Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Alpine Income Property Trust, Inc.PINE · Entity 5736 | SVP, CFO AND TREASURER | March 12, 2020 | March 16, 2020 |
| CTO Realty Growth, Inc.CTO · Entity 5116 | SVP & CFO | February 24, 2020 | February 26, 2020 |
| ESSENTIAL PROPERTIES REALTY TRUST, INC.EPRT · Entity 3748 | Executive VP, CFO & Treasurer | October 14, 2025 | October 15, 2025 |
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.
Alpine Income Property Trust, Inc.
Report date March 12, 2020 · Filed March 16, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,000 |
Last balance in matching sequence
After 2020-03-13 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2020-03-12 · Purchase · Acquired 500 · Balance 500 F1: Mr. Patten also serves as the Senior Vice President and Chief Financial Officer of Consolidated-Tomoka Land Co. ("CTO"). Mr. Patten disclaims beneficial ownership of all equity securities of the Issuer that are or may be beneficially owned by CTO or any of its affiliates. Pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, as amended (the "Exchange Act"), this filing shall not be deemed an admission that Mr. Patten is, for purposes of Section 16 of the Exchange Act or otherwise, the beneficial owner of any equity securities of the Issuer that are or may be beneficially owned by CTO or any of its affiliates. Row 2 · 2020-03-13 · Purchase · Acquired 500 · Balance 1,000 F1: Mr. Patten also serves as the Senior Vice President and Chief Financial Officer of Consolidated-Tomoka Land Co. ("CTO"). Mr. Patten disclaims beneficial ownership of all equity securities of the Issuer that are or may be beneficially owned by CTO or any of its affiliates. Pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, as amended (the "Exchange Act"), this filing shall not be deemed an admission that Mr. Patten is, for purposes of Section 16 of the Exchange Act or otherwise, the beneficial owner of any equity securities of the Issuer that are or may be beneficially owned by CTO or any of its affiliates. |
Filing footnotes · ownership attribution and instrument terms
F1: Mr. Patten also serves as the Senior Vice President and Chief Financial Officer of Consolidated-Tomoka Land Co. ("CTO"). Mr. Patten disclaims beneficial ownership of all equity securities of the Issuer that are or may be beneficially owned by CTO or any of its affiliates. Pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, as amended (the "Exchange Act"), this filing shall not be deemed an admission that Mr. Patten is, for purposes of Section 16 of the Exchange Act or otherwise, the beneficial owner of any equity securities of the Issuer that are or may be beneficially owned by CTO or any of its affiliates.
CTO Realty Growth, Inc.
Report date February 24, 2020 · Filed February 26, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,308 |
Reported balance
After 2020-02-24 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-02-24 · Grant · Acquired 2,156 · Balance 34,308 F1: Restricted shares one-third of which vest on each of the first, second and third anniversaries of January 28, 2020, provided that the reporting person is an employee of the Issuer on those dates. The fair market value of the common stock on the date of the grant was $62.47 per share, but the fair market value of the award when vested will be the fair market value of the common stock on each vesting date. F2: This amount includes the 2,156 restricted shares reported above, as well as 2,157 additional shares of restricted common stock which vest over time, which were previously reported. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted shares one-third of which vest on each of the first, second and third anniversaries of January 28, 2020, provided that the reporting person is an employee of the Issuer on those dates. The fair market value of the common stock on the date of the grant was $62.47 per share, but the fair market value of the award when vested will be the fair market value of the common stock on each vesting date.
F2: This amount includes the 2,156 restricted shares reported above, as well as 2,157 additional shares of restricted common stock which vest over time, which were previously reported.
ESSENTIAL PROPERTIES REALTY TRUST, INC.
