Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RPT RealtyNYSE: RPT · Entity 95506 | EVP, Gen. Counsel, Secretary | January 02, 2024 | January 04, 2024 |
| Urban Edge PropertiesUE · Entity 4249 | EVP, General Counsel & Sec. | February 02, 2026 | February 04, 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.
RPT Realty
Report date January 02, 2024 · Filed January 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-01-02 transaction · row 1
1 source rowRow 1 · 2024-01-02 · Disposition to issuer · Disposed 102,345 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of August 28, 2023 (the "Merger Agreement"), by and among RPT Realty, a Maryland real estate investment trust ("RPT"), RPT Realty, L.P., a Delaware limited partnership, Kimco Realty Corporation, a Maryland corporation ("Kimco"), Kimco Realty OP, LLC, a Delaware limited liability company ("Kimco OP"), Tarpon Acquisition Sub, LLC, a Delaware limited liability company and direct wholly owned subsidiary of Kimco, and Tarpon OP Acquisition Sub, LLC, a Delaware limited liability company and direct wholly owned subsidiary of Kimco OP, pursuant to which RPT merged with and into Kimco on January 2, 2024, with Kimco surviving the merger (the "Merger"), at the effective time of the Merger, each issued and outstanding common share of beneficial interest, par value $0.01 per share of RPT ("RPT Common Shares") F2: [Continued from Footnote 1] held by the Reporting Person was automatically converted into the right to receive 0.6049 shares of common stock, par value $0.01 per share, of Kimco ("Kimco Common Stock"), subject to any adjustment, without interest, plus the right, if any, to receive cash in lieu of any fractional shares of Kimco Common Stock into which such RPT Common Shares would have been converted. On December 29, 2023, the closing price of RPT Common Shares was $12.38 per share and the closing price of Kimco Common Stock was $21.31 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of August 28, 2023 (the "Merger Agreement"), by and among RPT Realty, a Maryland real estate investment trust ("RPT"), RPT Realty, L.P., a Delaware limited partnership, Kimco Realty Corporation, a Maryland corporation ("Kimco"), Kimco Realty OP, LLC, a Delaware limited liability company ("Kimco OP"), Tarpon Acquisition Sub, LLC, a Delaware limited liability company and direct wholly owned subsidiary of Kimco, and Tarpon OP Acquisition Sub, LLC, a Delaware limited liability company and direct wholly owned subsidiary of Kimco OP, pursuant to which RPT merged with and into Kimco on January 2, 2024, with Kimco surviving the merger (the "Merger"), at the effective time of the Merger, each issued and outstanding common share of beneficial interest, par value $0.01 per share of RPT ("RPT Common Shares")
F2: [Continued from Footnote 1] held by the Reporting Person was automatically converted into the right to receive 0.6049 shares of common stock, par value $0.01 per share, of Kimco ("Kimco Common Stock"), subject to any adjustment, without interest, plus the right, if any, to receive cash in lieu of any fractional shares of Kimco Common Stock into which such RPT Common Shares would have been converted. On December 29, 2023, the closing price of RPT Common Shares was $12.38 per share and the closing price of Kimco Common Stock was $21.31 per share.
Urban Edge Properties
Report date February 02, 2026 · Filed February 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 6,945 |
Reported balance
After 2026-02-02 transaction · row 1
1 source rowRow 1 · 2026-02-02 · Tax withholding · Disposed 1,618 · Balance 6,945 F1: Represents common shares of beneficial interest, par value $0.01 ("Common Shares") of Urban Edge Properties (the "Issuer") disposed to the Issuer to satisfy withholding taxes related to vesting "Restricted Stock" issued under the terms of the Urban Edge Properties 2024 Omnibus Share Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents common shares of beneficial interest, par value $0.01 ("Common Shares") of Urban Edge Properties (the "Issuer") disposed to the Issuer to satisfy withholding taxes related to vesting "Restricted Stock" issued under the terms of the Urban Edge Properties 2024 Omnibus Share Plan.
