Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ASHFORD HOSPITALITY TRUST INCAHT · Entity 7629 | Exec. VP, GC and Secretary | February 28, 2025 | March 04, 2025 |
| Ashford Inc.AINC · Entity 86648 | Exec. VP, GC and Secretary | October 18, 2024 | October 22, 2024 |
| Braemar Hotels & Resorts Inc.BHR · Entity 6531 | Exec. VP, GC and Secretary | February 26, 2025 | February 28, 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.
ASHFORD HOSPITALITY TRUST INC
Report date February 28, 2025 · Filed March 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,767 |
Ending reported balance
After 2025-02-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-02-28 · Exercise / conversion · Acquired 2,337 · Balance 2,337 F1: Each performance stock unit ("Performance Stock Unit") award represents a right to receive between 0% and 250% of the target number of Performance Stock Units reflected in the table. Row 2 · 2025-02-28 · Tax withholding · Disposed 570 · Balance 1,767 F2: Represents shares of common stock forfeited to the Issuer to satisfy certain tax-withholding obligations of the Reporting Person arising as a result of the award of dividend equivalent rights and the vesting of Performance Stock Units, restricted stock and common stock held by the Reporting Person. F3: Represents the closing price of the common stock on February 27, 2025, the last trading day before the date of forfeiture. |
| Performance Stock Units (2022)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2024-12-31 | Direct | 2,337 |
Reported balance
After 2025-02-28 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-02-28 · Disposition to issuer · Disposed 1,099 · Balance 2,337 F1: Each performance stock unit ("Performance Stock Unit") award represents a right to receive between 0% and 250% of the target number of Performance Stock Units reflected in the table. F5: Represents 1,099 Performance Stock Units that were forfeited due to certain performance criteria of the 2022 Performance Stock Unit award not being met. F6: Represents the target number of common stock shares that may be issued pursuant to the award of Performance Stock Units. The actual number of shares of common stock to be issued upon vesting can range from 0% to 250% of the target number of Performance Stock Units reported, based on achievement of specified relative and total stockholder returns of the Issuer. Assuming continued service through the vesting date and achievement of the specified relative and total stockholder returns, the Performance Stock Units, as adjusted, will generally vest on December 31, 2024. |
| Performance Stock Units (2022)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2024-12-31 | Direct | 0 |
Reported balance
After 2025-02-28 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-02-28 · Exercise / conversion · Disposed 2,337 · Balance 0 F1: Each performance stock unit ("Performance Stock Unit") award represents a right to receive between 0% and 250% of the target number of Performance Stock Units reflected in the table. F6: Represents the target number of common stock shares that may be issued pursuant to the award of Performance Stock Units. The actual number of shares of common stock to be issued upon vesting can range from 0% to 250% of the target number of Performance Stock Units reported, based on achievement of specified relative and total stockholder returns of the Issuer. Assuming continued service through the vesting date and achievement of the specified relative and total stockholder returns, the Performance Stock Units, as adjusted, will generally vest on December 31, 2024. |
| Performance Stock Units (2023)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2025-12-31 | Direct | 3,330 |
Reported balance
Holding disclosure · report date 2025-02-28 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 3,330 F1: Each performance stock unit ("Performance Stock Unit") award represents a right to receive between 0% and 250% of the target number of Performance Stock Units reflected in the table. F4: Represents the target number of common stock shares that may be issued pursuant to the award of Performance Stock Units. The actual number of shares of common stock to be issued upon vesting can range from 0% to 250% of the target number of Performance Stock Units reported, based on achievement of specified relative and total stockholder returns of the Issuer. Assuming continued service through the vesting date and achievement of the specified relative and total stockholder returns, the Performance Stock Units, as adjusted, will generally vest on December 31, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Each performance stock unit ("Performance Stock Unit") award represents a right to receive between 0% and 250% of the target number of Performance Stock Units reflected in the table.
F2: Represents shares of common stock forfeited to the Issuer to satisfy certain tax-withholding obligations of the Reporting Person arising as a result of the award of dividend equivalent rights and the vesting of Performance Stock Units, restricted stock and common stock held by the Reporting Person.
F3: Represents the closing price of the common stock on February 27, 2025, the last trading day before the date of forfeiture.
F4: Represents the target number of common stock shares that may be issued pursuant to the award of Performance Stock Units. The actual number of shares of common stock to be issued upon vesting can range from 0% to 250% of the target number of Performance Stock Units reported, based on achievement of specified relative and total stockholder returns of the Issuer. Assuming continued service through the vesting date and achievement of the specified relative and total stockholder returns, the Performance Stock Units, as adjusted, will generally vest on December 31, 2025.
F5: Represents 1,099 Performance Stock Units that were forfeited due to certain performance criteria of the 2022 Performance Stock Unit award not being met.
F6: Represents the target number of common stock shares that may be issued pursuant to the award of Performance Stock Units. The actual number of shares of common stock to be issued upon vesting can range from 0% to 250% of the target number of Performance Stock Units reported, based on achievement of specified relative and total stockholder returns of the Issuer. Assuming continued service through the vesting date and achievement of the specified relative and total stockholder returns, the Performance Stock Units, as adjusted, will generally vest on December 31, 2024.