Report date October 14, 2025 · Filed October 15, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 134,978 |
Reported balance
After 2025-10-14 transaction · row 1
1 source rowRow 1 · 2025-10-14 · Grant · Acquired 214 · Balance 134,978 F1: Represents an adjustment to the shares subject to performance-based RSUs granted in 2022 which will vest on December 31, 2025 in connection with the payment of quarterly dividends to stockholders for the third quarter of 2025 pursuant to the terms and conditions of the underlying award agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an adjustment to the shares subject to performance-based RSUs granted in 2022 which will vest on December 31, 2025 in connection with the payment of quarterly dividends to stockholders for the third quarter of 2025 pursuant to the terms and conditions of the underlying award agreement.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SUN COMMUNITIES INC
Report date February 04, 2026 · Filed February 17, 2026
Section 16 reporting ended · disclosed 2026-02-17. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCK, $0.01 PAR VALUESEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-02-04 transaction · row 1
1 source rowRow 1 · 2026-02-04 · Disposition to issuer · Disposed 28,892 · Balance 0 F1: Represents the forfeiture of time-based restricted stock award granted to the Reporting Person on January 5, 2026 due to departure from his role as Chief Financial Officer, Executive Vice President, Secretary and Treasurer of the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the forfeiture of time-based restricted stock award granted to the Reporting Person on January 5, 2026 due to departure from his role as Chief Financial Officer, Executive Vice President, Secretary and Treasurer of the Company.
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 04, 2026 Filed Feb 17, 2026 20:37 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Disposition to issuerCOMMON STOCK, $0.01 PAR VALUE | 28,892 | $127.92 | $3,695,864.64 |
DisclosureSEC source: 0000912593-26-000064 · wk-form4_1771360676.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · EVP, CFO, Sec. & Treas. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: Represents the forfeiture of time-based restricted stock award granted to the Reporting Person on January 5, 2026 due to departure from his role as Chief Financial Officer, Executive Vice President, Secretary and Treasurer of the Company. Read SEC document |
| January 05, 2026 Filed Jan 8, 2026 00:50 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GrantCOMMON STOCK, $0.01 PAR VALUE | 28,892 | $121.14 | $3,499,976.88 |
DisclosureSEC source: 0000912593-26-000017 · wk-form4_1767833456.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · EVP, CFO, Sec. & Treas. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,892 F1 · shares: Restricted stock. 28,892 of the shares are subject to time vesting: 7,223 of these time vesting shares vest on each of January 5, 2027, 2028, 2029, and 2030. Read SEC document |
| October 14, 2025 Filed Oct 15, 2025 22:26 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 214 | $0.00 | $0.00 |
DisclosureSEC source: 0001282528-25-000003 · wk-form4_1760567162.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · Executive VP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,978 F1 · kind: Represents an adjustment to the shares subject to performance-based RSUs granted in 2022 which will vest on December 31, 2025 in connection with the payment of quarterly dividends to stockholders for the third quarter of 2025 pursuant to the terms and conditions of the underlying award agreement. Read SEC document |
| July 14, 2025 Filed Jul 15, 2025 20:37 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 199 | $0.00 | $0.00 |
DisclosureSEC source: 0001728951-25-000131 · wk-form4_1752611826.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · Executive VP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,764 F1 · kind: Represents an adjustment to the shares subject to performance-based RSUs granted in 2022 which will vest on December 31, 2025 in connection with the payment of quarterly dividends to stockholders for the second quarter of 2025 pursuant to the terms and conditions of the underlying award agreement. Read SEC document |
| April 11, 2025 Filed Apr 15, 2025 20:34 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 202 | $0.00 | $0.00 |
DisclosureSEC source: 0001728951-25-000076 · wk-form4_1744749237.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · Executive VP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,565 F1 · kind: Represents an adjustment to the shares subject to performance-based RSUs granted in 2022 which will vest on December 31, 2025 in connection with the payment of quarterly dividends to stockholders for the first quarter of 2025 pursuant to the terms and conditions of the underlying award agreement. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 21:46 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantOP Units · Derivative | 13,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001728951-25-000053 · wk-form4_1740433564.xml · derivative · entry 1 Patten Mark E · CIK 0001282528 · Executive VP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,029 Underlying: Common Stock · 13,029 shares Expires not disclosed F1 · security: The OP Units ("OP Units") are units of limited partnership interest issued by Essential Properties, L.P., a Delaware limited partnership and the entity through which Essential Properties Realty Trust, Inc. (the "Company") holds substantially all of its assets and conducts its operations. The OP Units are redeemable by the holder for cash or, at the Company's election, may be exchanged for shares of the Company's common stock at a one-to-one ratio, subject to anti-dilution adjustments. F2 · security: Represents a special class of OP Units issued by Essential Properties, L.P. pursuant to its Partnership Agreement and the Company's Long-Term Incentive Plan ("LTIP Units"). Each LTIP Unit represents the contingent right to receive one OP Unit upon vesting, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes. F1 · derivative.exercise_price: The OP Units ("OP Units") are units of limited partnership interest issued by Essential Properties, L.P., a Delaware limited partnership and the entity through which Essential Properties Realty Trust, Inc. (the "Company") holds substantially all of its assets and conducts its operations. The OP Units are redeemable by the holder for cash or, at the Company's election, may be exchanged for shares of the Company's common stock at a one-to-one ratio, subject to anti-dilution adjustments. F2 · derivative.exercise_price: Represents a special class of OP Units issued by Essential Properties, L.P. pursuant to its Partnership Agreement and the Company's Long-Term Incentive Plan ("LTIP Units"). Each LTIP Unit represents the contingent right to receive one OP Unit upon vesting, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes. F2 · shares: Represents a special class of OP Units issued by Essential Properties, L.P. pursuant to its Partnership Agreement and the Company's Long-Term Incentive Plan ("LTIP Units"). Each LTIP Unit represents the contingent right to receive one OP Unit upon vesting, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes. F1 · derivative.exercise_date: The OP Units ("OP Units") are units of limited partnership interest issued by Essential Properties, L.P., a Delaware limited partnership and the entity through which Essential Properties Realty Trust, Inc. (the "Company") holds substantially all of its assets and conducts its operations. The OP Units are redeemable by the holder for cash or, at the Company's election, may be exchanged for shares of the Company's common stock at a one-to-one ratio, subject to anti-dilution adjustments. F2 · derivative.exercise_date: Represents a special class of OP Units issued by Essential Properties, L.P. pursuant to its Partnership Agreement and the Company's Long-Term Incentive Plan ("LTIP Units"). Each LTIP Unit represents the contingent right to receive one OP Unit upon vesting, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes. F3 · derivative.exercise_date: These LTIP Units vest ratably on the first, second, third and fourth anniversaries of January 18, 2025, subject to the reporting person's continued employment by the Company through the applicable vesting date. There is no expiration date for the LTIP Units or OP Units. F3 · derivative.expiration_date: These LTIP Units vest ratably on the first, second, third and fourth anniversaries of January 18, 2025, subject to the reporting person's continued employment by the Company through the applicable vesting date. There is no expiration date for the LTIP Units or OP Units. F1 · derivative.underlying_shares: The OP Units ("OP Units") are units of limited partnership interest issued by Essential Properties, L.P., a Delaware limited partnership and the entity through which Essential Properties Realty Trust, Inc. (the "Company") holds substantially all of its assets and conducts its operations. The OP Units are redeemable by the holder for cash or, at the Company's election, may be exchanged for shares of the Company's common stock at a one-to-one ratio, subject to anti-dilution adjustments. F2 · derivative.underlying_shares: Represents a special class of OP Units issued by Essential Properties, L.P. pursuant to its Partnership Agreement and the Company's Long-Term Incentive Plan ("LTIP Units"). Each LTIP Unit represents the contingent right to receive one OP Unit upon vesting, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes. Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 21:34 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | Tax withholdingCommon Stock | 9,019 | $31.20 | $281,392.80 |
DisclosureSEC source: 0001728951-25-000040 · wk-form4_1739482487.xml · nonDerivative · entry 2 Patten Mark E · CIK 0001282528 · Executive VP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,363 Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 21:34 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 41,540 | $0.00 | $0.00 |
