Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| American Assets Trust, Inc.AAT · Entity 647 | Executive Vice President & CFO | December 02, 2025 | December 04, 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.
American Assets Trust, Inc.
Report date December 02, 2025 · Filed December 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01SEC Table I · non-derivative | Direct | 194,899 |
Ending reported balance
After 2025-12-03 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-12-02 · Tax withholding · Disposed 33,267 · Balance 100,979 Row 2 · 2025-12-02 · Disposition to issuer · Disposed 5,761 · Balance 95,218 Row 3 · 2025-12-03 · Grant · Acquired 99,681 · Balance 194,899 F1: Shares of restricted common stock issued pursuant to the American Assets Trust, Inc. and American Assets Trust, L.P. Amended and Restated 2011 Equity Incentive Award Plan. |
| Common Stock, par value $0.01SEC Table I · non-derivative | IndirectSee Footnote | 203,618 |
Reported balance
Holding disclosure · report date 2025-12-02 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 203,618 F2: Represents shares held by the Robert and Katherine Barton Living Trust 2007 dated 4/21/2007, for which the Reporting Person is a trustee and beneficiary. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of restricted common stock issued pursuant to the American Assets Trust, Inc. and American Assets Trust, L.P. Amended and Restated 2011 Equity Incentive Award Plan.
F2: Represents shares held by the Robert and Katherine Barton Living Trust 2007 dated 4/21/2007, for which the Reporting Person is a trustee and beneficiary. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein.
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 03, 2025 Filed Dec 4, 2025 21:45 UTC | American Assets Trust, Inc. AAT · Entity 647 | GrantCommon Stock, par value $0.01 | 99,681 | $0.00 | $0.00 |
DisclosureSEC source: 0001508170-25-000003 · wk-form4_1764884754.xml · nonDerivative · entry 3 Barton Robert F. · CIK 0001508170 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 194,899 F1 · kind: Shares of restricted common stock issued pursuant to the American Assets Trust, Inc. and American Assets Trust, L.P. Amended and Restated 2011 Equity Incentive Award Plan. Read SEC document |
| December 02, 2025 Filed Dec 4, 2025 21:45 UTC | American Assets Trust, Inc. AAT · Entity 647 | Disposition to issuerCommon Stock, par value $0.01 | 5,761 | $0.00 | $0.00 |
DisclosureSEC source: 0001508170-25-000003 · wk-form4_1764884754.xml · nonDerivative · entry 2 Barton Robert F. · CIK 0001508170 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,218 Read SEC document |
| December 02, 2025 Filed Dec 4, 2025 21:45 UTC | American Assets Trust, Inc. AAT · Entity 647 | Tax withholdingCommon Stock, par value $0.01 | 33,267 | $19.50 | $648,706.50 |
DisclosureSEC source: 0001508170-25-000003 · wk-form4_1764884754.xml · nonDerivative · entry 1 Barton Robert F. · CIK 0001508170 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,979 Read SEC document |
| December 04, 2024 Filed Dec 5, 2024 14:00 UTC | American Assets Trust, Inc. AAT · Entity 647 | GrantCommon Stock, par value $0.01 | 60,241 | $0.00 | $0.00 |
DisclosureSEC source: 0001500217-24-000064 · wk-form4_1733407208.xml · nonDerivative · entry 3 Barton Robert F. · CIK 0001508170 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 184,246 F1 · kind: Shares of restricted common stock issued pursuant to the American Assets Trust, Inc. and American Assets Trust, L.P. Amended and Restated 2011 Equity Incentive Award Plan. Read SEC document |
| December 03, 2024 Filed Dec 5, 2024 14:00 UTC | American Assets Trust, Inc. AAT · Entity 647 | Disposition to issuerCommon Stock, par value $0.01 | 1,234 | $0.00 | $0.00 |
DisclosureSEC source: 0001500217-24-000064 · wk-form4_1733407208.xml · nonDerivative · entry 2 Barton Robert F. · CIK 0001508170 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,005 Read SEC document |
| December 03, 2024 Filed Dec 5, 2024 14:00 UTC | American Assets Trust, Inc. AAT · Entity 647 | Tax withholdingCommon Stock, par value $0.01 | 8,174 | $28.44 | $232,468.56 |
DisclosureSEC source: 0001500217-24-000064 · wk-form4_1733407208.xml · nonDerivative · entry 1 Barton Robert F. · CIK 0001508170 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,239 Read SEC document |
