Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Alexander & Baldwin, Inc.ALEX · Entity 60571 | Director | April 23, 2024 | April 25, 2024 |
| Sunstone Hotel Investors, Inc.SHO · Entity 4497 | Director | May 01, 2020 | May 01, 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.
Alexander & Baldwin, Inc.
Report date April 23, 2024 · Filed April 25, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 39,477 |
Reported balance
After 2024-04-23 transaction · row 1
1 source rowRow 1 · 2024-04-23 · Grant · Acquired 6,749 · Balance 39,477 F1: Restricted stock units issued under the Issuer's Incentive Compensation Plan that vest on the earlier of their one-year grant date anniversary or immediately prior to the Issuer's next annual meeting of shareholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units issued under the Issuer's Incentive Compensation Plan that vest on the earlier of their one-year grant date anniversary or immediately prior to the Issuer's next annual meeting of shareholders.
Sunstone Hotel Investors, Inc.
Report date May 01, 2020 · Filed May 01, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 90,352 |
Reported balance
After 2020-05-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-05-01 · Grant · Acquired 12,470 · Balance 90,352 F1: On May 1, 2020, Sunstone Hotel Investors, Inc. granted and vested 12,470 restricted shares of common stock to the Reporting Person pursuant to its 2004 Long-Term Incentive Plan, as amended and restated May 1, 2014. F2: Number of securities rounded to the nearest whole share. |
Filing footnotes · ownership attribution and instrument terms
F1: On May 1, 2020, Sunstone Hotel Investors, Inc. granted and vested 12,470 restricted shares of common stock to the Reporting Person pursuant to its 2004 Long-Term Incentive Plan, as amended and restated May 1, 2014.
F2: Number of securities rounded to the nearest whole share.
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 |
|---|---|---|---|---|---|---|
| April 23, 2024 Filed Apr 25, 2024 13:53 UTC | Alexander & Baldwin, Inc. ALEX · Entity 60571 | GrantCommon Stock | 6,749 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-005234 · doc4.xml · nonDerivative · entry 1 LEWIS THOMAS A · CIK 0001206772 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,477 F1 · kind: Restricted stock units issued under the Issuer's Incentive Compensation Plan that vest on the earlier of their one-year grant date anniversary or immediately prior to the Issuer's next annual meeting of shareholders. Read SEC document |
| April 25, 2023 Filed Apr 27, 2023 11:49 UTC | Alexander & Baldwin, Inc. ALEX · Entity 60571 | GrantCommon Stock | 5,291 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-005046 · doc4.xml · nonDerivative · entry 1 LEWIS THOMAS A · CIK 0001206772 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,728 F1 · kind: Restricted stock units issued under the Issuer's Incentive Compensation Plan that vest on the date of Issuer's next annual meeting of shareholders. Read SEC document |
| April 26, 2022 Filed Apr 28, 2022 17:03 UTC | Alexander & Baldwin, Inc. ALEX · Entity 60571 | GrantCommon Stock | 4,669 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006233 · doc4.xml · nonDerivative · entry 1 LEWIS THOMAS A · CIK 0001206772 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,437 F1 · kind: Restricted stock units issued under the Issuer's Incentive Compensation Plan that vest on the earlier of one year from the transaction date or immediately prior to the Issuer's next annual meeting of shareholders. Read SEC document |
| April 27, 2021 Filed Apr 29, 2021 18:00 UTC | Alexander & Baldwin, Inc. ALEX · Entity 60571 | GrantCommon Stock | 5,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007249 · doc4.xml · nonDerivative · entry 1 LEWIS THOMAS A · CIK 0001206772 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,768 F1 · kind: Restricted stock units issued under the Issuer's Incentive Compensation Plan that vest on the earlier of the date of Issuer's next annual meeting of shareholders or a year from the transaction date. Read SEC document |
| May 01, 2020 Filed May 1, 2020 20:23 UTC | Sunstone Hotel Investors, Inc. SHO · Entity 4497 | GrantCommon Stock | 12,470 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-026532 · doc4.xml · nonDerivative · entry 1 LEWIS THOMAS A · CIK 0001206772 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,352 F1 · price: On May 1, 2020, Sunstone Hotel Investors, Inc. granted and vested 12,470 restricted shares of common stock to the Reporting Person pursuant to its 2004 Long-Term Incentive Plan, as amended and restated May 1, 2014. F2 · balance_after: Number of securities rounded to the nearest whole share. Read SEC document |
