Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KITE REALTY GROUP TRUSTKRG · Entity 3865 | EVP & Chief Financial Officer | February 19, 2026 | February 23, 2026 |
| RETAIL PROPERTIES OF AMERICA, INC.RPAI · Entity 134290 | EVP, CFO & Treasurer | August 18, 2017 | August 21, 2017 |
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.
KITE REALTY GROUP TRUST
Report date February 19, 2026 · Filed February 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Limited Partnership Units of Kite Realty Group, L.P.SEC Table II · derivative / convertible security | Direct | 566,279 |
Reported balance
After 2026-02-19 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-02-19 · Grant · Acquired 42,807 · Balance 566,279 F1: Common Shares of beneficial interest, par value of $0.01 per share (the "Common Shares"), are issued upon the redemption and tender of Limited Partnership Units ("LP Units") of Kite Realty Group, L.P. on a one-for-one basis. LP Units have no expiration date. F2: Represents the grant of LTIP Units (as defined below) pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended (the "Plan"). These LTIP Units will vest in equal amounts on February 19, 2027, February 19, 2028, and February 19, 2029, subject to continued service by the reporting person through the applicable vesting date. LTIP Units ("LTIP Units") are a class of LP Units that, if vested, are convertible at the option of the holder, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into an equal number of LP Units. |
| Limited Partnership Units of Kite Realty Group, L.P.SEC Table II · derivative / convertible security | Direct | 600,244 |
Reported balance
After 2026-02-19 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-19 · Grant · Acquired 33,965 · Balance 600,244 F1: Common Shares of beneficial interest, par value of $0.01 per share (the "Common Shares"), are issued upon the redemption and tender of Limited Partnership Units ("LP Units") of Kite Realty Group, L.P. on a one-for-one basis. LP Units have no expiration date. F3: Represents LTIP Units under the Plan, which were earned based on the achievement of certain performance measures during the three-year performance period ended February 13, 2026. |
| Common SharesSEC Table I · non-derivative | Direct | 69,265 |
Reported balance
Holding disclosure · report date 2026-02-19 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 69,265 |
Filing footnotes · ownership attribution and instrument terms
F1: Common Shares of beneficial interest, par value of $0.01 per share (the "Common Shares"), are issued upon the redemption and tender of Limited Partnership Units ("LP Units") of Kite Realty Group, L.P. on a one-for-one basis. LP Units have no expiration date.
F2: Represents the grant of LTIP Units (as defined below) pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended (the "Plan"). These LTIP Units will vest in equal amounts on February 19, 2027, February 19, 2028, and February 19, 2029, subject to continued service by the reporting person through the applicable vesting date. LTIP Units ("LTIP Units") are a class of LP Units that, if vested, are convertible at the option of the holder, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into an equal number of LP Units.
F3: Represents LTIP Units under the Plan, which were earned based on the achievement of certain performance measures during the three-year performance period ended February 13, 2026.
RETAIL PROPERTIES OF AMERICA, INC.
Report date August 18, 2017 · Filed August 21, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 52,657 |
Reported balance
After 2017-08-18 transaction · row 1
1 source rowRow 1 · 2017-08-18 · Tax withholding · Disposed 3,524 · Balance 52,657 F1: Represents shares retained by the Issuer to satisfy withholding obligations on 10,908 shares of restricted stock granted to the reporting person on August 18, 2015. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares retained by the Issuer to satisfy withholding obligations on 10,908 shares of restricted stock granted to the reporting person on August 18, 2015.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Brookfield Property REIT Inc.
Report date August 27, 2018 · Filed August 29, 2018
Section 16 reporting ended · disclosed 2018-08-29. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-08-28 transaction · row 1
1 source rowRow 1 · 2018-08-28 · Disposition to issuer · Disposed 97,077 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of March 26, 2018, among Brookfield Property Partners L.P. ("BPY"), Goldfinch Merger Sub Corp., an indirect, wholly owned subsidiary of BPY ("Merger Sub"), and GGP Inc. (the "Issuer") (as amended on June 25, 2018, the "Merger Agreement"). At the effective time of the merger (the "Merger Effective Time") as contemplated in the Merger Agreement, each share of outstanding common stock (other than appraisal shares, shares of restricted common stock and certain other shares) was cancelled in exchange for $0.312 per share (the "Per Share Merger Consideration"). Includes 88,331 shares of restricted common stock which were cancelled and converted into shares of restricted Class A stock of the Issuer ("Class A Stock"), as contemplated in the Merger Agreement. |
| Class A StockSEC Table I · non-derivative | Direct | 162,259 |
Ending reported balance
After 2018-08-28 transaction · row 3
2 source rows · reconciled sequenceRow 2 · 2018-08-27 · Other · Acquired 8,623 · Balance 8,623 F2: Shares of the Issuer's class A stock, par value $0.01 per share ("class A stock"), were issued to certain holders of record of GGP common stock as of the end of trading on the New York Stock Exchange on July 27, 2018 (the "Pre-Closing Dividend"). The Pre-Closing Dividend consisted of either cash or equity (in the form of class A stock or limited partnership units of Brookfield Property Partners L.P. ("BPY")). Depending on the elections made by the Reporting Person, and the proration of the Pre-Closing Dividend pursuant to the Agreement and Plan of Merger, dated as of March 26, 2018, among BPY, Goldfinch Merger Sub Corp., an indirect, wholly owned subsidiary of BPY ("Merger Sub"), and the Issuer (as amended on June 25, 2018, the "Merger Agreement"), each share of the Issuer's common stock received up to 0.986 shares of class A stock or 0.986 limited partnership units of BPY. F3: (Continued from footnote 2) At this time, the number of shares of class A stock issued to the reporting person in the pre-closing dividend was unable to be determined, and for reporting purposes, we have assumed that the reporting person received the maximum number of shares of class A stock that could have been received. Row 3 · 2018-08-28 · Grant · Acquired 153,636 · Balance 162,259 F4: Includes 97,870 shares of unvested restricted Class A Stock received in respect of cancelled shares of time-vesting restricted common stock and 55,766 shares of unvested restricted Class A Stock received in respect of cancelled shares of performance-vesting restricted common stock, in each case pursuant to the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of March 26, 2018, among Brookfield Property Partners L.P. ("BPY"), Goldfinch Merger Sub Corp., an indirect, wholly owned subsidiary of BPY ("Merger Sub"), and GGP Inc. (the "Issuer") (as amended on June 25, 2018, the "Merger Agreement"). At the effective time of the merger (the "Merger Effective Time") as contemplated in the Merger Agreement, each share of outstanding common stock (other than appraisal shares, shares of restricted common stock and certain other shares) was cancelled in exchange for $0.312 per share (the "Per Share Merger Consideration"). Includes 88,331 shares of restricted common stock which were cancelled and converted into shares of restricted Class A stock of the Issuer ("Class A Stock"), as contemplated in the Merger Agreement.
F2: Shares of the Issuer's class A stock, par value $0.01 per share ("class A stock"), were issued to certain holders of record of GGP common stock as of the end of trading on the New York Stock Exchange on July 27, 2018 (the "Pre-Closing Dividend"). The Pre-Closing Dividend consisted of either cash or equity (in the form of class A stock or limited partnership units of Brookfield Property Partners L.P. ("BPY")). Depending on the elections made by the Reporting Person, and the proration of the Pre-Closing Dividend pursuant to the Agreement and Plan of Merger, dated as of March 26, 2018, among BPY, Goldfinch Merger Sub Corp., an indirect, wholly owned subsidiary of BPY ("Merger Sub"), and the Issuer (as amended on June 25, 2018, the "Merger Agreement"), each share of the Issuer's common stock received up to 0.986 shares of class A stock or 0.986 limited partnership units of BPY.
F3: (Continued from footnote 2) At this time, the number of shares of class A stock issued to the reporting person in the pre-closing dividend was unable to be determined, and for reporting purposes, we have assumed that the reporting person received the maximum number of shares of class A stock that could have been received.
F4: Includes 97,870 shares of unvested restricted Class A Stock received in respect of cancelled shares of time-vesting restricted common stock and 55,766 shares of unvested restricted Class A Stock received in respect of cancelled shares of performance-vesting restricted common stock, in each case pursuant to the Merger Agreement.
