Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Curbline Properties Corp.CURB · Entity 1543 | Director | October 15, 2024 | October 17, 2024 |
| SITE Centers Corp.SITC · Entity 6497 | Director | August 15, 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.
Curbline Properties Corp.
Report date October 15, 2024 · Filed October 17, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,096 |
Reported balance
After 2024-10-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-10-15 · Grant · Acquired 12,948 · Balance 36,096 F1: Represents a grant of service-based restricted stock that generally vests in substantially equal amounts on each of the first three anniversaries of the date of grant. F2: Includes 23,148 shares of common stock of the Issuer acquired in a pro rata distribution of Issuer common stock from SITE Centers Corp. ("SITE Centers") in connection with the spin-off of the Issuer from SITE Centers on October 1, 2024. Such amount of shares is estimated as of October 15, 2024 based on preliminary information regarding the spin-off. Final amounts, if different, will be reported in a subsequent filing. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of service-based restricted stock that generally vests in substantially equal amounts on each of the first three anniversaries of the date of grant.
F2: Includes 23,148 shares of common stock of the Issuer acquired in a pro rata distribution of Issuer common stock from SITE Centers Corp. ("SITE Centers") in connection with the spin-off of the Issuer from SITE Centers on October 1, 2024. Such amount of shares is estimated as of October 15, 2024 based on preliminary information regarding the spin-off. Final amounts, if different, will be reported in a subsequent filing.
SITE Centers Corp.
Report date August 15, 2024 · Filed August 19, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 46,298 |
Reported balance
After 2024-08-15 transaction · row 1
1 source rowRow 1 · 2024-08-15 · Grant · Acquired 1,923 · Balance 46,298 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CarLotz, Inc.
Report date December 09, 2022 · Filed December 12, 2022
Section 16 reporting ended · disclosed 2022-12-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-12-09 transaction · row 1
1 source rowRow 1 · 2022-12-09 · Disposition to issuer · Disposed 30,049 · Balance 0 F1: Disposed of in accordance with the terms of the Agreement and Plan of Merger, dated as of August 9, 2022 (the "Merger Agreement"), by and among the Issuer, Shift Technologies, Inc. ("Shift") and Shift Remarketing Operations, Inc. ("Merger Sub"), pursuant to which, on December 9, 2022 (the "Effective Time"), among other things, Merger Sub merged with and into the Issuer, with the Issuer continuing as the surviving corporation and a wholly owned subsidiary of Shift (the "Merger"). F2: (Continued from Footnote 1) In accordance with the terms of the Merger Agreement, at the Effective Time of the Merger, each issued and outstanding share of Class A Common Stock of the Issuer (other than shares of Issuer Common Stock held in treasury by the Issuer and not on behalf of a third party) (the "CarLotz Common Stock") was converted automatically into the right to receive 0.705241 (the "Exchange Ratio") of a duly authorized, validly issued, fully paid and nonassessable share of Class A common stock of Shift (the "Shift Common Stock"), rounded up to the nearest whole share for any fractional share of Shift Common Stock that would be issued to any holder of CarLotz Common Stock after aggregating all fractional shares of Shift Common Stock that would otherwise be received by such holder resulting from the calculation. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-12-09 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-12-09 · Disposition to issuer · Disposed 217,665 · Balance 0 F3: At the Effective Time, each time-based restricted stock unit (excluding Company Earnout Acquiror RSUs (as defined in the Merger Agreement)) ("RSU") that was outstanding immediately prior to the Effective Time and to the extent vested at the Effective Time pursuant to its terms, was cancelled and converted into the right to receive a number of shares of Shift Common Stock equal to the product of (i) the number of vested whole shares of CarLotz Common Stock subject to such award immediately prior to the Effective Time and (ii) the Exchange Ratio, less applicable tax withholding. Each other RSU was assumed by Shift and converted into an equivalent RSU denominated in Shift Common Stock representing the right to receive a number of shares of Shift Common Stock equal to the product of (i) the number of vested whole shares of CarLotz Common Stock subject to such award immediately prior to the Effective Time and (ii) the Exchange Ratio. F4: These restricted stock units vest on the earlier of (i) the day immediately preceding the date of the first annual meeting of stockholders following the date of grant and (ii) the first anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of in accordance with the terms of the Agreement and Plan of Merger, dated as of August 9, 2022 (the "Merger Agreement"), by and among the Issuer, Shift Technologies, Inc. ("Shift") and Shift Remarketing Operations, Inc. ("Merger Sub"), pursuant to which, on December 9, 2022 (the "Effective Time"), among other things, Merger Sub merged with and into the Issuer, with the Issuer continuing as the surviving corporation and a wholly owned subsidiary of Shift (the "Merger").
