Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Retail Value Inc.RVI · Entity 122267 | EVP, CFO and CAO | January 12, 2021 | January 14, 2021 |
| SITE Centers Corp.SITC · Entity 6497 | EVP & CAO | February 22, 2024 | February 26, 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.
Retail Value Inc.
Report date January 12, 2021 · Filed January 14, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 521.431 |
Reported balance
After 2021-01-12 transaction · row 1
1 source rowRow 1 · 2021-01-12 · Grant · Acquired 311.616 · Balance 521.431 F1: Shares acquired as a result of a stock dividend as of January 12, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired as a result of a stock dividend as of January 12, 2021.
SITE Centers Corp.
Report date February 22, 2024 · Filed February 26, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 85,192.2105 |
Reported balance
After 2024-02-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-02-22 · Tax withholding · Disposed 1,704 · Balance 85,192.2105 F1: Includes 216.1039 additional restricted stock units ("RSUs") accrued on an exempt basis on account of dividend equivalents reinvestment feature of an RSU award made to Ms. Vesy on September 11, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 216.1039 additional restricted stock units ("RSUs") accrued on an exempt basis on account of dividend equivalents reinvestment feature of an RSU award made to Ms. Vesy on September 11, 2021.
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 |
|---|---|---|---|---|---|---|
| February 22, 2024 Filed Feb 26, 2024 21:20 UTC | SITE Centers Corp. SITC · Entity 6497 | Tax withholdingCommon Shares | 1,704 | $14.16 | $24,128.64 |
DisclosureSEC source: 0000950170-24-020177 · ownership.xml · nonDerivative · entry 1 Vesy Christa A · CIK 0001381538 · EVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,192.2105 F1 · balance_after: Includes 216.1039 additional restricted stock units ("RSUs") accrued on an exempt basis on account of dividend equivalents reinvestment feature of an RSU award made to Ms. Vesy on September 11, 2021. Read SEC document |
| September 11, 2023 Filed Sep 13, 2023 20:10 UTC | SITE Centers Corp. SITC · Entity 6497 | Tax withholdingCommon Shares | 2,016 | $13.67 | $27,558.72 |
DisclosureSEC source: 0001209191-23-049257 · doc4.xml · nonDerivative · entry 1 Vesy Christa A · CIK 0001381538 · EVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,680.1066 F1 · balance_after: Includes 273.2216 additional restricted stock units ("RSUs") accrued on an exempt basis on account of dividend equivalents reinvestment feature of an RSU award made to Ms. Vesy on September 11, 2021. Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 21:20 UTC | SITE Centers Corp. SITC · Entity 6497 | Tax withholdingCommon Shares | 3,222 | $13.15 | $42,369.30 |
DisclosureSEC source: 0001209191-23-012699 · doc4.xml · nonDerivative · entry 2 Vesy Christa A · CIK 0001381538 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,422.885 F1 · balance_after: Includes 282.6326 additional restricted stock units ("RSUs") accrued on an exempt basis on account of dividend equivalents reinvestment feature of an RSU award made to Ms. Vesy on September 11, 2021. Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 21:20 UTC | SITE Centers Corp. SITC · Entity 6497 | GrantCommon Shares | 3,648 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-012699 · doc4.xml · nonDerivative · entry 1 Vesy Christa A · CIK 0001381538 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,644.885 Read SEC document |
| September 11, 2022 Filed Sep 13, 2022 20:10 UTC | SITE Centers Corp. SITC · Entity 6497 | Tax withholdingCommon Shares | 1,932 | $13.43 | $25,946.76 |
DisclosureSEC source: 0001209191-22-049687 · doc4.xml · nonDerivative · entry 1 Vesy Christa A · CIK 0001381538 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,714.2524 F1 · balance_after: Includes 337.1788 additional restricted stock units ("RSUs") accrued on an exempt basis on account of dividend equivalents reinvestment feature of an RSU award made to Ms. Vesy on September 11, 2021. Read SEC document |
| March 29, 2022 Filed Mar 31, 2022 20:05 UTC | SITE Centers Corp. SITC · Entity 6497 | SaleCommon Shares | 35,000 | $16.88 | $590,765.00 |