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 19, 2026 Filed Feb 23, 2026 23:57 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | GrantLimited Partnership Units of Kite Realty Group, L.P. · Derivative | 33,965 | $0.00 | $0.00 |
DisclosureSEC source: 0001651096-26-000002 · wk-form4_1771891060.xml · derivative · entry 3 Heath R Fear · CIK 0001651096 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 600,244 Underlying: Common Shares · 33,965 shares Expires not disclosed F1 · derivative.exercise_price: Common Shares of beneficial interest, par value of $0.01 per share (the "Common Shares"), are issued upon the redemption and tender of Limited Partnership Units ("LP Units") of Kite Realty Group, L.P. on a one-for-one basis. LP Units have no expiration date. F3 · shares: Represents LTIP Units under the Plan, which were earned based on the achievement of certain performance measures during the three-year performance period ended February 13, 2026. F1 · derivative.exercise_date: Common Shares of beneficial interest, par value of $0.01 per share (the "Common Shares"), are issued upon the redemption and tender of Limited Partnership Units ("LP Units") of Kite Realty Group, L.P. on a one-for-one basis. LP Units have no expiration date. F1 · derivative.expiration_date: Common Shares of beneficial interest, par value of $0.01 per share (the "Common Shares"), are issued upon the redemption and tender of Limited Partnership Units ("LP Units") of Kite Realty Group, L.P. on a one-for-one basis. LP Units have no expiration date. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 23:57 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | GrantLimited Partnership Units of Kite Realty Group, L.P. · Derivative | 42,807 | $0.00 | $0.00 |
DisclosureSEC source: 0001651096-26-000002 · wk-form4_1771891060.xml · derivative · entry 2 Heath R Fear · CIK 0001651096 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 566,279 Underlying: Common Shares · 42,807 shares Expires not disclosed F1 · derivative.exercise_price: Common Shares of beneficial interest, par value of $0.01 per share (the "Common Shares"), are issued upon the redemption and tender of Limited Partnership Units ("LP Units") of Kite Realty Group, L.P. on a one-for-one basis. LP Units have no expiration date. F2 · shares: Represents the grant of LTIP Units (as defined below) pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended (the "Plan"). These LTIP Units will vest in equal amounts on February 19, 2027, February 19, 2028, and February 19, 2029, subject to continued service by the reporting person through the applicable vesting date. LTIP Units ("LTIP Units") are a class of LP Units that, if vested, are convertible at the option of the holder, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into an equal number of LP Units. F1 · derivative.exercise_date: Common Shares of beneficial interest, par value of $0.01 per share (the "Common Shares"), are issued upon the redemption and tender of Limited Partnership Units ("LP Units") of Kite Realty Group, L.P. on a one-for-one basis. LP Units have no expiration date. F1 · derivative.expiration_date: Common Shares of beneficial interest, par value of $0.01 per share (the "Common Shares"), are issued upon the redemption and tender of Limited Partnership Units ("LP Units") of Kite Realty Group, L.P. on a one-for-one basis. LP Units have no expiration date. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 22:51 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | GrantLimited Partnership Units of Kite Realty Group, L.P. · Derivative | 17,267 | $0.00 | $0.00 |
DisclosureSEC source: 0001286043-25-000020 · wk-form4_1740091893.xml · derivative · entry 4 Heath R Fear · CIK 0001651096 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 523,472 Underlying: Common Shares · 17,267 shares Expires not disclosed F1 · derivative.exercise_price: Common Shares of beneficial interest, par value of $.01 per share are issued upon the redemption of Limited Partnership units ("LP Units") of Kite Realty Group L.P. on a one for one basis. LP Units have no expiration date. F5 · shares: Represents LTIP Units under the Plan, which were earned based on the achievement of certain performance measures during the three-year performance period ended February 14, 2025. F1 · derivative.exercise_date: Common Shares of beneficial interest, par value of $.01 per share are issued upon the redemption of Limited Partnership units ("LP Units") of Kite Realty Group L.P. on a one for one basis. LP Units have no expiration date. F1 · derivative.expiration_date: Common Shares of beneficial interest, par value of $.01 per share are issued upon the redemption of Limited Partnership units ("LP Units") of Kite Realty Group L.P. on a one for one basis. LP Units have no expiration date. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 22:51 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | GrantLimited Partnership Units of Kite Realty Group, L.P. · Derivative | 37,467 | $0.00 | $0.00 |
DisclosureSEC source: 0001286043-25-000020 · wk-form4_1740091893.xml · derivative · entry 3 Heath R Fear · CIK 0001651096 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 506,205 Underlying: Common Shares · 37,467 shares Expires not disclosed F1 · derivative.exercise_price: Common Shares of beneficial interest, par value of $.01 per share are issued upon the redemption of Limited Partnership units ("LP Units") of Kite Realty Group L.P. on a one for one basis. LP Units have no expiration date. F4 · shares: Represents the grant of LTIP Units pursuant to the the Plan. These LTIP Units will vest in equal amounts on 2/18/2026, 2/18/2027, and 2/18/2028, subject to continued service by the reporting person through the applicable vesting date. F1 · derivative.exercise_date: Common Shares of beneficial interest, par value of $.01 per share are issued upon the redemption of Limited Partnership units ("LP Units") of Kite Realty Group L.P. on a one for one basis. LP Units have no expiration date. F1 · derivative.expiration_date: Common Shares of beneficial interest, par value of $.01 per share are issued upon the redemption of Limited Partnership units ("LP Units") of Kite Realty Group L.P. on a one for one basis. LP Units have no expiration date. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 22:51 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | GrantLimited Partnership Units of Kite Realty Group, L.P. · Derivative | 80,863 | $0.00 | $0.00 |
DisclosureSEC source: 0001286043-25-000020 · wk-form4_1740091893.xml · derivative · entry 2 Heath R Fear · CIK 0001651096 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 468,738 Underlying: Common Shares · 80,863 shares Expires not disclosed F1 · derivative.exercise_price: Common Shares of beneficial interest, par value of $.01 per share are issued upon the redemption of Limited Partnership units ("LP Units") of Kite Realty Group L.P. on a one for one basis. LP Units have no expiration date. F2 · shares: Represents LTIP Units (as defined below) earned related to an award previously granted on January 14, 2022 pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended (the "Plan"). The numberof earned LTIP Units was based on the achievement of performance criteria as determined by the Compensation Committee of the Issuer's Board of Directors on February 18, 2025 with respect to a performance period commencing on October 23, 2021 and ending on December 31, 2024 (the "Performance Period") and represents the maximum number of LTIP Units eligible to be earned. LTIP Units ("LTIP Units") are a class of LP Units that, if vested, are convertible at the option of the holder, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into an equal number of LP Units. F3 · shares: The performance criteria measured the Kite Realty Group's achievement of the following pre-set components over the Performance Period (i) cumulative annualized net operating income for executed new leases, (ii) post-merger cash general and administrative expense synergies, and (iii) same property net operating income margin improvement, and the awards were further subject to adjustment based on absolute TSR performance over the Performance Period. F1 · derivative.exercise_date: Common Shares of beneficial interest, par value of $.01 per share are issued upon the redemption of Limited Partnership units ("LP Units") of Kite Realty Group L.P. on a one for one basis. LP Units have no expiration date. F1 · derivative.expiration_date: Common Shares of beneficial interest, par value of $.01 per share are issued upon the redemption of Limited Partnership units ("LP Units") of Kite Realty Group L.P. on a one for one basis. LP Units have no expiration date. Read SEC document |
| December 05, 2024 Filed Dec 6, 2024 21:20 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | Exercise / conversionLimited Partnership Units of Kite Realty Group, L.P. · Derivative | 46,512 | $0.00 | $0.00 |
DisclosureSEC source: 0001286043-24-000118 · wk-form4_1733520052.xml · derivative · entry 3 Heath R Fear · CIK 0001651096 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 387,875 Underlying: Common Shares · 46,512 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. F3 · derivative.exercise_price: Common Shares of beneficial interest, par value of $.01 per share (the "Common Shares") are issued upon the redemption of Limited Partnership units ("LP Units") of Kite Realty Group L.P. on a one for one basis. LP Units have no expiration date. F3 · derivative.exercise_date: Common Shares of beneficial interest, par value of $.01 per share (the "Common Shares") are issued upon the redemption of Limited Partnership units ("LP Units") of Kite Realty Group L.P. on a one for one basis. LP Units have no expiration date. F3 · derivative.expiration_date: Common Shares of beneficial interest, par value of $.01 per share (the "Common Shares") are issued upon the redemption of Limited Partnership units ("LP Units") of Kite Realty Group L.P. on a one for one basis. LP Units have no expiration date. Read SEC document |
| December 05, 2024 Filed Dec 6, 2024 21:20 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | Exercise / conversionLimited Partnership Units - Kite Realty Group, LP (AO LTIPs) · Derivative | 119,403 | $0.00 Strike: $16.69 | $0.00 |
DisclosureSEC source: 0001286043-24-000118 · wk-form4_1733520052.xml · derivative · entry 2 Heath R Fear · CIK 0001651096 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Limited Partnership Units of Kite Realty Group, L.P. · 119,403 shares Expires 2031-02-11 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 · derivative.exercise_price: The reporting person previously received a grant of AO LTIPs, pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan (as it may be amended and/or restated from time to time). AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group, L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common shares of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of the conversion over $16.69 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. Vested LTIPs into which AO LTIPs have been converted are further convertible, [footnote continued] F2 · derivative.exercise_price: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the period between the first year and the fifth anniversaries of the grant date, the reported closing price per Common Share appreciates at least 15% over the applicable Participation Threshold per AO LTIP (as set forth in the table above) for a minimum of 20 consecutive trading days. Under the award agreement, the AO LTIPs have a ten-year term from the grant date. F1 · price: The reporting person previously received a grant of AO LTIPs, pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan (as it may be amended and/or restated from time to time). AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group, L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common shares of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of the conversion over $16.69 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. Vested LTIPs into which AO LTIPs have been converted are further convertible, [footnote continued] F2 · price: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the period between the first year and the fifth anniversaries of the grant date, the reported closing price per Common Share appreciates at least 15% over the