Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Seven Hills Realty TrustSEVN · Entity 6435 | President and CIO | September 17, 2026 | September 18, 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.
Seven Hills Realty Trust
Report date September 17, 2026 · Filed September 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 57,022 |
Reported balance
After 2026-09-17 transaction · row 1
1 source rowRow 1 · 2026-09-17 · Tax withholding · Disposed 2,732 · Balance 57,022 F1: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. |
Filing footnotes · ownership attribution and instrument terms
F1: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Tremont Mortgage Trust
Report date September 30, 2021 · Filed October 04, 2021
Section 16 reporting ended · disclosed 2021-10-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-09-30 transaction · row 1
1 source rowRow 1 · 2021-09-30 · Disposition to issuer · Disposed 2,143.97 · Balance 0 F1: Disposed of pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of April 26, 2021, by and between Seven Hills Realty Trust ("SEVN") (f/k/a RMR Mortgage Trust) and the Issuer, in exchange for 1,106 SEVN common shares of beneficial interest having a market value of $10.31 per share on the effective date of the merger of the Issuer with and into SEVN, based on the closing price of SEVN's common shares of beneficial interest on such effective date, plus cash in lieu of fractional shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of April 26, 2021, by and between Seven Hills Realty Trust ("SEVN") (f/k/a RMR Mortgage Trust) and the Issuer, in exchange for 1,106 SEVN common shares of beneficial interest having a market value of $10.31 per share on the effective date of the merger of the Issuer with and into SEVN, based on the closing price of SEVN's common shares of beneficial interest on such effective date, plus cash in lieu of fractional shares.
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 |
|---|---|---|---|---|---|---|
| September 17, 2026 Filed Sep 18, 2026 19:56 UTC | Seven Hills Realty Trust SEVN · Entity 6435 | Tax withholdingCommon Shares of Beneficial Interest | 2,732 | $7.40 | $20,216.80 |
DisclosureSEC source: 0001104659-26-108918 · tm2625735-3_4seq1.xml · nonDerivative · entry 1 Lorenzini Thomas J. · CIK 0001836710 · President and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,022 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 10, 2026 Filed Sep 14, 2026 20:36 UTC | Seven Hills Realty Trust SEVN · Entity 6435 | GrantCommon Shares of Beneficial Interest | 20,435 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-26-107519 · tm2625390-3_4seq1.xml · nonDerivative · entry 1 Lorenzini Thomas J. · CIK 0001836710 · President and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,754 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| December 12, 2025 Filed Dec 15, 2025 23:00 UTC | Seven Hills Realty Trust SEVN · Entity 6435 | OtherOversubscription Privilege (contingent right to buy) · Derivative | 12,525 | $0.00 Strike: $8.65 | $0.00 |
DisclosureSEC source: 0001104659-25-121268 · tm2533548-1_4seq1.xml · derivative · entry 2 Lorenzini Thomas J. · CIK 0001836710 · President and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 12,525 shares Expires 2025-12-04 F1 · shares: Shares acquired by the reporting person on December 12, 2025, in connection with the exercise of his oversubscription privilege in connection with Seven Hills Realty Trust's rights offering. Read SEC document |
| December 12, 2025 Filed Dec 15, 2025 23:00 UTC | Seven Hills Realty Trust SEVN · Entity 6435 | OtherCommon Shares of Beneficial Interest | 12,525 | $8.65 | $108,341.25 |
DisclosureSEC source: 0001104659-25-121268 · tm2533548-1_4seq1.xml · nonDerivative · entry 1 Lorenzini Thomas J. · CIK 0001836710 · President and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,319 F1 · shares: Shares acquired by the reporting person on December 12, 2025, in connection with the exercise of his oversubscription privilege in connection with Seven Hills Realty Trust's rights offering. F2 · balance_after: Includes common shares acquired by the reporting person under the Issuer's dividend reinvestment plan. Read SEC document |
| December 04, 2025 Filed Dec 9, 2025 01:59 UTC | Seven Hills Realty Trust SEVN · Entity 6435 | OtherSubscription Right (Right to Buy) · Derivative | 3,836 | $0.00 Strike: $8.65 | $0.00 |