F2: (Continued from Footnote 1) In accordance with the terms of the Merger Agreement, at the Effective Time of the Merger, each issued and outstanding share of Class A Common Stock of the Issuer (other than shares of Issuer Common Stock held in treasury by the Issuer and not on behalf of a third party) (the "CarLotz Common Stock") was converted automatically into the right to receive 0.705241 (the "Exchange Ratio") of a duly authorized, validly issued, fully paid and nonassessable share of Class A common stock of Shift (the "Shift Common Stock"), rounded up to the nearest whole share for any fractional share of Shift Common Stock that would be issued to any holder of CarLotz Common Stock after aggregating all fractional shares of Shift Common Stock that would otherwise be received by such holder resulting from the calculation.
F3: At the Effective Time, each time-based restricted stock unit (excluding Company Earnout Acquiror RSUs (as defined in the Merger Agreement)) ("RSU") that was outstanding immediately prior to the Effective Time and to the extent vested at the Effective Time pursuant to its terms, was cancelled and converted into the right to receive a number of shares of Shift Common Stock equal to the product of (i) the number of vested whole shares of CarLotz Common Stock subject to such award immediately prior to the Effective Time and (ii) the Exchange Ratio, less applicable tax withholding. Each other RSU was assumed by Shift and converted into an equivalent RSU denominated in Shift Common Stock representing the right to receive a number of shares of Shift Common Stock equal to the product of (i) the number of vested whole shares of CarLotz Common Stock subject to such award immediately prior to the Effective Time and (ii) the Exchange Ratio.
F4: These restricted stock units vest on the earlier of (i) the day immediately preceding the date of the first annual meeting of stockholders following the date of grant and (ii) the first anniversary of the date of grant.
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 |
|---|---|---|---|---|---|---|
| October 15, 2024 Filed Oct 17, 2024 20:05 UTC | Curbline Properties Corp. CURB · Entity 1543 | GrantCommon Stock | 12,948 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-115296 · ownership.xml · nonDerivative · entry 1 Abraham Linda B. · CIK 0001755461 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,096 F1 · shares: Represents a grant of service-based restricted stock that generally vests in substantially equal amounts on each of the first three anniversaries of the date of grant. F2 · balance_after: Includes 23,148 shares of common stock of the Issuer acquired in a pro rata distribution of Issuer common stock from SITE Centers Corp. ("SITE Centers") in connection with the spin-off of the Issuer from SITE Centers on October 1, 2024. Such amount of shares is estimated as of October 15, 2024 based on preliminary information regarding the spin-off. Final amounts, if different, will be reported in a subsequent filing. Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 20:05 UTC | SITE Centers Corp. SITC · Entity 6497 | GrantCommon Stock | 1,923 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-098501 · ownership.xml · nonDerivative · entry 1 Abraham Linda B. · CIK 0001755461 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,298 Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:05 UTC | SITE Centers Corp. SITC · Entity 6497 | GrantCommon Stock | 2,007 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-061612 · ownership.xml · nonDerivative · entry 1 Abraham Linda B. · CIK 0001755461 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,375.0715 F1 · balance_after: Includes 386.9635 shares acquired in an exempt transaction since the Reporting Person's last report under the Issuer's dividend reinvestment plan. Read SEC document |
| December 09, 2022 Filed Dec 12, 2022 21:39 UTC | CarLotz, Inc. LOTZ · Entity 121687 | Disposition to issuerRestricted Stock Units · Derivative | 217,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-079256 · ownership.xml · derivative · entry 2 Abraham Linda B. · CIK 0001755461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 217,665 shares Expires not disclosed F3 · derivative.exercise_price: At the Effective Time, each time-based restricted stock unit (excluding Company Earnout Acquiror RSUs (as defined in the Merger Agreement)) ("RSU") that was outstanding immediately prior to the Effective Time and to the extent vested at the Effective Time pursuant to its terms, was cancelled and converted into the right to receive a number of shares of Shift Common Stock equal to the product of (i) the number of vested whole shares of CarLotz Common Stock subject to such award immediately prior to the Effective Time and (ii) the Exchange Ratio, less applicable tax withholding. Each other RSU was assumed by Shift and converted into an equivalent RSU denominated in Shift Common Stock representing the right to receive a number of shares of Shift Common Stock equal to the product of (i) the number of vested whole shares of CarLotz Common Stock subject to such award immediately prior to the Effective Time and (ii) the Exchange Ratio. F4 · derivative.exercise_date: These restricted stock units vest on the earlier of (i) the day immediately preceding the date of the first annual meeting of stockholders following the date of grant and (ii) the first anniversary of the date of grant. F4 · derivative.expiration_date: These restricted stock units vest on the earlier of (i) the day immediately preceding the date of the first annual meeting of stockholders following the date of grant and (ii) the first anniversary of the date of grant. Read SEC document |
