Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AGREE REALTY CORPADC · Entity 329 | EVP, Real Estate | 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 | 33,917 |
Ending reported balance
After 2021-02-23 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2021-02-23 · Tax withholding · Disposed 2,732 · Balance 25,918 F1: Represents common shares withheld by the Issuer as payment of tax withholdings due upon vesting of 6,114 common shares. Row 2 · 2021-02-23 · Grant · Acquired 2,711 · Balance 28,629 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. 543, 542, 542, 542 and 542 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. Row 3 · 2021-02-23 · Grant · Acquired 5,288 · Balance 33,917 F3: Represents the issuance of restricted common shares to the reporting person by the Issuer's Compensation Committee of the Board of Directors upon vesting of the performance shares. 1,763 of the restricted shares issued upon vesting of the performance shares vested immediately on February 23, 2021 while 1,763 and 1,762 of the restricted shares issued shall become vested and nonforfeitable, subject to the reporting person's continued service as an employee of the Issuer, on February 23, 2022 and February 23, 2023, respectively. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents common shares withheld by the Issuer as payment of tax withholdings due upon vesting of 6,114 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. 543, 542, 542, 542 and 542 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.
F3: Represents the issuance of restricted common shares to the reporting person by the Issuer's Compensation Committee of the Board of Directors upon vesting of the performance shares. 1,763 of the restricted shares issued upon vesting of the performance shares vested immediately on February 23, 2021 while 1,763 and 1,762 of the restricted shares issued shall become vested and nonforfeitable, subject to the reporting person's continued service as an employee of the Issuer, on February 23, 2022 and February 23, 2023, respectively.
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 21:32 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 5,288 | $0.00 | $0.00 |
DisclosureSEC source: 0001638599-21-000260 · doc4_7107.xml · nonDerivative · entry 3 Hermiz Laith · CIK 0001489260 · EVP, Real Estate 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,917 F3 · shares: Represents the issuance of restricted common shares to the reporting person by the Issuer's Compensation Committee of the Board of Directors upon vesting of the performance shares. 1,763 of the restricted shares issued upon vesting of the performance shares vested immediately on February 23, 2021 while 1,763 and 1,762 of the restricted shares issued shall become vested and nonforfeitable, subject to the reporting person's continued service as an employee of the Issuer, on February 23, 2022 and February 23, 2023, respectively. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 21:32 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 2,711 | $0.00 | $0.00 |
DisclosureSEC source: 0001638599-21-000260 · doc4_7107.xml · nonDerivative · entry 2 Hermiz Laith · CIK 0001489260 · EVP, Real Estate 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,629 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. 543, 542, 542, 542 and 542 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 21:32 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 2,732 | $64.56 | $176,377.92 |
DisclosureSEC source: 0001638599-21-000260 · doc4_7107.xml · nonDerivative · entry 1 Hermiz Laith · CIK 0001489260 · EVP, Real Estate 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,918 F1 · shares: Represents common shares withheld by the Issuer as payment of tax withholdings due upon vesting of 6,114 common shares. Read SEC document |
| February 23, 2020 Filed Feb 25, 2020 21:05 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 3,768 | $0.00 | $0.00 |
DisclosureSEC source: 0001638599-20-000213 · doc4_6537.xml · nonDerivative · entry 2 Hermiz Laith · CIK 0001489260 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,534 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. 754, 754, 754, 753 and 753 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 | 1,760 | $79.62 | $140,131.20 |
DisclosureSEC source: 0001638599-20-000213 · doc4_6537.xml · nonDerivative · entry 1 Hermiz Laith · CIK 0001489260 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,766 F1 · shares: Represents Common Shares withheld by the Issuer as payment of tax withholdings due upon vesting of 3,973 Common Shares. Read SEC document |
| February 23, 2020 Filed Mar 6, 2020 21:05 UTC Amendment | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 1,884 | $0.00 | $0.00 |
DisclosureSEC source: 0001638599-20-000258 · doc4a_6557.xml · nonDerivative · entry 1 Hermiz Laith · CIK 0001489260 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,650 F1 · shares: The Form 4, as originally filed, incorrectly reported a grant of 3,768 restricted common shares. On February 23, 2020, 1,884 restricted common shares were actually granted. Read SEC document |
