Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MACERICH COMAC · Entity 3712 | Director · President and CEO | March 04, 2025 | March 05, 2025 |
| SPIRIT REALTY CAPITAL, INC.SRC · Entity 94984 | Director · President and CEO | January 23, 2024 | January 23, 2024 |
| Spirit MTA REITSMTA · Entity 155109 | Director | June 05, 2018 | June 07, 2018 |
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.
MACERICH CO
Report date March 04, 2025 · Filed March 05, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 226,500 |
Reported balance
After 2025-03-04 transaction · row 1
1 source rowRow 1 · 2025-03-04 · Purchase · Acquired 56,000 · Balance 226,500 |
SPIRIT REALTY CAPITAL, INC.
Report date January 23, 2024 · Filed January 23, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stock, par value $0.05 per shareSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2024-01-23 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2024-01-23 · Grant · Acquired 48,103 · Balance 793,948 F1: Represents shares underlying a Performance Share Award granted on February 9, 2022 pursuant to the Company's incentive award plan. Pursuant to the Agreement and Plan of Merger by and among Realty Income Corporation, Saints MD Subsidiary, Inc. and the Company, dated as of October 29, 2023 (as amended or supplemented), as of the Effective Time (defined in the Merger Agreement), Performance Share Awards were converted into the right to receive a number of whole shares of Realty Income common stock equal to the product obtained by multiplying (A) the number of shares of Spirit common stock subject to such Performance Share Award determined based on the greater of target performance and the actual level of achievement of the applicable performance goals as of immediately prior to the Effective Time by (B) the .762 (the Exchange Ratio), and corresponding cash dividend equivalents. The Company determined the pre-established performance goals had been achieved at 200% of target performance. Row 2 · 2024-01-23 · Grant · Acquired 93,054 · Balance 887,002 F2: Represents shares underlying a Performance Share Award granted on January 19, 2023 pursuant to the Company's incentive award plan. Pursuant to the Agreement and Plan of Merger by and among Realty Income Corporation, Saints MD Subsidiary, Inc. and the Company, dated as of October 29, 2023 (as amended or supplemented), as of the Effective Time (defined in the Merger Agreement), Performance Share Awards were converted into the right to receive a number of whole shares of Realty Income common stock equal to the product obtained by multiplying (A) the number of shares of Spirit common stock subject to such Performance Share Award determined based on the greater of target performance and the actual level of achievement of the applicable performance goals as of immediately prior to the Effective Time by (B) the .762 (the Exchange Ratio), and corresponding cash dividend equivalents. The Company determined the pre-established performance goals had been achieved at 292.30% of target performance Row 3 · 2024-01-23 · Disposition to issuer · Disposed 887,002 · Balance 0 F3: Represents shares of the Company's common stock (including in respect of shares underlying Performance Share Awards, net of income tax and remittance obligations) disposed in connection with the Agreement and Plan of Merger by and among Realty Income Corporation (Realty Income), Saints MD Subsidiary, Inc. and the Company, dated as of October 29, 2023 (as amended or supplemented from time to time, the Merger Agreement). In accordance with the Merger Agreement, upon the Effective Time, each share of the Company's common stock was converted into the right to receive 0.762 shares of common stock of Realty Income. |
| Common stock par value $0.05 per shareSEC Table I · non-derivative | IndirectBy Son A | 0 |
Reported balance
After 2024-01-23 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2024-01-23 · Disposition to issuer · Disposed 722 · Balance 0 F4: Represents shares of the Company's common stock disposed in connection with the Agreement and Plan of Merger by and among Realty Income Corporation (Realty Income), Saints MD Subsidiary, Inc. and the Company, dated as of October 29, 2023 (as amended or supplemented from time to time, the Merger Agreement). In accordance with the Merger Agreement, upon the Effective Time, each share of the Company's common stock was converted into the right to receive 0.762 shares of common stock of Realty Income. |
| Common stock, par value $0.05 per shareSEC Table I · non-derivative | IndirectBy Son B | 0 |
Reported balance
After 2024-01-23 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2024-01-23 · Disposition to issuer · Disposed 722 · Balance 0 F4: Represents shares of the Company's common stock disposed in connection with the Agreement and Plan of Merger by and among Realty Income Corporation (Realty Income), Saints MD Subsidiary, Inc. and the Company, dated as of October 29, 2023 (as amended or supplemented from time to time, the Merger Agreement). In accordance with the Merger Agreement, upon the Effective Time, each share of the Company's common stock was converted into the right to receive 0.762 shares of common stock of Realty Income. |
