Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OFFICE PROPERTIES INCOME TRUSTNASDAQ:OPI · Entity 5690 | CFO and Treasurer | January 01, 2019 | January 02, 2019 |
| RMR GROUP INC.NASDAQ:RMR · Entity 5848 | Exec. VP of The RMR Group LLC | September 17, 2026 | September 21, 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.
OFFICE PROPERTIES INCOME TRUST
Report date January 01, 2019 · Filed January 02, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 506 |
Reported balance
Holding disclosure · report date 2019-01-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 506 |
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 | 24,073 |
Reported balance
After 2026-09-17 transaction · row 1
1 source rowRow 1 · 2026-09-17 · Tax withholding · Disposed 2,654 · Balance 24,073 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 (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AlerisLife Inc.
Report date March 18, 2023 · Filed March 20, 2023
Section 16 reporting ended · disclosed 2023-03-20. 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 2023-03-18 transaction · row 1
1 source rowRow 1 · 2023-03-18 · Other · Disposed 433,363 · Balance 0 F1: This Form 4 reports securities disposed of pursuant to the terms of the Agreement and Plan of Merger, dated as of February 2, 2023, by and among the Issuer, ABP Acquisition LLC ("Parent"), and ABP Acquisition 2 LLC, a direct wholly owned subsidiary of Parent ("Purchaser"), pursuant to which Purchaser completed a tender offer for shares of common stock of the Issuer (each, a "Share") and thereafter merged with and into the Issuer effective as of March 20, 2023 (the "Effective Time"). At the Effective Time, each issued and outstanding Share was cancelled and converted into the right to receive $1.31 in cash without interest and subject to applicable withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: This Form 4 reports securities disposed of pursuant to the terms of the Agreement and Plan of Merger, dated as of February 2, 2023, by and among the Issuer, ABP Acquisition LLC ("Parent"), and ABP Acquisition 2 LLC, a direct wholly owned subsidiary of Parent ("Purchaser"), pursuant to which Purchaser completed a tender offer for shares of common stock of the Issuer (each, a "Share") and thereafter merged with and into the Issuer effective as of March 20, 2023 (the "Effective Time"). At the Effective Time, each issued and outstanding Share was cancelled and converted into the right to receive $1.31 in cash without interest and subject to applicable withholding taxes.
SELECT INCOME REIT
Report date December 31, 2018 · Filed January 02, 2019
Section 16 reporting ended · disclosed 2019-01-02. 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 2018-12-31 transaction · row 1
1 source rowRow 1 · 2018-12-31 · Disposition to issuer · Disposed 1,013 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of September 14, 2018, by and among Government Properties Income Trust ("GOV"), GOV MS REIT, a wholly owned subsidiary of GOV, and the issuer in exchange for 1,053 GOV common shares of beneficial interest having a market value of $6.87 per share on the effective date of the merger of the issuer with and into GOV MS REIT, based on the closing price of GOV'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 the Agreement and Plan of Merger, dated as of September 14, 2018, by and among Government Properties Income Trust ("GOV"), GOV MS REIT, a wholly owned subsidiary of GOV, and the issuer in exchange for 1,053 GOV common shares of beneficial interest having a market value of $6.87 per share on the effective date of the merger of the issuer with and into GOV MS REIT, based on the closing price of GOV'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 21, 2026 20:25 UTC | RMR GROUP INC. NASDAQ:RMR · Entity 5848 | Tax withholdingClass A Common Stock | 2,654 | $18.87 | $50,080.98 |
DisclosureSEC source: 0001104659-26-109320 · tm2625712-6_4seq1.xml · nonDerivative · entry 1 Leer Jeffrey C. · CIK 0001760499 · Exec. VP of The RMR Group LLC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,073 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 10, 2026 Filed Sep 14, 2026 21:08 UTC | RMR GROUP INC. NASDAQ:RMR · Entity 5848 | GrantClass A Common Stock | 7,869 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-26-107549 · tm2625274-7_4seq1.xml · nonDerivative · entry 1 Leer Jeffrey C. · CIK 0001760499 · Exec. VP of The RMR Group LLC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,727 F1 · price: Transaction reported is a grant of shares pursuant to the issuer's equity compensation plan. F2 · balance_after: Reflects the transfer of 445 shares of Class A Common Stock in a transfer exempt from reporting pursuant to Rule 16a-12. Read SEC document |