| January 21, 2020 Filed Jan 23, 2020 22:15 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 246 | $74.42 | $18,307.32 |
DisclosureSEC source: 0001638599-20-000095 · doc4_6477.xml · nonDerivative · entry 1 Hermiz Laith · CIK 0001489260 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,526 F1 · shares: Represents Common Shares withheld by the Issuer as payment of tax withholdings due upon the vesting of 503 Common Shares. Read SEC document |
| February 23, 2019 Filed Feb 26, 2019 21:05 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 2,944 | $0.00 | $0.00 |
DisclosureSEC source: 0001638599-19-000281 · doc4_5965.xml · nonDerivative · entry 2 Hermiz Laith · CIK 0001489260 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,772 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. 589, 589, 589, 589 and 588 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 |
| February 23, 2019 Filed Feb 26, 2019 21:05 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 1,475 | $65.66 | $96,848.50 |
DisclosureSEC source: 0001638599-19-000281 · doc4_5965.xml · nonDerivative · entry 1 Hermiz Laith · CIK 0001489260 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,828 F1 · shares: Represents Common Shares withheld by the Issuer as payment of tax withholding due upon the vesting of 3,384 Common Shares. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 21:06 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 301 | $66.22 | $19,932.22 |
DisclosureSEC source: 0001638599-19-000196 · doc4_5928.xml · nonDerivative · entry 1 Hermiz Laith · CIK 0001489260 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,303 F1 · shares: Represents Common Shares sold to the issuer as payment of tax withholding due upon the vesting of 705 Common Shares. Read SEC document |
| January 21, 2019 Filed Jan 23, 2019 21:05 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 246 | $61.70 | $15,178.20 |
DisclosureSEC source: 0001638599-19-000104 · doc4_5878.xml · nonDerivative · entry 1 Hermiz Laith · CIK 0001489260 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,604 F1 · shares: Represents Common Shares sold to the issuer as payment of tax withholding due upon the vesting of 503 Common Shares. Read SEC document |
| January 10, 2019 Filed Jan 11, 2019 21:05 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 478 | $60.74 | $29,033.72 |
DisclosureSEC source: 0001638599-19-000081 · doc4_5868.xml · nonDerivative · entry 1 Hermiz Laith · CIK 0001489260 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,850 F1 · shares: Represents Common Shares sold to the issuer as payment of tax withholding due upon the vesting of 978 Common Shares. Read SEC document |
| November 07, 2018 Filed Nov 9, 2018 21:05 UTC | AGREE REALTY CORP ADC · Entity 329 | SaleCommon Shares | 3,500 | $58.00 | $203,000.00 |
DisclosureSEC source: 0001638599-18-001253 · doc4_5763.xml · nonDerivative · entry 1 Hermiz Laith · CIK 0001489260 · COO & EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,328 Read SEC document |
| July 16, 2018 Filed Jul 16, 2018 20:01 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 277 | $54.11 | $14,988.47 |
DisclosureSEC source: 0001638599-18-000778 · doc4_5530.xml · nonDerivative · entry 1 Hermiz Laith · CIK 0001489260 · COO & EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,828 F1 · shares: Represents Common Shares withheld by the Issuer as payment of tax withholdings due upon vesting of 600 Common Shares. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 21:01 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Share | 7,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001638599-18-000273 · doc4_5281.xml · nonDerivative · entry 2 Hermiz Laith · CIK 0001489260 · COO & EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,630 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. 1,410, 1,410, 1,410, 1,410 and 1,410 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, 2019, February 23, 2020, February 23, 2021, February 23, 2022 and February 23, 2023, respectively. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 21:01 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 1,238 | $47.73 | $59,089.74 |
DisclosureSEC source: 0001638599-18-000273 · doc4_5281.xml · nonDerivative · entry 1 Hermiz Laith · CIK 0001489260 · COO & EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,580 F1 · shares: Represents Common Shares sold to the Issuer as payment of tax withholding due upon vesting of 2,680 Common Shares. Read SEC document |
| February 23, 2018 Filed Mar 8, 2018 21:01 UTC Amendment | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 3,525 | $0.00 | $0.00 |