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 02, 2026 Filed Feb 4, 2026 16:44 UTC | Urban Edge Properties UE · Entity 4249 | Tax withholdingCommon Shares | 1,618 | $19.53 | $31,599.54 |
DisclosureSEC source: 0001225208-26-001311 · doc4.xml · nonDerivative · entry 1 Ohlberg Heather · CIK 0001812427 · EVP, General Counsel & Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,945 F1 · shares: Represents common shares of beneficial interest, par value $0.01 ("Common Shares") of Urban Edge Properties (the "Issuer") disposed to the Issuer to satisfy withholding taxes related to vesting "Restricted Stock" issued under the terms of the Urban Edge Properties 2024 Omnibus Share Plan. Read SEC document |
| January 27, 2026 Filed Jan 29, 2026 20:06 UTC | Urban Edge Properties UE · Entity 4249 | GrantLTIP Units (2026 LTI Time) · Derivative | 14,906 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-001064 · doc4.xml · derivative · entry 2 Ohlberg Heather · CIK 0001812427 · EVP, General Counsel & Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,906 Underlying: Common Shares · 14,906 shares Expires not disclosed F1 · security: Represents LTIP Units in Urban Edge Properties LP granted pursuant to the Urban Edge Properties 2026 long-term incentive plan (the "2026 LTI Plan") under the Urban Edge Properties 2024 Omnibus Share Plan. The 2026 LTI Plan is comprised of LTIP Units that vest solely based on time, which we refer to as "2026 LTI Time" in Table II and those that vest and are earned subject to both time and performanced hurdles, which we refer to as "2026 LTI Perf." in Table II. F2 · derivative.exercise_price: Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and vesting, each LTIP Unit may be converted, at the election of the holder, into a Common Unit. Each Common Unit acquired upon conversion of an LTIP Unit may be converted into one Common Share of Urban Edge Properties (the "Issuer"). LTIP Units are generally not convertible without the consent of the Issuer until two years from the date of the grant. The right to convert LTIP Units into Common Units and to convert Common Units into Common Shares do not have expiration dates. F4 · derivative.exercise_date: The LTIP Units vest ratably over three years, subject to continued employment through each vesting date, with the initial vesting occurring on January 27, 2027. F2 · derivative.expiration_date: Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and vesting, each LTIP Unit may be converted, at the election of the holder, into a Common Unit. Each Common Unit acquired upon conversion of an LTIP Unit may be converted into one Common Share of Urban Edge Properties (the "Issuer"). LTIP Units are generally not convertible without the consent of the Issuer until two years from the date of the grant. The right to convert LTIP Units into Common Units and to convert Common Units into Common Shares do not have expiration dates. Read SEC document |
| January 27, 2026 Filed Jan 29, 2026 20:06 UTC | Urban Edge Properties UE · Entity 4249 | GrantLTIP Units (2026 LTI Perf.) · Derivative | 6,604 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-001064 · doc4.xml · derivative · entry 1 Ohlberg Heather · CIK 0001812427 · EVP, General Counsel & Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,604 Underlying: Common Shares · 6,604 shares Expires not disclosed F1 · security: Represents LTIP Units in Urban Edge Properties LP granted pursuant to the Urban Edge Properties 2026 long-term incentive plan (the "2026 LTI Plan") under the Urban Edge Properties 2024 Omnibus Share Plan. The 2026 LTI Plan is comprised of LTIP Units that vest solely based on time, which we refer to as "2026 LTI Time" in Table II and those that vest and are earned subject to both time and performanced hurdles, which we refer to as "2026 LTI Perf." in Table II. F2 · derivative.exercise_price: Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and vesting, each LTIP Unit may be converted, at the election of the holder, into a Common Unit. Each Common Unit acquired upon conversion of an LTIP Unit may be converted into one Common Share of Urban Edge Properties (the "Issuer"). LTIP Units are generally not convertible without the consent of the Issuer until two years from the date of the grant. The right to convert LTIP Units into Common Units and to convert Common Units into Common Shares do not have expiration dates. F3 · derivative.exercise_date: The LTIP Units are scheduled to vest as follows: 50% as soon as practicable following the determination of the units earned upon completion of the three year performance measurement period ending January 26, 2029 (the "Measurement Period") and 25% on each of January 27, 2030 and January 27, 