Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
FEDERAL REALTY INVESTMENT TRUST
Report date December 31, 2024 · Filed January 03, 2025
Section 16 reporting ended · disclosed 2025-01-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 37,553 |
Reported balance
After 2024-12-31 transaction · row 1
1 source rowRow 1 · 2024-12-31 · Tax withholding · Disposed 15,515 · Balance 37,553 F1: Reflects common shares surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects common shares surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted shares.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 31, 2024 Filed Jan 3, 2025 21:11 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | Tax withholdingCommon Shares of Beneficial Interest | 15,515 | $111.95 | $1,736,904.25 |
DisclosureSEC source: 0000034903-25-000002 · wk-form4_1735938688.xml · nonDerivative · entry 1 BERKES JEFFREY S · CIK 0001208515 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,553 F1 · kind: Reflects common shares surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted shares. Read SEC document |
| September 18, 2024 Filed Sep 20, 2024 20:08 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | SaleCommon Shares of Beneficial Interest | 18,353 | $115.73 | $2,124,056.93 |
DisclosureSEC source: 0000034903-24-000062 · wk-form4_1726862920.xml · nonDerivative · entry 1 BERKES JEFFREY S · CIK 0001208515 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,068 F1 · price: The price reported represents the weighted average sale price of the shares disposed of. The actual sale prices ranged from $115.53 to $115.86. The reporting person has provided to the Issuer, and hereby undertakes to provide upon request by the U.S. Securities and Exchange Commission staff or securities holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 12, 2024 Filed Feb 13, 2024 21:12 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | Tax withholdingCommon Shares of Beneficial Interest | 7,512 | $100.71 | $756,533.52 |
DisclosureSEC source: 0000034903-24-000034 · wk-form4_1707858715.xml · nonDerivative · entry 1 BERKES JEFFREY S · CIK 0001208515 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,421 F1 · kind: Reflects common shares surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted shares. Read SEC document |
| February 06, 2024 Filed Feb 7, 2024 21:23 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GrantCommon Shares of Beneficial Interest | 13,463 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-24-000016 · wk-form4_1707340988.xml · nonDerivative · entry 1 BERKES JEFFREY S · CIK 0001208515 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,933 Read SEC document |
| November 29, 2023 Filed Nov 30, 2023 21:32 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | SaleCommon Shares of Beneficial Interest | 4,870 | $94.86 | $461,968.20 |
DisclosureSEC source: 0000034903-23-000066 · wk-form4_1701379938.xml · nonDerivative · entry 1 BERKES JEFFREY S · CIK 0001208515 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,470 Read SEC document |
| February 12, 2023 Filed Feb 14, 2023 22:18 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | Tax withholdingCommon Shares of Beneficial Interest | 6,721 | $109.97 | $739,108.37 |
DisclosureSEC source: 0000034903-23-000035 · wf-form4_167641301489082.xml · nonDerivative · entry 1 BERKES JEFFREY S · CIK 0001208515 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,340 F1 · kind: Reflects common shares surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted shares. Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 13:51 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GrantCommon Shares of Beneficial Interest | 11,210 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-23-000026 · wf-form4_167595066617285.xml · nonDerivative · entry 1 BERKES JEFFREY S · CIK 0001208515 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,061 Read SEC document |
| February 12, 2022 Filed Feb 15, 2022 21:05 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | Tax withholdingCommon Shares of Beneficial Interest | 6,338 | $120.23 | $762,017.74 |
DisclosureSEC source: 0000034903-22-000035 · wf-form4_164495909580526.xml · nonDerivative · entry 1 BERKES JEFFREY S · CIK 0001208515 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,851 Read SEC document |
| February 09, 2022 Filed Feb 11, 2022 21:08 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GrantCommon Shares of Beneficial Interest | 9,532 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-22-000032 · wf-form4_164461369877974.xml · nonDerivative · entry 1 BERKES JEFFREY S · CIK 0001208515 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,189 Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 21:22 UTC | FEDERAL REALTY INVESTMENT TRUST FRT · Entity 3517 | GrantCommon Shares of Beneficial Interest | 22,117 | $0.00 | $0.00 |
DisclosureSEC source: 0000034903-21-000035 · wf-form4_161316488774722.xml · nonDerivative · entry 1 BERKES JEFFREY S · CIK 0001208515 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,657 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.