Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Chatham Lodging TrustCLDT · Entity 5297 | Director | January 15, 2025 | January 16, 2025 |
| MACERICH COMAC · Entity 3712 | Senior EVP and COO | March 02, 2018 | March 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.
Chatham Lodging Trust
Report date January 15, 2025 · Filed January 16, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 108,662 |
Reported balance
After 2025-01-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-01-15 · Grant · Acquired 14,772 · Balance 108,662 F1: Represents a grant of 14,772 common shares to the reporting person on January 15, 2025 as payment for serving on the board of trustees of Chatham Lodging Trust (the "Company") in 2024. The share grant comprises the share-based portion of the Company's previously disclosed annual compensation to its trustees for fiscal year 2024. Reporter elected to receive 100% of his annual base fee in shares. Per-share value is the average of the closing prices for the Company's common shares on the New York Stock Exchange for the last ten trading days of 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of 14,772 common shares to the reporting person on January 15, 2025 as payment for serving on the board of trustees of Chatham Lodging Trust (the "Company") in 2024. The share grant comprises the share-based portion of the Company's previously disclosed annual compensation to its trustees for fiscal year 2024. Reporter elected to receive 100% of his annual base fee in shares. Per-share value is the average of the closing prices for the Company's common shares on the New York Stock Exchange for the last ten trading days of 2024.
MACERICH CO
Report date March 02, 2018 · Filed March 07, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| LTIP UnitsSEC Table II · derivative / convertible security | Direct | 50,072 |
Reported balance
After 2018-03-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-03-02 · Grant · Acquired 13,460 · Balance 50,072 F1: Represents the reporting person's annual incentive award for his 2017 performance which was granted on the date designated by the Compensation Committee for all annual employee and director bonuses and awards consistent with past practice. F2: Represents units of limited partnership interest in The Macerich Partnership, L.P. (the "Partnership"), of which the Issuer is the general partner, issued as compensation pursuant to the Issuer's equity based compensatory programs. Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, each LTIP Unit may be converted into a common unit of limited partnership interest in the Partnership (a "Common Unit"). Each Common Unit acquired upon conversion of a LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of the Issuer's Common Stock, except that the Issuer may, at its election, acquire each Common Unit so presented for one share of Common Stock. The rights to convert LTIP Units into Common Units and redeem Common Units do not have expiration dates. F3: In addition, the reporting person holds 86,977 common units in a revocable trust of which the reporting person is the trustee. The common units are generally redeemable upon certain circumstances for an equal number of shares of the Issuer's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the reporting person's annual incentive award for his 2017 performance which was granted on the date designated by the Compensation Committee for all annual employee and director bonuses and awards consistent with past practice.
F2: Represents units of limited partnership interest in The Macerich Partnership, L.P. (the "Partnership"), of which the Issuer is the general partner, issued as compensation pursuant to the Issuer's equity based compensatory programs. Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, each LTIP Unit may be converted into a common unit of limited partnership interest in the Partnership (a "Common Unit"). Each Common Unit acquired upon conversion of a LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of the Issuer's Common Stock, except that the Issuer may, at its election, acquire each Common Unit so presented for one share of Common Stock. The rights to convert LTIP Units into Common Units and redeem Common Units do not have expiration dates.
F3: In addition, the reporting person holds 86,977 common units in a revocable trust of which the reporting person is the trustee. The common units are generally redeemable upon certain circumstances for an equal number of shares of the Issuer's common stock.
