Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COPT DEFENSE PROPERTIESCDP · Entity 4036 | Director · PRESIDENT/CEO | March 01, 2026 | March 03, 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.
COPT DEFENSE PROPERTIES
Report date March 01, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Profit Interest UnitsSEC Table II · derivative / convertible security | Direct | 1,124,411 |
Reported balance
After 2026-03-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-03-01 · Grant · Acquired 61,114 · Balance 1,124,411 F1: Each Profit Interest Unit will convert automatically into one share of beneficial interest, designated as a unit (an "OP Unit"), in COPT Defense Properties, L.P. when such Profit Interest Unit becomes vested and upon equalization of its capital account balance. OP Units are redeemable for cash, or, at the option of COPT Defense Properties, exchangeable for common shares of COPT Defense Properties, currently on a one-for-one basis. F2: Represents Profit Interest Units issued pursuant to the COPT Defense Properties 2017 Omnibus Equity and Incentive Plan. F3: The Profit Interest Units will vest in three equal installments over a three-year period. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Profit Interest Unit will convert automatically into one share of beneficial interest, designated as a unit (an "OP Unit"), in COPT Defense Properties, L.P. when such Profit Interest Unit becomes vested and upon equalization of its capital account balance. OP Units are redeemable for cash, or, at the option of COPT Defense Properties, exchangeable for common shares of COPT Defense Properties, currently on a one-for-one basis.
F2: Represents Profit Interest Units issued pursuant to the COPT Defense Properties 2017 Omnibus Equity and Incentive Plan.
F3: The Profit Interest Units will vest in three equal installments over a three-year period.
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, 2019 Filed Mar 5, 2019 22:13 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | Tax withholdingCommon Shares | 4,544 | $25.99 | $118,098.56 |
DisclosureSEC source: 0001179110-19-003299 · edgar.xml · nonDerivative · entry 3 BUDORICK STEPHEN E · CIK 0001169452 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,597 Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 22:13 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | Tax withholdingCommon Shares | 2,658 | $25.99 | $69,081.42 |
DisclosureSEC source: 0001179110-19-003299 · edgar.xml · nonDerivative · entry 2 BUDORICK STEPHEN E · CIK 0001169452 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,141 F1 · price: These shares were forfeited in a net share settlement in connection with restrictions laspsing on restricted shares. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 22:13 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | Tax withholdingCommon Shares | 3,275 | $25.99 | $85,117.25 |
DisclosureSEC source: 0001179110-19-003299 · edgar.xml · nonDerivative · entry 1 BUDORICK STEPHEN E · CIK 0001169452 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,799 F1 · price: These shares were forfeited in a net share settlement in connection with restrictions laspsing on restricted shares. Read SEC document |
| March 01, 2019 Filed Mar 21, 2019 20:11 UTC Amendment | COPT DEFENSE PROPERTIES OFC · Entity 4036 | GrantProfit Interest Units · Derivative | 33,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-004142 · edgar.xml · derivative · entry 4 BUDORICK STEPHEN E · CIK 0001169452 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,630 Underlying: Common Shares · 33,630 shares Expires not disclosed F2 · derivative.exercise_price: Each Profit Interest Unit will convert automatically into one share of beneficial interest, designated as a unit (an "OP Unit"), in Corporate Office Properties, L.P. when such Profit Interest Unit becomes vested and upon equalization of its capital account balance. OP Units are redeemable for cash, or, at the option of Corporate Office Properties Trust, exchangeable for common shares of Corporate Office Properties Trust, currently on a one-for-one basis. F3 · shares: Represents Profit Interest Units issued pursuant to the Corporate Office Properties Trust 2017 Omnibus Equity and Incentive Plan. F2 · derivative.exercise_date: Each Profit Interest Unit will convert automatically into one share of beneficial interest, designated as a unit (an "OP Unit"), in Corporate Office Properties, L.P. when such Profit Interest Unit becomes vested and upon equalization of its capital account balance. OP Units are redeemable for cash, or, at the option of