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SAUL CENTERS, INC.

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4877
SEC CIK
0000907254
Parsed reports
579

Last 12 months

Inside the activity.

12 purchase rows · 0 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202590
Dec 202500
Jan 202600
Feb 202600
Mar 202610
Apr 202600
May 202610
Jun 202600
Jul 202600
Aug 202600
Sep 202610
Oct 202600

Latest available

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
October 01, 2024 Filed Oct 2, 2024 18:34 UTC GrantPhantom Stock · Derivative 476.645 $41.96 $20,000.02
Disclosure

SEC source: 0000907254-24-000092 · wk-form4_1727894081.xml · derivative · entry 11

CLANCY GEORGE PATRICK JR · CIK 0001216742 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,224.981

Underlying: Common Stock · 476.645 shares

Expires not disclosed

F1 · derivative.exercise_price: New phantom shares are issuable pursuant to the Issuers Deferred Compensation Plan for Directors, as amended and restated effective May 17, 2024 (the Deferred Compensation Plan), under its 2024 Stock Incentive Plan. Phantom shares issued prior to May 17, 2024, continue to be subject to the terms of the Issuers deferred compensation plan for directors in effect prior to the amendment and restatement of the Deferred Compensation Plan.

F2 · derivative.exercise_date: The conversion of phantom shares issued on or after May 17, 2024, into shares of the Issuers common stock is governed pursuant to terms of the Issuers Deferred Compensation Plan under its 2024 Stock Plan and the reporting persons Deferred Fee Agreement. The conversion of phantom shares issued prior to May 17, 2024, into shares of the Issuers common stock is governed pursuant to the terms of the Issuers deferred compensation plan for directors in effect prior to the amendment and restatement of the Deferred Compensation Plan and the reporting persons Deferred Fee Agreement.

F2 · derivative.expiration_date: The conversion of phantom shares issued on or after May 17, 2024, into shares of the Issuers common stock is governed pursuant to terms of the Issuers Deferred Compensation Plan under its 2024 Stock Plan and the reporting persons Deferred Fee Agreement. The conversion of phantom shares issued prior to May 17, 2024, into shares of the Issuers common stock is governed pursuant to the terms of the Issuers deferred compensation plan for directors in effect prior to the amendment and restatement of the Deferred Compensation Plan and the reporting persons Deferred Fee Agreement.

F3 · balance_after: Includes 85.753 shares awarded July 31, 2024 as dividend reinvestments on shares of phantom stock held by the reporting person pursuant to the Deferred Compensation Plan.

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September 27, 2024 Filed Oct 1, 2024 22:17 UTC
Heard Carlos LawrenceSenior Vice President & CFO
PurchaseSeries D Preferred Stock 200 $23.25 $4,650.00
Disclosure

SEC source: 0000907254-24-000089 · wk-form4_1727821041.xml · nonDerivative · entry 2

Heard Carlos Lawrence · CIK 0001849267 · Senior Vice President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 400

Read SEC document
July 01, 2024 Filed Jul 2, 2024 15:00 UTC GrantPhantom Stock · Derivative 441.936 $36.77 $16,249.99
Disclosure

SEC source: 0000907254-24-000083 · wk-form4_1719932418.xml · derivative · entry 11

CHAPOTON JOHN E · CIK 0001144844 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,487.909

Underlying: Common Stock · 441.936 shares

Expires not disclosed

F1 · derivative.exercise_price: New phantom shares are issuable pursuant to the Issuers Deferred Compensation Plan for Directors, as amended and restated effective May 17, 2024 (the Deferred Compensation Plan), under its 2024 Stock Incentive Plan. Phantom shares issued prior to May 17, 2024, continue to be subject to the terms of the Issuers deferred compensation plan for directors in effect prior to the amendment and restatement of the Deferred Compensation Plan.

F2 · derivative.exercise_date: The conversion of phantom shares issued on or after May 17, 2024, into shares of the Issuers common stock is governed pursuant to terms of the Issuers Deferred Compensation Plan under its 2024 Stock Plan and the reporting persons Deferred Fee Agreement. The conversion of phantom shares issued prior to May 17, 2024, into shares of the Issuers common stock is governed pursuant to the terms of the Issuers deferred compensation plan for directors in effect prior to the amendment and restatement of the Deferred Compensation Plan and the reporting persons Deferred Fee Agreement.

F2 · derivative.expiration_date: The conversion of phantom shares issued on or after May 17, 2024, into shares of the Issuers common stock is governed pursuant to terms of the Issuers Deferred Compensation Plan under its 2024 Stock Plan and the reporting persons Deferred Fee Agreement. The conversion of phantom shares issued prior to May 17, 2024, into shares of the Issuers common stock is governed pursuant to the terms of the Issuers deferred compensation plan for directors in effect prior to the amendment and restatement of the Deferred Compensation Plan and the reporting persons Deferred Fee Agreement.

