Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EPR PROPERTIESEPR · Entity 3975 | EVP | February 23, 2026 | February 25, 2026 |
| REALTY INCOME CORPO · Entity 3009 | EVP, Asset Mgmt & RE Ops | February 17, 2021 | February 19, 2021 |
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.
EPR PROPERTIES
Report date February 23, 2026 · Filed February 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 49,274 |
Reported balance
After 2026-02-23 transaction · row 1
1 source rowRow 1 · 2026-02-23 · Grant · Acquired 28,489 · Balance 49,274 F1: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2027. |
| Common Shares of Beneficial InterestSEC Table I · non-derivative | IndirectThe Fox Revocable Living Trust | 2,892 |
Reported balance
Holding disclosure · report date 2026-02-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,892 |
Filing footnotes · ownership attribution and instrument terms
F1: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2027.
REALTY INCOME CORP
Report date February 17, 2021 · Filed February 19, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,560 |
Ending reported balance
After 2021-02-17 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2021-02-17 · Grant · Acquired 2,732 · Balance 11,498 F1: Shares granted through an incentive plan; no consideration was paid. Shares vest evenly over 4 years. Row 2 · 2021-02-17 · Grant · Acquired 6,910 · Balance 18,408 F2: Represents shares and units awarded as a result of the Company having met certain performance criteria, pursuant to the reporting person's grant of performance shares on February 16, 2018. Fifty percent were issued as common stock that immediately vested. The remaining fifty percent are units subject to time vesting through January 1, 2022. Row 3 · 2021-02-17 · Tax withholding · Disposed 1,848 · Balance 16,560 F3: Represents shares automatically withheld upon the issuance of 3,455 shares of common stock on February 17, 2021, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares granted through an incentive plan; no consideration was paid. Shares vest evenly over 4 years.
F2: Represents shares and units awarded as a result of the Company having met certain performance criteria, pursuant to the reporting person's grant of performance shares on February 16, 2018. Fifty percent were issued as common stock that immediately vested. The remaining fifty percent are units subject to time vesting through January 1, 2022.
F3: Represents shares automatically withheld upon the issuance of 3,455 shares of common stock on February 17, 2021, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding.
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 23, 2026 Filed Feb 25, 2026 20:57 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 28,489 | $0.00 | $0.00 |
DisclosureSEC source: 0001660200-26-000003 · wk-form4_1772053042.xml · nonDerivative · entry 1 Fox Benjamin N · CIK 0001660200 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,274 F1 · kind: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2027. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 21:16 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 7,584 | $0.00 | $0.00 |
DisclosureSEC source: 0001660200-26-000001 · wk-form4_1767734164.xml · nonDerivative · entry 4 Fox Benjamin N · CIK 0001660200 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,785 F3 · kind: The Common Shares of Beneficial Interest were granted to the Reporting Person as long-term incentive compensation and vest in four annual installments, beginning January 1, 2027. F3 · price: The Common Shares of Beneficial Interest were granted to the Reporting Person as long-term incentive compensation and vest in four annual installments, beginning January 1, 2027. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 21:16 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 2,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001660200-26-000001 · wk-form4_1767734164.xml · nonDerivative · entry 3 Fox Benjamin N · CIK 0001660200 · EVP 10b5-1 filing: No plan indicated Ownership: Indirect · The Fox Revocable Living Trust Disclosed balance after: 2,892 F2 · kind: This transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 21:16 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 2,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001660200-26-000001 · wk-form4_1767734164.xml · nonDerivative · entry 2 Fox Benjamin N · CIK 0001660200 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,201 F2 · kind: This transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 21:16 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 1,509 | $49.90 | $75,299.10 |
DisclosureSEC source: 0001660200-26-000001 · wk-form4_1767734164.xml · nonDerivative · entry 1 Fox Benjamin N · CIK 0001660200 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,093 F1 · kind: The Common Shares of Beneficial Interest were assigned to the Company to satisfy the reporting person's tax withholding obligations in connection with the vesting of equity awards. Read SEC document |
