Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APARTMENT INVESTMENT & MANAGEMENT COAIV · Entity 5661 | Director | January 29, 2025 | January 30, 2025 |
| Piedmont Realty Trust, Inc.PDM · Entity 4841 | EVP-CFO | October 01, 2026 | October 03, 2026 |
| STORE CAPITAL CorpSTOR · Entity 117285 | CFO, EVP and Treasurer | February 14, 2022 | February 16, 2022 |
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.
APARTMENT INVESTMENT & MANAGEMENT CO
Report date January 29, 2025 · Filed January 30, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 75,900 |
Reported balance
After 2025-01-29 transaction · row 1
1 source rowRow 1 · 2025-01-29 · Grant · Acquired 24,499 · Balance 75,900 F1: Award for director compensation; price column not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Award for director compensation; price column not applicable.
Piedmont Realty Trust, Inc.
Report date October 01, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 53,857 |
Ending reported balance
After 2026-10-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-10-01 · Exercise / conversion · Acquired 15,152 · Balance 58,303 F1: Each restricted stock unit represents a contingent right to receive one share of PDM common stock. Restricted stock units may be settled in cash or common stock at PDM's election. F2: On October 1, 2024, the reporting person was granted 60,606 restricted stock units, vesting in four equal, annual installments beginning on the anniversary of the grant date. On October 1, 2026, the second 25% of the grant vested (15,152 shares) and was settled in PDM common stock. Row 2 · 2026-10-01 · Sale · Disposed 4,446 · Balance 53,857 F3: In connection with this vesting, 4,446 shares were forfeited by the employee and delivered to PDM to satisfy tax withholding obligations. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 110,095 |
Reported balance
After 2026-10-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-10-01 · Exercise / conversion · Disposed 15,152 · Balance 110,095 F1: Each restricted stock unit represents a contingent right to receive one share of PDM common stock. Restricted stock units may be settled in cash or common stock at PDM's election. F2: On October 1, 2024, the reporting person was granted 60,606 restricted stock units, vesting in four equal, annual installments beginning on the anniversary of the grant date. On October 1, 2026, the second 25% of the grant vested (15,152 shares) and was settled in PDM common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of PDM common stock. Restricted stock units may be settled in cash or common stock at PDM's election.
F2: On October 1, 2024, the reporting person was granted 60,606 restricted stock units, vesting in four equal, annual installments beginning on the anniversary of the grant date. On October 1, 2026, the second 25% of the grant vested (15,152 shares) and was settled in PDM common stock.
F3: In connection with this vesting, 4,446 shares were forfeited by the employee and delivered to PDM to satisfy tax withholding obligations.
STORE CAPITAL Corp
Report date February 14, 2022 · Filed February 16, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,256 |
Ending reported balance
After 2022-02-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-02-14 · Grant · Acquired 12,676 · Balance 28,023 F1: Subject to the reporting person's continued employment, these shares will vest in equal installments of 25% on February 15 of each year, with the first vesting date being February 15, 2023. Row 2 · 2022-02-15 · Tax withholding · Disposed 767 · Balance 27,256 |
Filing footnotes · ownership attribution and instrument terms
F1: Subject to the reporting person's continued employment, these shares will vest in equal installments of 25% on February 15 of each year, with the first vesting date being February 15, 2023.
