Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Presidio Property Trust, Inc.PPTINC · Entity 8487 | Chief Investment Officer | October 02, 2026 | October 06, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Presidio Property Trust, Inc.
Report date October 02, 2026 · Filed October 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| SQFTPSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-10-02 transaction · row 1
1 source rowRow 1 · 2026-10-02 · Disposition to issuer · Disposed 265 · Balance 0 F1: The reporting person disposed of 265 shares of Series D Preferred Stock in exchange for 1,458 shares of common stock in an issuer exchange offer. |
| SQFTSEC Table I · non-derivative | Direct | 83,565 |
Reported balance
After 2026-10-02 transaction · row 2
1 source rowRow 2 · 2026-10-02 · Grant · Acquired 1,458 · Balance 83,565 F1: The reporting person disposed of 265 shares of Series D Preferred Stock in exchange for 1,458 shares of common stock in an issuer exchange offer. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person disposed of 265 shares of Series D Preferred Stock in exchange for 1,458 shares of common stock in an issuer exchange offer.
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 |
|---|---|---|---|---|---|---|
| October 02, 2026 Filed Oct 6, 2026 20:23 UTC | Presidio Property Trust, Inc. PPTINC · Entity 8487 | GrantSQFT | 1,458 | $1.18 | $1,720.44 |
DisclosureSEC source: 0001437749-26-032211 · rdgdoc.xml · nonDerivative · entry 2 KATZ GARY MORRIS · CIK 0001764243 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,565 F1 · price: The reporting person disposed of 265 shares of Series D Preferred Stock in exchange for 1,458 shares of common stock in an issuer exchange offer. Read SEC document |
| October 02, 2026 Filed Oct 6, 2026 20:23 UTC | Presidio Property Trust, Inc. PPTINC · Entity 8487 | Disposition to issuerSQFTP | 265 | $6.25 | $1,656.25 |
DisclosureSEC source: 0001437749-26-032211 · rdgdoc.xml · nonDerivative · entry 1 KATZ GARY MORRIS · CIK 0001764243 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: The reporting person disposed of 265 shares of Series D Preferred Stock in exchange for 1,458 shares of common stock in an issuer exchange offer. Read SEC document |
| January 06, 2026 Filed Feb 19, 2026 19:57 UTC | Presidio Property Trust, Inc. PPTINC · Entity 8487 | GrantCommon Stock - Series A | 2,800 | $3.69 | $10,332.00 |
DisclosureSEC source: 0001437749-26-004708 · rdgdoc.xml · nonDerivative · entry 1 KATZ GARY MORRIS · CIK 0001764243 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,106 Read SEC document |
| December 30, 2025 Filed Dec 31, 2025 14:04 UTC | Presidio Property Trust, Inc. PPTINC · Entity 8487 | Tax withholdingCommon Stock - Series A | 10,470 | $3.67 | $38,424.90 |
DisclosureSEC source: 0001437749-25-038998 · rdgdoc.xml · nonDerivative · entry 1 KATZ GARY MORRIS · CIK 0001764243 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,305 F1 · acquired: shares were withheld by the company to cover payroll tax Read SEC document |
| June 09, 2025 Filed Jun 12, 2025 16:17 UTC | Presidio Property Trust, Inc. PPTINC · Entity 8487 | GrantCommon Stock - Series A | 30,000 | $5.21 | $156,300.00 |
DisclosureSEC source: 0001437749-25-020159 · rdgdoc.xml · nonDerivative · entry 1 KATZ GARY MORRIS · CIK 0001764243 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,775 Read SEC document |
| January 03, 2025 Filed Jan 6, 2025 15:22 UTC | Presidio Property Trust, Inc. PPTINC · Entity 8487 | Tax withholdingCommon Stock - Series A | 77,265 | $0.69 | $53,312.85 |
DisclosureSEC source: 0001437749-25-000394 · rdgdoc.xml · nonDerivative · entry 1 KATZ GARY MORRIS · CIK 0001764243 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 597,746 F1 · shares: Sell-to-cover RSU. Read SEC document |
| January 05, 2024 Filed Jan 9, 2024 22:26 UTC | Presidio Property Trust, Inc. SQFT,SQFTP · Entity 8487 | GrantCommon Stock - Series A | 250,945 | $1.20 | $301,134.00 |
DisclosureSEC source: 0001209191-24-001259 · doc4.xml · nonDerivative · entry 1 KATZ GARY MORRIS · CIK 0001764243 · SVP, Asset Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 675,011 F1 · shares: Restricted shares granted pursuant the Company's 2017 Incentive Award Plan. These shares vest evenly over a three (3) year period at the end of each calendar year. Read SEC document |