applicable Participation Threshold per AO LTIP (as set forth in the table above) for a minimum of 20 consecutive trading days. Under the award agreement, the AO LTIPs have a ten-year term from the grant date. F1 · derivative.exercise_date: The reporting person previously received a grant of AO LTIPs, pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan (as it may be amended and/or restated from time to time). AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group, L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common shares of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of the conversion over $16.69 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. Vested LTIPs into which AO LTIPs have been converted are further convertible, [footnote continued] F2 · derivative.exercise_date: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the period between the first year and the fifth anniversaries of the grant date, the reported closing price per Common Share appreciates at least 15% over the applicable Participation Threshold per AO LTIP (as set forth in the table above) for a minimum of 20 consecutive trading days. Under the award agreement, the AO LTIPs have a ten-year term from the grant date. F1 · derivative.expiration_date: The reporting person previously received a grant of AO LTIPs, pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan (as it may be amended and/or restated from time to time). AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group, L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common shares of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of the conversion over $16.69 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. Vested LTIPs into which AO LTIPs have been converted are further convertible, [footnote continued] F2 · derivative.expiration_date: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the period between the first year and the fifth anniversaries of the grant date, the reported closing price per Common Share appreciates at least 15% over the applicable Participation Threshold per AO LTIP (as set forth in the table above) for a minimum of 20 consecutive trading days. Under the award agreement, the AO LTIPs have a ten-year term from the grant date. Read SEC document |
| August 05, 2024 Filed Aug 7, 2024 20:25 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | Exercise / conversionLimited Partnership Units of Kite Realty Group, L.P. · Derivative | 20,337 | $0.00 | $0.00 |
DisclosureSEC source: 0001286043-24-000093 · wk-form4_1723062294.xml · derivative · entry 3 Heath R Fear · CIK 0001651096 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 341,363 Underlying: Common Shares · 20,337 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. F3 · derivative.exercise_price: Common Shares of beneficial interest, par value of $.01 per share (the "Common Shares") are issued upon the redemption of Limited Partnership units ("LP Units") of Kite Realty Group L.P. on a one for one basis. LP Units have no expiration date. F3 · derivative.exercise_date: Common Shares of beneficial interest, par value of $.01 per share (the "Common Shares") are issued upon the redemption of Limited Partnership units ("LP Units") of Kite Realty Group L.P. on a one for one basis. LP Units have no expiration date. F3 · derivative.expiration_date: Common Shares of beneficial interest, par value of $.01 per share (the "Common Shares") are issued upon the redemption of Limited Partnership units ("LP Units") of Kite Realty Group L.P. on a one for one basis. LP Units have no expiration date. F4 · balance_after: The reporting person's Form 4 filed on February 21, 2024 reflected that 36,313 LP Units, classified as LTIP Units, were granted to the reporting person on February 16, 2024 and would vest in equal amounts on 2/15/2025, 2/15/2026, and 2/15/2027, subject to continued service by the reporting person through the applicable vesting date. The Form 4 should have reflected that those LTIP Units would vest in equal amounts on 2/16/2025, 2/16/2026, and 2/16/2027, subject to continued service by the reporting person through the applicable vesting date. Read SEC document |
| August 05, 2024 Filed Aug 7, 2024 20:25 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | Exercise / conversionLimited Partnership Units - Kite Realty Group, LP (AO LTIPs) · Derivative | 75,675 | $0.00 Strike: $17.76 | $0.00 |
DisclosureSEC source: 0001286043-24-000093 · wk-form4_1723062294.xml · derivative · entry 2 Heath R Fear · CIK 0001651096 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Limited Partnership Units of Kite Realty Group, L.P. · 75,675 shares Expires 2026-02-11 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: The reporting person previously received a grant of limited partnership units in Kite Realty Group, L.P. designated as Class AO LTIP Units ("AO LTIPs"), purusant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended and restated as of February 28, 2019. AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group, L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common shares of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of the conversion over $17.76 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. Vested LTIPs into which AO LTIPs have been converted are further convertible, [footnote continued] F2 · price: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the period between the second year and the fifth year following the grant date, the reported closing price per Common Share appreciates at least 15% over the applicable Participation Threshold per AO LTIP (as set forth in the table above) for a minimum of 20 consecutive trading days. Under the award agreement, the AO LTIPs have a six-year term from the grant date. F1 · derivative.exercise_date: The reporting person previously received a grant of limited partnership units in Kite Realty Group, L.P. designated as Class AO LTIP Units ("AO LTIPs"), purusant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended and restated as of February 28, 2019. AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group, L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common shares of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of the conversion over $17.76 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. Vested LTIPs into which AO LTIPs have been converted are further convertible, [footnote continued] F2 · derivative.exercise_date: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the period between the second year and the fifth year following the grant date, the reported closing price per Common Share appreciates at least 15% over the applicable Participation Threshold per AO LTIP (as set forth in the table above) for a minimum of 20 consecutive trading days. Under the award agreement, the AO LTIPs have a six-year term from the grant date. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 22:16 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | GrantLimited Partnership Units of Kite Realty Group, L.P. · Derivative | 36,313 | $0.00 | $0.00 |
DisclosureSEC source: 0001286043-24-000024 · wk-form4_1708553740.xml · derivative · entry 2 Heath R Fear · CIK 0001651096 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 321,026 Underlying: Common Shares · 36,313 shares Expires not disclosed F1 · derivative.exercise_price: Common Shares of beneficial interest, par value of $.01 per share (the "Common Shares") are issued upon the redemption of Limited Partnership units ("LP Units") of Kite Realty Group L.P. on a one for one basis. LP Units have no expiration date. F2 · kind: Represents the grant of LTIP Units pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended. LTIP units will vest in equal amounts on 2/15/2025, 2/15/2026, and 2/15/2027, subject to continued service by the reporting person through the applicable vesting date. F2 · shares: Represents the grant of LTIP Units pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended. LTIP units will vest in equal amounts on 2/15/2025, 2/15/2026, and 2/15/2027, subject to continued service by the reporting person through the applicable vesting date. F1 · derivative.exercise_date: Common Shares of beneficial interest, par value of $.01 per share (the "Common Shares") are issued upon the redemption of Limited Partnership units ("LP Units") of Kite Realty Group L.P. on a one for one basis. LP Units have no expiration date. F1 · derivative.expiration_date: Common Shares of beneficial interest, par value of $.01 per share (the "Common Shares") are issued upon the redemption of Limited Partnership units ("LP Units") of Kite Realty Group L.P. on a one for one basis. LP Units have no expiration date. Read SEC document |
| December 29, 2023 Filed Jan 2, 2024 21:46 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | Exercise / conversionLimited Partnership Units of Kite Realty Group, L.P. · Derivative | 45,585 | $0.00 | $0.00 |
DisclosureSEC source: 0001286043-24-000004 · wk-form4_1704231955.xml · derivative · entry 3 Heath R Fear · CIK 0001651096 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 284,713 Underlying: Common Shares · 45,585 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. F3 · derivative.exercise_price: Common Shares of beneficial interest, par value of $.01 per share (the "Common Shares") are issued upon the redemption of Limited Partnership units ("LP Units") of Kite Realty Group L.P. on a one for one basis. LP Units have no expiration date. F3 · derivative.exercise_date: Common Shares of beneficial interest, par value of $.01 per share (the "Common Shares") are issued upon the redemption of Limited Partnership units ("LP Units") of Kite Realty Group L.P. on a one for one basis. LP Units have no expiration date. F3 · derivative.expiration_date: Common Shares of beneficial interest, par value of $.01 per share (the "Common Shares") are issued upon the redemption of Limited Partnership units ("LP Units") of Kite Realty Group L.P. on a one for one basis. LP Units have no expiration date. Read SEC document |
| December 29, 2023 Filed Jan 2, 2024 21:46 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | Exercise / conversionLimited Partnership Units - Kite Realty Group, LP (AO LTIPs) · Derivative | 200,000 | Not disclosed Strike: $17.76 | Not disclosed |
DisclosureSEC source: 0001286043-24-000004 · wk-form4_1704231955.xml · derivative · entry 2 Heath R Fear · CIK 0001651096 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,675 Underlying: Limited Partnership Units of Kite Realty Group, L.P. · 200,000 shares Expires 2026-02-11 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: The reporting person previously received a grant of limited partnership units in Kite Realty Group, L.P. designated as Class AO LTIP Units ("AO LTIPs"), purusant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended and restated as of February 28, 2019. AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group, L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common shares of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of the conversion over $17.76 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. Vested LTIPs into which AO LTIPs have been converted are further convertible, [footnote continued] F2 · price: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the period between the second year and the fifth year following the grant date, the reported closing price per Common Share appreciates at least 15% over the applicable Participation Threshold per AO LTIP (as set forth in the table above) for a minimum of 20 consecutive trading days. Under the award agreement, the AO LTIPs have a six-year term from the grant date. F1 · derivative.exercise_date: The reporting person previously received a grant of limited partnership units in Kite Realty Group, L.P. designated as Class AO LTIP Units ("AO LTIPs"), purusant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended and restated as of February 28, 2019. AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group, L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common shares of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of the conversion over $17.76 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. Vested LTIPs into which AO LTIPs have been converted are further convertible, [footnote continued] F2 · derivative.exercise_date: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the period between the second year and the fifth year following the grant date, the reported closing price per Common Share appreciates at least 15% over the applicable Participation Threshold per AO LTIP (as set forth in the table above) for a minimum of 20 consecutive trading days. Under the award agreement, the AO LTIPs have a six-year term from the grant date. Read SEC document |
