Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| REALTY INCOME CORPO · Entity 3009 | See Remarks | February 12, 2024 | February 15, 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.
REALTY INCOME CORP
Report date February 12, 2024 · Filed February 15, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,691 |
Reported balance
After 2024-02-12 transaction · row 1
1 source rowRow 1 · 2024-02-12 · Grant · Acquired 6,645 · Balance 20,691 F1: Shares granted through an incentive plan; no consideration was paid. Shares vest ratably over four years. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares granted through an incentive plan; no consideration was paid. Shares vest ratably over four years.
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 12, 2024 Filed Feb 15, 2024 00:32 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 6,645 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-24-000033 · wk-form4_1707957146.xml · nonDerivative · entry 1 Nugent Sean · CIK 0001609979 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,691 F1 · shares: Shares granted through an incentive plan; no consideration was paid. Shares vest ratably over four years. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 23:21 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 1,329 | $57.42 | $76,311.18 |
DisclosureSEC source: 0000726728-24-000012 · wk-form4_1704324102.xml · nonDerivative · entry 1 Nugent Sean · CIK 0001609979 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,046 F1 · shares: This amount represents shares automatically withheld upon the vesting of 2,223 restricted shares of common stock on January 1, 2024 and is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority. F2 · price: Reflects the closing sale price of the Issuer's common stock as reported on the New York Stock Exchange on December 29, 2023. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 22:49 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 231 | $52.47 | $12,120.57 |
DisclosureSEC source: 0000726728-23-000128 · wk-form4_1700261356.xml · nonDerivative · entry 1 Nugent Sean · CIK 0001609979 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,375 F1 · shares: This amount represents shares automatically withheld upon the vesting of 448 restricted shares of common stock on November 15, 2023, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. F2 · price: Reflects the closing sale price of the Issuer's common stock as reported on the New York Stock Exchange on November 15, 2023. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 22:20 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 2,383 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-23-000030 · wf-form4_167649958818604.xml · nonDerivative · entry 1 Nugent Sean · CIK 0001609979 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,606 F1 · shares: Shares granted through an incentive plan; no consideration was paid. Shares vest ratably over four years. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 22:06 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 1,237 | $63.43 | $78,462.91 |
DisclosureSEC source: 0000726728-23-000012 · wf-form4_167286994830613.xml · nonDerivative · entry 1 Nugent Sean · CIK 0001609979 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,223 F1 · shares: This amount represents shares automatically withheld upon the vesting of 2,077 restricted shares of common stock on January 1, 2023, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. F2 · price: Reflects the closing sale price of the Issuer's common stock as reported on the New York Stock Exchange on December 30, 2022. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 21:36 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 165 | $64.74 | $10,682.10 |
DisclosureSEC source: 0000726728-22-000123 · wf-form4_166872097075235.xml · nonDerivative · entry 1 Nugent Sean · CIK 0001609979 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,460 F1 · shares: This amount represents shares automatically withheld upon the vesting of 448 restricted shares of common stock on November 15, 2022, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. F2 · price: Reflects the closing sale price of the Issuer's common stock as reported on the New York Stock Exchange on November 15, 2022. Read SEC document |
| February 14, 2022 Filed Feb 16, 2022 22:16 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 2,242 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-22-000026 · wf-form4_164504976729472.xml · nonDerivative · entry 1 Nugent Sean · CIK 0001609979 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,625 F1 · price: Shares granted through an incentive plan; no consideration was paid. Shares vest evenly over 4 years. Read SEC document |
| January 01, 2022 Filed Jan 5, 2022 02:25 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 1,437 | $71.59 | $102,874.83 |
