Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Alpine Income Property Trust, Inc.PINE · Entity 5736 | SVP, GEN COUNSEL & CORP SECRET | August 08, 2025 | August 11, 2025 |
| CTO Realty Growth, Inc.CTO · Entity 5116 | SVP, GEN COUNSEL & CORP SECRET | February 11, 2026 | February 13, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Alpine Income Property Trust, Inc.
Report date August 08, 2025 · Filed August 11, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,300 |
Reported balance
After 2025-08-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-08-06 · Purchase · Acquired 3,500 · Balance 8,300 F1: The price reported is a weighted-average price. These shares were purchased in multiple transactions at prices ranging from $14.095 to $14.13, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F2: Mr. Smith also serves as the Senior Vice President, General Counsel and Corporate Secretary of CTO Realty Growth, Inc. ("CTO"). Mr. Smith 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. Smith 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: The price reported is a weighted-average price. These shares were purchased in multiple transactions at prices ranging from $14.095 to $14.13, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.
F2: Mr. Smith also serves as the Senior Vice President, General Counsel and Corporate Secretary of CTO Realty Growth, Inc. ("CTO"). Mr. Smith 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. Smith 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 11, 2026 · Filed February 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 208,842 |
Reported balance
After 2026-02-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-11 · Grant · Acquired 11,266 · Balance 208,842 F1: Restricted shares one-third of which vest on each of the first, second and third anniversaries of January 28, 2026, provided that the reporting person is an employee of the Issuer on those dates. F2: This amount includes the 11,266 newly issued restricted shares reported above, as well as 10,544 additional shares of restricted common stock which vest over time, which were previously reported. |
| Common StockSEC Table I · non-derivative | IndirectKathyleen R. Smith TOD | 3,000 |
Reported balance
Holding disclosure · report date 2026-02-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,000 F3: The Reporting Person may be regarded as the beneficial owner of the shares of the Issuer's common stock held in this account as a result of a durable power of attorney pursuant to which the Reporting Person has the authority to direct the voting and disposition of such shares. The Reporting Person disclaims beneficial ownership of any shares of the Issuer's common stock held in this account except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectKathyleen R. Smith WFCS Custodian Trad IRA | 3,000 |
Reported balance
Holding disclosure · report date 2026-02-11 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,000 F3: The Reporting Person may be regarded as the beneficial owner of the shares of the Issuer's common stock held in this account as a result of a durable power of attorney pursuant to which the Reporting Person has the authority to direct the voting and disposition of such shares. The Reporting Person disclaims beneficial ownership of any shares of the Issuer's common stock held in this account except to the extent of his pecuniary interest therein. |
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, 2026, provided that the reporting person is an employee of the Issuer on those dates.
F2: This amount includes the 11,266 newly issued restricted shares reported above, as well as 10,544 additional shares of restricted common stock which vest over time, which were previously reported.
F3: The Reporting Person may be regarded as the beneficial owner of the shares of the Issuer's common stock held in this account as a result of a durable power of attorney pursuant to which the Reporting Person has the authority to direct the voting and disposition of such shares. The Reporting Person disclaims beneficial ownership of any shares of the Issuer's common stock held in this account except to the extent of his pecuniary interest therein.