| January 03, 2023 Filed Jan 4, 2023 21:47 UTC | Presidio Property Trust, Inc. SQFT,SQFTP · Entity 8487 | Tax withholdingCommon Stock - Series A | 12,701 | $0.95 | $12,065.95 |
DisclosureSEC source: 0001209191-23-001006 · doc4.xml · nonDerivative · entry 2 KATZ GARY MORRIS · CIK 0001764243 · SVP, Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 424,066 F3 · shares: Reporting Person elected to have the Company withhold shares otherwise issuable to cover tax liabilities in connection with shares scheduled to vest on 12/31/2022. F4 · price: Reflects weighted average of price per share withheld to cover tax liabilities for shares scheduled to vest on 12/31/2022. Read SEC document |
| January 03, 2023 Filed Jan 4, 2023 21:47 UTC | Presidio Property Trust, Inc. SQFT,SQFTP · Entity 8487 | GrantCommon Stock - Series A | 277,809 | $1.03 | $286,143.27 |
DisclosureSEC source: 0001209191-23-001006 · doc4.xml · nonDerivative · entry 1 KATZ GARY MORRIS · CIK 0001764243 · SVP, Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 436,767 F1 · shares: Restricted shares granted pursuant to the Company's 2017 Incentive Award Plan. These shares have a three (3) year vesting period. F2 · price: Reflects trailing 20 day average closing price for grants issued. Read SEC document |
| September 22, 2022 Filed Sep 22, 2022 22:11 UTC | Presidio Property Trust, Inc. SQFT,SQFTP · Entity 8487 | PurchaseCommon Stock - Series D | 265 | $22.17 | $5,876.00 |
DisclosureSEC source: 0001209191-22-051052 · doc4.xml · nonDerivative · entry 1 KATZ GARY MORRIS · CIK 0001764243 · SVP, Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265 Read SEC document |
| January 06, 2022 Filed Jan 7, 2022 17:44 UTC | Presidio Property Trust, Inc. SQFT · Entity 8487 | Tax withholdingCOMMON STOCK - SERIES A | 9,076 | $3.76 | $34,162.06 |
DisclosureSEC source: 0001209191-22-002320 · doc4.xml · nonDerivative · entry 4 KATZ GARY MORRIS · CIK 0001764243 · SVP, Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,958 F4 · shares: Reporting Person elected to have the Company withhold shares otherwise issuable to cover tax liabilities in connection with shares that vested on 12/31/2021 and 01/03/2022. F5 · price: Reflects weighted average of sales price per share to cover tax liabilities for shares scheduled that vested on 12/31/2021 and 01/03/2022. Read SEC document |
| January 04, 2022 Filed Jan 7, 2022 17:44 UTC | Presidio Property Trust, Inc. SQFT · Entity 8487 | Tax withholdingCOMMON STOCK - SERIES A | 3,608 | $3.83 | $13,821.89 |
DisclosureSEC source: 0001209191-22-002320 · doc4.xml · nonDerivative · entry 3 KATZ GARY MORRIS · CIK 0001764243 · SVP, Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,034 F4 · shares: Reporting Person elected to have the Company withhold shares otherwise issuable to cover tax liabilities in connection with shares that vested on 12/31/2021 and 01/03/2022. F5 · price: Reflects weighted average of sales price per share to cover tax liabilities for shares scheduled that vested on 12/31/2021 and 01/03/2022. Read SEC document |
| January 03, 2022 Filed Jan 7, 2022 17:44 UTC | Presidio Property Trust, Inc. SQFT · Entity 8487 | GrantCOMMON STOCK - SERIES A | 22,068 | $3.81 | $84,079.08 |
DisclosureSEC source: 0001209191-22-002320 · doc4.xml · nonDerivative · entry 2 KATZ GARY MORRIS · CIK 0001764243 · SVP, Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,642 F3 · shares: Restricted shares granted pursuant to the Company's 2017 Incentive Award Plan. These shares vest on the date of grant. F2 · price: Reflects trailing 20 day average closing price for grants issued. Read SEC document |
| January 03, 2022 Filed Jan 7, 2022 17:44 UTC | Presidio Property Trust, Inc. SQFT · Entity 8487 | GrantCOMMON STOCK - SERIES A | 71,827 | $3.81 | $273,660.87 |
