Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Chicago Atlantic Real Estate Finance, Inc.REFI · Entity 6035 | Chief Financial Officer | December 08, 2021 | December 11, 2021 |
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.
Chicago Atlantic Real Estate Finance, Inc.
Report date December 08, 2021 · Filed December 11, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy spouse | 300 |
Reported balance
After 2021-12-08 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2021-12-08 · Purchase · Acquired 300 · Balance 300 F1: All of the shares held by Ms. Menze are subject to a 180-day lockup that ends on June 5, 2022. |
| Common StockSEC Table I · non-derivative | Direct | 9,675 |
Reported balance
After 2021-12-10 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2021-12-10 · Grant · Acquired 9,375 · Balance 9,675 F2: On December 10, 2021, Ms. Menze was awarded 9,375 restricted shares of common stock under the Chicago Atlantic Real Estate Finance, Inc. 2021 Omnibus Incentive Plan. Pursuant to the terms of the award agreement, the 9,375 restricted shares of common stock will vest in three years, with one-third of the restricted stock vesting after 12 months, and one-twenty fourth of the restricted stock vesting on a monthly basis thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: All of the shares held by Ms. Menze are subject to a 180-day lockup that ends on June 5, 2022.
F2: On December 10, 2021, Ms. Menze was awarded 9,375 restricted shares of common stock under the Chicago Atlantic Real Estate Finance, Inc. 2021 Omnibus Incentive Plan. Pursuant to the terms of the award agreement, the 9,375 restricted shares of common stock will vest in three years, with one-third of the restricted stock vesting after 12 months, and one-twenty fourth of the restricted stock vesting on a monthly basis thereafter.
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 |
|---|---|---|---|---|---|---|
| December 10, 2021 Filed Dec 11, 2021 01:40 UTC | Chicago Atlantic Real Estate Finance, Inc. REFI · Entity 6035 | GrantCommon Stock | 9,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-21-064796 · ownership.xml · nonDerivative · entry 2 Menze Lindsay · CIK 0001884235 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,675 F2 · balance_after: On December 10, 2021, Ms. Menze was awarded 9,375 restricted shares of common stock under the Chicago Atlantic Real Estate Finance, Inc. 2021 Omnibus Incentive Plan. Pursuant to the terms of the award agreement, the 9,375 restricted shares of common stock will vest in three years, with one-third of the restricted stock vesting after 12 months, and one-twenty fourth of the restricted stock vesting on a monthly basis thereafter. Read SEC document |
| December 08, 2021 Filed Dec 11, 2021 01:40 UTC | Chicago Atlantic Real Estate Finance, Inc. REFI · Entity 6035 | PurchaseCommon Stock | 300 | $16.00 | $4,800.00 |
DisclosureSEC source: 0001213900-21-064796 · ownership.xml · nonDerivative · entry 1 Menze Lindsay · CIK 0001884235 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 300 F1 · balance_after: All of the shares held by Ms. Menze are subject to a 180-day lockup that ends on June 5, 2022. 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.