Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SAUL CENTERS, INC.BFS · Entity 4877 | Sr. VP- Property Management | May 12, 2023 | May 16, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
SAUL CENTERS, INC.
Report date May 12, 2023 · Filed May 16, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $33.79 · Expires 2033-05-12 | Direct | 10,000 |
Reported balance
After 2023-05-12 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2023-05-12 · Grant · Acquired 10,000 · Balance 10,000 F3: The options vest 25% per year over four years from the date of grant. |
| Employee Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $47.03 · Expires 2024-05-09 | Direct | 10,000 |
Reported balance
Holding disclosure · report date 2023-05-12 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 10,000 F3: The options vest 25% per year over four years from the date of grant. |
| Employee Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $51.07 · Expires 2025-05-08 | Direct | 10,000 |
Reported balance
Holding disclosure · report date 2023-05-12 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 10,000 F3: The options vest 25% per year over four years from the date of grant. |
| Employee Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $57.74 · Expires 2026-05-06 | Direct | 10,000 |
Reported balance
Holding disclosure · report date 2023-05-12 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 10,000 F3: The options vest 25% per year over four years from the date of grant. |
| Employee Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $59.41 · Expires 2027-05-05 | Direct | 10,000 |
Reported balance
Holding disclosure · report date 2023-05-12 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 10,000 F3: The options vest 25% per year over four years from the date of grant. |
| Employee Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $49.46 · Expires 2028-05-11 | Direct | 10,000 |
Reported balance
Holding disclosure · report date 2023-05-12 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 10,000 F3: The options vest 25% per year over four years from the date of grant. |
| Employee Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $55.71 · Expires 2029-05-03 | Direct | 10,000 |
Reported balance
Holding disclosure · report date 2023-05-12 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 10,000 F3: The options vest 25% per year over four years from the date of grant. |
| Employee Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $50.00 · Expires 2030-04-24 | Direct | 10,000 |
Reported balance
Holding disclosure · report date 2023-05-12 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 10,000 F3: The options vest 25% per year over four years from the date of grant. |
| Employee Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $43.89 · Expires 2031-05-07 | Direct | 10,000 |
Reported balance
Holding disclosure · report date 2023-05-12 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 10,000 F3: The options vest 25% per year over four years from the date of grant. |
| Employee Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $47.90 · Expires 2032-05-13 | Direct | 10,000 |
Reported balance
Holding disclosure · report date 2023-05-12 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 10,000 F3: The options vest 25% per year over four years from the date of grant. |
| Common SharesSEC Table I · non-derivative | Indirect401K | 13,604 |
Reported balance
Holding disclosure · report date 2023-05-12 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 13,604 F1: Effective April 1, 2009, shares formerly held by the B.F. Saul Company Employees' Profit Sharing Reinvestment Trust were distributed to the individual 401(k) plan accounts of participants. The number of shares reported represents the reporting person's beneficial ownership interest in the Saul Centers stock fund of the 401(k) plan. |
| Common SharesSEC Table I · non-derivative | Direct | 844.326 |
Reported balance
Holding disclosure · report date 2023-05-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 844.326 F2: Balance increased by July 29, 2022 Dividend Reinvestment Plan award, October 31, 2022 award, January 31, 2023 award and April 28, 2023 award of 9.260 shares, 11.986 shares, 11.763 shares, and 14.029 shares, respectively. |
Filing footnotes · ownership attribution and instrument terms
F1: Effective April 1, 2009, shares formerly held by the B.F. Saul Company Employees' Profit Sharing Reinvestment Trust were distributed to the individual 401(k) plan accounts of participants. The number of shares reported represents the reporting person's beneficial ownership interest in the Saul Centers stock fund of the 401(k) plan.
F2: Balance increased by July 29, 2022 Dividend Reinvestment Plan award, October 31, 2022 award, January 31, 2023 award and April 28, 2023 award of 9.260 shares, 11.986 shares, 11.763 shares, and 14.029 shares, respectively.