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 |
|---|---|---|---|---|---|---|
| January 15, 2025 Filed Jan 16, 2025 16:47 UTC | Chatham Lodging Trust CLDT · Entity 5297 | GrantCommon Shares | 14,772 | $9.14 | $135,016.08 |
DisclosureSEC source: 0001476045-25-000002 · wk-form4_1737064027.xml · nonDerivative · entry 1 Perlmutter Robert D · CIK 0001065835 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,662 F1 · security: Represents a grant of 14,772 common shares to the reporting person on January 15, 2025 as payment for serving on the board of trustees of Chatham Lodging Trust (the "Company") in 2024. The share grant comprises the share-based portion of the Company's previously disclosed annual compensation to its trustees for fiscal year 2024. Reporter elected to receive 100% of his annual base fee in shares. Per-share value is the average of the closing prices for the Company's common shares on the New York Stock Exchange for the last ten trading days of 2024. Read SEC document |
| January 16, 2024 Filed Jan 16, 2024 16:10 UTC | Chatham Lodging Trust CLDT · Entity 5297 | GrantCommon Shares | 11,150 | $10.76 | $119,974.00 |
DisclosureSEC source: 0001476045-24-000011 · wk-form4_1705439441.xml · nonDerivative · entry 1 Perlmutter Robert D · CIK 0001065835 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,890 F1 · security: Represents a grant of 11,150 common shares to the reporting person on January 16, 2024 as payment for serving on the board of trustees of Chatham Lodging Trust (the "Company") in 2023. The share grant comprises the share-based portion of the Company's previously disclosed annual compensation to its trustees for fiscal year 2023. Reporter elected to receive 100% of his annual base fee in shares. Per-share value is the average of the closing prices for the Company's common shares on the New York Stock Exchange for the last ten trading days of 2023. Read SEC document |
| January 17, 2023 Filed Jan 17, 2023 16:16 UTC | Chatham Lodging Trust CLDT · Entity 5297 | GrantCommon Shares | 9,640 | $12.45 | $120,018.00 |
DisclosureSEC source: 0001476045-23-000014 · wf-form4_167399014751264.xml · nonDerivative · entry 1 PERLMUTTER ROBERT D · CIK 0001065835 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,740 F1 · security: Represents a grant of 9,640 common shares to the reporting person on January 17, 2023 as payment for serving on the board of trustees of Chatham Lodging Trust (the "Company") in 2022. The share grant comprises the share-based portion of the Company's previously disclosed annual compensation to its trustees for fiscal year 2022. Reporter elected to receive 100% of his annual base fee in shares. Per-share value is the average of the closing prices for the Company's common shares on the New York Stock Exchange for the last ten trading days of 2022. Read SEC document |
| May 20, 2022 Filed May 23, 2022 09:15 UTC | Chatham Lodging Trust CLDT · Entity 5297 | PurchaseCommon Shares | 4,200 | $11.84 | $49,728.00 |
DisclosureSEC source: 0001476045-22-000051 · wf-form4_165331169734329.xml · nonDerivative · entry 1 PERLMUTTER ROBERT D · CIK 0001065835 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,100 F1 · price: The price reported in Column 4 represents the weighted average price. These shares were purchased in multiple transactions ranging from $11.68 to $11.93, inclusive. The reporting person undertakes to provide to Chatham Lodging Trust, any security holder of Chatham Lodging Trust, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each price with the range set forth in this footnote. Read SEC document |
| January 18, 2022 Filed Jan 19, 2022 16:46 UTC | Chatham Lodging Trust CLDT · Entity 5297 | GrantCommon Shares | 8,852 | $13.56 | $120,033.12 |
DisclosureSEC source: 0001476045-22-000014 · wf-form4_164262880173850.xml · nonDerivative · entry 1 PERLMUTTER ROBERT D · CIK 0001065835 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,900 F1 · security: Represents a grant of 8,852 common shares to the reporting person on January 18, 2022 as payment for serving on the board of trustees of Chatham Lodging Trust (the "Company") in 2021. The share grant comprises the share-based portion of the Company's previously disclosed annual compensation to its trustees for fiscal year 2021. Reporter elected to receive 100% of his annual base fee in shares. Per-share value is the average of the closing prices for the Company's common shares on the New York Stock Exchange for the last ten trading days of 2021. Read SEC document |
| January 15, 2021 Filed Jan 19, 2021 16:21 UTC | Chatham Lodging Trust CLDT · Entity 5297 | GrantCommon Shares | 8,934 | $11.19 | $99,971.46 |
