Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INDEPENDENCE REALTY TRUST, INC.IRT · Entity 4065 | Director · President and CFO | March 01, 2026 | March 03, 2026 |
| RAIT Financial TrustRAS · Entity 155141 | CFO & Treasurer | December 23, 2016 | December 27, 2016 |
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 | 404,484 |
Reported balance
After 2026-03-01 transaction · row 1
1 source rowRow 1 · 2026-03-01 · Tax withholding · Disposed 6,283 · Balance 404,484 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.
RAIT Financial Trust
Report date December 23, 2016 · Filed December 27, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 81,214 |
Reported balance
After 2016-12-23 transaction · row 1
1 source rowRow 1 · 2016-12-23 · Tax withholding · Disposed 11,658 · Balance 81,214 F1: This forfeiture was undertaken solely to satisfy a tax withholding liability relating to the modification of restricted share awards held by the reporting person pursuant to a Binding Memorandum of Understanding dated September 26, 2016 between the issuer and the reporting person (the "MOU"). The reporting person made the withholding election on December 23, 2016 with respect to restricted shares that were modified by the MOU as of December 20, 2016. |
Filing footnotes · ownership attribution and instrument terms
F1: This forfeiture was undertaken solely to satisfy a tax withholding liability relating to the modification of restricted share awards held by the reporting person pursuant to a Binding Memorandum of Understanding dated September 26, 2016 between the issuer and the reporting person (the "MOU"). The reporting person made the withholding election on December 23, 2016 with respect to restricted shares that were modified by the MOU as of December 20, 2016.
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 12, 2019 Filed Feb 14, 2019 21:19 UTC | INDEPENDENCE REALTY TRUST, INC. IRT · Entity 4065 | Tax withholdingCommon Stock | 45,276 | $10.58 | $479,020.08 |
DisclosureSEC source: 0001209191-19-010137 · doc4.xml · nonDerivative · entry 3 Sebra James J · CIK 0001401067 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,154 Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 21:19 UTC | INDEPENDENCE REALTY TRUST, INC. IRT · Entity 4065 | Exercise / conversionCommon Stock | 48,000 | $9.35 | $448,800.00 |
DisclosureSEC source: 0001209191-19-010137 · doc4.xml · nonDerivative · entry 2 Sebra James J · CIK 0001401067 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,430 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. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 21:19 UTC | INDEPENDENCE REALTY TRUST, INC. IRT · Entity 4065 | Tax withholdingCommon Stock | 4,439 | $10.51 | $46,653.89 |
DisclosureSEC source: 0001209191-19-010137 · doc4.xml · nonDerivative · entry 1 Sebra James J · CIK 0001401067 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,430 F1 · kind: This forfeiture was undertaken solely to satisfy a tax withholding liability relating to the vesting of restricted stock held by the reporting person. Read SEC document |
| March 08, 2018 Filed Mar 9, 2018 21:55 UTC | INDEPENDENCE REALTY TRUST, INC. IRT · Entity 4065 | Tax withholdingCommon Stock | 946 | $8.52 | $8,059.92 |
DisclosureSEC source: 0001209191-18-018536 · doc4.xml · nonDerivative · entry 3 Sebra James J · CIK 0001401067 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,869 F3 · date: This forfeiture was undertaken solely to satisfy a tax withholding liability relating to the vesting of restricted stock held by the reporting person. The reporting person made the withholding election on March 8, 2018 with respect to restricted stock that vested on February 28, 2018. F3 · kind: This forfeiture was undertaken solely to satisfy a tax withholding liability relating to the vesting of restricted stock held by the reporting person. The reporting person made the withholding election on March 8, 2018 with respect to restricted stock that vested on February 28, 2018. Read SEC document |
| March 08, 2018 Filed Mar 9, 2018 21:55 UTC | INDEPENDENCE REALTY TRUST, INC. IRT · Entity 4065 | Tax withholdingCommon Stock | 1,648 | $8.78 | $14,469.44 |
DisclosureSEC source: 0001209191-18-018536 · doc4.xml · nonDerivative · entry 2 Sebra James J · CIK 0001401067 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,815 F2 · date: This forfeiture was undertaken solely to satisfy a tax withholding liability relating to the vesting of restricted stock held by the reporting person. The reporting person made the withholding election on March 8, 2018 with respect to restricted stock that vested on February 18, 2018. F2 · kind: This forfeiture was undertaken solely to satisfy a tax withholding liability relating to the vesting of restricted stock held by the reporting person. The reporting person made the withholding election on March 8, 2018 with respect to restricted stock that vested on February 18, 2018. Read SEC document |
