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 & Treasurer | June 17, 2024 | June 18, 2024 |
| CEDAR REALTY TRUST, INC.CDR · Entity 9759 | SEVP, CFO and Treasurer | June 22, 2021 | June 24, 2021 |
| CTO Realty Growth, Inc.CTO · Entity 5116 | SVP, CFO & Treasurer | 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 June 17, 2024 · Filed June 18, 2024
This filing explicitly reported no securities owned.
CEDAR REALTY TRUST, INC.
Report date June 22, 2021 · Filed June 24, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 119,549 |
Reported balance
After 2021-06-22 transaction · row 1
1 source rowRow 1 · 2021-06-22 · Sale · Disposed 3,500 · Balance 119,549 F1: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.3001 to $15.32, 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. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.3001 to $15.32, 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.
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 | 28,537 |
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 14,965 · Balance 28,537 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 consists of the 14,965 newly issued restricted shares reported above, as well as 8,561 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, 2026, provided that the reporting person is an employee of the Issuer on those dates.
F2: This amount consists of the 14,965 newly issued restricted shares reported above, as well as 8,561 additional shares of restricted common stock which vest over time, which were previously reported.
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 11, 2026 Filed Feb 13, 2026 22:40 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | GrantCommon Stock | 14,965 | $0.00 | $0.00 |
DisclosureSEC source: 0001521876-26-000004 · form4-02132026_050203.xml · nonDerivative · entry 1 Mays Philip · CIK 0001521876 · SVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,537 F1 · shares: 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 · balance_after: This amount consists of the 14,965 newly issued restricted shares reported above, as well as 8,561 additional shares of restricted common stock which vest over time, which were previously reported. Read SEC document |
| January 28, 2026 Filed Jan 30, 2026 22:00 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | Tax withholdingCommon Stock | 1,269 | $17.39 | $22,067.91 |
DisclosureSEC source: 0001521876-26-000002 · form4-01302026_050109.xml · nonDerivative · entry 1 Mays Philip · CIK 0001521876 · SVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,572 F1 · shares: On January 28, 2026, a total of 4,280 shares of restricted common stock of the Issuer previously awarded to the Reporting Person 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 8,561 shares of restricted common stock which vest over time, which were previously reported. Read SEC document |
| September 11, 2025 Filed Sep 11, 2025 22:00 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | PurchaseCommon Stock | 1,000 | $16.61 | $16,606.70 |
DisclosureSEC source: 0001415889-25-024303 · form4-09112025_060905.xml · nonDerivative · entry 1 Mays Philip · CIK 0001521876 · SVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,841 F1 · price: The price reported is a weighted-average price. These shares were purchased in multiple transactions at prices ranging from $16.59 to $16.63, 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 · balance_after: This amount includes 12,841 shares of restricted common stock which vest over time, which were previously reported. Read SEC document |
| June 26, 2025 Filed Jun 26, 2025 23:00 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | PurchaseCommon Stock | 1,000 | $17.29 | $17,290.00 |
DisclosureSEC source: 0001415889-25-018311 · form4-06262025_070601.xml · nonDerivative · entry 1 Mays Philip · CIK 0001521876 · SVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,841 F1 · balance_after: This amount includes 12,841 shares of restricted common stock which vest over time, which were previously reported. Read SEC document |
| February 12, 2025 Filed Feb 13, 2025 22:45 UTC | CTO Realty Growth, Inc. CTO · Entity 5116 | GrantCommon Stock | 12,841 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-003932 · form4-02132025_050211.xml · nonDerivative · entry 1 Mays Philip · CIK 0001521876 · SVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,841 F1 · shares: Restricted shares one-third of which vest on each of the first, second and third anniversaries of January 28, 2025, provided that the reporting person is an employee of the Issuer on those dates. F2 · balance_after: This amount consists solely of the 12,841 newly issued restricted shares reported above. Read SEC document |
| June 22, 2021 Filed Jun 24, 2021 20:03 UTC | CEDAR REALTY TRUST, INC. CDR · Entity 9759 | SaleCommon Stock | 3,500 | $15.30 | $53,551.40 |
DisclosureSEC source: 0001209191-21-042992 · doc4.xml · nonDerivative · entry 1 Mays Philip · CIK 0001521876 · SEVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,549 F1 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.3001 to $15.32, 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. Read SEC document |
