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 | 158,632 |
Ending reported balance
After 2026-02-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-23 · Exercise / conversion · Acquired 5,280 · Balance 160,984 F1: On February 23, 2023, the reporting person was granted 21,119 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 (5,280 shares) and were settled in PDM common stock. In connection with this vesting, 2,352 shares were forfeited by the employee and delivered to PDM to satisfy tax withholding obligations. F2: 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. Row 2 · 2026-02-23 · Tax withholding · Disposed 2,352 · Balance 158,632 F1: On February 23, 2023, the reporting person was granted 21,119 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 (5,280 shares) and were settled in PDM common stock. In connection with this vesting, 2,352 shares were forfeited by the employee and delivered to PDM to satisfy tax withholding obligations. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 89,265 |
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 5,280 · Balance 89,265 F2: 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. F1: On February 23, 2023, the reporting person was granted 21,119 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 (5,280 shares) and were settled in PDM common stock. In connection with this vesting, 2,352 shares were forfeited by the employee and delivered to PDM to satisfy tax withholding obligations. |
Filing footnotes · ownership attribution and instrument terms
F1: On February 23, 2023, the reporting person was granted 21,119 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 (5,280 shares) and were settled in PDM common stock. In connection with this vesting, 2,352 shares were forfeited by the employee and delivered to PDM to satisfy tax withholding obligations.
F2: 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.
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 |
|---|---|---|---|---|---|---|
| January 03, 2019 Filed Jan 7, 2019 21:47 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Tax withholdingCommon Stock | 651 | $17.15 | $11,164.65 |
DisclosureSEC source: 0001042776-19-000008 · wf-form4_154689763700962.xml · nonDerivative · entry 1 Wells George M. · CIK 0001658079 · EVP- Southeast Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,102 F1 · shares: In connection with the vesting of 1,824 shares of deferred stock on January 3, 2019 (representing 20% of an initial grant made on January 3, 2014), 651 shares were forfeited by the employee and delivered to the Company to satisfy tax withholding obligations. Read SEC document |
| May 24, 2018 Filed May 29, 2018 20:55 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Tax withholdingCommon Stock | 343 | $18.64 | $6,393.52 |
DisclosureSEC source: 0001042776-18-000144 · wf-form4_152762725916225.xml · nonDerivative · entry 1 Wells George M. · CIK 0001658079 · EVP- Southeast Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,753 F1 · shares: In connection with the vesting of 1,130 shares of deferred stock on May 24, 2018 (representing 25% of an initial grant made on May 24, 2016), 343 shares were forfeited by the employee and delivered to the Company to satisfy tax withholding obligations. Read SEC document |
| May 18, 2018 Filed May 22, 2018 20:57 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Tax withholdingCommon Stock | 401 | $17.93 | $7,189.93 |
DisclosureSEC source: 0001042776-18-000130 · wf-form4_152702264403431.xml · nonDerivative · entry 1 Wells George M. · CIK 0001658079 · EVP- Southeast Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,096 F1 · shares: In connection with the vesting of 1,321 shares of deferred stock on May 18, 2018 (representing 25% of an initial grant made on May 18, 2017), 401 shares were forfeited by the employee and delivered to the Company to satisfy tax withholding obligations. Read SEC document |
| May 17, 2018 Filed May 18, 2018 21:00 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Tax withholdingCommon Stock | 511 | $17.84 | $9,116.24 |
DisclosureSEC source: 0001042776-18-000109 · wf-form4_152667716142350.xml · nonDerivative · entry 2 Wells George M. · CIK 0001658079 · EVP- Southeast Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,497 F2 · shares: In connection with the vesting of 25% of the restricted stock award (1,681 shares) on May 17, 2018, 511 shares were forfeited by the employee and delivered to the Company to satisfy tax withholding obligations. Read SEC document |
| May 17, 2018 Filed May 18, 2018 21:00 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | GrantCommon Stock | 6,726 | $0.00 | $0.00 |
DisclosureSEC source: 0001042776-18-000109 · wf-form4_152667716142350.xml · nonDerivative · entry 1 Wells George M. · CIK 0001658079 · EVP- Southeast Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,008 F1 · shares: Of the shares granted, 25% vest on the day of the grant, and the remaining shares vest ratably on the anniversary date of the grant date over the following three years. Read SEC document |
| May 01, 2018 Filed May 3, 2018 20:44 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Tax withholdingCommon Stock | 340 | $18.10 | $6,154.00 |
DisclosureSEC source: 0001042776-18-000069 · wf-form4_152538027308045.xml · nonDerivative · entry 1 Wells George M. · CIK 0001658079 · EVP- Southeast Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,282 F1 · shares: In connection with the vesting of 1,120 shares of deferred stock on May 1, 2018 (representing 25% of an initial grant made on May 1, 2015), 340 shares were forfeited by the employee and delivered to the Company to satisfy tax withholding obligations. Read SEC document |
| February 08, 2018 Filed Feb 12, 2018 21:36 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Tax withholdingCommon Stock | 1,390 | $17.47 | $24,283.30 |
DisclosureSEC source: 0001042776-18-000034 · wf-form4_151847136456469.xml · nonDerivative · entry 2 Wells George M. · CIK 0001658079 · EVP- Southeast Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,622 F2 · shares: In connection with the grant of the unrestricted stock award (4,016 shares) on February 8, 2018, 1,390 shares were forfeited by the employee and delivered to the Company to satisfy tax withholding obligations. Read SEC document |