| December 07, 2023 Filed Dec 8, 2023 00:18 UTC | American Assets Trust, Inc. AAT · Entity 647 | GrantCommon Stock, par value $0.01 | 83,238 | $0.00 | $0.00 |
DisclosureSEC source: 0001500217-23-000083 · wk-form4_1701994708.xml · nonDerivative · entry 2 Barton Robert F. · CIK 0001508170 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169,519 F1 · kind: Shares of restricted common stock issued pursuant to the American Assets Trust, Inc. and American Assets Trust, L.P. Amended and Restated 2011 Equity Incentive Award Plan. Read SEC document |
| December 06, 2023 Filed Dec 8, 2023 00:18 UTC | American Assets Trust, Inc. AAT · Entity 647 | Disposition to issuerCommon Stock, par value $0.01 | 15,224 | $0.00 | $0.00 |
DisclosureSEC source: 0001500217-23-000083 · wk-form4_1701994708.xml · nonDerivative · entry 1 Barton Robert F. · CIK 0001508170 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,281 Read SEC document |
| December 07, 2022 Filed Dec 7, 2022 21:50 UTC | American Assets Trust, Inc. AAT · Entity 647 | GrantCommon Stock, par value $0.01 | 55,538 | $0.00 | $0.00 |
DisclosureSEC source: 0001500217-22-000139 · wf-form4_167044978598843.xml · nonDerivative · entry 1 Barton Robert F. · CIK 0001508170 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,748 F1 · kind: Shares of restricted common stock issued pursuant to the American Assets Trust, Inc. and American Assets Trust, L.P. Amended and Restated 2011 Equity Incentive Award Plan. Read SEC document |
| December 09, 2021 Filed Dec 10, 2021 21:18 UTC | American Assets Trust, Inc. AAT · Entity 647 | GrantCommon Stock, par value $0.01 | 39,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001500217-21-000174 · wf-form4_163917106380190.xml · nonDerivative · entry 2 Barton Robert F. · CIK 0001508170 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,861 F1 · kind: Shares of restricted common stock issued pursuant to the American Assets Trust, Inc. and American Assets Trust, L.P. Amended and Restated 2011 Equity Incentive Award Plan. Read SEC document |
| December 09, 2021 Filed Dec 10, 2021 21:18 UTC | American Assets Trust, Inc. AAT · Entity 647 | Tax withholdingCommon Stock, par value $0.01 | 11,003 | $34.40 | $378,503.20 |
DisclosureSEC source: 0001500217-21-000174 · wf-form4_163917106380190.xml · nonDerivative · entry 1 Barton Robert F. · CIK 0001508170 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,416 Read SEC document |
| December 04, 2020 Filed Dec 7, 2020 22:13 UTC | American Assets Trust, Inc. AAT · Entity 647 | GrantCommon Stock, par value $0.01 | 59,010 | $0.00 | $0.00 |
DisclosureSEC source: 0001500217-20-000092 · wf-form4_160737920656444.xml · nonDerivative · entry 2 Barton Robert F. · CIK 0001508170 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,515 F1 · kind: Shares of restricted common stock issued pursuant to the American Assets Trust, Inc. and American Assets Trust, L.P. Amended and Restated 2011 Equity Incentive Award Plan. Read SEC document |
| December 04, 2020 Filed Dec 7, 2020 22:13 UTC | American Assets Trust, Inc. AAT · Entity 647 | Tax withholdingCommon Stock, par value $0.01 | 9,882 | $28.69 | $283,514.58 |
DisclosureSEC source: 0001500217-20-000092 · wf-form4_160737920656444.xml · nonDerivative · entry 1 Barton Robert F. · CIK 0001508170 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,505 Read SEC document |
| December 19, 2019 Filed Dec 20, 2019 21:15 UTC | American Assets Trust, Inc. AAT · Entity 647 | SaleCommon Stock, par value $0.01 | 25,000 | $44.81 | $1,120,250.00 |
DisclosureSEC source: 0001500217-19-000099 · wf-form4_157687650540363.xml · nonDerivative · entry 1 Barton Robert F. · CIK 0001508170 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 87,640 F1 · ownership.nature: Represents shares held by the Robert and Katherine Barton Living Trust 2007 dated 4/21/2007, for which the Reporting Person is a trustee and beneficiary. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein. Read SEC document |
| December 09, 2019 Filed Dec 9, 2019 23:02 UTC | American Assets Trust, Inc. AAT · Entity 647 | GrantCommon Stock, par value $0.01 | 31,841 | $0.00 | $0.00 |
