convertible stock, par value $0.01 per share of the Company issued and outstanding immediately prior to the Effective Time, was automatically cancelled and converted into the right to receive, in accordance with the terms of the Merger Agreement, an amount in cash, without interest, equal to $1,846.76 per share.
Resource Real Estate Diversified Income Fund
Report date May 15, 2020 · Filed May 18, 2020
Section 16 reporting ended · disclosed 2020-05-18. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A SharesSEC Table I · non-derivative | IndirectHeld in IRA | 0 |
Reported balance
After 2020-05-15 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2020-05-15 · Other · Disposed 1,510.857 · Balance 0 |
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 01, 2026 Filed Mar 3, 2026 22:30 UTC | INDEPENDENCE REALTY TRUST, INC. IRT · Entity 4065 | Tax withholdingCommon stock | 1,542 | $16.57 | $25,550.94 |
DisclosureSEC source: 0001437749-26-006689 · rdgdoc.xml · nonDerivative · entry 1 Weisbaum Michele R. · CIK 0001518012 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,080 F1 · kind: This forfeiture was undertaken solely to satisfy a tax withholding liability related to the vesting of stock held by the reporting person. Read SEC document |
| November 01, 2025 Filed Nov 4, 2025 22:34 UTC | INDEPENDENCE REALTY TRUST, INC. IRT · Entity 4065 | Tax withholdingCommon stock | 1,834 | $15.93 | $29,215.62 |
DisclosureSEC source: 0001437749-25-033077 · rdgdoc.xml · nonDerivative · entry 1 Weisbaum Michele R. · CIK 0001518012 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,622 F1 · kind: This forfeiture was undertaken solely to satisfy a tax withholding liability related to the vesting of stock held by the reporting person. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:30 UTC | INDEPENDENCE REALTY TRUST, INC. IRT · Entity 4065 | Tax withholdingCommon Stock | 798 | $21.80 | $17,396.40 |
DisclosureSEC source: 0001466085-25-000031 · wk-form4_1741127434.xml · nonDerivative · entry 1 Weisbaum Michele R. · CIK 0001518012 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,002 F1 · kind: This forfeiture was undertaken solely to satisfy a tax withholding liability related to the vesting of stock held by the reporting person. Read SEC document |
| February 04, 2025 Filed Feb 6, 2025 22:30 UTC | INDEPENDENCE REALTY TRUST, INC. IRT · Entity 4065 | GrantCommon Stock | 6,606 | $0.00 | $0.00 |
DisclosureSEC source: 0001466085-25-000016 · wk-form4_1738881038.xml · nonDerivative · entry 1 Weisbaum Michele R. · CIK 0001518012 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,800 Read SEC document |
| November 01, 2024 Filed Apr 2, 2025 21:30 UTC | INDEPENDENCE REALTY TRUST, INC. IRT · Entity 4065 | Tax withholdingCommon stock | 1,546 | $19.06 | $29,466.76 |
DisclosureSEC source: 0001437749-25-010736 · rdgdoc.xml · nonDerivative · entry 1 Weisbaum Michele R. · CIK 0001518012 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,456 F1 · kind: This forfeiture was undertaken solely to satisfy a tax withholding liability related to the vesting of stock held by the reporting person. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 23:02 UTC | INDEPENDENCE REALTY TRUST, INC. IRT · Entity 4065 | GrantCommon Stock | 7,088 | $0.00 | $0.00 |
DisclosureSEC source: 0001466085-24-000027 · wk-form4_1709161362.xml · nonDerivative · entry 1 Weisbaum Michele R. · CIK 0001518012 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,194 Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 21:31 UTC | INDEPENDENCE REALTY TRUST, INC. IRT · Entity 4065 | GrantCommon Stock | 10,106 | $0.00 | $0.00 |
DisclosureSEC source: 0001466085-23-000127 · wk-form4_1699047091.xml · nonDerivative · entry 1 Weisbaum Michele R. · CIK 0001518012 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,106 Read SEC document |
