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
- Includes shares acquired on April 15, 2014 under the INREIT dividend reinvestment plan.
- On April 15th, 2014, Mr. Savageau relinquished voting and investment control over the holdings of the Savageau Limited Family Partnership.
- 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.
- Limited Partnership Units may be redeemed as described under Footnote 3 anytime after a two year holding period.
- These derivative securities do not have an expiration date.