F3: The options vest 25% per year over four years from the date of grant.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 12, 2023 Filed May 16, 2023 22:42 UTC | SAUL CENTERS, INC. BFS · Entity 4877 | GrantEmployee Stock Option · Derivative | 10,000 | $0.00 Strike: $33.79 | $0.00 |
DisclosureSEC source: 0000907254-23-000064 · wf-form4_168427694939739.xml · derivative · entry 12 SHERREN CHARLES W JR · CIK 0001228480 · Sr. VP- Property Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2033-05-12 F3 · derivative.exercise_date: The options vest 25% per year over four years from the date of grant. Read SEC document |
| May 13, 2022 Filed May 18, 2022 01:57 UTC | SAUL CENTERS, INC. BFS · Entity 4877 | GrantEmployee Stock Option · Derivative | 10,000 | $0.00 Strike: $47.90 | $0.00 |
DisclosureSEC source: 0000907254-22-000056 · wf-form4_165283901442697.xml · derivative · entry 12 SHERREN CHARLES W JR · CIK 0001228480 · Sr. VP- Property Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2032-05-13 F4 · derivative.exercise_date: The options vest 25% per year over four years from the date of grant. Read SEC document |
| May 07, 2021 Filed May 11, 2021 19:26 UTC | SAUL CENTERS, INC. BFS · Entity 4877 | GrantEmployee Stock Option · Derivative | 10,000 | $43.89 Strike: $43.89 | $438,900.00 |
DisclosureSEC source: 0000907254-21-000067 · wf-form4_162076120502840.xml · derivative · entry 11 SHERREN CHARLES W JR · CIK 0001228480 · Sr. VP- Property Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2031-05-07 F4 · derivative.exercise_date: The options vest 25% per year over four years from the date of grant. Read SEC document |
| April 24, 2020 Filed Apr 28, 2020 14:51 UTC | SAUL CENTERS, INC. BFS · Entity 4877 | GrantEmployee Stock Option · Derivative | 10,000 | $50.00 Strike: $50.00 | $500,000.00 |
DisclosureSEC source: 0000907254-20-000041 · wf-form4_158808548236757.xml · derivative · entry 10 SHERREN CHARLES W JR · CIK 0001228480 · Sr. VP- Property Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2030-04-24 F4 · derivative.exercise_date: The options vest 25% per year over four years from the date of grant. Read SEC document |
| October 07, 2019 Filed Oct 8, 2019 15:02 UTC | SAUL CENTERS, INC. BFS · Entity 4877 | Exercise / conversionEmployee Stock Option · Derivative | 3,993 | $41.82 Strike: $41.82 | $166,987.26 |
DisclosureSEC source: 0000907254-19-000078 · wf-form4_157054692682424.xml · derivative · entry 7 SHERREN CHARLES W JR · CIK 0001228480 · Sr. VP- Property Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,993 shares Expires 2021-05-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The options vest 25% per year over four years from the date of grant. Read SEC document |
| October 07, 2019 Filed Oct 8, 2019 15:02 UTC | SAUL CENTERS, INC. BFS · Entity 4877 | SaleCommon Shares | 3,993 | $53.00 | $211,629.00 |
DisclosureSEC source: 0000907254-19-000078 · wf-form4_157054692682424.xml · nonDerivative · entry 5 SHERREN CHARLES W JR · CIK 0001228480 · Sr. VP- Property Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 684.285 Read SEC document |
| October 07, 2019 Filed Oct 8, 2019 15:02 UTC | SAUL CENTERS, INC. BFS · Entity 4877 | Exercise / conversionCommon Shares | 3,993 | $41.82 | $166,987.26 |
DisclosureSEC source: 0000907254-19-000078 · wf-form4_157054692682424.xml · nonDerivative · entry 4 SHERREN CHARLES W JR · CIK 0001228480 · Sr. VP- Property Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,677.285 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · balance_after: Balance increased by July 31, 2019 Dividend Reinvestment Plan award of 6.693 shares. Read SEC document |
| October 04, 2019 Filed Oct 8, 2019 15:02 UTC | SAUL CENTERS, INC. BFS · Entity 4877 | Exercise / conversionEmployee Stock Option · Derivative | 6,007 | $41.82 Strike: $41.82 | $251,212.74 |
DisclosureSEC source: 0000907254-19-000078 · wf-form4_157054692682424.xml · derivative · entry 6 SHERREN CHARLES W JR · CIK 0001228480 · Sr. VP- Property Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,993 Underlying: Common Stock · 6,007 shares Expires 2021-05-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The options vest 25% per year over four years from the date of grant. Read SEC document |
| October 04, 2019 Filed Oct 8, 2019 15:02 UTC | SAUL CENTERS, INC. BFS · Entity 4877 | SaleCommon Shares | 6,007 | $53.03 | $318,551.21 |
DisclosureSEC source: 0000907254-19-000078 · wf-form4_157054692682424.xml · nonDerivative · entry 3 SHERREN CHARLES W JR · CIK 0001228480 · Sr. VP- Property Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 684.285 Read SEC document |
| October 04, 2019 Filed Oct 8, 2019 15:02 UTC | SAUL CENTERS, INC. BFS · Entity 4877 | Exercise / conversionCommon Shares | 6,007 | $41.82 | $251,212.74 |