Ashford Inc.
Report date October 18, 2024 · Filed October 22, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Special Limited Partnership UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 40,000 |
Reported balance
After 2024-10-18 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-10-18 · Grant · Acquired 40,000 · Balance 40,000 F1: The Reporting Person received the LTIP Units pursuant to a grant from the Issuer under the Issuer's 2014 Incentive Plan, as amended (the "Plan") and such LTIP Units are fully vested. F2: Vested LTIP Units, upon achieving parity with the common limited partnership units of Ashford Hospitality Holdings LLC (the "Common Units"), are convertible into Common Units at the option of the Reporting Person. See Footnote 3 discussing the convertibility of Common Units. F3: Neither the LTIP Units nor Common Units have an expiration date. Common Units are redeemable for cash or, at the option of the Issuer, convertible into shares of the Issuer's common stock on a 1-for-1 basis. |
| Common StockSEC Table I · non-derivative | Direct | 32,648 |
Reported balance
Holding disclosure · report date 2024-10-18 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 32,648 |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person received the LTIP Units pursuant to a grant from the Issuer under the Issuer's 2014 Incentive Plan, as amended (the "Plan") and such LTIP Units are fully vested.
F2: Vested LTIP Units, upon achieving parity with the common limited partnership units of Ashford Hospitality Holdings LLC (the "Common Units"), are convertible into Common Units at the option of the Reporting Person. See Footnote 3 discussing the convertibility of Common Units.
F3: Neither the LTIP Units nor Common Units have an expiration date. Common Units are redeemable for cash or, at the option of the Issuer, convertible into shares of the Issuer's common stock on a 1-for-1 basis.
Braemar Hotels & Resorts Inc.
Report date February 26, 2025 · Filed February 28, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 61,373 |
Ending reported balance
After 2025-02-26 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-02-26 · Exercise / conversion · Acquired 70,839 · Balance 70,839 F1: Each performance stock unit ("Performance Stock Unit") award represents the right, upon achievement of certain specified performance-based vesting criteria, to receive up to two (2) shares of the Issuer's common stock. Row 2 · 2025-02-26 · Grant · Acquired 10,289 · Balance 81,128 F2: Represents dividend equivalent rights that accrued on a Performance Stock Unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the Issuer's common stock and is settled in common stock. Row 3 · 2025-02-26 · Tax withholding · Disposed 19,755 · Balance 61,373 F3: Represents shares of common stock forfeited to the Issuer to satisfy certain tax-withholding obligations of the Reporting Person arising as a result of the award of dividend equivalent rights and the vesting of Performance Stock Units, restricted stock and common stock held by the Reporting Person. F4: Represents the closing price of the common stock on February 25, 2025, the last trading day before the date of forfeiture. |
| Performance Stock Units (2022)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2024-12-31 | Direct | 70,839 |
Reported balance
After 2025-02-26 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-02-26 · Grant · Acquired 30,127 · Balance 70,839 F1: Each performance stock unit ("Performance Stock Unit") award represents the right, upon achievement of certain specified performance-based vesting criteria, to receive up to two (2) shares of the Issuer's common stock. F5: Represents the target number of common stock shares that may be issued pursuant to the award of Performance Stock Units. The actual number of shares of common stock to be issued upon vesting can range from 0% to 200% of the target number of Performance Stock Units reported, based on achievement of specified relative and total stockholder returns of the Issuer. Assuming continued service through the vesting date and achievement of the specified relative and total stockholder returns, the Performance Stock Units, as adjusted, will generally vest on December 31, 2025 (with respect to the 2023 grant). |
| Performance Stock Units (2022)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2024-12-31 | Direct | 0 |
Reported balance
After 2025-02-26 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-02-26 · Exercise / conversion · Disposed 70,839 · Balance 0 F1: Each performance stock unit ("Performance Stock Unit") award represents the right, upon achievement of certain specified performance-based vesting criteria, to receive up to two (2) shares of the Issuer's common stock. F2: Represents dividend equivalent rights that accrued on a Performance Stock Unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the Issuer's common stock and is settled in common stock. F5: Represents the target number of common stock shares that may be issued pursuant to the award of Performance Stock Units. The actual number of shares of common stock to be issued upon vesting can range from 0% to 200% of the target number of Performance Stock Units reported, based on achievement of specified relative and total stockholder returns of the Issuer. Assuming continued service through the vesting date and achievement of the specified relative and total stockholder returns, the Performance Stock Units, as adjusted, will generally vest on December 31, 2025 (with respect to the 2023 grant). |
| Performance Stock Units (2023)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2025-12-31 | Direct | 67,233 |
Reported balance
Holding disclosure · report date 2025-02-26 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 67,233 F1: Each performance stock unit ("Performance Stock Unit") award represents the right, upon achievement of certain specified performance-based vesting criteria, to receive up to two (2) shares of the Issuer's common stock. F5: Represents the target number of common stock shares that may be issued pursuant to the award of Performance Stock Units. The actual number of shares of common stock to be issued upon vesting can range from 0% to 200% of the target number of Performance Stock Units reported, based on achievement of specified relative and total stockholder returns of the Issuer. Assuming continued service through the vesting date and achievement of the specified relative and total stockholder returns, the Performance Stock Units, as adjusted, will generally vest on December 31, 2025 (with respect to the 2023 grant). |
Filing footnotes · ownership attribution and instrument terms
F1: Each performance stock unit ("Performance Stock Unit") award represents the right, upon achievement of certain specified performance-based vesting criteria, to receive up to two (2) shares of the Issuer's common stock.
