Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Broadstone Net Lease, Inc.BNL · Entity 3986 | Director | April 01, 2021 | April 05, 2021 |
| Broadstone Real Estate Access FundBDREX · Entity 148280 | Director · Chairman | October 01, 2018 | May 08, 2019 |
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 April 01, 2021 · Filed April 05, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 153,364 |
Reported balance
After 2021-04-01 transaction · row 1
1 source rowRow 1 · 2021-04-01 · Grant · Acquired 1,828 · Balance 153,364 F1: On April 1, 2021, Broadstone Net Lease, Inc. (the "Issuer") granted the reporting person 1,828 shares of the Issuer's common stock pursuant to the Issuer's director compensation and stock ownership policy (the "Policy"). Pursuant to the Policy, the Issuer's directors are entitled to receive an annual retainer (payable quarterly). In addition, the chairperson of the board, the lead independent director, and the chairperson and members of each of the Issuer's audit, compensation, nominating and corporate governance, and real estate investment committees are entitled to receive an annual stipend (payable quarterly). Pursuant to the Policy, directors may elect to receive all or a portion of the annual retainer and stipends in the form of shares of the Issuer's common stock with a value equal to the amount of such retainer and stipend. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Limited Liability Company | 1,331,494 |
Reported balance
Holding disclosure · report date 2021-04-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,331,494 F2: Securities held by a family limited liability company with respect to which the reporting person has shared voting and investment power. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 155,700 |
Reported balance
Holding disclosure · report date 2021-04-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 155,700 F3: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for any purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy Limited Liability Company | 127,700 |
Reported balance
Holding disclosure · report date 2021-04-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 127,700 F4: Securities held by a limited liability company with respect to which the reporting person and her spouse have shared voting and investment power. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 286,217 |
Reported balance
Holding disclosure · report date 2021-04-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 286,217 F5: Securities held by irrevocable trust for benefit of reporting person's child. |
| Common StockSEC Table I · non-derivative | IndirectTrust | 286,217 |
Reported balance
Holding disclosure · report date 2021-04-01 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 286,217 F5: Securities held by irrevocable trust for benefit of reporting person's child. |
| OP UnitsSEC Table II · derivative / convertible security | Direct | 1,157,307 |
Reported balance
Holding disclosure · report date 2021-04-01 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 1,157,307 F6: Represents membership units of Broadstone Net Lease, LLC (the "OP"), a subsidiary and the operating company of the Issuer ("OP Units"). OP Units are exchangeable by the reporting person for shares of Common Stock of the Issuer on a one-for-one basis. F7: These OP Units are fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: On April 1, 2021, Broadstone Net Lease, Inc. (the "Issuer") granted the reporting person 1,828 shares of the Issuer's common stock pursuant to the Issuer's director compensation and stock ownership policy (the "Policy"). Pursuant to the Policy, the Issuer's directors are entitled to receive an annual retainer (payable quarterly). In addition, the chairperson of the board, the lead independent director, and the chairperson and members of each of the Issuer's audit, compensation, nominating and corporate governance, and real estate investment committees are entitled to receive an annual stipend (payable quarterly). Pursuant to the Policy, directors may elect to receive all or a portion of the annual retainer and stipends in the form of shares of the Issuer's common stock with a value equal to the amount of such retainer and stipend.
F2: Securities held by a family limited liability company with respect to which the reporting person has shared voting and investment power.
F3: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for any purpose.
F4: Securities held by a limited liability company with respect to which the reporting person and her spouse have shared voting and investment power.
F5: Securities held by irrevocable trust for benefit of reporting person's child.
F6: Represents membership units of Broadstone Net Lease, LLC (the "OP"), a subsidiary and the operating company of the Issuer ("OP Units"). OP Units are exchangeable by the reporting person for shares of Common Stock of the Issuer on a one-for-one basis.
F7: These OP Units are fully vested.
Broadstone Real Estate Access Fund
Report date October 01, 2018 · Filed May 08, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | IndirectBy Spouse | 100,000 |
Reported balance
Holding disclosure · report date 2018-10-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 100,000 F1: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for any purpose. |
| Common Shares of Beneficial InterestSEC Table I · non-derivative | IndirectBy Limited Liability Company | 100,000 |
Reported balance
Holding disclosure · report date 2018-10-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 100,000 F2: Securities held by a limited liability company with respect to which the reporting person and her spouse have shared voting and investment power. |
| Common Shares of Beneficial InterestSEC Table I · non-derivative | IndirectBy Trust | 5,000 |
Reported balance
Holding disclosure · report date 2018-10-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 5,000 F3: Securities held by irrevocable trust for benefit of reporting person's child. |
| Common Shares of Beneficial InterestSEC Table I · non-derivative | IndirectBy Trust | 5,000 |
Reported balance
Holding disclosure · report date 2018-10-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 5,000 F3: Securities held by irrevocable trust for benefit of reporting person's child. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for any purpose.