2031, subject to continued employment through such dates and the achievement of certain performance based criteria based on the Issuer's total return to shareholders during the Measurement Period. The number of LTIP Units reported represents the maximum number of LTIP Units that may be earned based on the Issuer's total return to shareholders during the Measurement Period. Excludes 19,812 LTIP units granted under the 2026 LTI Plan the earning of which is subject to conditions that are not tied solely to the market price of an equity security of the Issuer. F2 · derivative.expiration_date: Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and vesting, each LTIP Unit may be converted, at the election of the holder, into a Common Unit. Each Common Unit acquired upon conversion of an LTIP Unit may be converted into one Common Share of Urban Edge Properties (the "Issuer"). LTIP Units are generally not convertible without the consent of the Issuer until two years from the date of the grant. The right to convert LTIP Units into Common Units and to convert Common Units into Common Shares do not have expiration dates. Read SEC document |
| June 01, 2025 Filed Jun 3, 2025 16:41 UTC | Urban Edge Properties UE · Entity 4249 | Grant2025 LTIP Units · Derivative | 20,661 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-005679 · doc4.xml · derivative · entry 1 Ohlberg Heather · CIK 0001812427 · EVP, General Counsel & Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,661 Underlying: Common Shares · 20,661 shares Expires not disclosed F1 · security: These LTIP Units ("LTIP Units") of Urban Edge Properties LP ("UELP"), the operating partnership of Urban Edge Properties ("UE"), were issued under the Urban Edge Properties 2024 Omnibus Share Plan. LTIP Units are a class of units of UELP that, following the occurrence of certain events and upon vesting, are convertible by the holder into an equivalent number of Common Partnership Units of UELP ("Common Units"). Common Units are redeemable by the holder for cash or, at UE's election, common shares, par value $0.01 ("Common Shares") of UE on a one-for-one basis or the cash value of such shares. LTIP Units are generally not convertible without the consent of the Issuer until two years from the date of the grant. The right to convert LTIP Units into Common Units and to convert Common Units into Common Shares do not have expiration dates. F1 · derivative.exercise_price: These LTIP Units ("LTIP Units") of Urban Edge Properties LP ("UELP"), the operating partnership of Urban Edge Properties ("UE"), were issued under the Urban Edge Properties 2024 Omnibus Share Plan. LTIP Units are a class of units of UELP that, following the occurrence of certain events and upon vesting, are convertible by the holder into an equivalent number of Common Partnership Units of UELP ("Common Units"). Common Units are redeemable by the holder for cash or, at UE's election, common shares, par value $0.01 ("Common Shares") of UE on a one-for-one basis or the cash value of such shares. LTIP Units are generally not convertible without the consent of the Issuer until two years from the date of the grant. The right to convert LTIP Units into Common Units and to convert Common Units into Common Shares do not have expiration dates. F2 · derivative.exercise_date: The LTIP Units vest ratably over three years, subject to continued employment through each vesting date, with the initial vesting occurring on June 1, 2026. F1 · derivative.expiration_date: These LTIP Units ("LTIP Units") of Urban Edge Properties LP ("UELP"), the operating partnership of Urban Edge Properties ("UE"), were issued under the Urban Edge Properties 2024 Omnibus Share Plan. LTIP Units are a class of units of UELP that, following the occurrence of certain events and upon vesting, are convertible by the holder into an equivalent number of Common Partnership Units of UELP ("Common Units"). Common Units are redeemable by the holder for cash or, at UE's election, common shares, par value $0.01 ("Common Shares") of UE on a one-for-one basis or the cash value of such shares. LTIP Units are generally not convertible without the consent of the Issuer until two years from the date of the grant. The right to convert LTIP Units into Common Units and to convert Common Units into Common Shares do not have expiration dates. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 15:51 UTC | RPT Realty NYSE: RPT · Entity 95506 | Disposition to issuerCommon Shares of Beneficial Interest | 102,345 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000842183-24-000005 · wk-form4_1704401508.xml · nonDerivative · entry 1 Ohlberg Heather · CIK 0001812427 · EVP, Gen. Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger, dated as of August 28, 2023 (the "Merger Agreement"), by and among RPT Realty, a Maryland real estate investment trust ("RPT"), RPT Realty, L.P., a Delaware limited partnership, Kimco Realty Corporation, a Maryland corporation ("Kimco"), Kimco Realty OP, LLC, a Delaware limited liability company ("Kimco OP"), Tarpon Acquisition Sub, LLC, a Delaware limited liability company and direct wholly owned subsidiary of Kimco, and Tarpon OP Acquisition Sub, LLC, a Delaware limited liability company and direct wholly owned subsidiary of Kimco OP, pursuant to which RPT merged with and into Kimco on January 2, 2024, with Kimco surviving the merger (the "Merger"), at the effective time of the Merger, each issued and outstanding common share of beneficial interest, par value $0.01 per share of RPT ("RPT Common Shares") F2 · price: [Continued from Footnote 1] held by the Reporting Person was automatically converted into the right to receive 0.6049 shares of common stock, par value $0.01 per share, of Kimco ("Kimco Common Stock"), subject to any adjustment, without interest, plus the right, if any, to receive cash in lieu of any fractional shares of Kimco Common Stock into which such RPT Common Shares would have been converted. On December 29, 2023, the closing price of RPT Common Shares was $12.38 per share and the closing price of Kimco Common Stock was $21.31 per share. Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 20:45 UTC | RPT Realty NYSE: RPT · Entity 95506 | Exercise / conversionPerformance Restricted Share Units · Derivative | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000842183-23-000076 · wk-form4_1702604748.xml · derivative · entry 6 Ohlberg Heather · CIK 0001812427 · EVP, Gen. Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares of Beneficial Interest · 15,000 shares Expires not disclosed 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 · security: Represents restricted share units granted to the reporting person in October 2020 that were subject to vesting based on the appreciation of RPT's common share price during the period from October 27, 2020 through December 31, 2024. In connection with the Agreement and Plan of Merger, dated as of August 28, 2023 (the "Merger Agreement"), by and among RPT Realty ("RPT"), RPT Realty, L.P., a Delaware limited partnership, Kimco Realty Corporation, a Maryland corporation ("Kimco"), Kimco Realty OP, LLC, a Delaware limited liability company ("Kimco OP"), Tarpon Acquisition Sub, LLC, a Delaware limited liability company and direct wholly owned subsidiary of Kimco, and Tarpon OP Acquisition Sub, LLC, a Delaware limited liability company and direct wholly owned subsidiary of Kimco OP, the Compensation and Human Capital Committee of the Board of Trustees of RPT (the "Compensation Committee") accelerated the vesting of such restricted share units, effective as of December 12, 2023. F1 · derivative.exercise_price: Represents restricted share units granted to the reporting person in October 2020 that were subject to vesting based on the appreciation of RPT's common share price during the period from October 27, 2020 through December 31, 2024. In connection with the Agreement and Plan of Merger, dated as of August 28, 2023 (the "Merger Agreement"), by and among RPT Realty ("RPT"), RPT Realty, L.P., a Delaware limited partnership, Kimco Realty Corporation, a Maryland corporation ("Kimco"), Kimco Realty OP, LLC, a Delaware limited liability company ("Kimco OP"), Tarpon Acquisition Sub, LLC, a Delaware limited liability company and direct wholly owned subsidiary of Kimco, and Tarpon OP Acquisition Sub, LLC, a Delaware limited liability company and direct wholly owned subsidiary of Kimco OP, the Compensation and Human Capital Committee of the Board of Trustees of RPT (the "Compensation Committee") accelerated the vesting of such restricted share units, effective as of December 12, 2023. F1 · derivative.exercise_date: Represents restricted share units granted to the reporting person in October 2020 that were subject to vesting based on the appreciation of RPT's common share price during the period from October 27, 2020 through December 31, 2024. In connection with the Agreement and Plan of Merger, dated as of August 28, 2023 (the "Merger Agreement"), by and among RPT Realty ("RPT"), RPT Realty, L.P., a Delaware limited partnership, Kimco Realty Corporation, a Maryland corporation ("Kimco"), Kimco Realty OP, LLC, a Delaware limited liability company ("Kimco OP"), Tarpon Acquisition Sub, LLC, a Delaware limited liability company and direct wholly owned subsidiary of Kimco, and Tarpon OP Acquisition Sub, LLC, a Delaware limited liability company and direct wholly owned subsidiary of Kimco