DisclosureSEC source: 0000726728-22-000018 · wf-form4_164134951711645.xml · nonDerivative · entry 1 Nugent Sean · CIK 0001609979 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,383 F1 · shares: This amount represents shares automatically withheld upon the vesting of 2,447 restricted shares of common stock on January 1, 2022 which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| November 15, 2021 Filed Nov 30, 2021 23:02 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 1,792 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-21-000108 · edgardoc.xml · nonDerivative · entry 1 Nugent Sean · CIK 0001609979 · SVP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,820 F1 · price: Shares granted through an incentive plan; no consideration was paid. Shares vest evenly over 4 years. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 21:26 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 2,429 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-21-000034 · edgardoc.xml · nonDerivative · entry 1 Nugent Sean · CIK 0001609979 · SVP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,028 F1 · price: Shares granted through an incentive plan; no consideration was paid. Shares vest evenly over 4 years. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 23:13 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 1,290 | $62.17 | $80,199.30 |
DisclosureSEC source: 0000726728-21-000006 · edgardoc.xml · nonDerivative · entry 1 Nugent Sean · CIK 0001609979 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,599 F1 · shares: This amount represents shares automatically withheld upon the vesting of 2,164 restricted shares of common stock on January 1, 2021 which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| November 10, 2020 Filed Nov 13, 2020 21:23 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 484 | $64.67 | $31,300.28 |
DisclosureSEC source: 0000726728-20-000106 · edgardoc.xml · nonDerivative · entry 1 Nugent Sean · CIK 0001609979 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,889 F1 · shares: This amount represents shares automatically withheld upon the vesting of 922 restricted shares of common stock on November 10, 2020, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| February 13, 2020 Filed Feb 19, 2020 00:42 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 1,840 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-20-000022 · edgardoc.xml · nonDerivative · entry 1 Nugent Sean · CIK 0001609979 · Principal Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,373 F1 · price: Shares granted through an incentive plan; no consideration was paid. Shares vest over 4 years. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 22:19 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 1,175 | $73.63 | $86,515.25 |
DisclosureSEC source: 0000726728-20-000004 · edgardoc.xml · nonDerivative · entry 1 Nugent Sean · CIK 0001609979 · SVP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,533 F1 · shares: This amount represents shares automatically withheld upon the vesting of 1,992 restricted shares of common stock on January 1, 2020 which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| November 10, 2019 Filed Nov 13, 2019 21:29 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 485 | $76.32 | $37,015.20 |
DisclosureSEC source: 0000726728-19-000103 · edgardoc.xml · nonDerivative · entry 1 Nugent Sean · CIK 0001609979 · SVP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,708 F1 · shares: This amount represents shares automatically withheld upon the vesting of 921 restricted shares of common stock on November 10, 2019, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| June 06, 2019 Filed Jun 7, 2019 00:19 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 98 | $72.61 | $7,115.78 |
DisclosureSEC source: 0000726728-19-000070 · edgardoc.xml · nonDerivative · entry 1 Nugent Sean · CIK 0001609979 · SVP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,193 F1 · shares: This amount represents shares withheld upon the vesting of 200 restricted shares of common stock on June 6, 2019 in order to satisfy tax withholding obligations. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:45 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 1,796 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-19-000028 · edgardoc.xml · nonDerivative · entry 1 Nugent Sean · CIK 0001609979 · SVP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,291 F1 · price: Shares granted through an incentive plan; no consideration was paid. Shares vest over 4 years. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 22:26 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 938 | $63.04 | $59,131.52 |
DisclosureSEC source: 0000726728-19-000003 · edgardoc.xml · nonDerivative · entry 1 Nugent Sean · CIK 0001609979 · SVP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,495 F1 · shares: This amount represents shares automatically withheld upon the vesting of 1,584 restricted shares of common stock on January 1, 2019, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| November 10, 2018 Filed Nov 14, 2018 22:05 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 482 | $62.76 | $30,250.32 |