F2: Securities held by a limited liability company with respect to which the reporting person and her spouse have shared voting and investment power.
F3: Securities held by irrevocable trust for benefit of reporting person's child.
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 |
|---|---|---|---|---|---|---|
| April 01, 2021 Filed Apr 5, 2021 17:00 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | GrantCommon Stock | 1,828 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-025198 · doc4.xml · nonDerivative · entry 1 TAIT AMY L · CIK 0001142301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,364 F1 · shares: On April 1, 2021, Broadstone Net Lease, Inc. (the "Issuer") granted the reporting person 1,828 shares of the Issuer's common stock pursuant to the Issuer's director compensation and stock ownership policy (the "Policy"). Pursuant to the Policy, the Issuer's directors are entitled to receive an annual retainer (payable quarterly). In addition, the chairperson of the board, the lead independent director, and the chairperson and members of each of the Issuer's audit, compensation, nominating and corporate governance, and real estate investment committees are entitled to receive an annual stipend (payable quarterly). Pursuant to the Policy, directors may elect to receive all or a portion of the annual retainer and stipends in the form of shares of the Issuer's common stock with a value equal to the amount of such retainer and stipend. Read SEC document |
| January 04, 2021 Filed Jan 5, 2021 16:41 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | GrantCommon Stock | 1,709 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001166 · doc4.xml · nonDerivative · entry 1 TAIT AMY L · CIK 0001142301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,536 F1 · shares: On January 4, 2021, Broadstone Net Lease, Inc. (the "Issuer") granted the reporting person 1,709 shares of the Issuer's common stock pursuant to the Issuer's director compensation and stock ownership policy (the "Policy"). Pursuant to the Policy, the Issuer's directors are entitled to receive an annual retainer (payable quarterly). In addition, the chairperson of the board, the lead independent director, and the chairperson and members of each of the Issuer's audit, compensation, nominating and corporate governance, and real estate investment committees are entitled to receive an annual stipend (payable quarterly). Pursuant to the Policy, directors may elect to receive all or a portion of the annual retainer and stipends in the form of shares of the Issuer's common stock with a value equal to the amount of such retainer and stipend. Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 17:26 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | ConversionOP Units · Derivative | 499,423 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-063557 · doc4.xml · derivative · entry 11 TAIT AMY L · CIK 0001142301 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Limited Liability Company Disclosed balance after: 0 Underlying: Common Stock · 499,423 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. F5 · security: Represents membership units of Broadstone Net Lease, LLC (the "OP"), a subsidiary and the operating company of the Issuer ("OP Units"). OP Units are redeemable by the reporting person and, at the Issuer's discretion, can be settled in cash or shares of Common Stock of the Issuer on a one-for-one basis. F5 · derivative.exercise_price: Represents membership units of Broadstone Net Lease, LLC (the "OP"), a subsidiary and the operating company of the Issuer ("OP Units"). OP Units are redeemable by the reporting person and, at the Issuer's discretion, can be settled in cash or shares of Common Stock of the Issuer on a one-for-one basis. F6 · derivative.exercise_date: These OP Units are fully vested. F6 · derivative.expiration_date: These OP Units are fully vested. F1 · ownership.nature: Securities held by a family limited liability company with respect to which the reporting person has shared voting and investment power. Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 17:26 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | ConversionOP Units · Derivative | 36,805 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-063557 · doc4.xml · derivative · entry 10 TAIT AMY L · CIK 0001142301 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 Underlying: Common Stock · 36,805 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. F5 · security: Represents membership units of Broadstone Net Lease, LLC (the "OP"), a subsidiary and the operating company of the Issuer ("OP Units"). OP Units are redeemable by the reporting person and, at the Issuer's discretion, can be settled in cash or shares of Common Stock of the Issuer on a one-for-one basis. F5 · derivative.exercise_price: Represents membership units of Broadstone Net Lease, LLC (the "OP"), a subsidiary and the operating company of the Issuer ("OP Units"). OP Units are redeemable by the reporting person and, at the Issuer's discretion, can be settled in cash or shares of Common Stock of the Issuer on a one-for-one basis. F6 · derivative.exercise_date: These OP Units are fully vested. F6 · derivative.expiration_date: These OP Units are fully vested. F3 · ownership.nature: Securities held by irrevocable trust for benefit of reporting person's child. Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 17:26 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | ConversionOP Units · Derivative | 36,805 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-063557 · doc4.xml · derivative · entry 9 TAIT AMY L · CIK 0001142301 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 Underlying: Common Stock · 36,805 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. F5 · security: Represents membership units of Broadstone Net Lease, LLC (the "OP"), a subsidiary and the operating company of the Issuer ("OP Units"). OP Units are redeemable by the reporting person and, at the Issuer's discretion, can be settled in cash or shares of Common Stock of the Issuer on a one-for-one basis. F5 · derivative.exercise_price: Represents membership units of Broadstone Net Lease, LLC (the "OP"), a subsidiary and the operating company of the Issuer ("OP Units"). OP Units are redeemable by the reporting person and, at the Issuer's discretion, can be settled in cash or shares of Common Stock of the Issuer on a one-for-one basis. F6 · derivative.exercise_date: These OP Units are fully vested. F6 · derivative.expiration_date: These OP Units are fully vested. F3 · ownership.nature: Securities held by irrevocable trust for benefit of reporting person's child. Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 17:26 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | ConversionOP Units · Derivative | 99,885 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-063557 · doc4.xml · derivative · entry 8 TAIT AMY L · CIK 0001142301 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 0 Underlying: Common Stock · 99,885 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. F5 · security: Represents membership units of Broadstone Net Lease, LLC (the "OP"), a subsidiary and the operating company of the Issuer ("OP Units"). OP Units are redeemable by the reporting person and, at the Issuer's discretion, can be settled in cash or shares of Common Stock of the Issuer on a one-for-one basis. F5 · derivative.exercise_price: Represents membership units of Broadstone Net Lease, LLC (the "OP"), a subsidiary and the operating company of the Issuer ("OP Units"). OP Units are redeemable by the reporting person and, at the Issuer's discretion, can be settled in cash or shares of Common Stock of the Issuer on a one-for-one basis. F6 · derivative.exercise_date: These OP Units are fully vested. F6 · derivative.expiration_date: These OP Units are fully vested. F2 · ownership.nature: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for any purpose. Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 17:26 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | ConversionOP Units · Derivative | 149,827 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-063557 · doc4.xml · derivative · entry 7 TAIT AMY L · CIK 0001142301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,157,307 Underlying: Common Stock · 149,827 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. F5 · security: Represents membership units of Broadstone Net Lease, LLC (the "OP"), a subsidiary and the operating company of the Issuer ("OP Units"). OP Units are redeemable by the reporting person and, at the Issuer's discretion, can be settled in cash or shares of Common Stock of the Issuer on a one-for-one basis. F5 · derivative.exercise_price: Represents membership units of Broadstone Net Lease, LLC (the "OP"), a subsidiary and the operating company of the Issuer ("OP Units"). OP Units are redeemable by the reporting person and, at the Issuer's discretion, can be settled in cash or shares of Common Stock of the Issuer on a one-for-one basis. F6 · derivative.exercise_date: These OP Units are fully vested. F6 · derivative.expiration_date: These OP Units are fully vested. Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 17:26 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | ConversionCommon Stock | 36,805 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-063557 · doc4.xml · nonDerivative · entry 5 TAIT AMY L · CIK 0001142301 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 286,217 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. F3 · ownership.nature: Securities held by irrevocable trust for benefit of reporting person's child. Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 17:26 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | ConversionCommon Stock | 36,805 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-063557 · doc4.xml · nonDerivative · entry 4 TAIT AMY L · CIK 0001142301 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 286,217 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. F3 · ownership.nature: Securities held by irrevocable trust for benefit of reporting person's child. Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 17:26 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | ConversionCommon Stock | 99,885 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-063557 · doc4.xml · nonDerivative · entry 3 TAIT AMY L · CIK 0001142301 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 155,700 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. F2 · ownership.nature: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for any purpose. Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 17:26 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | ConversionCommon Stock | 499,423 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-063557 · doc4.xml · nonDerivative · entry 2 TAIT AMY L · CIK 0001142301 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Limited Liability Company Disclosed balance after: 1,331,494 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 · ownership.nature: Securities held by a family limited liability company with respect to which the reporting person has shared voting and investment power. Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 17:26 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | ConversionCommon Stock | 149,827 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-063557 · doc4.xml · nonDerivative · entry 1 TAIT AMY L · CIK 0001142301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,827 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 |