| Common stock, par value $0.05 per shareSEC Table I · non-derivative | IndirectBy Spouse | 0 |
Reported balance
After 2024-01-23 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2024-01-23 · Disposition to issuer · Disposed 108,823 · Balance 0 F4: Represents shares of the Company's common stock disposed in connection with the Agreement and Plan of Merger by and among Realty Income Corporation (Realty Income), Saints MD Subsidiary, Inc. and the Company, dated as of October 29, 2023 (as amended or supplemented from time to time, the Merger Agreement). In accordance with the Merger Agreement, upon the Effective Time, each share of the Company's common stock was converted into the right to receive 0.762 shares of common stock of Realty Income. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares underlying a Performance Share Award granted on February 9, 2022 pursuant to the Company's incentive award plan. Pursuant to the Agreement and Plan of Merger by and among Realty Income Corporation, Saints MD Subsidiary, Inc. and the Company, dated as of October 29, 2023 (as amended or supplemented), as of the Effective Time (defined in the Merger Agreement), Performance Share Awards were converted into the right to receive a number of whole shares of Realty Income common stock equal to the product obtained by multiplying (A) the number of shares of Spirit common stock subject to such Performance Share Award determined based on the greater of target performance and the actual level of achievement of the applicable performance goals as of immediately prior to the Effective Time by (B) the .762 (the Exchange Ratio), and corresponding cash dividend equivalents. The Company determined the pre-established performance goals had been achieved at 200% of target performance.
F2: Represents shares underlying a Performance Share Award granted on January 19, 2023 pursuant to the Company's incentive award plan. Pursuant to the Agreement and Plan of Merger by and among Realty Income Corporation, Saints MD Subsidiary, Inc. and the Company, dated as of October 29, 2023 (as amended or supplemented), as of the Effective Time (defined in the Merger Agreement), Performance Share Awards were converted into the right to receive a number of whole shares of Realty Income common stock equal to the product obtained by multiplying (A) the number of shares of Spirit common stock subject to such Performance Share Award determined based on the greater of target performance and the actual level of achievement of the applicable performance goals as of immediately prior to the Effective Time by (B) the .762 (the Exchange Ratio), and corresponding cash dividend equivalents. The Company determined the pre-established performance goals had been achieved at 292.30% of target performance
F3: Represents shares of the Company's common stock (including in respect of shares underlying Performance Share Awards, net of income tax and remittance obligations) disposed in connection with the Agreement and Plan of Merger by and among Realty Income Corporation (Realty Income), Saints MD Subsidiary, Inc. and the Company, dated as of October 29, 2023 (as amended or supplemented from time to time, the Merger Agreement). In accordance with the Merger Agreement, upon the Effective Time, each share of the Company's common stock was converted into the right to receive 0.762 shares of common stock of Realty Income.
F4: Represents shares of the Company's common stock disposed in connection with the Agreement and Plan of Merger by and among Realty Income Corporation (Realty Income), Saints MD Subsidiary, Inc. and the Company, dated as of October 29, 2023 (as amended or supplemented from time to time, the Merger Agreement). In accordance with the Merger Agreement, upon the Effective Time, each share of the Company's common stock was converted into the right to receive 0.762 shares of common stock of Realty Income.
Spirit MTA REIT
Report date June 05, 2018 · Filed June 07, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common shares of beneficial interestSEC Table I · non-derivative | Direct | 64,271 |
Reported balance
After 2018-06-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-06-05 · Sale · Disposed 61,680 · Balance 64,271 F1: Represents shares sold to satisfy income tax withholding and remittance obligations of the reporting person arising from the pro rata distribution by Spirit Realty Capital, Inc. of shares of the Issuer on May 31, 2018 (the "Spin-Off"). F2: The reporting person received an aggregate of 125,951 shares in the Spin-Off. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares sold to satisfy income tax withholding and remittance obligations of the reporting person arising from the pro rata distribution by Spirit Realty Capital, Inc. of shares of the Issuer on May 31, 2018 (the "Spin-Off").
