Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Inland Real Estate Income Trust, Inc.N/A · Entity 5798 | Director | December 17, 2025 | December 18, 2025 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Inland Real Estate Income Trust, Inc.
Report date December 17, 2025 · Filed December 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,177.152 |
Reported balance
After 2025-12-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-12-17 · Grant · Acquired 2,368.265 · Balance 12,177.152 F1: Shares of common stock were granted to the reporting person under the Issuer's Employee and Director Restricted Plan. These shares were issued on account of the reporting person's service as a non-employee director of the Issuer and without additional consideration. The shares become vested in equal installments of 33-1/3% on December 17, 2026, December 17, 2027, and December 17, 2028, subject to the reporting person's continued service to the Issuer; provided that 100% of any then unvested shares becomes fully vested upon the consummation of a liquidity event or termination of the reporting person's service to the Issuer by reason of death or disability. F2: Includes shares of common stock previously acquired through the Issuer's distribution reinvestment plan (DRP). |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of common stock were granted to the reporting person under the Issuer's Employee and Director Restricted Plan. These shares were issued on account of the reporting person's service as a non-employee director of the Issuer and without additional consideration. The shares become vested in equal installments of 33-1/3% on December 17, 2026, December 17, 2027, and December 17, 2028, subject to the reporting person's continued service to the Issuer; provided that 100% of any then unvested shares becomes fully vested upon the consummation of a liquidity event or termination of the reporting person's service to the Issuer by reason of death or disability.
F2: Includes shares of common stock previously acquired through the Issuer's distribution reinvestment plan (DRP).
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 |
|---|---|---|---|---|---|---|
| December 17, 2025 Filed Dec 18, 2025 19:12 UTC | Inland Real Estate Income Trust, Inc. N/A · Entity 5798 | GrantCommon Stock | 2,368.265 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-324364 · ownership.xml · nonDerivative · entry 1 Michael Bernard J · CIK 0001619534 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,177.152 F1 · shares: Shares of common stock were granted to the reporting person under the Issuer's Employee and Director Restricted Plan. These shares were issued on account of the reporting person's service as a non-employee director of the Issuer and without additional consideration. The shares become vested in equal installments of 33-1/3% on December 17, 2026, December 17, 2027, and December 17, 2028, subject to the reporting person's continued service to the Issuer; provided that 100% of any then unvested shares becomes fully vested upon the consummation of a liquidity event or termination of the reporting person's service to the Issuer by reason of death or disability. F2 · balance_after: Includes shares of common stock previously acquired through the Issuer's distribution reinvestment plan (DRP). Read SEC document |
| November 06, 2024 Filed Nov 7, 2024 17:22 UTC | Inland Real Estate Income Trust, Inc. N/A · Entity 5798 | GrantCommon Stock | 2,086.593 | $0.00 | $0.00 |
DisclosureSEC source: 0001528985-24-000005 · primary_doc.xml · nonDerivative · entry 1 Michael Bernard J · CIK 0001619534 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,808.887 F1 · shares: Shares of common stock were granted to the reporting person under the Issuer's Employee and Director Restricted Plan. These shares were issued on account of the reporting person's service as a non-employee director of the Issuer and without additional consideration. The shares become vested in equal installments of 33-1/3% on November 6, 2025, November 6, 2026, and November 6, 2027, subject to the reporting person's continued service to the Issuer; provided that 100% of any then unvested shares becomes fully vested upon the consummation of a liquidity event or termination of the reporting person's service to the Issuer by reason of death or disability. F2 · balance_after: Includes shares of common stock acquired through the Issuer's distribution reinvestment plan (DRP), including 159.734 shares acquired through the DRP since the reporting person's last Form 4 filing. Read SEC document |
| November 07, 2023 Filed Nov 9, 2023 20:59 UTC | Inland Real Estate Income Trust, Inc. N/A · Entity 5798 | GrantCommon Stock | 1,208.46 | $0.00 | $0.00 |
DisclosureSEC source: 0001528985-23-000004 · primary_doc.xml · nonDerivative · entry 1 Michael Bernard J · CIK 0001619534 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,562.56 F1 · shares: Shares of common stock were granted to the reporting person under the Issuer's Employee and Director Restricted Plan. These shares were issued on account of the reporting person's service as a non-employee director of the Issuer and without additional consideration. The shares become vested in equal installments of 33-1/3% on November 7, 2024, November 7, 2025 and November 7, 2026, subject to the reporting person's continued service to the Issuer; provided that 100% of any then unvested shares becomes fully vested upon the consummation of a liquidity event or termination of the reporting person's service to the Issuer by reason of death or disability. F2 · balance_after: Includes shares of common stock acquired through the Issuer's distribution reinvestment plan (DRP), including 169.910 shares acquired through the DRP since the reporting person's last Form 4 filing. Read SEC document |
| November 08, 2022 Filed Nov 10, 2022 17:03 UTC | Inland Real Estate Income Trust, Inc. N/A · Entity 5798 | GrantCommon Stock | 1,188 | $0.00 | $0.00 |
DisclosureSEC source: 0001528985-22-000007 · primary_doc.xml · nonDerivative · entry 1 Michael Bernard J · CIK 0001619534 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,184 F1 · shares: Shares of common stock were granted to the reporting person under the Issuer's Employee and Director Restricted Share Plan. These shares were issued on account of the reporting person's service as a non-employee director of the Issuer and without additional consideration. The shares become vested in equal installments of 33-1/3% on November 8, 2023, November 8, 2024 and November 8, 2025, subject to the reporting person's continued service to the Issuer; provided that 100% of any then unvested shares becomes fully vested upon the consummation of a liquidity event or termination of the reporting person's service to the Issuer by reason of death or disability. F2 · balance_after: Includes shares of common stock acquired through the Issuer's distribution reinvestment plan (DRP), including 135 shares acquired through the DRP since the reporting person's last Form 4 filing. Read SEC document |