DisclosureSEC source: 0001728951-25-000040 · wk-form4_1739482487.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · Executive VP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,382 F1 · security: Represents shares acquired upon the achievement of the performance criteria underlying the award of performance-based restricted stock units granted to the reporting person in 2022, of which 50% were immediately vested upon certification of the achievement of the performance criteria and the remaining 50% will vest on December 31, 2025, subject to the reporting person's continued service through such date. F1 · kind: Represents shares acquired upon the achievement of the performance criteria underlying the award of performance-based restricted stock units granted to the reporting person in 2022, of which 50% were immediately vested upon certification of the achievement of the performance criteria and the remaining 50% will vest on December 31, 2025, subject to the reporting person's continued service through such date. Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 02:14 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | Tax withholdingCommon Stock | 6,902 | $31.46 | $217,136.92 |
DisclosureSEC source: 0001728951-25-000016 · wk-form4_1737598465.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · Executive VP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,842 Read SEC document |
| January 14, 2025 Filed Jan 15, 2025 21:31 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 125 | $0.00 | $0.00 |
DisclosureSEC source: 0001728951-25-000007 · wk-form4_1736976676.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · Executive VP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,744 F1 · kind: Represents an adjustment to the shares subject to performance-based RSUs granted in 2021 which vested on December 31, 2024 in connection with the payment of quarterly dividends to stockholders for the fourth quarter of 2024 pursuant to the terms and conditions of the underlying award agreement. Read SEC document |
| October 11, 2024 Filed Oct 15, 2024 20:09 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 115 | $0.00 | $0.00 |
DisclosureSEC source: 0001728951-24-000154 · wk-form4_1729022978.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · Executive VP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,619 F1 · kind: Represents an adjustment to the shares subject to performance-based RSUs granted in 2021 which will vest on December 31, 2024 in connection with the payment of quarterly dividends to stockholders for the third quarter of 2024 pursuant to the terms and conditions of the underlying award agreement. Read SEC document |
| July 12, 2024 Filed Jul 15, 2024 20:43 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 127 | $0.00 | $0.00 |
DisclosureSEC source: 0001728951-24-000116 · wk-form4_1721076175.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · Executive VP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,504 F1 · kind: Represents an adjustment to the shares subject to performance-based RSUs granted in 2021 which will vest on December 31, 2024 in connection with the payment of quarterly dividends to stockholders for the second quarter of 2024 pursuant to the terms and conditions of the underlying award agreement. Read SEC document |
| April 12, 2024 Filed Apr 16, 2024 21:12 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 141 | $0.00 | $0.00 |
DisclosureSEC source: 0001728951-24-000063 · wk-form4_1713301969.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · Executive VP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,377 F1 · kind: Represents an adjustment to the shares subject to performance-based RSUs granted in 2021 which will vest on December 31, 2024 in connection with the payment of quarterly dividends to stockholders for the first quarter of 2024 pursuant to the terms and conditions of the underlying award agreement. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 22:31 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 13,724 | $0.00 | $0.00 |
DisclosureSEC source: 0001728951-24-000037 · wk-form4_1708468239.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · Executive VP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,236 F1 · security: Reflects a grant of restricted stock units that vest ratably on the first, second, third and fourth anniversaries of January 18, 2024, subject to the reporting person's continued employment by the issuer through the applicable vesting date. F1 · kind: Reflects a grant of restricted stock units that vest ratably on the first, second, third and fourth anniversaries of January 18, 2024, subject to the reporting person's continued employment by the issuer through the applicable vesting date. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 21:53 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | Tax withholdingCommon Stock | 5,474 | $24.20 | $132,470.80 |
DisclosureSEC source: 0001728951-24-000032 · wk-form4_1708033975.xml · nonDerivative · entry 2 Patten Mark E · CIK 0001282528 · Executive VP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,512 Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 21:53 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 25,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001728951-24-000032 · wk-form4_1708033975.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · Executive VP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,986 F1 · security: Represents shares acquired upon the achievement of the performance criteria underlying the award of performance-based restricted stock units granted to the reporting person in 2021, of which 50% were immediately vested upon certification of the achievement of the performance criteria and the remaining 50% will vest on December 31, 2024, subject to the reporting person's continued service through such date. F1 · kind: Represents shares acquired upon the achievement of the performance criteria underlying the award of performance-based restricted stock units granted to the reporting person in 2021, of which 50% were immediately vested upon certification of the achievement of the performance criteria and the remaining 50% will vest on December 31, 2024, subject to the reporting person's continued service through such date. Read SEC document |