DisclosureSEC source: 0001638599-18-000316 · doc4a_5306.xml · nonDerivative · entry 2 Hermiz Laith · CIK 0001489260 · COO & EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,105 F2 · shares: These shares are restricted common shares that were granted to the reporting person by the Issuer's Compensation Committee of the Board of Directors. 705, 705, 705, 705 and 705 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, 2019, February 23, 2020, February 23, 2021, February 23, 2022 and February 23, 2023, respectively. In addition, 3,525 performance shares were also granted to the reporting person by the Issuer's Compenation Committee of the Board of Directors. Read SEC document |
| February 23, 2018 Filed Mar 8, 2018 21:01 UTC Amendment | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 1,238 | $47.73 | $59,089.74 |
DisclosureSEC source: 0001638599-18-000316 · doc4a_5306.xml · nonDerivative · entry 1 Hermiz Laith · CIK 0001489260 · COO & EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,580 F1 · shares: Represents Common Shares withheld by the Issuer as payment of tax withholdings due upon vesting of 2,680 Common Shares. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 21:01 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 350 | $45.47 | $15,914.50 |
DisclosureSEC source: 0001638599-18-000196 · doc4_5244.xml · nonDerivative · entry 1 Hermiz Laith · CIK 0001489260 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,818 F1 · shares: Represents Common Shares sold to the Issuer as payment of tax withholding due upon vesting of 706 Common Shares. Read SEC document |
| January 25, 2018 Filed Jan 29, 2018 14:30 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 763 | $49.69 | $37,913.47 |
DisclosureSEC source: 0001638599-18-000095 · doc4_5209.xml · nonDerivative · entry 1 Hermiz Laith · CIK 0001489260 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,168 F1 · shares: Represents Common Shares sold to the Issuer as payment of tax withholding due upon vesting of 1,480 Common Shares. Read SEC document |
| July 15, 2017 Filed Jul 17, 2017 11:30 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 277 | $46.88 | $12,985.76 |
DisclosureSEC source: 0001638599-17-000710 · doc4_4851.xml · nonDerivative · entry 1 Hermiz Laith · CIK 0001489260 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,931 F1 · shares: Represents Common Shares sold to the issuer as payment of tax withholding due upon vesting 277 Common Shares. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 16:27 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 742 | $48.62 | $36,076.04 |
DisclosureSEC source: 0001638599-17-000218 · doc4_4565.xml · nonDerivative · entry 2 Hermiz Laith · CIK 0001489260 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,208 F2 · shares: Represents Common Shares sold to the issuer as payment of tax withholding due upon vesting of 1,607 Common Shares. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 16:27 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 5,361 | $0.00 | $0.00 |
DisclosureSEC source: 0001638599-17-000218 · doc4_4565.xml · nonDerivative · entry 1 Hermiz Laith · CIK 0001489260 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,950 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. 1,073, 1,072, 1,072, 1,072 and 1,072 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, 2018, February 23, 2019, February 23, 2020, February 23, 2021 and February 23, 2022, respectively. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 12:16 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 326 | $46.87 | $15,279.62 |
DisclosureSEC source: 0001638599-17-000163 · doc4_4529.xml · nonDerivative · entry 1 Hermiz Laith · CIK 0001489260 · COO & EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,589 F1 · shares: Represents Common Shares sold to the issuer as payment of tax withholding due upon vesting of 706 Common Shares. Read SEC document |
| January 21, 2017 Filed Jan 23, 2017 22:15 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 232 | $45.99 | $10,669.68 |
DisclosureSEC source: 0001638599-17-000092 · doc4_4486.xml · nonDerivative · entry 1 Hermiz Laith · CIK 0001489260 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,915 F1 · shares: Represents Common Shares sold to the issuer as payment of tax withholding due upon vesting of 502 Common Shares. Read SEC document |
| January 10, 2017 Filed Jan 11, 2017 22:00 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 503 | $45.71 | $22,992.13 |
DisclosureSEC source: 0001638599-17-000053 · doc4_4468.xml · nonDerivative · entry 2 Hermiz Laith · CIK 0001489260 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,147 F2 · shares: Represents Common Shares sold to the issuer as payment of tax withholding due upon vesting of 977 Common Shares. Read SEC document |
| January 09, 2017 Filed Jan 11, 2017 22:00 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 721 | $45.93 | $33,115.53 |
DisclosureSEC source: 0001638599-17-000053 · doc4_4468.xml · nonDerivative · entry 1 Hermiz Laith · CIK 0001489260 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,650 F1 · shares: Represents Common Shares sold to the issuer as payment of tax withholding due upon vesting of 1,400 Common Shares. 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.