| December 02, 2021 Filed Dec 6, 2021 19:37 UTC | Inland Real Estate Income Trust, Inc. n/a · Entity 5798 | GrantCommon Stock | 1,106 | $0.00 | $0.00 |
DisclosureSEC source: 0001444690-21-000004 · primary_doc.xml · nonDerivative · entry 1 Michael Bernard J · CIK 0001619534 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,860 F1 · shares: Shares of common stock were granted to the reporting person under the Issuer's Employee and Director Restricted Share Plan. These shares were issued on account of the reporting person's service as a non-employee director of the Issuer and without additional consideration. The shares become vested in equal installments of 33-1/3% on December 2, 2022, December 2, 2023 and December 2, 2024, subject to the reporting person's continued service to the Issuer; provided that 100% of any then unvested shares becomes fully vested upon the consummation of a liquidity event or termination of the reporting person's service to the Issuer by reason of death or disability. F2 · balance_after: Includes shares of common stock acquired through the Issuer's distribution reinvestment plan (DRP), including 55 shares acquired through the DRP since the reporting person's last Form 4 filing. Read SEC document |
| June 16, 2020 Filed Jun 17, 2020 20:24 UTC | Inland Real Estate Income Trust, Inc. n/a · Entity 5798 | GrantCommon Stock | 1,101.928 | $0.00 | $0.00 |
DisclosureSEC source: 0001528985-20-000003 · primary_doc.xml · nonDerivative · entry 1 Michael Bernard J · CIK 0001619534 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,698.462 F1 · shares: Shares of common stock were granted to the reporting person under the Issuer's Employee and Director Restricted Share Plan. These shares were issued on account of the reporting person's service as a non-employee director of the Issuer and without additional consideration. The shares become vested in equal installments of 33-1/3% on June 16, 2021, June 16, 2022 and June 16, 2023, subject to the reporting person's continued service to the Issuer; provided that 100% of any then unvested shares becomes fully vested upon the consummation of a liquidity event or termination of the reporting person's service to the Issuer by reason of death or disability. Read SEC document |
| June 04, 2019 Filed Jun 5, 2019 20:53 UTC | Inland Real Estate Income Trust, Inc. n/a · Entity 5798 | GrantCommon Stock | 745.527 | $0.00 | $0.00 |
DisclosureSEC source: 0001528985-19-000003 · primary_doc.xml · nonDerivative · entry 1 Michael Bernard J · CIK 0001619534 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,483.11 F1 · price: Shares of common stock were granted to the reporting person under the Issuer's Employee and Director Restricted Share Plan. These shares were issued on account of the reporting person's service as a non-employee director of the Issuer and without additional consideration. The shares become vested in equal installments of 33-1/3% on June 4, 2020, June 4, 2021 and June 4, 2022, subject to the reporting person's continued service to the Issuer; provided that 100% of any then unvested shares becomes fully vested upon the consummation of a liquidity event or termination of the reporting person's service to the Issuer by reason of death or disability. Read SEC document |
| June 12, 2018 Filed Jun 13, 2018 20:08 UTC | Inland Real Estate Income Trust, Inc. n/a · Entity 5798 | GrantCommon Stock | 559.284 | $0.00 | $0.00 |
DisclosureSEC source: 0001528985-18-000003 · primary_doc.xml · nonDerivative · entry 1 Michael Bernard J · CIK 0001619534 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,637.178 F1 · price: Shares of common stock were granted to the reporting person under the Issuer's Employee and Director Restricted Share Plan. These shares were issued on account of the reporting person's service as a non-employee director of the Issuer and without additional consideration. The shares become vested in equal installments of 33-1/3% on June 12, 2019, June 12, 2020 and June 12, 2021, subject to the reporting person's continued service to the Issuer; provided that 100% of any then unvested shares becomes fully vested upon the consummation of a liquidity event or termination of the reporting person's service to the Issuer by reason of death or disability. Read SEC document |
| October 02, 2017 Filed Oct 4, 2017 15:15 UTC | Inland Real Estate Income Trust, Inc. n/a · Entity 5798 | GrantCommon Stock | 276.243 | $0.00 | $0.00 |
DisclosureSEC source: 0001528985-17-000007 · primary_doc.xml · nonDerivative · entry 1 Michael Bernard J · CIK 0001619534 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,611.116 F1 · price: Shares of common stock were granted to the reporting person under the Issuer's Employee and Director Restricted Share Plan. These shares were issued on account of the reporting person's service as a non-employee director of the Issuer and without additional consideration. The shares become vested in equal installments of 33-1/3% on October 2, 2018, October 2, 2019 and October 2, 2020, subject to the reporting person's continued service to the Issuer; provided that 100% of any then unvested shares becomes fully vested upon the consummation of a liquidity event. Read SEC document |
| June 13, 2017 Filed Jun 15, 2017 15:29 UTC | Inland Real Estate Income Trust, Inc. n/a · Entity 5798 | GrantCommon Stock | 1,104.972 | $0.00 | $0.00 |
DisclosureSEC source: 0001528985-17-000003 · primary_doc.xml · nonDerivative · entry 1 Michael Bernard J · CIK 0001619534 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,286.243 F1 · price: Shares of common stock were granted to the reporting person under the Issuer's Employee and Director Restricted Share Plan. These shares were issued on account of the reporting person's service as a non-employee director of the Issuer and without additional consideration. The shares become vested in equal installments of 33-1/3% on June 13, 2018, June 13, 2019 and June 13, 2020, subject to the reporting person's continued service to the Issuer; provided that 100% of any then unvested shares becomes fully vested upon the consummation of a liquidity event. 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.