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 |
|---|---|---|---|---|---|---|
| March 12, 2020 Filed Mar 16, 2020 18:25 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | PurchaseCommon Stock | 100 | $49.62 | $4,962.00 |
DisclosureSEC source: 0001415889-20-000752 · form4-03162020_020316.xml · nonDerivative · entry 1 Smith Daniel Earl · CIK 0001623528 · SVP, GEN COUNSEL & CORP SECRET 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,330 F1 · balance_after: This amount includes 3,910 shares of restricted common stock which vest over time, which were previously reported. Read SEC document |
| March 12, 2020 Filed Mar 16, 2020 14:25 UTC | Alpine Income Property Trust, Inc. PINE · Entity 5736 | PurchaseCommon Stock | 800 | $13.50 | $10,800.00 |
DisclosureSEC source: 0001415889-20-000751 · form4-03162020_020311.xml · nonDerivative · entry 3 Smith Daniel Earl · CIK 0001623528 · SVP, GEN COUNSEL & CORP SECRET 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,200 F1 · balance_after: Mr. Smith also serves as the Senior Vice President, General Counsel & Corporate Secretary of Consolidated-Tomoka Land Co. ("CTO"). Mr. Smith 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. Smith 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 | 200 | $13.75 | $2,750.00 |
DisclosureSEC source: 0001415889-20-000751 · form4-03162020_020311.xml · nonDerivative · entry 2 Smith Daniel Earl · CIK 0001623528 · SVP, GEN COUNSEL & CORP SECRET 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,400 F1 · balance_after: Mr. Smith also serves as the Senior Vice President, General Counsel & Corporate Secretary of Consolidated-Tomoka Land Co. ("CTO"). Mr. Smith 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. Smith 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 | 200 | $13.90 | $2,780.00 |
DisclosureSEC source: 0001415889-20-000751 · form4-03162020_020311.xml · nonDerivative · entry 1 Smith Daniel Earl · CIK 0001623528 · SVP, GEN COUNSEL & CORP SECRET 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,200 F1 · balance_after: Mr. Smith also serves as the Senior Vice President, General Counsel & Corporate Secretary of Consolidated-Tomoka Land Co. ("CTO"). Mr. Smith 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. Smith 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 03, 2020 Filed Mar 4, 2020 16:45 UTC | Alpine Income Property Trust, Inc. PINE · Entity 5736 | PurchaseCommon Stock | 2,000 | $17.80 | $35,600.00 |
DisclosureSEC source: 0001415889-20-000664 · form4-03042020_040311.xml · nonDerivative · entry 1 Smith Daniel Earl · CIK 0001623528 · SVP, GEN COUNSEL & CORP SECRET 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed F1 · shares: The price reported is a weighted-average price. These shares were purchased in multiple transactions at prices ranging from $17.71 to $17.90, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, 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 ranges set forth above. F2 · valueOwnedAfter: Mr. Smith also serves as the Senior Vice President, General Counsel & Corporate Secretary of Consolidated-Tomoka Land Co. ("CTO"). Mr. Smith 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. Smith 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 | 1,940 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-20-000499 · form4-02262020_040215.xml · nonDerivative · entry 1 Smith Daniel Earl · CIK 0001623528 · SVP, GEN COUNSEL & CORP SECRET 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,230 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 1,940 restricted shares reported above, as well as 1,970 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 | 541 | $61.43 | $33,233.63 |
DisclosureSEC source: 0001415889-20-000317 · form4-02132020_040205.xml · nonDerivative · entry 2 Smith Daniel Earl · CIK 0001623528 · SVP, GEN COUNSEL & CORP SECRET 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,290 F3 · shares: On February 11, 2020, the Reporting Person instructed the Issuer to withhold 541 of the Issued Shares to satisfy the Reporting Person's tax liability. F4 · balance_after: This amount includes 1,970 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: 0001415889-20-000317 · form4-02132020_040205.xml · nonDerivative · entry 1 Smith Daniel Earl · CIK 0001623528 · SVP, GEN COUNSEL & CORP SECRET 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,831 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 1,970 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 | 542 | $64.92 | $35,186.64 |
