Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AH Realty Trust, Inc.AHH · Entity 5324 | CFO, Treasurer and Secretary | March 03, 2022 | March 07, 2022 |
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.
AH Realty Trust, Inc.
Report date March 03, 2022 · Filed March 07, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 126,053 |
Ending reported balance
After 2022-03-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-03-03 · Grant · Acquired 27,721 · Balance 134,763 F1: Represents a grant of restricted shares of common stock, 40% of which vested on the grant date, 20% of which will vest on the first anniversary of the grant date, 20% of which will vest on the second anniversary of the grant date and 20% of which will vest on the third anniversary of the grant date, subject to the executive's continued employment on such dates. Row 2 · 2022-03-03 · Tax withholding · Disposed 8,710 · Balance 126,053 F2: Reflects shares of common stock surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted shares of common stock. |
| 6.75% Series A Preferred StockSEC Table I · non-derivative | Direct | 8,900 |
Reported balance
Holding disclosure · report date 2022-03-03 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 8,900 |
| 6.75% Series A Preferred StockSEC Table I · non-derivative | IndirectBy Spouse | 500 |
Reported balance
Holding disclosure · report date 2022-03-03 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 500 F3: Shares of preferred stock are held directly by reporting person's spouse. The reporting person disclaims beneficial ownership of such shares, and this report shall not be deemed an admission that the reporting person was the beneficial owner of the shares for purposes of Section 16 or for any other purposes. |
| Common UnitsSEC Table II · derivative / convertible security | Direct | 122,407 |
Reported balance
Holding disclosure · report date 2022-03-03 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 122,407 F4: Represents Class A common units of limited partnership interest ("Common Units") in Armada Hoffler, L.P., the operating partnership of Armada Hoffler Properties, Inc. (the "Company") and of which the Company is the general partner. Commencing one year from the date of issuance, each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Common Units have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted shares of common stock, 40% of which vested on the grant date, 20% of which will vest on the first anniversary of the grant date, 20% of which will vest on the second anniversary of the grant date and 20% of which will vest on the third anniversary of the grant date, subject to the executive's continued employment on such dates.
F2: Reflects shares of common stock surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted shares of common stock.
F3: Shares of preferred stock are held directly by reporting person's spouse. The reporting person disclaims beneficial ownership of such shares, and this report shall not be deemed an admission that the reporting person was the beneficial owner of the shares for purposes of Section 16 or for any other purposes.
F4: Represents Class A common units of limited partnership interest ("Common Units") in Armada Hoffler, L.P., the operating partnership of Armada Hoffler Properties, Inc. (the "Company") and of which the Company is the general partner. Commencing one year from the date of issuance, each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Common Units have no expiration date.
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 |
|---|---|---|---|---|---|---|
| March 03, 2022 Filed Mar 7, 2022 16:32 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | Tax withholdingCommon Stock | 8,710 | $14.86 | $129,430.60 |
DisclosureSEC source: 0001569187-22-000014 · wf-form4_164668869858426.xml · nonDerivative · entry 2 O'Hara Michael P · CIK 0001575945 · CFO, Treasurer and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,053 F2 · shares: Reflects shares of common stock surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted shares of common stock. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 16:32 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantCommon Stock | 27,721 | $0.00 | $0.00 |
DisclosureSEC source: 0001569187-22-000014 · wf-form4_164668869858426.xml · nonDerivative · entry 1 O'Hara Michael P · CIK 0001575945 · CFO, Treasurer and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,763 F1 · shares: Represents a grant of restricted shares of common stock, 40% of which vested on the grant date, 20% of which will vest on the first anniversary of the grant date, 20% of which will vest on the second anniversary of the grant date and 20% of which will vest on the third anniversary of the grant date, subject to the executive's continued employment on such dates. Read SEC document |
| December 21, 2021 Filed Dec 22, 2021 06:08 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | Purchase6.75% Series A Preferred Stock | 2,400 | $26.50 | $63,600.00 |
