Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CBL & ASSOCIATES PROPERTIES INCCBL · Entity 1483 | Director | December 15, 2025 | December 17, 2025 |
| RETAIL PROPERTIES OF AMERICA, INC.RPAI · Entity 134290 | Director | June 04, 2020 | June 05, 2020 |
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.
CBL & ASSOCIATES PROPERTIES INC
Report date December 15, 2025 · Filed December 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,754 |
Reported balance
After 2025-12-15 transaction · row 1
1 source rowRow 1 · 2025-12-15 · Grant · Acquired 3,346 · Balance 20,754 F1: Grant of restricted Common Stock pursuant to the 2021 Equity Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted Common Stock pursuant to the 2021 Equity Incentive Plan.
RETAIL PROPERTIES OF AMERICA, INC.
Report date June 04, 2020 · Filed June 05, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 52,832 |
Reported balance
After 2020-06-04 transaction · row 1
1 source rowRow 1 · 2020-06-04 · Grant · Acquired 17,656 · Balance 52,832 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
LIBERTY PROPERTY TRUST
Report date February 03, 2020 · Filed February 04, 2020
Section 16 reporting ended · disclosed 2020-02-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial Interest ($0.001 par value)SEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-02-03 transaction · row 1
1 source rowRow 1 · 2020-02-03 · Disposition to issuer · Disposed 4,481 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 27, 2019, by and among Liberty Property Trust (the "Company"), Liberty Property Limited Partnership (the "Partnership"), Leaf Holdco Property Trust ("New Liberty Holdco"), Prologis, Inc. ("Prologis"), Lambda REIT Acquisition LLC ("Prologis Merger Sub"), Prologis, L.P. ("Prologis OP") and Lambda OP Acquisition LLC ("Prologis OP Merger Sub"), on February 3, 2020, (i) an indirect wholly owned subsidiary of New Liberty Holdco merged with and into the Company (the "Company Merger"), with the Company continuing as the surviving entity and as an indirect wholly owned subsidiary of New Liberty Holdco; (ii) on February 4, 2020, New Liberty Holdco merged with and into Prologis Merger Sub, with Prologis Merger Sub continuing as the surviving corporation and a wholly owned subsidiary of Prologis; F2: (Continued from footnote 1) (iii) immediately after the Topco Merger, Prologis Merger Sub caused all of the outstanding equity interests in the Company to be contributed to Prologis OP in exchange for the issuance by Prologis OP of the partnership interests in Prologis OP to other subsidiaries of Prologis; (iv) and thereafter, Prologis OP Merger Sub merged with and into the Partnership, with the Partnership continuing as the surviving entity and a wholly owned subsidiary of Prologis OP. Pursuant to the Merger Agreement, at the effective time of the Company Merger (the "Company Merger Effective Time"), each outstanding common share of beneficial interest, par value $0.001 per share, of the Company (a "Company Common Share"), held by the reporting person immediately prior to Company Merger Effective Time was automatically converted into one newly issued share of beneficial interest, par value $0.001 per share, of New Liberty Holdco (a "New Liberty Holdco Common Share"). F3: (Continued from footnote 2) At the effective time of the Topco Merger (the "Topco Merger Effective Time"), each outstanding New Liberty Holdco Common Share held by the reporting person was automatically converted into the right to receive 0.675 (the "Exchange Ratio") validly issued, fully paid and non-assessable shares of common stock, par value $0.01 per share, of Prologis ("Prologis Common Stock" and such consideration, the "Merger Consideration") together with cash in lieu of fractional shares, without interest, but subject to any withholding required under applicable tax law, upon the terms and subject to the conditions set forth in the Merger Agreement. On January 31, 2020, the closing price of the Company Common Shares was $62.65 per share and the closing price of Prologis Common Stock was $92.88 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 27, 2019, by and among Liberty Property Trust (the "Company"), Liberty Property Limited Partnership (the "Partnership"), Leaf Holdco Property Trust ("New Liberty Holdco"), Prologis, Inc. ("Prologis"), Lambda REIT Acquisition LLC ("Prologis Merger Sub"), Prologis, L.P. ("Prologis OP") and Lambda OP Acquisition LLC ("Prologis OP Merger Sub"), on February 3, 2020, (i) an indirect wholly owned subsidiary of New Liberty Holdco merged with and into the Company (the "Company Merger"), with the Company continuing as the surviving entity and as an indirect wholly owned subsidiary of New Liberty Holdco; (ii) on February 4, 2020, New Liberty Holdco merged with and into Prologis Merger Sub, with Prologis Merger Sub continuing as the surviving corporation and a wholly owned subsidiary of Prologis;
F2: (Continued from footnote 1) (iii) immediately after the Topco Merger, Prologis Merger Sub caused all of the outstanding equity interests in the Company to be contributed to Prologis OP in exchange for the issuance by Prologis OP of the partnership interests in Prologis OP to other subsidiaries of Prologis; (iv) and thereafter, Prologis OP Merger Sub merged with and into the Partnership, with the Partnership continuing as the surviving entity and a wholly owned subsidiary of Prologis OP. Pursuant to the Merger Agreement, at the effective time of the Company Merger (the "Company Merger Effective Time"), each outstanding common share of beneficial interest, par value $0.001 per share, of the Company (a "Company Common Share"), held by the reporting person immediately prior to Company Merger Effective Time was automatically converted into one newly issued share of beneficial interest, par value $0.001 per share, of New Liberty Holdco (a "New Liberty Holdco Common Share").
