Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Broadstone Net Lease, Inc.BNL · Entity 3986 | SVP - Property Management | February 08, 2021 | February 10, 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.
Broadstone Net Lease, Inc.
Report date February 08, 2021 · Filed February 10, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 38,153 |
Reported balance
After 2021-02-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-02-08 · Tax withholding · Disposed 4,889 · Balance 38,153 F1: Represents shares withheld by the issuer to cover tax obligations of the reporting person in connection with the vesting of shares awarded pursuant to the Company's 2020 Omnibus Equity and Incentive Plan. F2: 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. F3: Includes 5,119 shares of common stock owned of record by an IRA for the account of the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld by the issuer to cover tax obligations of the reporting person in connection with the vesting of shares awarded pursuant to the Company's 2020 Omnibus Equity and Incentive Plan.
F2: 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.
F3: Includes 5,119 shares of common stock owned of record by an IRA for the account of the reporting person.
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 08, 2021 Filed Feb 10, 2021 21:29 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | Tax withholdingCommon Stock | 4,889 | $18.32 | $89,566.48 |
DisclosureSEC source: 0001209191-21-009246 · doc4.xml · nonDerivative · entry 1 Haupt Steve · CIK 0001803285 · SVP - Property Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,153 F1 · shares: Represents shares withheld by the issuer to cover tax obligations of the reporting person in connection with the vesting of shares awarded pursuant to the Company's 2020 Omnibus Equity and Incentive Plan. F2 · 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. F3 · balance_after: Includes 5,119 shares of common stock owned of record by an IRA for the account of the reporting person. Read SEC document |
| August 04, 2020 Filed Aug 5, 2020 17:53 UTC | Broadstone Net Lease, Inc. NA · Entity 3986 | GrantCommon Stock | 3,353.659 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-045023 · doc4.xml · nonDerivative · entry 1 Haupt Steve · CIK 0001803285 · SVP - Property Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,760.698 F1 · shares: Reflects shares of restricted stock awarded to the Reporting Person on August 4, 2020, pursuant to the Broadstone Net Lease, Inc. 2020 Omnibus Equity and Incentive Plan. Such shares of restricted stock vest in the following percentages on each of the first, second, third, and fourth anniversaries of February 7, 2020: 40%, 30%, 20%, and 10%, respectively. F2 · balance_after: Includes 1,279.809 shares of common stock owned of record by an IRA for the account of the reporting person. 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.