OP, the Compensation and Human Capital Committee of the Board of Trustees of RPT (the "Compensation Committee") accelerated the vesting of such restricted share units, effective as of December 12, 2023. F1 · derivative.expiration_date: Represents restricted share units granted to the reporting person in October 2020 that were subject to vesting based on the appreciation of RPT's common share price during the period from October 27, 2020 through December 31, 2024. In connection with the Agreement and Plan of Merger, dated as of August 28, 2023 (the "Merger Agreement"), by and among RPT Realty ("RPT"), RPT Realty, L.P., a Delaware limited partnership, Kimco Realty Corporation, a Maryland corporation ("Kimco"), Kimco Realty OP, LLC, a Delaware limited liability company ("Kimco OP"), Tarpon Acquisition Sub, LLC, a Delaware limited liability company and direct wholly owned subsidiary of Kimco, and Tarpon OP Acquisition Sub, LLC, a Delaware limited liability company and direct wholly owned subsidiary of Kimco OP, the Compensation and Human Capital Committee of the Board of Trustees of RPT (the "Compensation Committee") accelerated the vesting of such restricted share units, effective as of December 12, 2023. Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 20:45 UTC | RPT Realty NYSE: RPT · Entity 95506 | Tax withholdingCommon Shares of Beneficial Interest | 87,188 | $12.23 | $1,066,309.24 |
DisclosureSEC source: 0000842183-23-000076 · wk-form4_1702604748.xml · nonDerivative · entry 5 Ohlberg Heather · CIK 0001812427 · EVP, Gen. Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,345 Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 20:45 UTC | RPT Realty NYSE: RPT · Entity 95506 | GrantCommon Shares of Beneficial Interest | 48,340 | $0.00 | $0.00 |
DisclosureSEC source: 0000842183-23-000076 · wk-form4_1702604748.xml · nonDerivative · entry 4 Ohlberg Heather · CIK 0001812427 · EVP, Gen. Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 189,533 F4 · shares: Represents restricted share units granted to the reporting person in March 2023 that were subject to performance-based vesting hurdles for the period from January 1, 2023 through December 31, 2025. In connection with the Merger Agreement, the Compensation Committee accelerated the vesting of such restricted shares units, effective as of December 12, 2023. Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 20:45 UTC | RPT Realty NYSE: RPT · Entity 95506 | GrantCommon Shares of Beneficial Interest | 27,712 | $0.00 | $0.00 |
DisclosureSEC source: 0000842183-23-000076 · wk-form4_1702604748.xml · nonDerivative · entry 3 Ohlberg Heather · CIK 0001812427 · EVP, Gen. Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,193 F3 · shares: Represents restricted share units granted to the reporting person in March 2022 that were subject to performance-based vesting hurdles for the period from January 1, 2022 through December 31, 2024. In connection with the Merger Agreement, the Compensation Committee accelerated the vesting of such restricted shares units, effective as of December 12, 2023. Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 20:45 UTC | RPT Realty NYSE: RPT · Entity 95506 | GrantCommon Shares of Beneficial Interest | 38,278 | $0.00 | $0.00 |
DisclosureSEC source: 0000842183-23-000076 · wk-form4_1702604748.xml · nonDerivative · entry 2 Ohlberg Heather · CIK 0001812427 · EVP, Gen. Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,481 F2 · shares: Represents restricted share units granted to the reporting person in February 2021 that were subject to performance-based vesting hurdles for the period from January 1, 2021 through December 31, 2023. In connection with the Merger Agreement, the Compensation Committee accelerated the vesting of such restricted shares units, effective as of December 12, 2023. Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 20:45 UTC | RPT Realty NYSE: RPT · Entity 95506 | Exercise / conversionCommon Shares of Beneficial Interest | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000842183-23-000076 · wk-form4_1702604748.xml · nonDerivative · entry 1 Ohlberg Heather · CIK 0001812427 · EVP, Gen. Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,203 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 · shares: Represents restricted share units granted to the reporting person in October 2020 that were subject to vesting based on the appreciation of RPT's common share price during the period from October 27, 2020 through December 31, 2024. In connection with the Agreement and Plan of Merger, dated as of August 28, 2023 (the "Merger Agreement"), by and among RPT Realty ("RPT"), RPT Realty, L.P., a Delaware limited partnership, Kimco Realty Corporation, a Maryland corporation ("Kimco"), Kimco Realty OP, LLC, a Delaware limited liability company ("Kimco OP"), Tarpon Acquisition Sub, LLC, a Delaware limited liability company and direct wholly owned subsidiary of Kimco, and Tarpon OP Acquisition Sub, LLC, a Delaware limited liability company and direct wholly owned subsidiary of Kimco OP, the Compensation and Human Capital Committee of the Board of Trustees of RPT (the "Compensation Committee") accelerated the vesting of such restricted share units, effective as of December 12, 2023. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 14:01 UTC | RPT Realty NYSE: RPT · Entity 95506 | Tax withholdingCommon Shares of Beneficial Interest | 1,885 | $10.70 | $20,169.50 |
DisclosureSEC source: 0000842183-23-000033 · wf-form4_167812930443973.xml · nonDerivative · entry 1 Ohlberg Heather · CIK 0001812427 · EVP, Gen. Counsel, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,203 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 13:13 UTC | RPT Realty NYSE: RPT · Entity 95506 | GrantCommon Shares of Beneficial Interest | 24,170 | $0.00 | $0.00 |
DisclosureSEC source: 0000842183-23-000023 · wf-form4_167786719262650.xml · nonDerivative · entry 2 Ohlberg Heather · CIK 0001812427 · EVP, Gen. Counsel, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,088 F1 · shares: Represents a grant of restricted shares that vest in three equal installments on each of the first three anniversaries of the date of grant. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 13:13 UTC | RPT Realty NYSE: RPT · Entity 95506 | Tax withholdingCommon Shares of Beneficial Interest | 2,785 | $10.74 | $29,910.90 |
DisclosureSEC source: 0000842183-23-000023 · wf-form4_167786719262650.xml · nonDerivative · entry 1 Ohlberg Heather · CIK 0001812427 · EVP, Gen. Counsel, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,918 Read SEC document |
| February 11, 2023 Filed Feb 14, 2023 17:18 UTC | RPT Realty NYSE: RPT · Entity 95506 | Tax withholdingCommon Shares of Beneficial Interest | 3,595 | $10.42 | $37,459.90 |
DisclosureSEC source: 0000842183-23-000008 · wf-form4_167641303541912.xml · nonDerivative · entry 1 Ohlberg Heather · CIK 0001812427 · EVP General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,703 Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 15:48 UTC | RPT Realty NYSE: RPT · Entity 95506 | Tax withholdingCommon Shares of Beneficial Interest | 1,885 | $13.09 | $24,674.65 |
DisclosureSEC source: 0000842183-22-000033 · wf-form4_164642689120437.xml · nonDerivative · entry 1 Ohlberg Heather · CIK 0001812427 · EVP General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,298 Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 14:40 UTC | RPT Realty NYSE: RPT · Entity 95506 | GrantCommon Shares of Beneficial Interest | 16,365 | $0.00 | $0.00 |
DisclosureSEC source: 0000842183-22-000023 · wf-form4_164633644004742.xml · nonDerivative · entry 2 Ohlberg Heather · CIK 0001812427 · EVP General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,183 F1 · shares: Represents a grant of restricted shares that vest in three equal installments on each of the first three anniversaries of the date of grant. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 14:40 UTC | RPT Realty NYSE: RPT · Entity 95506 | Tax withholdingCommon Shares of Beneficial Interest | 858 | $12.71 | $10,905.18 |
DisclosureSEC source: 0000842183-22-000023 · wf-form4_164633644004742.xml · nonDerivative · entry 1 Ohlberg Heather · CIK 0001812427 · EVP General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,818 Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 17:43 UTC | RPT Realty NYSE: RPT · Entity 95506 | Tax withholdingCommon Shares of Beneficial Interest | 3,596 | $12.53 | $45,057.88 |
DisclosureSEC source: 0000842183-22-000008 · wf-form4_164496496648298.xml · nonDerivative · entry 1 Ohlberg Heather · CIK 0001812427 · EVP General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,676 Read SEC document |
| June 21, 2021 Filed Jun 23, 2021 16:51 UTC | RPT Realty NYSE: RPT · Entity 95506 | SaleCommon Shares of Beneficial Interest | 1,375 | $13.26 | $18,232.50 |
DisclosureSEC source: 0000842183-21-000074 · wf-form4_162448148742761.xml · nonDerivative · entry 1 Ohlberg Heather · CIK 0001812427 · EVP General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,272 F1 · kind: These sales were primarily to fund the reporting person's tax liability associated with the vesting/settlement of restricted share and restricted share unit awards that occurred in 2020 and 2021 in excess of amounts withheld by the issuer. Read SEC document |
| March 02, 2021 Filed Mar 18, 2021 18:01 UTC | RPT Realty NYSE: RPT · Entity 95506 | Tax withholdingCommon Shares of Beneficial Interest | 1,255 | $10.82 | $13,579.10 |
