Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Broadstone Net Lease, Inc.BNL · Entity 3986 | SVP, Property Management | February 28, 2023 | March 02, 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.
Broadstone Net Lease, Inc.
Report date February 28, 2023 · Filed March 02, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,409 |
Reported balance
After 2023-02-28 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-02-28 · Tax withholding · Disposed 2,330 · Balance 18,409 F1: Represents shares withheld by the issuer to cover tax obligations of the reporting person in connection with the vesting of shares awarded pursuant to the Company's 2020 Omnibus Equity and Incentive Plan. F2: The reported shares are owned jointly with the reporting person's spouse, with respect to which the reporting person shares voting and investment power. F3: This amount includes 9,196 shares of unvested restricted stock. |
| Common StockSEC Table I · non-derivative | Direct | 26,784 |
Reported balance
After 2023-02-28 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2023-02-28 · Grant · Acquired 8,375 · Balance 26,784 F4: Reflects shares of restricted stock awarded to the Reporting Person on February 28, 2023, pursuant to the Broadstone Net Lease, Inc. 2020 Omnibus Equity and Incentive Plan. Such shares of restricted stock vest ratably on each of the first, second, third, and fourth anniversaries of February 28, 2023. F2: The reported shares are owned jointly with the reporting person's spouse, with respect to which the reporting person shares voting and investment power. F5: This amount includes 17,571 shares of unvested restricted stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld by the issuer to cover tax obligations of the reporting person in connection with the vesting of shares awarded pursuant to the Company's 2020 Omnibus Equity and Incentive Plan.
F2: The reported shares are owned jointly with the reporting person's spouse, with respect to which the reporting person shares voting and investment power.
F3: This amount includes 9,196 shares of unvested restricted stock.
F4: Reflects shares of restricted stock awarded to the Reporting Person on February 28, 2023, pursuant to the Broadstone Net Lease, Inc. 2020 Omnibus Equity and Incentive Plan. Such shares of restricted stock vest ratably on each of the first, second, third, and fourth anniversaries of February 28, 2023.
F5: This amount includes 17,571 shares of unvested restricted stock.
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 |
|---|---|---|---|---|---|---|
| February 28, 2023 Filed Mar 2, 2023 22:01 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | GrantCommon Stock | 8,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014796 · doc4.xml · nonDerivative · entry 2 Wright Andrea T. · CIK 0001848329 · SVP, Property Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,784 F4 · shares: Reflects shares of restricted stock awarded to the Reporting Person on February 28, 2023, pursuant to the Broadstone Net Lease, Inc. 2020 Omnibus Equity and Incentive Plan. Such shares of restricted stock vest ratably on each of the first, second, third, and fourth anniversaries of February 28, 2023. F2 · balance_after: The reported shares are owned jointly with the reporting person's spouse, with respect to which the reporting person shares voting and investment power. F5 · balance_after: This amount includes 17,571 shares of unvested restricted stock. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 22:01 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | Tax withholdingCommon Stock | 2,330 | $17.83 | $41,543.90 |
DisclosureSEC source: 0001209191-23-014796 · doc4.xml · nonDerivative · entry 1 Wright Andrea T. · CIK 0001848329 · SVP, Property Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,409 F1 · shares: Represents shares withheld by the issuer to cover tax obligations of the reporting person in connection with the vesting of shares awarded pursuant to the Company's 2020 Omnibus Equity and Incentive Plan. F2 · balance_after: The reported shares are owned jointly with the reporting person's spouse, with respect to which the reporting person shares voting and investment power. F3 · balance_after: This amount includes 9,196 shares of unvested restricted stock. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 22:04 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | GrantCommon Stock | 3,494 | $22.04 | $77,007.76 |
DisclosureSEC source: 0001209191-22-014868 · doc4.xml · nonDerivative · entry 2 Wright Andrea T. · CIK 0001848329 · SVP, Property Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,739 F4 · shares: Reflects shares of restricted stock awarded to the Reporting Person on February 28, 2022, pursuant to the Broadstone Net Lease, Inc. 2020 Omnibus Equity and Incentive Plan. Such shares of restricted stock vest ratably on each of the first, second, third, and fourth anniversaries of February 28, 2022. F2 · balance_after: The reported shares are owned jointly with the reporting person's spouse, with respect to which the reporting person shares voting and investment power. F5 · balance_after: This amount includes 15,658 shares of unvested restricted stock. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 22:04 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | Tax withholdingCommon Stock | 2,181 | $21.93 | $47,829.33 |
DisclosureSEC source: 0001209191-22-014868 · doc4.xml · nonDerivative · entry 1 Wright Andrea T. · CIK 0001848329 · SVP, Property Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,245 F1 · shares: Represents shares withheld by the issuer to cover tax obligations of the reporting person in connection with the vesting of shares awarded pursuant to the Company's 2020 Omnibus Equity and Incentive Plan. F2 · balance_after: The reported shares are owned jointly with the reporting person's spouse, with respect to which the reporting person shares voting and investment power. F3 · balance_after: This amount includes 12,164 shares of unvested restricted stock. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 22:00 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | GrantCommon Stock | 5,911 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016961 · doc4.xml · nonDerivative · entry 2 Wright Andrea T. · CIK 0001848329 · SVP, Property Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,426 F4 · shares: Reflects shares of restricted stock awarded to the Reporting Person on March 1, 2021, pursuant to the Broadstone Net Lease, Inc. 2020 Omnibus Equity and Incentive Plan. Such shares of restricted stock vest ratably on each of the first, second, third, and fourth anniversaries of February 28, 2021. F5 · balance_after: This amount includes 18,240 shares of unvested restricted stock. F3 · ownership.direct: The reported shares are owned jointly with the reporting person's spouse, with respect to which the reporting person shares voting and investment power. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 22:00 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | GrantCommon Stock | 9,404 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016961 · doc4.xml · nonDerivative · entry 1 Wright Andrea T. · CIK 0001848329 · SVP, Property Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,515 F1 · shares: Reflects shares of restricted stock awarded to the Reporting Person on March 1, 2021, pursuant to the Broadstone Net Lease, Inc. 2020 Omnibus Equity and Incentive Plan. Such shares of restricted stock vest ratably on each of the first, second and third anniversaries of February 28, 2021. F2 · balance_after: This amount includes 12,329 shares of unvested restricted stock. F3 · ownership.direct: The reported shares are owned jointly with the reporting person's spouse, with respect to which the reporting person shares voting and investment power. 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.