| May 19, 2022 Filed May 19, 2022 13:57 UTC | Resource REIT, Inc. N/A · Entity 127122 | Disposition to issuerConvertible Stock | 600 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-030411 · doc4.xml · nonDerivative · entry 3 Weisbaum Michele R. · CIK 0001518012 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · price: Pursuant to the Merger Agreement, at the Effective Time, each share of convertible stock, par value $0.01 per share of the Company issued and outstanding immediately prior to the Effective Time, was automatically cancelled and converted into the right to receive, in accordance with the terms of the Merger Agreement, an amount in cash, without interest, equal to $1,846.76 per share. Read SEC document |
| May 19, 2022 Filed May 19, 2022 13:57 UTC | Resource REIT, Inc. N/A · Entity 127122 | Disposition to issuerCommon Stock | 121,962 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-030411 · doc4.xml · nonDerivative · entry 2 Weisbaum Michele R. · CIK 0001518012 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: Pursuant to the Merger Agreement, at the Effective Time, (i) each outstanding share of common stock, par value $0.01 per share, of the Company ("Common Stock"), was automatically cancelled and converted into the right to receive an amount in cash equal to $14.75 per share, without interest (the "Common Stock Consideration") and (ii) each outstanding share of unvested time-vested restricted Common Stock granted pursuant to the Company's 2020 Long-Term Incentive Plan automatically vested and all restrictions and reacquisition rights thereon lapsed and had the right to receive the Common Stock Consideration, less any applicable withholding taxes, plus the amount of all accrued and unpaid cash dividends up to and including the Effective Time in accordance with the terms of the applicable award agreement. Read SEC document |
| May 19, 2022 Filed May 19, 2022 13:57 UTC | Resource REIT, Inc. N/A · Entity 127122 | GrantCommon Stock | 56,662 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-030411 · doc4.xml · nonDerivative · entry 1 Weisbaum Michele R. · CIK 0001518012 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,962 F1 · price: Represents vesting of each outstanding share of unvested performance-based restricted common stock of Resource REIT, Inc. (the "Company") granted pursuant to the Company's 2020 Long-Term Incentive Plan immediately prior to the effective time of the merger (the "Effective Time"), at target-level achievement in accordance with the terms of the Agreement and Plan of Merger, dated as of January 23, 2022 (the "Merger Agreement"), by and among the Company, Rapids Parent LLC and Rapids Merger Sub LLC. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 12:38 UTC | Resource REIT, Inc. N/A · Entity 127122 | Tax withholdingCommon Stock | 3,956 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-011556 · doc4.xml · nonDerivative · entry 1 Weisbaum Michele R. · CIK 0001518012 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,300.776 F1 · price: There is no established market for shares of the Issuer's common stock, par value $0.01 per share ("Resource REIT Common Stock"). On January 23, 2022, the Issuer entered into a definitive agreement with Blackstone Real Estate Income Trust, Inc. ("BREIT"), under which BREIT will acquire all of the outstanding shares of Resource REIT Common Stock for $14.75 per share in an all-cash transaction. F2 · balance_after: 45,029 shares remain subject to vesting. Read SEC document |
| January 04, 2022 Filed Jan 6, 2022 13:24 UTC | Resource REIT, Inc. N/A · Entity 127122 | GrantCommon Stock | 27,041 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-002103 · doc4.xml · nonDerivative · entry 1 Weisbaum Michele R. · CIK 0001518012 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,256.78 F1 · shares: The Reporting Person has been granted 27,041 shares of restricted stock under the Issuer's 2020 Long-Term Incentive Plan. These shares will vest in full over three years, with 33.33% vesting per year beginning on January 4, 2023. F2 · balance_after: 54,023 shares remain subject to vesting. F3 · balance_after: Includes 485.50 shares acquired pursuant to the Issuer's distribution reinvestment plan. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 17:41 UTC | Resource REIT, Inc. N/A · Entity 127122 | GrantCommon Stock | 26,982 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-012506 · doc4.xml · nonDerivative · entry 1 Weisbaum Michele R. · CIK 0001518012 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,730.28 F1 · shares: The Reporting Person has been granted 26,982 shares of restricted stock under the Issuer's 2020 Long-Term Incentive Plan. These shares will vest in full over three years, with 33.33% vesting per year beginning on February 17, 2022. F2 · balance_after: 26,982 shares remain subject to vesting. F3 · balance_after: On February 1, 2021, the Reporting Person mistakenly reported ownership of 14,728.28 shares of the Issuer's common stock. As of January 28, 2021, the Reporting Person owned 14,748.28 shares of the Issuer's common stock. Read SEC document |
| January 28, 2021 Filed Feb 1, 2021 21:02 UTC | Resource Real Estate Opportunity REIT, Inc. N/A · Entity 143262 | Disposition to issuerConvertible Stock · Derivative | 804 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-003941 · doc4.xml · derivative · entry 2 Weisbaum Michele R. · CIK 0001518012 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 804 shares Expires not disclosed F3 · derivative.exercise_price: Reflects the disposition of shares of the Issuer's convertible stock in connection with the Merger. In the Merger, each share of the Issuer's convertible stock, par value $0.01 per share, was converted into the right to receive $0.02 in cash (without interest). F3 · price: Reflects the disposition of shares of the Issuer's convertible stock in connection with the Merger. In the Merger, each share of the Issuer's convertible stock, par value $0.01 per share, was converted into the right to receive $0.02 in cash (without interest). F3 · derivative.exercise_date: Reflects the disposition of shares of the Issuer's convertible stock in connection with the Merger. In the Merger, each share of the Issuer's convertible stock, par value $0.01 per share, was converted into the right to receive $0.02 in cash (without interest). F3 · derivative.expiration_date: Reflects the disposition of shares of the Issuer's convertible stock in connection with the Merger. In the Merger, each share of the Issuer's convertible stock, par value $0.01 per share, was converted into the right to receive $0.02 in cash (without interest). Read SEC document |
| January 28, 2021 Filed Feb 1, 2021 21:02 UTC | Resource Real Estate Opportunity REIT, Inc. N/A · Entity 143262 | Disposition to issuerCommon Stock | 45,620 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-003941 · doc4.xml · nonDerivative · entry 1 Weisbaum Michele R. · CIK 0001518012 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · security: Reflects the disposition of restricted stock granted under the Issuer's 2020 Long-Term Incentive Plan (the "2020 LTIP") in connection with the merger (the "Merger") of the Issuer with and into Revolution I Merger Sub, LLC, an indirect subsidiary of Resource REIT, Inc. ("Resource REIT"). The 2020 LTIP and the outstanding restricted stock awarded thereunder were assumed and continued by Resource REIT at the effective time of the Merger. The outstanding restricted stock awards under the 2020 LTIP were adjusted to be awards with respect to the common stock of Resource REIT, par value $0.01 per share. Restricted stock awarded under the 2020 LTIP vest in two tranches - 40% of the total number of shares vested upon the consummation of the Merger and 60% of the total number of shares will vest upon a liquidity event so long as the reporting person remains continuously employed through such vesting date. F2 · security: (Continued from footnote 1) The vesting of shares awarded to the Reporting Person under the 2020 LTIP in connection with the Merger is reported on the Reporting Person's Form 4 for Resource REIT filed with the SEC on February 1, 2021. Read SEC document |