DisclosureSEC source: 0001476045-21-000015 · wf-form4_161109126568698.xml · nonDerivative · entry 1 PERLMUTTER ROBERT D · CIK 0001065835 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,048 F1 · security: Represents a grant of 8,934 common shares to the reporting person on January 15, 2021 as payment for serving on the board of trustees of Chatham Lodging Trust (the "Company") in 2020. The share grant comprises the share-based portion of the Company's previously disclosed annual compensation to its trustees for fiscal year 2020. Each independent trustee receives at least 50% of their annual fee in the form of shares of the Company, but may elect to receive up to 100% of their annual fee in shares. Per-share value is the average of the closing prices for the Company's common shares on the New York Stock Exchange for the last ten trading days of 2020. Read SEC document |
| January 15, 2020 Filed Jan 15, 2020 16:11 UTC | Chatham Lodging Trust CLDT · Entity 5297 | GrantCommon Shares | 5,448 | $18.36 | $100,025.28 |
DisclosureSEC source: 0001476045-20-000010 · wf-form4_157912264852003.xml · nonDerivative · entry 1 PERLMUTTER ROBERT D · CIK 0001065835 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,114 F1 · security: Represents a grant of 5,448 common shares to the reporting person on January 15, 2020 as payment for serving on the board of trustees of Chatham Lodging Trust (the "Company") in 2019. The share grant comprises the share-based portion of the Company's previously disclosed annual compensation to its trustees for fiscal year 2019. Each independent trustee receives at least 50% of their annual fee in the form of shares of the Company, but may elect to receive up to 100% of their annual fee in shares. Per-share value is the average of the closing prices for the Company's common shares on the New York Stock Exchange for the last ten trading days of 2019. Read SEC document |
| August 26, 2019 Filed Aug 26, 2019 18:00 UTC | Chatham Lodging Trust CLDT · Entity 5297 | PurchaseCommon Shares | 2,500 | $16.40 | $41,000.00 |
DisclosureSEC source: 0001476045-19-000071 · wf-form4_156685680630523.xml · nonDerivative · entry 1 PERLMUTTER ROBERT D · CIK 0001065835 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,666 Read SEC document |
| January 16, 2019 Filed Jan 16, 2019 16:42 UTC | Chatham Lodging Trust CLDT · Entity 5297 | GrantCommon Shares | 5,574 | $17.94 | $99,997.56 |
DisclosureSEC source: 0001476045-19-000014 · wf-form4_154767493636522.xml · nonDerivative · entry 1 PERLMUTTER ROBERT D · CIK 0001065835 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,166 F1 · security: Represents a grant of 5,574 common shares to the reporting person on January 16, 2019 as payment for serving on the board of trustees of Chatham Lodging Trust (the "Company") in 2018. The share grant comprises the share-based portion of the Company's previously disclosed annual compensation to its trustees for fiscal year 2018. Each independent trustee receives at least 50% of their annual fee in the form of shares of the Company, but may elect to receive up to 100% of their annual fee in shares. Per-share value is the average of the closing prices for the Company's common shares on the New York Stock Exchange for the last ten trading days of 2018. Read SEC document |
| March 02, 2018 Filed Mar 7, 2018 01:06 UTC | MACERICH CO MAC · Entity 3712 | GrantLTIP Units · Derivative | 13,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-003717 · edgar.xml · derivative · entry 1 PERLMUTTER ROBERT D · CIK 0001065835 · Senior EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,072 Underlying: Common Stock · 13,460 shares Expires not disclosed F1 · security: Represents the reporting person's annual incentive award for his 2017 performance which was granted on the date designated by the Compensation Committee for all annual employee and director bonuses and awards consistent with past practice. F2 · derivative.exercise_price: Represents units of limited partnership interest in The Macerich Partnership, L.P. (the "Partnership"), of which the Issuer is the general partner, issued as compensation pursuant to the Issuer's equity based compensatory programs. Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, each LTIP Unit may be converted into a common unit of limited partnership interest in the Partnership (a "Common Unit"). Each Common Unit acquired upon conversion of a LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of the Issuer's Common Stock, except that the Issuer may, at its election, acquire each Common Unit so presented for one share of Common Stock. The rights to convert LTIP Units into Common Units and redeem Common Units do not have expiration dates. F2 · derivative.exercise_date: Represents units of limited partnership interest in The Macerich Partnership, L.P. (the "Partnership"), of which the Issuer is the general partner, issued as compensation pursuant to the Issuer's equity based compensatory programs. Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, each LTIP Unit may be converted into a common unit of limited partnership interest in the Partnership (a "Common Unit"). Each Common Unit acquired upon conversion of a LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of the Issuer's Common Stock, except that the Issuer may, at its election, acquire each Common Unit so presented for one share of Common Stock. The rights to convert LTIP Units into Common Units and redeem Common Units do not have expiration dates. F2 · derivative.expiration_date: Represents units of limited partnership interest in The Macerich Partnership, L.P. (the "Partnership"), of which the Issuer is the general partner, issued as compensation pursuant to the Issuer's equity based compensatory programs. Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, each LTIP Unit may be converted into a common unit of limited partnership interest in the Partnership (a "Common Unit"). Each Common Unit acquired upon conversion of a LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of the Issuer's Common Stock, except that the Issuer may, at its election, acquire each Common Unit so presented for one share of Common Stock. The rights to convert LTIP Units into Common Units and redeem Common Units do not have expiration dates. F3 · balance_after: In addition, the reporting person holds 86,977 common units in a revocable trust of which the reporting person is the trustee. The common units are generally redeemable upon certain circumstances for an equal number of shares of the Issuer's common stock. Read SEC document |
| January 16, 2018 Filed Jan 16, 2018 16:23 UTC | Chatham Lodging Trust CLDT · Entity 5297 | GrantCommon Shares | 4,334 | $23.08 | $100,028.72 |
DisclosureSEC source: 0001476045-18-000013 · wf-form4_151613779442143.xml · nonDerivative · entry 1 PERLMUTTER ROBERT D · CIK 0001065835 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,592 Read SEC document |
| January 01, 2018 Filed Jan 4, 2018 01:26 UTC | MACERICH CO MAC · Entity 3712 | GrantLTIP Units · Derivative | 7,612 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-000446 · edgar.xml · derivative · entry 1 PERLMUTTER ROBERT D · CIK 0001065835 · Senior EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,612 Underlying: Common Stock · 7,612 shares Expires not disclosed F1 · security: Represents units of limited partnership interest in The Macerich Partnership, L.P. (the "Partnership"), of which the Issuer is the general partner, issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and time vesting, each LTIP Unit may be converted into a common unit of limited partnership interest in the Partnership (a "Common Unit"). Each Common Unit acquired upon conversion of a LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of the Issuer's Common Stock, except that the Issuer may, at its election, acquire each Common Unit so presented for one share of Common Stock. The rights to convert LTIP Units into Common Units and redeem Common Units do not have expiration dates. F1 · derivative.exercise_price: Represents units of limited partnership interest in The Macerich Partnership, L.P. (the "Partnership"), of which the Issuer is the general partner, issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and time vesting, each LTIP Unit may be converted into a common unit of limited partnership interest in the Partnership (a "Common Unit"). Each Common Unit acquired upon conversion of a LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of the Issuer's Common Stock, except that the Issuer may, at its election, acquire each Common Unit so presented for one share of Common Stock. The rights to convert LTIP Units into Common Units and redeem Common Units do not have expiration dates. F1 · derivative.exercise_date: Represents units of limited partnership interest in The Macerich Partnership, L.P. (the "Partnership"), of which the Issuer is the general partner, issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and time vesting, each LTIP Unit may be converted into a common unit of limited partnership interest in the Partnership (a "Common Unit"). Each Common Unit acquired upon conversion of a LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of the Issuer's Common Stock, except that the Issuer may, at its election, acquire each Common Unit so presented for one share of Common Stock. The rights to convert LTIP Units into Common Units and redeem Common Units do not have expiration dates. F2 · derivative.exercise_date: LTIP Units vest one-third on December 31, 2018, one-third on December 31, 2019 and one-third on December 31, 2020. F1 · derivative.expiration_date: Represents units of limited partnership interest in The Macerich Partnership, L.P. (the "Partnership"), of which the Issuer is the