Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APARTMENT INVESTMENT & MANAGEMENT COAIV · Entity 5661 | Director | May 29, 2020 | June 02, 2020 |
| Apartment Income REIT, L.P.N/A · Entity 89388 | Director | April 28, 2020 | April 29, 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 May 29, 2020 · Filed June 02, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 2,427 |
Reported balance
After 2020-05-29 transaction · row 1
1 source rowRow 1 · 2020-05-29 · Purchase · Acquired 27 · Balance 2,427 F1: The shares were acquired through dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were acquired through dividend reinvestment.
Apartment Income REIT, L.P.
Report date April 28, 2020 · Filed April 29, 2020
This filing explicitly reported no securities owned.
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 9,412 · 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. |
| LTIP Units of Apartment Income REIT, L.P.SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-06-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-06-28 · Disposition to issuer · Disposed 12,301 · Balance 0 F3: Pursuant to the Seventh Amended and Restated Agreement of Limited Partnership (the "Partnership Agreement") of Apartment Income REIT, L.P. ("AIR LP"), a holder of LTIP Units had the right to convert all or a portion of such holder's vested LTIP Units into Partnership Common Units (as such term is defined in the Partnership Agreement). Pursuant to the Partnership Agreement, holders of Partnership Common Units had the right to require AIR LP to redeem such holder's Partnership Common Units, which redemption may have been for Class A Common Stock of Apartment Income REIT Corp. or a cash amount equal to the value of such shares of Class A Common Stock pursuant to the formula set forth in the Partnership Agreement. In connection with the Merger Agreement, such LTIP Units are no longer redeemable for Class A Common Stock and now are only redeemable for cash based on the value of AIR LP Partnership Common Units, as determined by an amendment to the Partnership Agreement. 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"). F4: The LTIP Units are fully vested. F5: The LTIP Units do not expire. |
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.
F3: Pursuant to the Seventh Amended and Restated Agreement of Limited Partnership (the "Partnership Agreement") of Apartment Income REIT, L.P. ("AIR LP"), a holder of LTIP Units had the right to convert all or a portion of such holder's vested LTIP Units into Partnership Common Units (as such term is defined in the Partnership Agreement). Pursuant to the Partnership Agreement, holders of Partnership Common Units had the right to require AIR LP to redeem such holder's Partnership Common Units, which redemption may have been for Class A Common Stock of Apartment Income REIT Corp. or a cash amount equal to the value of such shares of Class A Common Stock pursuant to the formula set forth in the Partnership Agreement. In connection with the Merger Agreement, such LTIP Units are no longer redeemable for Class A Common Stock and now are only redeemable for cash based on the value of AIR LP Partnership Common Units, as determined by an amendment to the Partnership Agreement.
F4: The LTIP Units are fully vested.
F5: The LTIP Units do not expire.