| August 02, 2023 Filed Aug 4, 2023 20:42 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | Exercise / conversionLimited Partnership Units of Kite Realty Group, L.P. · Derivative | 80,865 | $0.00 | $0.00 |
DisclosureSEC source: 0001286043-23-000104 · wk-form4_1691181765.xml · derivative · entry 3 Heath R Fear · CIK 0001651096 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 239,128 Underlying: Common Shares · 80,865 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. F3 · derivative.exercise_price: LP Units are redeemable for an equal number of Common Shares or, at the election of Kite, cash equal to the fair market value of such shares. LP Units have no expiration date. F3 · derivative.exercise_date: LP Units are redeemable for an equal number of Common Shares or, at the election of Kite, cash equal to the fair market value of such shares. LP Units have no expiration date. F3 · derivative.expiration_date: LP Units are redeemable for an equal number of Common Shares or, at the election of Kite, cash equal to the fair market value of such shares. LP Units have no expiration date. F4 · balance_after: The reporting person's Form 4 filed on February 17, 2023 reflected that 29,730 LP Units, classified as LTIP Units, were granted to the reporting person on February 15, 2023 and would vest in equal amounts on 2/15/2024, 2/15/2025, and 2/15/2026, subject to continued service by the reporting person through the applicable vesting date. The Form 4 should have reflected that those 29,730 were granted on February 14, 2023 and will vest in equal amounts on 2/14/2024, 2/14/2025, and 2/14/2026, subject to continued service by the reporting person through the applicable vesting date. Read SEC document |
| August 02, 2023 Filed Aug 4, 2023 20:42 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | Exercise / conversionLimited Partnership Units - Kite Realty Group, LP (AO LTIPs) · Derivative | 253,416 | $0.00 Strike: $15.79 | $0.00 |
DisclosureSEC source: 0001286043-23-000104 · wk-form4_1691181765.xml · derivative · entry 2 Heath R Fear · CIK 0001651096 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 253,416 shares Expires 2025-03-24 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: The reporting person previously received a grant of AO LTIPs, pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan (as it may be amended and/or restated from time to time). AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common share of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of conversion over $15.79 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. Vested LTIPs into which AO LTIPs have been converted are further convertible, [footnote continued] F2 · price: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the five-year period following the grant date, the reported closing price per Common Share appreciates at least 20% over the applicable Participation Threshold per AO LTIP. The AO LTIPS vested and became exercisable on March 24, 2022 pursuant to the terms of the award agreement. F1 · derivative.exercise_date: The reporting person previously received a grant of AO LTIPs, pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan (as it may be amended and/or restated from time to time). AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common share of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of conversion over $15.79 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. Vested LTIPs into which AO LTIPs have been converted are further convertible, [footnote continued] F2 · derivative.exercise_date: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the five-year period following the grant date, the reported closing price per Common Share appreciates at least 20% over the applicable Participation Threshold per AO LTIP. The AO LTIPS vested and became exercisable on March 24, 2022 pursuant to the terms of the award agreement. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 22:15 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | GrantLimited Partnership Units of Kite Realty Group, L.P. · Derivative | 29,730 | $0.00 | $0.00 |
DisclosureSEC source: 0001286043-23-000020 · wf-form4_167667209062224.xml · derivative · entry 2 Heath R Fear · CIK 0001651096 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,263 Underlying: Common Shares · 29,730 shares Expires not disclosed F1 · derivative.exercise_price: Common Shares of beneficial interest, par value of $.01 per share (the "Common Shares") are issued upon the redemption of Limited Partnership units ("LP Units") of Kite Realty Group L.P. on a one for one basis. LP Units have no expiration date. F2 · kind: Represents the grant of LTIP Units pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended. LTIP units will vest in equal amounts on 2/15/2024, 2/15/2025, and 2/15/2026, subject tocontinued service by the reporting person through the applicable vesting date. F2 · shares: Represents the grant of LTIP Units pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended. LTIP units will vest in equal amounts on 2/15/2024, 2/15/2025, and 2/15/2026, subject tocontinued service by the reporting person through the applicable vesting date. F1 · derivative.exercise_date: Common Shares of beneficial interest, par value of $.01 per share (the "Common Shares") are issued upon the redemption of Limited Partnership units ("LP Units") of Kite Realty Group L.P. on a one for one basis. LP Units have no expiration date. F1 · derivative.expiration_date: Common Shares of beneficial interest, par value of $.01 per share (the "Common Shares") are issued upon the redemption of Limited Partnership units ("LP Units") of Kite Realty Group L.P. on a one for one basis. LP Units have no expiration date. Read SEC document |
| November 07, 2022 Filed Nov 9, 2022 21:44 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | Tax withholdingCommon Shares | 18,521 | $21.11 | $390,978.31 |
DisclosureSEC source: 0001286043-22-000117 · wf-form4_166803026567303.xml · nonDerivative · entry 1 Heath R Fear · CIK 0001651096 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,265 F1 · kind: The disposition represents the surrender of common shares to fund income taxes due upon the vesting of restricted shares. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 22:06 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | GrantLimited Partnership Units of Kite Realty Group, L.P. · Derivative | 22,161 | $0.00 | $0.00 |
DisclosureSEC source: 0001286043-22-000019 · wf-form4_164513553484238.xml · derivative · entry 2 Heath R Fear · CIK 0001651096 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,533 Underlying: Common Shares · 22,161 shares Expires not disclosed F1 · derivative.exercise_price: Common Shares of beneficial interest, par value of $.01 per share (the "Common Shares") are issued upon the redemption of Limited Partnership units ("LP Units") of Kite Realty Group L.P. on a one for onebasis. LP Units have no expiration date. F2 · kind: Represents the grant of LTIP Units pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended. LTIP units will vest in equal amounts on 2/15/2023, 2/15/2024, and 2/15/2025, subject to continued service by the reporting person through the applicable vesting date. F2 · shares: Represents the grant of LTIP Units pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended. LTIP units will vest in equal amounts on 2/15/2023, 2/15/2024, and 2/15/2025, subject to continued service by the reporting person through the applicable vesting date. F1 · derivative.exercise_date: Common Shares of beneficial interest, par value of $.01 per share (the "Common Shares") are issued upon the redemption of Limited Partnership units ("LP Units") of Kite Realty Group L.P. on a one for onebasis. LP Units have no expiration date. F1 · derivative.expiration_date: Common Shares of beneficial interest, par value of $.01 per share (the "Common Shares") are issued upon the redemption of Limited Partnership units ("LP Units") of Kite Realty Group L.P. on a one for onebasis. LP Units have no expiration date. Read SEC document |
| November 05, 2021 Filed Nov 9, 2021 22:46 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | Tax withholdingCommon Shares | 7,693 | $22.11 | $170,092.23 |
DisclosureSEC source: 0001286043-21-000131 · wf-form4_163649796497030.xml · nonDerivative · entry 2 Heath R Fear · CIK 0001651096 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,786 F2 · kind: The disposition represents the surrender of common shares to fund income taxes due upon the vesting of restricted shares Read SEC document |
| November 05, 2021 Filed Nov 9, 2021 22:46 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | GrantCommon Shares | 23,794 | $0.00 | $0.00 |
DisclosureSEC source: 0001286043-21-000131 · wf-form4_163649796497030.xml · nonDerivative · entry 1 Heath R Fear · CIK 0001651096 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,479 F1 · kind: Represents an award of shares based upon a three-year performance period commencing on November 5, 2018. These awards will vest in full on November 5, 2022. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:56 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | GrantLimited Partnership Units of Kite Realty Group, L.P. · Derivative | 119,403 | $0.00 Strike: $16.69 | $0.00 |
DisclosureSEC source: 0001286043-21-000025 · wf-form4_161359895459894.xml · derivative · entry 3 Heath R Fear · CIK 0001651096 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,403 Underlying: Limited Partnership Units of Kite Realty Group, L.P. · 119,403 shares Expires not disclosed F3 · derivative.exercise_price: The reporting person received a grant of limited partnership units in Kite Realty Group, L.P. designated as Class AO LTIP Units ("AO LTIPs"), purusant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended and restated as of February 28, 2019. AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group, L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common shares of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of the conversion over $16.69 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. Vested LTIPs into which AO LTIPs have been converted are further convertible, [footnote continued] F4 · derivative.exercise_price: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the period between the first year and the fifth anniversaries of the grant date, the reported closing price per Common Share appreciates at least 15% over the applicable Participation Threshold per AO LTIP (as set forth in the table above) for a minimum of 20 consecutive trading days. Under the award agreement, the AO LTIPs have a ten-year term from the grant date. F3 · shares: The reporting person received a grant of limited partnership units in Kite Realty Group, L.P. designated as Class AO LTIP Units ("AO LTIPs"), purusant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended and restated as of February 28, 2019. AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group, L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common shares of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of the conversion over $16.69 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. Vested LTIPs into which AO LTIPs have been converted are further convertible, [footnote continued] F4 · shares: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the period between the first year and the fifth anniversaries of the grant date, the reported closing price per Common Share appreciates at least 15% over the applicable Participation Threshold per AO LTIP (as set forth in the table above) for a minimum of 20 consecutive trading days. Under the award agreement, the AO LTIPs have a ten-year term from the grant date. F3 · price: The reporting person received a grant of limited partnership units in Kite Realty Group, L.P. designated as Class AO LTIP Units ("AO LTIPs"), purusant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended and restated as of February 28, 