general partner, issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and time vesting, each LTIP Unit may be converted into a common unit of limited partnership interest in the Partnership (a "Common Unit"). Each Common Unit acquired upon conversion of a LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of the Issuer's Common Stock, except that the Issuer may, at its election, acquire each Common Unit so presented for one share of Common Stock. The rights to convert LTIP Units into Common Units and redeem Common Units do not have expiration dates. F3 · balance_after: In addition, the reporting person holds 87,977 limited partnership units in the Partnership through a revocable trust, which are generally redeemable upon certain circumstances for an equal number of shares of The Macerich Company's common stock. Read SEC document |
| November 30, 2017 Filed Dec 2, 2017 00:11 UTC | MACERICH CO MAC · Entity 3712 | Tax withholdingCommon Stock | 15 | $64.75 | $971.25 |
DisclosureSEC source: 0001179110-17-014795 · edgar.xml · nonDerivative · entry 2 PERLMUTTER ROBERT D · CIK 0001065835 · Senior EVP and COO 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 29,139 F3 · shares: Represents shares withheld by the issuer to satisfy tax withholding obligations in connection with the reporting person's acquisition of shares pursuant to the ESPP on November 30, 2017. Read SEC document |
| November 30, 2017 Filed Dec 2, 2017 00:11 UTC | MACERICH CO MAC · Entity 3712 | GrantCommon Stock | 161 | $49.56 | $7,979.16 |
DisclosureSEC source: 0001179110-17-014795 · edgar.xml · nonDerivative · entry 1 PERLMUTTER ROBERT D · CIK 0001065835 · Senior EVP and COO 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 29,154 F1 · shares: The reporting person is voluntarily reporting the acquisition of the issuer's common stock pursuant to the issuer's Employee Stock Purchase Plan ("ESPP") for the six month ESPP offering period ended November 30, 2017. This transaction is exempt pursuant to Rule 16b-3(c). F2 · price: In accordance with the ESPP, the shares were purchased at a 15% discount from the closing price of the issuer's common stock on November 30, 2017. Read SEC document |
| August 08, 2017 Filed Aug 9, 2017 09:56 UTC | Chatham Lodging Trust CLDT · Entity 5297 | SaleCommon Shares | 2,566 | $20.37 | $52,269.93 |
DisclosureSEC source: 0001476045-17-000080 · wf-form4_150228695126477.xml · nonDerivative · entry 1 PERLMUTTER ROBERT D · CIK 0001065835 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,258 F1 · security: Reporting person disposed of beneficial interest of 2,566 common shares Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 21:18 UTC | MACERICH CO MAC · Entity 3712 | Tax withholdingCommon Stock | 21 | $57.41 | $1,205.61 |
DisclosureSEC source: 0001179110-17-008453 · edgar.xml · nonDerivative · entry 2 PERLMUTTER ROBERT D · CIK 0001065835 · Senior EVP and COO 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 28,993 F3 · shares: Represents shares withheld by the issuer to satisfy tax withholding obligations in connection with the reporting person's acquisition of shares pursuant to the ESPP on May 31, 2017. Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 21:18 UTC | MACERICH CO MAC · Entity 3712 | GrantCommon Stock | 369 | $48.80 | $18,007.20 |
DisclosureSEC source: 0001179110-17-008453 · edgar.xml · nonDerivative · entry 1 PERLMUTTER ROBERT D · CIK 0001065835 · Senior EVP and COO 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 29,014 F1 · shares: The reporting person is voluntarily reporting the acquisition of the issuer's common stock pursuant to the issuer's Employee Stock Purchase Plan ("ESPP") for the six month ESPP offering period ended May 31, 2017. This transaction is exempt pursuant to Rule 16b-3(c). F2 · price: In accordance with the ESPP, the shares were purchased at a 15% discount from the closing price of the issuer's common stock on May 31, 2017. Read SEC document |
| March 03, 2017 Filed Mar 8, 2017 01:23 UTC | MACERICH CO MAC · Entity 3712 | GrantLTIP Units · Derivative | 17,845 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-004208 · edgar.xml · derivative · entry 1 PERLMUTTER ROBERT D · CIK 0001065835 · Senior EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,963 Underlying: Common Stock · 17,845 shares Expires not disclosed F1 · security: Represents the reporting person's annual incentive award for his 2016 performance which was granted on the date designated by the Compensation Committee for all annual employee and director bonuses and awards consistent with past practice. F2 · derivative.exercise_price: Represents units of limited partnership interest in The Macerich Partnership, L.P. (the "Partnership"), of which the Issuer is the general partner, issued as compensation pursuant to the Issuer's equity based compensatory programs. Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, each LTIP Unit may be converted into a common unit of limited partnership interest in the Partnership (a "Common Unit"). Each Common Unit acquired upon conversion of a LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of the Issuer's Common Stock, except that the Issuer may, at its election, acquire each Common Unit so presented for one share of Common Stock. The rights to convert LTIP Units into Common Units and redeem Common Units do not have expiration dates. F2 · derivative.exercise_date: Represents units of limited partnership interest in The Macerich Partnership, L.P. (the "Partnership"), of which the Issuer is the general partner, issued as compensation pursuant to the Issuer's equity based compensatory programs. Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, each LTIP Unit may be converted into a common unit of limited partnership interest in the Partnership (a "Common Unit"). Each Common Unit acquired upon conversion of a LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of the Issuer's Common Stock, except that the Issuer may, at its election, acquire each Common Unit so presented for one share of Common Stock. The rights to convert LTIP Units into Common Units and redeem Common Units do not have expiration dates. F2 · derivative.expiration_date: Represents units of limited partnership interest in The Macerich Partnership, L.P. (the "Partnership"), of which the Issuer is the general partner, issued as compensation pursuant to the Issuer's equity based compensatory programs. Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, each LTIP Unit may be converted into a common unit of limited partnership interest in the Partnership (a "Common Unit"). Each Common Unit acquired upon conversion of a LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of the Issuer's Common Stock, except that the Issuer may, at its election, acquire each Common Unit so presented for one share of Common Stock. The rights to convert LTIP Units into Common Units and redeem Common Units do not have expiration dates. F3 · balance_after: In addition, the reporting person holds 28,645 shares of common stock and 85,014 limited partnership units in The Macerich Partnership, L.P., which are generally redeemable upon certain circumstances for an equal number of shares of The Macerich Company's common stock. The common stock and OP Units are held in a revocable trust of which the reporting person is the trustee. Read SEC document |
| January 23, 2017 Filed Jan 26, 2017 01:21 UTC | MACERICH CO MAC · Entity 3712 | ConversionUnits · Derivative | 24,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-001237 · edgar.xml · derivative · entry 2 PERLMUTTER ROBERT D · CIK 0001065835 · EVP, Leasing 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 85,014 Underlying: Common Stock · 24,000 shares Expires not disclosed 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 · derivative.exercise_price: The reporting person redeemed 24,000 units of limited partnership interest ("Units") of The Macerich Partnership, L.P., of which the issuer is the general partner. Units are redeemable for an equal number of shares of the issuer's common stock or, at the election of the issuer, cash equal to the fair market value of such shares. The issuer elected to redeem the reporting person's Units with common stock. Units have no expiration date. F1 · derivative.expiration_date: The reporting person redeemed 24,000 units of limited partnership interest ("Units") of The Macerich Partnership, L.P., of which the issuer is the general partner. Units are redeemable for an equal number of shares of the issuer's common stock or, at the election of the issuer, cash equal to the fair market value of such shares. The issuer elected to redeem the reporting person's Units with common stock. Units have no expiration date. Read SEC document |
| January 23, 2017 Filed Jan 26, 2017 01:21 UTC | MACERICH CO MAC · Entity 3712 | ConversionCommon Stock | 24,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-001237 · edgar.xml · nonDerivative · entry 1 PERLMUTTER ROBERT D · CIK 0001065835 · EVP, Leasing 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 28,645 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: The reporting person redeemed 24,000 units of limited partnership interest ("Units") of The Macerich Partnership, L.P., of which the issuer is the general partner. Units are redeemable for an equal number of shares of the issuer's common stock or, at the election of the issuer, cash equal to the fair market value of such shares. The issuer elected to redeem the reporting person's Units with common stock. Units have no expiration date. Read SEC document |