DisclosureSEC source: 0000842183-21-000050 · wf-form4_161610488847089.xml · nonDerivative · entry 1 Ohlberg Heather · CIK 0001812427 · EVP General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,647 Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 16:35 UTC | RPT Realty NYSE: RPT · Entity 95506 | Tax withholdingCommon Shares of Beneficial Interest | 571 | $11.14 | $6,360.94 |
DisclosureSEC source: 0000842183-21-000030 · wf-form4_161480730704935.xml · nonDerivative · entry 1 Ohlberg Heather · CIK 0001812427 · EVP General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,902 Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 16:18 UTC | RPT Realty NYSE: RPT · Entity 95506 | GrantCommon Shares of Beneficial Interest | 19,139 | $0.00 | $0.00 |
DisclosureSEC source: 0000842183-21-000016 · wf-form4_161351024851129.xml · nonDerivative · entry 1 Ohlberg Heather · CIK 0001812427 · EVP General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,473 F1 · shares: Represents a grant of restricted shares that vest in three equal installments on each of the first three anniversaries of the date of grant. Read SEC document |
| January 02, 2021 Filed Jan 5, 2021 16:28 UTC | RPT Realty NYSE: RPT · Entity 95506 | Tax withholdingCommon Shares of Beneficial Interest | 1,803 | $8.65 | $15,595.95 |
DisclosureSEC source: 0000842183-21-000008 · wf-form4_160988205074858.xml · nonDerivative · entry 1 Ohlberg Heather · CIK 0001812427 · EVP General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,334 Read SEC document |
| October 27, 2020 Filed Oct 29, 2020 16:20 UTC | RPT Realty NYSE: RPT · Entity 95506 | GrantPerformance Restricted Share Units · Derivative | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000842183-20-000109 · wf-form4_160400280197772.xml · derivative · entry 1 Ohlberg Heather · CIK 0001812427 · EVP General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Shares of Beneficial Interest · 15,000 shares Expires not disclosed F1 · security: Represents performance-based restricted share units ("PSUs") granted as a performance award under the Issuer's 2019 Omnibus Long-Term Incentive Plan (the "Plan"). The vesting of the PSUs is based on the appreciation of the Issuer's common share price during the period from October 26, 2020 through December 31, 2024 and the reporting person's continued employment through the end of the performance period. None of the PSUs will vest unless the Issuer's common share price appreciates by at least 25% during the performance period, and the maximum number of PSUs (i.e., 200%) will only vest if the Issuer's common share price appreciates by at least 100% during the performance period. F2 · security: Subject to continued employment, 50% of the PSUs will vest if the share price appreciates at least 25% but less than 50%, 100% of the PSUs will vest if the share price appreciates by at least 50% but less than 75%, 150% of the PSUs will vest if the share price appreciates by at least 75% but less than 100% and 200% of the PSUs will vest if the share price appreciates 100% or more during the performance period. Vested PSUs will be settled following the end of the performance period in common shares of beneficial interest of the Issuer, to the extent permitted under the Plan, or in cash equal in value to the common shares that otherwise would have been issued. These PSUs will expire and cease to exist following settlement. PSUs may be settled prior to the end of the performance period in connection with the termination of the reporting person's employment in certain circumstances to the extent the PSUs are then earned based on appreciation of the Issuer's common share price. F1 · derivative.exercise_price: Represents performance-based restricted share units ("PSUs") granted as a performance award under the Issuer's 2019 Omnibus Long-Term Incentive Plan (the "Plan"). The vesting of the PSUs is based on the appreciation of the Issuer's common share price during the period from October 26, 2020 through December 31, 2024 and the reporting person's continued employment through the end of the performance period. None of the PSUs will vest unless the Issuer's common share price appreciates by at least 25% during the performance period, and the maximum number of PSUs (i.e., 200%) will only vest if the Issuer's common share price appreciates by at least 100% during the performance period. F2 · derivative.exercise_price: Subject to continued employment, 50% of the PSUs will vest if the share price appreciates at least 25% but less than 50%, 100% of the PSUs will vest if the share price appreciates by at least 50% but less than 75%, 150% of the PSUs will vest if the share