2019. AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group, L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common shares of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of the conversion over $16.69 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. Vested LTIPs into which AO LTIPs have been converted are further convertible, [footnote continued] F4 · price: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the period between the first year and the fifth anniversaries of the grant date, the reported closing price per Common Share appreciates at least 15% over the applicable Participation Threshold per AO LTIP (as set forth in the table above) for a minimum of 20 consecutive trading days. Under the award agreement, the AO LTIPs have a ten-year term from the grant date. F3 · derivative.exercise_date: The reporting person received a grant of limited partnership units in Kite Realty Group, L.P. designated as Class AO LTIP Units ("AO LTIPs"), purusant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended and restated as of February 28, 2019. AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group, L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common shares of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of the conversion over $16.69 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. Vested LTIPs into which AO LTIPs have been converted are further convertible, [footnote continued] F4 · derivative.exercise_date: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the period between the first year and the fifth anniversaries of the grant date, the reported closing price per Common Share appreciates at least 15% over the applicable Participation Threshold per AO LTIP (as set forth in the table above) for a minimum of 20 consecutive trading days. Under the award agreement, the AO LTIPs have a ten-year term from the grant date. F3 · derivative.expiration_date: The reporting person received a grant of limited partnership units in Kite Realty Group, L.P. designated as Class AO LTIP Units ("AO LTIPs"), purusant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended and restated as of February 28, 2019. AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group, L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common shares of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of the conversion over $16.69 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. Vested LTIPs into which AO LTIPs have been converted are further convertible, [footnote continued] F4 · derivative.expiration_date: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the period between the first year and the fifth anniversaries of the grant date, the reported closing price per Common Share appreciates at least 15% over the applicable Participation Threshold per AO LTIP (as set forth in the table above) for a minimum of 20 consecutive trading days. Under the award agreement, the AO LTIPs have a ten-year term from the grant date. F3 · derivative.underlying_shares: The reporting person received a grant of limited partnership units in Kite Realty Group, L.P. designated as Class AO LTIP Units ("AO LTIPs"), purusant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended and restated as of February 28, 2019. AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group, L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common shares of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of the conversion over $16.69 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. Vested LTIPs into which AO LTIPs have been converted are further convertible, [footnote continued] F4 · derivative.underlying_shares: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the period between the first year and the fifth anniversaries of the grant date, the reported closing price per Common Share appreciates at least 15% over the applicable Participation Threshold per AO LTIP (as set forth in the table above) for a minimum of 20 consecutive trading days. Under the award agreement, the AO LTIPs have a ten-year term from the grant date. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:56 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | GrantLimited Partnership Units of Kite Realty Group, L.P. · Derivative | 15,070 | $0.00 | $0.00 |
DisclosureSEC source: 0001286043-21-000025 · wf-form4_161359895459894.xml · derivative · entry 2 Heath R Fear · CIK 0001651096 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,372 Underlying: Common Shares · 15,070 shares Expires not disclosed F1 · derivative.exercise_price: Common Shares of beneficial interest, par value of $0.01 per Common Share, are issued upon the redemption and tender of Limited Partnership units ("LP Units") of Kite Realty Group, L.P. on a one for one basis. LP Units have no expiration date. F2 · kind: Represents the grant of LTIP units pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended. The LTIP units will vest in equal amounts on 2/12/2022, 2/12/2023, and 2/12/2024. F2 · shares: Represents the grant of LTIP units pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended. The LTIP units will vest in equal amounts on 2/12/2022, 2/12/2023, and 2/12/2024. F1 · derivative.exercise_date: Common Shares of beneficial interest, par value of $0.01 per Common Share, are issued upon the redemption and tender of Limited Partnership units ("LP Units") of Kite Realty Group, L.P. on a one for one basis. LP Units have no expiration date. F1 · derivative.expiration_date: Common Shares of beneficial interest, par value of $0.01 per Common Share, are issued upon the redemption and tender of Limited Partnership units ("LP Units") of Kite Realty Group, L.P. on a one for one basis. LP Units have no expiration date. Read SEC document |
| December 31, 2020 Filed Dec 31, 2020 21:33 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | GrantLimited Partnership Units of Kite Realty Group, L.P. · Derivative | 68,213 | $0.00 | $0.00 |
DisclosureSEC source: 0001286043-20-000170 · wf-form4_160945038144372.xml · derivative · entry 2 Heath R Fear · CIK 0001651096 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,302 Underlying: Common Shares · 68,213 shares Expires not disclosed F1 · derivative.exercise_price: Common Shares of beneficial interest, par value of $0.01 per Common Share, are issued upon the redemption and tender of Limited Partnership units ("LP Units") of Kite Realty Group, L.P. on a one for one basis. LP Units have no expiration date. F2 · kind: Represents the grant of LTIP units pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended. LTIP units will vest in three equal amounts on 12/31/2023, 12/31/2024, and 12/31/2025. F1 · derivative.exercise_date: Common Shares of beneficial interest, par value of $0.01 per Common Share, are issued upon the redemption and tender of Limited Partnership units ("LP Units") of Kite Realty Group, L.P. on a one for one basis. LP Units have no expiration date. F2 · derivative.exercise_date: Represents the grant of LTIP units pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended. LTIP units will vest in three equal amounts on 12/31/2023, 12/31/2024, and 12/31/2025. F1 · derivative.expiration_date: Common Shares of beneficial interest, par value of $0.01 per Common Share, are issued upon the redemption and tender of Limited Partnership units ("LP Units") of Kite Realty Group, L.P. on a one for one basis. LP Units have no expiration date. Read SEC document |
| November 05, 2020 Filed Nov 6, 2020 21:31 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | Tax withholdingCommon Shares | 7,693 | $10.56 | $81,238.08 |
DisclosureSEC source: 0001286043-20-000155 · wf-form4_160469830332263.xml · nonDerivative · entry 1 Heath R Fear · CIK 0001651096 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,685 F1 · kind: The disposition represents the surrender of common shares to fund income taxes due upon the vesting of restricted shares. Read SEC document |
| February 26, 2020 Filed Feb 27, 2020 21:16 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | PurchaseCommon Shares | 6,000 | $16.87 | $101,220.00 |
DisclosureSEC source: 0001286043-20-000050 · wf-form4_158283815504850.xml · nonDerivative · entry 1 Heath R Fear · CIK 0001651096 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,378 Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 23:00 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | GrantLimited Partnership Units of Kite Realty Group, L.P. · Derivative | 23,089 | $0.00 | $0.00 |
DisclosureSEC source: 0001286043-20-000016 · wf-form4_158172122388093.xml · derivative · entry 2 Heath R Fear · CIK 0001651096 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,089 Underlying: Common Shares · 23,089 shares Expires not disclosed F1 · derivative.exercise_price: Common shares of beneficial interest, par value $.01 per share (the "Common Shares") are issued upon the redemption and tender of Limited Partnership units ("LP Units") of Kite Realty Group, L.P. on a one for one basis. LP Units have no expiration date. F2 · kind: Represents the grant of LTIP units pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended. The LTIP units will vest in equal amounts on 2/12/2021, 2/12/2022, and 2/12/2023. F2 · shares: Represents the grant of LTIP units pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended. The LTIP units will vest in equal amounts on 2/12/2021, 2/12/2022, and 2/12/2023. F1 · derivative.exercise_date: Common shares of beneficial interest, par value $.01 per share (the "Common Shares") are issued upon the redemption and tender of Limited Partnership units ("LP Units") of Kite Realty Group, L.P. on a one for one basis. LP Units have no expiration date. F1 · derivative.expiration_date: Common shares of beneficial interest, par value $.01 per share (the "Common Shares") are issued upon the redemption and tender of Limited Partnership units ("LP Units") of Kite Realty Group, L.P. on a one for one basis. LP Units have no expiration date. Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 23:01 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | GrantLimited Partnership Units of Kite Realty Group, L.P. · Derivative | Not disclosed | $0.00 Strike: $17.76 | $408,000.00 |
DisclosureSEC source: 0001286043-20-000017 · wf-form4_158172128220146.xml · derivative · entry 1 Heath R Fear · CIK 0001651096 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed Underlying: Common Shares · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: The reporting person received a grant of limited partnership units in Kite Realty Group L.P. designated as Class AO LTIP Units ("AO LTIPs"), pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended and restated as of February 28, 2019. AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common share of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of conversion over $17.76 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. Vested LTIPs into which AO LTIPs have been converted are further convertible, [footnote continued] F2 · derivative.exercise_price: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the period between the second year and the fifth year following the grant date, the reported closing price per Common Share appreciates at least 15% over the applicable Participation Threshold per AO LTIP (as set forth in the table above) for a minimum of 20 consecutive trading days. Under the award agreement, the AO LTIPs have a six-year term from the grant date. F1 · reported_value: The reporting person received a grant of limited partnership units in Kite Realty Group L.P. designated as Class AO LTIP Units ("AO LTIPs"), pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended and restated as of February 28, 2019. AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common share of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of conversion over $17.76 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. Vested LTIPs into which AO LTIPs have been converted are further convertible, [footnote continued] F2 · reported_value: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the period between the second year and the fifth year following the grant date, the reported closing price per Common Share appreciates at least 15% over the applicable Participation Threshold per AO LTIP (as set forth in the table above) for a minimum of 20 consecutive trading days. Under the award agreement, the AO LTIPs have a six-year term from the grant date. F3 · reported_value: The