Comparable stake leader
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000945394.
Comparable stake leader
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
30 Jun 2026
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
13D/G
Company
|
8.9%
from 13D/G
|
$25,295,408
14,967,697 shares
|
— | 30 Jun 2026 |
| BlackRock, Inc. |
13F
13D/G
Company
|
8.4%
from 13D/G
|
$93,967,689
55,602,182 shares
|
— | 30 Jun 2026 |
| Flat Footed LLC |
13D/G
13F
FF Hybrid, LP · Company
|
7.9%
|
$86,211,035
51,012,447 shares
|
$0 | 30 Jun 2026 |
| Capital World Investors |
13D/G
13F
Company
|
5.4%
|
$59,560,482
35,242,889 shares
|
$0 | 30 Jun 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13D/G
13F
Vanguard Portfolio Management · Company
|
5.1%
|
$55,841,573
33,042,351 shares
|
$0 | 30 Jun 2026 |
| STATE STREET CORP |
13F
13D/G
Company · STATE STREET CORPORATION
|
3.1%
from 13D/G
|
$32,191,664
19,048,322 shares
|
— | 30 Jun 2026 |
| Helix Partners Management LP |
13F
Company
|
8.5%
|
$92,443,000
54,700,000 shares
|
— | 30 Jun 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
4.1%
|
$44,766,741
26,489,196 shares
|
— | 30 Jun 2026 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Net insider flow leans to buying over the last 12 months. Net value: +$49,898,412.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 41,914,999 | 0 | $50,297,999 | $0 | +$50,297,999 |
| 6-9 | 0 | 188,860 | $0 | $394,057 | -$394,057 |
| 9-12 | 0 | 3,500 | $0 | $5,530 | -$5,530 |
Reporting owners
Showing 1-11 of 11 reporting-owner rows connected to Service Properties Trust. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Adam D. Portnoy | Director | $51,012,043 | +$49,999,999 | +4940% | Mixed | 11 Jun 2026 |
| John G. Murray | Director | $1,338,550 | Mixed | 17 Sep 2024 | ||
| Christopher J. Bilotto | President and CEO, Director | $358,043 | +$120,000 | +50% | Mixed | 11 Jun 2026 |
| Todd W. Hargreaves | Pres. & Chief Invest. Officer | $323,654 | Mixed | 17 Sep 2024 | ||
| Laurie B. Burns | Director | $256,907 | -$203,838 | -44% | Mixed | 11 Jun 2026 |
| Robert E. Cramer | Director | $256,907 | Mixed | 11 Jun 2026 | ||
| Brian E. Donley | CFO and Treasurer | $244,392 | +$60,470 | +33% | Filing P/S | 02 Apr 2026 |
| Donna D. Fraiche | Director | $218,415 | +$100,000 | +84% | Mixed | 11 Jun 2026 |
| John L. Harrington | Director | $213,414 | Mixed | 14 Jun 2024 | ||
| William A. Lamkin | Director | $23,500 | -$190,218 | -89% | Mixed | 11 Jun 2026 |
| Rajan C. Penkar | Director | $12,000 | +$12,000 | +100% | Mixed | 11 Jun 2026 |
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Adam D. Portnoy | :SVC | Common Shares of Beneficial Interest | Award | 18.7% | 67,073 | 425,954 | 11 Jun 2026 | Direct | ||
| Christopher J. Bilotto | :SVC | Common Shares of Beneficial Interest | Award | 22.4% | 67,073 | 366,515 | 11 Jun 2026 | Direct | ||
| Donna D. Fraiche | :SVC | Common Shares of Beneficial Interest | Award | 36.8% | 67,073 | 249,086 | 11 Jun 2026 | Direct | ||
| Laurie B. Burns | :SVC | Common Shares of Beneficial Interest | Award | 67,073 | 67,073 | 11 Jun 2026 | Direct | |||
| Robert E. Cramer | :SVC | Common Shares of Beneficial Interest | Award | 76.5% | 67,073 | 154,753 | 11 Jun 2026 | Direct | ||
| Rajan C. Penkar | :SVC | Common Shares of Beneficial Interest | Award | 670.7% | 67,073 | 77,073 | 11 Jun 2026 | Direct | ||
| William A. Lamkin | :SVC | Common Shares of Beneficial Interest | Gift | 536.6% | 67,073 | 79,573 | 11 Jun 2026 | By Trust | ||
| William A. Lamkin | :SVC | Common Shares of Beneficial Interest | Gift | -100% | -67,073 | 0 | 11 Jun 2026 | Direct | ||
| William A. Lamkin | :SVC | Common Shares of Beneficial Interest | Award | 67,073 | 67,073 | 11 Jun 2026 | Direct | |||
| Donna D. Fraiche | :SVC | Common Shares of Beneficial Interest | Purchase | 84.4% | $100,000 | $1.20 | 83,333 | 182,013 | 02 Apr 2026 | Direct |
| Rajan C. Penkar | :SVC | Common Shares of Beneficial Interest | Purchase | $12,000 | $1.20 | 10,000 | 10,000 | 02 Apr 2026 | Direct | |
| Brian E. Donley | :SVC | Common Shares of Beneficial Interest | Purchase | 37% | $66,000 | $1.20 | 55,000 | 203,660 | 02 Apr 2026 | Direct |
| Christopher J. Bilotto | :SVC | Common Shares of Beneficial Interest | Purchase | 50.4% | $120,000 | $1.20 | 100,000 | 298,369 | 02 Apr 2026 | Direct |
| Adam D. Portnoy | :SVC | Common Shares of Beneficial Interest | Purchase | $49,999,999 | $1.20 | 41,666,666 | 41,666,666 | 02 Apr 2026 | See Footnote | |
| Laurie B. Burns | :SVC | Common Shares of Beneficial Interest | Sale | -100% | $203,838 | $2.32 | -87,680 | 0 | 27 Feb 2026 | By Trust |
| William A. Lamkin | SVC | Common Shares of Beneficial Interest | Sale | -89% | $190,218 | $1.88 | -101,180 | 12,500 | 15 Dec 2025 | By Trust |
| Brian E. Donley | SVC | Common Shares of Beneficial Interest | Sale | -2.3% | $5,530 | $1.58 | -3,500 | 148,660 | 19 Nov 2025 | Direct |
| Adam D. Portnoy | SVC | Common Shares of Beneficial Interest | Tax liability | -3.81% | -14,205 | 358,881 | 16 Sep 2025 | Direct | ||
| Brian E. Donley | SVC | Common Shares of Beneficial Interest | Tax liability | -6.07% | -9,828 | 152,160 | 16 Sep 2025 | Direct | ||
| Christopher J. Bilotto | SVC | Common Shares of Beneficial Interest | Tax liability | -5.47% | -11,437 | 197,551 | 16 Sep 2025 | Direct | ||
| Brian E. Donley | SVC | Common Shares of Beneficial Interest | Award | 76.4% | 70,175 | 161,988 | 09 Sep 2025 | Direct | ||
| Adam D. Portnoy | SVC | Common Shares of Beneficial Interest | Award | 30.7% | 87,719 | 373,086 | 09 Sep 2025 | Direct | ||
| Christopher J. Bilotto | SVC | Common Shares of Beneficial Interest | Award | 72.3% | 87,719 | 208,988 | 09 Sep 2025 | Direct |