DisclosureSEC source: 0000726728-18-000118 · edgardoc.xml · nonDerivative · entry 1 Nugent Sean · CIK 0001609979 · SVP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,433 F1 · shares: This amount represents shares automatically withheld upon the vesting of 921 restricted shares of common stock on November 10, 2018, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| June 06, 2018 Filed Jun 6, 2018 21:45 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 97 | $53.27 | $5,167.19 |
DisclosureSEC source: 0000726728-18-000068 · edgardoc.xml · nonDerivative · entry 1 Nugent Sean · CIK 0001609979 · SVP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,915 F1 · shares: This amount represents shares withheld upon the vesting of 200 restricted shares of common stock on June 6, 2018 in order to satisfy tax withholding obligations. Read SEC document |
| March 11, 2018 Filed Mar 13, 2018 23:28 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 8 | $50.87 | $406.96 |
DisclosureSEC source: 0000726728-18-000043 · edgardoc.xml · nonDerivative · entry 1 Nugent Sean · CIK 0001609979 · SVP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,012 F1 · shares: This amount represents shares automatically withheld upon the vesting of 18 restricted shares of common stock on March 11, 2018, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| February 16, 2018 Filed Feb 22, 2018 01:16 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 2,402 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-18-000019 · edgardoc.xml · nonDerivative · entry 1 Nugent Sean · CIK 0001609979 · SVP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,020 F1 · price: Shares granted through an incentive plan; no consideration was paid. Shares vest over 4 years. Read SEC document |
| January 01, 2018 Filed Jan 4, 2018 00:50 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 621 | $57.02 | $35,409.42 |
DisclosureSEC source: 0000726728-18-000010 · edgardoc.xml · nonDerivative · entry 1 Nugent Sean · CIK 0001609979 · SVP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,618 F1 · shares: This amount represents shares automatically withheld upon the vesting of 1,076 restricted shares of common stock on January 1, 2018, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| November 10, 2017 Filed Nov 15, 2017 01:47 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 498 | $56.27 | $28,022.46 |
DisclosureSEC source: 0000726728-17-000093 · edgardoc.xml · nonDerivative · entry 1 Nugent Sean · CIK 0001609979 · SVP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,239 F1 · shares: This amount represents shares automatically withheld upon the vesting of 921 restricted shares of common stock on November 10, 2017, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| June 06, 2017 Filed Jun 7, 2017 22:55 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 94 | $55.42 | $5,209.48 |
DisclosureSEC source: 0000726728-17-000076 · edgardoc.xml · nonDerivative · entry 1 Nugent Sean · CIK 0001609979 · SVP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,737 F1 · shares: This amount represents shares withheld upon the vesting of 200 restricted shares of common stock on June 6, 2017 in order to satisfy tax withholding obligations. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 21:26 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 1,645 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-17-000021 · edgardoc.xml · nonDerivative · entry 1 Nugent Sean · CIK 0001609979 · SVP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,831 F1 · price: Shares granted through an incentive plan; no consideration was paid. Shares vest over 5 years. Read SEC document |
| January 01, 2017 Filed Jan 5, 2017 00:47 UTC | REALTY INCOME CORP O · Entity 3009 | Tax withholdingCommon Stock | 429 | $57.48 | $24,658.92 |
DisclosureSEC source: 0000726728-17-000002 · edgardoc.xml · nonDerivative · entry 1 Nugent Sean · CIK 0001609979 · SVP Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,186 F1 · shares: This amount represents shares automatically withheld upon the vesting of 785 restricted shares of common stock on January 1, 2017, which amount is determined based upon the greater of such holder's minimum required tax withholding rate or the highest withholding rate permitted under the rules of the applicable taxing authority for tax withholding. Read SEC document |
| November 10, 2016 Filed Nov 16, 2016 00:20 UTC | REALTY INCOME CORP O · Entity 3009 | GrantCommon Stock | 3,685 | $0.00 | $0.00 |
DisclosureSEC source: 0000726728-16-000059 · edgardoc.xml · nonDerivative · entry 1 Nugent Sean · CIK 0001609979 · VP Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,615 F1 · price: Shares granted through an incentive plan; no consideration was paid. Shares vest evenly over 4 years. 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.