Compensation Committee approved a grant of AO LTIPs for the reporting person based on a target dollar value of $408,000. The number of AO LTIPs will be determined by dividing the target dollar value by the grant date fair value per AO LTIP Unit; the grant date fair value per AO LTIP Unit is pending appraisal. F1 · price: The reporting person received a grant of limited partnership units in Kite Realty Group L.P. designated as Class AO LTIP Units ("AO LTIPs"), pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended and restated as of February 28, 2019. AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common share of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of conversion over $17.76 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. Vested LTIPs into which AO LTIPs have been converted are further convertible, [footnote continued] F2 · price: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the period between the second year and the fifth year following the grant date, the reported closing price per Common Share appreciates at least 15% over the applicable Participation Threshold per AO LTIP (as set forth in the table above) for a minimum of 20 consecutive trading days. Under the award agreement, the AO LTIPs have a six-year term from the grant date. F1 · derivative.exercise_date: The reporting person received a grant of limited partnership units in Kite Realty Group L.P. designated as Class AO LTIP Units ("AO LTIPs"), pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended and restated as of February 28, 2019. AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common share of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of conversion over $17.76 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. Vested LTIPs into which AO LTIPs have been converted are further convertible, [footnote continued] F2 · derivative.exercise_date: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the period between the second year and the fifth year following the grant date, the reported closing price per Common Share appreciates at least 15% over the applicable Participation Threshold per AO LTIP (as set forth in the table above) for a minimum of 20 consecutive trading days. Under the award agreement, the AO LTIPs have a six-year term from the grant date. F1 · derivative.expiration_date: The reporting person received a grant of limited partnership units in Kite Realty Group L.P. designated as Class AO LTIP Units ("AO LTIPs"), pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended and restated as of February 28, 2019. AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common share of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of conversion over $17.76 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. Vested LTIPs into which AO LTIPs have been converted are further convertible, [footnote continued] F2 · derivative.expiration_date: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the period between the second year and the fifth year following the grant date, the reported closing price per Common Share appreciates at least 15% over the applicable Participation Threshold per AO LTIP (as set forth in the table above) for a minimum of 20 consecutive trading days. Under the award agreement, the AO LTIPs have a six-year term from the grant date. F1 · underlyingValue: The reporting person received a grant of limited partnership units in Kite Realty Group L.P. designated as Class AO LTIP Units ("AO LTIPs"), pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended and restated as of February 28, 2019. AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common share of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of conversion over $17.76 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. Vested LTIPs into which AO LTIPs have been converted are further convertible, [footnote continued] F2 · underlyingValue: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the period between the second year and the fifth year following the grant date, the reported closing price per Common Share appreciates at least 15% over the applicable Participation Threshold per AO LTIP (as set forth in the table above) for a minimum of 20 consecutive trading days. Under the award agreement, the AO LTIPs have a six-year term from the grant date. F3 · underlyingValue: The Compensation Committee approved a grant of AO LTIPs for the reporting person based on a target dollar value of $408,000. The number of AO LTIPs will be determined by dividing the target dollar value by the grant date fair value per AO LTIP Unit; the grant date fair value per AO LTIP Unit is pending appraisal. Read SEC document |
| February 12, 2020 Filed Feb 26, 2020 00:52 UTC Amendment | KITE REALTY GROUP TRUST KRG · Entity 3865 | GrantLimited Partnership Units of Kite Realty Group, L.P. · Derivative | 275,675 | $0.00 Strike: $17.76 | $0.00 |
DisclosureSEC source: 0001286043-20-000045 · wf-form4a_158267834992683.xml · derivative · entry 1 Heath R Fear · CIK 0001651096 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,675 Underlying: Common Shares · 275,675 shares Expires not disclosed F1 · derivative.exercise_price: The reporting person received a grant of limited partnership units in Kite Realty Group, L.P. designated as Class AO LTIP Units ("AO LTIPs"), purusant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended and restated as of February 28, 2019. AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group, L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common shares of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of the conversion over $17.76 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. Vested LTIPs into which AO LTIPs have been converted are further convertible, [footnote continued] F2 · derivative.exercise_price: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the period between the second year and the fifth year following the grant date, the reported closing price per Common Share appreciates at least 15% over the applicable Participation Threshold per AO LTIP (as set forth in the table above) for a minimum of 20 consecutive trading days. Under the award agreement, the AO LTIPs have a six-year term from the grant date. F1 · shares: The reporting person received a grant of limited partnership units in Kite Realty Group, L.P. designated as Class AO LTIP Units ("AO LTIPs"), purusant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended and restated as of February 28, 2019. AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group, L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common shares of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of the conversion over $17.76 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. Vested LTIPs into which AO LTIPs have been converted are further convertible, [footnote continued] F2 · shares: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the period between the second year and the fifth year following the grant date, the reported closing price per Common Share appreciates at least 15% over the applicable Participation Threshold per AO LTIP (as set forth in the table above) for a minimum of 20 consecutive trading days. Under the award agreement, the AO LTIPs have a six-year term from the grant date. F3 · shares: The original Form 4, filed on February 14, 2020, reported a grant of AO LTIPs based on a target dollar value of $408,000. The original Form 4 is amended by this Form 4 amendment to report that the number of AO LTIPs received was 275,675, as determined by dividing the target dollar value by the grant date fair value of $1.48 per AO LTIP Unit. F1 · price: The reporting person received a grant of limited partnership units in Kite Realty Group, L.P. designated as Class AO LTIP Units ("AO LTIPs"), purusant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended and restated as of February 28, 2019. AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group, L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common shares of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of the conversion over $17.76 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. Vested LTIPs into which AO LTIPs have been converted are further convertible, [footnote continued] F2 · price: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the period between the second year and the fifth year following the grant date, the reported closing price per Common Share appreciates at least 15% over the applicable Participation Threshold per AO LTIP (as set forth in the table above) for a minimum of 20 consecutive trading days. Under the award agreement, the AO LTIPs have a six-year term from the grant date. F1 · derivative.exercise_date: The reporting person received a grant of limited partnership units in Kite Realty Group, L.P. designated as Class AO LTIP Units ("AO LTIPs"), purusant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended and restated as of February 28, 2019. AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group, L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common shares of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of the conversion over $17.76 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. Vested LTIPs into which AO LTIPs have been converted are further convertible, [footnote continued] F2 · derivative.exercise_date: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the period between the second year and the fifth year following the grant date, the reported closing price per Common Share appreciates at least 15% over the applicable Participation Threshold per AO LTIP (as set forth in the table above) for a minimum of 20 consecutive trading days. Under the award agreement, the AO LTIPs have a six-year term from the grant date. F1 · derivative.expiration_date: The reporting person received a grant of limited partnership units in Kite Realty Group, L.P. designated as Class AO LTIP Units ("AO LTIPs"), purusant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended and restated as of February 28, 2019. AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group, L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common shares of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of the conversion over $17.76 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. Vested LTIPs into which AO LTIPs have been converted are further convertible, [footnote continued] F2 · derivative.expiration_date: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the period between the second year and the fifth year following the grant date, the reported closing price per Common Share appreciates at least 15% over the applicable Participation Threshold per AO LTIP (as set forth in the table above) for a minimum of 20 consecutive trading days. Under the award agreement, the AO LTIPs have a six-year term from the grant date. F1 · derivative.underlying_shares: The reporting person received a grant of limited partnership units in Kite Realty Group, L.P. designated as Class AO LTIP Units ("AO LTIPs"), purusant to the Kite Realty Group Trust 2013 Equity Incentive Plan, as amended and restated as of February 28, 2019. AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group, L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common shares of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of the conversion over $17.76 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. Vested LTIPs into which AO LTIPs have been converted are further convertible, [footnote continued] F2 · derivative.underlying_shares: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the period between the second year and the fifth year following the grant date, the reported closing price per Common Share appreciates at least 15% over the applicable Participation Threshold per AO LTIP (as set forth in the table above) for a minimum of 20 consecutive trading days. Under the award agreement, the AO LTIPs have a six-year term from the grant date. F3 · derivative.underlying_shares: The original Form 4, filed on February 14, 2020, reported a grant of AO LTIPs based on a target dollar value of $408,000. The original Form 4 is amended by this Form 4 amendment to report that the number of AO LTIPs received was 275,675, as determined by dividing the target dollar value by the grant date fair value of $1.48 per AO LTIP Unit. Read SEC document |
