Filing Details

Accession Number:
0001209191-14-028035
Form Type:
4
Zero Holdings:
No
Publication Time:
2014-04-17 11:44:22
Reporting Period:
2014-04-15
Filing Date:
2014-04-17
Accepted Time:
2014-04-17 11:44:22
SEC Url:
Form 4 Filing
Issuer
Cik Name Symbol Sector (SIC) IRS No
1412502 Inreit Real Estate Investment Trust NONE Real Estate Investment Trusts (6798) 900115411
Insiders
Cik Name Reported Address Insider Title Director Officer Large Shareholder Other
1519736 Richard Savageau 1711 Gold Drive South
Suite 100
Fargo ND 58103
No No No Yes
Reported Non-Derivative Transactions
Sec. Name Acquisiton - Disposition Date Amount Price Remaning Holdings Equity Swap Involved Form Type Code Nature of Ownership Explanation
Common Shares Acquisiton 2014-04-15 982 $14.25 63,185 No 4 P Direct
Common Shares Acquisiton 2014-04-15 333 $15.00 63,518 No 4 P Direct
Common Shares Acquisiton 2014-04-15 222 $14.25 14,314 No 4 P Indirect By wife
Common Shares Acquisiton 2014-04-15 333 $15.00 14,647 No 4 P Indirect By wife
Common Shares Disposition 2014-04-15 66,979 $0.00 0 No 4 J Indirect By Savageau Family Limited Partnership
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 P Direct
No 4 P Direct
No 4 P Indirect By wife
No 4 P Indirect By wife
No 4 J Indirect By Savageau Family Limited Partnership
Reported Derivative Transactions
Sec. Name Sec. Type Acquisiton - Disposition Date Amount Price Amount - 2 Price - 2
Common Shares Limited Partnership Units Disposition 2014-04-15 185,484 $0.00 185,484 $0.00
Remaning Holdings Exercise Date Expiration Date Equity Swap Involved Transaction Form Type Transaction Code Nature of Ownership
0 No 4 J Indirect
Footnotes
  1. Includes shares acquired on April 15, 2014 under the INREIT dividend reinvestment plan.
  2. On April 15th, 2014, Mr. Savageau relinquished voting and investment control over the holdings of the Savageau Limited Family Partnership.
  3. Pursuant to the LLLP Agreement of the operating partnership, holders of limited partnership units may, after a two year holding period, elect to have their limited partnership units redeemed. Upon a redemption request, INREIT Real Estate Investment Trust has the option to purchase the limited partnership units directly, either in cash or in common shares of beneficial interest at an exchange rate of one-to-one.
  4. Limited Partnership Units may be redeemed as described under Footnote 3 anytime after a two year holding period.
  5. These derivative securities do not have an expiration date.