price appreciates by at least 75% but less than 100% and 200% of the PSUs will vest if the share price appreciates 100% or more during the performance period. Vested PSUs will be settled following the end of the performance period in common shares of beneficial interest of the Issuer, to the extent permitted under the Plan, or in cash equal in value to the common shares that otherwise would have been issued. These PSUs will expire and cease to exist following settlement. PSUs may be settled prior to the end of the performance period in connection with the termination of the reporting person's employment in certain circumstances to the extent the PSUs are then earned based on appreciation of the Issuer's common share price. F1 · derivative.exercise_date: Represents performance-based restricted share units ("PSUs") granted as a performance award under the Issuer's 2019 Omnibus Long-Term Incentive Plan (the "Plan"). The vesting of the PSUs is based on the appreciation of the Issuer's common share price during the period from October 26, 2020 through December 31, 2024 and the reporting person's continued employment through the end of the performance period. None of the PSUs will vest unless the Issuer's common share price appreciates by at least 25% during the performance period, and the maximum number of PSUs (i.e., 200%) will only vest if the Issuer's common share price appreciates by at least 100% during the performance period. F2 · derivative.exercise_date: Subject to continued employment, 50% of the PSUs will vest if the share price appreciates at least 25% but less than 50%, 100% of the PSUs will vest if the share price appreciates by at least 50% but less than 75%, 150% of the PSUs will vest if the share price appreciates by at least 75% but less than 100% and 200% of the PSUs will vest if the share price appreciates 100% or more during the performance period. Vested PSUs will be settled following the end of the performance period in common shares of beneficial interest of the Issuer, to the extent permitted under the Plan, or in cash equal in value to the common shares that otherwise would have been issued. These PSUs will expire and cease to exist following settlement. PSUs may be settled prior to the end of the performance period in connection with the termination of the reporting person's employment in certain circumstances to the extent the PSUs are then earned based on appreciation of the Issuer's common share price. F1 · derivative.expiration_date: Represents performance-based restricted share units ("PSUs") granted as a performance award under the Issuer's 2019 Omnibus Long-Term Incentive Plan (the "Plan"). The vesting of the PSUs is based on the appreciation of the Issuer's common share price during the period from October 26, 2020 through December 31, 2024 and the reporting person's continued employment through the end of the performance period. None of the PSUs will vest unless the Issuer's common share price appreciates by at least 25% during the performance period, and the maximum number of PSUs (i.e., 200%) will only vest if the Issuer's common share price appreciates by at least 100% during the performance period. F2 · derivative.expiration_date: Subject to continued employment, 50% of the PSUs will vest if the share price appreciates at least 25% but less than 50%, 100% of the PSUs will vest if the share price appreciates by at least 50% but less than 75%, 150% of the PSUs will vest if the share price appreciates by at least 75% but less than 100% and 200% of the PSUs will vest if the share price appreciates 100% or more during the performance period. Vested PSUs will be settled following the end of the performance period in common shares of beneficial interest of the Issuer, to the extent permitted under the Plan, or in cash equal in value to the common shares that otherwise would have been issued. These PSUs will expire and cease to exist following settlement. PSUs may be settled prior to the end of the performance period in connection with the termination of the reporting person's employment in certain circumstances to the extent the PSUs are then earned based on appreciation of the Issuer's common share price. Read SEC document |
| May 19, 2020 Filed May 21, 2020 17:17 UTC | RPT Realty NYSE: RPT · Entity 95506 | GrantCommon Shares of Beneficial Interest | 4,591 | $0.00 | $0.00 |
DisclosureSEC source: 0000842183-20-000069 · wf-form4_159009584422124.xml · nonDerivative · entry 1 Ohlberg Heather · CIK 0001812427 · EVP General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,137 F1 · shares: Award made pursuant to the RPT Salary Exchange Program and will vest on January 2, 2021. 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.