| November 30, 2020 Filed Dec 2, 2020 16:30 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | OtherOP Units · Derivative | 1,997,694 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-061172 · doc4.xml · derivative · entry 10 TAIT AMY L · CIK 0001142301 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Limited Liability Company Disclosed balance after: 0 Underlying: Common Stock · 1,997,694 shares Expires not disclosed F6 · security: Represents membership units of Broadstone Net Lease, LLC (the "OP"), a subsidiary and the operating company of the Issuer ("OP Units"). OP Units are redeemable by the reporting person and, at the Issuer's discretion, can be settled in cash or shares of Common Stock of the Issuer on a one-for-one basis. F6 · derivative.exercise_price: Represents membership units of Broadstone Net Lease, LLC (the "OP"), a subsidiary and the operating company of the Issuer ("OP Units"). OP Units are redeemable by the reporting person and, at the Issuer's discretion, can be settled in cash or shares of Common Stock of the Issuer on a one-for-one basis. F7 · shares: Includes 149,827 OP Units received as a distribution, made for estate planning purposes, from a limited liability company with respect to which the reporting person has shared voting and investment power. In prior Forms 4, the reporting person reported beneficial ownership of 1,997,694 OP Units held by such limited liability company. As a result of the distributions reported on this Form 4, including the distribution of the OP units to the reporting person, 99,885 OP Units to the reporting person's spouse and 499,423 OP Units to a family limited liability company for which beneficial ownership is attributable to the reporting person, and distributions to other interest holders of the limited liability company, such limited liability company no longer holds any OP Units. F8 · derivative.exercise_date: These OP Units are fully vested. F8 · derivative.expiration_date: These OP Units are fully vested. F7 · balance_after: Includes 149,827 OP Units received as a distribution, made for estate planning purposes, from a limited liability company with respect to which the reporting person has shared voting and investment power. In prior Forms 4, the reporting person reported beneficial ownership of 1,997,694 OP Units held by such limited liability company. As a result of the distributions reported on this Form 4, including the distribution of the OP units to the reporting person, 99,885 OP Units to the reporting person's spouse and 499,423 OP Units to a family limited liability company for which beneficial ownership is attributable to the reporting person, and distributions to other interest holders of the limited liability company, such limited liability company no longer holds any OP Units. F7 · ownership.nature: Includes 149,827 OP Units received as a distribution, made for estate planning purposes, from a limited liability company with respect to which the reporting person has shared voting and investment power. In prior Forms 4, the reporting person reported beneficial ownership of 1,997,694 OP Units held by such limited liability company. As a result of the distributions reported on this Form 4, including the distribution of the OP units to the reporting person, 99,885 OP Units to the reporting person's spouse and 499,423 OP Units to a family limited liability company for which beneficial ownership is attributable to the reporting person, and distributions to other interest holders of the limited liability company, such limited liability company no longer holds any OP Units. Read SEC document |
| November 30, 2020 Filed Dec 2, 2020 16:30 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | OtherOP Units · Derivative | 499,423 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-061172 · doc4.xml · derivative · entry 9 TAIT AMY L · CIK 0001142301 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Limited Liability Company Disclosed balance after: 499,423 Underlying: Common Stock · 499,423 shares Expires not disclosed F6 · security: Represents membership units of Broadstone Net Lease, LLC (the "OP"), a subsidiary and the operating company of the Issuer ("OP Units"). OP Units are redeemable by the reporting person and, at the Issuer's discretion, can be settled in cash or shares of Common Stock of the Issuer on a one-for-one basis. F6 · derivative.exercise_price: Represents membership units of Broadstone Net Lease, LLC (the "OP"), a subsidiary and the operating company of the Issuer ("OP Units"). OP Units are redeemable by the reporting person and, at the Issuer's discretion, can be settled in cash or shares of Common Stock of the Issuer on a one-for-one basis. F7 · shares: Includes 149,827 OP Units received as a distribution, made for estate planning purposes, from a limited liability company with respect to which the reporting person has shared voting and investment power. In prior Forms 4, the reporting person reported beneficial ownership of 1,997,694 OP Units held by such limited liability company. As a result of the distributions reported on this Form 4, including the distribution of the OP units to the reporting person, 99,885 OP Units to the reporting person's spouse and 499,423 OP Units to a family limited liability company for which beneficial ownership is attributable to the reporting person, and distributions to other interest holders of the limited liability company, such limited liability company no longer holds any OP Units. F8 · derivative.exercise_date: These OP Units are fully vested. F8 · derivative.expiration_date: These OP Units are fully vested. F7 · balance_after: Includes 149,827 OP Units received as a distribution, made for estate planning purposes, from a limited liability company with respect to which the reporting person has shared voting and investment power. In prior Forms 4, the reporting person reported beneficial ownership of 1,997,694 OP Units held by such limited liability company. As a result of the distributions reported on this Form 4, including the distribution of the OP units to the reporting person, 99,885 OP Units to the reporting person's spouse and 499,423 OP Units to a family limited liability company for which beneficial ownership is attributable to the reporting person, and distributions to other interest holders of the limited liability company, such limited liability company no longer holds any OP Units. F2 · ownership.nature: Securities held by a family limited liability company with respect to which the reporting person has shared voting and investment power. Read SEC document |
