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 |
|---|---|---|---|---|---|---|
| January 24, 2018 Filed Jan 26, 2018 23:30 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | GrantCommon Stock | 1,903 | $0.00 | $0.00 |
DisclosureSEC source: 0001623528-18-000007 · primary_doc.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,517 F1 · shares: Restricted shares one-third of which vest on each of the first, second and third anniversaries of January 28, 2018, 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 $65.95 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 1,903 restricted shares reported above, as well as 5,000 additional 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 |
| December 22, 2017 Filed Dec 22, 2017 22:10 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | Tax withholdingCommon Stock | 820 | $62.49 | $51,241.80 |
DisclosureSEC source: 0001623528-17-000028 · primary_doc.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,614 F1 · shares: On 12/20/2017, 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 5,000 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 |
| August 30, 2017 Filed Aug 31, 2017 20:52 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | Exercise / conversionEmployee Stock Option (right to buy common stock) · Derivative | 2,000 | $0.00 Strike: $34.95 | $0.00 |
DisclosureSEC source: 0001623528-17-000021 · primary_doc.xml · derivative · entry 8 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2018-01-23 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. F4 · derivative.exercise_date: The option, representing a right to purchase a total of 10,000 shares, became exercisable in three annual installments beginning on 1/23/14, which was the first anniversary of the date on which the option was granted. Read SEC document |
| August 30, 2017 Filed Aug 31, 2017 20:52 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | SaleCommon Stock | 1,320 | $54.92 | $72,491.76 |
DisclosureSEC source: 0001623528-17-000021 · primary_doc.xml · nonDerivative · entry 6 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,434 F3 · price: This transaction was executed in multiple trades at prices ranging from $54.75 to $55.30. 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 30, 2017 Filed Aug 31, 2017 20:52 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | Tax withholdingCommon Stock | 198 | $54.64 | $10,818.72 |
DisclosureSEC source: 0001623528-17-000021 · primary_doc.xml · nonDerivative · entry 5 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,754 Read SEC document |
| August 30, 2017 Filed Aug 31, 2017 20:52 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | Exercise / conversionCommon Stock | 2,000 | $34.95 | $69,900.00 |
DisclosureSEC source: 0001623528-17-000021 · primary_doc.xml · nonDerivative · entry 4 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,952 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 |
| August 29, 2017 Filed Aug 31, 2017 20:52 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | Exercise / conversionEmployee Stock Option (right to buy common stock) · Derivative | 2,000 | $0.00 Strike: $34.95 | $0.00 |
DisclosureSEC source: 0001623528-17-000021 · primary_doc.xml · derivative · entry 7 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · 2,000 shares Expires 2018-01-23 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. F4 · derivative.exercise_date: The option, representing a right to purchase a total of 10,000 shares, became exercisable in three annual installments beginning on 1/23/14, which was the first anniversary of the date on which the option was granted. Read SEC document |
| August 29, 2017 Filed Aug 31, 2017 20:52 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | SaleCommon Stock | 1,320 | $54.84 | $72,394.08 |
DisclosureSEC source: 0001623528-17-000021 · primary_doc.xml · nonDerivative · entry 3 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,952 F2 · price: This transaction was executed in multiple trades at prices ranging from $54.73 to $54.975. 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 29, 2017 Filed Aug 31, 2017 20:52 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | Tax withholdingCommon Stock | 197 | $54.73 | $10,781.81 |
DisclosureSEC source: 0001623528-17-000021 · primary_doc.xml · nonDerivative · entry 2 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,272 Read SEC document |
| August 29, 2017 Filed Aug 31, 2017 20:52 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | Exercise / conversionCommon Stock | 2,000 | $34.95 | $69,900.00 |
