Apple Hospitality REIT director granted 1,904 shares
Apple Hospitality REIT director Jon A. Fosheim received equity awards and additional deferred stock units, increasing both his direct holdings and indirect family trust position.
Rhea-AI Filing Summary
Apple Hospitality REIT, Inc. (symbol: APLE) is the issuer of record for a Form 4 filing submitted to the SEC. Fosheim Jon A reported acquisition or exercise transactions in this Form 4 filing.
Apple Hospitality REIT, Inc. (APLE) director Jon A. Fosheim reported equity-based compensation awards on August 31, 2026. He received 1,904 Common Shares as the quarterly equity component of his Board retainer at a reference price of $15.95 per share. He was also credited 212 Deferred Stock Units under the company’s Non-Employee Director Deferral Program and 424 Deferred Stock Units from dividend equivalent rights, each economically equivalent to one common share and payable under the Deferral Plan’s terms. Following these transactions, he holds 13,584 Common Shares directly and 61,294.934 Common Shares indirectly through a family trust; no Rule 10b5-1 plan is reported.
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Insider Trade Summary
4 transactions reported
Mixed
4 txns
Insider
Fosheim Jon A
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Deferred Stock Units F4, F5, F6 | 212 | $15.95 | $3K |
| Other | Deferred Stock Units F4, F7, F6 | 424 | $15.95 | $7K |
| Grant/Award | Common Shares F1, F2 | 1,904 | $15.95 | $30K |
| holding | Common Shares F3 | -- | -- | -- |
Holdings After Transaction:
Deferred Stock Units — 28,790 contracts (Direct);
Common Shares — 13,584 shares (Direct);
Common Shares — 61,294.934 shares (Indirect, By Family Trust)
Footnotes (7)
- F1. Quarterly payment of equity component of quarterly retainer fee for serving on the Board of Directors of Apple Hospitality REIT, Inc.
- F2. Per share value is the closing price for the Company's common shares on the New York Stock Exchange on August 31, 2026.
- F3. The reporting person and his spouse are co-trustees and beneficiaries of the Trust.
- F4. Each Deferred Stock Unit is economically equivalent to one share of Common Stock.
- F5. Deferred Stock Units credited to the reporting person under the Apple Hospitality REIT, Inc. Amended and Restated Non-Employee Director Deferral Program (the "Deferral Plan"), under the Apple Hospitality REIT, Inc. 2024 Omnibus Incentive Plan, which includes voluntary deferred compensation.
- F6. The Deferred Stock Units credited under the Deferral Plan are generally payable in the form elected or provided under the Deferral Plan on the earlier of (i) the date or event elected by the reporting person, or (ii) upon death, disability or change in control as defined under the Deferral Plan.
- F7. Represents Deferred Stock Units granted pursuant to dividend equivalent rights on previously awarded Deferred Stock Units.
Key Figures
Common Shares granted: 1,904 shares
Deferred Stock Units from Deferral Plan: 212 units
Deferred Stock Units from dividend equivalent rights: 424 units
+3 more
6 metrics
Common Shares granted
1,904 shares
Quarterly equity component of Board retainer on August 31, 2026
Deferred Stock Units from Deferral Plan
212 units
Deferred Stock Units credited under the Non-Employee Director Deferral Program
Deferred Stock Units from dividend equivalent rights
424 units
Dividend equivalent rights on previously awarded Deferred Stock Units
Reference price per share
$15.95
Closing price of APLE common shares on August 31, 2026
Direct Common Shares after grant
13,584 shares
Direct holdings following the August 31, 2026 transactions
Indirect Common Shares via family trust
61,294.934 shares
Indirect holdings by family trust where the reporting person and spouse are co-trustees and beneficiaries
Key Terms
Deferred Stock Units, dividend equivalent rights, Non-Employee Director Deferral Program, change in control
4 terms
Deferred Stock Units financial
"Each Deferred Stock Unit is economically equivalent to one share of Common Stock"
Deferred stock units are promises from a company to give an employee shares of stock at a future date, often after certain conditions are met or after leaving the company. They function like a form of delayed compensation, allowing employees to earn shares over time. For investors, they represent potential future ownership in the company, but do not provide immediate voting rights or dividends until the shares are actually received.
dividend equivalent rights financial
"Represents Deferred Stock Units granted pursuant to dividend equivalent rights"
Dividend equivalent rights are promises that mirror the cash payments shareholders get from a company’s profits, but they are paid to holders of certain awards (like stock options or restricted stock units) rather than to actual shares. Think of them as a paycheck top‑up that matches dividends while the award is not yet a real stock, and they matter to investors because they add to employee compensation costs and potential share dilution, affecting company profitability and per‑share value.
Non-Employee Director Deferral Program financial
"Deferred Stock Units credited to the reporting person under the ... Deferral Program"
change in control financial
"payable ... upon death, disability or change in control as defined under the Deferral Plan"
A "change in control" occurs when the ownership or management of a company shifts significantly, such as through a merger, acquisition, or sale of a large part of its assets. This change can impact how the company is run and may influence its future direction. For investors, it matters because it can affect the company's stability, strategy, and value, often signaling potential changes in investment risk or opportunity.
FAQ
What equity awards did APLE director Jon A. Fosheim receive on August 31, 2026?
He received 1,904 Common Shares as the equity portion of his quarterly Board retainer, plus 212 Deferred Stock Units under the director Deferral Plan and 424 Deferred Stock Units from dividend equivalent rights, all economically equivalent to common shares.
What are Deferred Stock Units in the APLE filing for Jon A. Fosheim?
Deferred Stock Units are instruments economically equivalent to one Apple Hospitality REIT common share each. They are credited under the Non-Employee Director Deferral Program and are generally payable on the elected date or upon death, disability, or change in control, as defined in the Deferral Plan.
Were Jon A. Fosheim’s APLE Form 4 transactions made under a Rule 10b5-1 trading plan?
No. The filing’s Rule 10b5-1 checkbox is not marked as affirming a plan, and there is no footnote stating that the transactions were made pursuant to a Rule 10b5-1 or similar pre-arranged trading plan.
Why did Jon A. Fosheim receive additional Deferred Stock Units for Apple Hospitality REIT (APLE)?
He received 424 Deferred Stock Units that represent grants made pursuant to dividend equivalent rights on previously awarded Deferred Stock Units, effectively reinvesting dividends in additional deferred units.
AI-generated analysis. How Rhea-AI works. Not financial advice.