| February 08, 2018 Filed Feb 12, 2018 21:36 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | GrantCommon Stock | 4,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001042776-18-000034 · wf-form4_151847136456469.xml · nonDerivative · entry 1 Wells George M. · CIK 0001658079 · EVP- Southeast Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,012 F1 · shares: Such shares were granted without restriction pursuant to the performance share component of the 2015-2017 Long Term Incentive Compensation plan. Read SEC document |
| January 03, 2018 Filed Jan 5, 2018 21:42 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Tax withholdingCommon Stock | 705 | $19.51 | $13,754.55 |
DisclosureSEC source: 0001042776-18-000008 · wf-form4_151518855870891.xml · nonDerivative · entry 1 Wells George M. · CIK 0001658079 · EVP- Southeast Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,996 F1 · shares: In connection with the vesting of 1,824 shares of deferred stock on January 3, 2018 (representing 20% of an initial grant made on January 3, 2014), 705 shares were forfeited by the employee and delivered to the Company to satisfy tax withholding obligations. Read SEC document |
| May 24, 2017 Filed May 26, 2017 10:35 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Tax withholdingCommon Stock | 377 | $21.59 | $8,139.43 |
DisclosureSEC source: 0001042776-17-000151 · wf-form4_149579491862626.xml · nonDerivative · entry 1 Wells George M. · CIK 0001658079 · EVP- Southeast Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,701 F1 · shares: In connection with the vesting of 1,130 shares of deferred stock on May 24, 2017 (representing 25% of an initial grant made on May 24, 2016), 377 shares were forfeited by the employee and delivered to the Company to satisfy tax withholding obligations. Read SEC document |
| May 18, 2017 Filed May 22, 2017 20:41 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Tax withholdingCommon Stock | 441 | $21.38 | $9,428.58 |
DisclosureSEC source: 0001042776-17-000124 · wf-form4_149548568494486.xml · nonDerivative · entry 2 Wells George M. · CIK 0001658079 · EVP- Southeast Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,078 F2 · shares: In connection with the vesting of 25% of the restricted stock award (1,321 shares) on May 18, 2017, 441 shares were forfeited by the employee and delivered to the Company to satisfy tax withholding obligations. Read SEC document |
| May 18, 2017 Filed May 22, 2017 20:41 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | GrantCommon Stock | 5,285 | $0.00 | $0.00 |
DisclosureSEC source: 0001042776-17-000124 · wf-form4_149548568494486.xml · nonDerivative · entry 1 Wells George M. · CIK 0001658079 · EVP- Southeast Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,519 F1 · shares: Of the shares granted, 25% vest on the day of the grant, and the remaining shares vest ratably on the anniversary date of the grant date over the following three years. Read SEC document |
| May 09, 2017 Filed May 11, 2017 20:47 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Tax withholdingCommon Stock | 239 | $21.38 | $5,109.82 |
DisclosureSEC source: 0001042776-17-000083 · wf-form4_149453564265114.xml · nonDerivative · entry 1 Wells George M. · CIK 0001658079 · EVP- Southeast Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,234 F1 · shares: In connection with the vesting of 25% of the restricted stock award (716 shares) on May 9, 2017, 239 shares were forfeited by the employee and delivered to the Company to satisfy tax withholding obligations. Read SEC document |
| May 01, 2017 Filed May 3, 2017 20:55 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Tax withholdingCommon Stock | 374 | $22.09 | $8,261.66 |
DisclosureSEC source: 0001042776-17-000064 · wf-form4_149384493846547.xml · nonDerivative · entry 1 Wells George M. · CIK 0001658079 · EVP- Southeast Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,473 F1 · shares: In connection with the vesting of 1,119 shares of deferred stock on May 1, 2017 (representing 25% of an initial grant made on May 1, 2015), 374 shares were forfeited by the employee and delivered to the Company to satisfy tax withholding obligations. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 23:00 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Tax withholdingCommon Stock | 984 | $22.00 | $21,648.00 |
DisclosureSEC source: 0001042776-17-000032 · wf-form4_148711322065563.xml · nonDerivative · entry 2 Wells George M. · CIK 0001658079 · EVP- Southeast Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,847 F2 · shares: In connection with the grant of the unrestricted stock award (2,544 shares) on February 10, 2017, 984 shares were forfeited by the employee and delivered to the Company to satisfy tax withholding obligations. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 23:00 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | GrantCommon Stock | 2,544 | $0.00 | $0.00 |
DisclosureSEC source: 0001042776-17-000032 · wf-form4_148711322065563.xml · nonDerivative · entry 1 Wells George M. · CIK 0001658079 · EVP- Southeast Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,831 F1 · shares: Such shares were granted without restriction pursuant to the performance share component of the 2014 Long Term Incentive Compensation plan. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 22:02 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Tax withholdingCommon Stock | 705 | $21.03 | $14,826.15 |
DisclosureSEC source: 0001042776-17-000008 · wf-form4_148365373414242.xml · nonDerivative · entry 1 Wells George M. · CIK 0001658079 · EVP- Southeast Region 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,287 F1 · shares: In connection with the vesting of 1,823 shares of deferred stock on January 3, 2017 (representing 20% of an initial grant made on January 3, 2014), 705 shares were forfeited by the employee and delivered to the Company to satisfy tax withholding obligations. 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.