DisclosureSEC source: 0001415889-20-000186 · form4-01302020_040115.xml · nonDerivative · entry 1 Smith Daniel Earl · CIK 0001623528 · SVP, GEN COUNSEL & CORP SECRET 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,581 F1 · shares: On 1/28/2020, a total of 1,952 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 1,970 shares of restricted common stock which vest over time, which were previously reported. Read SEC document |
| December 13, 2019 Filed Dec 13, 2019 21:30 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | PurchaseCommon Stock | 25 | $62.75 | $1,568.75 |
DisclosureSEC source: 0001415889-19-001497 · form4-12132019_041206.xml · nonDerivative · entry 2 Smith Daniel Earl · CIK 0001623528 · SVP, GEN COUNSEL & CORP SECRET 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,123 F1 · balance_after: This amount includes 3,922 shares of restricted common stock which vest over time, which were previously reported. Read SEC document |
| December 12, 2019 Filed Dec 13, 2019 21:30 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | PurchaseCommon Stock | 100 | $62.71 | $6,271.00 |
DisclosureSEC source: 0001415889-19-001497 · form4-12132019_041206.xml · nonDerivative · entry 1 Smith Daniel Earl · CIK 0001623528 · SVP, GEN COUNSEL & CORP SECRET 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,098 F1 · balance_after: This amount includes 3,922 shares of restricted common stock which vest over time, which were previously reported. Read SEC document |
| December 12, 2019 Filed Dec 13, 2019 16:30 UTC | Alpine Income Property Trust, Inc. PINE · Entity 5736 | PurchaseCommon Stock | 1,000 | $18.73 | $18,730.00 |
DisclosureSEC source: 0001415889-19-001499 · form4-12132019_041215.xml · nonDerivative · entry 1 Smith Daniel Earl · CIK 0001623528 · SVP, GEN COUNSEL & CORP SECRET 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed F1 · valueOwnedAfter: Mr. Smith also serves as the Senior Vice President, General Counsel and Corporate Secretary of Consolidated-Tomoka Land Co. ("CTO"). Mr. Smith disclaims beneficial ownership of all equity securities of Alpine Income Property Trust, Inc. (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. Smith 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 |
| January 28, 2019 Filed Jan 30, 2019 20:50 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | Tax withholdingCommon Stock | 611 | $59.52 | $36,366.72 |
DisclosureSEC source: 0001623528-19-000015 · primary_doc.xml · nonDerivative · entry 1 Smith Daniel Earl · CIK 0001623528 · Sr. VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,071 F1 · shares: On 1/28/2019, a total of 2,267 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 3,922 shares of restricted common stock which vest over time, which were previously reported. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:06 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | GrantCommon Stock | 2,055 | $0.00 | $0.00 |
DisclosureSEC source: 0001623528-19-000010 · primary_doc.xml · nonDerivative · entry 1 Smith Daniel Earl · CIK 0001623528 · Sr. VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,682 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 2,055 restricted shares reported above, as well as 4,134 additional shares of restricted common stock which vest over time, which were previously reported. Read SEC document |
| February 14, 2018 Filed Feb 17, 2018 02:30 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | Tax withholdingCommon Stock | 341 | $64.25 | $21,909.25 |
DisclosureSEC source: 0001623528-18-000018 · primary_doc.xml · nonDerivative · entry 1 Smith Daniel Earl · CIK 0001623528 · Sr. VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,627 F1 · shares: On 2/5/2018, the vesting criteria for 1,250 shares of restricted common stock of the Issuer, which restricted shares were awarded to the reporting person on 10/22/2014, 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 4,134 shares of restricted common stock which vest over time, which were previously reported. Read SEC document |
| January 29, 2018 Filed Jan 31, 2018 22:39 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | Tax withholdingCommon Stock | 498 | $66.19 | $32,962.62 |
DisclosureSEC source: 0001623528-18-000013 · primary_doc.xml · nonDerivative · entry 1 Smith Daniel Earl · CIK 0001623528 · Sr. VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,968 F1 · shares: On 1/29/2018, a total of 1,833 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 4,134 shares of restricted common stock which vest over time, and 1,250 shares of restricted common stock which vest based on share price appreciation, both of which were previously reported. Read SEC document |
| January 29, 2018 Filed Mar 7, 2019 15:57 UTC Amendment | CTO Realty Growth, Inc. CTO · Entity 5116 | Tax withholdingCommon Stock | 498 | $66.19 | $32,962.62 |