Read SEC document
July 01, 2024 Filed Jul 2, 2024 14:50 UTC GrantPhantom Stock · Derivative 543.921 $36.77 $19,999.98
Disclosure

SEC source: 0000907254-24-000082 · wk-form4_1719931842.xml · derivative · entry 11

CLANCY GEORGE PATRICK JR · CIK 0001216742 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,662.583

Underlying: Common Stock · 543.921 shares

Expires not disclosed

F1 · derivative.exercise_price: New phantom shares are issuable pursuant to the Issuers Deferred Compensation Plan for Directors, as amended and restated effective May 17, 2024 (the Deferred Compensation Plan), under its 2024 Stock Incentive Plan. Phantom shares issued prior to May 17, 2024, continue to be subject to the terms of the Issuers deferred compensation plan for directors in effect prior to the amendment and restatement of the Deferred Compensation Plan.

F2 · derivative.exercise_date: The conversion of phantom shares issued on or after May 17, 2024, into shares of the Issuers common stock is governed pursuant to terms of the Issuers Deferred Compensation Plan under its 2024 Stock Plan and the reporting persons Deferred Fee Agreement. The conversion of phantom shares issued prior to May 17, 2024, into shares of the Issuers common stock is governed pursuant to the terms of the Issuers deferred compensation plan for directors in effect prior to the amendment and restatement of the Deferred Compensation Plan and the reporting persons Deferred Fee Agreement.

F2 · derivative.expiration_date: The conversion of phantom shares issued on or after May 17, 2024, into shares of the Issuers common stock is governed pursuant to terms of the Issuers Deferred Compensation Plan under its 2024 Stock Plan and the reporting persons Deferred Fee Agreement. The conversion of phantom shares issued prior to May 17, 2024, into shares of the Issuers common stock is governed pursuant to the terms of the Issuers deferred compensation plan for directors in effect prior to the amendment and restatement of the Deferred Compensation Plan and the reporting persons Deferred Fee Agreement.

Read SEC document
June 26, 2024 Filed Feb 7, 2025 15:31 UTC
Saul Patricia E.Director · Vice Chair
OtherCommon Stock 8,320.623 $0.00 $0.00
Disclosure

SEC source: 0000907254-25-000014 · wk-form5_1738942266.xml · nonDerivative · entry 1

Lotuff Patricia Saul · CIK 0001972629 · Director · Vice Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,410.269

F1 · shares: Shares received from a trust in which the reporting person was a beneficiary but not the trustee. The transfer reflects a change in the form of ownership, with the reporting person now directly holding the shares. No consideration was paid by the reporting person in connection with transaction.

F2 · balance_after: Balance increased by July 31, 2024 and October 31, 2024 Dividend Reinvestment Plan awards totaling 289.646 shares.

Read SEC document
June 26, 2024 Filed Feb 7, 2025 15:29 UTC OtherCommon Stock 3,000 $0.00 $0.00
Disclosure

SEC source: 0000907254-25-000011 · wk-form5_1738942172.xml · nonDerivative · entry 1

Saul Andrew M. II · CIK 0001612318 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,800

F1 · shares: Shares received from a trust in which the reporting person was a beneficiary but not the trustee. The transfer reflects a change in the form of ownership, with the reporting person now directly holding the shares. No consideration was paid by the reporting person in connection with transaction.

Read SEC document
June 26, 2024 Filed Feb 7, 2025 15:29 UTC
SAUL B FRANCIS IIDirector · Chairman & CEO · 10% owner
OtherCommon Stock 8,320.625 $0.00 $0.00
Disclosure

SEC source: 0000907254-25-000010 · wk-form5_1738942135.xml · nonDerivative · entry 15

SAUL B FRANCIS II · CIK 0001027551 · Director · Chairman & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 0

F18 · shares: B. Francis Saul II is the trustee of The Patricia English Saul Trust (the PES Trust) and, as such, he may be deemed to beneficially own the securities held by the PES Trust. This transaction reflects the distribution of all shares held by the SES Trust to its beneficiary in accordance with the terms of the trust. No consideration was paid in connection with this distribution, and the reporting person no longer has beneficial ownership or control over the distributed shares.

F18 · ownership.nature: B. Francis Saul II is the trustee of The Patricia English Saul Trust (the PES Trust) and, as such, he may be deemed to beneficially own the securities held by the PES Trust. This transaction reflects the distribution of all shares held by the SES Trust to its beneficiary in accordance with the terms of the trust. No consideration was paid in connection with this distribution, and the reporting person no longer has beneficial ownership or control over the distributed shares.

Read SEC document
June 26, 2024 Filed Feb 7, 2025 15:29 UTC
SAUL B FRANCIS IIDirector · Chairman & CEO · 10% owner
OtherCommon Stock 3,000 $0.00 $0.00
Disclosure

SEC source: 0000907254-25-000010 · wk-form5_1738942135.xml · nonDerivative · entry 14

SAUL B FRANCIS II · CIK 0001027551 · Director · Chairman & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 0

F17 · shares: B. Francis Saul II is the trustee of The Andrew M. Saul Trust (the AMS Trust) and, as such, he may be deemed to beneficially own the securities held by the AMS Trust. This transaction reflects the distribution of all shares held by the AMS Trust to its beneficiary in accordance with the terms of the trust. No consideration was paid in connection with this distribution, and the reporting person no longer has beneficial ownership or control over the distributed shares.

