Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AGREE REALTY CORPADC · Entity 329 | Director | February 23, 2021 | February 25, 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.
AGREE REALTY CORP
Report date February 23, 2021 · Filed February 25, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 27,003 |
Reported balance
After 2021-02-23 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-02-23 · Grant · Acquired 929 · Balance 27,003 F1: The reporting person elected to receive shares of common stock in lieu of the annual fee for serving on the Board of Directors of Agree Realty Corporation in 2020. F2: Includes 651 shares of common stock acquired pursuant to a dividend reinvestment plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person elected to receive shares of common stock in lieu of the annual fee for serving on the Board of Directors of Agree Realty Corporation in 2020.
F2: Includes 651 shares of common stock acquired pursuant to a dividend reinvestment plan.
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, 2021 Filed Feb 25, 2021 21:09 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 929 | $64.56 | $59,976.24 |
DisclosureSEC source: 0001638599-21-000255 · doc4_7094.xml · nonDerivative · entry 1 Rubenfaer William S. · CIK 0001429399 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,003 F1 · shares: The reporting person elected to receive shares of common stock in lieu of the annual fee for serving on the Board of Directors of Agree Realty Corporation in 2020. F2 · balance_after: Includes 651 shares of common stock acquired pursuant to a dividend reinvestment plan. Read SEC document |
| November 06, 2020 Filed Nov 9, 2020 11:00 UTC | AGREE REALTY CORP ADC · Entity 329 | PurchaseCommon Shares | 1,500 | $62.99 | $94,485.00 |
DisclosureSEC source: 0001638599-20-000887 · doc4_6912.xml · nonDerivative · entry 1 Rubenfaer William S. · CIK 0001429399 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,423 F1 · price: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $62.97 to $63.04, inclusive. The reporting person undertakes to provide Agree Realty Corporation, any security holder of Agree Realty Corporation, or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above. Read SEC document |
| February 23, 2020 Filed Feb 25, 2020 21:05 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 628 | $79.62 | $50,001.36 |
DisclosureSEC source: 0001638599-20-000211 · doc4_6541.xml · nonDerivative · entry 1 Rubenfaer William S. · CIK 0001429399 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,923 F1 · shares: The reporting person elected to receive shares of common stock in lieu of the annual fee for serving on the Board of Directors of Agree Realty Corporation in 2019. Read SEC document |
| December 17, 2019 Filed Dec 19, 2019 14:00 UTC | AGREE REALTY CORP ADC · Entity 329 | PurchaseCommon Shares | 2,000 | $67.92 | $135,840.00 |
DisclosureSEC source: 0001638599-19-001053 · doc4_6404.xml · nonDerivative · entry 1 Rubenfaer William S. · CIK 0001429399 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,776 F1 · price: The price represents the weighted average price of the multiple transactions reported on this line. Upon request by the SEC staff, the issuer or any securityholder of the issuer, the reporting person will provide full information regarding the number of shares purchased at each separate price. Read SEC document |
| February 23, 2019 Filed Feb 26, 2019 21:05 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 609 | $65.66 | $39,986.94 |
DisclosureSEC source: 0001638599-19-000286 · doc4_5968.xml · nonDerivative · entry 1 Rubenfaer William S. · CIK 0001429399 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,776 F1 · shares: The reporting person elected to receive shares of common stock in lieu of the annual fee for serving on the Board of Directors of Agree Realty Corporation in 2018. F2 · balance_after: Includes 66 shares of common stock acquired pursuant to a dividend reinvestment plan. Read SEC document |
| May 16, 2017 Filed May 16, 2017 21:46 UTC | AGREE REALTY CORP ADC · Entity 329 | PurchaseCommon Shares | 2,500 | $44.92 | $112,300.00 |
DisclosureSEC source: 0001638599-17-000449 · doc4_4707.xml · nonDerivative · entry 1 Rubenfaer William S. · CIK 0001429399 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,101 Read SEC document |
| March 09, 2017 Filed Mar 10, 2017 22:00 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 649 | $46.24 | $30,009.76 |
DisclosureSEC source: 0001638599-17-000267 · doc4_4604.xml · nonDerivative · entry 1 Rubenfaer William S. · CIK 0001429399 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,562 F1 · shares: Payment of annual fee for serving on the Board of Directors of Agree Realty Corporation in 2016. 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.