F2: The reporting person received an aggregate of 125,951 shares in the Spin-Off.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
HERSHA HOSPITALITY TRUST
Report date November 28, 2023 · Filed November 28, 2023
Section 16 reporting ended · disclosed 2023-11-28. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-11-28 transaction · row 1
1 source rowRow 1 · 2023-11-28 · Disposition to issuer · Disposed 166,815 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated August 27, 2023, by and among 1776 Portfolio Investment, LLC ("Parent"), 1776 Portfolio REIT Merger Sub, LLC, 1776 Portfolio OP Merger Sub, LP, Hersha Hospitality Limited Partnership, and the Issuer, the Issuer and the OP became subsidiaries of Parent upon consummation of the transactions contemplated by the Merger Agreement (the "Effective Time"). At the Effective Time, (a) each outstanding share of common stock was cancelled and converted into the right to receive $10.00 in cash (the "Merger Consideration"), without interest, and (b) each outstanding award of restricted common shares vested and was cancelled and converted into the right to receive the Merger Consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated August 27, 2023, by and among 1776 Portfolio Investment, LLC ("Parent"), 1776 Portfolio REIT Merger Sub, LLC, 1776 Portfolio OP Merger Sub, LP, Hersha Hospitality Limited Partnership, and the Issuer, the Issuer and the OP became subsidiaries of Parent upon consummation of the transactions contemplated by the Merger Agreement (the "Effective Time"). At the Effective Time, (a) each outstanding share of common stock was cancelled and converted into the right to receive $10.00 in cash (the "Merger Consideration"), without interest, and (b) each outstanding award of restricted common shares vested and was cancelled and converted into the right to receive the Merger Consideration.
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 30, 2020 Filed Oct 1, 2020 16:40 UTC | HERSHA HOSPITALITY TRUST HT · Entity 107933 | GrantClass A Common Shares of Beneficial Interest | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001063344-20-000208 · wf-form4_160158481301205.xml · nonDerivative · entry 1 Hsieh Jackson · CIK 0001684096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,776 Read SEC document |
| August 11, 2020 Filed Jan 5, 2022 21:41 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | GiftCommon stock, par value $0.05 per share | 112,456 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-002076 · doc4.xml · nonDerivative · entry 4 Hsieh Jackson · CIK 0001684096 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 341,241 F2 · balance_after: Beneficial ownership amounts reflects shares beneficially owned immediately following gift from Spouse on August 11, 2020 Read SEC document |
| August 11, 2020 Filed Jan 5, 2022 21:41 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | GiftCommon stock, par value $0.05 per share | 112,456 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-002076 · doc4.xml · nonDerivative · entry 3 Hsieh Jackson · CIK 0001684096 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 0 Read SEC document |
| June 30, 2020 Filed Jul 1, 2020 21:03 UTC | HERSHA HOSPITALITY TRUST HT · Entity 107933 | GrantClass A Common Shares of Beneficial Interest | 3,564 | $5.76 | $20,528.64 |
DisclosureSEC source: 0001063344-20-000179 · wf-form4_159365174512053.xml · nonDerivative · entry 2 Hsieh Jackson · CIK 0001684096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,026 F1 · shares: These shares were issued in lieu of cash compensation at the election of the Trustee. Read SEC document |
| June 30, 2020 Filed Jul 1, 2020 21:03 UTC | HERSHA HOSPITALITY TRUST HT · Entity 107933 | GrantClass A Common Shares of Beneficial Interest | 3,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001063344-20-000179 · wf-form4_159365174512053.xml · nonDerivative · entry 1 Hsieh Jackson · CIK 0001684096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,462 Read SEC document |
| May 20, 2020 Filed May 21, 2020 16:37 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | Tax withholdingCommon stock, par value $0.05 per share | 55,827 | $27.68 | $1,545,291.36 |