F17 · ownership.nature: B. Francis Saul II is the trustee of The Andrew M. Saul Trust (the AMS Trust) and, as such, he may be deemed to beneficially own the securities held by the AMS Trust. This transaction reflects the distribution of all shares held by the AMS Trust to its beneficiary in accordance with the terms of the trust. No consideration was paid in connection with this distribution, and the reporting person no longer has beneficial ownership or control over the distributed shares.

Read SEC document
June 26, 2024 Filed Feb 7, 2025 15:29 UTC
SAUL B FRANCIS IIDirector · Chairman & CEO · 10% owner
OtherCommon Stock 4,072.379 $0.00 $0.00
Disclosure

SEC source: 0000907254-25-000010 · wk-form5_1738942135.xml · nonDerivative · entry 13

SAUL B FRANCIS II · CIK 0001027551 · Director · Chairman & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 0

F16 · shares: B. Francis Saul II is the trustee of The Sharon Elizabeth Saul Trust (the SES Trust) and, as such, he may be deemed to beneficially own the securities held by the SES Trust. This transaction reflects the distribution of all shares held by the SES Trust to its beneficiary in accordance with the terms of the trust. No consideration was paid in connection with this distribution, and the reporting person no longer has beneficial ownership or control over the distributed shares.

F16 · ownership.nature: B. Francis Saul II is the trustee of The Sharon Elizabeth Saul Trust (the SES Trust) and, as such, he may be deemed to beneficially own the securities held by the SES Trust. This transaction reflects the distribution of all shares held by the SES Trust to its beneficiary in accordance with the terms of the trust. No consideration was paid in connection with this distribution, and the reporting person no longer has beneficial ownership or control over the distributed shares.

Read SEC document
May 17, 2024 Filed May 22, 2024 00:28 UTC
Friedlis Zachary MaxwellSr. VP-Director of Leasing
GrantPerformance Shares · Derivative 1,500 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000907254-24-000077 · wk-form4_1716337674.xml · derivative · entry 3

Friedlis Zachary Maxwell · CIK 0002008933 · Sr. VP-Director of Leasing

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,500

Underlying: Common Stock · 1,500 shares

Expires 2029-05-17

F2 · shares: The performance share award provides for the grant of restricted shares of Common Stock on each of the five anniversaries of May 17, 2024 in equal annual installments. The number of restricted shares of such grant that vest, if any, is (i) subject to cliff-vesting on May 17, 2029, and (2) achievement of performance criteria relating to the Companys target Funds from Operations available to common stockholders and noncontrolling interests (FFO) measured against an FFO amount included in the budget established by the Board of Directors annually prior to the start of such calendar year.

Read SEC document
May 17, 2024 Filed May 22, 2024 00:28 UTC
Friedlis Zachary MaxwellSr. VP-Director of Leasing
GrantCommon Stock 1,500 $0.00 $0.00
Disclosure

SEC source: 0000907254-24-000077 · wk-form4_1716337674.xml · nonDerivative · entry 2

Friedlis Zachary Maxwell · CIK 0002008933 · Sr. VP-Director of Leasing

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,321.479

F1 · shares: Represents restricted shares of Common Stock. Such shares vest on the first five anniversaries of May 17, 2024 in equal annual installments, assuming continued employment.

Read SEC document
May 17, 2024 Filed May 22, 2024 00:27 UTC
Hachey Donald ASenior Vice Pres.-Construction
GrantPerformance Shares · Derivative 1,500 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000907254-24-000076 · wk-form4_1716337663.xml · derivative · entry 11

Hachey Donald A · CIK 0001667671 · Senior Vice Pres.-Construction

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,500

Underlying: Common Stock · 1,500 shares

Expires 2029-05-17

F3 · shares: The performance share award provides for the grant of restricted shares of Common Stock on each of the five anniversaries of May 17, 2024 in equal annual installments. The number of restricted shares of such grant that vest, if any, is (i) subject to cliff-vesting on May 17, 2029, and (2) achievement of performance criteria relating to the Companys target Funds from Operations available to common stockholders and noncontrolling interests (FFO) measured against an FFO amount included in the budget established by the Board of Directors annually prior to the start of such calendar year.

Read SEC document
May 17, 2024 Filed May 22, 2024 00:27 UTC
Hachey Donald ASenior Vice Pres.-Construction
GrantCommon Stock 1,500 $0.00 $0.00
Disclosure

SEC source: 0000907254-24-000076 · wk-form4_1716337663.xml · nonDerivative · entry 1

Hachey Donald A · CIK 0001667671 · Senior Vice Pres.-Construction

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,500

F1 · shares: Represents restricted shares of Common Stock. Such shares vest on the first five anniversaries of May 17, 2024 in equal annual installments, assuming continued employment.