DisclosureSEC source: 0001104659-25-119419 · tm2532998-3_4seq1.xml · derivative · entry 2 Lorenzini Thomas J. · CIK 0001836710 · President and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 1,918 shares Expires 2025-12-04 F1 · derivative.underlying_shares: On October 30, 2025, Seven Hills Realty Trust (the "Company") announced the terms of a pro rata offering of transferable subscription rights (the "Rights") to holders of the Company's common shares as of the record date of November 10, 2025 ("Record Date Shareholders"), entitling the holders of such Rights to subscribe for up to an aggregate of 7,532,861 of the Company's common shares (the "Rights Offering"). Record Date Shareholders received one Right for each outstanding common share they owned on the record date. The Rights entitled the Record Date Shareholders to purchase one new common share for every two Rights held. The Rights Offering expired on December 4, 2025. Read SEC document |
| December 04, 2025 Filed Dec 9, 2025 01:59 UTC | Seven Hills Realty Trust SEVN · Entity 6435 | OtherCommon Shares of Beneficial Interest | 1,918 | $8.65 | $16,590.70 |
DisclosureSEC source: 0001104659-25-119419 · tm2532998-3_4seq1.xml · nonDerivative · entry 1 Lorenzini Thomas J. · CIK 0001836710 · President and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,671 F1 · shares: On October 30, 2025, Seven Hills Realty Trust (the "Company") announced the terms of a pro rata offering of transferable subscription rights (the "Rights") to holders of the Company's common shares as of the record date of November 10, 2025 ("Record Date Shareholders"), entitling the holders of such Rights to subscribe for up to an aggregate of 7,532,861 of the Company's common shares (the "Rights Offering"). Record Date Shareholders received one Right for each outstanding common share they owned on the record date. The Rights entitled the Record Date Shareholders to purchase one new common share for every two Rights held. The Rights Offering expired on December 4, 2025. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 20:15 UTC | Seven Hills Realty Trust SEVN · Entity 6435 | Tax withholdingCommon Shares of Beneficial Interest | 243 | $10.41 | $2,529.63 |
DisclosureSEC source: 0001104659-25-096661 · tm2527931-1_4seq1.xml · nonDerivative · entry 1 Lorenzini Thomas J. · CIK 0001836710 · President and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,753 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 16, 2025 Filed Sep 18, 2025 20:16 UTC | Seven Hills Realty Trust SEVN · Entity 6435 | Tax withholdingCommon Shares of Beneficial Interest | 1,333 | $10.95 | $14,596.35 |
DisclosureSEC source: 0001104659-25-091254 · tm2526430-3_4seq1.xml · nonDerivative · entry 1 Lorenzini Thomas J. · CIK 0001836710 · President and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,996 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 09, 2025 Filed Sep 11, 2025 20:15 UTC | Seven Hills Realty Trust SEVN · Entity 6435 | GrantCommon Shares of Beneficial Interest | 8,174 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001410578-25-002046 · tm2525797-2_4seq1.xml · nonDerivative · entry 1 Lorenzini Thomas J. · CIK 0001836710 · President and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,329 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. F2 · balance_after: Includes 388 common shares acquired under a dividend reinvestment plan since September 11, 2024 Read SEC document |
| September 11, 2024 Filed Sep 13, 2024 20:30 UTC | Seven Hills Realty Trust SEVN · Entity 6435 | GrantCommon Shares of Beneficial Interest | 4,056 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-24-099830 · tm2424034-3_4seq1.xml · nonDerivative · entry 1 Lorenzini Thomas J. · CIK 0001836710 · President and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,767 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. F2 · balance_after: Includes 176 common shares acquired under a dividend reinvestment plan since March 20, 2024. Read SEC document |
| September 13, 2023 Filed Sep 15, 2023 20:54 UTC | Seven Hills Realty Trust SEVN · Entity 6435 | GrantCommon Shares of Beneficial Interest | 3,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-101245 · tm2326129-3_4seq1.xml · nonDerivative · entry 1 Lorenzini Thomas J. · CIK 0001836710 · President and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,347 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. F2 · balance_after: Includes common shares acquired under a dividend reinvestment plan. Read SEC document |
| November 29, 2022 Filed Nov 30, 2022 21:20 UTC | Seven Hills Realty Trust SEVN · Entity 6435 | PurchaseCommon Shares of Beneficial Interest | 1,000 | $9.57 | $9,570.00 |
DisclosureSEC source: 0001104659-22-123246 · tm2231676-2_4seq1.xml · nonDerivative · entry 1 Lorenzini Thomas J. · CIK 0001836710 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,553 F1 · price: This transaction was executed in multiple trades at prices ranging from $9.55 to $9.60 per share. The price reported represents the weighted average purchase price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares purchased at each separate price. F2 · balance_after: Includes common shares acquired under a dividend reinvestment plan. Read SEC document |
