Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DIVERSIFIED HEALTHCARE TRUSTNASDAQ:DHC · Entity 4565 | CFO and Treasurer | September 17, 2026 | September 21, 2026 |
| OFFICE PROPERTIES INCOME TRUSTNASDAQ:OPI · Entity 5690 | CFO and Treasurer | September 18, 2023 | September 20, 2023 |
| RMR GROUP INC.NASDAQ:RMR · Entity 5848 | Exec. VP, CFO & Treasurer | September 17, 2026 | September 21, 2026 |
| Seven Hills Realty TrustSEVN · Entity 6435 | CFO and Treasurer | 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.
DIVERSIFIED HEALTHCARE TRUST
Report date September 17, 2026 · Filed September 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 153,109 |
Reported balance
After 2026-09-17 transaction · row 1
1 source rowRow 1 · 2026-09-17 · Tax withholding · Disposed 13,895 · Balance 153,109 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.
OFFICE PROPERTIES INCOME TRUST
Report date September 18, 2023 · Filed September 20, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 24,288 |
Reported balance
After 2023-09-18 transaction · row 1
1 source rowRow 1 · 2023-09-18 · Tax withholding · Disposed 2,053 · Balance 24,288 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.
RMR GROUP INC.
Report date September 17, 2026 · Filed September 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 19,579 |
Reported balance
After 2026-09-17 transaction · row 1
1 source rowRow 1 · 2026-09-17 · Tax withholding · Disposed 1,679 · Balance 19,579 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.
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 | 32,364 |
Reported balance
After 2026-09-17 transaction · row 1
1 source rowRow 1 · 2026-09-17 · Tax withholding · Disposed 2,624 · Balance 32,364 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.
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 21, 2026 20:22 UTC | RMR GROUP INC. NASDAQ:RMR · Entity 5848 | Tax withholdingClass A Common Stock | 1,679 | $18.87 | $31,682.73 |
DisclosureSEC source: 0001104659-26-109314 · tm2625712-3_4seq1.xml · nonDerivative · entry 1 Brown Matthew C. · CIK 0001777742 · Exec. VP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,579 F1 · price: 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 17, 2026 Filed Sep 21, 2026 20:23 UTC | DIVERSIFIED HEALTHCARE TRUST NASDAQ:DHC · Entity 4565 | Tax withholdingCommon Shares of Beneficial Interest | 13,895 | $8.13 | $112,966.35 |
DisclosureSEC source: 0001104659-26-109315 · tm2625745-2_4seq1.xml · nonDerivative · entry 1 Brown Matthew C. · CIK 0001777742 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,109 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 17, 2026 Filed Sep 18, 2026 19:56 UTC | Seven Hills Realty Trust SEVN · Entity 6435 | Tax withholdingCommon Shares of Beneficial Interest | 2,624 | $7.40 | $19,417.60 |
DisclosureSEC source: 0001104659-26-108916 · tm2625735-1_4seq1.xml · nonDerivative · entry 1 Brown Matthew C. · CIK 0001777742 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,364 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 21:55 UTC | DIVERSIFIED HEALTHCARE TRUST NASDAQ:DHC · Entity 4565 | GrantCommon Shares of Beneficial Interest | 53,050 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-26-107580 · tm2625337-2_4seq1.xml · nonDerivative · entry 1 Brown Matthew C. · CIK 0001777742 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 167,004 F1 · price: Transaction reported is award of shares pursuant to the Issuer's equity compensation plan. Read SEC document |
| September 10, 2026 Filed Sep 14, 2026 21:07 UTC | RMR GROUP INC. NASDAQ:RMR · Entity 5848 | GrantClass A Common Stock | 7,869 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-26-107548 · tm2625274-6_4seq1.xml · nonDerivative · entry 1 Brown Matthew C. · CIK 0001777742 · Exec. VP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,258 F1 · price: Transaction reported is a grant of shares pursuant to the issuer's equity compensation plan. Read SEC document |
| September 10, 2026 Filed Sep 14, 2026 20:34 UTC | Seven Hills Realty Trust SEVN · Entity 6435 | GrantCommon Shares of Beneficial Interest | 13,623 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-26-107516 · tm2625390-1_4seq1.xml · nonDerivative · entry 1 Brown Matthew C. · CIK 0001777742 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,988 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| December 04, 2025 Filed Dec 9, 2025 02:06 UTC | Seven Hills Realty Trust SEVN · Entity 6435 | OtherSubscription Right (Right to Buy) · Derivative | 14,242 | $0.00 Strike: $8.65 | $0.00 |