| August 14, 2025 Filed Aug 15, 2025 18:29 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 17,602 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000128 · wk-form4_1755282545.xml · nonDerivative · entry 1 Fox Benjamin N · CIK 0001660200 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,602 F1 · kind: The Common Shares of Beneficial Interest were granted to the Reporting Person as long-term incentive compensation and will vest in four annual installments, beginning January 1, 2026. F1 · shares: The Common Shares of Beneficial Interest were granted to the Reporting Person as long-term incentive compensation and will vest in four annual installments, beginning January 1, 2026. F1 · price: The Common Shares of Beneficial Interest were granted to the Reporting Person as long-term incentive compensation and will vest in four annual installments, beginning January 1, 2026. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 21:19 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 1,848 | $61.76 | $114,132.48 |
DisclosureSEC source: 0000726728-21-000032 · edgardoc.xml · nonDerivative · entry 3 Fox Benjamin N · CIK 0001660200 · EVP, Asset Mgmt & RE Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,560 F3 · shares: Represents shares automatically withheld upon the issuance of 3,455 shares of common stock on February 17, 2021, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 21:19 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 6,910 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-21-000032 · edgardoc.xml · nonDerivative · entry 2 Fox Benjamin N · CIK 0001660200 · EVP, Asset Mgmt & RE Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,408 F2 · price: Represents shares and units awarded as a result of the Company having met certain performance criteria, pursuant to the reporting person's grant of performance shares on February 16, 2018. Fifty percent were issued as common stock that immediately vested. The remaining fifty percent are units subject to time vesting through January 1, 2022. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 21:19 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 2,732 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-21-000032 · edgardoc.xml · nonDerivative · entry 1 Fox Benjamin N · CIK 0001660200 · EVP, Asset Mgmt & RE Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,498 F1 · price: Shares granted through an incentive plan; no consideration was paid. Shares vest evenly over 4 years. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 23:17 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 2,133 | $62.17 | $132,608.61 |
DisclosureSEC source: 0000726728-21-000008 · edgardoc.xml · nonDerivative · entry 1 Fox Benjamin N · CIK 0001660200 · EVP, Asset Mgmt & RE Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,766 F1 · shares: This amount represents shares automatically withheld upon the vesting of 3,733 restricted shares of common stock on January 1, 2021, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| November 10, 2020 Filed Nov 13, 2020 21:19 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 727 | $64.67 | $47,015.09 |
DisclosureSEC source: 0000726728-20-000104 · edgardoc.xml · nonDerivative · entry 1 Fox Benjamin N · CIK 0001660200 · EVP, Asset Mgmt & RE Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,899 F1 · shares: This amount represents shares automatically withheld upon the vesting of 1,382 restricted shares of common stock on November 10, 2020, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| February 13, 2020 Filed Feb 19, 2020 02:07 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 1,815 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-20-000024 · edgardoc.xml · nonDerivative · entry 1 Fox Benjamin N · CIK 0001660200 · EVP, Asset Mgmt & RE Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,626 F1 · price: Shares granted through an incentive plan; no consideration was paid. Shares vest over 4 years. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 22:26 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 2,271 | $73.63 | $167,213.73 |
DisclosureSEC source: 0000726728-20-000006 · edgardoc.xml · nonDerivative · entry 1 Fox Benjamin N · CIK 0001660200 · EVP, Asset Mgmt & RE Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,811 F1 · shares: This amount represents shares automatically withheld upon the vesting of 4,044 restricted shares of common stock on January 1, 2020, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| November 10, 2019 Filed Nov 13, 2019 21:27 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 730 | $76.32 | $55,713.60 |
DisclosureSEC source: 0000726728-19-000101 · edgardoc.xml · nonDerivative · entry 1 Fox Benjamin N · CIK 0001660200 · EVP, AM & RE Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,082 F1 · shares: This amount represents shares automatically withheld upon the vesting of 1,382 restricted shares of common stock on November 10, 2019, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| May 24, 2019 Filed May 28, 2019 21:53 UTC | REALTY INCOME CORP O · Entity 3009 | SaleCommon Stock | 2,631 | $70.70 | $186,011.70 |
DisclosureSEC source: 0000726728-19-000067 · edgardoc.xml · nonDerivative · entry 1 Fox Benjamin N · CIK 0001660200 · EVP, AM & RE Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,812 Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:43 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 1,150 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-19-000027 · edgardoc.xml · nonDerivative · entry 1 Fox Benjamin N · CIK 0001660200 · EVP, AM & RE Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,443 F1 · price: Shares granted through an incentive plan; no consideration was paid. Shares vest over 4 years. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 22:50 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 2,494 | $63.04 | $157,221.76 |
