Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AGREE REALTY CORPADC · Entity 329 | CHIEF ACCOUNTING OFFICER | February 23, 2022 | February 25, 2022 |
| TAUBMAN CENTERS INCTCO · Entity 144281 | CAO | March 07, 2018 | March 09, 2018 |
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.
AGREE REALTY CORP
Report date February 23, 2022 · Filed February 25, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 4,405 |
Ending reported balance
After 2022-02-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-02-23 · Tax withholding · Disposed 216 · Balance 2,808 F1: Represents common shares withheld by the Issuer as payment of tax withholdings due upon vesting of 636 common shares. Row 2 · 2022-02-23 · Grant · Acquired 1,597 · Balance 4,405 F2: All of these shares are restricted common shares that were granted to the reporting person by the Issuer's Compensation Committee of the Board of Directors. These shares shall become vested and nonforfeitable, subject to the reporting person's continued service as an employee of the Issuer, on June 30, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents common shares withheld by the Issuer as payment of tax withholdings due upon vesting of 636 common shares.
F2: All of these shares are restricted common shares that were granted to the reporting person by the Issuer's Compensation Committee of the Board of Directors. These shares shall become vested and nonforfeitable, subject to the reporting person's continued service as an employee of the Issuer, on June 30, 2022.
TAUBMAN CENTERS INC
Report date March 07, 2018 · Filed March 09, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 893 |
Reported balance
After 2018-03-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-03-07 · Grant · Acquired 893 · Balance 893 F1: Restricted stock units were granted to the reporting person pursuant to The Taubman Company 2008 Omnibus Long-Term Incentive Plan, as amended. Each restricted stock unit represents a contingent right to receive upon vesting one share of the Company's common stock and an amount equal to the cash value of the dividends that would have been paid to the reporting person if one share of common stock had been issued on the grant date for each restricted stock unit granted to the reporting person under this award. F2: The restricted stock units vest on March 1, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units were granted to the reporting person pursuant to The Taubman Company 2008 Omnibus Long-Term Incentive Plan, as amended. Each restricted stock unit represents a contingent right to receive upon vesting one share of the Company's common stock and an amount equal to the cash value of the dividends that would have been paid to the reporting person if one share of common stock had been issued on the grant date for each restricted stock unit granted to the reporting person under this award.
F2: The restricted stock units vest on March 1, 2021.
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 23, 2022 Filed Feb 25, 2022 21:07 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 1,597 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-001837 · form4-02252022_040209.xml · nonDerivative · entry 2 Wolff David A. · CIK 0001635542 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,405 F2 · shares: All of these shares are restricted common shares that were granted to the reporting person by the Issuer's Compensation Committee of the Board of Directors. These shares shall become vested and nonforfeitable, subject to the reporting person's continued service as an employee of the Issuer, on June 30, 2022. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 21:07 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 216 | $62.62 | $13,525.92 |
DisclosureSEC source: 0001415889-22-001837 · form4-02252022_040209.xml · nonDerivative · entry 1 Wolff David A. · CIK 0001635542 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,808 F1 · shares: Represents common shares withheld by the Issuer as payment of tax withholdings due upon vesting of 636 common shares. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 21:31 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 1,549 | $0.00 | $0.00 |
DisclosureSEC source: 0001638599-21-000257 · doc4_7110.xml · nonDerivative · entry 2 Wolff David A. · CIK 0001635542 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,024 F2 · shares: All of these shares are restricted common shares that were granted to the reporting person by the Issuer's Compensation Committee of the Board of Directors. 310, 310, 310, 310 and 309 of these shares shall become vested and nonforfeitable, subject to the reporting person's continued service as an employee of the Issuer, on February 23, 2022, February 23, 2023, February 23, 2024, February 23, 2025 and February 23, 2026, respectively. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 21:31 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 111 | $64.56 | $7,166.16 |
DisclosureSEC source: 0001638599-21-000257 · doc4_7110.xml · nonDerivative · entry 1 Wolff David A. · CIK 0001635542 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,475 F1 · shares: Represents Common Shares withheld by the Issuer as payment of tax withholdings due upon vesting of 326 Common Shares. Read SEC document |
| February 23, 2020 Filed Feb 25, 2020 21:05 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 942 | $0.00 | $0.00 |
DisclosureSEC source: 0001638599-20-000215 · doc4_6539.xml · nonDerivative · entry 2 Wolff David A. · CIK 0001635542 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,586 F2 · shares: All of these shares are restricted common shares that were granted to the reporting person by the Issuer's Compensation Committee of the Board of Directors. 189, 189, 188, 188 and 188 of these shares shall become vested and nonforfeitable, subject to the reporting person's continued service as an employee of the Issuer, on February 23, 2021, February 23, 2022, February 23, 2023, February 23, 2024 and February 23, 2025, respectively. Read SEC document |
| February 23, 2020 Filed Feb 25, 2020 21:05 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 47 | $79.62 | $3,742.14 |
DisclosureSEC source: 0001638599-20-000215 · doc4_6539.xml · nonDerivative · entry 1 Wolff David A. · CIK 0001635542 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 644 F1 · shares: Represents Common Shares withheld by the Issuer as payment of tax withholdings due upon vesting of 138 Common Shares. Read SEC document |
| September 04, 2019 Filed Dec 6, 2019 21:10 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 691 | $0.00 | $0.00 |