DisclosureSEC source: 0001104659-25-119423 · tm2532998-7_4seq1.xml · derivative · entry 2 Brown Matthew C. · CIK 0001777742 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 7,121 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 02:06 UTC | Seven Hills Realty Trust SEVN · Entity 6435 | OtherCommon Shares of Beneficial Interest | 7,121 | $8.65 | $61,596.65 |
DisclosureSEC source: 0001104659-25-119423 · tm2532998-7_4seq1.xml · nonDerivative · entry 1 Brown Matthew C. · CIK 0001777742 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,365 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 20:16 UTC | Seven Hills Realty Trust SEVN · Entity 6435 | Tax withholdingCommon Shares of Beneficial Interest | 141 | $10.41 | $1,467.81 |
DisclosureSEC source: 0001104659-25-096666 · tm2527931-3_4seq1.xml · nonDerivative · entry 1 Brown Matthew C. · CIK 0001777742 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,244 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 20:18 UTC | DIVERSIFIED HEALTHCARE TRUST DHC · Entity 4565 | Tax withholdingCommon Shares of Beneficial Interest | 9,711 | $4.37 | $42,437.07 |
DisclosureSEC source: 0001104659-25-091259 · tm2526358-3_4seq1.xml · nonDerivative · entry 1 Brown Matthew C. · CIK 0001777742 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,954 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 20:15 UTC | Seven Hills Realty Trust SEVN · Entity 6435 | Tax withholdingCommon Shares of Beneficial Interest | 970 | $10.95 | $10,621.50 |
DisclosureSEC source: 0001104659-25-091248 · tm2526430-1_4seq1.xml · nonDerivative · entry 1 Brown Matthew C. · CIK 0001777742 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,385 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 20:30 UTC | DIVERSIFIED HEALTHCARE TRUST NASDAQ:DHC · Entity 4565 | GrantCommon Shares of Beneficial Interest | 37,383 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001410578-25-002073 · tm2525722-1_4seq1.xml · nonDerivative · entry 1 Brown Matthew C. · CIK 0001777742 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,665 F1 · price: Transaction reported is award of shares pursuant to the Issuer's equity compensation plan. Read SEC document |
| September 09, 2025 Filed Sep 11, 2025 20:16 UTC | Seven Hills Realty Trust SEVN · Entity 6435 | GrantCommon Shares of Beneficial Interest | 7,266 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001410578-25-002051 · tm2525797-4_4seq1.xml · nonDerivative · entry 1 Brown Matthew C. · CIK 0001777742 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,355 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| November 13, 2024 Filed Nov 14, 2024 21:15 UTC | DIVERSIFIED HEALTHCARE TRUST NASDAQ:DHC · Entity 4565 | PurchaseCommon Shares of Beneficial Interest | 2,000 | $2.55 | $5,098.00 |
DisclosureSEC source: 0001104659-24-118939 · tm2428494-1_4seq1.xml · nonDerivative · entry 1 Brown Matthew C. · CIK 0001777742 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,282 Read SEC document |
| September 17, 2024 Filed Sep 19, 2024 20:26 UTC | DIVERSIFIED HEALTHCARE TRUST NASDAQ:DHC · Entity 4565 | Tax withholdingCommon Shares of Beneficial Interest | 6,187 | $3.68 | $22,768.16 |
DisclosureSEC source: 0001104659-24-101361 · tm2424373-2_4seq1.xml · nonDerivative · entry 1 Brown Matthew C. · CIK 0001777742 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,282 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 11, 2024 Filed Sep 13, 2024 20:24 UTC | DIVERSIFIED HEALTHCARE TRUST NASDAQ:DHC · Entity 4565 | GrantCommon Shares of Beneficial Interest | 40,298 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-24-099813 · tm2423929-2_4seq1.xml · nonDerivative · entry 1 Brown Matthew C. · CIK 0001777742 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,469 F1 · price: Transaction reported is award of shares pursuant to the Issuer's equity compensation plan. Read SEC document |
| September 18, 2023 Filed Sep 20, 2023 21:03 UTC | OFFICE PROPERTIES INCOME TRUST NASDAQ:OPI · Entity 5690 | Tax withholdingCommon Shares of Beneficial Interest | 2,053 | $5.79 | $11,886.87 |
