Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FEDERAL REALTY INVESTMENT TRUSTFRT · Entity 3517 | Director | January 02, 2019 | January 04, 2019 |
| Performance Food Group CoPFGC · Entity 797 | Director | November 19, 2025 | November 20, 2025 |
| Sizzle Acquisition Corp.SZZLU · Entity 93770 | Director | November 03, 2021 | November 03, 2021 |
| Sizzle Acquisition Corp. IISZZL · Entity 5852 | Director | April 01, 2025 | April 01, 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.
FEDERAL REALTY INVESTMENT TRUST
Report date January 02, 2019 · Filed January 04, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common shares of beneficial interestSEC Table I · non-derivative | Direct | 10,157 |
Reported balance
After 2019-01-02 transaction · row 1
1 source rowRow 1 · 2019-01-02 · Grant · Acquired 966 · Balance 10,157 |
Performance Food Group Co
Report date November 19, 2025 · Filed November 20, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,651 |
Reported balance
After 2025-11-19 transaction · row 1
1 source rowRow 1 · 2025-11-19 · Grant · Acquired 2,078 · Balance 16,651 F1: Represents the grant of restricted stock units that vest in full on the earlier of (i) November 19, 2026 and (ii) the next regularly scheduled annual meeting of stockholders of Performance Food Group Company. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of restricted stock units that vest in full on the earlier of (i) November 19, 2026 and (ii) the next regularly scheduled annual meeting of stockholders of Performance Food Group Company.
Sizzle Acquisition Corp.
Report date November 03, 2021 · Filed November 03, 2021
This filing explicitly reported no securities owned.
Sizzle Acquisition Corp. II
Report date April 01, 2025 · Filed April 01, 2025
This filing explicitly reported no securities owned.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
DUKE REALTY CORP
Report date October 03, 2022 · Filed October 05, 2022
Section 16 reporting ended · disclosed 2022-10-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-10-03 transaction · row 1
1 source rowRow 1 · 2022-10-03 · Disposition to issuer · Disposed 17,086 · Balance 0 F1: Disposed of pursuant to merger agreement between issuer and Prologis, Inc. in exchange for 8,115 shares of Prologis, Inc. common stock having a market value of $101.60 per share on the effective date of the merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to merger agreement between issuer and Prologis, Inc. in exchange for 8,115 shares of Prologis, Inc. common stock having a market value of $101.60 per share on the effective date of the merger.
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 |
|---|---|---|---|---|---|---|
| November 19, 2025 Filed Nov 20, 2025 17:00 UTC | Performance Food Group Co PFGC · Entity 797 | GrantCommon Stock | 2,078 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-289982 · ownership.xml · nonDerivative · entry 1 Thompson Warren M · CIK 0001297893 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,651 F1 · shares: Represents the grant of restricted stock units that vest in full on the earlier of (i) November 19, 2026 and (ii) the next regularly scheduled annual meeting of stockholders of Performance Food Group Company. Read SEC document |
| November 19, 2024 Filed Nov 20, 2024 17:00 UTC | Performance Food Group Co PFGC · Entity 797 | GrantCommon Stock | 2,173 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-129396 · ownership.xml · nonDerivative · entry 1 Thompson Warren M · CIK 0001297893 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,573 F1 · shares: Represents the grant of restricted stock units that vest in full on the earlier of (i) November 19, 2025 and (ii) the next regularly scheduled annual meeting of stockholders of Performance Food Group Company. Read SEC document |
| November 30, 2023 Filed Dec 4, 2023 17:00 UTC | Performance Food Group Co PFGC · Entity 797 | GrantCommon Stock | 2,768 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-057257 · doc4.xml · nonDerivative · entry 1 Thompson Warren M · CIK 0001297893 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,400 F1 · shares: Represents the grant of restricted stock units that vest in full on the earlier of (i) November 30, 2024 and (ii) the next regularly scheduled annual meeting of stockholders of Performance Food Group Company. Read SEC document |
| November 16, 2022 Filed Nov 18, 2022 17:02 UTC | Performance Food Group Co PFGC · Entity 797 | GrantCommon Stock | 2,727 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-057909 · doc4.xml · nonDerivative · entry 1 Thompson Warren M · CIK 0001297893 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,632 F1 · shares: Represents the grant of restricted stock units that vest in full on the earlier of (i) November 16, 2023 and (ii) the next regularly scheduled annual meeting of stockholders of Performance Food Group Company. Read SEC document |
| October 03, 2022 Filed Oct 5, 2022 12:29 UTC | DUKE REALTY CORP DRE · Entity 123280 | Disposition to issuerCommon Stock | 17,086 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-22-020480 · form4.xml · nonDerivative · entry 1 Thompson Warren M · CIK 0001297893 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to merger agreement between issuer and Prologis, Inc. in exchange for 8,115 shares of Prologis, Inc. common stock having a market value of $101.60 per share on the effective date of the merger. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 11:12 UTC | DUKE REALTY CORP DRE · Entity 123280 | GrantCommon Stock | 519 | $48.20 | $25,015.80 |
DisclosureSEC source: 0001062993-22-020242 · form4.xml · nonDerivative · entry 1 Thompson Warren M · CIK 0001297893 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,086 F1 · balance_after: Between July 6, 2022 and October 4, 2022, the Reporting Person acquired 15 shares of DRE common stock through dividend reinvestment. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 10:55 UTC | DUKE REALTY CORP DRE · Entity 123280 | GrantCommon Stock | 455 | $54.95 | $25,002.25 |