F2: Represents dividend equivalent rights that accrued on a Performance Stock Unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the Issuer's common stock and is settled in common stock.
F3: Represents shares of common stock forfeited to the Issuer to satisfy certain tax-withholding obligations of the Reporting Person arising as a result of the award of dividend equivalent rights and the vesting of Performance Stock Units, restricted stock and common stock held by the Reporting Person.
F4: Represents the closing price of the common stock on February 25, 2025, the last trading day before the date of forfeiture.
F5: Represents the target number of common stock shares that may be issued pursuant to the award of Performance Stock Units. The actual number of shares of common stock to be issued upon vesting can range from 0% to 200% of the target number of Performance Stock Units reported, based on achievement of specified relative and total stockholder returns of the Issuer. Assuming continued service through the vesting date and achievement of the specified relative and total stockholder returns, the Performance Stock Units, as adjusted, will generally vest on December 31, 2025 (with respect to the 2023 grant).
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Stirling Hotels & Resorts, Inc.
Report date September 02, 2025 · Filed September 03, 2025
Section 16 reporting ended · disclosed 2025-09-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class I Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-09-02 transaction · row 1
1 source rowRow 1 · 2025-09-02 · Other · Disposed 196.9358 · Balance 0 F2: Includes shares acquired pursuant to the Issuer's DRIP program. F1: The reported securities were redeemed by the Reporting Person at a price per share equal to the net asset value for Class I Common Stock as of July 31, 2025, in connection with the wind-down of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported securities were redeemed by the Reporting Person at a price per share equal to the net asset value for Class I Common Stock as of July 31, 2025, in connection with the wind-down of the Issuer.
F2: Includes shares acquired pursuant to the Issuer's DRIP program.
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 02, 2025 Filed Sep 3, 2025 16:16 UTC | Stirling Hotels & Resorts, Inc. NONE · Entity 75835 | OtherClass I Common Stock | 196.9358 | $33.80 | $6,656.43 |
DisclosureSEC source: 0001104659-25-087037 · tm2525041-2_4seq1.xml · nonDerivative · entry 1 Rose Alex · CIK 0001870678 · Exec. VP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · shares: Includes shares acquired pursuant to the Issuer's DRIP program. F1 · acquired: The reported securities were redeemed by the Reporting Person at a price per share equal to the net asset value for Class I Common Stock as of July 31, 2025, in connection with the wind-down of the Issuer. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:37 UTC | ASHFORD HOSPITALITY TRUST INC AHT · Entity 7629 | Exercise / conversionPerformance Stock Units (2022) · Derivative | 2,337 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001104659-25-020364 · tm258170-4_4seq1.xml · derivative · entry 5 Rose Alex · CIK 0001870678 · Exec. VP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 0 shares Expires 2024-12-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Each performance stock unit ("Performance Stock Unit") award represents a right to receive between 0% and 250% of the target number of Performance Stock Units reflected in the table. F1 · derivative.exercise_price: Each performance stock unit ("Performance Stock Unit") award represents a right to receive between 0% and 250% of the target number of Performance Stock Units reflected in the table. F1 · price: Each performance stock unit ("Performance Stock Unit") award represents a right to receive between 0% and 250% of the target number of Performance Stock Units reflected in the table. F6 · derivative.underlying_shares: Represents the target number of common stock shares that may be issued pursuant to the award of Performance Stock Units. The actual number of shares of common stock to be issued upon vesting can range from 0% to 250% of the target number of Performance Stock Units reported, based on achievement of specified relative and total stockholder returns of the Issuer. Assuming continued service through the vesting date and achievement of the specified relative and total stockholder returns, the Performance Stock Units, as adjusted, will generally vest on December 31, 2024. F6 · balance_after: Represents the target number of common stock shares that may be issued pursuant to the award of Performance Stock Units. The actual number of shares of common stock to be issued upon vesting can range from 0% to 250% of the target number of Performance Stock Units reported, based on achievement of specified relative and total stockholder returns of the Issuer. Assuming continued service through the vesting date and achievement of the specified relative and total stockholder returns, the Performance Stock Units, as adjusted, will generally vest on December 31, 2024. