Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APARTMENT INVESTMENT & MANAGEMENT COAIV · Entity 5661 | Director | January 28, 2020 | January 30, 2020 |
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.
APARTMENT INVESTMENT & MANAGEMENT CO
Report date January 28, 2020 · Filed January 30, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 44,249 |
Ending reported balance
After 2020-01-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-03-22 · Other · Acquired 20 · Balance 41,049 F1: Aimco effected a 1 for 1.03119 reverse split on February 20, 2019, and then paid a special dividend on March 22, 2019, resulting in the reporting person's ownership of 20 additional shares of Class A Common Stock. F2: Shares acquired in special dividend paid on March 22, 2019, price column not applicable. Row 2 · 2020-01-28 · Grant · Acquired 3,200 · Balance 44,249 F3: Award for director compensation; price column not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Aimco effected a 1 for 1.03119 reverse split on February 20, 2019, and then paid a special dividend on March 22, 2019, resulting in the reporting person's ownership of 20 additional shares of Class A Common Stock.
F2: Shares acquired in special dividend paid on March 22, 2019, price column not applicable.
F3: Award for director compensation; price column not applicable.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Apartment Income REIT Corp.
Report date June 28, 2024 · Filed July 02, 2024
Section 16 reporting ended · disclosed 2024-07-02. 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 2024-06-28 transaction · row 1
1 source rowRow 1 · 2024-06-28 · Disposition to issuer · Disposed 60,118 · Balance 0 F1: On June 28, 2024, the Issuer was acquired by Apex Purchaser LLC, Aries Purchaser LLC and Astro Purchaser LLC (collectively, the "Parent Entities"), pursuant to that certain Agreement and Plan of Merger entered into by and among the Issuer, the Parent Entities and Astro Merger Sub, Inc., a wholly owned subsidiary of the Parent Entities and an affiliate of Blackstone Real Estate Partners X L.P. ("Merger Sub"), dated as of April 7, 2024 (the "Merger Agreement"). Pursuant to the terms of the Merger Agreement, Merger Sub merged with and into the Issuer, with the Issuer surviving such merger as a wholly-owned subsidiary of the Parent Entities (the "Merger"). F2: At the effective time of the Merger (the "Effective Time"), each share of the Issuer's Class A common stock outstanding immediately prior to the Effective Time (other than certain excluded shares) was automatically canceled and converted into the right to receive $39.12 in cash, without interest and subject to any required withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: On June 28, 2024, the Issuer was acquired by Apex Purchaser LLC, Aries Purchaser LLC and Astro Purchaser LLC (collectively, the "Parent Entities"), pursuant to that certain Agreement and Plan of Merger entered into by and among the Issuer, the Parent Entities and Astro Merger Sub, Inc., a wholly owned subsidiary of the Parent Entities and an affiliate of Blackstone Real Estate Partners X L.P. ("Merger Sub"), dated as of April 7, 2024 (the "Merger Agreement"). Pursuant to the terms of the Merger Agreement, Merger Sub merged with and into the Issuer, with the Issuer surviving such merger as a wholly-owned subsidiary of the Parent Entities (the "Merger").
F2: At the effective time of the Merger (the "Effective Time"), each share of the Issuer's Class A common stock outstanding immediately prior to the Effective Time (other than certain excluded shares) was automatically canceled and converted into the right to receive $39.12 in cash, without interest and subject to any required withholding taxes.
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 |
|---|---|---|---|---|---|---|
| June 28, 2024 Filed Jul 2, 2024 21:47 UTC | Apartment Income REIT Corp. AIRC · Entity 89218 | Disposition to issuerClass A Common Stock | 60,118 | $39.12 | $2,351,816.16 |
DisclosureSEC source: 0001140361-24-032283 · form4.xml · nonDerivative · entry 1 KELTNER THOMAS L. · CIK 0001188274 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: On June 28, 2024, the Issuer was acquired by Apex Purchaser LLC, Aries Purchaser LLC and Astro Purchaser LLC (collectively, the "Parent Entities"), pursuant to that certain Agreement and Plan of Merger entered into by and among the Issuer, the Parent Entities and Astro Merger Sub, Inc., a wholly owned subsidiary of the Parent Entities and an affiliate of Blackstone Real Estate Partners X L.P. ("Merger Sub"), dated as of April 7, 2024 (the "Merger Agreement"). Pursuant to the terms of the Merger Agreement, Merger Sub merged with and into the Issuer, with the Issuer surviving such merger as a wholly-owned subsidiary of the Parent Entities (the "Merger"). F2 · price: At the effective time of the Merger (the "Effective Time"), each share of the Issuer's Class A common stock outstanding immediately prior to the Effective Time (other than certain excluded shares) was automatically canceled and converted into the right to receive $39.12 in cash, without interest and subject to any required withholding taxes. Read SEC document |
| January 30, 2024 Filed Feb 1, 2024 18:42 UTC | Apartment Income REIT Corp. AIRC · Entity 89218 | GrantClass A Common Stock | 4,861 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-001783 · form4.xml · nonDerivative · entry 1 KELTNER THOMAS L. · CIK 0001188274 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,118 F1 · price: Award for director compensation; price column not applicable. Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 18:01 UTC | Apartment Income REIT Corp. AIRC · Entity 89218 | GrantClass A Common Stock | 4,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-002013 · form4.xml · nonDerivative · entry 1 KELTNER THOMAS L. · CIK 0001188274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,257 F1 · price: Award for director compensation; price column not applicable. Read SEC document |