DisclosureSEC source: 0001209191-20-031302 · doc4.xml · nonDerivative · entry 2 Hsieh Jackson · CIK 0001684096 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 328,741 F2 · shares: Represents shares surrendered to Issuer in connection with the issuance of performance share awards to satisfy the income tax withholding and remittance obligations of the reporting person at a net settlement price equal to the closing price on NYSE on May 20, 2020 of $27.68 and does not represent a sale by the reporting person. Read SEC document |
| May 20, 2020 Filed May 21, 2020 16:37 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | GrantCommon stock, par value $0.05 per share | 141,868 | $27.68 | $3,926,906.24 |
DisclosureSEC source: 0001209191-20-031302 · doc4.xml · nonDerivative · entry 1 Hsieh Jackson · CIK 0001684096 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 384,568 F1 · shares: Shares were awarded pursuant to a Performance Share Award granted on July 25, 2017. Read SEC document |
| May 07, 2020 Filed May 11, 2020 16:26 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | Tax withholdingCommon Stock, par value $0.05 per share | 13,143 | $29.20 | $383,775.60 |
DisclosureSEC source: 0001209191-20-028272 · doc4.xml · nonDerivative · entry 1 Hsieh Jackson · CIK 0001684096 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,700 F1 · shares: Represents shares surrendered to Issuer in connection with the vesting of restricted shares to satisfy the income tax withholding and remittance obligations of the reporting person at a net settlement price equal to the closing price on the NYSE on May 7, 2020 of $29.20 and does not represent a sale by the reporting person. Read SEC document |
| April 14, 2020 Filed Apr 16, 2020 16:34 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | PurchaseCommon Stock, par value $0.05 per share | 10,200 | $29.31 | $298,962.00 |
DisclosureSEC source: 0001209191-20-024656 · doc4.xml · nonDerivative · entry 1 Hsieh Jackson · CIK 0001684096 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,843 F1 · price: This transaction was executed in multiple trades. The price reported above represents the average purchase price. Read SEC document |
| April 13, 2020 Filed Apr 15, 2020 17:29 UTC | HERSHA HOSPITALITY TRUST HT · Entity 107933 | GrantClass A Common Shares of Beneficial Interest | 1,468 | $3.58 | $5,255.44 |
DisclosureSEC source: 0001063344-20-000107 · wf-form4_158698615599213.xml · nonDerivative · entry 2 Hsieh Jackson · CIK 0001684096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,332 F1 · shares: These shares were issued in lieu of board fee cash compensation at the election of Trustee. F2 · balance_after: The amount in column 5 includes 557 shares acquired on January 15, 2020 under the Hersha Hospitality Trust dividend reinvestment plan Read SEC document |
| April 13, 2020 Filed Apr 15, 2020 17:29 UTC | HERSHA HOSPITALITY TRUST HT · Entity 107933 | GrantClass A Common Shares of Beneficial Interest | 6,285 | $0.00 | $0.00 |
DisclosureSEC source: 0001063344-20-000107 · wf-form4_158698615599213.xml · nonDerivative · entry 1 Hsieh Jackson · CIK 0001684096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,864 Read SEC document |
| March 05, 2020 Filed Jan 5, 2022 21:41 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | GiftCommon stock, par value $0.05 per share | 99,956 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-002076 · doc4.xml · nonDerivative · entry 2 Hsieh Jackson · CIK 0001684096 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 112,456 Read SEC document |
| March 05, 2020 Filed Jan 5, 2022 21:41 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | GiftCommon stock, par value $0.05 per share | 99,956 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-002076 · doc4.xml · nonDerivative · entry 1 Hsieh Jackson · CIK 0001684096 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,687 F1 · balance_after: Beneficial ownership amount reflects number of shares held immediately following the gift to Spouse on March 5, 2020 Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 16:46 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | GrantCommon stock, par value $0.05 per share | 37,577 | $46.57 | $1,749,960.89 |
DisclosureSEC source: 0001209191-20-014523 · doc4.xml · nonDerivative · entry 1 Hsieh Jackson · CIK 0001684096 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,643 F1 · shares: Represents shares of restricted stock granted pursuant to the Company's incentive award plan. The restricted shares will vest annually in three equal installments beginning on February 1, 2021. Read SEC document |