| November 30, 2020 Filed Dec 2, 2020 16:30 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | OtherOP Units · Derivative | 99,885 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-061172 · doc4.xml · derivative · entry 8 TAIT AMY L · CIK 0001142301 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 99,885 Underlying: Common Stock · 99,885 shares Expires not disclosed F6 · security: Represents membership units of Broadstone Net Lease, LLC (the "OP"), a subsidiary and the operating company of the Issuer ("OP Units"). OP Units are redeemable by the reporting person and, at the Issuer's discretion, can be settled in cash or shares of Common Stock of the Issuer on a one-for-one basis. F6 · derivative.exercise_price: Represents membership units of Broadstone Net Lease, LLC (the "OP"), a subsidiary and the operating company of the Issuer ("OP Units"). OP Units are redeemable by the reporting person and, at the Issuer's discretion, can be settled in cash or shares of Common Stock of the Issuer on a one-for-one basis. F7 · shares: Includes 149,827 OP Units received as a distribution, made for estate planning purposes, from a limited liability company with respect to which the reporting person has shared voting and investment power. In prior Forms 4, the reporting person reported beneficial ownership of 1,997,694 OP Units held by such limited liability company. As a result of the distributions reported on this Form 4, including the distribution of the OP units to the reporting person, 99,885 OP Units to the reporting person's spouse and 499,423 OP Units to a family limited liability company for which beneficial ownership is attributable to the reporting person, and distributions to other interest holders of the limited liability company, such limited liability company no longer holds any OP Units. F8 · derivative.exercise_date: These OP Units are fully vested. F8 · derivative.expiration_date: These OP Units are fully vested. F7 · balance_after: Includes 149,827 OP Units received as a distribution, made for estate planning purposes, from a limited liability company with respect to which the reporting person has shared voting and investment power. In prior Forms 4, the reporting person reported beneficial ownership of 1,997,694 OP Units held by such limited liability company. As a result of the distributions reported on this Form 4, including the distribution of the OP units to the reporting person, 99,885 OP Units to the reporting person's spouse and 499,423 OP Units to a family limited liability company for which beneficial ownership is attributable to the reporting person, and distributions to other interest holders of the limited liability company, such limited liability company no longer holds any OP Units. Read SEC document |
| November 30, 2020 Filed Dec 2, 2020 16:30 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | OtherOP Units · Derivative | 149,827 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-061172 · doc4.xml · derivative · entry 7 TAIT AMY L · CIK 0001142301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,307,134 Underlying: Common Stock · 149,827 shares Expires not disclosed F6 · security: Represents membership units of Broadstone Net Lease, LLC (the "OP"), a subsidiary and the operating company of the Issuer ("OP Units"). OP Units are redeemable by the reporting person and, at the Issuer's discretion, can be settled in cash or shares of Common Stock of the Issuer on a one-for-one basis. F6 · derivative.exercise_price: Represents membership units of Broadstone Net Lease, LLC (the "OP"), a subsidiary and the operating company of the Issuer ("OP Units"). OP Units are redeemable by the reporting person and, at the Issuer's discretion, can be settled in cash or shares of Common Stock of the Issuer on a one-for-one basis. F7 · shares: Includes 149,827 OP Units received as a distribution, made for estate planning purposes, from a limited liability company with respect to which the reporting person has shared voting and investment power. In prior Forms 4, the reporting person reported beneficial ownership of 1,997,694 OP Units held by such limited liability company. As a result of the distributions reported on this Form 4, including the distribution of the OP units to the reporting person, 99,885 OP Units to the reporting person's spouse and 499,423 OP Units to a family limited liability company for which beneficial ownership is attributable to the reporting person, and distributions to other interest holders of the limited liability company, such limited liability company no longer holds any OP Units. F8 · derivative.exercise_date: These OP Units are fully vested. F8 · derivative.expiration_date: These OP Units are fully vested. F7 · balance_after: Includes 149,827 OP Units received as a distribution, made for estate planning purposes, from a limited liability company with respect to which the reporting person has shared voting and investment power. In prior Forms 4, the reporting person reported beneficial ownership of 1,997,694 OP Units held by such limited liability company. As a result of the distributions reported on this Form 4, including the distribution of the OP units to the reporting person, 99,885 OP Units to the reporting person's spouse and 499,423 OP Units to a family limited liability company for which beneficial ownership is attributable to the reporting person, and distributions to other interest holders of the limited liability company, such limited liability company no longer holds any OP Units. Read SEC document |