DisclosureSEC source: 0001623528-17-000021 · primary_doc.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,469 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 I column 5 include 5,000 shares of restricted stock which vest over time and 6,000 shares of restricted common stock which vest based on share price appreciation, both of which were previously reported. Read SEC document |
| August 24, 2017 Filed Aug 24, 2017 22:16 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | Exercise / conversionEmployee Stock Option (right to buy common stock) · Derivative | 2,000 | $0.00 Strike: $34.95 | $0.00 |
DisclosureSEC source: 0001623528-17-000020 · primary_doc.xml · derivative · entry 11 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 2,000 shares Expires 2018-01-23 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. F4 · derivative.exercise_date: The option, representing a right to purchase a total of 10,000 shares, became exercisable in three annual installments beginning on 1/23/14, which was the first anniversary of the date on which the option was granted. Read SEC document |
| August 24, 2017 Filed Aug 24, 2017 22:16 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | SaleCommon Stock | 2,640 | $53.78 | $141,968.11 |
DisclosureSEC source: 0001623528-17-000020 · primary_doc.xml · nonDerivative · entry 8 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,469 F3 · price: This transaction was executed in multiple trades at prices ranging from $53.30 to $54.09. 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 24, 2017 Filed Aug 24, 2017 22:16 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | Tax withholdingCommon Stock | 188 | $54.09 | $10,168.92 |
DisclosureSEC source: 0001623528-17-000020 · primary_doc.xml · nonDerivative · entry 7 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,109 Read SEC document |
| August 24, 2017 Filed Aug 24, 2017 22:16 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | Exercise / conversionCommon Stock | 2,000 | $34.95 | $69,900.00 |
DisclosureSEC source: 0001623528-17-000020 · primary_doc.xml · nonDerivative · entry 6 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,297 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 |
| August 24, 2017 Filed Feb 15, 2018 23:29 UTC Amendment | CTO Realty Growth, Inc. CTO · Entity 5116 | SaleCommon Stock | 2,640 | $53.78 | $141,968.11 |
DisclosureSEC source: 0001623528-18-000014 · primary_doc.xml · nonDerivative · entry 8 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,169 F4 · price: This transaction was executed in multiple trades at prices ranging from $53.30 to $54.09. 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 24, 2017 Filed Feb 15, 2018 23:29 UTC Amendment | CTO Realty Growth, Inc. CTO · Entity 5116 | Tax withholdingCommon Stock | 188 | $54.09 | $10,168.92 |
DisclosureSEC source: 0001623528-18-000014 · primary_doc.xml · nonDerivative · entry 7 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,809 Read SEC document |
| August 24, 2017 Filed Feb 15, 2018 23:29 UTC Amendment | CTO Realty Growth, Inc. CTO · Entity 5116 | Exercise / conversionCommon Stock | 2,000 | $34.95 | $69,900.00 |
DisclosureSEC source: 0001623528-18-000014 · primary_doc.xml · nonDerivative · entry 6 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,997 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 |
| August 23, 2017 Filed Aug 24, 2017 22:16 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | Exercise / conversionEmployee Stock Option (right to buy common stock) · Derivative | 2,000 | $0.00 Strike: $34.95 | $0.00 |
DisclosureSEC source: 0001623528-17-000020 · primary_doc.xml · derivative · entry 10 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 2,000 shares Expires 2018-01-23 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. F4 · derivative.exercise_date: The option, representing a right to purchase a total of 10,000 shares, became exercisable in three annual installments beginning on 1/23/14, which was the first anniversary of the date on which the option was granted. Read SEC document |
| August 23, 2017 Filed Aug 24, 2017 22:16 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | Tax withholdingCommon Stock | 196 | $53.25 | $10,437.00 |
DisclosureSEC source: 0001623528-17-000020 · primary_doc.xml · nonDerivative · entry 5 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,297 Read SEC document |
| August 23, 2017 Filed Aug 24, 2017 22:16 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | Exercise / conversionCommon Stock | 2,000 | $34.95 | $69,900.00 |
DisclosureSEC source: 0001623528-17-000020 · primary_doc.xml · nonDerivative · entry 4 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,493 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 |
| August 23, 2017 Filed Feb 15, 2018 23:29 UTC Amendment | CTO Realty Growth, Inc. CTO · Entity 5116 | Tax withholdingCommon Stock | 196 | $53.25 | $10,437.00 |
