Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Apple Hospitality REIT, Inc. | 30,090 | reported | 01 Mar 2014 | tx 5+1,430,155.19−30,090 |
| Apple REIT Ten, Inc. | 30,090 | reported | 01 Sept 2016 | tx 2+30,090−30,090 |
| Apple REIT Eight, Inc. | 15,045 | reported | 01 Mar 2014 | tx 2+15,045−15,045 |
| ENERGY RESOURCES 12, L.P. | 5,000 | reported | 26 Oct 2017 | tx 1+5,000 |
| Energy 11, L.P. | 4,437.5 | reported | 12 Apr 2023 | tx 4+53,812.5−44,375 |
| APPLE HOSPITALITY TWO INC | 0 | reported | 23 May 2007 | tx 1−40,000 |
| APPLE HOSPITALITY FIVE INC | 0 | reported | 05 Oct 2007 | tx 1−90,917 |
| Apple REIT Seven, Inc. | 0 | reported | 01 Mar 2014 | tx 2+15,045−15,045 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 Apr 2023 | PURCHASE | Energy 11, L.P. | 4,437.5 | 0.01 USD | first after silence |
| 12 Apr 2023 | SALE | Energy 11, L.P. | 44,375 | 0.01 USD | |
| 26 Oct 2017 | PURCHASE | ENERGY RESOURCES 12, L.P. | 5,000 | 20.00 USD | |
| 06 Apr 2017 | PURCHASE | Energy 11, L.P. | 44,375 | 2.20 USD | first after silence |
| 01 Sept 2016 | OTHER | Apple REIT Ten, Inc. | 30,090 | 0.00 USD | |
| 01 Sept 2016 | OTHER | Apple REIT Ten, Inc. | 30,090 | 0.00 USD | |
| 24 Mar 2016 | PURCHASE | Energy 11, L.P. | 5,000 | 20.00 USD | |
| 01 Mar 2014 | OTHER | Apple REIT Eight, Inc. | 15,045 | 0.00 USD | |
| 01 Mar 2014 | OTHER | Apple REIT Eight, Inc. | 15,045 | 0.00 USD | |
| 01 Mar 2014 | OTHER | Apple Hospitality REIT, Inc. | 30,090 | 0.00 USD | |
| 01 Mar 2014 | OTHER | Apple Hospitality REIT, Inc. | 30,090 | 0.00 USD | |
| 01 Mar 2014 | GRANT_AWARD | Apple Hospitality REIT, Inc. | 309,105.3 | 0.00 USD | |
| 01 Mar 2014 | GRANT_AWARD | Apple Hospitality REIT, Inc. | 363,653.3 | 0.00 USD | |
| 01 Mar 2014 | GRANT_AWARD | Apple Hospitality REIT, Inc. | 727,306.59 | 0.00 USD | |
| 01 Mar 2014 | OTHER | Apple REIT Seven, Inc. | 15,045 | 0.00 USD | |
| 01 Mar 2014 | OTHER | Apple REIT Seven, Inc. | 15,045 | 0.00 USD | |
| 05 Oct 2007 | TENDER | APPLE HOSPITALITY FIVE INC | 90,917 | 14.05 USD | |
| 23 May 2007 | TENDER | APPLE HOSPITALITY TWO INC | 40,000 | 11.20 USD |
2 purchases reported after at least 12 months of silence — most recent on 12 Apr 2023.