Read SEC document
May 17, 2024 Filed May 22, 2024 00:14 UTC
Laycock Willoughby B.Director · SVP-Res. Design/Mrkt Research
GrantPerformance Shares · Derivative 500 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000907254-24-000073 · wk-form4_1716336879.xml · derivative · entry 14

Laycock Willoughby B. · CIK 0001771496 · Director · SVP-Res. Design/Mrkt Research

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 500

Underlying: Common Stock · 500 shares

Expires 2029-05-17

F6 · shares: The performance share award provides for the grant of restricted shares of Common Stock on each of the five anniversaries of May 17, 2024 in equal annual installments. The number of restricted shares of such grant that vest, if any, is (i) subject to cliff-vesting on May 17, 2029, and (2) achievement of performance criteria relating to the Companys target Funds from Operations available to common stockholders and noncontrolling interests (FFO) measured against an FFO amount included in the budget established by the Board of Directors annually prior to the start of such calendar year.

Read SEC document
May 17, 2024 Filed May 22, 2024 00:14 UTC
Laycock Willoughby B.Director · SVP-Res. Design/Mrkt Research
GrantCommon Stock 500 $0.00 $0.00
Disclosure

SEC source: 0000907254-24-000073 · wk-form4_1716336879.xml · nonDerivative · entry 3

Laycock Willoughby B. · CIK 0001771496 · Director · SVP-Res. Design/Mrkt Research

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,545

F4 · shares: Represents restricted shares of Common Stock. Such shares vest on the first five anniversaries of May 17, 2024 in equal annual installments, assuming continued employment.

Read SEC document
May 17, 2024 Filed May 22, 2024 00:14 UTC
Heard Carlos LawrenceSenior Vice President & CFO
GrantPerformance Shares · Derivative 2,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000907254-24-000072 · wk-form4_1716336868.xml · derivative · entry 6

Heard Carlos Lawrence · CIK 0001849267 · Senior Vice President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,000

Underlying: Common Stock · 2,000 shares

Expires 2029-05-17

F3 · shares: The performance share award provides for the grant of restricted shares of Common Stock on each of the five anniversaries of May 17, 2024 in equal annual installments. The number of restricted shares of such grant that vest, if any, is (i) subject to cliff-vesting on May 17, 2029, and (2) achievement of performance criteria relating to the Companys target Funds from Operations available to common stockholders and noncontrolling interests (FFO) measured against an FFO amount included in the budget established by the Board of Directors annually prior to the start of such calendar year.

Read SEC document
May 17, 2024 Filed May 22, 2024 00:14 UTC
Heard Carlos LawrenceSenior Vice President & CFO
GrantCommon Stock 2,000 $0.00 $0.00
Disclosure

SEC source: 0000907254-24-000072 · wk-form4_1716336868.xml · nonDerivative · entry 2

Heard Carlos Lawrence · CIK 0001849267 · Senior Vice President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,219.266

F1 · shares: Represents restricted shares of Common Stock. Such shares vest on the first five anniversaries of May 17, 2024 in equal annual installments, assuming continued employment.

Read SEC document
May 17, 2024 Filed May 22, 2024 00:14 UTC
SAUL B FRANCIS IIDirector · Chairman & CEO · 10% owner
GrantPerformance Shares · Derivative 20,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000907254-24-000071 · wk-form4_1716336854.xml · derivative · entry 27

SAUL B FRANCIS II · CIK 0001027551 · Director · Chairman & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,000

Underlying: Common Stock · 20,000 shares

Expires 2029-05-17

F22 · shares: The performance share award provides for the grant of restricted shares of Common Stock on each of the five anniversaries of May 17, 2024 in equal annual installments. The number of restricted shares of such grant that vest, if any, is (i) subject to cliff-vesting on May 17, 2029, and (2) achievement of performance criteria relating to the Companys target Funds from Operations available to common stockholders and noncontrolling interests (FFO) measured against an FFO amount included in the budget established by the Board of Directors annually prior to the start of such calendar year.

Read SEC document
May 17, 2024 Filed May 22, 2024 00:14 UTC
SAUL B FRANCIS IIDirector · Chairman & CEO · 10% owner
GrantCommon Stock 20,000 $0.00 $0.00
Disclosure

SEC source: 0000907254-24-000071 · wk-form4_1716336854.xml · nonDerivative · entry 15

SAUL B FRANCIS II · CIK 0001027551 · Director · Chairman & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 170,426.434

F16 · shares: Represents restricted shares of Common Stock. Such shares vest on the first five anniversaries of May 17, 2024 in equal annual installments, assuming continued employment.

F17 · balance_after: Balance increased by April 30, 2024 Dividend Reinvestment Plan award of 2,320.828 shares.

Read SEC document
May 17, 2024 Filed May 22, 2024 00:14 UTC GrantCommon Stock 2,000 $0.00 $0.00
Disclosure

SEC source: 0000907254-24-000070 · wk-form4_1716336842.xml · nonDerivative · entry 1

Platts H. Gregory · CIK 0001544058 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,900

F1 · shares: Represents restricted shares of Common Stock. Such shares vest on the first three anniversaries of May 17, 2024 in equal annual installments, assuming continued service.

