Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Piedmont Realty Trust, Inc.PDM · Entity 4841 | EVP- Co-COO | February 23, 2026 | February 25, 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.
Piedmont Realty Trust, Inc.
Report date February 23, 2026 · Filed February 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 83,232 |
Ending reported balance
After 2026-02-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-23 · Exercise / conversion · Acquired 3,696 · Balance 84,879 F1: Each deferred stock unit represents a contingent right to receive one share of PDM common stock. Deferred stock units may be settled in cash or common stock at PDM's election. F2: On February 23, 2023, the reporting person was granted 14,784 deferred stock units, vesting in four equal, annual installments beginning on the anniversary of the grant date. On February 23, 2026, the third 25% of the grant vested (3,696 shares) and were settled in PDM common stock. In connection with this vesting, 1,647 shares were forfeited by the employee and delivered to PDM to satisfy tax withholding obligations. Row 2 · 2026-02-23 · Tax withholding · Disposed 1,647 · Balance 83,232 F2: On February 23, 2023, the reporting person was granted 14,784 deferred stock units, vesting in four equal, annual installments beginning on the anniversary of the grant date. On February 23, 2026, the third 25% of the grant vested (3,696 shares) and were settled in PDM common stock. In connection with this vesting, 1,647 shares were forfeited by the employee and delivered to PDM to satisfy tax withholding obligations. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 152,984 |
Reported balance
After 2026-02-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-23 · Exercise / conversion · Disposed 3,696 · Balance 152,984 F1: Each deferred stock unit represents a contingent right to receive one share of PDM common stock. Deferred stock units may be settled in cash or common stock at PDM's election. F2: On February 23, 2023, the reporting person was granted 14,784 deferred stock units, vesting in four equal, annual installments beginning on the anniversary of the grant date. On February 23, 2026, the third 25% of the grant vested (3,696 shares) and were settled in PDM common stock. In connection with this vesting, 1,647 shares were forfeited by the employee and delivered to PDM to satisfy tax withholding obligations. |
Filing footnotes · ownership attribution and instrument terms
F1: Each deferred stock unit represents a contingent right to receive one share of PDM common stock. Deferred stock units may be settled in cash or common stock at PDM's election.
F2: On February 23, 2023, the reporting person was granted 14,784 deferred stock units, vesting in four equal, annual installments beginning on the anniversary of the grant date. On February 23, 2026, the third 25% of the grant vested (3,696 shares) and were settled in PDM common stock. In connection with this vesting, 1,647 shares were forfeited by the employee and delivered to PDM to satisfy tax withholding obligations.
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 17, 2021 Filed Feb 18, 2021 21:42 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | GrantRestricted Stock Units · Derivative | 7,289 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001042776-21-000052 · wf-form4_161368451046281.xml · derivative · entry 3 Valente Alex · CIK 0001784602 · EVP- Southeast Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,746 Underlying: Common Stock · 7,289 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PDM common stock. Restricted stock units may be settled in cash or common stock at PDM's election. F4 · derivative.exercise_date: On February 17, 2021, the reporting person was granted 7,289 restricted stock units, vesting in four equal, annual installments beginning on the grant date. F4 · derivative.expiration_date: On February 17, 2021, the reporting person was granted 7,289 restricted stock units, vesting in four equal, annual installments beginning on the grant date. Read SEC document |
| February 17, 2021 Filed Feb 18, 2021 21:42 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Tax withholdingCommon Stock | 695 | $17.15 | $11,919.25 |
DisclosureSEC source: 0001042776-21-000052 · wf-form4_161368451046281.xml · nonDerivative · entry 2 Valente Alex · CIK 0001784602 · EVP- Southeast Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,408 F3 · shares: In connection with the vesting reported above, 695 shares were forfeited by the employee and delivered to PDM to satisfy tax withholding obligations. Read SEC document |
| February 17, 2021 Filed Feb 18, 2021 21:42 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Exercise / conversionCommon Stock | 1,823 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001042776-21-000052 · wf-form4_161368451046281.xml · nonDerivative · entry 1 Valente Alex · CIK 0001784602 · EVP- Southeast Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,103 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. F1 · price: Represents the vesting of 25% of an initial grant on February 17, 2021 of restricted stock units, which were settled in PDM common stock. F2 · price: Each restricted stock unit represents a contingent right to receive one share of PDM common stock. Restricted stock units may be settled in cash or common stock at PDM's election. Read SEC document |
| February 02, 2021 Filed Feb 4, 2021 21:35 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Tax withholdingCommon Stock | 2,714 | $15.68 | $42,555.52 |
DisclosureSEC source: 0001042776-21-000021 · wf-form4_161247451115038.xml · nonDerivative · entry 2 Valente Alex · CIK 0001784602 · EVP- Southeast Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,280 F2 · shares: In connection with the grant of the unrestricted stock award (5,606 shares) on February 2, 2021, 2,714 shares were forfeited by the employee and delivered to the Company to satisfy tax withholding obligations. Read SEC document |