DisclosureSEC source: 0001209191-22-002320 · doc4.xml · nonDerivative · entry 1 KATZ GARY MORRIS · CIK 0001764243 · SVP, Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,574 F1 · shares: Restricted shares granted pursuant to the Company's 2017 Incentive Award Plan. These shares vest evenly over a three (3) year period at the end of each calendar year. F2 · price: Reflects trailing 20 day average closing price for grants issued. Read SEC document |
| June 16, 2021 Filed Jun 17, 2021 19:42 UTC | Presidio Property Trust, Inc. SQFT · Entity 8487 | SaleCOMMON STOCK - SERIES A | 6,000 | $4.08 | $24,477.00 |
DisclosureSEC source: 0001209191-21-041378 · doc4.xml · nonDerivative · entry 1 KATZ GARY MORRIS · CIK 0001764243 · SVP, Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,747 F1 · kind: Sold for tax purposes. Read SEC document |
| January 21, 2021 Filed Jan 25, 2021 21:44 UTC | Presidio Property Trust, Inc. SQFT · Entity 8487 | GrantCOMMON STOCK - SERIES A | 25,974 | $4.00 | $103,896.00 |
DisclosureSEC source: 0001209191-21-005098 · doc4.xml · nonDerivative · entry 1 KATZ GARY MORRIS · CIK 0001764243 · SVP, Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,747 F1 · shares: Restricted shares granted pursuant to the Company's 2017 Incentive Award Plan. These shares vest on the date of grant. F2 · price: Reflects closing price of SQFT on the date of grant. Read SEC document |
| January 06, 2021 Filed Jan 7, 2021 21:16 UTC | Presidio Property Trust, Inc. SQFT · Entity 8487 | Tax withholdingCOMMON STOCK - SERIES A | 2,419 | $3.88 | $9,385.72 |
DisclosureSEC source: 0001209191-21-002492 · doc4.xml · nonDerivative · entry 1 KATZ GARY MORRIS · CIK 0001764243 · SVP, Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,773 F1 · shares: Reporting Person elected to have the Company withhold shares otherwise issuable to cover tax liabilities in connection with shares scheduled to vest on 12/31/2020. F2 · price: Reflects weighted average of sales price per share to cover tax liabilities for shares scheduled to vest on 12/31/2020. Read SEC document |
| January 04, 2021 Filed Jan 5, 2021 21:13 UTC | Presidio Property Trust, Inc. SQFT · Entity 8487 | GrantCOMMON STOCK - SERIES A | 19,480 | $4.13 | $80,452.40 |
DisclosureSEC source: 0001209191-21-000990 · doc4.xml · nonDerivative · entry 1 KATZ GARY MORRIS · CIK 0001764243 · SVP, Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,192 F1 · shares: Restricted shares granted pursuant to the Company's 2017 Incentive Award Plan. These shares vest annually in three (3) equal installments, beginning on 12/31/2021. F2 · price: Reflects closing price of SQFT on the date of grant. F3 · balance_after: Reflects effect of 1-for-2 reverse stock split, effective July 29, 2020. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 01:49 UTC | Presidio Property Trust, Inc. NONE · Entity 8487 | GrantCOMMON STOCK - SERIES A | 15,281 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-000474 · doc4.xml · nonDerivative · entry 2 KATZ GARY MORRIS · CIK 0001764243 · SVP, Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,424 F3 · shares: Restricted shares granted pursuant to the Company's 2017 Incentive Award Plan. These shares vest annually in three (3) equal installments, beginning on 12/31/2020. F3 · price: Restricted shares granted pursuant to the Company's 2017 Incentive Award Plan. These shares vest annually in three (3) equal installments, beginning on 12/31/2020. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 01:49 UTC | Presidio Property Trust, Inc. NONE · Entity 8487 | Tax withholdingCOMMON STOCK - SERIES A | 7,044 | $4.01 | $28,246.44 |
DisclosureSEC source: 0001209191-20-000474 · doc4.xml · nonDerivative · entry 1 KATZ GARY MORRIS · CIK 0001764243 · SVP, Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,143 F1 · shares: Reporting Person elected to have the Company withhold shares otherwise issuable to cover tax liabilities in connection with shares scheduled to vest on 12/31/2019. F1 · price: Reporting Person elected to have the Company withhold shares otherwise issuable to cover tax liabilities in connection with shares scheduled to vest on 12/31/2019. F2 · balance_after: The amount reported reflects 2,411 additional shares to correct discrepancies between amounts previously reported and current records. 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.