| February 01, 2020 Filed Feb 4, 2020 19:27 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | Tax withholdingCommon stock, par value $0.05 per share | 19,451 | $52.78 | $1,026,623.78 |
DisclosureSEC source: 0001209191-20-006676 · doc4.xml · nonDerivative · entry 1 Hsieh Jackson · CIK 0001684096 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,066 F1 · shares: Represents shares surrendered to Issuer for the payment of taxes in connection with the vesting of the following restricted stock awards: 6,759 restricted shares pursuant to a restricted stock award granted on March 2, 2017, 21,100 restricted shares pursuant to a restricted stock award granted on March 1, 2018 and 21,568 restricted shares pursuant to a restricted stock award granted on January 25, 2019, at a net settlement price equal to the closing price on the NYSE on January 31, 2020 of $52.78 and does not represent a sale by the reporting person. Read SEC document |
| January 29, 2020 Filed Jan 31, 2020 17:11 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | Tax withholdingCommon Stock, par value $0.05 per share | 9,689 | $52.94 | $512,935.66 |
DisclosureSEC source: 0001209191-20-005801 · doc4.xml · nonDerivative · entry 2 Hsieh Jackson · CIK 0001684096 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,517 F2 · shares: Represents 4,888 shares in connection with the September 7, 2016 award and 4,801 shares in connection with the March 2, 2017 award that were surrendered to Issuer in connection with the issuance of performance share awards to satisfy the income tax withholding and remittance obligations of the reporting person at a net settlement price equal to the closing price on NYSE on January 29, 2020 of $52.94 and does not represent a sale by the reporting person. Read SEC document |
| January 29, 2020 Filed Jan 31, 2020 17:11 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | GrantCommon Stock, par value $0.05 per share | 31,119 | $52.94 | $1,647,439.86 |
DisclosureSEC source: 0001209191-20-005801 · doc4.xml · nonDerivative · entry 1 Hsieh Jackson · CIK 0001684096 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237,206 F1 · shares: 12,532 shares were awarded pursuant to a Performance Share Award granted on September 7, 2016 and 18,587 shares were awarded pursuant to a Performance Share Award granted on March 2, 2017. Read SEC document |
| December 31, 2019 Filed Jan 2, 2020 17:33 UTC | HERSHA HOSPITALITY TRUST HT · Entity 107933 | GrantClass A Common Shares of Beneficial Interest | 10,390 | $0.00 | $0.00 |
DisclosureSEC source: 0001063344-20-000010 · wf-form4_157800441508986.xml · nonDerivative · entry 1 Hsieh Jackson · CIK 0001684096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,022 F1 · shares: Includes 3,200 unrestricted shares and 7,190 restricted shares issued by Hersha Hospitality Trust pursuant to the Hersha Hospitality Trust Amended and Restated 2012 Equity Incentive Plan. F2 · balance_after: The amount in column 5 includes 348 shares acquired on October 15, 2019 under the Hersha Hospitality Trust dividend reinvestment plan. Read SEC document |
| September 07, 2019 Filed Sep 10, 2019 17:22 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | Tax withholdingCommon Stock, par value $0.05 per share | 15,545 | $47.70 | $741,496.50 |
DisclosureSEC source: 0001209191-19-049049 · doc4.xml · nonDerivative · entry 3 Hsieh Jackson · CIK 0001684096 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,087 F2 · shares: Represents shares surrendered to Issuer in connection with the vesting of restricted shares to satisfy the income tax withholding and remittance obligations of the reporting person at a net settlement price equal to the closing price on the NYSE on September 6, 2019 of $47.70 and does not represent a sale by the reporting person. Read SEC document |
| June 03, 2019 Filed Jun 4, 2019 16:45 UTC | HERSHA HOSPITALITY TRUST HT · Entity 107933 | GrantClass A Common Shares of Beneficial Interest | 4,951 | $0.00 | $0.00 |
DisclosureSEC source: 0001063344-19-000054 · wf-form4_155968112453751.xml · nonDerivative · entry 1 Hsieh Jackson · CIK 0001684096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,284 Read SEC document |
