Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CORPORATE PROPERTY ASSOCIATES 18 GLOBAL INCNONE · Entity 124926 | CFO | December 11, 2019 | December 18, 2019 |
| Carey Watermark Investors IncNONE · Entity 149840 | Chief Financial Officer | October 14, 2016 | October 14, 2016 |
| Net Lease Office PropertiesNLOP · Entity 6437 | Chief Financial Officer | January 19, 2024 | January 23, 2024 |
| W. P. Carey Inc.WPC · Entity 3333 | CFO | February 15, 2026 | February 18, 2026 |
| Watermark Lodging Trust, Inc.NONE · Entity 122885 | Chief Financial Officer | October 14, 2016 | October 14, 2016 |
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.
CORPORATE PROPERTY ASSOCIATES 18 GLOBAL INC
Report date December 11, 2019 · Filed December 18, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2019-12-11 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 F1: The Reporting Person does not beneficially own any securities of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person does not beneficially own any securities of the Issuer.
Carey Watermark Investors Inc
Report date October 14, 2016 · Filed October 14, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| No securities are beneficially ownedSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2016-10-14 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Net Lease Office Properties
Report date January 19, 2024 · Filed January 23, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,212 |
Reported balance
After 2024-01-19 transaction · row 1
1 source rowRow 1 · 2024-01-19 · Other · Acquired 42 · Balance 4,212 F1: On December 8, 2023, the Issuer declared a dividend of $0.34 per share to all shareholders of record as of the close of business on December 18, 2023 (the "Share Dividend"). Shareholders could elect to receive their dividend in the form of cash or shares. The aggregate amount of cash to be distributed by the Issuer was limited to a maximum of 20% of the total dividend. This Reporting Person's dividend was subject to proration based on their election. The value of the shares to be distributed is based upon the volume weighted average trading prices of the Issuer's common shares on the New York Stock Exchange between January 18, 2024 and January 19, 2024 which was $23.82. The dividend is payable on January 29, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: On December 8, 2023, the Issuer declared a dividend of $0.34 per share to all shareholders of record as of the close of business on December 18, 2023 (the "Share Dividend"). Shareholders could elect to receive their dividend in the form of cash or shares. The aggregate amount of cash to be distributed by the Issuer was limited to a maximum of 20% of the total dividend. This Reporting Person's dividend was subject to proration based on their election. The value of the shares to be distributed is based upon the volume weighted average trading prices of the Issuer's common shares on the New York Stock Exchange between January 18, 2024 and January 19, 2024 which was $23.82. The dividend is payable on January 29, 2024.
W. P. Carey Inc.
Report date February 15, 2026 · Filed February 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 180,948 |
Ending reported balance
After 2026-02-15 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2026-02-15 · Tax withholding · Disposed 1,076 · Balance 185,193 F1: Represents the payment of tax liability withholding shares in connection with the vesting and settlement of restricted stock units ("RSUs") originally granted on January 24, 2023, with a three-year vesting period beginning on February 15, 2024. Row 2 · 2026-02-15 · Tax withholding · Disposed 13 · Balance 185,180 F2: Represents the payment of tax liability withholding shares in connection with the vesting and settlement of RSUs originally granted on November 8, 2023, with a three-year vesting period beginning on February 15, 2024. Row 3 · 2026-02-15 · Tax withholding · Disposed 555 · Balance 184,625 F3: Represents the payment of tax liability withholding shares in connection with the vesting and settlement of RSUs originally granted on January 23, 2024, with a three-year vesting period beginning on February 15, 2025. Row 4 · 2026-02-15 · Tax withholding · Disposed 1,441 · Balance 183,184 F3: Represents the payment of tax liability withholding shares in connection with the vesting and settlement of RSUs originally granted on January 23, 2024, with a three-year vesting period beginning on February 15, 2025. Row 5 · 2026-02-15 · Tax withholding · Disposed 2,236 · Balance 180,948 F4: Represents the payment of tax liability withholding shares in connection with the vesting and settlement of RSUs originally granted on January 21, 2025, with a three-year vesting period beginning on February 15, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the payment of tax liability withholding shares in connection with the vesting and settlement of restricted stock units ("RSUs") originally granted on January 24, 2023, with a three-year vesting period beginning on February 15, 2024.