| March 08, 2018 Filed Mar 9, 2018 21:55 UTC | INDEPENDENCE REALTY TRUST, INC. IRT · Entity 4065 | Tax withholdingCommon Stock | 3,054 | $8.65 | $26,417.10 |
DisclosureSEC source: 0001209191-18-018536 · doc4.xml · nonDerivative · entry 1 Sebra James J · CIK 0001401067 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,463 F1 · date: This forfeiture was undertaken solely to satisfy a tax withholding liability relating to the vesting of restricted stock held by the reporting person. The reporting person made the withholding election on March 8, 2018 with respect to restricted stock that vested on February 12, 2018. F1 · kind: This forfeiture was undertaken solely to satisfy a tax withholding liability relating to the vesting of restricted stock held by the reporting person. The reporting person made the withholding election on March 8, 2018 with respect to restricted stock that vested on February 12, 2018. Read SEC document |
| February 23, 2018 Filed Feb 26, 2018 22:18 UTC | INDEPENDENCE REALTY TRUST, INC. IRT · Entity 4065 | GrantCommon Stock | 20,184 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013446 · doc4.xml · nonDerivative · entry 1 Sebra James J · CIK 0001401067 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,517 Read SEC document |
| February 22, 2018 Filed Feb 22, 2018 21:06 UTC | INDEPENDENCE REALTY TRUST, INC. IRT · Entity 4065 | PurchaseCommon Stock | 2,500 | $8.33 | $20,825.00 |
DisclosureSEC source: 0001209191-18-012324 · doc4.xml · nonDerivative · entry 1 Sebra James J · CIK 0001401067 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,333 Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 20:23 UTC | INDEPENDENCE REALTY TRUST, INC. IRT · Entity 4065 | Exercise / conversionStock Appreciation Right · Derivative | 8,000 | $0.00 Strike: $8.20 | $0.00 |
DisclosureSEC source: 0001209191-17-040818 · doc4.xml · derivative · entry 4 Sebra James J · CIK 0001401067 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,000 shares Expires 2019-01-31 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_date: These stock appreciation rights vested in three equal installments beginning on January 31, 2015. Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 20:23 UTC | INDEPENDENCE REALTY TRUST, INC. IRT · Entity 4065 | Tax withholdingCommon Stock | 798 | $10.09 | $8,051.82 |
DisclosureSEC source: 0001209191-17-040818 · doc4.xml · nonDerivative · entry 3 Sebra James J · CIK 0001401067 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,833 F1 · kind: The reporting person elected to satisfy the tax withholding obligations of the issuer with respect to the exercise of a portion of the reporting person's stock appreciation rights, which exercise was being settled with shares of common stock of the issuer, by having shares of common stock withheld from the shares of common stock issued in connection with such settlement. The shares of common stock so withheld are being reported herein as a disposition to the issuer. The aggregate value of the shares of common stock so withheld was based on the closing price of the shares of common stock on the NYSE MKT on the relevant settlement date which was $10.09 on June 15, 2017 and did not exceed the maximum applicable withholding tax rate for federal (including FICA), state, local and other tax liabilities. Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 20:23 UTC | INDEPENDENCE REALTY TRUST, INC. IRT · Entity 4065 | Disposition to issuerCommon Stock | 6,502 | $10.09 | $65,605.18 |
DisclosureSEC source: 0001209191-17-040818 · doc4.xml · nonDerivative · entry 2 Sebra James J · CIK 0001401067 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,631 Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 20:23 UTC | INDEPENDENCE REALTY TRUST, INC. IRT · Entity 4065 | Exercise / conversionCommon Stock | 8,000 | $8.20 | $65,600.00 |