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:37 UTC | ASHFORD HOSPITALITY TRUST INC AHT · Entity 7629 | Disposition to issuerPerformance Stock Units (2022) · Derivative | 1,099 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001104659-25-020364 · tm258170-4_4seq1.xml · derivative · entry 4 Rose Alex · CIK 0001870678 · Exec. VP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,337 Underlying: Common Stock · 2,337 shares Expires 2024-12-31 F1 · security: Each performance stock unit ("Performance Stock Unit") award represents a right to receive between 0% and 250% of the target number of Performance Stock Units reflected in the table. F1 · derivative.exercise_price: Each performance stock unit ("Performance Stock Unit") award represents a right to receive between 0% and 250% of the target number of Performance Stock Units reflected in the table. F5 · kind: Represents 1,099 Performance Stock Units that were forfeited due to certain performance criteria of the 2022 Performance Stock Unit award not being met. F1 · price: Each performance stock unit ("Performance Stock Unit") award represents a right to receive between 0% and 250% of the target number of Performance Stock Units reflected in the table. F6 · derivative.underlying_shares: Represents the target number of common stock shares that may be issued pursuant to the award of Performance Stock Units. The actual number of shares of common stock to be issued upon vesting can range from 0% to 250% of the target number of Performance Stock Units reported, based on achievement of specified relative and total stockholder returns of the Issuer. Assuming continued service through the vesting date and achievement of the specified relative and total stockholder returns, the Performance Stock Units, as adjusted, will generally vest on December 31, 2024. F6 · balance_after: Represents the target number of common stock shares that may be issued pursuant to the award of Performance Stock Units. The actual number of shares of common stock to be issued upon vesting can range from 0% to 250% of the target number of Performance Stock Units reported, based on achievement of specified relative and total stockholder returns of the Issuer. Assuming continued service through the vesting date and achievement of the specified relative and total stockholder returns, the Performance Stock Units, as adjusted, will generally vest on December 31, 2024. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:37 UTC | ASHFORD HOSPITALITY TRUST INC AHT · Entity 7629 | Tax withholdingCommon Stock | 570 | $8.23 | $4,691.10 |
DisclosureSEC source: 0001104659-25-020364 · tm258170-4_4seq1.xml · nonDerivative · entry 2 Rose Alex · CIK 0001870678 · Exec. VP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,767 F2 · kind: Represents shares of common stock forfeited to the Issuer to satisfy certain tax-withholding obligations of the Reporting Person arising as a result of the award of dividend equivalent rights and the vesting of Performance Stock Units, restricted stock and common stock held by the Reporting Person. F3 · price: Represents the closing price of the common stock on February 27, 2025, the last trading day before the date of forfeiture. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:37 UTC | ASHFORD HOSPITALITY TRUST INC AHT · Entity 7629 | Exercise / conversionCommon Stock | 2,337 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-020364 · tm258170-4_4seq1.xml · nonDerivative · entry 1 Rose Alex · CIK 0001870678 · Exec. VP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,337 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each performance stock unit ("Performance Stock Unit") award represents a right to receive between 0% and 250% of the target number of Performance Stock Units reflected in the table. Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 21:43 UTC | Braemar Hotels & Resorts Inc. BHR · Entity 6531 | Exercise / conversionPerformance Stock Units (2022) · Derivative | 70,839 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001104659-25-019201 · tm257919-3_4seq1.xml · derivative · entry 5 Rose Alex · CIK 0001870678 · Exec. VP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 0 shares Expires 2024-12-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Each performance stock unit ("Performance Stock Unit") award represents the right, upon achievement of certain specified performance-based vesting criteria, to receive up to two (2) shares of the Issuer's common stock. F1 · derivative.exercise_price: Each performance stock unit ("Performance Stock Unit") award represents the right, upon achievement of certain specified performance-based vesting criteria, to receive up to two (2) shares of the Issuer's common stock. F2 · price: Represents dividend equivalent rights that accrued on a Performance Stock Unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the Issuer's common stock and is settled in common stock. F5 · derivative.underlying_shares: Represents the target number of common stock shares that may be issued pursuant to the award of Performance Stock Units. The actual number of shares of common stock to be issued upon vesting can range from 0% to 200% of the target number of Performance Stock Units reported, based on achievement of specified relative and total stockholder returns of the Issuer. Assuming continued service through the vesting date and achievement of the specified relative and total stockholder returns, the Performance Stock Units, as adjusted, will generally vest on December 31, 2025 (with respect to the 2023 grant). F5 · balance_after: Represents the target number of common stock shares that may be issued pursuant to the award of Performance Stock Units. The actual number of shares of common stock to be issued upon vesting can range from 0% to 200% of the target number of Performance Stock Units reported, based on achievement of specified relative and total stockholder returns of the Issuer. Assuming continued service through the vesting date and achievement of the specified relative and total stockholder returns, the Performance Stock Units, as adjusted, will generally vest on December 31, 2025 (with respect to the 2023 grant). Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 21:43 UTC | Braemar Hotels & Resorts Inc. BHR · Entity 6531 | GrantPerformance Stock Units (2022) · Derivative | 30,127 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001104659-25-019201 · tm257919-3_4seq1.xml · derivative · entry 4 Rose Alex · CIK 0001870678 · Exec. VP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,839 Underlying: Common Stock · 70,839 shares Expires 2024-12-31 F1 · security: Each performance stock unit ("Performance Stock Unit") award represents the right, upon achievement of certain specified performance-based vesting criteria, to receive up to two (2) shares of the Issuer's common stock. F1 · derivative.exercise_price: Each performance stock unit ("Performance Stock Unit") award represents the right, upon achievement of certain specified performance-based vesting criteria, to receive up to two (2) shares of the Issuer's common stock. F1 · price: Each performance stock unit ("Performance Stock Unit") award represents the right, upon achievement of certain specified performance-based vesting criteria, to receive up to two (2) shares of the Issuer's common stock. F5 · derivative.underlying_shares: Represents the target number of common stock shares that may be issued pursuant to the award of Performance Stock Units. The actual number of shares of common stock to be issued upon vesting can range from 0% to 200% of the target number of Performance Stock Units reported, based on achievement of specified relative and total stockholder returns of the Issuer. Assuming continued service through the vesting date and achievement of the specified relative and total stockholder returns, the Performance Stock Units, as adjusted, will generally vest on December 31, 2025 (with respect to the 2023 grant). F5 · balance_after: Represents the target number of common stock shares that may be issued pursuant to the award of Performance Stock Units. The actual number of shares of common stock to be issued upon vesting can range from 0% to 200% of the target number of Performance Stock Units reported, based on achievement of specified relative and total stockholder returns of the Issuer. Assuming continued service through the vesting date and achievement of the specified relative and total stockholder returns, the Performance Stock Units, as adjusted, will generally vest on December 31, 2025 (with respect to the 2023 grant). Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 21:43 UTC | Braemar Hotels & Resorts Inc. BHR · Entity 6531 | Tax withholdingCommon Stock | 19,755 | $2.69 | $53,140.95 |
DisclosureSEC source: 0001104659-25-019201 · tm257919-3_4seq1.xml · nonDerivative · entry 3 Rose Alex · CIK 0001870678 · Exec. VP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,373 F3 · kind: Represents shares of common stock forfeited to the Issuer to satisfy certain tax-withholding obligations of the Reporting Person arising as a result of the award of dividend equivalent rights and the vesting of Performance Stock Units, restricted stock and common stock held by the Reporting Person. F4 · price: Represents the closing price of the common stock on February 25, 2025, the last trading day before the date of forfeiture. Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 21:43 UTC | Braemar Hotels & Resorts Inc. BHR · Entity 6531 | GrantCommon Stock | 10,289 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-019201 · tm257919-3_4seq1.xml · nonDerivative · entry 2 Rose Alex · CIK 0001870678 · Exec. VP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,128 F2 · price: Represents dividend equivalent rights that accrued on a Performance Stock Unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the Issuer's common stock and is settled in common stock. Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 21:43 UTC | Braemar Hotels & Resorts Inc. BHR · Entity 6531 | Exercise / conversionCommon Stock | 70,839 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-019201 · tm257919-3_4seq1.xml · nonDerivative · entry 1 Rose Alex · CIK 0001870678 · Exec. VP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,839 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each performance stock unit ("Performance Stock Unit") award represents the right, upon achievement of certain specified performance-based vesting criteria, to receive up to two (2) shares of the Issuer's common stock. Read SEC document |
| November 01, 2024 Filed Nov 1, 2024 16:39 UTC | Stirling Hotels & Resorts, Inc. NONE · Entity 75835 | PurchaseClass I Common Stock | 190.8885 | $26.19 | $5,000.00 |
DisclosureSEC source: 0001104659-24-113531 · tm2427318-1_4seq1.xml · nonDerivative · entry 1 Rose Alex · CIK 0001870678 · Exec. VP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 190.8885 F1 · price: The price in Column 4 represents the NAV as most recently reported by the Issuer. Read SEC document |
| October 18, 2024 Filed Oct 22, 2024 16:59 UTC | Ashford Inc. AINC · Entity 86648 | GrantSpecial Limited Partnership Units · Derivative | 40,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-110599 · tm2426603d1_4seq1.xml · derivative · entry 2 Rose Alex · CIK 0001870678 · Exec. VP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 40,000 shares Expires not disclosed F1 · security: The Reporting Person received the LTIP Units pursuant to a grant from the Issuer under the Issuer's 2014 Incentive Plan, as amended (the "Plan") and such LTIP Units are fully vested. F2 · derivative.exercise_date: Vested LTIP Units, upon achieving parity with the common limited partnership units of Ashford Hospitality Holdings LLC (the "Common Units"), are convertible into Common Units at the option of the Reporting Person. See Footnote 3 discussing the convertibility of Common Units. F3 · derivative.expiration_date: Neither the LTIP Units nor Common Units have an expiration date. Common Units are redeemable for cash or, at the option of the Issuer, convertible into shares of the Issuer's common stock on a 1-for-1 basis. Read SEC document |
