Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Elme CommunitiesELME · Entity 6525 | SVP IT & CIO | November 12, 2025 | November 14, 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.
Elme Communities
Report date November 12, 2025 · Filed November 14, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 66,660 |
Ending reported balance
After 2025-11-12 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2025-11-12 · Tax withholding · Disposed 1,232 · Balance 72,497 F1: For net share settlement of taxes on vested shares that vested in connection with the closing under that certain Purchase Agreement, dated as of August 1, 2025, by and among Elme Communities, WashREIT OP LLC, Echo Sub LLC, CEVF VI Capitol Holdings, LLC and CEVF VI Co-Invest I Venture, LLC. Row 2 · 2025-11-12 · Tax withholding · Disposed 1,019 · Balance 71,478 F1: For net share settlement of taxes on vested shares that vested in connection with the closing under that certain Purchase Agreement, dated as of August 1, 2025, by and among Elme Communities, WashREIT OP LLC, Echo Sub LLC, CEVF VI Capitol Holdings, LLC and CEVF VI Co-Invest I Venture, LLC. Row 3 · 2025-11-12 · Tax withholding · Disposed 1,195 · Balance 70,283 F1: For net share settlement of taxes on vested shares that vested in connection with the closing under that certain Purchase Agreement, dated as of August 1, 2025, by and among Elme Communities, WashREIT OP LLC, Echo Sub LLC, CEVF VI Capitol Holdings, LLC and CEVF VI Co-Invest I Venture, LLC. Row 4 · 2025-11-12 · Tax withholding · Disposed 1,195 · Balance 69,088 F1: For net share settlement of taxes on vested shares that vested in connection with the closing under that certain Purchase Agreement, dated as of August 1, 2025, by and among Elme Communities, WashREIT OP LLC, Echo Sub LLC, CEVF VI Capitol Holdings, LLC and CEVF VI Co-Invest I Venture, LLC. Row 5 · 2025-11-12 · Tax withholding · Disposed 1,195 · Balance 67,893 F1: For net share settlement of taxes on vested shares that vested in connection with the closing under that certain Purchase Agreement, dated as of August 1, 2025, by and among Elme Communities, WashREIT OP LLC, Echo Sub LLC, CEVF VI Capitol Holdings, LLC and CEVF VI Co-Invest I Venture, LLC. Row 6 · 2025-11-12 · Tax withholding · Disposed 1,233 · Balance 66,660 F1: For net share settlement of taxes on vested shares that vested in connection with the closing under that certain Purchase Agreement, dated as of August 1, 2025, by and among Elme Communities, WashREIT OP LLC, Echo Sub LLC, CEVF VI Capitol Holdings, LLC and CEVF VI Co-Invest I Venture, LLC. |
Filing footnotes · ownership attribution and instrument terms
F1: For net share settlement of taxes on vested shares that vested in connection with the closing under that certain Purchase Agreement, dated as of August 1, 2025, by and among Elme Communities, WashREIT OP LLC, Echo Sub LLC, CEVF VI Capitol Holdings, LLC and CEVF VI Co-Invest I Venture, LLC.