Read SEC document
May 17, 2024 Filed May 22, 2024 00:14 UTC
Saul Patricia E.Director · Vice Chair
GrantPerformance Shares · Derivative 2,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000907254-24-000069 · wk-form4_1716336829.xml · derivative · entry 3

Lotuff Patricia Saul · CIK 0001972629 · Director · Vice Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,000

Underlying: Common Stock · 2,000 shares

Expires 2029-05-17

F2 · shares: The performance share award provides for the grant of restricted shares of Common Stock on each of the five anniversaries of May 17, 2024 in equal annual installments. The number of restricted shares of such grant that vest, if any, is (i) subject to cliff-vesting on May 17, 2029, and (2) achievement of performance criteria relating to the Company's target Funds from Operations available to common stockholders and noncontrolling interests (FFO) measured against an FFO amount included in the budget established by the Board of Directors annually prior to the start of such calendar year.

Read SEC document
May 17, 2024 Filed May 22, 2024 00:14 UTC
Saul Patricia E.Director · Vice Chair
GrantCommon Stock 2,000 $0.00 $0.00
Disclosure

SEC source: 0000907254-24-000069 · wk-form4_1716336829.xml · nonDerivative · entry 1

Lotuff Patricia Saul · CIK 0001972629 · Director · Vice Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,800

F1 · shares: Represents restricted shares of Common Stock. Such shares vest on the first five anniversaries of May 17, 2024 in equal annual installments, assuming continued employment.

Read SEC document
May 17, 2024 Filed May 22, 2024 00:13 UTC
Friedman Joel AlbertExec VP, CAO & Treasurer
GrantPerformance Shares · Derivative 2,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000907254-24-000068 · wk-form4_1716336813.xml · derivative · entry 14

Friedman Joel Albert · CIK 0001472420 · Exec VP, CAO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,000

Underlying: Common Stock · 2,000 shares

Expires 2029-05-17

F6 · shares: The performance share award provides for the grant of restricted shares of Common Stock on each of the five anniversaries of May 17, 2024 in equal annual installments. The number of restricted shares of such grant that vest, if any, is (i) subject to cliff-vesting on May 17, 2029, and (2) achievement of performance criteria relating to the Companys target Funds from Operations available to common stockholders and noncontrolling interests (FFO) measured against an FFO amount included in the budget established by the Board of Directors annually prior to the start of such calendar year.

Read SEC document
May 17, 2024 Filed May 22, 2024 00:13 UTC
Friedman Joel AlbertExec VP, CAO & Treasurer
GrantCommon Stock 2,000 $0.00 $0.00
Disclosure

SEC source: 0000907254-24-000068 · wk-form4_1716336813.xml · nonDerivative · entry 4

Friedman Joel Albert · CIK 0001472420 · Exec VP, CAO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,139.167

F3 · shares: Represents restricted shares of Common Stock. Such shares vest on the first five anniversaries of May 17, 2024 in equal annual installments, assuming continued employment.

F4 · balance_after: Balance increased by July 31, 2023 Dividend Reinvestment Plan award, October 31, 2023, January 31, 2024 and April 30, 2024 award totaling 8.78 shares

Read SEC document
May 17, 2024 Filed May 22, 2024 00:13 UTC GrantCommon Stock 2,000 $0.00 $0.00
Disclosure

SEC source: 0000907254-24-000067 · wk-form4_1716336800.xml · nonDerivative · entry 1

Saul Andrew M. II · CIK 0001612318 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,800

F1 · shares: Represents restricted shares of Common Stock. Such shares vest on the first three anniversaries of May 17, 2024 in equal annual installments, assuming continued service.

Read SEC document
May 17, 2024 Filed May 22, 2024 00:13 UTC GrantCommon Stock 2,000 $0.00 $0.00
Disclosure

SEC source: 0000907254-24-000065 · wk-form4_1716336773.xml · nonDerivative · entry 4

CARACI PHILIP D · CIK 0001228461 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,416

F2 · shares: Represents restricted shares of Common Stock. Such shares vest on the first three anniversaries of May 17, 2024 in equal annual installments, assuming continued service.

Read SEC document
May 17, 2024 Filed May 22, 2024 00:13 UTC
Guevara Bettina T.Exec. VP /Chf Legal & Adm Off
GrantPerformance Shares · Derivative 2,500 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000907254-24-000066 · wk-form4_1716336787.xml · derivative · entry 5

Guevara Bettina T. · CIK 0002008664 · Exec. VP /Chf Legal & Adm Off

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,500

Underlying: Common Stock · 2,500 shares

Expires 2029-05-17

F3 · shares: The performance share award provides for the grant of restricted shares of Common Stock on each of the five anniversaries of May 17, 2024 in equal annual installments. The number of restricted shares of such grant that vest, if any, is (i) subject to cliff-vesting on May 17, 2029, and (2) achievement of performance criteria relating to the Companys target Funds from Operations available to common stockholders and noncontrolling interests (FFO) measured against an FFO amount included in the budget established by the Board of Directors annually prior to the start of such calendar year.