DisclosureSEC source: 0001062993-22-016018 · form4.xml · nonDerivative · entry 1 Thompson Warren M · CIK 0001297893 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,552 F1 · balance_after: Between April 5, 2022 and July 6, 2022, the Reporting Person acquired 14 shares of DRE common stock through dividend reinvestment. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 10:43 UTC | DUKE REALTY CORP DRE · Entity 123280 | GrantCommon Stock | 431 | $58.06 | $25,023.86 |
DisclosureSEC source: 0001062993-22-009641 · form4.xml · nonDerivative · entry 1 Thompson Warren M · CIK 0001297893 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,083 F1 · balance_after: Between February 14, 2022 and April 5, 2022, the Reporting Person acquired 14 shares of DRE common stock through dividend reinvestment. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 12:51 UTC | DUKE REALTY CORP DRE · Entity 123280 | GrantCommon Stock | 2,592 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-004137 · form4.xml · nonDerivative · entry 1 Thompson Warren M · CIK 0001297893 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,638 F1 · price: Represents an award of restricted stock units pursuant to Rule 16b-3(d) of Section 16b of the Securities Exchange Act of 1934. F2 · balance_after: Between February 12, 2021 and February 14, 2022, the Reporting Person acquired 69 shares of DRE common stock through dividend reinvestment. Read SEC document |
| November 18, 2021 Filed Nov 22, 2021 19:00 UTC | Performance Food Group Co PFGC · Entity 797 | GrantCommon Stock | 3,618 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-066204 · doc4.xml · nonDerivative · entry 1 Thompson Warren M · CIK 0001297893 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,905 F1 · shares: Represents the grant of restricted stock units that vest in full on the earlier of (i) November 18, 2022 and (ii) the next regularly scheduled annual meeting of stockholders of Performance Food Group Company. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 10:29 UTC | DUKE REALTY CORP DRE · Entity 123280 | GrantCommon Stock | 3,209 | $0.00 | $0.00 |
DisclosureSEC source: 0001820037-21-000019 · edgar.xml · nonDerivative · entry 1 Thompson Warren M · CIK 0001297893 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,977 F1 · price: Represents an award of restricted stock units pursuant to Rule 16b-3(d) of Section 16b of the Securities Exchange Act of 1934. F2 · balance_after: Between February 12, 2020 and February 12, 2021, the Reporting Person acquired 144 shares of DRE common stock through dividend reinvestment. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 14:47 UTC | Performance Food Group Co PFGC · Entity 797 | GrantCommon Stock | 3,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-061442 · doc4.xml · nonDerivative · entry 1 Thompson Warren M · CIK 0001297893 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,287 F1 · shares: Represents the grant of restricted stock units that vest in full on the earlier of (i) November 19, 2021 and (ii) the next regularly scheduled annual meeting of stockholders of Performance Food Group Company. Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 13:58 UTC | DUKE REALTY CORP DRE · Entity 123280 | GrantCommon Stock | 3,621 | $0.00 | $0.00 |
DisclosureSEC source: 0001404930-20-000023 · edgar.xml · nonDerivative · entry 1 Thompson Warren M · CIK 0001297893 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,624 F1 · price: Represents an award of restricted stock units pursuant to Rule 16b-3(d) of Section 16b of the Securities Exchange Act of 1934. F2 · balance_after: Between February 12, 2019 and February 12, 2020, the Reporting Person acquired 163 shares of DRE common stock through dividend reinvestment. Read SEC document |
| February 10, 2019 Filed Feb 12, 2019 12:25 UTC | DUKE REALTY CORP DRE · Entity 123280 | GrantCommon Stock | 4,169 | $0.00 | $0.00 |
DisclosureSEC source: 0001404930-19-000028 · edgar.xml · nonDerivative · entry 1 Thompson Warren M · CIK 0001297893 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,840 F1 · price: Represents an award of restricted stock units pursuant to Rule 16b-3(d) of Section 16b of the Securities Exchange Act of 1934. Read SEC document |
| January 30, 2019 Filed Jan 31, 2019 15:26 UTC | DUKE REALTY CORP DRE · Entity 123280 | GrantCommon Stock | 1,671 | $0.00 | $0.00 |
DisclosureSEC source: 0001404930-19-000014 · edgar.xml · nonDerivative · entry 1 Thompson Warren M · CIK 0001297893 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,671 F1 · price: Represents an award of restricted stock units pursuant to Rule 16b-3(d) of Section 16b of the Securities Exchange Act of 1934. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 14:58 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GrantCommon shares of beneficial interest | 966 | $0.00 | $0.00 |
DisclosureSEC source: 0001297893-19-000001 · edgar.xml · nonDerivative · entry 1 Thompson Warren M · CIK 0001297893 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,157 Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 22:09 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GrantCommon shares of beneficial interest | 858 | $0.00 | $0.00 |
DisclosureSEC source: 0001297893-18-000001 · edgar.xml · nonDerivative · entry 1 Thompson Warren M · CIK 0001297893 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,191 Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 15:46 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GrantCommon shares of beneficial interest | 739 | $0.00 | $0.00 |
DisclosureSEC source: 0001297893-17-000001 · edgar.xml · nonDerivative · entry 1 Thompson Warren M · CIK 0001297893 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,333 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.