STOCK TITAN

Seven Hills director withholds 8,115 shares for tax

SEVN director had 8,115 vested shares withheld for tax payment and now holds 118,244 shares directly.

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Seven Hills Realty Trust (SEVN) director Jordan Matthew P. reported a disposition of 8,115 Common Shares of Beneficial Interest on September 17, 2026. The shares were withheld to pay tax liability in connection with vesting under Rule 16b-3, at an indicated value of $7.40 per share. After this withholding, the director continues to hold 118,244 shares directly. No Rule 10b5-1 trading plan is reported.

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Insider Jordan Matthew P.
Role Director
Type Security Shares Price Value
Tax Withholding Common Shares of Beneficial Interest F1 8,115 $7.40 $60K
Holdings After Transaction: Common Shares of Beneficial Interest — 118,244 shares (Direct)
Footnotes (1)
  1. F1. Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3.
Shares withheld for tax liability 8,115 shares Common Shares of Beneficial Interest disposed on September 17, 2026
Indicated value per share $7.40 per share Value used for the tax-withholding disposition
Shares held after transaction 118,244 shares Direct holdings following the September 17, 2026 transaction
Common Shares of Beneficial Interest financial
"reported a disposition of 8,115 Common Shares of Beneficial Interest on September"
Common Shares of Beneficial Interest are units that represent ownership in a company or organization, like owning a piece of a pie. They give investors voting rights and a chance to share in profits, making them important for those looking to invest and have a say in how the organization is run.
Rule 16b-3 regulatory
"withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3"
Rule 16b-3 is a Securities and Exchange Commission regulation that exempts certain routine, pre-approved transactions by company insiders from automatic liability for short-term trading profits. It acts like a safe harbor: if an insider follows a formal plan or the board approves specific transactions in advance, profits from buying and selling company stock within six months are not automatically reclaimed. Investors care because the rule clarifies when insider trades are permissible and reduces uncertainty about potential clawbacks.
withholding securities financial
"Payment of tax liability by withholding securities incident to the vesting"
Rule 10b5-1 regulatory
"No Rule 10b5-1 trading plan is reported"
Rule 10b5-1 is a regulation that allows company insiders to buy or sell their shares at predetermined times, even if they have access to non-public information. It acts like setting a schedule in advance for transactions, helping prevent accusations of unfair trading. This rule provides a way for insiders to plan trades transparently, giving investors confidence that these transactions are not based on hidden information.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did SEVN director Jordan Matthew P. report?

He reported a disposition of 8,115 Common Shares of Seven Hills Realty Trust on September 17, 2026, in connection with payment of tax liability by withholding securities upon vesting under Rule 16b-3.

Was the SEVN insider Form 4 transaction an open-market sale?

No. The Form 4 states the shares were withheld to pay tax liability incident to vesting, categorized as a code F transaction, not an open-market purchase or sale, and no Rule 10b5-1 trading plan is reported.

How many SEVN shares were withheld for taxes and at what value?

The filing reports 8,115 shares of Seven Hills Realty Trust withheld for tax purposes, at an indicated value of $7.40 per share, as part of a payment of tax liability by delivering or withholding securities.

How many SEVN shares does the director hold after this transaction?

After the tax-withholding transaction, the director holds 118,244 shares of Seven Hills Realty Trust directly, according to the post-transaction holdings figure reported in the Form 4.

Does this SEVN Form 4 involve any derivative securities or options?

No. The reported transaction involves non-derivative Common Shares of Beneficial Interest only, and the derivative holdings section shows no derivative transactions in this Form 4.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Jordan Matthew P.

(Last)(First)(Middle)
TWO NEWTON PLACE,
255 WASHINGTON STREET SUITE 300

(Street)
NEWTON MASSACHUSETTS 02458

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Seven Hills Realty Trust [ SEVN ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
09/17/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Shares of Beneficial Interest09/17/2026F(1)8,115D$7.4118,244D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3.
/s/ Matthew P. Jordan09/18/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

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