Read SEC document
May 17, 2024 Filed May 22, 2024 00:13 UTC
Guevara Bettina T.Exec. VP /Chf Legal & Adm Off
GrantCommon Stock 2,500 $0.00 $0.00
Disclosure

SEC source: 0000907254-24-000066 · wk-form4_1716336787.xml · nonDerivative · entry 1

Guevara Bettina T. · CIK 0002008664 · Exec. VP /Chf Legal & Adm Off

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,500

F1 · shares: Represents restricted shares of Common Stock. Such shares vest on the first five anniversaries of May 17, 2024 in equal annual installments, assuming continued employment.

Read SEC document
May 17, 2024 Filed May 22, 2024 00:12 UTC GrantCommon Stock 2,000 $0.00 $0.00
Disclosure

SEC source: 0000907254-24-000064 · wk-form4_1716336762.xml · nonDerivative · entry 4

Sullivan Mark III · CIK 0001433619 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,400

F4 · shares: Represents restricted shares of Common Stock. Such shares vest on the first three anniversaries of May 17, 2024 in equal annual installments, assuming continued service.

F5 · ownership.direct: Self-Direct

Read SEC document
May 17, 2024 Filed May 22, 2024 00:12 UTC
Collich JohnSr. VP, Chief Acq. & Dev. Off.
GrantPerformance Shares · Derivative 1,500 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000907254-24-000063 · wk-form4_1716336750.xml · derivative · entry 14

COLLICH JOHN F · CIK 0001228472 · Sr. VP, Chief Acq. & Dev. Off.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,500

Underlying: Common Stock · 1,500 shares

Expires 2029-05-17

F6 · shares: The performance share award provides for the grant of restricted shares of Common Stock on each of the five anniversaries of May 17, 2024 in equal annual installments. The number of restricted shares of such grant that vest, if any, is (i) subject to cliff-vesting on May 17, 2029, and (2) achievement of performance criteria relating to the Companys target Funds from Operations available to common stockholders and noncontrolling interests (FFO) measured against an FFO amount included in the budget established by the Board of Directors annually prior to the start of such calendar year.

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May 17, 2024 Filed May 22, 2024 00:12 UTC
Collich JohnSr. VP, Chief Acq. & Dev. Off.
GrantCommon Stock 1,500 $0.00 $0.00
Disclosure

SEC source: 0000907254-24-000063 · wk-form4_1716336750.xml · nonDerivative · entry 4

COLLICH JOHN F · CIK 0001228472 · Sr. VP, Chief Acq. & Dev. Off.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,539

F3 · shares: Represents restricted shares of Common Stock. Such shares vest on the first five anniversaries of May 17, 2024 in equal annual installments, assuming continued employment.

F4 · balance_after: Balance increased by July 31, 2023 Dividend Reinvestment Plan award, October 31, 2023, January 31, 2024 and April 30, 2024 award totaling 2,493 shares

Read SEC document
May 17, 2024 Filed May 22, 2024 00:12 UTC GrantCommon Stock 2,000 $0.00 $0.00
Disclosure

SEC source: 0000907254-24-000062 · wk-form4_1716336738.xml · nonDerivative · entry 1

Lansdale James Page · CIK 0001472379 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,576

F1 · shares: Represents restricted shares of Common Stock. Such shares vest on the first three anniversaries of May 17, 2024 in equal annual installments, assuming continued service.

Read SEC document
May 17, 2024 Filed May 22, 2024 00:12 UTC
Pearson David ToddDirector · President & COO
GrantPerformance Shares · Derivative 17,500 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000907254-24-000061 · wk-form4_1716336725.xml · derivative · entry 11

Pearson David Todd · CIK 0001804456 · Director · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,500

Underlying: Common Stock · 17,500 shares

Expires 2029-05-17

F5 · derivative.exercise_date: The performance share award provides for the grant of restricted shares of Common Stock on each of the five anniversaries of May 17, 2024 in equal annual installments. The number of restricted shares of such grant that vest, if any, is (i) subject to cliff-vesting on May 17, 2029, and (2) achievement of performance criteria relating to the Companys target Funds from Operations available to common stockholders and noncontrolling interests (FFO) measured against an FFO amount included in the budget established by the Board of Directors annually prior to the start of such calendar year.

Read SEC document
May 17, 2024 Filed May 22, 2024 00:12 UTC
Pearson David ToddDirector · President & COO
GrantCommon Stock 17,500 $0.00 $0.00
Disclosure

SEC source: 0000907254-24-000061 · wk-form4_1716336725.xml · nonDerivative · entry 2

Pearson David Todd · CIK 0001804456 · Director · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,808.48

F2 · shares: Represents restricted shares of Common Stock. Such shares vest on the first five anniversaries of May 17, 2024 in equal annual installments, assuming continued employment.