| February 02, 2021 Filed Feb 4, 2021 21:35 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | GrantCommon Stock | 5,606 | $0.00 | $0.00 |
DisclosureSEC source: 0001042776-21-000021 · wf-form4_161247451115038.xml · nonDerivative · entry 1 Valente Alex · CIK 0001784602 · EVP- Southeast Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,994 F1 · shares: Such shares were granted without restriction pursuant to the performance share component of the 2018-2020 Long Term Incentive Compensation plan. Read SEC document |
| May 18, 2020 Filed May 19, 2020 20:33 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Tax withholdingCommon Stock | 246 | $14.70 | $3,616.20 |
DisclosureSEC source: 0001042776-20-000175 · wf-form4_158992041334692.xml · nonDerivative · entry 2 Valente Alex · CIK 0001784602 · EVP- Southeast Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,388 F2 · shares: In connection with the vesting of 702 shares on May 18, 2020 (representing 25% of deferred stock granted on May 18, 2017), 246 shares were forfeited by the reporting person and delivered to the Company to satisfy tax withholding obligations. Read SEC document |
| May 17, 2020 Filed May 19, 2020 20:33 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Tax withholdingCommon Stock | 310 | $13.60 | $4,216.00 |
DisclosureSEC source: 0001042776-20-000175 · wf-form4_158992041334692.xml · nonDerivative · entry 1 Valente Alex · CIK 0001784602 · EVP- Southeast Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,634 F1 · shares: In connection with the vesting of 883 shares on May 17, 2020 (representing 25% of deferred stock granted on May 17, 2018), 310 shares were forfeited by the reporting person and delivered to the Company to satisfy tax withholding obligations. Read SEC document |
| May 03, 2020 Filed May 5, 2020 20:40 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Tax withholdingCommon Stock | 232 | $16.75 | $3,886.00 |
DisclosureSEC source: 0001042776-20-000124 · wf-form4_158871123336695.xml · nonDerivative · entry 1 Valente Alex · CIK 0001784602 · EVP- Southeast Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,944 F1 · shares: In connection with the vesting of 662 shares of deferred stock on May 3, 2020 (representing 25% of an initial grant made on May 3, 2019), 232 shares were forfeited by the employee and delivered to the Company to satisfy tax withholding obligations. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 21:37 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Exercise / conversionRestricted Stock Units · Derivative | 820 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001042776-20-000066 · wf-form4_158232105555536.xml · derivative · entry 4 Valente Alex · CIK 0001784602 · EVP- Southeast Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,457 Underlying: Common Stock · 820 shares Expires not disclosed 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_price: Each restricted stock unit represents a contingent right to receive one share of PDM common stock. Restricted stock units may be settled in cash or common stock at PDM's election. F4 · derivative.exercise_date: On February 19, 2020, the reporting person was granted 3,277 restricted stock units, vesting in four equal, annual installments beginning on the grant date. F4 · derivative.expiration_date: On February 19, 2020, the reporting person was granted 3,277 restricted stock units, vesting in four equal, annual installments beginning on the grant date. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 21:37 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | GrantRestricted Stock Units · Derivative | 3,277 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001042776-20-000066 · wf-form4_158232105555536.xml · derivative · entry 3 Valente Alex · CIK 0001784602 · EVP- Southeast Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,277 Underlying: Common Stock · 3,277 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PDM common stock. Restricted stock units may be settled in cash or common stock at PDM's election. F4 · derivative.exercise_date: On February 19, 2020, the reporting person was granted 3,277 restricted stock units, vesting in four equal, annual installments beginning on the grant date. F4 · derivative.expiration_date: On February 19, 2020, the reporting person was granted 3,277 restricted stock units, vesting in four equal, annual installments beginning on the grant date. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 21:37 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Tax withholdingCommon Stock | 240 | $24.41 | $5,858.40 |
DisclosureSEC source: 0001042776-20-000066 · wf-form4_158232105555536.xml · nonDerivative · entry 2 Valente Alex · CIK 0001784602 · EVP- Southeast Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,176 F3 · shares: In connection with the vesting reported above, 240 shares were forfeited by the employee and delivered to PDM to satisfy tax withholding obligations. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 21:37 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Exercise / conversionCommon Stock | 820 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001042776-20-000066 · wf-form4_158232105555536.xml · nonDerivative · entry 1 Valente Alex · CIK 0001784602 · EVP- Southeast Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,416 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. F1 · price: Represents the vesting of 25% of an initial grant on February 19, 2020 of restricted stock units, which were settled in PDM common stock. F2 · price: Each restricted stock unit represents a contingent right to receive one share of PDM common stock. Restricted stock units may be settled in cash or common stock at PDM's election. 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.