DisclosureSEC source: 0001209191-22-021746 · doc4.xml · nonDerivative · entry 1 Vesy Christa A · CIK 0001381538 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,309.0736 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.78 to $16.94, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the Staff of the Securities and Exchange Commission, upon request, with full information regarding the number of shares sold at each separate price within this range. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 21:30 UTC | SITE Centers Corp. SITC · Entity 6497 | GrantCommon Shares | 3,288 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012705 · doc4.xml · nonDerivative · entry 2 Vesy Christa A · CIK 0001381538 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,309.0736 F2 · balance_after: Annual grant of RSUs made in accordance with the terms of the executive's employment agreement. These RSUs vest ratably on the first, second and third anniversaries of the grant date. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 21:30 UTC | SITE Centers Corp. SITC · Entity 6497 | Tax withholdingCommon Shares | 5,153 | $15.48 | $79,768.44 |
DisclosureSEC source: 0001209191-22-012705 · doc4.xml · nonDerivative · entry 1 Vesy Christa A · CIK 0001381538 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,021.0736 F1 · balance_after: Includes 274.0736 additional restricted stock units ("RSUs") accrued on an exempt basis on account of dividend equivalents reinvestment feature of an RSU award made to Ms. Vesy on September 11, 2021. Read SEC document |
| September 11, 2021 Filed Sep 14, 2021 20:15 UTC | SITE Centers Corp. SITC · Entity 6497 | GrantCommon Shares | 18,807 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-055895 · doc4.xml · nonDerivative · entry 1 Vesy Christa A · CIK 0001381538 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,900 F1 · shares: Initial grant of restricted stock units ("RSUs") made in accordance with the terms of the Employment Agreement dated as of September 11, 2021. The RSUs vest in equal installments on the first, second and third anniversaries of the grant date subject generally to Ms. Vesy's continued employment with the Issuer. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 21:15 UTC | SITE Centers Corp. SITC · Entity 6497 | GrantCommon Shares | 10,176 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-013767 · doc4.xml · nonDerivative · entry 2 Vesy Christa A · CIK 0001381538 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,093 Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 21:15 UTC | SITE Centers Corp. SITC · Entity 6497 | Tax withholdingCommon Shares | 5,797 | $12.87 | $74,607.39 |
DisclosureSEC source: 0001209191-21-013767 · doc4.xml · nonDerivative · entry 1 Vesy Christa A · CIK 0001381538 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,917 Read SEC document |
| January 12, 2021 Filed Jan 14, 2021 16:35 UTC | Retail Value Inc. RVI · Entity 122267 | GrantCommon Shares | 311.616 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-003613 · doc4.xml · nonDerivative · entry 1 Vesy Christa A · CIK 0001381538 · EVP, CFO and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 521.431 F1 · shares: Shares acquired as a result of a stock dividend as of January 12, 2021. Read SEC document |
| December 28, 2020 Filed Dec 29, 2020 16:20 UTC | Retail Value Inc. RVI · Entity 122267 | SaleCommon Shares | 4,327 | $14.57 | $63,023.19 |
DisclosureSEC source: 0001209191-20-065365 · doc4.xml · nonDerivative · entry 1 Vesy Christa A · CIK 0001381538 · EVP, CFO and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209.815 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.45 to $14.66, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the Staff of the Securities and Exchange Commission, upon request, with full information regarding the number of shares sold at each separate price within this range. Read SEC document |
| February 23, 2020 Filed Feb 24, 2020 22:14 UTC | SITE Centers Corp. SITC · Entity 6497 | Tax withholdingCommon Shares | 212 | $13.19 | $2,796.28 |
DisclosureSEC source: 0001209191-20-012075 · doc4.xml · nonDerivative · entry 3 Vesy Christa A · CIK 0001381538 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,714 Read SEC document |
| February 22, 2020 Filed Feb 24, 2020 22:14 UTC | SITE Centers Corp. SITC · Entity 6497 | GrantCommon Shares | 18,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012075 · doc4.xml · nonDerivative · entry 2 Vesy Christa A · CIK 0001381538 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,926 Read SEC document |