F2: Represents the payment of tax liability withholding shares in connection with the vesting and settlement of RSUs originally granted on November 8, 2023, with a three-year vesting period beginning on February 15, 2024.
F3: Represents the payment of tax liability withholding shares in connection with the vesting and settlement of RSUs originally granted on January 23, 2024, with a three-year vesting period beginning on February 15, 2025.
F4: Represents the payment of tax liability withholding shares in connection with the vesting and settlement of RSUs originally granted on January 21, 2025, with a three-year vesting period beginning on February 15, 2026.
Watermark Lodging Trust, Inc.
Report date October 14, 2016 · Filed October 14, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| No securities are beneficially ownedSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2016-10-14 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
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 15, 2017 Filed Feb 17, 2017 23:11 UTC | W. P. Carey Inc. WPC · Entity 3333 | Tax withholdingCommon Stock | 1,163 | $62.78 | $73,013.14 |
DisclosureSEC source: 0001209191-17-012344 · doc4.xml · nonDerivative · entry 1 Sanzone ToniAnn · CIK 0001646363 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,105 Read SEC document |
| January 31, 2017 Filed Feb 1, 2017 21:55 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 2,356 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-006763 · doc4.xml · nonDerivative · entry 1 Sanzone ToniAnn · CIK 0001646363 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,268 F1 · kind: Represents restricted share units ("RSUs") granted as part of the Issuer's 2009 Long Term Incentive Plan. These RSUs are scheduled to vest in three equal annual installments beginning on February 15, 2018 and ending on February 15, 2020 and are convertible on a one-for-one basis into shares of the Issuer's Common Stock. F1 · shares: Represents restricted share units ("RSUs") granted as part of the Issuer's 2009 Long Term Incentive Plan. These RSUs are scheduled to vest in three equal annual installments beginning on February 15, 2018 and ending on February 15, 2020 and are convertible on a one-for-one basis into shares of the Issuer's Common Stock. F1 · price: Represents restricted share units ("RSUs") granted as part of the Issuer's 2009 Long Term Incentive Plan. These RSUs are scheduled to vest in three equal annual installments beginning on February 15, 2018 and ending on February 15, 2020 and are convertible on a one-for-one basis into shares of the Issuer's Common Stock. Read SEC document |
| January 18, 2017 Filed Jan 20, 2017 22:10 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-004932 · doc4.xml · nonDerivative · entry 1 Sanzone ToniAnn · CIK 0001646363 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,912 F1 · kind: Represents restricted share units ("RSUs") granted as part of the Issuer's 2009 Long Term Incentive Plan. These RSUs are scheduled to vest in three equal annual installments beginning on February 15, 2018 and ending on February 15, 2020 and are convertible on a one-for-one basis into shares of the Issuer's Common Stock. F1 · shares: Represents restricted share units ("RSUs") granted as part of the Issuer's 2009 Long Term Incentive Plan. These RSUs are scheduled to vest in three equal annual installments beginning on February 15, 2018 and ending on February 15, 2020 and are convertible on a one-for-one basis into shares of the Issuer's Common Stock. F1 · price: Represents restricted share units ("RSUs") granted as part of the Issuer's 2009 Long Term Incentive Plan. These RSUs are scheduled to vest in three equal annual installments beginning on February 15, 2018 and ending on February 15, 2020 and are convertible on a one-for-one basis into shares of the Issuer's Common Stock. F2 · balance_after: Includes 190 shares previously acquired under the Issuer's Employee Stock Purchase Plan. 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.