Corporate Office Properties Trust, exchangeable for common shares of Corporate Office Properties Trust, currently on a one-for-one basis. F4 · derivative.exercise_date: The Profit Interest Units will vest in three equal installments over a three-year period. F2 · derivative.expiration_date: Each Profit Interest Unit will convert automatically into one share of beneficial interest, designated as a unit (an "OP Unit"), in Corporate Office Properties, L.P. when such Profit Interest Unit becomes vested and upon equalization of its capital account balance. OP Units are redeemable for cash, or, at the option of Corporate Office Properties Trust, exchangeable for common shares of Corporate Office Properties Trust, currently on a one-for-one basis. F4 · derivative.expiration_date: The Profit Interest Units will vest in three equal installments over a three-year period. Read SEC document |
| March 01, 2019 Filed Mar 21, 2019 20:11 UTC Amendment | COPT DEFENSE PROPERTIES OFC · Entity 4036 | Tax withholdingCommon Shares | 4,544 | $25.99 | $118,098.56 |
DisclosureSEC source: 0001179110-19-004142 · edgar.xml · nonDerivative · entry 3 BUDORICK STEPHEN E · CIK 0001169452 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,597 Read SEC document |
| March 01, 2019 Filed Mar 21, 2019 20:11 UTC Amendment | COPT DEFENSE PROPERTIES OFC · Entity 4036 | Tax withholdingCommon Shares | 2,658 | $25.99 | $69,081.42 |
DisclosureSEC source: 0001179110-19-004142 · edgar.xml · nonDerivative · entry 2 BUDORICK STEPHEN E · CIK 0001169452 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,141 F1 · price: These shares were forfeited in a net share settlement in connection with restrictions laspsing on restricted shares. Read SEC document |
| March 01, 2019 Filed Mar 21, 2019 20:11 UTC Amendment | COPT DEFENSE PROPERTIES OFC · Entity 4036 | Tax withholdingCommon Shares | 3,275 | $25.99 | $85,117.25 |
DisclosureSEC source: 0001179110-19-004142 · edgar.xml · nonDerivative · entry 1 BUDORICK STEPHEN E · CIK 0001169452 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,799 F1 · price: These shares were forfeited in a net share settlement in connection with restrictions laspsing on restricted shares. Read SEC document |
| January 18, 2019 Filed Jan 23, 2019 17:04 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | Tax withholdingCommon Shares | 11,573 | $23.47 | $271,618.31 |
DisclosureSEC source: 0001179110-19-000870 · edgar.xml · nonDerivative · entry 2 BUDORICK STEPHEN E · CIK 0001169452 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,074 Read SEC document |
| January 18, 2019 Filed Jan 23, 2019 17:04 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | GrantCommon Shares | 34,363 | $23.47 | $806,499.61 |
DisclosureSEC source: 0001179110-19-000870 · edgar.xml · nonDerivative · entry 1 BUDORICK STEPHEN E · CIK 0001169452 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,647 Read SEC document |
| December 31, 2018 Filed Jan 2, 2019 18:23 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | PurchaseCommon Shares | 1,206 | $20.74 | $25,012.44 |
DisclosureSEC source: 0001179110-19-000008 · edgar.xml · nonDerivative · entry 1 BUDORICK STEPHEN E · CIK 0001169452 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,284 Read SEC document |
| December 24, 2018 Filed Dec 26, 2018 18:32 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | PurchaseCommon Shares | 1,213 | $20.57 | $24,951.41 |
DisclosureSEC source: 0001179110-18-014252 · edgar.xml · nonDerivative · entry 1 BUDORICK STEPHEN E · CIK 0001169452 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,078 Read SEC document |
| December 14, 2018 Filed Dec 18, 2018 18:43 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | PurchaseCommon Shares | 1,115 | $22.42 | $24,998.30 |
DisclosureSEC source: 0001179110-18-014029 · edgar.xml · nonDerivative · entry 1 BUDORICK STEPHEN E · CIK 0001169452 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,865 Read SEC document |
| December 13, 2018 Filed Dec 13, 2018 20:25 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | PurchaseCommon Shares | 1,035 | $23.19 | $24,001.65 |
DisclosureSEC source: 0001179110-18-013820 · edgar.xml · nonDerivative · entry 1 BUDORICK STEPHEN E · CIK 0001169452 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,750 Read SEC document |
| December 11, 2018 Filed Dec 12, 2018 15:33 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | PurchaseCommon Shares | 990 | $24.24 | $23,997.60 |
DisclosureSEC source: 0001179110-18-013723 · edgar.xml · nonDerivative · entry 1 BUDORICK STEPHEN E · CIK 0001169452 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,715 Read SEC document |