| February 04, 2022 Filed Feb 8, 2022 18:17 UTC | Apartment Income REIT Corp. AIRC · Entity 89218 | GrantClass A Common Stock | 3,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-22-003115 · form4.xml · nonDerivative · entry 1 KELTNER THOMAS L. · CIK 0001188274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,007 F1 · price: Award for director compensation; price column not applicable. Read SEC document |
| January 25, 2021 Filed Jan 27, 2021 19:12 UTC | Apartment Income REIT Corp. AIRC · Entity 89218 | GrantClass A Common Stock | 4,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001349659-21-000002 · edgar.xml · nonDerivative · entry 1 KELTNER THOMAS L. · CIK 0001188274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,007 F1 · price: Award for director compensation; price column not applicable. Read SEC document |
| January 28, 2020 Filed Jan 30, 2020 23:48 UTC | APARTMENT INVESTMENT & MANAGEMENT CO AIV · Entity 5661 | GrantClass A Common Stock | 3,200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001229384-20-000008 · edgar.xml · nonDerivative · entry 2 KELTNER THOMAS L. · CIK 0001188274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,249 F3 · price: Award for director compensation; price column not applicable. Read SEC document |
| March 22, 2019 Filed Jan 30, 2020 23:48 UTC | APARTMENT INVESTMENT & MANAGEMENT CO AIV · Entity 5661 | OtherClass A Common Stock | 20 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001229384-20-000008 · edgar.xml · nonDerivative · entry 1 KELTNER THOMAS L. · CIK 0001188274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,049 F1 · shares: Aimco effected a 1 for 1.03119 reverse split on February 20, 2019, and then paid a special dividend on March 22, 2019, resulting in the reporting person's ownership of 20 additional shares of Class A Common Stock. F2 · price: Shares acquired in special dividend paid on March 22, 2019, price column not applicable. Read SEC document |
| January 29, 2019 Filed Jan 31, 2019 23:32 UTC | APARTMENT INVESTMENT & MANAGEMENT CO AIV · Entity 5661 | GrantClass A Common Stock | 3,200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001229384-19-000006 · edgar.xml · nonDerivative · entry 1 KELTNER THOMAS L. · CIK 0001188274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,029 F1 · price: Award for director compensation; price column not applicable. Read SEC document |
| December 17, 2018 Filed Dec 17, 2018 23:40 UTC | APARTMENT INVESTMENT & MANAGEMENT CO AIV · Entity 5661 | SaleClass A Common Stock | 3,500 | $46.67 | $163,361.10 |
DisclosureSEC source: 0001229384-18-000060 · edgar.xml · nonDerivative · entry 1 KELTNER THOMAS L. · CIK 0001188274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,829 F1 · price: This is a weighted average price. The prices for which the shares were actually sold ranged from $46.66 to $46.68. The reporting person has provided to the issuer and will provide to any security holder or the staff of the Securities and Exchange Commission, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| January 30, 2018 Filed Feb 1, 2018 23:24 UTC | APARTMENT INVESTMENT & MANAGEMENT CO AIV · Entity 5661 | GrantClass A Common Stock | 3,200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001229384-18-000012 · edgar.xml · nonDerivative · entry 1 KELTNER THOMAS L. · CIK 0001188274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,329 F1 · price: Award for director compensation; price column not applicable. Read SEC document |
| December 11, 2017 Filed Dec 13, 2017 23:41 UTC | APARTMENT INVESTMENT & MANAGEMENT CO AIV · Entity 5661 | GiftClass A Common Stock | 5,638 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001229384-17-000059 · edgar.xml · nonDerivative · entry 1 KELTNER THOMAS L. · CIK 0001188274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,129 F1 · price: Charitable gift to 501c3 organization. Read SEC document |
| March 17, 2017 Filed Mar 21, 2017 22:07 UTC | APARTMENT INVESTMENT & MANAGEMENT CO AIV · Entity 5661 | Exercise / conversionStock Option (right to buy) · Derivative | 4,429 | Not disclosed Strike: $37.30 | Not disclosed |
DisclosureSEC source: 0001229384-17-000038 · edgar.xml · derivative · entry 2 KELTNER THOMAS L. · CIK 0001188274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,429 shares Expires 2017-05-01 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: Option Award for Director Compensation; price column not applicable. Read SEC document |
| March 17, 2017 Filed Mar 21, 2017 22:07 UTC | APARTMENT INVESTMENT & MANAGEMENT CO AIV · Entity 5661 | Exercise / conversionClass A Common Stock | 4,429 | $37.30 | $165,201.70 |
DisclosureSEC source: 0001229384-17-000038 · edgar.xml · nonDerivative · entry 1 KELTNER THOMAS L. · CIK 0001188274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,767 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. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 23:31 UTC | APARTMENT INVESTMENT & MANAGEMENT CO AIV · Entity 5661 | GrantClass A Common Stock | 3,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001229384-17-000010 · edgar.xml · nonDerivative · entry 1 KELTNER THOMAS L. · CIK 0001188274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,338 F1 · price: Award for director compensation; price column not applicable. Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 23:14 UTC | APARTMENT INVESTMENT & MANAGEMENT CO AIV · Entity 5661 | GiftClass A Common Stock | 5,985 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001229384-16-000134 · edgar.xml · nonDerivative · entry 1 KELTNER THOMAS L. · CIK 0001188274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,338 F1 · price: Charitable gift to 501c3 organization. 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.