| January 18, 2024 Filed Jan 22, 2024 22:28 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | Tax withholdingCommon Stock | 2,220 | $25.03 | $55,566.60 |
DisclosureSEC source: 0001728951-24-000008 · wk-form4_1705962520.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · Executive VP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,666 Read SEC document |
| August 10, 2023 Filed Aug 10, 2023 20:47 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | Tax withholdingCommon Stock | 9,282 | $24.03 | $223,046.46 |
DisclosureSEC source: 0001728951-23-000086 · wf-form4_169170043293464.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · Executive VP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,886 F1 · shares: Represents the number of shares withheld to satisfy the withholding taxes with respect to the issuance of the underlying common stock upon the vesting of restricted stock units granted on 8/10/2020. These shares were withheld by the Company on 8/10/2023. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 00:48 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 11,254 | $0.00 | $0.00 |
DisclosureSEC source: 0001728951-23-000026 · wf-form4_167659491566324.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · Executive VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,168 F1 · kind: Reflects a grant of restricted stock units that vest ratably on the first, second, third and fourth anniversaries of January 18, 2023, subject to the reporting person's continued employment by the issuer through the applicable vesting date. Read SEC document |
| January 18, 2023 Filed Jan 19, 2023 01:08 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | Tax withholdingCommon Stock | 1,335 | $24.64 | $32,894.40 |
DisclosureSEC source: 0001728951-23-000004 · wf-form4_167409050008880.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · Executive VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,914 Read SEC document |
| August 10, 2022 Filed Nov 8, 2022 21:49 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | Tax withholdingCommon Stock | 8,204 | $24.47 | $200,751.88 |
DisclosureSEC source: 0001728951-22-000116 · wf-form4_166794413171258.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · Executive VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,249 F1 · shares: Represents the number of shares withheld to satisfy the withholding taxes with respect to the issuance of the underlying common stock upon the vesting of restricted stock units granted on 8/10/2020. These shares were withheld by the Company on 8/10/2022. Read SEC document |
| June 15, 2022 Filed Jun 16, 2022 13:11 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | PurchaseCommon Stock | 1,000 | $20.76 | $20,760.00 |
DisclosureSEC source: 0001728951-22-000091 · wf-form4_165538506045306.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · Executive VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,453 Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 21:20 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 9,693 | $0.00 | $0.00 |
DisclosureSEC source: 0001728951-22-000031 · wf-form4_164513278975821.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · Executive VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,453 F1 · shares: Reflects a grant of restricted stock units that vest ratably on the first, second, third and fourth anniversaries of January 18, 2022, subject to the reporting person's continued employment by the Issuer through the applicable vesting date. Read SEC document |
| January 18, 2022 Filed Jan 20, 2022 21:27 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | Tax withholdingCommon Stock | 519 | $27.60 | $14,324.40 |
DisclosureSEC source: 0001728951-22-000014 · wf-form4_164271402916703.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · Executive VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,760 Read SEC document |
| August 10, 2021 Filed Aug 11, 2021 20:21 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | Tax withholdingCommon Stock | 6,614 | $30.10 | $199,081.40 |
DisclosureSEC source: 0001728951-21-000084 · wf-form4_162871326157892.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · Executive VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,279 Read SEC document |
| March 22, 2021 Filed Mar 23, 2021 15:56 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 1,000 | $22.61 | $22,610.00 |
DisclosureSEC source: 0001728951-21-000032 · wf-form4_161651498054062.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · Executive VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,893 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $22.55 to $22.75, inclusive. The reporting person undertakes to provide to Essential Properties Realty Trust, Inc., any security holder of Essential Properties Realty Trust, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in footnote (1). Read SEC document |
| March 18, 2021 Filed Mar 18, 2021 20:53 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 2,000 | $23.85 | $47,700.00 |