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 21:48 UTC | Apartment Income REIT Corp. AIRC · Entity 89218 | Disposition to issuerLTIP Units of Apartment Income REIT, L.P. · Derivative | 12,301 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-24-032289 · form4.xml · derivative · entry 2 Rayis John D · CIK 0001810639 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Partnership Common Units · 12,301 shares Expires not disclosed F3 · derivative.exercise_price: Pursuant to the Seventh Amended and Restated Agreement of Limited Partnership (the "Partnership Agreement") of Apartment Income REIT, L.P. ("AIR LP"), a holder of LTIP Units had the right to convert all or a portion of such holder's vested LTIP Units into Partnership Common Units (as such term is defined in the Partnership Agreement). Pursuant to the Partnership Agreement, holders of Partnership Common Units had the right to require AIR LP to redeem such holder's Partnership Common Units, which redemption may have been for Class A Common Stock of Apartment Income REIT Corp. or a cash amount equal to the value of such shares of Class A Common Stock pursuant to the formula set forth in the Partnership Agreement. In connection with the Merger Agreement, such LTIP Units are no longer redeemable for Class A Common Stock and now are only redeemable for cash based on the value of AIR LP Partnership Common Units, as determined by an amendment to the Partnership Agreement. 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"). F3 · price: Pursuant to the Seventh Amended and Restated Agreement of Limited Partnership (the "Partnership Agreement") of Apartment Income REIT, L.P. ("AIR LP"), a holder of LTIP Units had the right to convert all or a portion of such holder's vested LTIP Units into Partnership Common Units (as such term is defined in the Partnership Agreement). Pursuant to the Partnership Agreement, holders of Partnership Common Units had the right to require AIR LP to redeem such holder's Partnership Common Units, which redemption may have been for Class A Common Stock of Apartment Income REIT Corp. or a cash amount equal to the value of such shares of Class A Common Stock pursuant to the formula set forth in the Partnership Agreement. In connection with the Merger Agreement, such LTIP Units are no longer redeemable for Class A Common Stock and now are only redeemable for cash based on the value of AIR LP Partnership Common Units, as determined by an amendment to the Partnership Agreement. F4 · derivative.exercise_date: The LTIP Units are fully vested. F5 · derivative.expiration_date: The LTIP Units do not expire. Read SEC document |
| June 28, 2024 Filed Jul 2, 2024 21:48 UTC | Apartment Income REIT Corp. AIRC · Entity 89218 | Disposition to issuerClass A Common Stock | 9,412 | $39.12 | $368,197.44 |
DisclosureSEC source: 0001140361-24-032289 · form4.xml · nonDerivative · entry 1 Rayis John D · CIK 0001810639 · 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 19:25 UTC | Apartment Income REIT Corp. AIRC · Entity 89218 | GrantLTIP Units of Apartment Income REIT, L.P. · Derivative | 5,051 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-001793 · form4.xml · derivative · entry 2 Rayis John D · CIK 0001810639 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,301 Underlying: Partnership Common Units · 5,051 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Seventh Amended and Restated Agreement of Limited Partnership of Apartment Income REIT, L.P. (the "Partnership Agreement"), a holder of LTIP Units has the right to convert all or a portion of such holder's vested LTIP Units into Partnership Common Units (as such term is defined in the Partnership Agreement). Pursuant to the Partnership Agreement, holders of Partnership Common Units have the right to require Apartment Income REIT, L.P. to redeem such holder's Partnership Common Units, which redemption may be for Class A Common Stock of Apartment Income REIT Corp. or a cash amount equal to the value of such shares of Class A Common Stock pursuant to the formula set forth in the Partnership Agreement. The form of currency upon redemption is determined in the sole discretion of Apartment Income REIT, L.P. F4 · price: Award for director compensation; price column not applicable. F2 · derivative.exercise_date: The LTIP Units vest immediately. F3 · derivative.expiration_date: The LTIP Units do not expire. Read SEC document |
| March 17, 2023 Filed Mar 21, 2023 16:15 UTC | Apartment Income REIT Corp. AIRC · Entity 89218 | PurchaseClass A Common Stock | 1,000 | $34.48 | $34,480.00 |
