Charles Fitzgerald
CIK 1337373 · View on SEC EDGAR ↗
First SEC filing: April 6, 2026 · Latest: April 6, 2026
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Insider transactions
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| 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 |