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Date Issuer Insider Transaction Amount New Balance ⓘ
The balance of securities held by registered holder at the time of the transaction. Insiders may direct multiple registered holders and hold multiple security types.
Filed 2025-05-02 15:26
Tx date 2025-04-30
$HOM
BSR Real Estate Investment Trust
Bailey, Patricia Lynn
3 - 10% Security Holder of Issuer
Direct Ownership
Class B Units of LLC
36 - Conversion or exchange

-3,239,266 vol
960,734
Filed 2022-01-19 11:15
Tx date 2022-01-17
$HOM
BSR Real Estate Investment Trust
Bailey, Patricia Lynn
3 - 10% Security Holder of Issuer
Holder: THE 2003 BAILEY FAMILY ANNIAL GIFT TRUST (Control or Direction)
Class B Units of LLC
90 - Change in the nature of ownership

-159,291 vol
0
Filed 2022-01-19 11:15
Tx date 2022-01-17
$HOM
BSR Real Estate Investment Trust
Bailey, Patricia Lynn
3 - 10% Security Holder of Issuer
Holder: THE 2003 BAILEY FAMILY ANNIAL GIFT TRUST (Control or Direction)
Class B Units of LLC
90 - Change in the nature of ownership

-30,437 vol
159,291
Filed 2021-09-02 14:53
Tx date 2021-09-01
$HOM
BSR Real Estate Investment Trust
Bailey, Patricia Lynn
3 - 10% Security Holder of Issuer
Direct Ownership
Trust Units
47 - Acquisition or disposition by gift

-500,000 vol
200,000
Filed 2021-07-20 14:22
Tx date 2021-07-19
$HOM
BSR Real Estate Investment Trust
Bailey, Patricia Lynn
3 - 10% Security Holder of Issuer
Direct Ownership
Trust Units
57 - Exercise of rights
$6,560,000
+500,000 vol
$13.12 each
700,000
Filed 2021-07-20 14:22
Tx date 2021-07-19
$HOM
BSR Real Estate Investment Trust
Bailey, Patricia Lynn
3 - 10% Security Holder of Issuer
Direct Ownership
Class B Units of LLC
57 - Exercise of rights
$-6,560,000
-500,000 vol
$13.12 each
4,200,000
Filed 2020-11-24 13:41
Tx date 2020-11-23
$HOM
BSR Real Estate Investment Trust
Bailey, Patricia Lynn
3 - 10% Security Holder of Issuer
Holder: THE 2003 BAILEY FAMILY ANNIAL GIFT TRUST (Control or Direction)
Class B Units of LLC
11 - Acquisition or disposition carried out privately
$340,894
+30,437 vol
$11.20 each
189,728
Filed 2020-02-26 19:31
Tx date 2020-02-24
$HOM
BSR Real Estate Investment Trust
Bailey, Patricia Lynn
3 - 10% Security Holder of Issuer
Holder: BSR UNIT HOLDINGS, LLC (Control or Direction)
Trust Units
11 - Acquisition or disposition carried out privately

-50,000 vol
0
Filed 2020-02-26 19:31
Tx date 2020-02-24
$HOM
BSR Real Estate Investment Trust
Bailey, Patricia Lynn
3 - 10% Security Holder of Issuer
Direct Ownership
Trust Units
11 - Acquisition or disposition carried out privately

+200,000 vol
200,000
Filed 2020-02-26 19:31
Tx date 2018-05-18
$HOM
BSR Real Estate Investment Trust
Bailey, Patricia Lynn
3 - 10% Security Holder of Issuer
Direct Ownership
Trust Units
00 - Opening Balance-Initial SEDI Report
Filed 2020-02-26 19:30
Tx date 2020-02-24
$HOM
BSR Real Estate Investment Trust
Bailey, Patricia Lynn
3 - 10% Security Holder of Issuer
Holder: J&P UNIT HOLDING, LLC (Control or Direction)
Trust Units
11 - Acquisition or disposition carried out privately