DisclosureSEC source: 0001209191-17-040818 · doc4.xml · nonDerivative · entry 1 Sebra James J · CIK 0001401067 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,133 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. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 21:28 UTC | INDEPENDENCE REALTY TRUST, INC. IRT · Entity 4065 | GrantCommon Stock | 12,242 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-015867 · doc4.xml · nonDerivative · entry 1 Sebra James J · CIK 0001401067 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,133 Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 21:26 UTC | INDEPENDENCE REALTY TRUST, INC. IRT · Entity 4065 | Tax withholdingCommon Stock | 8,058 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-014759 · doc4.xml · nonDerivative · entry 1 Sebra James J · CIK 0001401067 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,891 F1 · date: This forfeiture was undertaken solely to satisfy tax withholding liabilities relating to the vesting of restricted stock awards held by the reporting person. The reporting person made the withholding election on February 23, 2017 with respect to restricted stock that vested on January 31, 2017, February 12, 2017 and February 18, 2017. The aggregate value of the common shares so withheld was based on the closing price of the common shares on the NYSE MKT on the relevant vesting date which was $9.23, $9.29 and $9.30, respectively, and did not exceed the minimum applicable withholding tax rate for federal (including FICA), state, local and other tax liabilities. F1 · kind: This forfeiture was undertaken solely to satisfy tax withholding liabilities relating to the vesting of restricted stock awards held by the reporting person. The reporting person made the withholding election on February 23, 2017 with respect to restricted stock that vested on January 31, 2017, February 12, 2017 and February 18, 2017. The aggregate value of the common shares so withheld was based on the closing price of the common shares on the NYSE MKT on the relevant vesting date which was $9.23, $9.29 and $9.30, respectively, and did not exceed the minimum applicable withholding tax rate for federal (including FICA), state, local and other tax liabilities. F1 · shares: This forfeiture was undertaken solely to satisfy tax withholding liabilities relating to the vesting of restricted stock awards held by the reporting person. The reporting person made the withholding election on February 23, 2017 with respect to restricted stock that vested on January 31, 2017, February 12, 2017 and February 18, 2017. The aggregate value of the common shares so withheld was based on the closing price of the common shares on the NYSE MKT on the relevant vesting date which was $9.23, $9.29 and $9.30, respectively, and did not exceed the minimum applicable withholding tax rate for federal (including FICA), state, local and other tax liabilities. F1 · price: This forfeiture was undertaken solely to satisfy tax withholding liabilities relating to the vesting of restricted stock awards held by the reporting person. The reporting person made the withholding election on February 23, 2017 with respect to restricted stock that vested on January 31, 2017, February 12, 2017 and February 18, 2017. The aggregate value of the common shares so withheld was based on the closing price of the common shares on the NYSE MKT on the relevant vesting date which was $9.23, $9.29 and $9.30, respectively, and did not exceed the minimum applicable withholding tax rate for federal (including FICA), state, local and other tax liabilities. Read SEC document |
| December 23, 2016 Filed Dec 27, 2016 20:05 UTC | RAIT Financial Trust RAS · Entity 155141 | Tax withholdingCommon Shares of Beneficial Interest | 11,658 | $3.37 | $39,287.46 |
DisclosureSEC source: 0001209191-16-156854 · doc4.xml · nonDerivative · entry 1 Sebra James J · CIK 0001401067 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,214 F1 · date: This forfeiture was undertaken solely to satisfy a tax withholding liability relating to the modification of restricted share awards held by the reporting person pursuant to a Binding Memorandum of Understanding dated September 26, 2016 between the issuer and the reporting person (the "MOU"). The reporting person made the withholding election on December 23, 2016 with respect to restricted shares that were modified by the MOU as of December 20, 2016. F1 · kind: This forfeiture was undertaken solely to satisfy a tax withholding liability relating to the modification of restricted share awards held by the reporting person pursuant to a Binding Memorandum of Understanding dated September 26, 2016 between the issuer and the reporting person (the "MOU"). The reporting person made the withholding election on December 23, 2016 with respect to restricted shares that were modified by the MOU as of December 20, 2016. Read SEC document |
| November 04, 2016 Filed Nov 7, 2016 13:31 UTC | INDEPENDENCE REALTY TRUST, INC. IRT · Entity 4065 | PurchaseCommon Stock | 2,500 | $7.90 | $19,750.00 |
DisclosureSEC source: 0001209191-16-148515 · doc4.xml · nonDerivative · entry 1 Sebra James J · CIK 0001401067 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,949 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.