DisclosureSEC source: 0001623528-18-000014 · primary_doc.xml · nonDerivative · entry 5 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,997 Read SEC document |
| August 23, 2017 Filed Feb 15, 2018 23:29 UTC Amendment | CTO Realty Growth, Inc. CTO · Entity 5116 | Exercise / conversionCommon Stock | 2,000 | $34.95 | $69,900.00 |
DisclosureSEC source: 0001623528-18-000014 · primary_doc.xml · nonDerivative · entry 4 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,193 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 |
| August 22, 2017 Filed Aug 24, 2017 22:16 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | Exercise / conversionEmployee Stock Option (right to buy common stock) · Derivative | 2,000 | $0.00 Strike: $34.95 | $0.00 |
DisclosureSEC source: 0001623528-17-000020 · primary_doc.xml · derivative · entry 9 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 Underlying: Common Stock · 2,000 shares Expires 2018-01-23 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. F4 · derivative.exercise_date: The option, representing a right to purchase a total of 10,000 shares, became exercisable in three annual installments beginning on 1/23/14, which was the first anniversary of the date on which the option was granted. Read SEC document |
| August 22, 2017 Filed Aug 24, 2017 22:16 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | SaleCommon Stock | 1,320 | $53.95 | $71,211.49 |
DisclosureSEC source: 0001623528-17-000020 · primary_doc.xml · nonDerivative · entry 3 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,493 F2 · price: This transaction was executed in multiple trades at prices ranging from $53.85 to $54.25. 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 22, 2017 Filed Aug 24, 2017 22:16 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | Tax withholdingCommon Stock | 194 | $54.46 | $10,565.24 |
DisclosureSEC source: 0001623528-17-000020 · primary_doc.xml · nonDerivative · entry 2 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,813 Read SEC document |
| August 22, 2017 Filed Aug 24, 2017 22:16 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | Exercise / conversionCommon Stock | 2,000 | $34.95 | $69,900.00 |
DisclosureSEC source: 0001623528-17-000020 · primary_doc.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,007 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 I column 5 include 5,000 shares of restricted common stock which vest over time and 6,000 shares of restricted common stock which vest based on share price appreciation, both of which were previously reported. Read SEC document |
| August 22, 2017 Filed Feb 15, 2018 23:29 UTC Amendment | CTO Realty Growth, Inc. CTO · Entity 5116 | SaleCommon Stock | 1,320 | $53.95 | $71,211.49 |
DisclosureSEC source: 0001623528-18-000014 · primary_doc.xml · nonDerivative · entry 3 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,193 F3 · price: This transaction was executed in multiple trades at prices ranging from $53.85 to $54.25. 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 22, 2017 Filed Feb 15, 2018 23:29 UTC Amendment | CTO Realty Growth, Inc. CTO · Entity 5116 | Tax withholdingCommon Stock | 194 | $54.46 | $10,565.24 |
DisclosureSEC source: 0001623528-18-000014 · primary_doc.xml · nonDerivative · entry 2 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,513 Read SEC document |
| August 22, 2017 Filed Feb 15, 2018 23:29 UTC Amendment | CTO Realty Growth, Inc. CTO · Entity 5116 | Exercise / conversionCommon Stock | 2,000 | $34.95 | $69,900.00 |
DisclosureSEC source: 0001623528-18-000014 · primary_doc.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,707 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 I column 5 include 5,000 shares of restricted common stock which vest over time and 6,000 shares of restricted common stock which vest based on share price appreciation, both of which were previously reported. F2 · balance_after: The reporting person is filing this amendment solely to correct the inadvertent under-reporting of his total holdings of common stock by 700 shares. Read SEC document |
| January 25, 2017 Filed Jan 27, 2017 23:18 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001623528-17-000004 · primary_doc.xml · nonDerivative · entry 1 Patten Mark E · CIK 0001282528 · Sr. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,707 F1 · shares: Restricted shares one-third of which vest on each of the first, second and third anniversaries of January 28, 2017, 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 $55.47 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 2,000 restricted shares reported above, as well as 5,700 additional shares of restricted common stock which vest over time, and 6,000 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.