Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ASHFORD HOSPITALITY TRUST INCAHT · Entity 7629 | Chief Accounting Officer | January 01, 2024 | January 05, 2024 |
| Ashford Inc.AINC · Entity 86648 | Chief Accounting Officer | March 22, 2024 | March 26, 2024 |
| Braemar Hotels & Resorts Inc.BHR · Entity 6531 | Chief Accounting Officer | June 13, 2025 | June 17, 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 January 01, 2024 · Filed January 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 45 |
Reported balance
Holding disclosure · report date 2024-01-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 45 |
| LTIP UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2024-01-01 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F1: Represents special long-term incentive partnership units ("LTIP Units") in Ashford Hospitality Limited Partnership, the Issuer's operating subsidiary ("Subsidiary"), subject to certain vesting criteria. F2: The LTIP Units reported herein vest on March 15, 2024. Vested LTIP Units, upon achieving parity with the Common Units (as defined below), are convertible into Common Units at the option of the Reporting Person. See Footnote 5 discussing the convertibility of the Common Units. F3: Neither the Common Units (as defined below) nor the LTIP Units have an expiration date. F4: Represents unvested LTIP Units in the Subsidiary. |
| Common Limited Partnership UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2024-01-01 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance Not disclosed F5: "Common Units" are Common Limited Partnership Units of the Subsidiary and 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. F3: Neither the Common Units (as defined below) nor the LTIP Units have an expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents special long-term incentive partnership units ("LTIP Units") in Ashford Hospitality Limited Partnership, the Issuer's operating subsidiary ("Subsidiary"), subject to certain vesting criteria.
F2: The LTIP Units reported herein vest on March 15, 2024. Vested LTIP Units, upon achieving parity with the Common Units (as defined below), are convertible into Common Units at the option of the Reporting Person. See Footnote 5 discussing the convertibility of the Common Units.
F3: Neither the Common Units (as defined below) nor the LTIP Units have an expiration date.
F4: Represents unvested LTIP Units in the Subsidiary.
F5: "Common Units" are Common Limited Partnership Units of the Subsidiary and 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.
Ashford Inc.
Report date March 22, 2024 · Filed March 26, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,826 |
Reported balance
After 2024-03-22 transaction · row 1
1 source rowRow 1 · 2024-03-22 · Grant · Acquired 15,000 · Balance 17,826 F1: 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. |
| Stock Options (right to purchase)SEC Table II · derivative / convertible security · Conversion / exercise price $45.59 · Expires 2026-04-01 | Direct | 646 |
Reported balance
Holding disclosure · report date 2024-03-22 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 646 |
| Stock Options (right to purchase)SEC Table II · derivative / convertible security · Conversion / exercise price $59.00 · Expires 2027-04-07 | Direct | 776 |
Reported balance
Holding disclosure · report date 2024-03-22 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 776 |
| Stock Options (right to purchase)SEC Table II · derivative / convertible security · Conversion / exercise price $94.96 · Expires 2028-03-14 | Direct | 794 |
Reported balance
Holding disclosure · report date 2024-03-22 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 794 |
| Stock Options (right to purchase)SEC Table II · derivative / convertible security · Conversion / exercise price $61.12 · Expires 2029-02-27 | Direct | 890 |
Reported balance
Holding disclosure · report date 2024-03-22 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 890 |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
Braemar Hotels & Resorts Inc.
Report date June 13, 2025 · Filed June 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,066 |
Ending reported balance
After 2025-06-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-06-13 · Grant · Acquired 11,182 · Balance 11,789 F1: On June 13, 2025, the Reporting Person entered into an Exchange Agreement (the "Exchange Agreement") with the Issuer pursuant to which the Reporting Person exchanged a number of vested LTIP Units (as defined below) for an equal number of shares of common stock in a Rule 16b-3 exempt transaction. No other consideration was involved in connection with the Exchange Agreement. Row 2 · 2025-06-13 · Tax withholding · Disposed 2,723 · Balance 9,066 F4: 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 vesting of restricted stock held by the Reporting Person. F5: Represents the closing price of the common stock on June 12, 2025, the last trading day before the date of forfeiture. |
| LTIP UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-06-13 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-06-13 · Disposition to issuer · Disposed 11,182 · Balance 0 F2: Represented special long-term incentive partnership units (the "LTIP Units") in Braemar Hospitality Limited Partnership, the Issuer's operating subsidiary (the "Subsidiary"). Such LTIP Units have been combined herein solely for reporting purposes. Vested LTIP Units, upon achieving parity with the Common Limited Partnership Units ("Common Partnership Units") of the Subsidiary, were convertible into Common Partnership Units at the option of the Reporting Person. F1: On June 13, 2025, the Reporting Person entered into an Exchange Agreement (the "Exchange Agreement") with the Issuer pursuant to which the Reporting Person exchanged a number of vested LTIP Units (as defined below) for an equal number of shares of common stock in a Rule 16b-3 exempt transaction. No other consideration was involved in connection with the Exchange Agreement. F3: Neither the Common Partnership Units nor vested LTIP Units had an expiration date. |
| Series E Redeemable Preferred StockSEC Table I · non-derivative | Direct | 1,111 |
Reported balance
Holding disclosure · report date 2025-06-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,111 |
Filing footnotes · ownership attribution and instrument terms
F1: On June 13, 2025, the Reporting Person entered into an Exchange Agreement (the "Exchange Agreement") with the Issuer pursuant to which the Reporting Person exchanged a number of vested LTIP Units (as defined below) for an equal number of shares of common stock in a Rule 16b-3 exempt transaction. No other consideration was involved in connection with the Exchange Agreement.