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 12, 2025 Filed Nov 14, 2025 21:10 UTC | Elme Communities ELME · Entity 6525 | Tax withholdingCommon Stock | 1,233 | $16.61 | $20,480.13 |
DisclosureSEC source: 0000104894-25-000128 · edgardoc.xml · nonDerivative · entry 6 Gerock Susan Lilly · CIK 0001910857 · SVP IT & CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,660 F1 · shares: For net share settlement of taxes on vested shares that vested in connection with the closing under that certain Purchase Agreement, dated as of August 1, 2025, by and among Elme Communities, WashREIT OP LLC, Echo Sub LLC, CEVF VI Capitol Holdings, LLC and CEVF VI Co-Invest I Venture, LLC. Read SEC document |
| November 12, 2025 Filed Nov 14, 2025 21:10 UTC | Elme Communities ELME · Entity 6525 | Tax withholdingCommon Stock | 1,195 | $16.61 | $19,848.95 |
DisclosureSEC source: 0000104894-25-000128 · edgardoc.xml · nonDerivative · entry 5 Gerock Susan Lilly · CIK 0001910857 · SVP IT & CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,893 F1 · shares: For net share settlement of taxes on vested shares that vested in connection with the closing under that certain Purchase Agreement, dated as of August 1, 2025, by and among Elme Communities, WashREIT OP LLC, Echo Sub LLC, CEVF VI Capitol Holdings, LLC and CEVF VI Co-Invest I Venture, LLC. Read SEC document |
| November 12, 2025 Filed Nov 14, 2025 21:10 UTC | Elme Communities ELME · Entity 6525 | Tax withholdingCommon Stock | 1,195 | $16.61 | $19,848.95 |
DisclosureSEC source: 0000104894-25-000128 · edgardoc.xml · nonDerivative · entry 4 Gerock Susan Lilly · CIK 0001910857 · SVP IT & CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,088 F1 · shares: For net share settlement of taxes on vested shares that vested in connection with the closing under that certain Purchase Agreement, dated as of August 1, 2025, by and among Elme Communities, WashREIT OP LLC, Echo Sub LLC, CEVF VI Capitol Holdings, LLC and CEVF VI Co-Invest I Venture, LLC. Read SEC document |
| November 12, 2025 Filed Nov 14, 2025 21:10 UTC | Elme Communities ELME · Entity 6525 | Tax withholdingCommon Stock | 1,195 | $16.61 | $19,848.95 |
DisclosureSEC source: 0000104894-25-000128 · edgardoc.xml · nonDerivative · entry 3 Gerock Susan Lilly · CIK 0001910857 · SVP IT & CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,283 F1 · shares: For net share settlement of taxes on vested shares that vested in connection with the closing under that certain Purchase Agreement, dated as of August 1, 2025, by and among Elme Communities, WashREIT OP LLC, Echo Sub LLC, CEVF VI Capitol Holdings, LLC and CEVF VI Co-Invest I Venture, LLC. Read SEC document |
| November 12, 2025 Filed Nov 14, 2025 21:10 UTC | Elme Communities ELME · Entity 6525 | Tax withholdingCommon Stock | 1,019 | $16.61 | $16,925.59 |
DisclosureSEC source: 0000104894-25-000128 · edgardoc.xml · nonDerivative · entry 2 Gerock Susan Lilly · CIK 0001910857 · SVP IT & CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,478 F1 · shares: For net share settlement of taxes on vested shares that vested in connection with the closing under that certain Purchase Agreement, dated as of August 1, 2025, by and among Elme Communities, WashREIT OP LLC, Echo Sub LLC, CEVF VI Capitol Holdings, LLC and CEVF VI Co-Invest I Venture, LLC. Read SEC document |
| November 12, 2025 Filed Nov 14, 2025 21:10 UTC | Elme Communities ELME · Entity 6525 | Tax withholdingCommon Stock | 1,232 | $16.61 | $20,463.52 |
DisclosureSEC source: 0000104894-25-000128 · edgardoc.xml · nonDerivative · entry 1 Gerock Susan Lilly · CIK 0001910857 · SVP IT & CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,497 F1 · shares: For net share settlement of taxes on vested shares that vested in connection with the closing under that certain Purchase Agreement, dated as of August 1, 2025, by and among Elme Communities, WashREIT OP LLC, Echo Sub LLC, CEVF VI Capitol Holdings, LLC and CEVF VI Co-Invest I Venture, LLC. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 12:27 UTC | Elme Communities ELME · Entity 6525 | Tax withholdingCommon Stock | 2,429 | $15.23 | $36,993.67 |
DisclosureSEC source: 0000104894-25-000016 · edgardoc.xml · nonDerivative · entry 3 Gerock Susan Lilly · CIK 0001910857 · SVP IT & CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,729 F3 · shares: For net share settlement of taxes on vested shares. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 12:27 UTC | Elme Communities ELME · Entity 6525 | GrantCommon Stock | 6,861 | $0.00 | $0.00 |