| September 16, 2025 Filed Sep 18, 2025 16:26 UTC | RMR GROUP INC. NASDAQ:RMR · Entity 5848 | Tax withholdingClass A Common Stock | 1,111 | $17.28 | $19,198.08 |
DisclosureSEC source: 0001104659-25-091274 · tm2526357-1_4seq1.xml · nonDerivative · entry 1 Leer Jeffrey C. · CIK 0001760499 · Exec. VP of The RMR Group LLC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,303 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 09, 2025 Filed Sep 11, 2025 21:20 UTC | RMR GROUP INC. NASDAQ:RMR · Entity 5848 | GrantClass A Common Stock | 8,896 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001410578-25-002206 · tm2525837-1_4seq1.xml · nonDerivative · entry 1 Leer Jeffrey C. · CIK 0001760499 · Exec. VP of The RMR Group LLC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,414 F1 · price: Transaction reported is a grant of shares pursuant to the issuer's equity compensation plan. Read SEC document |
| March 18, 2023 Filed Mar 20, 2023 09:14 UTC | AlerisLife Inc. ALR · Entity 115386 | OtherCommon Stock | 433,363 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-23-005157 · form4-03202023_010320.xml · nonDerivative · entry 1 Leer Jeffrey C. · CIK 0001760499 · PRESIDENT AND CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: This Form 4 reports securities disposed of pursuant to the terms of the Agreement and Plan of Merger, dated as of February 2, 2023, by and among the Issuer, ABP Acquisition LLC ("Parent"), and ABP Acquisition 2 LLC, a direct wholly owned subsidiary of Parent ("Purchaser"), pursuant to which Purchaser completed a tender offer for shares of common stock of the Issuer (each, a "Share") and thereafter merged with and into the Issuer effective as of March 20, 2023 (the "Effective Time"). At the Effective Time, each issued and outstanding Share was cancelled and converted into the right to receive $1.31 in cash without interest and subject to applicable withholding taxes. F1 · price: This Form 4 reports securities disposed of pursuant to the terms of the Agreement and Plan of Merger, dated as of February 2, 2023, by and among the Issuer, ABP Acquisition LLC ("Parent"), and ABP Acquisition 2 LLC, a direct wholly owned subsidiary of Parent ("Purchaser"), pursuant to which Purchaser completed a tender offer for shares of common stock of the Issuer (each, a "Share") and thereafter merged with and into the Issuer effective as of March 20, 2023 (the "Effective Time"). At the Effective Time, each issued and outstanding Share was cancelled and converted into the right to receive $1.31 in cash without interest and subject to applicable withholding taxes. Read SEC document |
| December 16, 2022 Filed Dec 20, 2022 16:48 UTC | AlerisLife Inc. NASDAQ:ALR · Entity 115386 | Tax withholdingCommon Stock | 28,115 | $0.73 | $20,523.95 |
DisclosureSEC source: 0001104659-22-128682 · tm2233136-1_4seq1.xml · nonDerivative · entry 1 Leer Jeffrey C. · CIK 0001760499 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 433,363 F1 · price: Represents payment of tax liability by withholding securities incident to the vesting of securities issued in accordance with Rule 16b-3. Read SEC document |
| December 13, 2022 Filed Dec 13, 2022 17:56 UTC | AlerisLife Inc. NASDAQ:ALR · Entity 115386 | GrantCommon Stock | 300,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-126706 · tm2232594-1_4seq1.xml · nonDerivative · entry 1 Leer Jeffrey C. · CIK 0001760499 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 461,478 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 16:02 UTC | AlerisLife Inc. NASDAQ:FVE · Entity 115386 | Tax withholdingCommon Stock | 10,448 | $3.01 | $31,448.48 |
DisclosureSEC source: 0001104659-21-151664 · tm2135795-1_4seq1.xml · nonDerivative · entry 1 Leer Jeffrey C. · CIK 0001760499 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,478 F1 · price: Represents payment of tax liability by withholding securities incident to the vesting of securities issued in accordance with Rule 16b-3. Read SEC document |