F2: Represented special long-term incentive partnership units (the "LTIP Units") in Braemar Hospitality Limited Partnership, the Issuer's operating subsidiary (the "Subsidiary"). Such LTIP Units have been combined herein solely for reporting purposes. Vested LTIP Units, upon achieving parity with the Common Limited Partnership Units ("Common Partnership Units") of the Subsidiary, were convertible into Common Partnership Units at the option of the Reporting Person.
F3: Neither the Common Partnership Units nor vested LTIP Units had an expiration date.
F4: 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 vesting of restricted stock held by the Reporting Person.
F5: Represents the closing price of the common stock on June 12, 2025, the last trading day before the date of forfeiture.
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 97.0262 · 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 the 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 the 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 16:18 UTC | Stirling Hotels & Resorts, Inc. NONE · Entity 75835 | OtherClass I Common Stock | 97.0262 | $33.80 | $3,279.49 |
DisclosureSEC source: 0001104659-25-087041 · tm2525041-4_4seq1.xml · nonDerivative · entry 1 Coe Justin · CIK 0002004625 · Chief Accounting Officer 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 the Class I Common Stock as of July 31, 2025, in connection with the wind-down of the Issuer. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 21:43 UTC | Braemar Hotels & Resorts Inc. BHR · Entity 6531 | Disposition to issuerLTIP Units · Derivative | 11,182 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-060389 · tm2518261-2_4seq1.xml · derivative · entry 4 Coe Justin · CIK 0002004625 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,182 shares Expires not disclosed F2 · security: Represented special long-term incentive partnership units (the "LTIP Units") in Braemar Hospitality Limited Partnership, the Issuer's operating subsidiary (the "Subsidiary"). Such LTIP Units have been combined herein solely for reporting purposes. Vested LTIP Units, upon achieving parity with the Common Limited Partnership Units ("Common Partnership Units") of the Subsidiary, were convertible into Common Partnership Units at the option of the Reporting Person. F1 · derivative.exercise_price: On June 13, 2025, the Reporting Person entered into an Exchange Agreement (the "Exchange Agreement") with the Issuer pursuant to which the Reporting Person exchanged a number of vested LTIP Units (as defined below) for an equal number of shares of common stock in a Rule 16b-3 exempt transaction. No other consideration was involved in connection with the Exchange Agreement. F1 · kind: On June 13, 2025, the Reporting Person entered into an Exchange Agreement (the "Exchange Agreement") with the Issuer pursuant to which the Reporting Person exchanged a number of vested LTIP Units (as defined below) for an equal number of shares of common stock in a Rule 16b-3 exempt transaction. No other consideration was involved in connection with the Exchange Agreement. F2 · derivative.exercise_date: Represented special long-term incentive partnership units (the "LTIP Units") in Braemar Hospitality Limited Partnership, the Issuer's operating subsidiary (the "Subsidiary"). Such LTIP Units have been combined herein solely for reporting purposes. Vested LTIP Units, upon achieving parity with the Common Limited Partnership Units ("Common Partnership Units") of the Subsidiary, were convertible into Common Partnership Units at the option of the Reporting Person. F3 · derivative.expiration_date: Neither the Common Partnership Units nor vested LTIP Units had an expiration date. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 21:43 UTC | Braemar Hotels & Resorts Inc. BHR · Entity 6531 | Tax withholdingCommon Stock | 2,723 | $2.49 | $6,780.27 |
DisclosureSEC source: 0001104659-25-060389 · tm2518261-2_4seq1.xml · nonDerivative · entry 2 Coe Justin · CIK 0002004625 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,066 F4 · 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 vesting of restricted stock held by the Reporting Person. F5 · price: Represents the closing price of the common stock on June 12, 2025, the last trading day before the date of forfeiture. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 21:43 UTC | Braemar Hotels & Resorts Inc. BHR · Entity 6531 | GrantCommon Stock | 11,182 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-060389 · tm2518261-2_4seq1.xml · nonDerivative · entry 1 Coe Justin · CIK 0002004625 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,789 F1 · kind: On June 13, 2025, the Reporting Person entered into an Exchange Agreement (the "Exchange Agreement") with the Issuer pursuant to which the Reporting Person exchanged a number of vested LTIP Units (as defined below) for an equal number of shares of common stock in a Rule 16b-3 exempt transaction. No other consideration was involved in connection with the Exchange Agreement. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 16:05 UTC | Stirling Hotels & Resorts, Inc. NONE · Entity 75835 | PurchaseClass I Common Stock | 94.791 | $26.37 | $2,500.00 |
DisclosureSEC source: 0001104659-25-000783 · tm251870-1_4seq1.xml · nonDerivative · entry 1 Coe Justin · CIK 0002004625 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94.791 F1 · price: The price in Column 4 represents the NAV as most recently reported by the Issuer. Read SEC document |
| March 22, 2024 Filed Mar 26, 2024 16:31 UTC | Ashford Inc. AINC · Entity 86648 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-039057 · tm249730-2_4seq1.xml · nonDerivative · entry 1 Coe Justin · CIK 0002004625 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,826 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 17:01 UTC | Ashford Inc. AINC · Entity 86648 | Tax withholdingCommon Stock | 129 | $2.07 | $267.03 |
DisclosureSEC source: 0001104659-24-036201 · tm249210-3_4seq1.xml · nonDerivative · entry 1 Coe Justin · CIK 0002004625 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,826 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 | 89 | $3.17 | $282.13 |
DisclosureSEC source: 0001104659-24-031484 · tm248076-2_4seq1.xml · nonDerivative · entry 1 Coe Justin · CIK 0002004625 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,955 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.