| November 30, 2020 Filed Dec 2, 2020 16:30 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | GiftCommon Stock | 604,097 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-061172 · doc4.xml · nonDerivative · entry 2 TAIT AMY L · CIK 0001142301 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Limited Liability Company Disclosed balance after: 832,071 F1 · kind: On November 30, 2020, pursuant to a transaction exempt from section 16(b) under Rule 16b-5 and for estate planning purposes, the reporting person transferred these shares of common stock to a limited liability company with respect to which the reporting person and her spouse have shared voting and investment power. F2 · ownership.nature: Securities held by a family limited liability company with respect to which the reporting person has shared voting and investment power. Read SEC document |
| November 30, 2020 Filed Dec 2, 2020 16:30 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | GiftCommon Stock | 604,097 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-061172 · doc4.xml · nonDerivative · entry 1 TAIT AMY L · CIK 0001142301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: On November 30, 2020, pursuant to a transaction exempt from section 16(b) under Rule 16b-5 and for estate planning purposes, the reporting person transferred these shares of common stock to a limited liability company with respect to which the reporting person and her spouse have shared voting and investment power. Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 10:40 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | GrantCommon Stock | 1,994 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-052864 · doc4.xml · nonDerivative · entry 1 TAIT AMY L · CIK 0001142301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 604,097 F1 · shares: On October 1, 2020, Broadstone Net Lease, Inc. (the "Issuer") granted the reporting person 1,994 shares of the Issuer's common stock pursuant to the Issuer's director compensation and stock ownership policy (the "Policy"). Pursuant to the Policy, the Issuer's directors are entitled to receive an annual retainer (payable quarterly). In addition, the chairperson of the board, the lead independent director, and the chairperson and members of each of the Issuer's audit, compensation, nominating and corporate governance, and real estate investment committees are entitled to receive an annual stipend (payable quarterly). Pursuant to the Policy, directors may elect to receive all or a portion of the annual retainer and stipends in the form of shares of the Issuer's common stock with a value equal to the amount of such retainer and stipend. F2 · balance_after: These securities are owned directly by the reporting person. F3 · balance_after: On September 18, 2020, the Issuer effected a four-for-one stock split of its Common Stock and pursuant to which no fractional shares of Common Stock were issued (the "Recapitalization"). The amount of securities reported on this Form 4 has been adjusted to reflect the Recapitalization. Read SEC document |
| June 30, 2020 Filed Jul 28, 2020 12:02 UTC | Broadstone Net Lease, Inc. NA · Entity 3986 | GrantCommon Stock | 408.155 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-043815 · doc4.xml · nonDerivative · entry 1 TAIT AMY L · CIK 0001142301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,525.936 F1 · shares: On June 30, 2020, Broadstone Net Lease, Inc. (the "Issuer") granted the reporting person 408.155 shares of the Issuer's common stock pursuant to the Issuer's director compensation and stock ownership policy (the "Policy"). Pursuant to the Policy, the Issuer's directors are entitled to receive an annual retainer (payable quarterly). In addition, the chairperson of the board, the lead independent director, and the chairperson and members of each of the Issuer's audit, compensation, nominating and corporate governance, and real estate investment committees are entitled to receive an annual stipend (payable quarterly). Pursuant to the Policy, directors may elect to receive all or a portion of the annual retainer and stipends in the form of shares of the Issuer's common stock with a value equal to the amount of such retainer and stipend. F2 · balance_after: These securities are owned directly by the reporting person. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 11:34 UTC | Broadstone Net Lease, Inc. NA · Entity 3986 | GiftCommon Stock | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-022379 · doc4.xml · nonDerivative · entry 5 TAIT AMY L · CIK 0001142301 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 62,353 F3 · shares: On March 31, 2020, pursuant to a transaction exempt from Section 16(b) under Rule 16b-5, the reporting person transferred these shares of common stock to an irrevocable trust for the benefit of the reporting person's child. F4 · ownership.nature: Securities held by irrevocable trust for benefit of reporting person's child. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 11:34 UTC | Broadstone Net Lease, Inc. NA · Entity 3986 | GiftCommon Stock | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-022379 · doc4.xml · nonDerivative · entry 4 TAIT AMY L · CIK 0001142301 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 62,353 F3 · shares: On March 31, 2020, pursuant to a transaction exempt from Section 16(b) under Rule 16b-5, the reporting person transferred these shares of common stock to an irrevocable trust for the benefit of the reporting person's child. F4 · ownership.nature: Securities held by irrevocable trust for benefit of reporting person's child. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 11:34 UTC | Broadstone Net Lease, Inc. NA · Entity 3986 | GiftCommon Stock | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-022379 · doc4.xml · nonDerivative · entry 3 TAIT AMY L · CIK 0001142301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,117.781 F3 · shares: On March 31, 2020, pursuant to a transaction exempt from Section 16(b) under Rule 16b-5, the reporting person transferred these shares of common stock to an irrevocable trust for the benefit of the reporting person's child. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 11:34 UTC | Broadstone Net Lease, Inc. NA · Entity 3986 | GiftCommon Stock | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-022379 · doc4.xml · nonDerivative · entry 2 TAIT AMY L · CIK 0001142301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,117.781 F3 · shares: On March 31, 2020, pursuant to a transaction exempt from Section 16(b) under Rule 16b-5, the reporting person transferred these shares of common stock to an irrevocable trust for the benefit of the reporting person's child. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 11:34 UTC | Broadstone Net Lease, Inc. NA · Entity 3986 | GrantCommon Stock | 393.75 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-022379 · doc4.xml · nonDerivative · entry 1 TAIT AMY L · CIK 0001142301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 270,117.781 F1 · shares: On March 31, 2020, Broadstone Net Lease, Inc. (the "Issuer") granted the reporting person 393.750 shares of the Issuer's common stock pursuant to the Issuer's director compensation and stock ownership policy (the "Policy"). Pursuant to the Policy, the Issuer's directors are entitled to receive an annual retainer (payable quarterly). In addition, the chairperson of the board, the lead independent director, and the chairperson and members of each of the Issuer's audit, compensation, nominating and corporate governance, and real estate investment committees are entitled to receive an annual stipend (payable quarterly). Pursuant to the Policy, directors may elect to receive all or a portion of the annual retainer and stipends in the form of shares of the Issuer's common stock with a value equal to the amount of such retainer and stipend. F2 · balance_after: These securities are owned directly by the reporting person. Read SEC document |
| February 07, 2020 Filed Feb 10, 2020 17:03 UTC | Broadstone Net Lease, Inc. NA · Entity 3986 | GrantOP Units · Derivative | 9,201.32 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-008002 · doc4.xml · derivative · entry 10 TAIT AMY L · CIK 0001142301 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 9,201.32 Underlying: Common Stock · 9,201.32 shares Expires not disclosed F6 · security: Represents membership units of Broadstone Net Lease, LLC (the "OP"), a subsidiary and the operating company of the Issuer ("OP Units"). OP Units are exchangeable by the reporting person for shares of Common Stock of the Issuer on a one-for-one basis. F6 · derivative.exercise_price: Represents membership units of Broadstone Net Lease, LLC (the "OP"), a subsidiary and the operating company of the Issuer ("OP Units"). OP Units are exchangeable by the reporting person for shares of Common Stock of the Issuer on a one-for-one basis. F7 · price: Consists of OP Units received in connection with the closing of the internalization of the functions previously performance for the Issuer by Broadstone Real Estate LLC. These OP Units are fully vested. F7 · derivative.exercise_date: Consists of OP Units received in connection with the closing of the internalization of the functions previously performance for the Issuer by Broadstone Real Estate LLC. These OP Units are fully vested. F7 · derivative.expiration_date: Consists of OP Units received in connection with the closing of the internalization of the functions previously performance for the Issuer by Broadstone Real Estate LLC. These OP Units are fully vested. F5 · ownership.nature: Securities held by irrevocable trust for benefit of reporting person's child. Read SEC document |
| February 07, 2020 Filed Feb 10, 2020 17:03 UTC | Broadstone Net Lease, Inc. NA · Entity 3986 | GrantOP Units · Derivative | 9,201.32 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-008002 · doc4.xml · derivative · entry 9 TAIT AMY L · CIK 0001142301 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 9,201.32 Underlying: Common Stock · 9,201.32 shares Expires not disclosed F6 · security: Represents membership units of Broadstone Net Lease, LLC (the "OP"), a subsidiary and the operating company of the Issuer ("OP Units"). OP Units are exchangeable by the reporting person for shares of Common Stock of the Issuer on a one-for-one basis. F6 · derivative.exercise_price: Represents membership units of Broadstone Net Lease, LLC (the "OP"), a subsidiary and the operating company of the Issuer ("OP Units"). OP Units are exchangeable by the reporting person for shares of Common Stock of the Issuer on a one-for-one basis. F7 · price: Consists of OP Units received in connection with the closing of the internalization of the functions previously performance for the Issuer by Broadstone Real Estate LLC. These OP Units are fully vested. F7 · derivative.exercise_date: Consists of OP Units received in connection with the closing of the internalization of the functions previously performance for the Issuer by Broadstone Real Estate LLC. These OP Units are fully vested. F7 · derivative.expiration_date: Consists of OP Units received in connection with the closing of the internalization of the functions previously performance for the Issuer by Broadstone Real Estate LLC. These OP Units are fully vested. F5 · ownership.nature: Securities held by irrevocable trust for benefit of reporting person's child. Read SEC document |