| May 20, 2019 Filed Sep 10, 2019 17:22 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | GiftCommon Stock, par value $0.05 per share | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-049049 · doc4.xml · nonDerivative · entry 2 Hsieh Jackson · CIK 0001684096 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse Disclosed balance after: 12,500 F1 · kind: This transaction involved a gift of securities by the reporting person to his spouse, who shares the reporting person's household. Read SEC document |
| May 20, 2019 Filed Sep 10, 2019 17:22 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | GiftCommon Stock, par value $0.05 per share | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-049049 · doc4.xml · nonDerivative · entry 1 Hsieh Jackson · CIK 0001684096 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,632 F1 · kind: This transaction involved a gift of securities by the reporting person to his spouse, who shares the reporting person's household. Read SEC document |
| May 07, 2019 Filed May 8, 2019 16:30 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | Tax withholdingCommon Stock, par value $0.05 per share | 13,104 | $41.51 | $543,947.04 |
DisclosureSEC source: 0001308606-19-000053 · wf-form4_155734743817931.xml · nonDerivative · entry 1 Hsieh Jackson · CIK 0001684096 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,132 F1 · shares: Represents shares surrendered to Issuer in connection with the vesting of restricted shares to satisfy the income tax withholding and remittance obligations of the reporting person at a net settlement price equal to the closing price on NYSE on May 7, 2019 of $41.51 and does not represent a sale by the reporting person. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 18:35 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | Tax withholdingCommon Stock, par value $0.05 per share | 8,303 | $39.60 | $328,798.80 |
DisclosureSEC source: 0001308606-19-000022 · wf-form4_154940974386996.xml · nonDerivative · entry 2 Hsieh Jackson · CIK 0001684096 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,236 F1 · shares: Represents shares surrendered to Issuer in connection with the issuance of performance share awards to satisfy the income tax withholding and remittance obligations of the reporting person at a net settlement price equal to the closing price on the NYSE on February 1, 2019 of $39.60 and does not represent a sale by the reporting person. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 18:35 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | Tax withholdingCommon Stock, par value $0.05 per share | 2,660 | $39.60 | $105,336.00 |
DisclosureSEC source: 0001308606-19-000022 · wf-form4_154940974386996.xml · nonDerivative · entry 1 Hsieh Jackson · CIK 0001684096 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,539 F1 · shares: Represents shares surrendered to Issuer in connection with the issuance of performance share awards to satisfy the income tax withholding and remittance obligations of the reporting person at a net settlement price equal to the closing price on the NYSE on February 1, 2019 of $39.60 and does not represent a sale by the reporting person. F2 · balance_after: Due to a clerical error, the reporting person is correcting the amount of non-derivative securities beneficially owned as reported on January 28, 2019 from 301,156 to 258,199, prior to the February 1, 2019 transactions. Read SEC document |
| January 25, 2019 Filed Jan 28, 2019 19:14 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | GrantCommon Stock, par value $0.05 per share | 64,705 | $38.25 | $2,474,966.25 |
DisclosureSEC source: 0001308606-19-000015 · wf-form4_154872084826874.xml · nonDerivative · entry 1 Hsieh Jackson · CIK 0001684096 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 301,156 F1 · shares: Shares of Restricted Stock granted pursuant to the Company's Incentive Award Plan. The shares of Restricted Stock vest annually in three equal installments beginning on February 1, 2020. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 16:34 UTC | HERSHA HOSPITALITY TRUST HT · Entity 107933 | GrantClass A Common Shares of Beneficial Interest | 8,526 | $0.00 | $0.00 |
DisclosureSEC source: 0001063344-19-000010 · wf-form4_154655123715786.xml · nonDerivative · entry 1 Hsieh Jackson · CIK 0001684096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,333 F1 · shares: Includes 2,500 unrestricted shares and 6,026 restricted shares issued by Hersha Hospitality Trust pursuant to its Amended and Restated 2012 Equity Incentive Plan. Read SEC document |