| December 09, 2022 Filed Dec 12, 2022 21:39 UTC | CarLotz, Inc. LOTZ · Entity 121687 | Disposition to issuerClass A Common Stock | 30,049 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-22-079256 · ownership.xml · nonDerivative · entry 1 Abraham Linda B. · CIK 0001755461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of in accordance with the terms of the Agreement and Plan of Merger, dated as of August 9, 2022 (the "Merger Agreement"), by and among the Issuer, Shift Technologies, Inc. ("Shift") and Shift Remarketing Operations, Inc. ("Merger Sub"), pursuant to which, on December 9, 2022 (the "Effective Time"), among other things, Merger Sub merged with and into the Issuer, with the Issuer continuing as the surviving corporation and a wholly owned subsidiary of Shift (the "Merger"). F2 · price: (Continued from Footnote 1) In accordance with the terms of the Merger Agreement, at the Effective Time of the Merger, each issued and outstanding share of Class A Common Stock of the Issuer (other than shares of Issuer Common Stock held in treasury by the Issuer and not on behalf of a third party) (the "CarLotz Common Stock") was converted automatically into the right to receive 0.705241 (the "Exchange Ratio") of a duly authorized, validly issued, fully paid and nonassessable share of Class A common stock of Shift (the "Shift Common Stock"), rounded up to the nearest whole share for any fractional share of Shift Common Stock that would be issued to any holder of CarLotz Common Stock after aggregating all fractional shares of Shift Common Stock that would otherwise be received by such holder resulting from the calculation. Read SEC document |
| June 02, 2022 Filed Jun 6, 2022 21:43 UTC | CarLotz, Inc. LOTZ · Entity 121687 | GrantRestricted Stock Units · Derivative | 217,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-068700 · tm2217852-1_4seq1.xml · derivative · entry 3 Abraham Linda B. · CIK 0001755461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,665 Underlying: Class A Common Stock · 217,665 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Class A common stock. F3 · derivative.exercise_date: These Restricted Stock Units vest on the earlier of (i) the day immediately preceding the date of the first annual meeting of stockholders following the date of grant and (ii) the first anniversary of the date of grant. F3 · derivative.expiration_date: These Restricted Stock Units vest on the earlier of (i) the day immediately preceding the date of the first annual meeting of stockholders following the date of grant and (ii) the first anniversary of the date of grant. Read SEC document |
| June 02, 2022 Filed Jun 6, 2022 21:43 UTC | CarLotz, Inc. LOTZ · Entity 121687 | Exercise / conversionRestricted Stock Units · Derivative | 24,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-068700 · tm2217852-1_4seq1.xml · derivative · entry 2 Abraham Linda B. · CIK 0001755461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 24,770 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. F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Class A common stock. F3 · derivative.exercise_date: These Restricted Stock Units vest on the earlier of (i) the day immediately preceding the date of the first annual meeting of stockholders following the date of grant and (ii) the first anniversary of the date of grant. F3 · derivative.expiration_date: These Restricted Stock Units vest on the earlier of (i) the day immediately preceding the date of the first annual meeting of stockholders following the date of grant and (ii) the first anniversary of the date of grant. Read SEC document |
| June 02, 2022 Filed Jun 6, 2022 21:43 UTC | CarLotz, Inc. LOTZ · Entity 121687 | Exercise / conversionClass A Common Stock | 24,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-068700 · tm2217852-1_4seq1.xml · nonDerivative · entry 1 Abraham Linda B. · CIK 0001755461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,049 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: These shares of Class A common stock reflect the settlement of Restricted Stock Units of the Issuer on June 2, 2022. Each Restricted Stock Unit is convertible into a share of Class A common stock on a 1-for-1 basis. Read SEC document |
