Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FEDERAL REALTY INVESTMENT TRUSTFRT · Entity 3517 | Director | January 02, 2026 | January 05, 2026 |
| MTS SYSTEMS CORPMTSC · Entity 140393 | Director | February 13, 2019 | February 15, 2019 |
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.
FEDERAL REALTY INVESTMENT TRUST
Report date January 02, 2026 · Filed January 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 18,017 |
Reported balance
After 2026-01-02 transaction · row 1
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 1,339 · Balance 18,017 |
MTS SYSTEMS CORP
Report date February 13, 2019 · Filed February 15, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,441 |
Reported balance
After 2019-02-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-02-13 · Grant · Acquired 2,307 · Balance 19,441 F1: Represents restricted stock units that may only be settled on a 1 for 1 basis in shares of common stock. F2: Includes (i) 7,064 phantom shares that may be settled in an equal number of common shares after the reporting person leaves the issuer's board; and (ii) 2,307 restricted stock units that vest on 2/13/20. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units that may only be settled on a 1 for 1 basis in shares of common stock.
F2: Includes (i) 7,064 phantom shares that may be settled in an equal number of common shares after the reporting person leaves the issuer's board; and (ii) 2,307 restricted stock units that vest on 2/13/20.
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 02, 2026 Filed Jan 5, 2026 21:22 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GrantCommon Shares of Beneficial Interest | 1,339 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-26-000007 · wk-form4_1767648139.xml · nonDerivative · entry 1 Steinel Gail P · CIK 0001368797 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,017 Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 21:18 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GrantCommon Shares of Beneficial Interest | 1,072 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-25-000009 · wk-form4_1735939121.xml · nonDerivative · entry 1 Steinel Gail P · CIK 0001368797 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,678 Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 13:43 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GrantCommon Shares of Beneficial Interest | 1,164 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-24-000010 · wk-form4_1704289377.xml · nonDerivative · entry 1 Steinel Gail P · CIK 0001368797 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,606 Read SEC document |
| January 03, 2023 Filed Jan 4, 2023 13:46 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GrantCommon Shares of Beneficial Interest | 1,188 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-23-000012 · wf-form4_167283997416726.xml · nonDerivative · entry 1 Steinel Gail P · CIK 0001368797 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,442 Read SEC document |
| January 03, 2022 Filed Jan 4, 2022 23:03 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GrantCommon Shares of Beneficial Interest | 880 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-22-000008 · wf-form4_164133737301648.xml · nonDerivative · entry 1 Steinel Gail P · CIK 0001368797 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,254 Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 21:36 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GrantCommon Shares of Beneficial Interest | 1,410 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-21-000008 · wf-form4_160996896623968.xml · nonDerivative · entry 1 Steinel Gail P · CIK 0001368797 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,374 Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 22:15 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GrantCommon shares of beneficial interest | 886 | $0.00 | $0.00 |
DisclosureSEC source: 0001368797-20-000001 · edgar.xml · nonDerivative · entry 1 Steinel Gail P · CIK 0001368797 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,964 Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 16:05 UTC | MTS SYSTEMS CORP MTSC · Entity 140393 | GrantCommon Stock | 2,307 | $0.00 | $0.00 |
DisclosureSEC source: 0000914190-19-000039 · edgar.xml · nonDerivative · entry 1 Steinel Gail P · CIK 0001368797 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,441 F1 · shares: Represents restricted stock units that may only be settled on a 1 for 1 basis in shares of common stock. F2 · balance_after: Includes (i) 7,064 phantom shares that may be settled in an equal number of common shares after the reporting person leaves the issuer's board; and (ii) 2,307 restricted stock units that vest on 2/13/20. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 14:55 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GrantCommon shares of beneficial interest | 966 | $0.00 | $0.00 |
DisclosureSEC source: 0001368797-19-000001 · edgar.xml · nonDerivative · entry 1 Steinel Gail P · CIK 0001368797 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,078 Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 16:41 UTC | MTS SYSTEMS CORP MTSC · Entity 140393 | GrantCommon Stock | 2,391 | $0.00 | $0.00 |
DisclosureSEC source: 0000914190-18-000047 · edgar.xml · nonDerivative · entry 1 Steinel Gail P · CIK 0001368797 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,134 F1 · shares: Amount shown is the number of restricted stock units that may only be settled on a 1 for 1 basis in shares of common stock. F2 · balance_after: Includes (i) 2,523 phantom shares which may be settled in an equal number of common shares after the reporting person leaves the issuer's board; (ii) 2,150 restricted stock units that vest on 6/7/18; and (iii) 2,391 restricted stock units that vest on 2/13/19. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 22:07 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GrantCommon shares of beneficial interest | 858 | $0.00 | $0.00 |
DisclosureSEC source: 0001368797-18-000001 · edgar.xml · nonDerivative · entry 1 Steinel Gail P · CIK 0001368797 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,112 Read SEC document |
| June 07, 2017 Filed Jun 8, 2017 15:03 UTC | MTS SYSTEMS CORP MTSC · Entity 140393 | GrantCommon Stock | 2,150 | $53.50 | $115,025.00 |
DisclosureSEC source: 0001179110-17-008761 · edgar.xml · nonDerivative · entry 1 Steinel Gail P · CIK 0001368797 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,743 F1 · shares: Amount shown is the number of restricted stock units that may only be settled on a 1 for 1 basis in shares of common stock. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 15:43 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GrantCommon shares of beneficial interest | 739 | $0.00 | $0.00 |
DisclosureSEC source: 0001368797-17-000001 · edgar.xml · nonDerivative · entry 1 Steinel Gail P · CIK 0001368797 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,254 Read SEC document |
| February 11, 2014 Filed Sep 26, 2017 17:43 UTC Amendment | MTS SYSTEMS CORP MTSC · Entity 140393 | GrantCommon Stock | 1,324 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-012717 · edgar.xml · nonDerivative · entry 1 Steinel Gail P · CIK 0001368797 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,390 F1 · security: The reporting person's Form 4 filed on February 12, 2014 inadvertently omitted the Power of Attorney. This amendment is being filed solely for the purpose of adding the Power of Attorney. 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.