| November 16, 2018 Filed Nov 16, 2018 18:07 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | SaleCommon Stock, par value $0.01 per share | 186,087 | $7.81 | $1,452,818.43 |
DisclosureSEC source: 0000899243-18-029175 · doc4.xml · nonDerivative · entry 2 Hsieh Jackson · CIK 0001684096 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 967,470 Read SEC document |
| November 14, 2018 Filed Nov 16, 2018 18:07 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | SaleCommon Stock, par value $0.01 per share | 28,700 | $8.10 | $232,470.00 |
DisclosureSEC source: 0000899243-18-029175 · doc4.xml · nonDerivative · entry 1 Hsieh Jackson · CIK 0001684096 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,153,557 Read SEC document |
| September 07, 2018 Filed Sep 10, 2018 16:23 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | Tax withholdingCommon Stock, par value $0.01 per share | 77,259 | $8.34 | $644,340.06 |
DisclosureSEC source: 0001308606-18-000088 · wf-form4_153661098291044.xml · nonDerivative · entry 1 Hsieh Jackson · CIK 0001684096 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,182,257 F1 · acquired: Represents shares surrendered to Issuer in connection with the vesting of restricted shares to satisfy the income tax withholding and remittance obligations of the reporting person at a net settlement price equal to the closing price on the NYSE on September 7, 2018 of $8.34 and does not represent a sale by the reporting person. Read SEC document |
| June 05, 2018 Filed Jun 5, 2018 16:52 UTC | HERSHA HOSPITALITY TRUST HT · Entity 107933 | GrantClass A Common Shares of Beneficial Interest | 4,072 | $0.00 | $0.00 |
DisclosureSEC source: 0001063344-18-000075 · wf-form4_152823186133583.xml · nonDerivative · entry 1 Hsieh Jackson · CIK 0001684096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,807 Read SEC document |
| June 05, 2018 Filed Jun 7, 2018 17:59 UTC | Spirit MTA REIT SMTA · Entity 155109 | SaleCommon shares of beneficial interest | 61,680 | $9.45 | $582,876.00 |
DisclosureSEC source: 0000899243-18-015567 · doc4.xml · nonDerivative · entry 1 Hsieh Jackson · CIK 0001684096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,271 F1 · shares: Represents shares sold to satisfy income tax withholding and remittance obligations of the reporting person arising from the pro rata distribution by Spirit Realty Capital, Inc. of shares of the Issuer on May 31, 2018 (the "Spin-Off"). F2 · balance_after: The reporting person received an aggregate of 125,951 shares in the Spin-Off. Read SEC document |
| May 07, 2018 Filed May 8, 2018 16:28 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | Tax withholdingCommon Stock, par value $0.01 per share | 88,612 | $8.40 | $744,340.80 |
DisclosureSEC source: 0001308606-18-000050 · wf-form4_152581126789230.xml · nonDerivative · entry 1 Hsieh Jackson · CIK 0001684096 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,259,516 F1 · acquired: Represents shares surrendered to Issuer in connection with the vesting of restricted shares to satisfy the income tax withholding and remittance obligations of the reporting person at a net settlement price equal to the closing price on NYSE on May 7, 2018 of $8.40 and does not represent a sale by the reporting person. Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 16:13 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | GrantCommon Stock, par value $0.01 per share | 316,496 | $7.82 | $2,474,998.72 |
DisclosureSEC source: 0001308606-18-000015 · wf-form4_152002521899810.xml · nonDerivative · entry 1 Hsieh Jackson · CIK 0001684096 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,348,128 F1 · shares: Shares of Restricted Stock granted pursuant to the Company's Incentive Award Plan. The shares of Restricted Stock vest annually in three equal installments beginning on February 1, 2019. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 16:53 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | Tax withholdingCommon Stock, par value $0.01 per share | 13,005 | $8.03 | $104,430.15 |
DisclosureSEC source: 0001308606-18-000002 · wf-form4_151786760017610.xml · nonDerivative · entry 1 Hsieh Jackson · CIK 0001684096 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,031,632 F1 · acquired: Represents shares surrendered to Issuer in connection with the vesting of restricted shares to satisfy the income tax withholding and remittance obligations of the reporting person at a net settlement price equal to the closing price on the NYSE on February 1, 2018 of $8.03 and does not represent a sale by the reporting person. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 18:10 UTC | HERSHA HOSPITALITY TRUST HT · Entity 107933 | GrantClass A Common Shares of Beneficial Interest | 8,735 | $0.00 | $0.00 |