| October 03, 2022 Filed Oct 5, 2022 23:08 UTC | Seven Hills Realty Trust SEVN · Entity 6435 | Tax withholdingCommon Shares of Beneficial Interest | 241 | $9.19 | $2,214.79 |
DisclosureSEC source: 0001104659-22-106434 · tm2227532-1_4seq1.xml · nonDerivative · entry 1 Lorenzini Thomas J. · CIK 0001836710 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,508 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. F2 · balance_after: Includes 148 Common Shares acquired under a dividend reinvestment plan that were inadvertently omitted in prior Form 4 filings. Read SEC document |
| September 19, 2022 Filed Sep 21, 2022 21:57 UTC | Seven Hills Realty Trust SEVN · Entity 6435 | Tax withholdingCommon Shares of Beneficial Interest | 260 | $10.15 | $2,639.00 |
DisclosureSEC source: 0001104659-22-102011 · tm2226357-3_4seq1.xml · nonDerivative · entry 1 Lorenzini Thomas J. · CIK 0001836710 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,601 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 14, 2022 Filed Sep 16, 2022 20:30 UTC | Seven Hills Realty Trust SEVN · Entity 6435 | GrantCommon Shares of Beneficial Interest | 3,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-100857 · tm2226024d2_4seq1.xml · nonDerivative · entry 1 Lorenzini Thomas J. · CIK 0001836710 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,861 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| November 12, 2021 Filed Nov 16, 2021 22:24 UTC | Seven Hills Realty Trust SEVN · Entity 6435 | PurchaseCommon Shares of Beneficial Interest | 1,000 | $10.50 | $10,499.90 |
DisclosureSEC source: 0001104659-21-140094 · tm2133088-2_4seq1.xml · nonDerivative · entry 1 Lorenzini Thomas J. · CIK 0001836710 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,361 Read SEC document |
| October 05, 2021 Filed Oct 7, 2021 22:48 UTC | Seven Hills Realty Trust NASDAQSEVN · Entity 6435 | Tax withholdingCommon Shares of Beneficial Interest | 245 | $10.32 | $2,528.40 |
DisclosureSEC source: 0001104659-21-124271 · tm2129015-15_4seq1.xml · nonDerivative · entry 1 Lorenzini Thomas J. · CIK 0001836710 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,361 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 23:07 UTC | Seven Hills Realty Trust NASDAQSEVN · Entity 6435 | GrantCommon Shares of Beneficial Interest | 3,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-122631 · tm2129015-11_4seq1.xml · nonDerivative · entry 2 Lorenzini Thomas J. · CIK 0001836710 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,606 F2 · price: Transaction reported is grant of shares pursuant to the Issuer's equity compensation plan. Read SEC document |
| September 30, 2021 Filed Oct 4, 2021 23:07 UTC | Seven Hills Realty Trust NASDAQSEVN · Entity 6435 | GrantCommon Shares of Beneficial Interest | 1,106 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-122631 · tm2129015-11_4seq1.xml · nonDerivative · entry 1 Lorenzini Thomas J. · CIK 0001836710 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,106 F1 · price: Acquired pursuant to that certain Agreement and Plan of Merger, dated as of April 26, 2021, by and between the Issuer (f/k/a RMR Mortgage Trust) and Tremont Mortgage Trust ("TRMT") in exchange for 2,143.97 TRMT common shares of beneficial interest having a market value of $5.22 per share on the effective date of the merger of TRMT with and into the Issuer, based on the closing price of TRMT's common shares of beneficial interest on such effective date. Read SEC document |
| September 30, 2021 Filed Oct 4, 2021 18:48 UTC | Tremont Mortgage Trust NASDAQTRMT · Entity 135000 | Disposition to issuerCommon Shares of Beneficial Interest | 2,143.97 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-122609 · tm2129016-1_4seq1.xml · nonDerivative · entry 1 Lorenzini Thomas J. · CIK 0001836710 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of April 26, 2021, by and between Seven Hills Realty Trust ("SEVN") (f/k/a RMR Mortgage Trust) and the Issuer, in exchange for 1,106 SEVN common shares of beneficial interest having a market value of $10.31 per share on the effective date of the merger of the Issuer with and into SEVN, based on the closing price of SEVN's common shares of beneficial interest on such effective date, plus cash in lieu of fractional shares. Read SEC document |
| September 20, 2021 Filed Sep 22, 2021 20:28 UTC | Tremont Mortgage Trust TRMT · Entity 135000 | Tax withholdingCommon Shares of Beneficial Interest | 13 | $5.56 | $72.28 |
DisclosureSEC source: 0001104659-21-118446 · tm2128255-3_4seq1.xml · nonDerivative · entry 1 Lorenzini Thomas J. · CIK 0001836710 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,143.97 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. F2 · balance_after: Includes 39.17 shares acquired under a dividend reinvestment plan since the last Section 16 filing by Mr. Lorenzini. 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.