F3 · balance_after: Balance increased by April 30, 2024 Dividend Reinvestment Plan award of 104.26 shares.

Read SEC document
May 17, 2024 Filed May 22, 2024 00:12 UTC GrantCommon Stock 2,000 $0.00 $0.00
Disclosure

SEC source: 0000907254-24-000060 · wk-form4_1716336709.xml · nonDerivative · entry 1

CHAPOTON JOHN E · CIK 0001144844 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,466.078

F1 · shares: Represents restricted shares of Common Stock. Such shares vest on the first three anniversaries of May 17, 2024 in equal annual installments, assuming continued service.

Read SEC document
May 17, 2024 Filed May 22, 2024 00:11 UTC GrantCommon Stock 2,000 $0.00 $0.00
Disclosure

SEC source: 0000907254-24-000059 · wk-form4_1716336693.xml · nonDerivative · entry 1

Powell Earl A III · CIK 0001736686 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,200

F1 · shares: Represents restricted shares of Common Stock. Such shares vest on the first three anniversaries of May 17, 2024 in equal annual installments, assuming continued service.

Read SEC document
May 17, 2024 Filed May 22, 2024 00:11 UTC
Garland Judith K.SVP, Office and Retail
GrantPerformance Shares · Derivative 1,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000907254-24-000058 · wk-form4_1716336677.xml · derivative · entry 5

Garland Judith K. · CIK 0001849366 · SVP, Office and Retail

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,000

Underlying: Common Stock · 1,000 shares

Expires 2029-05-17

F3 · shares: The performance share award provides for the grant of restricted shares of Common Stock on each of the five anniversaries of May 17, 2024 in equal annual installments. The number of restricted shares of such grant that vest, if any, is (i) subject to cliff-vesting on May 17, 2029, and (2) achievement of performance criteria relating to the Companys target Funds from Operations available to common stockholders and noncontrolling interests (FFO) measured against an FFO amount included in the budget established by the Board of Directors annually prior to the start of such calendar year.

Read SEC document
May 17, 2024 Filed May 22, 2024 00:11 UTC
Garland Judith K.SVP, Office and Retail
GrantCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0000907254-24-000058 · wk-form4_1716336677.xml · nonDerivative · entry 1

Garland Judith K. · CIK 0001849366 · SVP, Office and Retail

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,000

F1 · shares: Represents restricted shares of Common Stock. Such shares vest on the first five anniversaries of May 17, 2024 in equal annual installments, assuming continued employment.

Read SEC document
May 17, 2024 Filed May 22, 2024 00:11 UTC
Godby LoriSenior Vice Pres.-Residential
GrantPerformance Shares · Derivative 500 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000907254-24-000057 · wk-form4_1716336655.xml · derivative · entry 5

Godby Lori · CIK 0001851292 · Senior Vice Pres.-Residential

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 500

Underlying: Common Stock · 500 shares

Expires 2029-05-17

F3 · shares: The performance share award provides for the grant of restricted shares of Common Stock on each of the five anniversaries of May 17, 2024 in equal annual installments. The number of restricted shares of such grant that vest, if any, is (i) subject to cliff-vesting on May 17, 2029, and (2) achievement of performance criteria relating to the Companys target Funds from Operations available to common stockholders and noncontrolling interests (FFO) measured against an FFO amount included in the budget established by the Board of Directors annually prior to the start of such calendar year.

Read SEC document
May 17, 2024 Filed May 22, 2024 00:11 UTC
Godby LoriSenior Vice Pres.-Residential
GrantCommon Stock 500 $0.00 $0.00
Disclosure

SEC source: 0000907254-24-000057 · wk-form4_1716336655.xml · nonDerivative · entry 1

Godby Lori · CIK 0001851292 · Senior Vice Pres.-Residential

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 500

F1 · shares: Represents restricted shares of Common Stock. Such shares vest on the first five anniversaries of May 17, 2024 in equal annual installments, assuming continued employment.

Read SEC document
May 17, 2024 Filed May 22, 2024 00:10 UTC GrantCommon Stock 2,000 $0.00 $0.00
Disclosure

SEC source: 0000907254-24-000056 · wk-form4_1716336640.xml · nonDerivative · entry 1

CLANCY GEORGE PATRICK JR · CIK 0001216742 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,591

F1 · shares: Represents restricted shares of Common Stock. Such shares vest on the first three anniversaries of May 17, 2024 in equal annual installments, assuming continued service.

Read SEC document
May 17, 2024 Filed May 24, 2024 00:02 UTC GrantCommon Stock 2,000 $0.00 $0.00
Disclosure

SEC source: 0000907254-24-000080 · wk-form4_1716508909.xml · nonDerivative · entry 1

Leffall LaSalle D. III · CIK 0002024592 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,000

F1 · shares: Represents restricted shares of Common Stock. Such shares vest on the first three anniversaries of May 17, 2024 in equal annual installments, assuming continued service.