DisclosureSEC source: 0000907254-19-000078 · wf-form4_157054692682424.xml · nonDerivative · entry 2 SHERREN CHARLES W JR · CIK 0001228480 · Sr. VP- Property Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,691.285 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · balance_after: Balance increased by July 31, 2019 Dividend Reinvestment Plan award of 6.693 shares. Read SEC document |
| May 16, 2019 Filed May 20, 2019 14:50 UTC | SAUL CENTERS, INC. BFS · Entity 4877 | GrantEmployee Stock Option · Derivative | 10,000 | $39.29 Strike: $39.29 | $392,900.00 |
DisclosureSEC source: 0000907254-19-000051 · wf-form4_155836379174760.xml · derivative · entry 5 SHERREN CHARLES W JR · CIK 0001228480 · Sr. VP- Property Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2022-05-04 F2 · derivative.exercise_date: The options vest 25% per year over four years from the date of grant. Read SEC document |
| May 16, 2019 Filed May 20, 2019 14:50 UTC | SAUL CENTERS, INC. BFS · Entity 4877 | SaleCommon Shares | 10,000 | $54.58 | $545,800.00 |
DisclosureSEC source: 0000907254-19-000051 · wf-form4_155836379174760.xml · nonDerivative · entry 3 SHERREN CHARLES W JR · CIK 0001228480 · Sr. VP- Property Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 677.592 Read SEC document |
| May 16, 2019 Filed May 20, 2019 14:50 UTC | SAUL CENTERS, INC. BFS · Entity 4877 | Exercise / conversionCommon Shares | 10,000 | $39.29 | $392,900.00 |
DisclosureSEC source: 0000907254-19-000051 · wf-form4_155836379174760.xml · nonDerivative · entry 2 SHERREN CHARLES W JR · CIK 0001228480 · Sr. VP- Property Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,677.592 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 03, 2019 Filed May 7, 2019 18:05 UTC | SAUL CENTERS, INC. BFS · Entity 4877 | GrantEmployee Stock Option · Derivative | 10,000 | $55.71 Strike: $55.71 | $557,100.00 |
DisclosureSEC source: 0000907254-19-000044 · wf-form4_155725229340763.xml · derivative · entry 11 SHERREN CHARLES W JR · CIK 0001228480 · Sr. VP- Property Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2029-05-03 F4 · derivative.exercise_date: The options vest 25% per year over four years from the date of grant. Read SEC document |
| May 11, 2018 Filed May 14, 2018 20:42 UTC | SAUL CENTERS, INC. BFS · Entity 4877 | GrantEmployee Stock Option · Derivative | 10,000 | $49.46 Strike: $49.46 | $494,600.00 |
DisclosureSEC source: 0000907254-18-000057 · wf-form4_152633054890635.xml · derivative · entry 10 SHERREN CHARLES W JR · CIK 0001228480 · Sr. VP- Property Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2028-05-11 F3 · derivative.exercise_date: The options vest 25% per year over four years from the date of grant. Read SEC document |
| September 26, 2017 Filed Sep 27, 2017 17:33 UTC | SAUL CENTERS, INC. BFS · Entity 4877 | SaleCommon Shares | 1,909 | $62.50 | $119,312.50 |
DisclosureSEC source: 0000907254-17-000084 · wf-form4_150653359713732.xml · nonDerivative · entry 2 SHERREN CHARLES W JR · CIK 0001228480 · Sr. VP- Property Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 644.78 Read SEC document |
| September 19, 2017 Filed Sep 20, 2017 15:24 UTC | SAUL CENTERS, INC. BFS · Entity 4877 | SaleCommon Shares | 9 | $62.50 | $562.50 |
DisclosureSEC source: 0000907254-17-000082 · wf-form4_150592108033781.xml · nonDerivative · entry 3 SHERREN CHARLES W JR · CIK 0001228480 · Sr. VP- Property Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,553.78 Read SEC document |
| September 18, 2017 Filed Sep 20, 2017 15:24 UTC | SAUL CENTERS, INC. BFS · Entity 4877 | SaleCommon Shares | 82 | $62.50 | $5,125.00 |
DisclosureSEC source: 0000907254-17-000082 · wf-form4_150592108033781.xml · nonDerivative · entry 2 SHERREN CHARLES W JR · CIK 0001228480 · Sr. VP- Property Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,562.78 Read SEC document |
| September 12, 2017 Filed Sep 14, 2017 20:03 UTC | SAUL CENTERS, INC. BFS · Entity 4877 | SaleCommon Shares | 2,453 | $61.72 | $151,399.16 |
DisclosureSEC source: 0000907254-17-000081 · wf-form4_150541939835628.xml · nonDerivative · entry 2 SHERREN CHARLES W JR · CIK 0001228480 · Sr. VP- Property Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,644.78 F2 · balance_after: Balance increased by July 31, 2017 Dividend Reinvestment Plan award of 44.895 shares. Read SEC document |
| May 05, 2017 Filed May 9, 2017 18:31 UTC | SAUL CENTERS, INC. BFS · Entity 4877 | GrantEmployee Stock Option · Derivative | 10,000 | $59.41 Strike: $59.41 | $594,100.00 |
DisclosureSEC source: 0000907254-17-000048 · wf-form4_149435466009917.xml · derivative · entry 9 SHERREN CHARLES W JR · CIK 0001228480 · Sr. VP- Property Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2027-05-05 F3 · derivative.exercise_date: The options vest 25% per year over four years from the date of grant. 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.