| December 10, 2021 Filed Dec 13, 2021 16:07 UTC | AlerisLife Inc. NASDAQ:FVE · Entity 115386 | GrantCommon Stock | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-149087 · tm2135021-2_4seq1.xml · nonDerivative · entry 1 Leer Jeffrey C. · CIK 0001760499 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,926 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| December 17, 2020 Filed Dec 21, 2020 08:36 UTC | AlerisLife Inc. NASDAQ:FVE · Entity 115386 | Tax withholdingCommon Stock | 1,273 | $8.15 | $10,374.95 |
DisclosureSEC source: 0001104659-20-137720 · tm2038937d1_4seq1.xml · nonDerivative · entry 1 Leer Jeffrey C. · CIK 0001760499 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,926 F1 · price: Represents payment of tax liability by withholding securities incident to the vesting of securities issued in accordance with Rule 16b-3. Read SEC document |
| December 14, 2020 Filed Dec 16, 2020 16:17 UTC | AlerisLife Inc. NASDAQ:FVE · Entity 115386 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-136297 · tm2038461-2_4seq1.xml · nonDerivative · entry 1 Leer Jeffrey C. · CIK 0001760499 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,199 F1 · price: Transaction reported is grant of shares pursuant to issuer's equity compensation plan. Read SEC document |
| January 01, 2020 Filed Jan 2, 2020 17:33 UTC | AlerisLife Inc. NASDAQ:FVE · Entity 115386 | OtherCommon Stock | 563 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-000449 · a4.xml · nonDerivative · entry 1 Leer Jeffrey C. · CIK 0001760499 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,199 F1 · kind: In connection with a Transaction Agreement, dated as of April 1, 2019, between Diversified Healthcare Trust (formerly known as Senior Housing Properties Trust) ("DHC") and Five Star Senior Living Inc. (the "Issuer"), effective January 1, 2020, DHC completed a pro rata distribution to holders of record of DHC's common shares of beneficial interest as of December 13, 2019 of the right to receive an aggregate of approximately 16,119,563 shares of common stock of the Issuer ("Common Shares"), with cash being paid in lieu of fractional shares. The reporting person received the Common Shares reported in his capacity as a shareholder of DHC. F1 · price: In connection with a Transaction Agreement, dated as of April 1, 2019, between Diversified Healthcare Trust (formerly known as Senior Housing Properties Trust) ("DHC") and Five Star Senior Living Inc. (the "Issuer"), effective January 1, 2020, DHC completed a pro rata distribution to holders of record of DHC's common shares of beneficial interest as of December 13, 2019 of the right to receive an aggregate of approximately 16,119,563 shares of common stock of the Issuer ("Common Shares"), with cash being paid in lieu of fractional shares. The reporting person received the Common Shares reported in his capacity as a shareholder of DHC. Read SEC document |
| December 11, 2019 Filed Dec 12, 2019 16:05 UTC | AlerisLife Inc. NASDAQ:FVE · Entity 115386 | GrantCommon Stock | 7,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-19-072195 · a4.xml · nonDerivative · entry 1 Leer Jeffrey C. · CIK 0001760499 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,636 F1 · price: Transaction reported is grant of shares pursuant to the issuer's equity compensation plan. F2 · balance_after: On September 30, 2019, the issuer effected a reverse stock split (the "Reverse Split") pursuant to which every ten shares of common stock of the issuer were converted and reclassified into one share of common stock, subject to the receipt of cash in lieu of fractional shares. The amount in the table reflects the aggregate shares owned after giving effect to the Reverse Split. Read SEC document |
| December 31, 2018 Filed Jan 2, 2019 18:14 UTC | SELECT INCOME REIT NASDAQ:SIR · Entity 161445 | Disposition to issuerCommon Shares of Beneficial Interest | 1,013 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-000212 · a4.xml · nonDerivative · entry 1 Leer Jeffrey C. · CIK 0001760499 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Merger, dated as of September 14, 2018, by and among Government Properties Income Trust ("GOV"), GOV MS REIT, a wholly owned subsidiary of GOV, and the issuer in exchange for 1,053 GOV common shares of beneficial interest having a market value of $6.87 per share on the effective date of the merger of the issuer with and into GOV MS REIT, based on the closing price of GOV's common shares of beneficial interest on such effective date, plus cash in lieu of fractional shares. 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.