Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Broadstone Net Lease, Inc.BNL · Entity 3986 | SVP - Asset 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 | 52,447 |
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 1,815 · Balance 52,447 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: This amount includes 6,916 shares of unvested restricted stock. |
| Common StockSEC Table I · non-derivative | Direct | 60,822 |
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 60,822 F3: 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. F4: This amount includes 15,291 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: This amount includes 6,916 shares of unvested restricted stock.
F3: 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.
F4: This amount includes 15,291 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: 0001209191-23-014802 · doc4.xml · nonDerivative · entry 2 Lessard Laurier J Jr · CIK 0001803283 · SVP - Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,822 F3 · 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. F4 · balance_after: This amount includes 15,291 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 | 1,815 | $17.83 | $32,361.45 |
DisclosureSEC source: 0001209191-23-014802 · doc4.xml · nonDerivative · entry 1 Lessard Laurier J Jr · CIK 0001803283 · SVP - Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,447 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: This amount includes 6,916 shares of unvested restricted stock. Read SEC document |
| March 10, 2022 Filed Mar 14, 2022 21:00 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | SaleCommon Stock | 2,500 | $21.20 | $53,000.00 |
DisclosureSEC source: 0001209191-22-018519 · doc4.xml · nonDerivative · entry 1 Lessard Laurier J Jr · CIK 0001803283 · SVP - Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,262 F1 · balance_after: This amount includes 11,950 shares of unvested restricted stock. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 22:03 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | GrantCommon Stock | 3,494 | $22.04 | $77,007.76 |
DisclosureSEC source: 0001209191-22-014858 · doc4.xml · nonDerivative · entry 2 Lessard Laurier J Jr · CIK 0001803283 · SVP - Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,762 F3 · 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. F4 · balance_after: This amount includes 11,950 shares of unvested restricted stock. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 22:03 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | Tax withholdingCommon Stock | 1,984 | $21.93 | $43,509.12 |
DisclosureSEC source: 0001209191-22-014858 · doc4.xml · nonDerivative · entry 1 Lessard Laurier J Jr · CIK 0001803283 · SVP - Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,268 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: This amount includes 8,456 shares of unvested restricted stock. Read SEC document |
| September 23, 2021 Filed Sep 24, 2021 21:00 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | GrantCommon Stock | 5,888 | $21.25 | $125,120.00 |
DisclosureSEC source: 0001209191-21-057645 · doc4.xml · nonDerivative · entry 1 Lessard Laurier J Jr · CIK 0001803283 · SVP - Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,252 F1 · shares: Reflects shares of stock issued to the Reporting Person on September 23, 2021 as earnout consideration paid to the owners of our former external manager. The price of shares issued is based upon the contractually agreed price per share in the merger agreement. The Reporting Person's right to receive the additional shares as earnout consideration became fixed and irrevocable on February 7, 2020, the effective date of the internalization of our former external manager under the terms of the merger agreement. F2 · balance_after: This amount includes 13,958 shares of unvested restricted stock. Read SEC document |
| July 16, 2021 Filed Jul 16, 2021 21:01 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | GrantCommon Stock | 1,766 | $21.25 | $37,527.50 |
DisclosureSEC source: 0001209191-21-046953 · doc4.xml · nonDerivative · entry 1 Lessard Laurier J Jr · CIK 0001803283 · SVP - Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,364 F1 · shares: Reflects shares of stock issued to the Reporting Person on July 16, 2021 as earnout consideration paid to the owners of our former external manager. The price of shares issued is based upon the contractually agreed price per share in the merger agreement. The Reporting Person's right to receive the additional shares as earnout consideration became fixed and irrevocable on February 7, 2020, the effective date of the internalization of our former external manager under the terms of the merger agreement. F2 · balance_after: This amount includes 13,958 shares of unvested restricted stock. Read SEC document |
| June 22, 2021 Filed Jun 24, 2021 22:19 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | GrantCommon Stock | 1,177 | $21.25 | $25,011.25 |