DisclosureSEC source: 0001728951-21-000030 · wf-form4_161610078260090.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · Executive VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,893 Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 21:26 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 6,079 | $0.00 | $0.00 |
DisclosureSEC source: 0001728951-21-000017 · wf-form4_161420196463624.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,893 F1 · shares: Reflects a grant of restricted stock units that vest ratably on the first, second, third and fourth anniversaries of January 18, 2021, subject to the reporting person's continued employment by the Issuer through the applicable vesting date. Read SEC document |
| August 10, 2020 Filed Aug 12, 2020 18:58 UTC | ESSENTIAL PROPERTIES REALTY TRUST, INC. EPRT · Entity 3748 | GrantCommon Stock | 69,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001728951-20-000011 · wf-form4_159725868767024.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,814 F1 · shares: Reflects a grant of restricted stock units that vest ratably on the first, second, and third anniversaries of the date of grant, subject to the reporting person's continued employment by the Issuer through the applicable vesting date. Read SEC document |
| March 13, 2020 Filed Mar 16, 2020 14:25 UTC | Alpine Income Property Trust, Inc. PINE · Entity 5736 | PurchaseCommon Stock | 500 | $13.28 | $6,641.00 |
DisclosureSEC source: 0001415889-20-000750 · form4-03162020_020307.xml · nonDerivative · entry 2 Patten Mark E · CIK 0001282528 · SVP, CFO AND TREASURER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 F1 · balance_after: Mr. Patten also serves as the Senior Vice President and Chief Financial Officer of Consolidated-Tomoka Land Co. ("CTO"). Mr. Patten disclaims beneficial ownership of all equity securities of the Issuer that are or may be beneficially owned by CTO or any of its affiliates. Pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, as amended (the "Exchange Act"), this filing shall not be deemed an admission that Mr. Patten is, for purposes of Section 16 of the Exchange Act or otherwise, the beneficial owner of any equity securities of the Issuer that are or may be beneficially owned by CTO or any of its affiliates. Read SEC document |
| March 12, 2020 Filed Mar 16, 2020 14:25 UTC | Alpine Income Property Trust, Inc. PINE · Entity 5736 | PurchaseCommon Stock | 500 | $13.81 | $6,903.80 |
DisclosureSEC source: 0001415889-20-000750 · form4-03162020_020307.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · SVP, CFO AND TREASURER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 F1 · balance_after: Mr. Patten also serves as the Senior Vice President and Chief Financial Officer of Consolidated-Tomoka Land Co. ("CTO"). Mr. Patten disclaims beneficial ownership of all equity securities of the Issuer that are or may be beneficially owned by CTO or any of its affiliates. Pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, as amended (the "Exchange Act"), this filing shall not be deemed an admission that Mr. Patten is, for purposes of Section 16 of the Exchange Act or otherwise, the beneficial owner of any equity securities of the Issuer that are or may be beneficially owned by CTO or any of its affiliates. Read SEC document |
| February 24, 2020 Filed Feb 26, 2020 21:10 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | GrantCommon Stock | 2,156 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-20-000498 · form4-02262020_040211.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,308 F1 · shares: Restricted shares one-third of which vest on each of the first, second and third anniversaries of January 28, 2020, provided that the reporting person is an employee of the Issuer on those dates. The fair market value of the common stock on the date of the grant was $62.47 per share, but the fair market value of the award when vested will be the fair market value of the common stock on each vesting date. F2 · balance_after: This amount includes the 2,156 restricted shares reported above, as well as 2,157 additional shares of restricted common stock which vest over time, which were previously reported. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 21:15 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | Tax withholdingCommon Stock | 542 | $61.43 | $33,295.06 |
DisclosureSEC source: 0001415889-20-000318 · form4-02132020_040210.xml · nonDerivative · entry 2 Patten Mark E · CIK 0001282528 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,152 F3 · shares: On February 11, 2020, the Reporting Person instructed the Issuer to withhold 542 of the Issued Shares to satisfy the Reporting Person's tax liability. F4 · balance_after: This amount includes 2,157 shares of restricted common stock which vest over time, which were previously reported. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 21:15 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | GrantCommon Stock | 2,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-20-000318 · form4-02132020_040210.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,694 F1 · shares: On February 11, 2020, the Issuer issued 2,250 shares of its common stock (the "Issued Shares") to the Reporting Person. The Issued Shares were issued pursuant to a Performance Shares Award Agreement between the Issuer and the Reporting Person dated February 3, 2017, the form of which has been filed as an exhibit to the Issuer's annual report on Form 10-K for the year ended December 31, 2018. F2 · balance_after: This amount includes 2,157 shares of restricted common stock which vest over time, which were previously reported. Read SEC document |