DisclosureSEC source: 0001623528-19-000028 · primary_doc.xml · nonDerivative · entry 1 Smith Daniel Earl · CIK 0001623528 · Sr. VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,895 F1 · shares: On 1/29/2018, a total of 1,833 shares of restricted common stock of the Issuer, a portion of such restricted 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 4,134 shares of restricted common stock which vest over time, and 1,250 shares of restricted common stock which vest based on share price appreciation, both of which were previously reported. F3 · balance_after: This Form 4/A amends and replaces in its entirety the Form 4 filed by the Reporting Person on 1/31/2018 (the "Original Filing"). This report on Form 4/A is being filed solely to correct the inadvertent over-reporting of the Reporting Person's total holdings of common stock by 73 shares (the "Over-Reported Shares"). The Over-Reported Shares were also inadvertently included in three Forms 4 filed by the Reporting Person after the Original Filing. Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 23:55 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | GrantCommon Stock | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001623528-18-000009 · primary_doc.xml · nonDerivative · entry 1 Smith Daniel Earl · CIK 0001623528 · Sr. VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,393 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 1,800 restricted shares reported above, as well as 4,167 additional shares of restricted common stock which vest over time, and 1,250 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 22:20 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | Tax withholdingCommon Stock | 341 | $62.49 | $21,309.09 |
DisclosureSEC source: 0001623528-17-000029 · primary_doc.xml · nonDerivative · entry 1 Smith Daniel Earl · CIK 0001623528 · Sr. VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,593 F1 · shares: On 12/20/2017, the vesting criteria for 1,250 shares of restricted common stock of the Issuer, which restricted shares were awarded to the reporting person on 10/22/2014, 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 4,167 shares of restricted common stock which vest over time, and 1,250 shares of restricted common stock which vest based on share price appreciation, both of which were previously reported. Read SEC document |
| March 09, 2017 Filed Mar 9, 2017 23:40 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | PurchaseCommon Stock | 100 | $50.40 | $5,040.00 |
DisclosureSEC source: 0001623528-17-000010 · primary_doc.xml · nonDerivative · entry 3 Smith Daniel Earl · CIK 0001623528 · Sr. VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,934 F1 · balance_after: This amount includes 4,167 shares of restricted common stock which vest over time and 2,500 shares of restricted common stock which vest based on share price appreciation, both of which were previously reported. Read SEC document |
| March 09, 2017 Filed Mar 9, 2017 23:40 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | PurchaseCommon Stock | 125 | $50.74 | $6,342.50 |
DisclosureSEC source: 0001623528-17-000010 · primary_doc.xml · nonDerivative · entry 2 Smith Daniel Earl · CIK 0001623528 · Sr. VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,834 F1 · balance_after: This amount includes 4,167 shares of restricted common stock which vest over time and 2,500 shares of restricted common stock which vest based on share price appreciation, both of which were previously reported. Read SEC document |
| March 09, 2017 Filed Mar 9, 2017 23:40 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | PurchaseCommon Stock | 75 | $50.75 | $3,806.25 |
DisclosureSEC source: 0001623528-17-000010 · primary_doc.xml · nonDerivative · entry 1 Smith Daniel Earl · CIK 0001623528 · Sr. VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,709 F1 · balance_after: This amount includes 4,167 shares of restricted common stock which vest over time and 2,500 shares of restricted common stock which vest based on share price appreciation, both of which were previously reported. Read SEC document |
| January 25, 2017 Filed Jan 27, 2017 23:34 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001623528-17-000005 · primary_doc.xml · nonDerivative · entry 1 Smith Daniel Earl · CIK 0001623528 · Sr. VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,634 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 shares reported above, as well as 3,334 additional shares of restricted common stock which vest over time and 2,500 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.