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 01, 2026 Filed Oct 3, 2026 00:35 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Exercise / conversionRestricted Stock Units · Derivative | 15,152 | $0.00 | $0.00 |
DisclosureSEC source: 0001264597-26-000005 · wk-form4_1790973328.xml · derivative · entry 3 REXROAD SHERRY L · CIK 0001264597 · EVP-CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,095 Underlying: Common Stock · 15,152 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PDM common stock. Restricted stock units may be settled in cash or common stock at PDM's election. F2 · derivative.exercise_date: On October 1, 2024, the reporting person was granted 60,606 restricted stock units, vesting in four equal, annual installments beginning on the anniversary of the grant date. On October 1, 2026, the second 25% of the grant vested (15,152 shares) and was settled in PDM common stock. F2 · derivative.expiration_date: On October 1, 2024, the reporting person was granted 60,606 restricted stock units, vesting in four equal, annual installments beginning on the anniversary of the grant date. On October 1, 2026, the second 25% of the grant vested (15,152 shares) and was settled in PDM common stock. Read SEC document |
| October 01, 2026 Filed Oct 3, 2026 00:35 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | SaleCommon Stock | 4,446 | $8.81 | $39,169.26 |
DisclosureSEC source: 0001264597-26-000005 · wk-form4_1790973328.xml · nonDerivative · entry 2 REXROAD SHERRY L · CIK 0001264597 · EVP-CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,857 F3 · shares: In connection with this vesting, 4,446 shares were forfeited by the employee and delivered to PDM to satisfy tax withholding obligations. Read SEC document |
| October 01, 2026 Filed Oct 3, 2026 00:35 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Exercise / conversionCommon Stock | 15,152 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001264597-26-000005 · wk-form4_1790973328.xml · nonDerivative · entry 1 REXROAD SHERRY L · CIK 0001264597 · EVP-CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,303 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: Each restricted stock unit represents a contingent right to receive one share of PDM common stock. Restricted stock units may be settled in cash or common stock at PDM's election. F2 · price: On October 1, 2024, the reporting person was granted 60,606 restricted stock units, vesting in four equal, annual installments beginning on the anniversary of the grant date. On October 1, 2026, the second 25% of the grant vested (15,152 shares) and was settled in PDM common stock. Read SEC document |
| February 17, 2026 Filed Feb 18, 2026 21:24 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | GrantRestricted Stock Units · Derivative | 46,341 | $0.00 | $0.00 |
DisclosureSEC source: 0001264597-26-000003 · wk-form4_1771449894.xml · derivative · entry 1 REXROAD SHERRY L · CIK 0001264597 · EVP-CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,247 Underlying: Common Stock · 46,341 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents a contingent right to receive one share of PDM common stock. Deferred stock units may be settled in cash or common stock at PDM's election. F2 · derivative.exercise_date: On February 17, 2026, the reporting person was granted 46,341 deferred stock units, vesting in four equal, annual installments beginning on the anniversary of the grant date. F2 · derivative.expiration_date: On February 17, 2026, the reporting person was granted 46,341 deferred stock units, vesting in four equal, annual installments beginning on the anniversary of the grant date. Read SEC document |
| February 03, 2026 Filed Feb 5, 2026 21:28 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Exercise / conversionRestricted Stock Units · Derivative | 11,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001264597-26-000002 · wk-form4_1770326908.xml · derivative · entry 2 REXROAD SHERRY L · CIK 0001264597 · EVP-CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,906 Underlying: Common Stock · 11,150 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. F1 · derivative.exercise_price: Each deferred stock unit represents a contingent right to receive one share of PDM common stock. Deferred stock units may be settled in cash or common stock at PDM's election. F2 · derivative.exercise_date: On February 3, 2025, the reporting person was granted 44,601 deferred stock units, vesting in four equal, annual installments beginning on the anniversary of the grant date. On February 3, 2026, the initial 25% of the grant vested (11,150 shares) and were settled in PDM common stock. F2 · derivative.expiration_date: On February 3, 2025, the reporting person was granted 44,601 deferred stock units, vesting in four equal, annual installments beginning on the anniversary of the grant date. On February 3, 2026, the initial 25% of the grant vested (11,150 shares) and were settled in PDM common stock. Read SEC document |
| February 03, 2026 Filed Feb 5, 2026 21:28 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Exercise / conversionCommon Stock | 11,150 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001264597-26-000002 · wk-form4_1770326908.xml · nonDerivative · entry 1 REXROAD SHERRY L · CIK 0001264597 · EVP-CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,151 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: Each deferred stock unit represents a contingent right to receive one share of PDM common stock. Deferred stock units may be settled in cash or common stock at PDM's election. F2 · price: On February 3, 2025, the reporting person was granted 44,601 deferred stock units, vesting in four equal, annual installments beginning on the anniversary of the grant date. On February 3, 2026, the initial 25% of the grant vested (11,150 shares) and were settled in PDM common stock. Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 21:29 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Exercise / conversionRestricted Stock Units · Derivative | 15,151 | $0.00 | $0.00 |