DisclosureSEC source: 0001062993-23-007375 · form4.xml · nonDerivative · entry 1 Rayis John D · CIK 0001810639 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,412 F1 · balance_after: In addition to the 9,412 shares held directly, the reporting person holds 7,250 LTIP Units of Apartment Income REIT, L.P. Pursuant to the Seventh Amended and Restated Agreement of Limited Partnership of Apartment Income REIT, L.P. (the "Partnership Agreement"), a holder of LTIP Units has the right to convert all or a portion of such holder's vested LTIP Units into Partnership Common Units (as such term is defined in the Partnership Agreement). Pursuant to the Partnership Agreement, holders of Partnership Common Units have the right to require Apartment Income REIT, L.P. to redeem such holder's Partnership Common Units, which redemption may be for Class A Common Stock of Apartment Income REIT Corp. or a cash amount equal to the value of such shares of Class A Common Stock pursuant to the formula set forth in the Partnership Agreement. The form of currency upon redemption is determined in the sole discretion of Apartment Income REIT, L.P. Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 18:19 UTC | Apartment Income REIT Corp. AIRC · Entity 89218 | GrantLTIP Units of Apartment Income REIT, L.P. · Derivative | 4,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-002029 · form4.xml · derivative · entry 2 Rayis John D · CIK 0001810639 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,250 Underlying: Partnership Common Units · 4,250 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Seventh Amended and Restated Agreement of Limited Partnership of Apartment Income REIT, L.P. (the "Partnership Agreement"), a holder of LTIP Units has the right to convert all or a portion of such holder's vested LTIP Units into Partnership Common Units (as such term is defined in the Partnership Agreement). Pursuant to the Partnership Agreement, holders of Partnership Common Units have the right to require Apartment Income REIT, L.P. to redeem such holder's Partnership Common Units, which redemption may be for Class A Common Stock of Apartment Income REIT Corp. or a cash amount equal to the value of such shares of Class A Common Stock pursuant to the formula set forth in the Partnership Agreement. The form of currency upon redemption is determined in the sole discretion of Apartment Income REIT, L.P. F4 · price: Award for director compensation; price column not applicable. F2 · derivative.exercise_date: The LTIP Units vest immediately. F3 · derivative.expiration_date: The LTIP Units do not expire. Read SEC document |
| May 05, 2022 Filed May 9, 2022 17:11 UTC | Apartment Income REIT Corp. AIRC · Entity 89218 | PurchaseClass A Common Stock | 1,000 | $46.80 | $46,801.90 |
DisclosureSEC source: 0001062993-22-011913 · form4.xml · nonDerivative · entry 1 Rayis John D · CIK 0001810639 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,412 F1 · balance_after: In addition to the 8,412 shares held directly, the reporting person holds 3,000 LTIP Units of Apartment Income REIT, L.P. Pursuant to the Seventh Amended and Restated Agreement of Limited Partnership of Apartment Income REIT, L.P. (the "Partnership Agreement"), a holder of LTIP Units has the right to convert all or a portion of such holder's vested LTIP Units into Partnership Common Units (as such term is defined in the Partnership Agreement). Pursuant to the Partnership Agreement, holders of Partnership Common Units have the right to require Apartment Income REIT, L.P. to redeem such holder's Partnership Common Units, which redemption may be for Class A Common Stock of Apartment Income REIT Corp. or a cash amount equal to the value of such shares of Class A Common Stock pursuant to the formula set forth in the Partnership Agreement. The form of currency upon redemption is determined in the sole discretion of Apartment Income REIT, L.P. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 18:29 UTC | Apartment Income REIT Corp. AIRC · Entity 89218 | PurchaseClass A Common Stock | 500 | $50.52 | $25,260.75 |