DisclosureSEC source: 0000726728-19-000009 · edgardoc.xml · nonDerivative · entry 1 Fox Benjamin N · CIK 0001660200 · EVP, Asset Mgmt & RE Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,293 F1 · shares: This amount represents shares automatically withheld upon the vesting of 4,444 restricted shares of common stock on January 1, 2019, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| November 10, 2018 Filed Nov 14, 2018 21:53 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 724 | $62.76 | $45,438.24 |
DisclosureSEC source: 0000726728-18-000112 · edgardoc.xml · nonDerivative · entry 1 Fox Benjamin N · CIK 0001660200 · EVP, Portfolio & Asset Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,787 F1 · shares: This amount represents shares automatically withheld upon the vesting of 1,382 restricted shares of common stock on November 10, 2018, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| March 11, 2018 Filed Mar 13, 2018 23:27 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 20 | $50.87 | $1,017.40 |
DisclosureSEC source: 0000726728-18-000040 · edgardoc.xml · nonDerivative · entry 1 Fox Benjamin N · CIK 0001660200 · EVP, Portfolio & Asset Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,511 F1 · shares: This amount represents shares automatically withheld upon the vesting of 43 restricted shares of common stock on March 11, 2018, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| March 06, 2018 Filed Mar 7, 2018 23:46 UTC | REALTY INCOME CORP O · Entity 3009 | SaleCommon Stock | 2,276 | $50.39 | $114,687.64 |
DisclosureSEC source: 0000726728-18-000034 · edgardoc.xml · nonDerivative · entry 1 Fox Benjamin N · CIK 0001660200 · EVP, Portfolio & Asset Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,531 Read SEC document |
| February 16, 2018 Filed Feb 22, 2018 01:40 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 5,504 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-18-000028 · edgardoc.xml · nonDerivative · entry 1 Fox Benjamin N · CIK 0001660200 · EVP, Portfolio & Asset Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,807 F1 · price: Shares granted through an incentive plan; no consideration was paid. Shares vest over 4 years. Read SEC document |
| January 01, 2018 Filed Jan 4, 2018 01:04 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 2,369 | $57.02 | $135,080.38 |
DisclosureSEC source: 0000726728-18-000015 · edgardoc.xml · nonDerivative · entry 1 Fox Benjamin N · CIK 0001660200 · EVP, Port. & Asset Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,303 F1 · shares: This amount represents shares automatically withheld upon the vesting of 4,024 restricted shares of common stock on January 1, 2018, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| November 10, 2017 Filed Nov 15, 2017 01:38 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 760 | $56.27 | $42,765.20 |
DisclosureSEC source: 0000726728-17-000091 · edgardoc.xml · nonDerivative · entry 1 Fox Benjamin N · CIK 0001660200 · SVP, Asset & Port. Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,672 F1 · shares: This amount represents shares automatically withheld upon the vesting of 1,381 restricted shares of common stock on November 10, 2017, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| March 20, 2017 Filed Mar 22, 2017 22:43 UTC | REALTY INCOME CORP O · Entity 3009 | SaleCommon Stock | 1,847 | $59.55 | $109,988.85 |
DisclosureSEC source: 0000726728-17-000052 · edgardoc.xml · nonDerivative · entry 1 Fox Benjamin N · CIK 0001660200 · SVP, Asset & Port. Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,432 Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 21:59 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 3,866 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-17-000029 · edgardoc.xml · nonDerivative · entry 1 Fox Benjamin N · CIK 0001660200 · SVP, Asset & Port. Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,279 F1 · price: Shares granted through an incentive plan; no consideration was paid. Shares vest over 5 years. Read SEC document |
| January 01, 2017 Filed Jan 5, 2017 01:52 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 2,244 | $57.48 | $128,985.12 |
DisclosureSEC source: 0000726728-17-000019 · edgardoc.xml · nonDerivative · entry 1 Fox Benjamin N · CIK 0001660200 · SVP, Asset & Port. Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,413 F1 · shares: This amount represents shares automatically withheld upon the vesting of 4,091 restricted shares of common stock on January 1, 2017, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| November 10, 2016 Filed Nov 16, 2016 00:11 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 5,527 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-16-000057 · edgardoc.xml · nonDerivative · entry 1 Fox Benjamin N · CIK 0001660200 · SVP, Asset & Port. Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,657 F1 · price: Shares granted through an incentive plan; no consideration was paid. Shares vest evenly over 4 years. 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.