DisclosureSEC source: 0001042776-25-000149 · wk-form4_1759440558.xml · derivative · entry 2 REXROAD SHERRY L · CIK 0001264597 · EVP-CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,056 Underlying: Common Stock · 15,151 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PDM common stock. Restricted stock units may be settled in cash or common stock at PDM's election. F2 · derivative.exercise_date: On October 1, 2024, the reporting person was granted 60,606 restricted stock units, vesting in four equal, annual installments beginning on the anniversary of the grant date. On October 1, 2025, the initial 25% of the grant vested (15,151 shares) and were settled in PDM common stock. F2 · derivative.expiration_date: On October 1, 2024, the reporting person was granted 60,606 restricted stock units, vesting in four equal, annual installments beginning on the anniversary of the grant date. On October 1, 2025, the initial 25% of the grant vested (15,151 shares) and were settled in PDM common stock. Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 21:29 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Exercise / conversionCommon Stock | 15,151 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001042776-25-000149 · wk-form4_1759440558.xml · nonDerivative · entry 1 REXROAD SHERRY L · CIK 0001264597 · EVP-CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,001 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: Each restricted stock unit represents a contingent right to receive one share of PDM common stock. Restricted stock units may be settled in cash or common stock at PDM's election. F2 · price: On October 1, 2024, the reporting person was granted 60,606 restricted stock units, vesting in four equal, annual installments beginning on the anniversary of the grant date. On October 1, 2025, the initial 25% of the grant vested (15,151 shares) and were settled in PDM common stock. Read SEC document |
| May 01, 2025 Filed May 1, 2025 20:15 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | PurchaseCommon Stock | 16,850 | $5.95 | $100,257.50 |
DisclosureSEC source: 0001042776-25-000079 · wk-form4_1746130533.xml · nonDerivative · entry 1 REXROAD SHERRY L · CIK 0001264597 · EVP-CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,850 Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 21:59 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | GrantRestricted Stock Units · Derivative | 44,601 | $0.00 | $0.00 |
DisclosureSEC source: 0001042776-25-000014 · wk-form4_1738792737.xml · derivative · entry 1 REXROAD SHERRY L · CIK 0001264597 · EVP-CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,207 Underlying: Common Stock · 44,601 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents a contingent right to receive one share of PDM common stock. Deferred stock units may be settled in cash or common stock at PDM's election. F2 · derivative.exercise_date: On February 3, 2025, the reporting person was granted 44,601 deferred stock units, vesting in four equal, annual installments beginning on the anniversary of the grant date. F2 · derivative.expiration_date: On February 3, 2025, the reporting person was granted 44,601 deferred stock units, vesting in four equal, annual installments beginning on the anniversary of the grant date. Read SEC document |
| January 29, 2025 Filed Jan 30, 2025 22:10 UTC | APARTMENT INVESTMENT & MANAGEMENT CO AIV · Entity 5661 | GrantClass A Common Stock | 24,499 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-25-001328 · form4.xml · nonDerivative · entry 1 REXROAD SHERRY L · CIK 0001264597 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,900 F1 · price: Award for director compensation; price column not applicable. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 21:17 UTC | APARTMENT INVESTMENT & MANAGEMENT CO AIV · Entity 5661 | GrantClass A Common Stock | 30,184 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-001844 · form4.xml · nonDerivative · entry 1 REXROAD SHERRY L · CIK 0001264597 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,401 F1 · price: Award for director compensation; price column not applicable. Read SEC document |
| March 27, 2023 Filed Mar 28, 2023 20:16 UTC | APARTMENT INVESTMENT & MANAGEMENT CO AIV · Entity 5661 | GrantClass A Common Stock | 21,217 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-007887 · form4.xml · nonDerivative · entry 1 REXROAD SHERRY L · CIK 0001264597 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,217 F1 · price: Award for director compensation; price column not applicable. Read SEC document |
| February 15, 2022 Filed Feb 16, 2022 19:28 UTC | STORE CAPITAL Corp STOR · Entity 117285 | Tax withholdingCommon Stock | 767 | $30.48 | $23,378.16 |
DisclosureSEC source: 0001209191-22-010347 · doc4.xml · nonDerivative · entry 2 REXROAD SHERRY L · CIK 0001264597 · CFO, EVP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,256 Read SEC document |
| February 14, 2022 Filed Feb 16, 2022 19:28 UTC | STORE CAPITAL Corp STOR · Entity 117285 | GrantCommon Stock | 12,676 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-010347 · doc4.xml · nonDerivative · entry 1 REXROAD SHERRY L · CIK 0001264597 · CFO, EVP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,023 F1 · shares: Subject to the reporting person's continued employment, these shares will vest in equal installments of 25% on February 15 of each year, with the first vesting date being February 15, 2023. 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.