Private company
Retail Value Inc.
American real estate company based in Beachwood, no longer active. Summary from the record
Last updated Oct 19, 2026.
Overview
- IndustryReal Estate2
- HeadquartersBeachwood, United States2
- Incorporated inOH3
- Business address3300 Enterprise Parkway, Beachwood, Oh 441223
- Filer category, Emerging growth company3
- Legal formCorporation (For-Profit)2
- LEI549300VO5RB7323N1Z312
- StatusInactive2
- LEI statusRetired2
- Registered addressC/O C T CORPORATION SYSTEM, 43219 Columbus, United States2
- Registered withCorporation Database (Ohio Secretary of State), 41149562
Financials
From the company’s reports to the SEC. Every number links to the filing it came from.
Key numbers, fiscal 2021
Where the money goes
Where each dollar of revenue went, fiscal 2021
- Other costs86¢$47.6M
- Interest14¢$7.9M
- Income tax0¢$148.0K
Out of $55.7M in revenue.4 The company lost money this year.
Where each dollar of operating cash went, fiscal 2021
- Dividends paid100¢$469.8M
Out of $61.7M of cash from operations. Spending exceeded cash from operations; the rest came from savings or borrowing.4
Financial statements
No quarterly figures reported.
| Fiscal year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 |
|---|---|---|---|---|---|---|
| Revenue | $322.9M5 | $131.9M6 | $80.7M4 | $55.7M4 | ||
| Operating expenses | $44.5M4 | |||||
| Operating income | $233.5M5 | $169.8M7 | $108.3M7 | |||
| Interest | $90.3M5 | $39.4M6 | $18.3M4 | $7.9M4 | ||
| Income before tax | $26.5M4 | |||||
| Income tax | $11.3M5 | $390.0K6 | $858.0K4 | $148.0K4 | ||
| Net income | -$292.5M5 | $46.7M6 | -$93.6M4 | -$17.7M4 | ||
| Earnings per share | -$4.724 | -$0.844 | ||||
| Earnings per share (diluted) | -$4.724 | -$0.844 |
| Fiscal year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 |
|---|---|---|---|---|---|---|
| Cash | $11.0M5 | $8.3M7 | $44.6M5 | $71.0M7 | $56.8M6 | $110.5M4 |
| Intangible assets | $06 | |||||
| Total assets | $2.0B5 | $1.6B7 | $1.2B6 | $144.4M4 | ||
| Total liabilities | $1.1B5 | $748.8M7 | $406.1M6 | $77.4M4 | ||
| Shareholders’ equity | $1.4B5 | $1.1B7 | $662.3M6 | $687.9M4 | $599.8M4 | $67.0M4 |
| Shares outstanding | 19.0M shares10 | 19.8M shares5 | 21.1M shares7 |
Cash flow is reported year to date, not quarter by quarter, so there are no separate quarterly figures.
Leadership
Who has led Retail Value Inc., and when. Pick a name to see everywhere that person has worked.
Chief executive
President
Chief financial officer
Chief operating officer
- Chief executive officerDavid R. Lukes Jun 22, 2018 to Mar 16, 202111
- PresidentDavid R. Lukes Jun 22, 2018 to Mar 16, 202111
- Chief financial officerChrista A. Vesy Jan 10, 2020 to Jan 14, 202112
- Chief financial officerMatthew Louis Ostrower Jun 22, 2018 to Jan 29, 201913
- Chief operating officerMichael Makinen Jun 22, 2018 to Jan 10, 202014
Board members and other officers (8)
- EVPConor Fennerty Nov 13, 2020 to Jan 14, 202115
- EVP and CAOChrista A. Vesy Jun 22, 2018 to Feb 25, 201916
- Board memberDavid R. Lukes Jun 22, 2018 to Mar 16, 202111
- Board memberMatthew Louis Ostrower Jun 22, 2018 to Jan 10, 202013
- Board memberScott D. Roulston Jun 22, 2018 to May 14, 202117
- Board memberBarry A. Sholem Jul 5, 2018 to May 14, 202118
- Board memberGary N. Boston Jul 5, 2018 to May 14, 202119
- Board memberHenrie W. Koetter Jul 5, 2018 to Jul 6, 202120
Timeline
Filings
29 filings to the SEC since October 2021: 2 annual reports, 4 quarterly reports, 9 major events, 2 insider forms, 8 large holders, 4 other. The latest 20:
- Feb 29, 20248-K EDGAR
- Apr 11, 2023SC 13G/A EDGAR
- Feb 24, 202310-K EDGAR
- Feb 14, 2023SC 13G/A EDGAR
- Jan 4, 2023SC 13G 13G RETAIL VALUE INC. EDGAR
- Nov 18, 20223 PRIMARY DOCUMENT EDGAR
- Oct 28, 202210-Q EDGAR
- Sep 22, 20224 FORM 4 SUBMISSION EDGAR
- Jul 29, 202210-Q EDGAR
- Jul 8, 2022SC 13G EDGAR
- Jul 1, 20228-K EDGAR
- May 13, 20228-K EDGAR
- May 2, 202210-Q EDGAR
- Apr 14, 20228-K EDGAR
- Apr 6, 2022DEF 14A EDGAR
- Mar 28, 202225 EDGAR
- Mar 17, 20228-K EDGAR
- Mar 17, 2022PRE 14A EDGAR
- Feb 25, 202210-K EDGAR
- Feb 25, 20228-K EDGAR
The 29 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Insider trades
1 open-market trades by officers, directors and large owners since October 2021: 0 buys and 1 sales. Grants, option exercises and gifts are left out.
| Date | Who | Trade | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| Sep 20, 2022 | Otto-Bernstein Katharina10% owner | Sale | 394,432 | $0.39 | $153.8K | Form 4 |
From Forms 4 filed with the SEC.
Major holders
Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.
- Ursa Fund Management, LLCSC 13G/A, 2 filings Jul 8, 2022 to Apr 11, 202321
- Silver Point Capital, L.P.SC 13G/A, 2 filings Feb 14, 2022 to Feb 14, 202322
- Alluvial Capital Management, LLCSC 13G, 1 filing Jan 4, 202323
- Indaba Capital Management, L.P.SC 13G/A, 1 filing Feb 14, 202224
- Luxor Capital Group, LPSC 13G/A, 1 filing Feb 14, 202225
- VANGUARD GROUP INCSC 13G/A, 1 filing Feb 10, 202226
Sources
The numbers on this page point here. Each one links to the record it came from.
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- 15SEC EDGARConor Fennerty, EVP
- 16SEC EDGARChrista A. Vesy, EVP and CAO
- 17SEC EDGARScott D. Roulston, Board member
- 18SEC EDGARBarry A. Sholem, Board member
- 19SEC EDGARGary N. Boston, Board member
- 20SEC EDGARHenrie W. Koetter, Board member
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