| December 07, 2018 Filed Dec 10, 2018 14:33 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | PurchaseCommon Shares | 1,127 | $24.35 | $27,437.94 |
DisclosureSEC source: 0001179110-18-013611 · edgar.xml · nonDerivative · entry 1 BUDORICK STEPHEN E · CIK 0001169452 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,725 Read SEC document |
| December 06, 2018 Filed Dec 6, 2018 22:22 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | PurchaseCommon Shares | 2,070 | $24.14 | $49,969.80 |
DisclosureSEC source: 0001179110-18-013554 · edgar.xml · nonDerivative · entry 1 BUDORICK STEPHEN E · CIK 0001169452 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,598 Read SEC document |
| November 19, 2018 Filed Nov 20, 2018 19:58 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | PurchaseCommon Shares | 4,023 | $24.90 | $100,183.16 |
DisclosureSEC source: 0001179110-18-013032 · edgar.xml · nonDerivative · entry 1 BUDORICK STEPHEN E · CIK 0001169452 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,528 Read SEC document |
| October 31, 2018 Filed Oct 31, 2018 14:36 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | PurchaseCommon Shares | 610 | $25.73 | $15,697.31 |
DisclosureSEC source: 0001179110-18-012405 · edgar.xml · nonDerivative · entry 1 BUDORICK STEPHEN E · CIK 0001169452 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,505 Read SEC document |
| September 25, 2018 Filed Sep 27, 2018 20:47 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | PurchaseCommon Shares | 527 | $29.41 | $15,499.07 |
DisclosureSEC source: 0001179110-18-011687 · edgar.xml · nonDerivative · entry 1 BUDORICK STEPHEN E · CIK 0001169452 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,895 Read SEC document |
| June 28, 2018 Filed Jul 2, 2018 18:57 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | PurchaseCommon Shares | 526 | $28.34 | $14,906.84 |
DisclosureSEC source: 0001179110-18-009197 · edgar.xml · nonDerivative · entry 1 BUDORICK STEPHEN E · CIK 0001169452 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,368 Read SEC document |
| March 14, 2018 Filed Mar 16, 2018 17:01 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | PurchaseCommon Shares | 800 | $26.03 | $20,821.60 |
DisclosureSEC source: 0001179110-18-004431 · edgar.xml · nonDerivative · entry 1 BUDORICK STEPHEN E · CIK 0001169452 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,842 Read SEC document |
| March 13, 2018 Filed Mar 14, 2018 18:51 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | PurchaseCommon Shares | 800 | $26.22 | $20,972.00 |
DisclosureSEC source: 0001179110-18-004284 · edgar.xml · nonDerivative · entry 2 BUDORICK STEPHEN E · CIK 0001169452 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,042 Read SEC document |
| March 12, 2018 Filed Mar 14, 2018 18:51 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | PurchaseCommon Shares | 800 | $26.30 | $21,040.00 |
DisclosureSEC source: 0001179110-18-004284 · edgar.xml · nonDerivative · entry 1 BUDORICK STEPHEN E · CIK 0001169452 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,242 Read SEC document |
| March 08, 2018 Filed Mar 8, 2018 21:14 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | PurchaseCommon Shares | 800 | $25.91 | $20,724.00 |
DisclosureSEC source: 0001179110-18-003855 · edgar.xml · nonDerivative · entry 1 BUDORICK STEPHEN E · CIK 0001169452 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,442 Read SEC document |
| March 05, 2018 Filed Mar 6, 2018 18:38 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | Tax withholdingCommon Shares | 1,355 | $25.31 | $34,295.05 |
DisclosureSEC source: 0001179110-18-003574 · edgar.xml · nonDerivative · entry 1 BUDORICK STEPHEN E · CIK 0001169452 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,642 F1 · price: These shares were forfeited in a net share settlement in connection with restrictions laspsing on restricted shares. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 16:42 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | GrantCommon Shares | 28,222 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-18-003399 · edgar.xml · nonDerivative · entry 3 BUDORICK STEPHEN E · CIK 0001169452 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,997 F2 · price: These restricted shares, shall lapse equally over a 3 year period. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 16:42 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | Tax withholdingCommon Shares | 2,658 | $24.96 | $66,343.68 |