| January 28, 2021 Filed Feb 1, 2021 21:59 UTC | Resource REIT, Inc. N/A · Entity 127122 | Tax withholdingCommon Stock | 7,591.47 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-004021 · doc4.xml · nonDerivative · entry 2 Weisbaum Michele R. · CIK 0001518012 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,728.28 F2 · price: There is no established market for shares of Resource REIT Common Stock. On March 19, 2020, the board of directors of the Issuer approved an estimated value per share of Resource REIT Common Stock of $9.08. For a full description of the methodologies used to calculate the Issuer's estimated value per share as of December 31, 2019, see Part II, Item 5, "Market for Registrant's Common Equity, Related Stockholder Matters and Issuer Purchases of Equity Securities - Market Information" its Annual Report on Form 10-K for the year ended December 31, 2019 filed with the Securities and Exchange Commission on March 20, 2020. Read SEC document |
| January 28, 2021 Filed Feb 1, 2021 21:59 UTC | Resource REIT, Inc. N/A · Entity 127122 | GrantCommon Stock | 22,339.75 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-004021 · doc4.xml · nonDerivative · entry 1 Weisbaum Michele R. · CIK 0001518012 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,339.75 F1 · price: Reflects the assumption of restricted stock awards granted under the 2020 Long-Term Incentive Plan (the "2020 LTIP") of Resource Real Estate Opportunity REIT, Inc. ("REIT I"), which was assumed and adjusted by the Issuer to become awards with respect to the common stock of the Issuer, par value $0.01 per share, at the effective time of REIT I's merger with and into Revolution I Merger Sub, LLC, an indirect subsidiary of the Issuer (the "Merger"). These shares, which represent 40% of the total number of shares granted under the 2020 LTIP, vested upon the consummation of the Merger. An additional 33,509.62 shares, which represent the remaining 60% of the total number of shares granted under the 2020 LTIP, will vest upon a liquidity event so long as the Reporting Person remains continuously employed through such vesting date. Read SEC document |
| September 08, 2020 Filed Sep 10, 2020 17:36 UTC | Resource Real Estate Opportunity REIT, Inc. NONE · Entity 143262 | GrantCommon Stock | 45,620 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-024847 · doc4.xml · nonDerivative · entry 1 Weisbaum Michele R. · CIK 0001518012 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,620 F1 · shares: An initial grant (the "Equity Grant") of restricted stock of Resource Real Estate Opportunity REIT, Inc., a Maryland corporation (the "Issuer") was granted to the reporting person as equity incentive compensation pursuant to the Issuer's 2020 Long-Term Incentive Plan (the "Long-Term Incentive Plan"). The Equity Grant vests in two tranches - 40% of the total number of shares will vest upon the consummation of the Issuer's merger with Resource Real Estate Opportunity REIT II, Inc. and 60% of the total number of shares will vest upon a liquidity event so long as the reporting person remains continuously employed through such vesting date. Unless sooner terminated in accordance with its terms, the Equity Grant will terminate on the date that is ten (10) years following the date on which the Long-Term Incentive Plan was adopted by the Issuer's board of directors. F1 · balance_after: An initial grant (the "Equity Grant") of restricted stock of Resource Real Estate Opportunity REIT, Inc., a Maryland corporation (the "Issuer") was granted to the reporting person as equity incentive compensation pursuant to the Issuer's 2020 Long-Term Incentive Plan (the "Long-Term Incentive Plan"). The Equity Grant vests in two tranches - 40% of the total number of shares will vest upon the consummation of the Issuer's merger with Resource Real Estate Opportunity REIT II, Inc. and 60% of the total number of shares will vest upon a liquidity event so long as the reporting person remains continuously employed through such vesting date. Unless sooner terminated in accordance with its terms, the Equity Grant will terminate on the date that is ten (10) years following the date on which the Long-Term Incentive Plan was adopted by the Issuer's board of directors. Read SEC document |
| May 15, 2020 Filed May 18, 2020 15:22 UTC | Resource Real Estate Diversified Income Fund RREDX · Entity 148807 | OtherClass A Shares | 1,510.857 | $9.51 | $14,368.25 |