DisclosureSEC source: 0001104659-23-102340 · tm2326499-3_4seq1.xml · nonDerivative · entry 1 Brown Matthew C. · CIK 0001777742 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,288 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 13, 2023 Filed Sep 15, 2023 20:22 UTC | OFFICE PROPERTIES INCOME TRUST NASDAQ:OPI · Entity 5690 | GrantCommon Shares of Beneficial Interest | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-101209 · tm2326067-3_4seq1.xml · nonDerivative · entry 1 Brown Matthew C. · CIK 0001777742 · CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,341 F1 · price: Transaction reported is grant of shares pursuant to the Issuer's equity compensation plan. Read SEC document |
| September 19, 2022 Filed Sep 21, 2022 22:18 UTC | OFFICE PROPERTIES INCOME TRUST NASDAQ:OPI · Entity 5690 | Tax withholdingCommon Shares of Beneficial Interest | 1,313 | $17.53 | $23,016.89 |
DisclosureSEC source: 0001104659-22-102021 · tm2226398-3_4seq1.xml · nonDerivative · entry 1 Brown Matthew C. · CIK 0001777742 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,341 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 21:57 UTC | OFFICE PROPERTIES INCOME TRUST NASDAQ:OPI · Entity 5690 | GrantCommon Shares of Beneficial Interest | 6,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-100914 · tm2225665-1_4seq1.xml · nonDerivative · entry 1 Brown Matthew C. · CIK 0001777742 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,654 F1 · price: Transaction reported is grant of shares pursuant to the Issuer's equity compensation plan. Read SEC document |
| September 20, 2021 Filed Sep 23, 2021 00:52 UTC | OFFICE PROPERTIES INCOME TRUST NASDAQ:OPI · Entity 5690 | Tax withholdingCommon Shares of Beneficial Interest | 1,202 | $25.24 | $30,338.48 |
DisclosureSEC source: 0001104659-21-118454 · tm2128259-3_4seq1.xml · nonDerivative · entry 1 Brown Matthew C. · CIK 0001777742 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,654 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 15, 2021 Filed Sep 17, 2021 21:24 UTC | OFFICE PROPERTIES INCOME TRUST NASDAQ:OPI · Entity 5690 | GrantCommon Shares of Beneficial Interest | 5,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-117008 · tm2127908-3_4seq1.xml · nonDerivative · entry 1 Brown Matthew C. · CIK 0001777742 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,856 F1 · price: Transaction reported is grant of shares pursuant to the Issuer's equity compensation plan. Read SEC document |
| September 21, 2020 Filed Sep 23, 2020 21:52 UTC | OFFICE PROPERTIES INCOME TRUST NASDAQ:OPI · Entity 5690 | Tax withholdingCommon Shares of Beneficial Interest | 618 | $21.61 | $13,354.98 |
DisclosureSEC source: 0001104659-20-107905 · a4.xml · nonDerivative · entry 1 Brown Matthew C. · CIK 0001777742 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,856 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 17, 2020 Filed Sep 21, 2020 22:00 UTC | OFFICE PROPERTIES INCOME TRUST NASDAQ:OPI · Entity 5690 | GrantCommon Shares of Beneficial Interest | 5,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-20-107082 · a4.xml · nonDerivative · entry 1 Brown Matthew C. · CIK 0001777742 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,474 F1 · price: Transaction reported is grant of shares pursuant to the Issuer's equity compensation plan. Read SEC document |
| September 25, 2019 Filed Sep 27, 2019 20:18 UTC | OFFICE PROPERTIES INCOME TRUST NASDAQ:OPI · Entity 5690 | Tax withholdingCommon Shares of Beneficial Interest | 242 | $30.41 | $7,359.22 |
DisclosureSEC source: 0001104659-19-051811 · a4.xml · nonDerivative · entry 1 Brown Matthew C. · CIK 0001777742 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,474 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 18, 2019 Filed Sep 20, 2019 20:28 UTC | OFFICE PROPERTIES INCOME TRUST NASDAQ:OPI · Entity 5690 | GrantCommon Shares of Beneficial Interest | 3,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-19-050898 · a4.xml · nonDerivative · entry 1 Brown Matthew C. · CIK 0001777742 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,716 F1 · price: Transaction reported is grant of shares pursuant to the Issuer's equity compensation plan. 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.