| February 22, 2020 Filed Feb 24, 2020 22:14 UTC | SITE Centers Corp. SITC · Entity 6497 | Tax withholdingCommon Shares | 4,788 | $13.19 | $63,153.72 |
DisclosureSEC source: 0001209191-20-012075 · doc4.xml · nonDerivative · entry 1 Vesy Christa A · CIK 0001381538 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,026 Read SEC document |
| January 08, 2020 Filed Jan 10, 2020 15:04 UTC | Retail Value Inc. RVI · Entity 122267 | GrantCommon Shares | 170.09 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-003016 · doc4.xml · nonDerivative · entry 1 Vesy Christa A · CIK 0001381538 · EVP, CFO and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,536.815 F1 · shares: Shares acquired as a result of a stock dividend as of January 8, 2020. Read SEC document |
| December 01, 2019 Filed Dec 2, 2019 21:15 UTC | SITE Centers Corp. SITC · Entity 6497 | Tax withholdingCommon Shares | 558 | $14.49 | $8,085.42 |
DisclosureSEC source: 0001209191-19-058529 · doc4.xml · nonDerivative · entry 1 Vesy Christa A · CIK 0001381538 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,814 Read SEC document |
| February 23, 2019 Filed Feb 25, 2019 22:59 UTC | SITE Centers Corp. SITC · Entity 6497 | Tax withholdingCommon Shares | 212 | $13.48 | $2,857.76 |
DisclosureSEC source: 0001209191-19-013147 · doc4.xml · nonDerivative · entry 3 Vesy Christa A · CIK 0001381538 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,372 Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 22:59 UTC | SITE Centers Corp. SITC · Entity 6497 | Tax withholdingCommon Shares | 2,707 | $13.30 | $36,003.10 |
DisclosureSEC source: 0001209191-19-013147 · doc4.xml · nonDerivative · entry 2 Vesy Christa A · CIK 0001381538 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,584 Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 22:59 UTC | SITE Centers Corp. SITC · Entity 6497 | GrantCommon Shares | 22,701 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-013147 · doc4.xml · nonDerivative · entry 1 Vesy Christa A · CIK 0001381538 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,291 Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 18:03 UTC | Retail Value Inc. RVI · Entity 122267 | Tax withholdingCommon Shares | 18 | $31.22 | $561.96 |
DisclosureSEC source: 0001209191-19-013151 · doc4.xml · nonDerivative · entry 1 Vesy Christa A · CIK 0001381538 · EVP and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,366.725 Read SEC document |
| January 25, 2019 Filed Jan 29, 2019 18:01 UTC | Retail Value Inc. RVI · Entity 122267 | Tax withholdingCommon Shares | 1 | $29.81 | $29.81 |
DisclosureSEC source: 0001209191-19-005855 · doc4.xml · nonDerivative · entry 3 Vesy Christa A · CIK 0001381538 · EVP and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,384.725 Read SEC document |
| January 25, 2019 Filed Jan 29, 2019 18:01 UTC | Retail Value Inc. RVI · Entity 122267 | GrantCommon Shares | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-005855 · doc4.xml · nonDerivative · entry 2 Vesy Christa A · CIK 0001381538 · EVP and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,385.725 F1 · shares: Shares acquired as a result of a stock dividend as of January 25, 2019. Read SEC document |
| January 25, 2019 Filed Jan 29, 2019 18:01 UTC | Retail Value Inc. RVI · Entity 122267 | GrantCommon Shares | 110.725 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-005855 · doc4.xml · nonDerivative · entry 1 Vesy Christa A · CIK 0001381538 · EVP and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,382.725 F1 · shares: Shares acquired as a result of a stock dividend as of January 25, 2019. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 14:30 UTC | SITE Centers Corp. SITC · Entity 6497 | Tax withholdingCommon Shares | 229 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-000632 · doc4.xml · nonDerivative · entry 1 Vesy Christa A · CIK 0001381538 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,590 Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 09:13 UTC | Retail Value Inc. RVI · Entity 122267 | Tax withholdingCommon Shares | 23 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-000628 · doc4.xml · nonDerivative · entry 1 Vesy Christa A · CIK 0001381538 · EVP and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,272 Read SEC document |
| December 01, 2018 Filed Dec 3, 2018 21:53 UTC | SITE Centers Corp. SITC · Entity 6497 | Disposition to issuerCommon Shares | 558 | $12.44 | $6,941.52 |
DisclosureSEC source: 0001209191-18-060591 · doc4.xml · nonDerivative · entry 1 Vesy Christa A · CIK 0001381538 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,819 Read SEC document |