| June 11, 2021 Filed Jun 15, 2021 06:15 UTC | CarLotz, Inc. LOTZ · Entity 121687 | GrantRestricted Stock Units · Derivative | 24,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-081105 · tm2119728-4_4seq1.xml · derivative · entry 2 Abraham Linda B. · CIK 0001755461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,770 Underlying: Class A Common Stock · 24,770 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Class A common stock. F2 · derivative.exercise_date: These Restricted Stock Units vest on the earlier of (i) the day immediately preceding the date of the first annual meeting of stockholders following the date of grant and (ii) the first anniversary of the date of grant. F2 · derivative.expiration_date: These Restricted Stock Units vest on the earlier of (i) the day immediately preceding the date of the first annual meeting of stockholders following the date of grant and (ii) the first anniversary of the date of grant. Read SEC document |
| June 11, 2021 Filed Jun 15, 2021 06:15 UTC | CarLotz, Inc. LOTZ · Entity 121687 | GrantClass A Common Stock | 5,279 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-081105 · tm2119728-4_4seq1.xml · nonDerivative · entry 1 Abraham Linda B. · CIK 0001755461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,279 Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 21:10 UTC | SITE Centers Corp. SITC · Entity 6497 | GrantCommon Shares | 5,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-058700 · doc4.xml · nonDerivative · entry 1 Abraham Linda B. · CIK 0001755461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,964.3597 Read SEC document |
| August 17, 2020 Filed Aug 18, 2020 20:50 UTC | SITE Centers Corp. SITC · Entity 6497 | GrantCommon Shares | 6,049 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-047213 · doc4.xml · nonDerivative · entry 1 Abraham Linda B. · CIK 0001755461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,664.3597 Read SEC document |
| May 15, 2020 Filed May 19, 2020 21:00 UTC | SITE Centers Corp. SITC · Entity 6497 | GrantCommon Shares | 10,485 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-030559 · doc4.xml · nonDerivative · entry 1 Abraham Linda B. · CIK 0001755461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,615.3597 F1 · balance_after: Includes 672.5810 shares acquired in exempt transactions since the Reporting Person's last report under the Issuer's dividend reinvestment plan. Read SEC document |
| February 15, 2020 Filed Feb 18, 2020 21:14 UTC | SITE Centers Corp. SITC · Entity 6497 | GrantCommon Shares | 3,754 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010078 · doc4.xml · nonDerivative · entry 1 Abraham Linda B. · CIK 0001755461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,457.7787 F1 · balance_after: Includes 160.6751 shares acquired in an exempt transaction since the Reporting Person's last report under the Issuer's dividend reinvestment plan. Read SEC document |
| November 15, 2019 Filed Nov 19, 2019 21:14 UTC | SITE Centers Corp. SITC · Entity 6497 | GrantCommon Shares | 1,678 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-057139 · doc4.xml · nonDerivative · entry 1 Abraham Linda B. · CIK 0001755461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,543.1036 F1 · balance_after: Includes 118.0287 shares acquired in an exempt transaction since the Reporting Person's last report under the Issuer's dividend reinvestment plan. Read SEC document |
| August 15, 2019 Filed Aug 19, 2019 20:35 UTC | SITE Centers Corp. SITC · Entity 6497 | GrantCommon Shares | 1,847 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-046560 · doc4.xml · nonDerivative · entry 1 Abraham Linda B. · CIK 0001755461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,747.0749 F1 · balance_after: Includes 102.6240 shares acquired in an exempt transaction since the Reporting Person's last report under the Issuer's dividend reinvestment plan. Read SEC document |
| May 15, 2019 Filed May 17, 2019 20:07 UTC | SITE Centers Corp. SITC · Entity 6497 | GrantCommon Shares | 1,799 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-030853 · doc4.xml · nonDerivative · entry 1 Abraham Linda B. · CIK 0001755461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,797.4509 F1 · balance_after: Includes 71.4848 shares acquired in an exempt transaction since the Reporting Person's last report under the Issuer's dividend reinvestment plan. Read SEC document |
| February 15, 2019 Filed Feb 19, 2019 22:30 UTC | SITE Centers Corp. SITC · Entity 6497 | GrantCommon Shares | 1,866 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-011229 · doc4.xml · nonDerivative · entry 1 Abraham Linda B. · CIK 0001755461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,926.9661 F1 · balance_after: Includes 52.9661 shares acquired in an exempt transaction since the Reporting Person's last report under the Issuer's dividend reinvestment plan. Read SEC document |
| November 15, 2018 Filed Nov 19, 2018 21:28 UTC | SITE Centers Corp. SITC · Entity 6497 | GrantCommon Shares | 2,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-059183 · doc4.xml · nonDerivative · entry 1 Abraham Linda B. · CIK 0001755461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,008 Read SEC document |
| October 08, 2018 Filed Oct 10, 2018 18:14 UTC | SITE Centers Corp. DDR · Entity 6497 | GrantCommon Shares | 787 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-054637 · doc4.xml · nonDerivative · entry 1 Abraham Linda B. · CIK 0001755461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 787 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.