| March 22, 2024 Filed Mar 26, 2024 16:33 UTC | Ashford Inc. AINC · Entity 86648 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-039064 · tm249730-5_4seq1.xml · nonDerivative · entry 1 Rose Alex · CIK 0001870678 · Exec. VP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,648 F1 · kind: The Reporting Person received the shares pursuant to a stock grant from the Issuer under the Issuer's 2014 Incentive Plan. Such shares vest in three (3) substantially equal installments on the first three (3) anniversaries following the date of grant. F1 · price: The Reporting Person received the shares pursuant to a stock grant from the Issuer under the Issuer's 2014 Incentive Plan. Such shares vest in three (3) substantially equal installments on the first three (3) anniversaries following the date of grant. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 17:02 UTC | Ashford Inc. AINC · Entity 86648 | Tax withholdingCommon Stock | 549 | $2.07 | $1,136.43 |
DisclosureSEC source: 0001104659-24-036204 · tm249210-4_4seq1.xml · nonDerivative · entry 1 Rose Alex · CIK 0001870678 · Exec. VP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,648 F1 · kind: Represents shares of common stock forfeited to the Issuer to satisfy tax-withholding obligations arising as a result of the vesting of restricted stock held by the Reporting Person. F2 · price: Represents the closing price of the common stock on March 14, 2024, the last trading day before the date of forfeiture. Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 16:17 UTC | Ashford Inc. AINC · Entity 86648 | Tax withholdingCommon Stock | 1,045 | $3.17 | $3,312.65 |
DisclosureSEC source: 0001104659-24-031485 · tm248076-3_4seq1.xml · nonDerivative · entry 1 Rose Alex · CIK 0001870678 · Exec. VP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,197 F1 · kind: Represents shares of common stock forfeited to the Issuer to satisfy tax-withholding obligations arising as a result of the vesting of restricted stock held by the Reporting Person. F2 · price: Represents the closing price of the common stock on March 1, 2024, the last trading day before the date of forfeiture. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 16:25 UTC | Ashford Inc. AINC · Entity 86648 | Tax withholdingCommon Stock | 563 | $12.00 | $6,756.00 |
DisclosureSEC source: 0001104659-23-033897 · tm239624-3_4seq1.xml · nonDerivative · entry 1 Rose Alex · CIK 0001870678 · Exec. VP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,242 F1 · kind: Represents shares of common stock forfeited to the Issuer to satisfy tax-withholding obligations arising as a result of the vesting of restricted stock held by the Reporting Person. F2 · price: Represents the closing price of the common stock on March 14, 2023, the last trading day before the date of forfeiture. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 22:03 UTC | ASHFORD HOSPITALITY TRUST INC AHT · Entity 7629 | GrantPerformance Stock Units (2023) · Derivative | 33,307 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-029627 · tm238703-5_4seq1.xml · derivative · entry 1 Rose Alex · CIK 0001870678 · Exec. VP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,307 Underlying: Common Stock · 33,307 shares Expires 2025-12-31 F1 · security: Each performance stock unit ("Performance Stock Unit") award granted in 2022 represents a right to receive between 0% and 250% of the target number of Performance Stock Units reflected in the table. F1 · derivative.exercise_price: Each performance stock unit ("Performance Stock Unit") award granted in 2022 represents a right to receive between 0% and 250% of the target number of Performance Stock Units reflected in the table. F2 · kind: The Reporting Person received the Performance Stock Units pursuant to a grant from the Issuer under the Issuer's 2021 Stock Incentive Plan. F3 · shares: Represents the target number of common stock shares that may be issued pursuant to the award of Performance Stock Units. The actual number of shares of common stock to be issued upon vesting can range from 0% to 250% of the target number of Performance Stock Units reported, based on achievement of specified relative and total stockholder returns of the Issuer. Assuming continued service through the vesting date and achievement of the specified relative and total stockholder returns, the Performance Stock Units, as adjusted, will generally vest on December 31, 2025. F1 · price: Each performance stock unit ("Performance Stock Unit") award granted in 2022 represents a right to receive between 0% and 250% of the target number of Performance Stock Units reflected in the table. F3 · derivative.underlying_shares: Represents the target number of common stock shares that may be issued pursuant to the award of Performance Stock Units. The actual number of shares of common stock to be issued upon vesting can range from 0% to 250% of the target number of Performance Stock Units reported, based on achievement of specified relative and total stockholder returns of the Issuer. Assuming continued service through the vesting date and achievement of the specified relative and total stockholder returns, the Performance Stock Units, as adjusted, will generally vest on December 31, 2025. F3 · balance_after: Represents the target number of common stock shares that may be issued pursuant to the award of Performance Stock Units. The actual number of shares of common stock to be issued upon vesting can range from 0% to 250% of the target number of Performance Stock Units reported, based on achievement of specified relative and total stockholder returns of the Issuer. Assuming continued service through the vesting date and achievement of the specified relative and total stockholder returns, the Performance Stock Units, as adjusted, will generally vest on December 31, 2025. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 22:01 UTC | Braemar Hotels & Resorts Inc. BHR · Entity 6531 | GrantPerformance Stock Units (2023) · Derivative | 67,233 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-029618 · tm238202-3_4seq1.xml · derivative · entry 2 Rose Alex · CIK 0001870678 · Exec. VP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,233 Underlying: Common Stock · 67,233 shares Expires 2025-12-31 F1 · security: Each performance stock unit ("Performance Stock Unit") award represents the right, upon achievement of certain specified performance-based vesting criteria, to receive up to two (2) shares of the Issuer's common stock. F1 · derivative.exercise_price: Each performance stock unit ("Performance Stock Unit") award represents the right, upon achievement of certain specified performance-based vesting criteria, to receive up to two (2) shares of the Issuer's common stock. F3 · kind: The Reporting Person received the Performance Stock Units pursuant to a grant from the Issuer under the Issuer's Second Amended and Restated 2013 Equity Incentive Plan. F2 · shares: Represents the target number of common stock shares that may be issued pursuant to the award of Performance Stock Units. The actual number of shares of common stock to be issued upon vesting can range from 0% to 200% of the target number of Performance Stock Units reported, based on achievement of specified relative and total stockholder returns of the Issuer. Assuming continued service through the vesting date and achievement of the specified relative and total stockholder returns, the Performance Stock Units, as adjusted, will generally vest on December 31, 2024 (with respect to the 2022 grant) and December 31, 2025 (with respect to the 2023 grant). F1 · price: Each performance stock unit ("Performance Stock Unit") award represents the right, upon achievement of certain specified performance-based vesting criteria, to receive up to two (2) shares of the Issuer's common stock. F2 · derivative.underlying_shares: Represents the target number of common stock shares that may be issued pursuant to the award of Performance Stock Units. The actual number of shares of common stock to be issued upon vesting can range from 0% to 200% of the target number of Performance Stock Units reported, based on achievement of specified relative and total stockholder returns of the Issuer. Assuming continued service through the vesting date and achievement of the specified relative and total stockholder returns, the Performance Stock Units, as adjusted, will generally vest on December 31, 2024 (with respect to the 2022 grant) and December 31, 2025 (with respect to the 2023 grant). F2 · balance_after: Represents the target number of common stock shares that may be issued pursuant to the award of Performance Stock Units. The actual number of shares of common stock to be issued upon vesting can range from 0% to 200% of the target number of Performance Stock Units reported, based on achievement of specified relative and total stockholder returns of the Issuer. Assuming continued service through the vesting date and achievement of the specified relative and total stockholder returns, the Performance Stock Units, as adjusted, will generally vest on December 31, 2024 (with respect to the 2022 grant) and December 31, 2025 (with respect to the 2023 grant). Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 19:31 UTC | Ashford Inc. AINC · Entity 86648 | GrantCommon Stock | 12,867 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-029734 · tm238704-5_4seq1.xml · nonDerivative · entry 1 Rose Alex · CIK 0001870678 · Exec. VP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,805 F1 · kind: The Reporting Person received the shares pursuant to a stock grant from the Issuer under the Issuer's 2014 Incentive Plan. Such shares vest in three (3) substantially equal installments on the first three (3) anniversaries following the date of grant. F1 · price: The Reporting Person received the shares pursuant to a stock grant from the Issuer under the Issuer's 2014 Incentive Plan. Such shares vest in three (3) substantially equal installments on the first three (3) anniversaries following the date of grant. Read SEC document |
| March 15, 2022 Filed Mar 16, 2022 01:09 UTC | ASHFORD HOSPITALITY TRUST INC AHT · Entity 7629 | GrantPerformance Stock Units (2022) · Derivative | 34,361 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-034111 · tm229348-1_4seq1.xml · derivative · entry 1 Rose Alex · CIK 0001870678 · Exec. VP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,361 Underlying: Common Stock · 34,361 shares Expires 2024-12-31 F1 · security: Each performance stock unit ("Performance Stock Unit") award granted in 2022 represents a right to receive between 0% and 250% of the target number of Performance Stock Units reflected in the table. F1 · derivative.exercise_price: Each performance stock unit ("Performance Stock Unit") award granted in 2022 represents a right to receive between 0% and 250% of the target number of Performance Stock Units reflected in the table. F2 · kind: The Reporting Person received the Performance Stock Units pursuant to a grant from the Issuer under the Issuer's 2021 Stock Incentive Plan. F3 · shares: Represents the target number of common stock shares that may be issued pursuant to the award of Performance Stock Units. The actual number of shares of common stock to be issued upon vesting can range from 0% to 250% of the target number of Performance Stock Units reported, based on achievement of specified relative and total stockholder returns of the Issuer. Assuming continued service through the vesting date and achievement of the specified relative and total stockholder returns, the Performance Stock Units, as adjusted, will generally vest on December 31, 2024. One-third of the Performance Stock Units will be eligible to vest (at up to 250% of target) based on performance during the first year of the performance period. F1 · price: Each performance stock unit ("Performance Stock Unit") award granted in 2022 represents a right to receive between 0% and 250% of the target number of Performance Stock Units reflected in the table. F3 · derivative.underlying_shares: Represents the target