F3: (Continued from footnote 2) At the effective time of the Topco Merger (the "Topco Merger Effective Time"), each outstanding New Liberty Holdco Common Share held by the reporting person was automatically converted into the right to receive 0.675 (the "Exchange Ratio") validly issued, fully paid and non-assessable shares of common stock, par value $0.01 per share, of Prologis ("Prologis Common Stock" and such consideration, the "Merger Consideration") together with cash in lieu of fractional shares, without interest, but subject to any withholding required under applicable tax law, upon the terms and subject to the conditions set forth in the Merger Agreement. On January 31, 2020, the closing price of the Company Common Shares was $62.65 per share and the closing price of Prologis Common Stock was $92.88 per share.
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 15, 2025 Filed Dec 17, 2025 20:03 UTC | CBL & ASSOCIATES PROPERTIES INC CBL · Entity 1483 | GrantCommon Stock | 3,346 | $37.37 | $125,023.29 |
DisclosureSEC source: 0001193125-25-322538 · ownership.xml · nonDerivative · entry 1 Gifford Robert G · CIK 0001688544 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,754 F1 · kind: Grant of restricted Common Stock pursuant to the 2021 Equity Incentive Plan. Read SEC document |
| January 14, 2025 Filed Mar 3, 2025 20:31 UTC | CBL & ASSOCIATES PROPERTIES INC CBL · Entity 1483 | SaleCommon Stock | 2,086 | $28.75 | $59,972.50 |
DisclosureSEC source: 0001127602-25-007461 · form4.xml · nonDerivative · entry 1 Gifford Robert G · CIK 0001688544 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,508 Read SEC document |
| December 15, 2024 Filed Dec 17, 2024 21:09 UTC | CBL & ASSOCIATES PROPERTIES INC CBL · Entity 1483 | GrantCommon Stock | 4,017 | $31.12 | $125,009.04 |
DisclosureSEC source: 0001127602-24-029579 · form4.xml · nonDerivative · entry 1 Gifford Robert G · CIK 0001688544 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,594 F1 · kind: Grant of restricted Common Stock pursuant to the 2021 Equity Incentive Plan. Read SEC document |
| April 11, 2024 Filed Mar 7, 2025 15:59 UTC | CBL & ASSOCIATES PROPERTIES INC CBL · Entity 1483 | SaleCommon Stock | 3,100 | $22.00 | $68,200.00 |
DisclosureSEC source: 0001127602-25-008653 · form4.xml · nonDerivative · entry 1 Gifford Robert G · CIK 0001688544 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,408 Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 21:24 UTC | CBL & ASSOCIATES PROPERTIES INC CBL · Entity 1483 | GrantCommon Stock | 5,215 | $23.97 | $125,019.20 |
DisclosureSEC source: 0001127602-23-030027 · form4.xml · nonDerivative · entry 1 Gifford Robert G · CIK 0001688544 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,577 F1 · kind: Grant of restricted Common Stock pursuant to the 2021 Equity Incentive Plan. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 17:10 UTC | CBL & ASSOCIATES PROPERTIES INC CBL · Entity 1483 | GrantCommon Stock | 5,028 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-027768 · form4.xml · nonDerivative · entry 1 Gifford Robert G · CIK 0001688544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,362 F1 · kind: Grant of restricted Common Stock pursuant to the 2021 Equity Incentive Plan. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 22:37 UTC | CBL & ASSOCIATES PROPERTIES INC CBL · Entity 1483 | GrantCommon Stock | 8,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031151 · form4.xml · nonDerivative · entry 1 Gifford Robert G · CIK 0001688544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,334 F1 · kind: Grant of restricted Common Stock pursuant to the 2021 Equity Incentive Plan. Read SEC document |
| June 04, 2020 Filed Jun 5, 2020 13:55 UTC | RETAIL PROPERTIES OF AMERICA, INC. RPAI · Entity 134290 | GrantClass A Common Stock | 17,656 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-034657 · doc4.xml · nonDerivative · entry 1 Gifford Robert G · CIK 0001688544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,832 Read SEC document |