| April 28, 2020 Filed Apr 30, 2020 12:49 UTC | Alexander & Baldwin, Inc. ALEX · Entity 60571 | GrantCommon Stock | 7,093 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-006908 · doc4.xml · nonDerivative · entry 1 LEWIS THOMAS A · CIK 0001206772 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,748 F1 · kind: Restricted stock units issued under the Issuer's Incentive Compensation Plan that vest a year from the transaction date. Read SEC document |
| May 03, 2019 Filed May 6, 2019 20:53 UTC | Sunstone Hotel Investors, Inc. SHO · Entity 4497 | GrantCommon Stock | 6,821 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-027765 · doc4.xml · nonDerivative · entry 1 LEWIS THOMAS A · CIK 0001206772 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,882.065 F1 · price: On May 3, 2019, Sunstone Hotel Investors, Inc. granted and vested 6,821 restricted shares of common stock to the Reporting Person pursuant to its 2004 Long-Term Incentive Plan, as amended and restated May 1, 2014. Read SEC document |
| April 26, 2019 Filed Apr 30, 2019 19:40 UTC | Alexander & Baldwin, Inc. ALEX · Entity 60571 | GrantCommon Stock | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007358 · doc4.xml · nonDerivative · entry 1 LEWIS THOMAS A · CIK 0001206772 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,655 F1 · kind: Restricted stock units issued under the Issuer's Incentive Compensation Plan that vest a year from the transaction date. Read SEC document |
| May 03, 2018 Filed May 4, 2018 20:48 UTC | Sunstone Hotel Investors, Inc. SHO · Entity 4497 | GrantCommon Stock | 6,515 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-028129 · doc4.xml · nonDerivative · entry 1 LEWIS THOMAS A · CIK 0001206772 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,061.065 F1 · price: On May 3, 2018, Sunstone Hotel Investors, Inc. granted and vested 6,515 restricted shares of common stock to the Reporting Person pursuant to its 2004 Long Term Incentive Plan, as amended and restated May 1, 2014. Read SEC document |
| April 24, 2018 Filed Apr 26, 2018 17:37 UTC | Alexander & Baldwin, Inc. ALEX · Entity 60571 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008105 · doc4.xml · nonDerivative · entry 1 LEWIS THOMAS A · CIK 0001206772 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,905 F1 · kind: Restricted stock units issued under the Issuer's 2012 Incentive Compensation Plan that vest a year from the transaction date. F2 · balance_after: On 11/16/17, the Board of Directors of Alexander & Baldwin, Inc. (the "Issuer") declared a special distribution on the Issuer's shares of common stock in an aggregate amount of $783.0 million (the "Special Distribution"), payable in a combination of cash and the Issuer's common stock to shareholders of record as of the close of business on 11/29/17. In connection with the Special Distribution and pursuant to the terms of the reporting person's previously granted Issuer equity awards, such awards were adjusted to preserve their value (the "Equitable Adjustment"). This amount reflects the Equitable Adjustment made with respect to the restricted stock units included herein. Read SEC document |
| July 10, 2017 Filed Jul 12, 2017 14:23 UTC | Alexander & Baldwin, Inc. ALEX · Entity 60571 | GrantCommon Stock | 1,846 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-012570 · doc4.xml · nonDerivative · entry 1 LEWIS THOMAS A · CIK 0001206772 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,846 F1 · kind: Restricted stock units issued under the Issuer's 2012 Incentive Compensation Plan that vest in three equal annual installments beginning a year from the transaction date. Read SEC document |
| April 28, 2017 Filed May 1, 2017 23:30 UTC | Sunstone Hotel Investors, Inc. SHO · Entity 4497 | GrantCommon Stock | 6,583 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-029030 · doc4.xml · nonDerivative · entry 1 LEWIS THOMAS A · CIK 0001206772 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,546.065 F1 · price: On April 28, 2017, Sunstone Hotel Investors, Inc. granted and vested 6,583 restricted shares of common stock to the Reporting Person pursuant to its 2004 Long Term Incentive Plan, as amended and restated May 1, 2014. 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.