DisclosureSEC source: 0001500217-19-000091 · wf-form4_157593254184373.xml · nonDerivative · entry 2 Barton Robert F. · CIK 0001508170 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,930 F1 · kind: Shares of restricted common stock issued pursuant to the American Assets Trust, Inc. and American Assets Trust, L.P. 2011 Equity Incentive Award Plan. Read SEC document |
| December 05, 2019 Filed Dec 9, 2019 23:02 UTC | American Assets Trust, Inc. AAT · Entity 647 | Tax withholdingCommon Stock, par value $0.01 | 9,900 | $47.53 | $470,547.00 |
DisclosureSEC source: 0001500217-19-000091 · wf-form4_157593254184373.xml · nonDerivative · entry 1 Barton Robert F. · CIK 0001508170 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,089 Read SEC document |
| June 14, 2019 Filed Jun 14, 2019 20:19 UTC | American Assets Trust, Inc. AAT · Entity 647 | OtherCommon Stock, par value $0.01 | 1,117 | $43.30 | $48,361.19 |
DisclosureSEC source: 0001500217-19-000046 · wf-form4_156054354624855.xml · nonDerivative · entry 1 Barton Robert F. · CIK 0001508170 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 105,115 F1 · kind: Shares acquired in connection with a public offering of common stock of American Assets Trust, Inc. F2 · ownership.nature: Represents shares held by the Robert and Katherine Barton Living Trust 2007 dated 4/21/2007, for which the Reporting Person is a trustee and beneficiary. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein. Read SEC document |
| December 06, 2018 Filed Dec 6, 2018 21:22 UTC | American Assets Trust, Inc. AAT · Entity 647 | GrantCommon Stock, par value $0.01 | 39,329 | $0.00 | $0.00 |
DisclosureSEC source: 0001500217-18-000125 · wf-form4_154413132992924.xml · nonDerivative · entry 1 Barton Robert F. · CIK 0001508170 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,872 F1 · kind: Shares of restricted common stock issued pursuant to the American Assets Trust, Inc. and American Assets Trust, L.P. 2011 Equity Incentive Award Plan. Read SEC document |
| December 06, 2018 Filed Dec 10, 2018 21:15 UTC | American Assets Trust, Inc. AAT · Entity 647 | Tax withholdingCommon Stock, par value $0.01 | 3,882 | $41.62 | $161,568.84 |
DisclosureSEC source: 0001500217-18-000134 · wf-form4_154447652086749.xml · nonDerivative · entry 1 Barton Robert F. · CIK 0001508170 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,661 Read SEC document |
| December 15, 2017 Filed Dec 15, 2017 21:25 UTC | American Assets Trust, Inc. AAT · Entity 647 | GrantCommon Stock, par value $0.01 | 22,031 | $0.00 | $0.00 |
DisclosureSEC source: 0001500217-17-000153 · wf-form4_151337312607505.xml · nonDerivative · entry 1 Barton Robert F. · CIK 0001508170 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,943 F1 · kind: Shares of restricted common stock issued pursuant to the American Assets Trust, Inc. and American Assets Trust, L.P. 2011 Equity Incentive Award Plan. Read SEC document |
| December 08, 2017 Filed Dec 11, 2017 23:28 UTC | American Assets Trust, Inc. AAT · Entity 647 | Tax withholdingCommon Stock, par value $0.01 | 6,538 | $38.46 | $251,451.48 |
DisclosureSEC source: 0001500217-17-000143 · wf-form4_151303489167811.xml · nonDerivative · entry 1 Barton Robert F. · CIK 0001508170 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,912 Read SEC document |
| December 06, 2016 Filed Dec 8, 2016 21:52 UTC | American Assets Trust, Inc. AAT · Entity 647 | Tax withholdingCommon Stock, par value $0.01 | 6,638 | $40.06 | $265,918.28 |
DisclosureSEC source: 0001500217-16-000222 · wf-form4_148123395736813.xml · nonDerivative · entry 1 Barton Robert F. · CIK 0001508170 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,974 Read SEC document |
| December 01, 2016 Filed Dec 2, 2016 12:32 UTC | American Assets Trust, Inc. AAT · Entity 647 | GrantCommon Stock, par value $0.01 | 21,671 | $0.00 | $0.00 |
DisclosureSEC source: 0001500217-16-000212 · wf-form4_148068193116467.xml · nonDerivative · entry 1 Barton Robert F. · CIK 0001508170 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,341 F1 · kind: Shares of restricted common stock issued pursuant to the American Assets Trust, Inc. and American Assets Trust, L.P. 2011 Equity Incentive Award 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.