| January 28, 2020 Filed Jan 30, 2020 21:15 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | Tax withholdingCommon Stock | 571 | $64.92 | $37,069.32 |
DisclosureSEC source: 0001415889-20-000184 · form4-01302020_040106.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,444 F1 · shares: On 1/28/2020, a total of 2,062 shares of restricted common stock of the Issuer, a portion of such shares having been awarded to the reporting person on each of 1/25/2017, 1/24/2018 and 1/23/2019, became vested and unrestricted. A portion of the vesting shares was withheld by the Issuer in order to satisfy the reporting person's tax liability. F2 · balance_after: This amount includes 2,157 shares of restricted common stock which vest over time, which were previously reported. Read SEC document |
| June 10, 2019 Filed Jun 11, 2019 21:21 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | SaleCommon Stock | 5,000 | $59.92 | $299,622.50 |
DisclosureSEC source: 0001623528-19-000040 · primary_doc.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,015 F1 · price: This transaction was executed in multiple trades at prices ranging from $59.85 to $60.05. The price set forth above reflects the weighted-average price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transactions were effected. F2 · balance_after: This amount includes 4,219 shares of restricted common stock of the Issuer that vest over time, which shares were previously reported. Read SEC document |
| January 28, 2019 Filed Jan 30, 2019 20:35 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | Tax withholdingCommon Stock | 622 | $59.52 | $37,021.44 |
DisclosureSEC source: 0001623528-19-000013 · primary_doc.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,015 F1 · shares: On 1/28/2019, a total of 2,301 shares of restricted common stock of the Issuer, a portion of such shares having been awarded to the reporting person on each of 1/27/2016, 1/25/2017 and 1/24/2018, became vested and unrestricted. A portion of the vesting shares was withheld by the Issuer in order to satisfy the reporting person's tax liability. F2 · balance_after: This amount includes 4,219 shares of restricted common stock which vest over time, which were previously reported. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 21:49 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | GrantCommon Stock | 2,283 | $0.00 | $0.00 |
DisclosureSEC source: 0001623528-19-000008 · primary_doc.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,920 F1 · shares: Restricted shares one-third of which vest on each of the first, second and third anniversaries of January 28, 2019, provided that the reporting person is an employee of the Issuer on those dates. The fair market value of the common stock on the date of the grant was $59.89 per share, but the fair market value of the award when vested will be the fair market value of the common stock on each vesting date. F2 · balance_after: This amount includes the 2,283 restricted shares reported above, as well as 4,237 additional shares of restricted common stock which vest over time, which were previously reported. Read SEC document |
| January 23, 2019 Filed Jan 30, 2019 20:19 UTC Amendment | CTO Realty Growth, Inc. CTO · Entity 5116 | GrantCommon Stock | 2,283 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001623528-19-000011 · primary_doc.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,637 F1 · price: Restricted shares one-third of which vest on each of the first, second and third anniversaries of January 28, 2019, provided that the reporting person is an employee of the Issuer on those dates. The fair market value of the common stock on the date of the grant was $59.89 per share, but the fair market value of the award when vested will be the fair market value of the common stock on each vesting date. F2 · balance_after: This amount includes the 2,283 restricted shares reported above, as well as 4,237 additional shares of restricted common stock which vest over time, which were previously reported. F3 · balance_after: The reporting person is filing this amendment solely to correct the inadvertent over-reporting of his total holdings of common stock (Table I, Box 5) by 2,283 shares. Read SEC document |
| August 02, 2018 Filed Aug 2, 2018 22:04 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | SaleCommon Stock | 3,117 | $62.97 | $196,277.49 |
DisclosureSEC source: 0001282528-18-000001 · primary_doc.xml · nonDerivative · entry 7 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,354 F4 · price: This transaction was executed in multiple trades at prices ranging from $62.80 to $63.455. The price set forth above reflects the weighted-average price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the trades were effected. Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 22:04 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | Exercise / conversionEmployee Stock Option (right to buy common stock) · Derivative | 5,000 | $0.00 Strike: $29.34 | $0.00 |