-2,000,000 vol
0
Filed 2020-02-26 19:30
Tx date 2020-02-24
$HOM
BSR Real Estate Investment Trust
Bailey, Patricia Lynn
3 - 10% Security Holder of Issuer
Holder: J&P UNIT HOLDING, LLC (Control or Direction)
Trust Units
11 - Acquisition or disposition carried out privately

-800,000 vol
2,000,000
Filed 2020-02-26 19:29
Tx date 2020-02-24
$HOM
BSR Real Estate Investment Trust
Bailey, Patricia Lynn
3 - 10% Security Holder of Issuer
Holder: J&P UNIT HOLDING, LLC (Control or Direction)
Trust Units
11 - Acquisition or disposition carried out privately

-200,000 vol
2,800,000
Filed 2020-02-26 19:29
Tx date 2020-02-24
$HOM
BSR Real Estate Investment Trust
Bailey, Patricia Lynn
3 - 10% Security Holder of Issuer
Direct Ownership
Class B Units of LLC
11 - Acquisition or disposition carried out privately

+4,700,000 vol
4,700,000
Filed 2020-02-26 19:28
Tx date 2018-05-18
$HOM
BSR Real Estate Investment Trust
Bailey, Patricia Lynn
3 - 10% Security Holder of Issuer
Direct Ownership
Class B Units of LLC
00 - Opening Balance-Initial SEDI Report
Filed 2020-02-26 19:28
Tx date 2020-02-24
$HOM
BSR Real Estate Investment Trust
Bailey, Patricia Lynn
3 - 10% Security Holder of Issuer
Holder: J&P UNIT HOLDING, LLC (Control or Direction)
Class B Units of LLC
90 - Change in the nature of ownership

-4,483,048 vol
0
Filed 2020-02-26 19:27
Tx date 2020-02-24
$HOM
BSR Real Estate Investment Trust
Bailey, Patricia Lynn
3 - 10% Security Holder of Issuer
Holder: J&P UNIT HOLDING, LLC (Control or Direction)
Class B Units of LLC
10 - Acquisition or disposition in the public market

-4,700,000 vol
4,483,048
Filed 2018-05-24
Tx date 2018-05-18
$HOM
BSR Real Estate Investment Trust
Bailey, Patricia Lynn
3 - 10% Security Holder of Issuer
Holder: J&P UNIT HOLDING, LLC (Control or Direction)
Trust Units
00 - Opening Balance-Initial SEDI Report
3,000,000
Filed 2018-05-24
Tx date 2018-05-18
$HOM
BSR Real Estate Investment Trust
Bailey, Patricia Lynn
3 - 10% Security Holder of Issuer
Holder: BSR UNIT HOLDINGS, LLC (Control or Direction)
Trust Units
00 - Opening Balance-Initial SEDI Report
50,000
Filed 2018-05-24
Tx date 2018-05-18
$HOM
BSR Real Estate Investment Trust
Bailey, Patricia Lynn
3 - 10% Security Holder of Issuer
Holder: BSR UNIT HOLDINGS, LLC (Control or Direction)
Trust Units
00 - Opening Balance-Initial SEDI Report
Filed 2018-05-24
Tx date 2018-05-18
$HOM
BSR Real Estate Investment Trust
Bailey, Patricia Lynn
3 - 10% Security Holder of Issuer
Holder: THE 2003 BAILEY FAMILY ANNIAL GIFT TRUST (Control or Direction)
Class B Units of LLC
00 - Opening Balance-Initial SEDI Report
159,291
Filed 2018-05-24
Tx date 2018-05-18
$HOM
BSR Real Estate Investment Trust
Bailey, Patricia Lynn
3 - 10% Security Holder of Issuer
Holder: J&P UNIT HOLDING, LLC (Control or Direction)
Class B Units of LLC
00 - Opening Balance-Initial SEDI Report
9,183,048