| June 30, 2018 Filed Jul 3, 2018 20:01 UTC | SITE Centers Corp. DDR · Entity 6497 | Tax withholdingCommon Shares | 229 | $17.90 | $4,099.10 |
DisclosureSEC source: 0001209191-18-040915 · doc4.xml · nonDerivative · entry 1 Vesy Christa A · CIK 0001381538 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,059 F1 · balance_after: On May 21, 2018, the common shares of DDR Corp. were subject to a 1-for-2 reverse stock split, resulting in the reporting person's ownership of approximately half as many shares as previously reported. The transaction reported in this report is disclosed on a split-adjusted basis. Read SEC document |
| February 23, 2018 Filed Feb 26, 2018 22:13 UTC | SITE Centers Corp. DDR · Entity 6497 | Tax withholdingCommon Shares | 343 | $7.59 | $2,603.37 |
DisclosureSEC source: 0001209191-18-013431 · doc4.xml · nonDerivative · entry 3 Vesy Christa A · CIK 0001381538 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,583 Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 22:13 UTC | SITE Centers Corp. DDR · Entity 6497 | Tax withholdingCommon Shares | 2,325 | $7.38 | $17,158.50 |
DisclosureSEC source: 0001209191-18-013431 · doc4.xml · nonDerivative · entry 2 Vesy Christa A · CIK 0001381538 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,926 Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 22:13 UTC | SITE Centers Corp. DDR · Entity 6497 | GrantCommon Shares | 26,880 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013431 · doc4.xml · nonDerivative · entry 1 Vesy Christa A · CIK 0001381538 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,251 Read SEC document |
| December 31, 2017 Filed Jan 2, 2018 23:17 UTC | SITE Centers Corp. DDR · Entity 6497 | Tax withholdingCommon Shares | 503 | $8.96 | $4,506.88 |
DisclosureSEC source: 0001209191-18-000356 · doc4.xml · nonDerivative · entry 1 Vesy Christa A · CIK 0001381538 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,371 Read SEC document |
| December 01, 2017 Filed Dec 1, 2017 22:51 UTC | SITE Centers Corp. DDR · Entity 6497 | Tax withholdingCommon Shares | 992 | $7.63 | $7,568.96 |
DisclosureSEC source: 0001209191-17-063277 · doc4.xml · nonDerivative · entry 1 Vesy Christa A · CIK 0001381538 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,874 Read SEC document |
| June 30, 2017 Filed Aug 18, 2017 21:18 UTC | SITE Centers Corp. DDR · Entity 6497 | Tax withholdingCommon Shares | 504 | $9.24 | $4,656.96 |
DisclosureSEC source: 0001209191-17-049648 · doc4.xml · nonDerivative · entry 1 Vesy Christa A · CIK 0001381538 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,866 Read SEC document |
| February 23, 2017 Filed Feb 24, 2017 21:17 UTC | SITE Centers Corp. DDR · Entity 6497 | Tax withholdingCommon Shares | 377 | $14.43 | $5,440.11 |
DisclosureSEC source: 0001209191-17-014304 · doc4.xml · nonDerivative · entry 3 Vesy Christa A · CIK 0001381538 · Interim CFO, EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,370 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:17 UTC | SITE Centers Corp. DDR · Entity 6497 | Tax withholdingCommon Shares | 1,382 | $14.57 | $20,135.74 |
DisclosureSEC source: 0001209191-17-014304 · doc4.xml · nonDerivative · entry 2 Vesy Christa A · CIK 0001381538 · Interim CFO, EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,747 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:17 UTC | SITE Centers Corp. DDR · Entity 6497 | GrantCommon Shares | 14,139 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014304 · doc4.xml · nonDerivative · entry 1 Vesy Christa A · CIK 0001381538 · Interim CFO, EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,129 Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 22:18 UTC | SITE Centers Corp. DDR · Entity 6497 | Tax withholdingCommon Shares | 1,269 | $15.27 | $19,377.63 |
DisclosureSEC source: 0001209191-17-001196 · doc4.xml · nonDerivative · entry 1 Vesy Christa A · CIK 0001381538 · Interim CFO, EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,990 Read SEC document |
| December 01, 2016 Filed Dec 2, 2016 21:33 UTC | SITE Centers Corp. DDR · Entity 6497 | GrantCommon Shares | 9,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-153040 · doc4.xml · nonDerivative · entry 1 Vesy Christa A · CIK 0001381538 · Interim CFO, EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,259 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.