DisclosureSEC source: 0000104894-25-000016 · edgardoc.xml · nonDerivative · entry 2 Gerock Susan Lilly · CIK 0001910857 · SVP IT & CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,158 F2 · shares: Represents shares received pursuant to the Company's Amended and Restated Long Term Incentive Plan, effective January 1, 2020, which were earned based on the achievement of certain performance measures during the three-year performance period ended December 31, 2024. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 12:27 UTC | Elme Communities ELME · Entity 6525 | GrantCommon Stock | 11,906 | $0.00 | $0.00 |
DisclosureSEC source: 0000104894-25-000016 · edgardoc.xml · nonDerivative · entry 1 Gerock Susan Lilly · CIK 0001910857 · SVP IT & CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,297 F1 · shares: These shares are granted pursuant to the Elme Communities 2016 Omnibus Incentive Plan (as amended and restated effective as of May 30, 2024). These shares vest ratably over 3 years, beginning on 12/15/2025, subject to the reporting person's continued employment through each vesting date. Read SEC document |
| December 15, 2024 Filed Dec 17, 2024 21:37 UTC | Elme Communities ELME · Entity 6525 | Tax withholdingCommon Stock | 1,019 | $16.34 | $16,650.46 |
DisclosureSEC source: 0000104894-24-000101 · edgardoc.xml · nonDerivative · entry 4 Gerock Susan Lilly · CIK 0001910857 · SVP IT & CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,391 F1 · shares: For net share settlement of taxes on vested shares. Read SEC document |
| December 15, 2024 Filed Dec 17, 2024 21:37 UTC | Elme Communities ELME · Entity 6525 | Tax withholdingCommon Stock | 1,000 | $16.34 | $16,340.00 |
DisclosureSEC source: 0000104894-24-000101 · edgardoc.xml · nonDerivative · entry 3 Gerock Susan Lilly · CIK 0001910857 · SVP IT & CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,410 F1 · shares: For net share settlement of taxes on vested shares. Read SEC document |
| December 15, 2024 Filed Dec 17, 2024 21:37 UTC | Elme Communities ELME · Entity 6525 | Tax withholdingCommon Stock | 690 | $16.34 | $11,274.60 |
DisclosureSEC source: 0000104894-24-000101 · edgardoc.xml · nonDerivative · entry 2 Gerock Susan Lilly · CIK 0001910857 · SVP IT & CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,410 F1 · shares: For net share settlement of taxes on vested shares. Read SEC document |
| December 15, 2024 Filed Dec 17, 2024 21:37 UTC | Elme Communities ELME · Entity 6525 | Tax withholdingCommon Stock | 1,233 | $16.34 | $20,147.22 |
DisclosureSEC source: 0000104894-24-000101 · edgardoc.xml · nonDerivative · entry 1 Gerock Susan Lilly · CIK 0001910857 · SVP IT & CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,100 F1 · shares: For net share settlement of taxes on vested shares. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 12:20 UTC | Elme Communities ELME · Entity 6525 | GrantCommon Stock | 12,281 | $0.00 | $0.00 |
DisclosureSEC source: 0000104894-24-000015 · edgardoc.xml · nonDerivative · entry 1 Gerock Susan Lilly · CIK 0001910857 · SVP IT & CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,333 F1 · shares: These are restricted shares granted for 2024 pursuant to the Company's 2016 Omnibus Incentive Plan. These shares vest ratably over 3 years on 12/15/2024, 12/15/2025 and 12/15/2026, subject to the reporting person's continued employment through each vesting date. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 21:35 UTC | Elme Communities ELME · Entity 6525 | Tax withholdingCommon Stock | 1,000 | $14.49 | $14,490.00 |
DisclosureSEC source: 0000104894-23-000133 · edgardoc.xml · nonDerivative · entry 4 Gerock Susan Lilly · CIK 0001910857 · SVP IT & CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,052 F1 · shares: For net share settlement of taxes on vested shares. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 21:35 UTC | Elme Communities ELME · Entity 6525 | Tax withholdingCommon Stock | 585 | $14.49 | $8,476.65 |
DisclosureSEC source: 0000104894-23-000133 · edgardoc.xml · nonDerivative · entry 3 Gerock Susan Lilly · CIK 0001910857 · SVP IT & CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,052 F1 · shares: For net share settlement of taxes on vested shares. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 21:35 UTC | Elme Communities ELME · Entity 6525 | Tax withholdingCommon Stock | 690 | $14.49 | $9,998.10 |