| November 05, 2019 Filed Nov 7, 2019 21:39 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | Tax withholdingCommon Shares | 5,505 | $0.00 | $0.00 |
DisclosureSEC source: 0001286043-19-000131 · wf-form4_157316272907528.xml · nonDerivative · entry 1 Heath R Fear · CIK 0001651096 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,378 F1 · kind: The disposition represents the surrender of common shares to fund income taxes due upon the vesting of restricted shares. Read SEC document |
| March 24, 2019 Filed Mar 26, 2019 20:40 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | GrantLimited Partnership Units of Kite Realty Group, L.P. · Derivative | 253,416 | $0.00 Strike: $15.79 | $0.00 |
DisclosureSEC source: 0001286043-19-000054 · wf-form4_155363281838651.xml · derivative · entry 3 Heath R Fear · CIK 0001651096 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253,416 Underlying: Common Shares · 253,416 shares Expires not disclosed F2 · shares: The reporting person received a grant of AO LTIPs, pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan (as it may be amended and/or restated from time to time). AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common share of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of conversion over $15.79 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. Vested LTIPs into which AO LTIPs have been converted are further convertible, [footnote continued] F3 · shares: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the five-year period following the grant date, the reported closing price per Common Share appreciates at least 20% over the applicable Participation Threshold per AO LTIP (as set forth in the table above) for a minimum of 20 consecutive trading days. Under the award agreement, the AO LTIPs have a six-year term from the grant date. F2 · price: The reporting person received a grant of AO LTIPs, pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan (as it may be amended and/or restated from time to time). AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common share of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of conversion over $15.79 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. Vested LTIPs into which AO LTIPs have been converted are further convertible, [footnote continued] F3 · price: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the five-year period following the grant date, the reported closing price per Common Share appreciates at least 20% over the applicable Participation Threshold per AO LTIP (as set forth in the table above) for a minimum of 20 consecutive trading days. Under the award agreement, the AO LTIPs have a six-year term from the grant date. F2 · derivative.exercise_date: The reporting person received a grant of AO LTIPs, pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan (as it may be amended and/or restated from time to time). AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common share of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of conversion over $15.79 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. Vested LTIPs into which AO LTIPs have been converted are further convertible, [footnote continued] F3 · derivative.exercise_date: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the five-year period following the grant date, the reported closing price per Common Share appreciates at least 20% over the applicable Participation Threshold per AO LTIP (as set forth in the table above) for a minimum of 20 consecutive trading days. Under the award agreement, the AO LTIPs have a six-year term from the grant date. F2 · derivative.expiration_date: The reporting person received a grant of AO LTIPs, pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan (as it may be amended and/or restated from time to time). AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common share of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of conversion over $15.79 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. Vested LTIPs into which AO LTIPs have been converted are further convertible, [footnote continued] F3 · derivative.expiration_date: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the five-year period following the grant date, the reported closing price per Common Share appreciates at least 20% over the applicable Participation Threshold per AO LTIP (as set forth in the table above) for a minimum of 20 consecutive trading days. Under the award agreement, the AO LTIPs have a six-year term from the grant date. F2 · derivative.underlying_shares: The reporting person received a grant of AO LTIPs, pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan (as it may be amended and/or restated from time to time). AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common share of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of conversion over $15.79 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. Vested LTIPs into which AO LTIPs have been converted are further convertible, [footnote continued] F3 · derivative.underlying_shares: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the five-year period following the grant date, the reported closing price per Common Share appreciates at least 20% over the applicable Participation Threshold per AO LTIP (as set forth in the table above) for a minimum of 20 consecutive trading days. Under the award agreement, the AO LTIPs have a six-year term from the grant date. Read SEC document |
| March 24, 2019 Filed Mar 26, 2019 20:40 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | Disposition to issuerLimited Partnership Units of Kite Realty Group, L.P. · Derivative | 208,163 | $0.00 Strike: $15.68 | $0.00 |
DisclosureSEC source: 0001286043-19-000054 · wf-form4_155363281838651.xml · derivative · entry 2 Heath R Fear · CIK 0001651096 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 208,163 shares Expires not disclosed F1 · kind: (1)Unvested Class AO LTIP Units ("AO LTIPs") in Kite Realty Group L.P. granted on 2/28/19 were forfeited and cancelled by mutual agreement of the reporting person and Kite Realty Group Trust ("Kite"). On 3/24/19, AO LTIPs were granted in an amount equal to the same target value as the forfeited awards, as further described in Notes (2) and (3) below and corresponding entries in the table. The AO LTIPs granted on 3/24/19 have a higher Participation Threshold per AO LTIP (as defined in Note 2 below) than the forfeited awards and have a lower per unit potential target value than the forfeited awards due to the elimination of the payment of any current distributions on the AO LTIPs and of an accrued distribution upon conversion of vested AO LTIPs into vested LTIPs (as defined in and further described in Note 2 below). F1 · shares: (1)Unvested Class AO LTIP Units ("AO LTIPs") in Kite Realty Group L.P. granted on 2/28/19 were forfeited and cancelled by mutual agreement of the reporting person and Kite Realty Group Trust ("Kite"). On 3/24/19, AO LTIPs were granted in an amount equal to the same target value as the forfeited awards, as further described in Notes (2) and (3) below and corresponding entries in the table. The AO LTIPs granted on 3/24/19 have a higher Participation Threshold per AO LTIP (as defined in Note 2 below) than the forfeited awards and have a lower per unit potential target value than the forfeited awards due to the elimination of the payment of any current distributions on the AO LTIPs and of an accrued distribution upon conversion of vested AO LTIPs into vested LTIPs (as defined in and further described in Note 2 below). F1 · derivative.exercise_date: (1)Unvested Class AO LTIP Units ("AO LTIPs") in Kite Realty Group L.P. granted on 2/28/19 were forfeited and cancelled by mutual agreement of the reporting person and Kite Realty Group Trust ("Kite"). On 3/24/19, AO LTIPs were granted in an amount equal to the same target value as the forfeited awards, as further described in Notes (2) and (3) below and corresponding entries in the table. The AO LTIPs granted on 3/24/19 have a higher Participation Threshold per AO LTIP (as defined in Note 2 below) than the forfeited awards and have a lower per unit potential target value than the forfeited awards due to the elimination of the payment of any current distributions on the AO LTIPs and of an accrued distribution upon conversion of vested AO LTIPs into vested LTIPs (as defined in and further described in Note 2 below). F1 · derivative.expiration_date: (1)Unvested Class AO LTIP Units ("AO LTIPs") in Kite Realty Group L.P. granted on 2/28/19 were forfeited and cancelled by mutual agreement of the reporting person and Kite Realty Group Trust ("Kite"). On 3/24/19, AO LTIPs were granted in an amount equal to the same target value as the forfeited awards, as further described in Notes (2) and (3) below and corresponding entries in the table. The AO LTIPs granted on 3/24/19 have a higher Participation Threshold per AO LTIP (as defined in Note 2 below) than the forfeited awards and have a lower per unit potential target value than the forfeited awards due to the elimination of the payment of any current distributions on the AO LTIPs and of an accrued distribution upon conversion of vested AO LTIPs into vested LTIPs (as defined in and further described in Note 2 below). F1 · derivative.underlying_shares: (1)Unvested Class AO LTIP Units ("AO LTIPs") in Kite Realty Group L.P. granted on 2/28/19 were forfeited and cancelled by mutual agreement of the reporting person and Kite Realty Group Trust ("Kite"). On 3/24/19, AO LTIPs were granted in an amount equal to the same target value as the forfeited awards, as further described in Notes (2) and (3) below and corresponding entries in the table. The AO LTIPs granted on 3/24/19 have a higher Participation Threshold per AO LTIP (as defined in Note 2 below) than the forfeited awards and have a lower per unit potential target value than the forfeited awards due to the elimination of the payment of any current distributions on the AO LTIPs and of an accrued distribution upon conversion of vested AO LTIPs into vested LTIPs (as defined in and further described in Note 2 below). Read SEC document |
| February 28, 2019 Filed Mar 5, 2019 02:05 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | GrantLimited Partnership Units of Kite Realty Group, L.P. · Derivative | 208,163 | $0.00 Strike: $15.68 | $0.00 |
DisclosureSEC source: 0001286043-19-000037 · wf-form4_155175151938923.xml · derivative · entry 2 Heath R Fear · CIK 0001651096 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,163 Underlying: Common Shares · 208,163 shares Expires not disclosed F1 · shares: The reporting person received a grant of limited partnership units in Kite Realty Group L.P. designated as Class AO LTIP Units ("AO LTIPs"), pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan (as it may be amended and/or restated from time to time). AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common share of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of conversion over $15.68 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. [footnote continued] F2 · shares: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the five-year period following the grant date, the reported closing price per Common Share appreciates at least 20% over the applicable Participation Threshold per AO LTIP (as set forth in the table above) for a minimum of 20 consecutive trading days. Under the award agreement, the AO LTIPs have a six-year term from the grant date. F1 · price: The reporting person received a grant of limited partnership units in Kite Realty Group L.P. designated as Class AO LTIP Units ("AO LTIPs"), pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan (as it may be amended and/or restated from time to time). AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common share of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of conversion over $15.68 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. [footnote continued] F2 · price: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the five-year period following the grant date, the reported closing price per Common Share appreciates at least 20% over the applicable Participation Threshold per AO LTIP (as set forth in the table above) for a minimum of 20 consecutive trading days. Under the award agreement, the AO LTIPs have a six-year term from the grant date. F1 · derivative.exercise_date: The reporting person received a grant of limited