DisclosureSEC source: 0001209191-21-043127 · doc4.xml · nonDerivative · entry 1 Lessard Laurier J Jr · CIK 0001803283 · SVP - Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,598 F1 · shares: Reflects shares of stock issued to the Reporting Person on June 22, 2021 as earnout consideration paid to the owners of our former external manager. The price of shares issued is based upon the contractually agreed price per share in the merger agreement. The Reporting Person's right to receive the additional shares as earnout consideration became fixed and irrevocable on February 7, 2020, the effective date of the internalization of our former external manager under the terms of the merger agreement. F2 · balance_after: This amount includes 13,958 shares of unvested restricted stock. Read SEC document |
| March 20, 2021 Filed Mar 23, 2021 21:02 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | OtherCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-022594 · doc4.xml · nonDerivative · entry 2 Lessard Laurier J Jr · CIK 0001803283 · SVP - Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,421 F1 · kind: The reported transaction consisted of the automatic conversion of shares of the Issuer's Class A Common Stock into the Issuer's Common Stock on March 20, 2021, the date that was 180 days after the completion of the initial public offering of the Issuer's Class A Common Stock. F2 · shares: Reflects the number of shares of the Issuer's Class A Common Stock that automatically converted into shares of the Issuer's Common Stock on March 20, 2021, the date that was 180 days after the completion of the initial public offering of the Issuer's Class A Common Stock. F3 · balance_after: This amount includes 13,958 shares of unvested restricted stock. Read SEC document |
| March 20, 2021 Filed Mar 23, 2021 21:02 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | OtherClass A Common Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-022594 · doc4.xml · nonDerivative · entry 1 Lessard Laurier J Jr · CIK 0001803283 · SVP - Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The reported transaction consisted of the automatic conversion of shares of the Issuer's Class A Common Stock into the Issuer's Common Stock on March 20, 2021, the date that was 180 days after the completion of the initial public offering of the Issuer's Class A Common Stock. F2 · shares: Reflects the number of shares of the Issuer's Class A Common Stock that automatically converted into shares of the Issuer's Common Stock on March 20, 2021, the date that was 180 days after the completion of the initial public offering of the Issuer's Class A Common 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: 0001209191-21-016962 · doc4.xml · nonDerivative · entry 1 Lessard Laurier J Jr · CIK 0001803283 · SVP - Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,921 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, third, and fourth anniversaries of February 28, 2021. F2 · balance_after: This amount includes 13,958 shares of unvested restricted stock. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 21:30 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | Tax withholdingCommon Stock | 2,108 | $18.32 | $38,618.56 |
DisclosureSEC source: 0001209191-21-009249 · doc4.xml · nonDerivative · entry 1 Lessard Laurier J Jr · CIK 0001803283 · SVP - Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,010 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: This amount includes 8,047 shares of unvested restricted stock. Read SEC document |
| September 21, 2020 Filed Sep 21, 2020 21:19 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | PurchaseClass A Common Stock | 2,500 | $17.00 | $42,500.00 |
DisclosureSEC source: 0001209191-20-051319 · doc4.xml · nonDerivative · entry 1 Lessard Laurier J Jr · CIK 0001803283 · SVP - Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 F1 · security: Each share of the Issuer's Class A Common Stock will automatically convert to one share of the Issuer's Common Stock on March 20, 2021, the date that is 180 days after the completion of the initial public offering of the Issuer's Class A Common Stock. F2 · shares: Represents shares of the Issuer's Class A Common Stock purchased through a directed share program in connection with the initial public offering of the Issuer's Class A Common Stock, which closed on September 21, 2020. The shares were purchased at the initial public offering price of $17.00 per share. F2 · price: Represents shares of the Issuer's Class A Common Stock purchased through a directed share program in connection with the initial public offering of the Issuer's Class A Common Stock, which closed on September 21, 2020. The shares were purchased at the initial public offering price of $17.00 per share. Read SEC document |
| August 04, 2020 Filed Aug 5, 2020 17:54 UTC | Broadstone Net Lease, Inc. NA · Entity 3986 | GrantCommon Stock | 3,353.659 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-045025 · doc4.xml · nonDerivative · entry 1 Lessard Laurier J Jr · CIK 0001803283 · SVP - Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,029.566 F1 · shares: Reflects shares of restricted stock awarded to the Reporting Person on August 4, 2020, pursuant to the Broadstone Net Lease, Inc. 2020 Omnibus Equity and Incentive Plan. Such shares of restricted stock vest in the following percentages on each of the first, second, third, and fourth anniversaries of February 7, 2020: 40%, 30%, 20%, and 10%, respectively. 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.