DisclosureSEC source: 0001282528-18-000001 · primary_doc.xml · derivative · entry 9 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2022-04-16 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. F5 · derivative.exercise_date: The option, representing a right to purchase a total of 10,000 shares, became exercisable in three annual installments beginning on 04/16/2013, which was the first anniversary of the date on which the option was granted. Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 22:04 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | SaleCommon Stock | 300 | $64.94 | $19,482.00 |
DisclosureSEC source: 0001282528-18-000001 · primary_doc.xml · nonDerivative · entry 6 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,471 F3 · price: This transaction was executed in multiple trades at prices ranging from $64.70 to $65.37. The price set forth above reflects the weighted-average price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the trades were effected. Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 22:04 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | Tax withholdingCommon Stock | 740 | $62.91 | $46,553.40 |
DisclosureSEC source: 0001282528-18-000001 · primary_doc.xml · nonDerivative · entry 5 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,771 Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 22:04 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | Exercise / conversionCommon Stock | 5,000 | $29.34 | $146,700.00 |
DisclosureSEC source: 0001282528-18-000001 · primary_doc.xml · nonDerivative · entry 4 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,511 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. Read SEC document |
| July 31, 2018 Filed Aug 2, 2018 22:04 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | Exercise / conversionEmployee Stock Option (right to buy common stock) · Derivative | 5,000 | $0.00 Strike: $29.34 | $0.00 |
DisclosureSEC source: 0001282528-18-000001 · primary_doc.xml · derivative · entry 8 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2022-04-16 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. F5 · derivative.exercise_date: The option, representing a right to purchase a total of 10,000 shares, became exercisable in three annual installments beginning on 04/16/2013, which was the first anniversary of the date on which the option was granted. Read SEC document |
| July 31, 2018 Filed Aug 2, 2018 22:04 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | SaleCommon Stock | 3,417 | $65.16 | $222,665.39 |
DisclosureSEC source: 0001282528-18-000001 · primary_doc.xml · nonDerivative · entry 3 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,511 F2 · price: This transaction was executed in multiple trades at prices ranging from $64.93 to $65.74. The price set forth above reflects the weighted-average price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the trades were effected. Read SEC document |
| July 31, 2018 Filed Aug 2, 2018 22:04 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | Tax withholdingCommon Stock | 740 | $65.51 | $48,477.40 |
DisclosureSEC source: 0001282528-18-000001 · primary_doc.xml · nonDerivative · entry 2 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,928 Read SEC document |
| July 31, 2018 Filed Aug 2, 2018 22:04 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | Exercise / conversionCommon Stock | 5,000 | $29.34 | $146,700.00 |
DisclosureSEC source: 0001282528-18-000001 · primary_doc.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,668 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 · balance_after: Amounts in Table 1 Column 5 include 4,237 shares of restricted stock which vest over time and which were previously reported. Read SEC document |
| February 14, 2018 Filed Feb 17, 2018 02:16 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | Tax withholdingCommon Stock | 820 | $64.25 | $52,685.00 |
DisclosureSEC source: 0001623528-18-000016 · primary_doc.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,668 F1 · shares: On 2/5/2018, the vesting criteria for 3,000 shares of restricted common stock of the Issuer, which restricted shares were awarded to the reporting person on 4/16/2012, were satisfied. A portion of the vesting shares was withheld by the Issuer in order to satisfy the reporting person's payroll tax withholding liability. F2 · balance_after: This amount includes 4,237 shares of restricted common stock which vest over time, which were previously reported. Read SEC document |
| January 29, 2018 Filed Jan 31, 2018 22:22 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | Tax withholdingCommon Stock | 729 | $60.19 | $43,878.51 |
DisclosureSEC source: 0001623528-18-000011 · primary_doc.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,788 F1 · shares: On 1/29/2018, a total of 2,666 shares of restricted common stock of the Issuer, a portion of such shares having been awarded to the reporting person on each of 1/28/2015, 1/27/2016 and 1/25/2017, became vested and unrestricted. A portion of the vesting shares was withheld by the Issuer in order to satisfy the reporting person's tax liability. F2 · balance_after: This amount includes 4,237 shares of restricted common stock which vest over time, and 3,000 shares of restricted common stock which vest based on share price appreciation, both of which were previously reported. 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.