DisclosureSEC source: 0001062993-22-006718 · form4.xml · nonDerivative · entry 1 Rayis John D · CIK 0001810639 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,412 F1 · balance_after: In addition to the 7,412 shares held directly, the reporting person holds 3,000 LTIP Units. Pursuant to the Seventh Amended and Restated Agreement of Limited Partnership of Apartment Income REIT, L.P. (the "Partnership Agreement"), a holder of LTIP Units has the right to convert all or a portion of such holder's vested LTIP Units into Partnership Common Units (as such term is defined in the Partnership Agreement). Pursuant to the Partnership Agreement, holders of Partnership Common Units have the right to require Apartment Income REIT, L.P. to redeem such holder's Partnership Common Units, which redemption may be for Class A Common Stock of Apartment Income REIT Corp. or a cash amount equal to the value of such shares of Class A Common Stock pursuant to the formula set forth in the Partnership Agreement. The form of currency upon redemption is determined in the sole discretion of Apartment Income REIT, L.P. Read SEC document |
| February 18, 2022 Filed Feb 22, 2022 17:02 UTC | Apartment Income REIT Corp. AIRC · Entity 89218 | PurchaseClass A Common Stock | 500 | $51.44 | $25,720.40 |
DisclosureSEC source: 0001062993-22-005172 · form4.xml · nonDerivative · entry 1 Rayis John D · CIK 0001810639 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,912 F1 · balance_after: In addition to the 6,912 shares held directly, the reporting person holds 3,000 LTIP Units. Pursuant to the Seventh Amended and Restated Agreement of Limited Partnership of Apartment Income REIT, L.P. (the "Partnership Agreement"), a holder of LTIP Units has the right to convert all or a portion of such holder's vested LTIP Units into Partnership Common Units (as such term is defined in the Partnership Agreement). Pursuant to the Partnership Agreement, holders of Partnership Common Units have the right to require Apartment Income REIT, L.P. to redeem such holder's Partnership Common Units, which redemption may be for Class A Common Stock of Apartment Income REIT Corp. or a cash amount equal to the value of such shares of Class A Common Stock pursuant to the formula set forth in the Partnership Agreement. The form of currency upon redemption is determined in the sole discretion of Apartment Income REIT, L.P. Read SEC document |
| February 04, 2022 Filed Feb 14, 2022 17:34 UTC | Apartment Income REIT Corp. AIRC · Entity 89218 | GrantLTIP Units of Apartment Income REIT, L.P. · Derivative | 3,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-22-004307 · form4.xml · derivative · entry 2 Rayis John D · CIK 0001810639 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Partnership Common Units · 3,000 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Seventh Amended and Restated Agreement of Limited Partnership of Apartment Income REIT, L.P. (the "Partnership Agreement"), a holder of LTIP Units has the right to convert all or a portion of such holder's vested LTIP Units into Partnership Common Units (as such term is defined in the Partnership Agreement). Pursuant to the Partnership Agreement, holders of Partnership Common Units have the right to require Apartment Income REIT, L.P. to redeem such holder's Partnership Common Units, which redemption may be for Class A Common Stock of Apartment Income REIT Corp. or a cash amount equal to the value of such shares of Class A Common Stock pursuant to the formula set forth in the Partnership Agreement. The form of currency upon redemption is determined in the sole discretion of Apartment Income REIT, L.P. F4 · price: Award for director compensation; price column not applicable. F2 · derivative.exercise_date: The LTIP Units vest immediately. F3 · derivative.expiration_date: The LTIP Units do not expire. Read SEC document |
| January 25, 2021 Filed Jan 27, 2021 19:19 UTC | Apartment Income REIT Corp. AIRC · Entity 89218 | GrantClass A Common Stock | 4,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001349659-21-000008 · edgar.xml · nonDerivative · entry 1 Rayis John D · CIK 0001810639 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,412 F1 · price: Award for director compensation; price column not applicable. Read SEC document |
| May 29, 2020 Filed Jun 2, 2020 22:21 UTC | APARTMENT INVESTMENT & MANAGEMENT CO AIV · Entity 5661 | PurchaseClass A Common Stock | 27 | $36.63 | $989.01 |
DisclosureSEC source: 0001397191-20-000015 · edgar.xml · nonDerivative · entry 1 Rayis John D · CIK 0001810639 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,427 F1 · shares: The shares were acquired through dividend reinvestment. Read SEC document |
| April 28, 2020 Filed Apr 29, 2020 23:25 UTC | APARTMENT INVESTMENT & MANAGEMENT CO AIV · Entity 5661 | GrantClass A Common Stock | 2,400 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001397191-20-000013 · edgar.xml · nonDerivative · entry 1 Rayis John D · CIK 0001810639 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,400 F1 · price: Award for director compensation; price column not applicable. 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.