Form 4 for FRT Federal Realty Investment Trust
Accepted 2023-06-12 00:00:00 ET · period of report 2023-06-09 · accession 0000034903-23-000047 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MI | 2023-06-12 | 2023-06-09 | FRT | WOOD DONALD C | CEO, Dir | G - Gift | $0.00 | +27.7K | 0 | New | $0 |
| 2023-06-12 | 2023-06-09 | FRT | WOOD DONALD C | CEO, Dir | G - Gift | $0.00 | -27.7K | 111.4K | -20% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Shares of Beneficial Interest | 2023-06-09 | G | A | 16,929 | $0.00 | 16,929 | I By Stacey Wood | — | — | (F1) In connection with estate planning, Mr. Wood gifted (1) 27,714 shares he owns directly to his revocable trust and as sole trustee and beneficiary of the revocable trust, retains sole control of these shares; and (2) 16,929 shares from Mr. Wood's revocable trust to his wife, Stacey Wood, who in turn gifted the same shares to the Great Falls Trust. Mr. Wood retains sole control over these shares as he is the sole trustee and his wife and children are the beneficiaries of the Great Falls Trust . |
| 2 | Common | Common Shares of Beneficial Interest | 2023-06-09 | G | A | 27,714 | $0.00 | 226,533 | I By Donald C. Wood Revocable Trust | — | — | (F1) In connection with estate planning, Mr. Wood gifted (1) 27,714 shares he owns directly to his revocable trust and as sole trustee and beneficiary of the revocable trust, retains sole control of these shares; and (2) 16,929 shares from Mr. Wood's revocable trust to his wife, Stacey Wood, who in turn gifted the same shares to the Great Falls Trust. Mr. Wood retains sole control over these shares as he is the sole trustee and his wife and children are the beneficiaries of the Great Falls Trust . |
| 3 | Common | Common Shares of Beneficial Interest | 2023-06-09 | G | D | 16,929 | $0.00 | 209,604 | I By Stacey Wood | — | — | (F1) In connection with estate planning, Mr. Wood gifted (1) 27,714 shares he owns directly to his revocable trust and as sole trustee and beneficiary of the revocable trust, retains sole control of these shares; and (2) 16,929 shares from Mr. Wood's revocable trust to his wife, Stacey Wood, who in turn gifted the same shares to the Great Falls Trust. Mr. Wood retains sole control over these shares as he is the sole trustee and his wife and children are the beneficiaries of the Great Falls Trust . |
| 4 | Common | Common Shares of Beneficial Interest | 2023-06-09 | G | A | 16,929 | $0.00 | 36,929 | I | — | — | (F1) In connection with estate planning, Mr. Wood gifted (1) 27,714 shares he owns directly to his revocable trust and as sole trustee and beneficiary of the revocable trust, retains sole control of these shares; and (2) 16,929 shares from Mr. Wood's revocable trust to his wife, Stacey Wood, who in turn gifted the same shares to the Great Falls Trust. Mr. Wood retains sole control over these shares as he is the sole trustee and his wife and children are the beneficiaries of the Great Falls Trust . |
| 5 | Common | Common Shares of Beneficial Interest | 2023-06-09 | G | D | 27,714 | $0.00 | 111,353 | D By Donald C. Wood Revocable Trust | — | — | (F1) In connection with estate planning, Mr. Wood gifted (1) 27,714 shares he owns directly to his revocable trust and as sole trustee and beneficiary of the revocable trust, retains sole control of these shares; and (2) 16,929 shares from Mr. Wood's revocable trust to his wife, Stacey Wood, who in turn gifted the same shares to the Great Falls Trust. Mr. Wood retains sole control over these shares as he is the sole trustee and his wife and children are the beneficiaries of the Great Falls Trust . |
| 6 | Common | Common Shares of Beneficial Interest | 2023-06-09 | G | D | 16,929 | $0.00 | 0 | I By Great Falls Trust | — | — | (F1) In connection with estate planning, Mr. Wood gifted (1) 27,714 shares he owns directly to his revocable trust and as sole trustee and beneficiary of the revocable trust, retains sole control of these shares; and (2) 16,929 shares from Mr. Wood's revocable trust to his wife, Stacey Wood, who in turn gifted the same shares to the Great Falls Trust. Mr. Wood retains sole control over these shares as he is the sole trustee and his wife and children are the beneficiaries of the Great Falls Trust . |