| February 02, 2021 Filed Feb 4, 2021 23:30 UTC | CEDAR REALTY TRUST, INC. CDR · Entity 9759 | GrantCommon Stock | 18,901 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-007866 · doc4.xml · nonDerivative · entry 1 Mays Philip · CIK 0001521876 · SEVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,049 F1 · shares: Represents shares of restricted stock granted to the Reporting Person on February 2, 2021 (the "Grant Date") under the Issuer's 2017 Stock Incentive Plan. Such shares will cliff vest on the 3rd anniversary of the Grant Date, provided that the Reporting Person remains continuously employed by the Company for the entire vesting period through such 3rd anniversary. F2 · balance_after: On November 27, 2020, the Issuer effected a one-for-6.6 reverse stock split (the "Reverse Stock Split") of its shares of common stock, par value $0.06 per share. The number of securities beneficially owned was adjusted by dividing by 6.6 to reflect the Reverse Stock Split. Read SEC document |
| February 04, 2020 Filed Feb 6, 2020 23:00 UTC | CEDAR REALTY TRUST, INC. CDR · Entity 9759 | GrantCommon Stock | 78,358 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-007270 · doc4.xml · nonDerivative · entry 1 Mays Philip · CIK 0001521876 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 687,382 F1 · shares: Represents shares of restricted stock granted to the Reporting Person on February 4, 2020 (the "Grant Date") under the Issuer's 2017 Stock Incentive Plan. Such shares will cliff vest on the 3rd anniversary of the Grant Date, provided that the Reporting Person remains continuously employed for the entire vesting period through such 3rd anniversary. Read SEC document |
| September 26, 2019 Filed Sep 27, 2019 20:01 UTC | CEDAR REALTY TRUST, INC. CDR · Entity 9759 | SaleCommon Stock | 25,000 | $3.01 | $75,367.50 |
DisclosureSEC source: 0001209191-19-050978 · doc4.xml · nonDerivative · entry 1 Mays Philip · CIK 0001521876 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 609,024 F1 · price: The price reported for this transaction is the weighted average price of multiple trades at prices ranging from $2.94 to $3.16. Philip Mays hereby undertakes to provide upon request by the Commission staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 21:24 UTC | CEDAR REALTY TRUST, INC. CDR · Entity 9759 | GrantCommon Stock | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-008068 · doc4.xml · nonDerivative · entry 1 Mays Philip · CIK 0001521876 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 634,024 F1 · shares: Represents shares of restricted stock granted to the Reporting Person on February 5, 2019 (the "Grant Date") under the Issuer's 2017 Stock Incentive Plan. Such shares will cliff vest on the 3rd anniversary of the Grant Date, provided that the Reporting Person remains continuously employed for the entire vesting period through such 3rd anniversary. F1 · price: Represents shares of restricted stock granted to the Reporting Person on February 5, 2019 (the "Grant Date") under the Issuer's 2017 Stock Incentive Plan. Such shares will cliff vest on the 3rd anniversary of the Grant Date, provided that the Reporting Person remains continuously employed for the entire vesting period through such 3rd anniversary. Read SEC document |
| January 02, 2019 Filed Jan 3, 2019 21:43 UTC | CEDAR REALTY TRUST, INC. CDR · Entity 9759 | GrantCommon Stock | 129,032 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-001032 · doc4.xml · nonDerivative · entry 1 Mays Philip · CIK 0001521876 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 574,024 F1 · price: Represents shares of restricted stock granted to the Reporting Person on January 2, 2019 (the "Grant Date") under the Issuer's 2017 Stock Incentive Plan in connection with the entering into of the Amended and Restated Employment Agreement between the Issuer and the Reporting Person. Such shares of restricted stock will vest on the 5th anniversary of the Grant Date, provided that the Reporting Person remains continuously employed for the entire vesting period through such 5th anniversary. Read SEC document |
| August 07, 2018 Filed Aug 8, 2018 21:43 UTC | CEDAR REALTY TRUST, INC. CDR · Entity 9759 | SaleCommon Stock | 25,000 | $4.56 | $114,092.50 |
DisclosureSEC source: 0001209191-18-045885 · doc4.xml · nonDerivative · entry 1 Mays Philip · CIK 0001521876 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 444,992 F1 · price: The price reported for this transaction is the weighted average price of multiple trades at prices ranging from $4.53 to $4.59. Philip Mays hereby undertakes to provide upon request by the Commission staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 05, 2018 Filed Mar 6, 2018 21:32 UTC | CEDAR REALTY TRUST, INC. CDR · Entity 9759 | Tax withholdingCommon Stock | 181,050 | $3.99 | $722,389.50 |
DisclosureSEC source: 0001209191-18-017268 · doc4.xml · nonDerivative · entry 1 Mays Philip · CIK 0001521876 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 469,992 Read SEC document |
| September 12, 2016 Filed Sep 14, 2016 11:59 UTC | CEDAR REALTY TRUST, INC. CDR · Entity 9759 | SaleCommon Stock | 25,000 | $7.50 | $187,507.50 |
DisclosureSEC source: 0001209191-16-141318 · doc4.xml · nonDerivative · entry 1 Mays Philip · CIK 0001521876 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 776,042 F1 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $7.50 to $7.51, 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 range. Read SEC document |
| June 30, 2016 Filed Feb 10, 2017 21:18 UTC | CEDAR REALTY TRUST, INC. CDR · Entity 9759 | OtherCommon Stock | 125,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-009536 · doc5.xml · nonDerivative · entry 1 Mays Philip · CIK 0001521876 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 651,042 F1 · kind: 125,000 shares of Common Stock transferred to reporting person's former spouse incident to marital settlement. Shares transferred are no longer beneficially owned by reporting person. 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.