DisclosureSEC source: 0001567619-20-010661 · doc1.xml · nonDerivative · entry 1 Weisbaum Michele R. · CIK 0001518012 · Sr Vice President of Adviser 10b5-1 filing: Not disclosed Ownership: Indirect · Held in IRA Disclosed balance after: 0 Read SEC document |
| March 11, 2020 Filed Mar 12, 2020 20:09 UTC | ACRES Commercial Realty Corp. XAN · Entity 6763 | PurchaseCommon Stock | 614 | $9.77 | $5,998.78 |
DisclosureSEC source: 0001567619-20-006180 · doc1.xml · nonDerivative · entry 1 Weisbaum Michele R. · CIK 0001518012 · SVP, CLO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,087 F1 · balance_after: Includes 12,982 shares which remain subject to vesting under the Issuer's Second Amended and Restated Omnibus Equity Compensation Plan. Read SEC document |
| January 21, 2020 Filed Jan 23, 2020 21:08 UTC | ACRES Commercial Realty Corp. XAN · Entity 6763 | GrantCommon Stock | 6,334 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-001821 · doc4.xml · nonDerivative · entry 1 Weisbaum Michele R. · CIK 0001518012 · SVP, CLO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,473 F1 · price: The Reporting Person has been granted 6,334 shares of restricted stock under the Issuer's Second Amended and Restated Omnibus Equity Compensation Plan. These shares will vest in full over three years, with 33.33% vesting per year beginning on January 21, 2021. F2 · balance_after: 14,185 shares remain subject to vesting. Read SEC document |
| January 22, 2019 Filed Jan 24, 2019 21:51 UTC | ACRES Commercial Realty Corp. XAN · Entity 6763 | GrantCommon Stock | 7,367 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-001879 · doc4.xml · nonDerivative · entry 1 Weisbaum Michele R. · CIK 0001518012 · SVP, CLO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,139 F1 · price: The Reporting Person has been granted 7,367 shares of restricted stock under the Issuer's Amended and Restated Omnibus Equity Compensation Plan. These shares will vest in full over three years, with 33.33% vesting per year beginning on January 22, 2020. F2 · balance_after: 13,243 shares remain subject to vesting. Read SEC document |
| March 12, 2018 Filed Mar 13, 2018 20:22 UTC | ACRES Commercial Realty Corp. RSO · Entity 6763 | PurchaseCommon Stock | 1,000 | $9.20 | $9,200.00 |
DisclosureSEC source: 0001140361-18-013262 · doc1.xml · nonDerivative · entry 1 Weisbaum Michele R. · CIK 0001518012 · SVP, CLO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,772 F1 · balance_after: 7,612 shares remain subject to vesting. Read SEC document |
| January 18, 2018 Filed Jan 22, 2018 21:39 UTC | ACRES Commercial Realty Corp. RSO · Entity 6763 | GrantCommon Stock | 5,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-002774 · doc1.xml · nonDerivative · entry 1 Weisbaum Michele R. · CIK 0001518012 · SVP, CLO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,772 F1 · price: The undersigned has been granted 5,208 shares of restricted common stock under the issuer's Amended & Restated Omnibus Equity Compensation Plan. These shares will vest in full over three years, with 33.33% vesting per year beginning on January 18, 2019. F2 · balance_after: 8,813 shares remain subject to vesting. Read SEC document |
| January 25, 2017 Filed Jan 27, 2017 22:16 UTC | ACRES Commercial Realty Corp. RSO · Entity 6763 | GrantCommon Stock | 3,605 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-003229 · doc1.xml · nonDerivative · entry 1 Weisbaum Michele R. · CIK 0001518012 · SVP, CLO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,564 F1 · price: The undersigned was granted 3,605 restricted common shares under the issuer's Amended & Restated Omnibus Equity Compensation Plan. These shares will vest in full over three years, with 33.33% vesting per year beginning on January 25, 2018. Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 21:17 UTC | ACRES Commercial Realty Corp. RSO · Entity 6763 | PurchaseCommon Stock | 500 | $9.16 | $4,580.00 |
DisclosureSEC source: 0000899243-16-034321 · doc4.xml · nonDerivative · entry 1 Weisbaum Michele R. · CIK 0001518012 · SVP, Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,959 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.