| January 17, 2017 Filed Jan 17, 2017 10:07 UTC | Chatham Lodging Trust CLDT · Entity 5297 | GrantCommon Shares | 4,796 | $20.85 | $99,996.60 |
DisclosureSEC source: 0001476045-17-000027 · wf-form4_148466565463077.xml · nonDerivative · entry 1 PERLMUTTER ROBERT D · CIK 0001065835 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,824 F1 · security: Represents a grant of 4,796 common shares to the reporting person on January 17, 2017 as payment for serving on the board of trustees of Chatham Lodging Trust (the "Company") in 2016. The share grant comprises the share-based portion of the Company's previously disclosed annual compensation to its trustees for fiscal year 2016. Each independent trustee receives at least 50% of their annual fee in the form of shares of the company, but may elect to receive up to 100% of their annual fee in shares. Per-share value is the average of the closing prices for the Company's common shares on the New York Stock Exchange for the last ten trading days of 2016. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 01:17 UTC | MACERICH CO MAC · Entity 3712 | SaleCommon Stock | 1,500 | $70.79 | $106,182.00 |
DisclosureSEC source: 0001179110-17-000409 · edgar.xml · nonDerivative · entry 1 PERLMUTTER ROBERT D · CIK 0001065835 · Senior EVP and COO 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 4,645 F1 · kind: The sales reported were automatic pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 9, 2016. F2 · price: The sales price ranged from $70.38 to $71.19. Read SEC document |
| January 01, 2017 Filed Jan 5, 2017 01:17 UTC | MACERICH CO MAC · Entity 3712 | GrantLTIP Units · Derivative | 7,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-000409 · edgar.xml · derivative · entry 2 PERLMUTTER ROBERT D · CIK 0001065835 · Senior EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,118 Underlying: Common Stock · 7,058 shares Expires not disclosed F3 · security: Represents units of limited partnership interest in The Macerich Partnership, L.P. (the "Partnership"), of which the Issuer is the general partner, issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and time vesting, each LTIP Unit may be converted into a common unit of limited partnership interest in the Partnership (a "Common Unit"). Each Common Unit acquired upon conversion of a LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of the Issuer's Common Stock, except that the Issuer may, at its election, acquire each Common Unit so presented for one share of Common Stock. The rights to convert LTIP Units into Common Units and redeem Common Units do not have expiration dates. F3 · derivative.exercise_price: Represents units of limited partnership interest in The Macerich Partnership, L.P. (the "Partnership"), of which the Issuer is the general partner, issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and time vesting, each LTIP Unit may be converted into a common unit of limited partnership interest in the Partnership (a "Common Unit"). Each Common Unit acquired upon conversion of a LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of the Issuer's Common Stock, except that the Issuer may, at its election, acquire each Common Unit so presented for one share of Common Stock. The rights to convert LTIP Units into Common Units and redeem Common Units do not have expiration dates. F3 · derivative.exercise_date: Represents units of limited partnership interest in The Macerich Partnership, L.P. (the "Partnership"), of which the Issuer is the general partner, issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and time vesting, each LTIP Unit may be converted into a common unit of limited partnership interest in the Partnership (a "Common Unit"). Each Common Unit acquired upon conversion of a LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of the Issuer's Common Stock, except that the Issuer may, at its election, acquire each Common Unit so presented for one share of Common Stock. The rights to convert LTIP Units into Common Units and redeem Common Units do not have expiration dates. F4 · derivative.exercise_date: LTIP Units vest one-third on December 29, 2017, one-third on December 31, 2018 and one-third on December 31, 2019. F3 · derivative.expiration_date: Represents units of limited partnership interest in The Macerich Partnership, L.P. (the "Partnership"), of which the Issuer is the general partner, issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and time vesting, each LTIP Unit may be converted into a common unit of limited partnership interest in the Partnership (a "Common Unit"). Each Common Unit acquired upon conversion of a LTIP Unit may be presented for redemption, at the election of the holder, for cash equal to the then fair market value of a share of the Issuer's Common Stock, except that the Issuer may, at its election, acquire each Common Unit so presented for one share of Common Stock. The rights to convert LTIP Units into Common Units and redeem Common Units do not have expiration dates. F5 · balance_after: In addition, the reporting person holds 109,014 limited partnership units in the Partnership through a revocable trust, which are generally redeemable upon certain circumstances for an equal number of shares of The Macerich Company's common stock. Read SEC document |