| February 07, 2020 Filed Feb 10, 2020 17:03 UTC | Broadstone Net Lease, Inc. NA · Entity 3986 | GrantOP Units · Derivative | 499,423.59 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-008002 · doc4.xml · derivative · entry 8 TAIT AMY L · CIK 0001142301 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Limited Liability Company Disclosed balance after: 499,423.59 Underlying: Common Stock · 499,423.59 shares Expires not disclosed F6 · security: Represents membership units of Broadstone Net Lease, LLC (the "OP"), a subsidiary and the operating company of the Issuer ("OP Units"). OP Units are exchangeable by the reporting person for shares of Common Stock of the Issuer on a one-for-one basis. F6 · derivative.exercise_price: Represents membership units of Broadstone Net Lease, LLC (the "OP"), a subsidiary and the operating company of the Issuer ("OP Units"). OP Units are exchangeable by the reporting person for shares of Common Stock of the Issuer on a one-for-one basis. F7 · price: Consists of OP Units received in connection with the closing of the internalization of the functions previously performance for the Issuer by Broadstone Real Estate LLC. These OP Units are fully vested. F7 · derivative.exercise_date: Consists of OP Units received in connection with the closing of the internalization of the functions previously performance for the Issuer by Broadstone Real Estate LLC. These OP Units are fully vested. F7 · derivative.expiration_date: Consists of OP Units received in connection with the closing of the internalization of the functions previously performance for the Issuer by Broadstone Real Estate LLC. These OP Units are fully vested. F3 · ownership.nature: Securities held by a limited liability company with respect to which the reporting person and her spouse have shared voting and investment power. Read SEC document |
| February 07, 2020 Filed Feb 10, 2020 17:03 UTC | Broadstone Net Lease, Inc. NA · Entity 3986 | GrantOP Units · Derivative | 289,326.86 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-008002 · doc4.xml · derivative · entry 7 TAIT AMY L · CIK 0001142301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 289,326.86 Underlying: Common Stock · 289,326.86 shares Expires not disclosed F6 · security: Represents membership units of Broadstone Net Lease, LLC (the "OP"), a subsidiary and the operating company of the Issuer ("OP Units"). OP Units are exchangeable by the reporting person for shares of Common Stock of the Issuer on a one-for-one basis. F6 · derivative.exercise_price: Represents membership units of Broadstone Net Lease, LLC (the "OP"), a subsidiary and the operating company of the Issuer ("OP Units"). OP Units are exchangeable by the reporting person for shares of Common Stock of the Issuer on a one-for-one basis. F7 · price: Consists of OP Units received in connection with the closing of the internalization of the functions previously performance for the Issuer by Broadstone Real Estate LLC. These OP Units are fully vested. F7 · derivative.exercise_date: Consists of OP Units received in connection with the closing of the internalization of the functions previously performance for the Issuer by Broadstone Real Estate LLC. These OP Units are fully vested. F7 · derivative.expiration_date: Consists of OP Units received in connection with the closing of the internalization of the functions previously performance for the Issuer by Broadstone Real Estate LLC. These OP Units are fully vested. Read SEC document |
| February 07, 2020 Filed Feb 10, 2020 17:03 UTC | Broadstone Net Lease, Inc. NA · Entity 3986 | GrantCommon Stock | 191,694.1 | $85.00 | $16,293,998.50 |
DisclosureSEC source: 0001209191-20-008002 · doc4.xml · nonDerivative · entry 1 TAIT AMY L · CIK 0001142301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 269,724.031 F1 · balance_after: These securities are owned directly by the reporting person. Read SEC document |
| September 06, 2018 Filed Dec 7, 2018 06:05 UTC | Broadstone Net Lease, Inc. NA · Entity 3986 | GrantCommon Stock | 58,824 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-030333 · doc4.xml · nonDerivative · entry 2 TAIT AMY L · CIK 0001142301 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,029.931 F1 · ownership.direct: These securities are owned directly by the reporting person. Read SEC document |
| January 12, 2018 Filed Dec 7, 2018 06:05 UTC | Broadstone Net Lease, Inc. NA · Entity 3986 | GrantCommon Stock | 9,045.931 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-030333 · doc4.xml · nonDerivative · entry 1 TAIT AMY L · CIK 0001142301 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,205.931 F1 · ownership.direct: These securities are owned directly by the reporting person. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 16:27 UTC | Broadstone Net Lease, Inc. NA · Entity 3986 | GiftCommon Stock | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-017789 · doc4.xml · nonDerivative · entry 1 TAIT AMY L · CIK 0001142301 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · By Limited Liability Company Disclosed balance after: 31,925 F1 · ownership.nature: Securities held by a limited liability company with respect to which the reporting person and her spouse have shared 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.