| February 03, 2020 Filed Feb 4, 2020 18:49 UTC | LIBERTY PROPERTY TRUST LPT · Entity 151900 | Disposition to issuerCommon Shares of Beneficial Interest ($0.001 par value) | 4,481 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-006636 · doc4.xml · nonDerivative · entry 1 Gifford Robert G · CIK 0001688544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 27, 2019, by and among Liberty Property Trust (the "Company"), Liberty Property Limited Partnership (the "Partnership"), Leaf Holdco Property Trust ("New Liberty Holdco"), Prologis, Inc. ("Prologis"), Lambda REIT Acquisition LLC ("Prologis Merger Sub"), Prologis, L.P. ("Prologis OP") and Lambda OP Acquisition LLC ("Prologis OP Merger Sub"), on February 3, 2020, (i) an indirect wholly owned subsidiary of New Liberty Holdco merged with and into the Company (the "Company Merger"), with the Company continuing as the surviving entity and as an indirect wholly owned subsidiary of New Liberty Holdco; (ii) on February 4, 2020, New Liberty Holdco merged with and into Prologis Merger Sub, with Prologis Merger Sub continuing as the surviving corporation and a wholly owned subsidiary of Prologis; F2 · price: (Continued from footnote 1) (iii) immediately after the Topco Merger, Prologis Merger Sub caused all of the outstanding equity interests in the Company to be contributed to Prologis OP in exchange for the issuance by Prologis OP of the partnership interests in Prologis OP to other subsidiaries of Prologis; (iv) and thereafter, Prologis OP Merger Sub merged with and into the Partnership, with the Partnership continuing as the surviving entity and a wholly owned subsidiary of Prologis OP. Pursuant to the Merger Agreement, at the effective time of the Company Merger (the "Company Merger Effective Time"), each outstanding common share of beneficial interest, par value $0.001 per share, of the Company (a "Company Common Share"), held by the reporting person immediately prior to Company Merger Effective Time was automatically converted into one newly issued share of beneficial interest, par value $0.001 per share, of New Liberty Holdco (a "New Liberty Holdco Common Share"). F3 · price: (Continued from footnote 2) At the effective time of the Topco Merger (the "Topco Merger Effective Time"), each outstanding New Liberty Holdco Common Share held by the reporting person was automatically converted into the right to receive 0.675 (the "Exchange Ratio") validly issued, fully paid and non-assessable shares of common stock, par value $0.01 per share, of Prologis ("Prologis Common Stock" and such consideration, the "Merger Consideration") together with cash in lieu of fractional shares, without interest, but subject to any withholding required under applicable tax law, upon the terms and subject to the conditions set forth in the Merger Agreement. On January 31, 2020, the closing price of the Company Common Shares was $62.65 per share and the closing price of Prologis Common Stock was $92.88 per share. Read SEC document |
| May 31, 2019 Filed Jun 3, 2019 14:57 UTC | RETAIL PROPERTIES OF AMERICA, INC. RPAI · Entity 134290 | GrantClass A Common Stock | 10,514 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-033817 · doc4.xml · nonDerivative · entry 1 Gifford Robert G · CIK 0001688544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,176 Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 15:46 UTC | LIBERTY PROPERTY TRUST LRY · Entity 151900 | GrantCommon Shares of Beneficial Interest ($0.001 par value) | 2,180 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-014425 · doc4.xml · nonDerivative · entry 1 Gifford Robert G · CIK 0001688544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,481 F1 · price: Awarded as compensation for service on Board of Trustees. Read SEC document |
| June 01, 2018 Filed Jun 5, 2018 16:21 UTC | RETAIL PROPERTIES OF AMERICA, INC. RPAI · Entity 134290 | GrantClass A Common Stock | 10,417 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-035654 · doc4.xml · nonDerivative · entry 1 Gifford Robert G · CIK 0001688544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,662 Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 15:42 UTC | LIBERTY PROPERTY TRUST LRY · Entity 151900 | GrantCommon Shares of Beneficial Interest ($0.001 par value) | 2,301 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-014900 · doc4.xml · nonDerivative · entry 1 Gifford Robert G · CIK 0001688544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,301 F1 · price: Awarded as compensation for service on Board of Trustees. Read SEC document |
| June 02, 2017 Filed Jun 6, 2017 17:53 UTC | RETAIL PROPERTIES OF AMERICA, INC. RPAI · Entity 134290 | GrantClass A Common Stock | 9,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-038197 · doc4.xml · nonDerivative · entry 1 Gifford Robert G · CIK 0001688544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,245 Read SEC document |
| October 31, 2016 Filed Nov 2, 2016 15:29 UTC | RETAIL PROPERTIES OF AMERICA, INC. RPAI · Entity 134290 | GrantClass A Common Stock | 4,925 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-147863 · doc4.xml · nonDerivative · entry 1 Gifford Robert G · CIK 0001688544 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,925 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.