| December 07, 2016 Filed Dec 10, 2016 00:02 UTC | MACERICH CO MAC · Entity 3712 | SaleCommon Stock | 1,500 | $70.00 | $105,000.00 |
DisclosureSEC source: 0001179110-16-032776 · edgar.xml · nonDerivative · entry 1 PERLMUTTER ROBERT D · CIK 0001065835 · Senior EVP and COO 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 6,145 F1 · kind: The sales reported were automatic pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 9, 2016. F2 · balance_after: In addition, the reporting person holds the following limited partnership units in The Macerich Partnership, L.P., of which the issuer is the general partner, which are generally redeemable upon certain circumstances for an equal number of shares of The Macerich Company's common stock: 109,014 OP Units and 8,060 unvested service-based LTIP Units. Read SEC document |
| November 30, 2016 Filed Dec 3, 2016 01:14 UTC | MACERICH CO MAC · Entity 3712 | Tax withholdingCommon Stock | 9 | $67.89 | $611.01 |
DisclosureSEC source: 0001179110-16-032355 · edgar.xml · nonDerivative · entry 2 PERLMUTTER ROBERT D · CIK 0001065835 · Senior EVP and COO 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 7,645 F3 · shares: Represents shares withheld by the issuer to satisfy tax withholding obligations in connection with the reporting person's acquisition of shares pursuant to the ESPP on November 30, 2016. Read SEC document |
| November 30, 2016 Filed Dec 3, 2016 01:14 UTC | MACERICH CO MAC · Entity 3712 | GrantCommon Stock | 151 | $57.71 | $8,714.21 |
DisclosureSEC source: 0001179110-16-032355 · edgar.xml · nonDerivative · entry 1 PERLMUTTER ROBERT D · CIK 0001065835 · Senior EVP and COO 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 7,654 F1 · shares: The reporting person is voluntarily reporting the acquisition of the issuer's common stock pursuant to the issuer's Employee Stock Purchase Plan ("ESPP") for the six month ESPP offering period ended November 30, 2016. This transaction is exempt pursuant to Rule 16b-3(c). F2 · price: In accordance with the ESPP, the shares were purchased at a 15% discount from the closing price of the issuer's common stock on November 30, 2016. Read SEC document |
| November 11, 2016 Filed Nov 14, 2016 23:54 UTC | MACERICH CO MAC · Entity 3712 | SaleCommon Stock | 1,400 | $70.00 | $98,000.00 |
DisclosureSEC source: 0001179110-16-031549 · edgar.xml · nonDerivative · entry 2 PERLMUTTER ROBERT D · CIK 0001065835 · Senior EVP and COO 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 7,503 F1 · kind: The sales reported were automatic pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 9, 2016. F2 · balance_after: In addition, the reporting person holds the following limited partnership units in The Macerich Partnership, L.P., of which the issuer is the general partner, which are generally redeemable upon certain circumstances for an equal number of shares of The Macerich Company's common stock: 109,014 OP Units and 8,060 unvested service-based LTIP Units. Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 23:54 UTC | MACERICH CO MAC · Entity 3712 | SaleCommon Stock | 100 | $70.00 | $7,000.00 |
DisclosureSEC source: 0001179110-16-031549 · edgar.xml · nonDerivative · entry 1 PERLMUTTER ROBERT D · CIK 0001065835 · Senior EVP and COO 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 8,903 F1 · kind: The sales reported were automatic pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 9, 2016. Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 00:32 UTC | MACERICH CO MAC · Entity 3712 | SaleCommon Stock | 1,500 | $79.45 | $119,182.35 |
DisclosureSEC source: 0001179110-16-030397 · edgar.xml · nonDerivative · entry 1 PERLMUTTER ROBERT D · CIK 0001065835 · Senior EVP and COO 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 9,003 F1 · kind: The sales reported were automatic pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 9, 2016. F2 · price: The sales price ranged from $78.94 to $80.52. F3 · balance_after: In addition, the reporting person holds the following limited partnership units in The Macerich Partnership, L.P., of which the issuer is the general partner, which are generally redeemable upon certain circumstances for an equal number of shares of The Macerich Company's common stock: 54,178 OP Units; 54,836 vested LTIP Units and 8,060 unvested service-based LTIP Units. 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.