DisclosureSEC source: 0001569187-21-000088 · wf-form4_164017129641891.xml · nonDerivative · entry 3 O'Hara Michael P · CIK 0001575945 · CFO, Treasurer and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,900 Read SEC document |
| December 20, 2021 Filed Dec 22, 2021 06:08 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | Purchase6.75% Series A Preferred Stock | 500 | $26.05 | $13,025.00 |
DisclosureSEC source: 0001569187-21-000088 · wf-form4_164017129641891.xml · nonDerivative · entry 2 O'Hara Michael P · CIK 0001575945 · CFO, Treasurer and Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 500 F1 · ownership.nature: Shares of preferred stock are held directly by reporting person's spouse. The reporting person disclaims beneficial ownership of such shares, and this report shall not be deemed an admission that the reporting person was the beneficial owner of the shares for purposes of Section 16 or for any other purposes. Read SEC document |
| December 20, 2021 Filed Dec 22, 2021 06:08 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | Purchase6.75% Series A Preferred Stock | 500 | $26.05 | $13,025.00 |
DisclosureSEC source: 0001569187-21-000088 · wf-form4_164017129641891.xml · nonDerivative · entry 1 O'Hara Michael P · CIK 0001575945 · CFO, Treasurer and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,500 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 21:45 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | Tax withholdingCommon Stock | 6,336 | $12.64 | $80,087.04 |
DisclosureSEC source: 0001569187-21-000022 · wf-form4_161499872328430.xml · nonDerivative · entry 2 O'Hara Michael P · CIK 0001575945 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,042 F2 · kind: Reflects shares of common stock surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted shares of common stock. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 21:45 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantCommon Stock | 15,024 | $0.00 | $0.00 |
DisclosureSEC source: 0001569187-21-000022 · wf-form4_161499872328430.xml · nonDerivative · entry 1 O'Hara Michael P · CIK 0001575945 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,378 F1 · kind: Represents a grant of restricted shares of common stock, one-third of which vested on the grant date, one-third of which will vest on the first anniversary of the grant date and one-third of which will vest on the second anniversary of the grant date, subject to the executive's continued employment on such dates. Read SEC document |
| October 01, 2020 Filed Mar 5, 2021 21:45 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantCommon Units · Derivative | 7,605 | $0.00 | $0.00 |
DisclosureSEC source: 0001569187-21-000022 · wf-form4_161499872328430.xml · derivative · entry 4 O'Hara Michael P · CIK 0001575945 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,407 Underlying: Common Stock · 7,605 shares Expires not disclosed F3 · derivative.exercise_price: Represents Class A common units of limited partnership interest ("Common Units") in Armada Hoffler, L.P., the operating partnership (the "Operating Partnership") of Armada Hoffler Properties, Inc. (the "Company") and of which the Company is the general partner. The Common Units were issued to the reporting person as a result of his indirect interest in Edison Apartments, which the Operating Partnership acquired on October 1, 2020 for total consideration comprised of 633,734 Common Units and the assumption of debt and other liabilities. For purposes of the transaction, the Common Units were valued at $12.00 per Common Unit.7,605 Common Units in this report may be tendered for redemption by the holder on October 1, 2021. The remainder of the Common Units in this report were issued more than one year prior to the date hereof and, therefore, may be tendered for redemption by the holder. Common Units have no expiration date. F3 · derivative.exercise_date: Represents Class A common units of limited partnership interest ("Common Units") in Armada Hoffler, L.P., the operating partnership (the "Operating Partnership") of Armada Hoffler Properties, Inc. (the "Company") and of which the Company is the general partner. The Common Units were issued to the reporting person as a result of his indirect interest in Edison Apartments, which the Operating Partnership acquired on October 1, 2020 for total consideration comprised of 633,734 Common Units and the assumption of debt and other liabilities. For purposes of the transaction, the Common Units were valued at $12.00 per Common Unit.7,605 Common Units in this report may be tendered for redemption by the holder on October 1, 2021. The remainder of the Common Units in this report were issued more than one year prior to the date hereof and, therefore, may be tendered for redemption by the holder. Common Units have no expiration date. F3 · derivative.expiration_date: Represents Class A common units of limited partnership interest ("Common Units") in Armada Hoffler, L.P., the operating partnership (the "Operating Partnership") of Armada Hoffler Properties, Inc. (the "Company") and of which the Company is the general partner. The Common Units were issued to the reporting person as a result of his indirect interest in Edison Apartments, which the Operating Partnership acquired on October 1, 2020 for total consideration comprised of 633,734 Common Units and the assumption of debt and other liabilities. For purposes of the transaction, the Common Units were valued at $12.00 per Common Unit.7,605 Common Units in this report may be tendered for redemption by the holder on October 1, 2021. The remainder of the Common Units in this report were issued more than one year prior to the date hereof and, therefore, may be tendered for redemption by the holder. Common Units have no expiration date. Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 06:02 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | PurchaseCommon Stock | 10,000 | $10.41 | $104,100.00 |
DisclosureSEC source: 0001569187-20-000053 · wf-form4_159774494478765.xml · nonDerivative · entry 1 O'Hara Michael P · CIK 0001575945 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,354 Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 20:34 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | Tax withholdingCommon Stock | 4,101 | $17.23 | $70,660.23 |
DisclosureSEC source: 0000925421-20-000098 · edgar.xml · nonDerivative · entry 2 O'Hara Michael P · CIK 0001575945 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,354 F2 · shares: Reflects shares of common stock surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted shares of common stock. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 20:34 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantCommon Stock | 22,479 | $0.00 | $0.00 |
DisclosureSEC source: 0000925421-20-000098 · edgar.xml · nonDerivative · entry 1 O'Hara Michael P · CIK 0001575945 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,455 F1 · shares: Represents a grant of restricted shares of common stock, one-third of which vested on the grant date, one-third of which will vest on the first anniversary of the grant date and one-third of which will vest on the second anniversary of the grant date, subject to the executive's continued employment on such dates. Read SEC document |
| June 18, 2019 Filed Jun 20, 2019 16:32 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | Purchase6.75% Series A Preferred Stock | 6,000 | $25.00 | $150,000.00 |
DisclosureSEC source: 0000925421-19-000257 · edgar.xml · nonDerivative · entry 1 O'Hara Michael P · CIK 0001575945 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 F1 · kind: The shares were purchased from the underwriters in the underwritten public offering that closed on June 18, 2019. Read SEC document |
| March 03, 2019 Filed Mar 6, 2019 18:05 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantCommon Stock | 24,251 | $0.00 | $0.00 |
DisclosureSEC source: 0000925421-19-000101 · edgar.xml · nonDerivative · entry 1 O'Hara Michael P · CIK 0001575945 · See Remarks · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,976 F1 · shares: Represents a grant of restricted shares of common stock, one-third of which vested on the grant date, one-third of which will vest on the first anniversary of the grant date and one-third of which will vest on the second anniversary of the grant date, subject to the executive's continued employment on such dates. Read SEC document |
| March 03, 2018 Filed Mar 6, 2018 18:46 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantCommon Stock | 8,309 | $0.00 | $0.00 |
DisclosureSEC source: 0000925421-18-000123 · edgar.xml · nonDerivative · entry 1 O'Hara Michael P · CIK 0001575945 · Treasurer, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,725 F1 · shares: Represents a grant of restricted shares of common stock, one-third of which vested on the grant date, one-third of which will vest on the first anniversary of the grant date and one-third of which will vest on the second anniversary of the grant date, subject to the executive's continued employment on such dates. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 17:04 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantCommon Stock | 9,289 | $0.00 | $0.00 |
DisclosureSEC source: 0000925421-17-000148 · edgar.xml · nonDerivative · entry 1 O'Hara Michael P · CIK 0001575945 · Treasurer, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,416 F1 · shares: Represents a grant of restricted shares of common stock, one-third of which vested on the grant date, one-third of which will vest on the first anniversary of the grant date and one-third of which will vest on the second anniversary of the grant date, subject to the executive's continued employment on such dates. 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.