DisclosureSEC source: 0001179110-18-003399 · edgar.xml · nonDerivative · entry 2 BUDORICK STEPHEN E · CIK 0001169452 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,775 F1 · price: These shares were forfeited in a net share settlement in connection with restrictions laspsing on restricted shares. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 16:42 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | Tax withholdingCommon Shares | 3,026 | $24.96 | $75,528.96 |
DisclosureSEC source: 0001179110-18-003399 · edgar.xml · nonDerivative · entry 1 BUDORICK STEPHEN E · CIK 0001169452 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,433 F1 · price: These shares were forfeited in a net share settlement in connection with restrictions laspsing on restricted shares. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 22:31 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | Tax withholdingCommon Shares | 2,858 | $25.55 | $73,021.90 |
DisclosureSEC source: 0001179110-18-002780 · edgar.xml · nonDerivative · entry 2 BUDORICK STEPHEN E · CIK 0001169452 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,459 Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 22:31 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | GrantCommon Shares | 8,499 | $25.55 | $217,149.45 |
DisclosureSEC source: 0001179110-18-002780 · edgar.xml · nonDerivative · entry 1 BUDORICK STEPHEN E · CIK 0001169452 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,317 Read SEC document |
| March 06, 2017 Filed Mar 7, 2017 22:02 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | Tax withholdingCommon Shares | 1,325 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-004120 · edgar.xml · nonDerivative · entry 2 BUDORICK STEPHEN E · CIK 0001169452 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,818 F1 · price: These shares were forfeited in a net share settlement in connection with restrictions laspsing on restricted shares. Read SEC document |
| March 05, 2017 Filed Mar 7, 2017 22:02 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | Tax withholdingCommon Shares | 1,428 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-004120 · edgar.xml · nonDerivative · entry 1 BUDORICK STEPHEN E · CIK 0001169452 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,143 F1 · price: These shares were forfeited in a net share settlement in connection with restrictions laspsing on restricted shares. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:25 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | GrantRestricted Common Shares | 16,508 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-003777 · edgar.xml · nonDerivative · entry 2 BUDORICK STEPHEN E · CIK 0001169452 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,571 F2 · price: The restrictions on the shares shall vest equally over a 3 year period. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:25 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | Tax withholdingCommon Shares | 3,451 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-003777 · edgar.xml · nonDerivative · entry 1 BUDORICK STEPHEN E · CIK 0001169452 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,063 F1 · price: These shares were forfeited in a net share settlement in connection with restrictions laspsing on restricted shares. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 21:45 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | Tax withholdingCommon Shares | 3,619 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-002057 · edgar.xml · nonDerivative · entry 2 BUDORICK STEPHEN E · CIK 0001169452 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,514 F2 · price: These shares were forfeited in connection with a net share settlement relating to the PSU grant. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 21:45 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | GrantCommon Shares | 9,763 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-002057 · edgar.xml · nonDerivative · entry 1 BUDORICK STEPHEN E · CIK 0001169452 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,133 F1 · price: These shares were awarded in settlement of a 2014 Performance Share Unit award. Read SEC document |
| December 01, 2016 Filed Dec 2, 2016 21:58 UTC | COPT DEFENSE PROPERTIES OFC · Entity 4036 | Tax withholdingCommon Shares | 1,815 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-16-032337 · edgar.xml · nonDerivative · entry 1 BUDORICK STEPHEN E · CIK 0001169452 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,370 F1 · price: These shares were forfeited in a net share settlement in connection with restrictions laspsing on restricted shares. 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.