DisclosureSEC source: 0000104894-23-000133 · edgardoc.xml · nonDerivative · entry 2 Gerock Susan Lilly · CIK 0001910857 · SVP IT & CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,637 F1 · shares: For net share settlement of taxes on vested shares. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 21:35 UTC | Elme Communities ELME · Entity 6525 | Tax withholdingCommon Stock | 1,019 | $14.49 | $14,765.31 |
DisclosureSEC source: 0000104894-23-000133 · edgardoc.xml · nonDerivative · entry 1 Gerock Susan Lilly · CIK 0001910857 · SVP IT & CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,327 F1 · shares: For net share settlement of taxes on vested shares. Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 12:47 UTC | Elme Communities ELME · Entity 6525 | GrantCommon Stock | 10,149 | $0.00 | $0.00 |
DisclosureSEC source: 0000104894-23-000012 · edgardoc.xml · nonDerivative · entry 1 Gerock Susan Lilly · CIK 0001910857 · SVP IT & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,346 F1 · shares: These are Restricted Share Awards granted for 2023 pursuant to the Washington Real Estate Investment Trust 2016 Omnibus Incentive Plan. These shares vest ratably over 3 years on 12/15/23, 12/15/24 and 12/15/25, subject to the reporting person's continued employment through each vesting date. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 21:07 UTC | Elme Communities ELME · Entity 6525 | Tax withholdingCommon Stock | 767 | $18.73 | $14,365.91 |
DisclosureSEC source: 0000104894-22-000137 · edgardoc.xml · nonDerivative · entry 4 Gerock Susan Lilly · CIK 0001910857 · SVP IT & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,197 F1 · shares: For net share settlement of taxes on vested shares. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 21:07 UTC | Elme Communities ELME · Entity 6525 | Tax withholdingCommon Stock | 585 | $18.73 | $10,957.05 |
DisclosureSEC source: 0000104894-22-000137 · edgardoc.xml · nonDerivative · entry 3 Gerock Susan Lilly · CIK 0001910857 · SVP IT & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,964 F1 · shares: For net share settlement of taxes on vested shares. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 21:07 UTC | Elme Communities ELME · Entity 6525 | Tax withholdingCommon Stock | 1,000 | $18.73 | $18,730.00 |
DisclosureSEC source: 0000104894-22-000137 · edgardoc.xml · nonDerivative · entry 2 Gerock Susan Lilly · CIK 0001910857 · SVP IT & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,549 F1 · shares: For net share settlement of taxes on vested shares. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 21:07 UTC | Elme Communities ELME · Entity 6525 | Tax withholdingCommon Stock | 690 | $18.73 | $12,923.70 |
DisclosureSEC source: 0000104894-22-000137 · edgardoc.xml · nonDerivative · entry 1 Gerock Susan Lilly · CIK 0001910857 · SVP IT & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,549 F1 · shares: For net share settlement of taxes on vested shares. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 00:25 UTC | Elme Communities WRE · Entity 6525 | GrantCommon Stock | 9,957 | $0.00 | $0.00 |
DisclosureSEC source: 0000104894-22-000027 · edgardoc.xml · nonDerivative · entry 2 Gerock Susan Lilly · CIK 0001910857 · SVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,239 F2 · shares: These are Restricted Share Units granted for 2021 pursuant to the Washington Real Estate Investment Trust 2016 Omnibus Incentive Plan. These shares vest ratably over 3 years on 12/15/22, 12/15/23 and 12/15/24. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 00:25 UTC | Elme Communities WRE · Entity 6525 | GrantCommon Stock | 6,876 | $0.00 | $0.00 |
DisclosureSEC source: 0000104894-22-000027 · edgardoc.xml · nonDerivative · entry 1 Gerock Susan Lilly · CIK 0001910857 · SVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,282 F1 · shares: These are Restricted Share Awards granted for 2022 pursuant to the Washington Real Estate Investment Trust 2016 Omnibus Incentive Plan. These shares vest ratably over 3 years on 12/15/22, 12/15/23 and 12/15/24, subject to the reporting person's continued employment through each vesting date. 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.