number of common stock shares that may be issued pursuant to the award of Performance Stock Units. The actual number of shares of common stock to be issued upon vesting can range from 0% to 250% of the target number of Performance Stock Units reported, based on achievement of specified relative and total stockholder returns of the Issuer. Assuming continued service through the vesting date and achievement of the specified relative and total stockholder returns, the Performance Stock Units, as adjusted, will generally vest on December 31, 2024. One-third of the Performance Stock Units will be eligible to vest (at up to 250% of target) based on performance during the first year of the performance period. F3 · balance_after: Represents the target number of common stock shares that may be issued pursuant to the award of Performance Stock Units. The actual number of shares of common stock to be issued upon vesting can range from 0% to 250% of the target number of Performance Stock Units reported, based on achievement of specified relative and total stockholder returns of the Issuer. Assuming continued service through the vesting date and achievement of the specified relative and total stockholder returns, the Performance Stock Units, as adjusted, will generally vest on December 31, 2024. One-third of the Performance Stock Units will be eligible to vest (at up to 250% of target) based on performance during the first year of the performance period. Read SEC document |
| March 15, 2022 Filed Mar 16, 2022 01:17 UTC | Braemar Hotels & Resorts Inc. BHR · Entity 6531 | GrantPerformance Stock Units (2022) · Derivative | 40,712 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-034116 · tm229350-1_4seq1.xml · derivative · entry 1 Rose Alex · CIK 0001870678 · Exec. VP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,712 Underlying: Common Stock · 40,712 shares Expires 2024-12-31 F1 · security: Each performance stock unit ("Performance Stock Unit") award granted in 2022 represents a right to receive between 0% and 200% of the target number of Performance Stock Units reflected in the table. F1 · derivative.exercise_price: Each performance stock unit ("Performance Stock Unit") award granted in 2022 represents a right to receive between 0% and 200% of the target number of Performance Stock Units reflected in the table. F2 · kind: The Reporting Person received the Performance Stock Units pursuant to a grant from the Issuer under the Issuer's Second Amended and Restated 2013 Equity Incentive Plan. F3 · shares: Represents the target number of common stock shares that may be issued pursuant to the award of Performance Stock Units. The actual number of shares of common stock to be issued upon vesting can range from 0% to 200% of the target number of Performance Stock Units reported, based on achievement of specified relative and total stockholder returns of the Issuer. Assuming continued service through the vesting date and achievement of the specified relative and total stockholder returns, the Performance Stock Units, as adjusted, will generally vest on December 31, 2024. One-third of the Performance Stock Units will be eligible to vest (at up to 200% of target) based on performance during the first year of the performance period. F1 · price: Each performance stock unit ("Performance Stock Unit") award granted in 2022 represents a right to receive between 0% and 200% of the target number of Performance Stock Units reflected in the table. F3 · derivative.underlying_shares: Represents the target number of common stock shares that may be issued pursuant to the award of Performance Stock Units. The actual number of shares of common stock to be issued upon vesting can range from 0% to 200% of the target number of Performance Stock Units reported, based on achievement of specified relative and total stockholder returns of the Issuer. Assuming continued service through the vesting date and achievement of the specified relative and total stockholder returns, the Performance Stock Units, as adjusted, will generally vest on December 31, 2024. One-third of the Performance Stock Units will be eligible to vest (at up to 200% of target) based on performance during the first year of the performance period. F3 · balance_after: Represents the target number of common stock shares that may be issued pursuant to the award of Performance Stock Units. The actual number of shares of common stock to be issued upon vesting can range from 0% to 200% of the target number of Performance Stock Units reported, based on achievement of specified relative and total stockholder returns of the Issuer. Assuming continued service through the vesting date and achievement of the specified relative and total stockholder returns, the Performance Stock Units, as adjusted, will generally vest on December 31, 2024. One-third of the Performance Stock Units will be eligible to vest (at up to 200% of target) based on performance during the first year of the performance period. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 21:31 UTC | Ashford Inc. AINC · Entity 86648 | GrantCommon Stock | 6,938 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-035198 · tm229626-2_4seq1.xml · nonDerivative · entry 1 Rose Alex · CIK 0001870678 · Exec. VP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,938 F1 · kind: The Reporting Person received the shares pursuant to a stock grant from the Issuer under the Issuer's 2014 Incentive Plan. Such shares vest in three (3) substantially equal installments on the first three (3) anniversaries following the date of grant. F1 · price: The Reporting Person received the shares pursuant to a stock grant from the Issuer under the Issuer's 2014 Incentive Plan. Such shares vest in three (3) substantially equal installments on the first three (3) anniversaries following the date of grant. 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.