Charles Fitzgerald

CIK 1337373 · View on SEC EDGAR ↗

Activist

First SEC filing: April 6, 2026 · Latest: April 6, 2026

On this page

Insider at

Insider transactions

2 buys (P) 0 sells (S) Net: $1,492,864 + 6 non-open-market transactions below Avg return of open purchases vs now: 2.6% last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

6 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
Aug. 11, 2026 XRN P 14,000 $35.78 $500,920 138,893 Indirect +11.21% Acquired 2.8% (price as of 2026-08-20)
Aug. 10, 2026 XRN P 27,600 $35.94 $991,944 124,893 Indirect +28.37% Acquired 2.4% (price as of 2026-08-20)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
May 27, 2027 FVR LTIP Units [F1] OP Units (5,320) 5,320 Acquired
June 15, 2026 FVR LTIP Units [F1] OP Units (673) 673 Acquired
May 29, 2026 XRN 6.00% SERIES C CONVERTIBLE PREFERRED STOCK [F1] Common Stock (511,628) 220,000 Acquired
May 27, 2026 FVR LTIP Units [F1,F2] OP Units (5,320) 5,320 Acquired
May 20, 2026 XRN LTIP Unit (Right to Buy) [F1] Common Stock (4,700) 4,700 Acquired
March 31, 2026 FVR LTIP Units [F1] OP Units (850) 850 Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 1 holding

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
May 20, 2026 XRN Common Stock 97,293 Indirect