partnership units in Kite Realty Group L.P. designated as Class AO LTIP Units ("AO LTIPs"), pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan (as it may be amended and/or restated from time to time). AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common share of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of conversion over $15.68 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. [footnote continued] F2 · derivative.exercise_date: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the five-year period following the grant date, the reported closing price per Common Share appreciates at least 20% over the applicable Participation Threshold per AO LTIP (as set forth in the table above) for a minimum of 20 consecutive trading days. Under the award agreement, the AO LTIPs have a six-year term from the grant date. F1 · derivative.expiration_date: The reporting person received a grant of limited partnership units in Kite Realty Group L.P. designated as Class AO LTIP Units ("AO LTIPs"), pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan (as it may be amended and/or restated from time to time). AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common share of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of conversion over $15.68 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. [footnote continued] F2 · derivative.expiration_date: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the five-year period following the grant date, the reported closing price per Common Share appreciates at least 20% over the applicable Participation Threshold per AO LTIP (as set forth in the table above) for a minimum of 20 consecutive trading days. Under the award agreement, the AO LTIPs have a six-year term from the grant date. F1 · derivative.underlying_shares: The reporting person received a grant of limited partnership units in Kite Realty Group L.P. designated as Class AO LTIP Units ("AO LTIPs"), pursuant to the Kite Realty Group Trust 2013 Equity Incentive Plan (as it may be amended and/or restated from time to time). AO LTIPs are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Kite Realty Group L.P. designated as LTIP Units ("LTIPs"), determined by the quotient of (i) the excess of the value of a common share of beneficial interest, par value of $.01 per share ("Common Share") of Kite Realty Group Trust as of the date of conversion over $15.68 (the "Participation Threshold per AO LTIP"), divided by (ii) the value of a Common Share as of the date of conversion. [footnote continued] F2 · derivative.underlying_shares: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIPs for U.S. federal income tax purposes, into an equal number of limited partnership units in Kite Realty Group L.P. ("LP Units"). The resulting LP Units are redeemable by the holder for one Common Share per LP Unit or the cash value of a Common Share, at the Issuer's option. The AO LTIPs will vest and become exercisable as of the date that both of the following requirements have been met: (i) the grantee remains in continuous service from the grant date through the third anniversary of the grant date; and (ii) at any time during the five-year period following the grant date, the reported closing price per Common Share appreciates at least 20% over the applicable Participation Threshold per AO LTIP (as set forth in the table above) for a minimum of 20 consecutive trading days. Under the award agreement, the AO LTIPs have a six-year term from the grant date. Read SEC document |
| February 26, 2019 Filed Feb 26, 2019 21:39 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | PurchaseCommon Shares | 7,500 | $15.79 | $118,425.00 |
DisclosureSEC source: 0001286043-19-000016 · wf-form4_155121714022837.xml · nonDerivative · entry 1 Heath R Fear · CIK 0001651096 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,883 Read SEC document |
| November 05, 2018 Filed Nov 7, 2018 21:35 UTC | KITE REALTY GROUP TRUST KRG · Entity 3865 | GrantCommon Shares | 71,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001286043-18-000143 · wf-form4_154162652794974.xml · nonDerivative · entry 1 Heath R Fear · CIK 0001651096 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,383 F1 · shares: Represents an award of restricted shares which will vest over 4 years as follows: one-fourth (1/4) of the total number of restricted shares vest on each anniversary of the grant date. Read SEC document |
| August 28, 2018 Filed Aug 29, 2018 19:08 UTC | Brookfield Property REIT Inc. BPR · Entity 136893 | GrantClass A Stock | 153,636 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-023518 · doc4.xml · nonDerivative · entry 3 Heath R Fear · CIK 0001651096 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,259 F4 · price: Includes 97,870 shares of unvested restricted Class A Stock received in respect of cancelled shares of time-vesting restricted common stock and 55,766 shares of unvested restricted Class A Stock received in respect of cancelled shares of performance-vesting restricted common stock, in each case pursuant to the Merger Agreement. Read SEC document |
| August 28, 2018 Filed Aug 29, 2018 19:08 UTC | Brookfield Property REIT Inc. BPR · Entity 136893 | Disposition to issuerCommon Stock | 97,077 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-023518 · doc4.xml · nonDerivative · entry 1 Heath R Fear · CIK 0001651096 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Disposed of pursuant to the Agreement and Plan of Merger, dated as of March 26, 2018, among Brookfield Property Partners L.P. ("BPY"), Goldfinch Merger Sub Corp., an indirect, wholly owned subsidiary of BPY ("Merger Sub"), and GGP Inc. (the "Issuer") (as amended on June 25, 2018, the "Merger Agreement"). At the effective time of the merger (the "Merger Effective Time") as contemplated in the Merger Agreement, each share of outstanding common stock (other than appraisal shares, shares of restricted common stock and certain other shares) was cancelled in exchange for $0.312 per share (the "Per Share Merger Consideration"). Includes 88,331 shares of restricted common stock which were cancelled and converted into shares of restricted Class A stock of the Issuer ("Class A Stock"), as contemplated in the Merger Agreement. F1 · price: Disposed of pursuant to the Agreement and Plan of Merger, dated as of March 26, 2018, among Brookfield Property Partners L.P. ("BPY"), Goldfinch Merger Sub Corp., an indirect, wholly owned subsidiary of BPY ("Merger Sub"), and GGP Inc. (the "Issuer") (as amended on June 25, 2018, the "Merger Agreement"). At the effective time of the merger (the "Merger Effective Time") as contemplated in the Merger Agreement, each share of outstanding common stock (other than appraisal shares, shares of restricted common stock and certain other shares) was cancelled in exchange for $0.312 per share (the "Per Share Merger Consideration"). Includes 88,331 shares of restricted common stock which were cancelled and converted into shares of restricted Class A stock of the Issuer ("Class A Stock"), as contemplated in the Merger Agreement. Read SEC document |
| August 27, 2018 Filed Aug 29, 2018 19:08 UTC | Brookfield Property REIT Inc. BPR · Entity 136893 | OtherClass A Stock | 8,623 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-023518 · doc4.xml · nonDerivative · entry 2 Heath R Fear · CIK 0001651096 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,623 F2 · kind: Shares of the Issuer's class A stock, par value $0.01 per share ("class A stock"), were issued to certain holders of record of GGP common stock as of the end of trading on the New York Stock Exchange on July 27, 2018 (the "Pre-Closing Dividend"). The Pre-Closing Dividend consisted of either cash or equity (in the form of class A stock or limited partnership units of Brookfield Property Partners L.P. ("BPY")). Depending on the elections made by the Reporting Person, and the proration of the Pre-Closing Dividend pursuant to the Agreement and Plan of Merger, dated as of March 26, 2018, among BPY, Goldfinch Merger Sub Corp., an indirect, wholly owned subsidiary of BPY ("Merger Sub"), and the Issuer (as amended on June 25, 2018, the "Merger Agreement"), each share of the Issuer's common stock received up to 0.986 shares of class A stock or 0.986 limited partnership units of BPY. F3 · kind: (Continued from footnote 2) At this time, the number of shares of class A stock issued to the reporting person in the pre-closing dividend was unable to be determined, and for reporting purposes, we have assumed that the reporting person received the maximum number of shares of class A stock that could have been received. F2 · price: Shares of the Issuer's class A stock, par value $0.01 per share ("class A stock"), were issued to certain holders of record of GGP common stock as of the end of trading on the New York Stock Exchange on July 27, 2018 (the "Pre-Closing Dividend"). The Pre-Closing Dividend consisted of either cash or equity (in the form of class A stock or limited partnership units of Brookfield Property Partners L.P. ("BPY")). Depending on the elections made by the Reporting Person, and the proration of the Pre-Closing Dividend pursuant to the Agreement and Plan of Merger, dated as of March 26, 2018, among BPY, Goldfinch Merger Sub Corp., an indirect, wholly owned subsidiary of BPY ("Merger Sub"), and the Issuer (as amended on June 25, 2018, the "Merger Agreement"), each share of the Issuer's common stock received up to 0.986 shares of class A stock or 0.986 limited partnership units of BPY. F3 · price: (Continued from footnote 2) At this time, the number of shares of class A stock issued to the reporting person in the pre-closing dividend was unable to be determined, and for reporting purposes, we have assumed that the reporting person received the maximum number of shares of class A stock that could have been received. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 17:16 UTC | Brookfield Property REIT Inc. GGP · Entity 136893 | GrantCommon Stock | 23,234 | $0.00 | $0.00 |
DisclosureSEC source: 0001622517-18-000008 · primary_doc.xml · nonDerivative · entry 1 Heath R Fear · CIK 0001651096 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,077 F1 · shares: Represents the grant of restricted stock to the reporting person under the GGP Inc. 2010 Equity Incentive Plan. The grant vests in 25% increments on each of the first four anniversaries of the February 23, 2018 grant date. Read SEC document |
| August 18, 2017 Filed Aug 21, 2017 17:15 UTC | RETAIL PROPERTIES OF AMERICA, INC. RPAI · Entity 134290 | Tax withholdingClass A Common Stock | 3,524 | $13.08 | $46,093.92 |
DisclosureSEC source: 0001209191-17-049737 · doc4.xml · nonDerivative · entry 1 Heath R Fear · CIK 0001651096 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,657 F1 · shares: Represents shares retained by the Issuer to satisfy withholding obligations on 10,908 shares of restricted stock granted to the reporting person on August 18, 2015. Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 19:46 UTC | RETAIL PROPERTIES OF AMERICA, INC. RPAI · Entity 134290 | Tax withholdingClass A Common Stock | 734 | $15.61 | $11,457.74 |
DisclosureSEC source: 0001209191-17-002421 · doc4.xml · nonDerivative · entry 3 Heath R Fear · CIK 0001651096 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,181 F2 · shares: Represents shares retained by the Issuer to satisfy withholding obligations on 2,016 shares of restricted stock granted to the reporting person on February 19, 2016. Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 19:46 UTC | RETAIL PROPERTIES OF AMERICA, INC. RPAI · Entity 134290 | Tax withholdingClass A Common Stock | 686 | $15.61 | $10,708.46 |
DisclosureSEC source: 0001209191-17-002421 · doc4.xml · nonDerivative · entry 2 Heath R Fear · CIK 0001651096 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,915 F1 · shares: Represents shares retained by the Issuer to satisfy withholding obligations on 1,882 shares of restricted stock granted to the reporting person on August 18, 2015. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 19:46 UTC | RETAIL PROPERTIES OF AMERICA, INC. RPAI · Entity 134290 | GrantClass A Common Stock | 13,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-002421 · doc4.xml · nonDerivative · entry 1 Heath R Fear · CIK 0001651096 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,601 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.