Home/Filings/4/0001407623-23-000051
4//SEC Filing

TANZ STUART A 4

Accession 0001407623-23-000051

CIK 0001407623other

Filed

Feb 21, 7:00 PM ET

Accepted

Feb 22, 5:17 PM ET

Size

8.6 KB

Accession

0001407623-23-000051

Insider Transaction Report

Form 4
Period: 2023-02-21
TANZ STUART A
DirectorPresident and CEO
Transactions
  • Award

    Common Stock, par value $0.0001 per share

    2023-02-21+140,0561,773,833 total(indirect: See footnote)
Holdings
  • Common Stock, par value $0.0001 per share

    (indirect: See footnote)
    225,000
  • OP Units

    (indirect: See footnote)
    Common Stock, par value $0.0001 per share (113,727 underlying)
    113,727
Footnotes (5)
  • [F1]The reporting person was granted 140,056 shares of restricted common stock, par value $0.0001 per share ("common stock"), of Retail Opportunity Investments Corp., a Maryland corporation (the "Company"), that were issued pursuant to the Retail Opportunity Investments Corp. Second Amended and Restated 2009 Equity Incentive Plan. The shares vest ratably over a 3-year period on January 1, 2024 and the first two anniversaries thereafter.
  • [F2]These shares of common stock or units of limited partner interest ("OP Units") of Retail Opportunity Investments Partnership, LP, a Delaware limited partnership (the "Partnership") and the operating partnership of the Company, as the case may be, are held by the Stuart A. Tanz Separate Property Trust U/A dated 6/16/2006 of which the reporting person's spouse is a Trustee.
  • [F3]These shares are held by two grantor retained annuity trusts of which the reporting person is the sole annuitant and trustee.
  • [F4]The reporting person has the right to cause the Partnership to redeem some or all of the reporting person's OP Units for cash in an amount equal to the market value (as defined in Partnership's Second Amended and Restated Agreement of Limited Partnership, as amended) of an equivalent number of shares of common stock or at the Company's option, shares of common stock on a one-for-one basis, subject to certain adjustments.
  • [F5]N/A

Issuer

RETAIL OPPORTUNITY INVESTMENTS CORP

CIK 0001407623

Entity typeother

Related Parties

1
  • filerCIK 0001203845

Filing Metadata

Form type
4
Filed
Feb 21, 7:00 PM ET
Accepted
Feb 22, 5:17 PM ET
Size
8.6 KB