DisclosureSEC source: 0001063344-18-000018 · certent-form4.xml · nonDerivative · entry 1 Hsieh Jackson · CIK 0001684096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,735 F1 · shares: Includes 2,600 unrestricted shares and 6,135 restricted shares issued by Hersha Hospitality Trust pursuant to its Amended and Restated 2012 Equity Incentive Plan. Read SEC document |
| September 07, 2017 Filed Sep 11, 2017 16:09 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | Tax withholdingCommon Stock, par value $0.01 per share | 14,816 | $8.69 | $128,751.04 |
DisclosureSEC source: 0001308606-17-000118 · wf-form4_150516054274729.xml · nonDerivative · entry 1 Hsieh Jackson · CIK 0001684096 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,044,637 Read SEC document |
| July 25, 2017 Filed Jul 27, 2017 16:31 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | GrantCommon Stock, par value $0.01 per share | 500,000 | $7.93 | $3,965,000.00 |
DisclosureSEC source: 0001308606-17-000105 · wf-form4_150118750591716.xml · nonDerivative · entry 1 Hsieh Jackson · CIK 0001684096 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,059,453 F1 · acquired: Shares of Restricted Stock were granted pursuant to Mr. Hsieh's Employment Contract, dated July 25, 2017. The Restricted Stock vests as follows: 33.3% of the shares vesting on May 7, 2018 and May 7, 2019 and 33.4% vesting on May 7, 2020. Read SEC document |
| June 05, 2017 Filed Jun 5, 2017 17:29 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | PurchaseCommon Stock, par value $0.01 per share | 13,400 | $7.45 | $99,830.00 |
DisclosureSEC source: 0001308606-17-000084 · wf-form4_149669816693771.xml · nonDerivative · entry 1 Hsieh Jackson · CIK 0001684096 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 559,453 Read SEC document |
| May 24, 2017 Filed May 26, 2017 16:05 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | PurchaseCommon Stock, par value $0.01 per share | 13,700 | $7.27 | $99,596.26 |
DisclosureSEC source: 0001308606-17-000077 · wf-form4_149582912346445.xml · nonDerivative · entry 1 Hsieh Jackson · CIK 0001684096 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 546,053 Read SEC document |
| March 02, 2017 Filed Mar 3, 2017 17:38 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | GrantCommon Stock, par value $0.01 per share | 101,383 | $10.85 | $1,100,005.55 |
DisclosureSEC source: 0001308606-17-000020 · wf-form4_148858071218174.xml · nonDerivative · entry 1 Hsieh Jackson · CIK 0001684096 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 532,353 F1 · acquired: Shares of Restricted Stock granted pursuant to the Company's Incentive Award Plan. The shares of Restricted Stock vest annually in three equal installments beginning on February 1, 2018. Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 18:00 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | PurchaseCommon Stock, par value $0.01 per share | 9,500 | $10.62 | $100,842.50 |
DisclosureSEC source: 0001308606-16-000349 · wf-form4_147942361096014.xml · nonDerivative · entry 1 Hsieh Jackson · CIK 0001684096 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 430,970 Read SEC document |
| September 07, 2016 Filed Sep 8, 2016 15:40 UTC | SPIRIT REALTY CAPITAL, INC. SRC · Entity 94984 | GrantCommon Stock, par value $0.01 per share | 421,470 | $13.88 | $5,850,003.60 |
DisclosureSEC source: 0001308606-16-000317 · wf-form4_147336360151489.xml · nonDerivative · entry 1 Hsieh Jackson · CIK 0001684096 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 421,470 F1 · shares: Shares of Restricted Stock were granted pursuant to the Company's Incentive Award Plan. The shares were issued in two separate tranches. The first tranche of 79,251 shares of Restricted Stock vests annually in three equal installments beginning on September 7, 2017. The second tranche of 342,219 shares of Restricted Stock vests over a four year period as follows: 34.7% on September 7, 2018, 50% on September 7, 2019 and 15.3% on September 7, 2020. 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.