Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Elme CommunitiesELME · Entity 6525 | Director | December 15, 2025 | December 17, 2025 |
| TRUIST FINANCIAL CORPTFC · Entity 1440 | Director | February 24, 2026 | February 26, 2026 |
| Uniti Group LLCUNIT · Entity 76955 | Director | February 21, 2024 | February 23, 2024 |
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.
Elme Communities
Report date December 15, 2025 · Filed December 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,167.3154 |
Reported balance
After 2025-12-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-12-15 · Grant · Acquired 2,883 · Balance 35,167.3154 F1: These are Restricted Share Units granted pursuant to the Elme Communities 2016 Incentive Plan (as amended and restates effective as of May 30, 2024) and the Company's Deferred Compensation Plan for Directors - the number of shares awarded is based on the closing price on 12/15/2025 of $17.34. The units settle only in stock. F2: Reflects the acquisition of 333.985 dividend equivalent units received during the fourth quarter of 2025 pursuant to the Company's Deferred Compensation Plan for Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: These are Restricted Share Units granted pursuant to the Elme Communities 2016 Incentive Plan (as amended and restates effective as of May 30, 2024) and the Company's Deferred Compensation Plan for Directors - the number of shares awarded is based on the closing price on 12/15/2025 of $17.34. The units settle only in stock.
F2: Reflects the acquisition of 333.985 dividend equivalent units received during the fourth quarter of 2025 pursuant to the Company's Deferred Compensation Plan for Directors.
TRUIST FINANCIAL CORP
Report date February 24, 2026 · Filed February 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 23,542 |
Reported balance
After 2026-02-24 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-02-24 · Grant · Acquired 4,027 · Balance 23,542 F1: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan, as amended, for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F2: Includes shares acquired as a result of dividend reinvestment since the last reported transaction. |
| Common StockSEC Table I · non-derivative | Direct | 27,969 |
Reported balance
Holding disclosure · report date 2026-02-24 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 27,969 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan, as amended, for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis.
F2: Includes shares acquired as a result of dividend reinvestment since the last reported transaction.
Uniti Group LLC
Report date February 21, 2024 · Filed February 23, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 153,558 |
Reported balance
After 2024-02-21 transaction · row 1
1 source rowRow 1 · 2024-02-21 · Grant · Acquired 35,988 · Balance 153,558 F1: Subject to the reporting person's continued service on the issuer's board of directors, these shares will vest on February 21, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Subject to the reporting person's continued service on the issuer's board of directors, these shares will vest on February 21, 2025.
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 |
|---|---|---|---|---|---|---|
| November 03, 2016 Filed Nov 7, 2016 18:24 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionCommon Stock | 4,285 | $27.75 | $118,908.75 |
DisclosureSEC source: 0001225208-16-041251 · doc4.xml · nonDerivative · entry 2 BANNER JENNIFER S · CIK 0001143953 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,598 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 |
| November 03, 2016 Filed Nov 7, 2016 18:24 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionCommon Stock | 5,797 | $34.29 | $198,779.13 |
DisclosureSEC source: 0001225208-16-041251 · doc4.xml · nonDerivative · entry 1 BANNER JENNIFER S · CIK 0001143953 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,313 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.