Read SEC document
May 07, 2024 Filed May 9, 2024 20:44 UTC
Friedlis Zachary MaxwellSr. VP-Director of Leasing
PurchaseSeries D Preferred Stock 600 $20.84 $12,504.00
Disclosure

SEC source: 0000907254-24-000044 · wk-form4_1715287473.xml · nonDerivative · entry 2

Friedlis Zachary Maxwell · CIK 0002008933 · Sr. VP-Director of Leasing

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,271

Read SEC document
May 07, 2024 Filed May 9, 2024 20:43 UTC
Heard Carlos LawrenceSenior Vice President & CFO
PurchaseSeries D Preferred Stock 200 $20.75 $4,150.00
Disclosure

SEC source: 0000907254-24-000043 · wk-form4_1715287396.xml · nonDerivative · entry 1

Heard Carlos Lawrence · CIK 0001849267 · Senior Vice President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 200

Read SEC document
April 01, 2024 Filed Apr 3, 2024 15:13 UTC GrantPhantom Stock · Derivative 526.177 $38.01 $19,999.99
Disclosure

SEC source: 0000907254-24-000037 · wk-form4_1712157213.xml · derivative · entry 12

CLANCY GEORGE PATRICK JR · CIK 0001216742 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,034.066

Underlying: Common Stock · 526.177 shares

Expires not disclosed

F1 · derivative.exercise_price: Phantom shares are issuable pursuant to the Issuer's Deferred Compensation Plan for Directors under its 2004 Stock Plan, as amended (the "Deferred Compensation Plan"). Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service.

F2 · derivative.exercise_date: The conversion of phantom stock into shares of the issuer's common stock is governed pursuant to terms of the issuer's Deferred Compensation Plan under its 2004 Stock Plan, as amended, and the reporting person's Deferred Fee Agreement.

F2 · derivative.expiration_date: The conversion of phantom stock into shares of the issuer's common stock is governed pursuant to terms of the issuer's Deferred Compensation Plan under its 2004 Stock Plan, as amended, and the reporting person's Deferred Fee Agreement.

F3 · balance_after: Includes 69.445 shares awarded January 31, 2024 as dividend reinvestments on shares of phantom stock held by the reporting person pursuant to the Deferred Compensation Plan.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 15:12 UTC GrantPhantom Stock · Derivative 427.519 $38.01 $16,250.00
Disclosure

SEC source: 0000907254-24-000036 · wk-form4_1712157142.xml · derivative · entry 12

CHAPOTON JOHN E · CIK 0001144844 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,648.565

Underlying: Common Stock · 427.519 shares

Expires not disclosed

F1 · derivative.exercise_price: Phantom shares are issuable pursuant to the Issuer's Deferred Compensation Plan for Directors under its 2004 Stock Plan, as amended (the "Deferred Compensation Plan"). Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of service.

F2 · derivative.exercise_date: The conversion of phantom stock into shares of the issuer's common stock is governed pursuant to terms of the issuer's Deferred Compensation Plan under its 2004 Stock Plan, as amended, and the reporting person's Deferred Fee Agreement.

F2 · derivative.expiration_date: The conversion of phantom stock into shares of the issuer's common stock is governed pursuant to terms of the issuer's Deferred Compensation Plan under its 2004 Stock Plan, as amended, and the reporting person's Deferred Fee Agreement.

F3 · balance_after: Includes 357.725 shares awarded January 31, 2024 as dividend reinvestments on shares of phantom stock held by the reporting person pursuant to the Deferred Compensation Plan.

Read SEC document
March 15, 2024 Filed Mar 19, 2024 16:14 UTC
Pearson David ToddDirector · President & COO
PurchaseCommon Shares 2,300 $36.52 $83,999.22
Disclosure

SEC source: 0000907254-24-000025 · wk-form4_1710864842.xml · nonDerivative · entry 2

Pearson David Todd · CIK 0001804456 · Director · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,204.22

F2 · balance_after: Balance increased by 173.72 shares from dividend reinvestments on July 31, 2023, October 31, 2023 and January 31, 2024.

Read SEC document
March 07, 2024 Filed Mar 8, 2024 22:30 UTC SaleCommon Shares 722 $37.84 $27,320.41
Disclosure

SEC source: 0000907254-24-000024 · wk-form4_1709937019.xml · nonDerivative · entry 2

Lansdale James Page · CIK 0001472379 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 576

Read SEC document
March 07, 2024 Filed Mar 8, 2024 22:28 UTC
SAUL B FRANCIS IIDirector · Chairman & CEO · 10% owner
PurchaseCommon Stock 1,400 $37.84 $52,971.66
Disclosure

SEC source: 0000907254-24-000023 · wk-form4_1709936918.xml · nonDerivative · entry 16

SAUL B FRANCIS II · CIK 0001027551 · Director · Chairman & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 148,105.606

Read SEC document
March 06, 2024 Filed Mar 8, 2024 22:30 UTC SaleCommon Shares 5,502 $37.89 $208,485.09
Disclosure

SEC source: 0000907254-24-000024 · wk-form4_1709937019.xml · nonDerivative · entry 1

Lansdale James Page · CIK 0001472379 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,298

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.