DisclosureSEC source: 0001638599-19-001013 · doc4_6384.xml · nonDerivative · entry 1 Wolff David A. · CIK 0001635542 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 691 F1 · shares: All of these shares are restricted common shares that were granted to the reporting person by the Issuer's Compensation Committee of the Board of Directors. 139, 138, 138, 138 and 138 of these shares shall become vested and nonforfeitable, subject to the reporting person's continued service as an employee of the Issuer, on February 23, 2020, February 23, 2021, February 23, 2022, February 23, 2023 and February 23, 2024, respectively. Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 14:46 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | GrantRestricted Stock Units · Derivative | 893 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000890319-18-000053 · wf-form4_152062478556423.xml · derivative · entry 1 Wolff David A. · CIK 0001635542 · CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 893 Underlying: Common Stock · 893 shares Expires not disclosed F1 · security: Restricted stock units were granted to the reporting person pursuant to The Taubman Company 2008 Omnibus Long-Term Incentive Plan, as amended. Each restricted stock unit represents a contingent right to receive upon vesting one share of the Company's common stock and an amount equal to the cash value of the dividends that would have been paid to the reporting person if one share of common stock had been issued on the grant date for each restricted stock unit granted to the reporting person under this award. F2 · derivative.exercise_date: The restricted stock units vest on March 1, 2021. F2 · derivative.expiration_date: The restricted stock units vest on March 1, 2021. Read SEC document |
| March 06, 2018 Filed Mar 6, 2018 15:04 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | SaleCommon Stock | 385 | $59.46 | $22,892.10 |
DisclosureSEC source: 0000890319-18-000041 · wf-form4_152036664411404.xml · nonDerivative · entry 1 Wolff David A. · CIK 0001635542 · CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 17:11 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | Exercise / conversionRestricted Stock Units · Derivative | 583 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000890319-18-000039 · wf-form4_152028787077568.xml · derivative · entry 3 Wolff David A. · CIK 0001635542 · CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 583 shares Expires not disclosed 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. F1 · security: Restricted stock units (RSU) were granted to the reporting person pursuant to The Taubman Company 2008 Omnibus Long-Term Incentive Plan. Each RSU represents a contingent right to receive upon vesting one share of the Company's common stock and an amount equal to the cash value of the dividends that would have been paid to the reporting person if one share of common stock had been issued on the grant date for each RSU granted to the reporting person under this award. F2 · derivative.exercise_date: The restricted stock units vested on March 1, 2018. F2 · derivative.expiration_date: The restricted stock units vested on March 1, 2018. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 17:11 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | Tax withholdingCommon Stock | 198 | $59.19 | $11,719.62 |
DisclosureSEC source: 0000890319-18-000039 · wf-form4_152028787077568.xml · nonDerivative · entry 2 Wolff David A. · CIK 0001635542 · CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 385 Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 17:11 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | Exercise / conversionCommon Stock | 583 | $0.00 | $0.00 |
DisclosureSEC source: 0000890319-18-000039 · wf-form4_152028787077568.xml · nonDerivative · entry 1 Wolff David A. · CIK 0001635542 · CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 583 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 |
| December 19, 2017 Filed Dec 19, 2017 16:15 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | SaleCommon Stock | 318 | $64.96 | $20,657.28 |
DisclosureSEC source: 0000890319-17-000185 · wf-form4_151371808952278.xml · nonDerivative · entry 1 Wolff David A. · CIK 0001635542 · CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: This price represents the weighted average price of the multiple transactions reported on this line. The shares were sold at prices ranging from $64.95 to $64.96 per share. Upon request by the SEC staff, the issuer or any security holder of the issuer, the reporting person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:44 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | Exercise / conversionRestricted Stock Units · Derivative | 506 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000890319-17-000045 · wf-form4_148858107688573.xml · derivative · entry 3 Wolff David A. · CIK 0001635542 · CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 506 shares Expires not disclosed 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. F1 · security: Restricted stock units were granted to the reporting person pursuant to The Taubman Company 2008 Omnibus Long-Term Incentive Plan. Each restricted stock unit represents a contingent right to receive upon vesting one share of the Company's common stock. F2 · derivative.exercise_date: The restricted stock units vested on March 1, 2017. F2 · derivative.expiration_date: The restricted stock units vested on March 1, 2017. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:44 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | Tax withholdingCommon Stock | 188 | $69.15 | $13,000.20 |
DisclosureSEC source: 0000890319-17-000045 · wf-form4_148858107688573.xml · nonDerivative · entry 2 Wolff David A. · CIK 0001635542 · CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 318 Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:44 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | Exercise / conversionCommon Stock | 506 | $0.00 | $0.00 |
DisclosureSEC source: 0000890319-17-000045 · wf-form4_148858107688573.xml · nonDerivative · entry 1 Wolff David A. · CIK 0001635542 · CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 506 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 |
| February 20, 2017 Filed Feb 22, 2017 15:44 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | GrantRestricted Stock Units · Derivative | 671 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000890319-17-000033 · wf-form4_148779625161122.xml · derivative · entry 1 Wolff David A. · CIK 0001635542 · CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 671 Underlying: Common Stock · 671 shares Expires not disclosed F1 · security: Restricted stock units were granted to the reporting person pursuant to The Taubman Company 2008 Omnibus Long-Term Incentive Plan. Each restricted stock unit represents a contingent right to receive upon vesting one share of the Company's common stock and an amount equal to the cash value of the dividends that would have been paid to the reporting person if one share of common stock had been issued on the grant date for each restricted stock unit granted to the reporting person under this award. F2 · derivative.exercise_date: The restricted stock units vest on March 1, 2020. F2 · derivative.expiration_date: The restricted stock units vest on March 1, 2020. 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.