Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Braemar Hotels & Resorts Inc.BHR · Entity 6531 | Director | December 30, 2024 | December 31, 2024 |
| Wheeler Real Estate Investment Trust, Inc.WHLR · Entity 8666 | Director | August 08, 2024 | August 19, 2024 |
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.
Braemar Hotels & Resorts Inc.
Report date December 30, 2024 · Filed December 31, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,561 |
Reported balance
After 2024-12-30 transaction · row 1
1 source rowRow 1 · 2024-12-30 · Grant · Acquired 5,561 · Balance 5,561 F1: The Reporting Person received the shares pursuant to a stock grant from the Issuer, under the Issuer's Second Amended and Restated 2013 Equity Incentive Plan, in connection with the Reporting Person's appointment to the Issuer's Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person received the shares pursuant to a stock grant from the Issuer, under the Issuer's Second Amended and Restated 2013 Equity Incentive Plan, in connection with the Reporting Person's appointment to the Issuer's Board of Directors.
Wheeler Real Estate Investment Trust, Inc.
Report date August 08, 2024 · Filed August 19, 2024
This filing explicitly reported no securities owned.
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 30, 2024 Filed Dec 31, 2024 17:14 UTC | Braemar Hotels & Resorts Inc. BHR · Entity 6531 | GrantCommon Stock | 5,561 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-132918 · tm2432313-2_4seq1.xml · nonDerivative · entry 1 Musser Rebecca · CIK 0002034232 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,561 F1 · kind: The Reporting Person received the shares pursuant to a stock grant from the Issuer, under the Issuer's Second Amended and Restated 2013 Equity Incentive Plan, in connection with the Reporting Person's appointment to the Issuer's Board of Directors. F1 · price: The Reporting Person received the shares pursuant to a stock grant from the Issuer, under the Issuer's Second Amended and Restated 2013 Equity Incentive Plan, in connection with the Reporting Person's appointment to the Issuer's Board of Directors. 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.