Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AGREE REALTY CORPADC · Entity 329 | CFO & Secretary | February 23, 2020 | March 06, 2020 |
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, 2020 · Filed March 06, 2020 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 8,390 |
Reported balance
After 2020-02-23 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2020-02-23 · Grant · Acquired 1,727 · Balance 8,390 F1: The Form 4, as originally filed, incorrectly reported a grant of 3,454 restricted common shares. On February 23, 2020, 1,727 restricted common shares were actually granted. |
Filing footnotes · ownership attribution and instrument terms
F1: The Form 4, as originally filed, incorrectly reported a grant of 3,454 restricted common shares. On February 23, 2020, 1,727 restricted common shares were actually granted.
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, 2020 Filed Feb 25, 2020 21:05 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 3,454 | $0.00 | $0.00 |
DisclosureSEC source: 0001638599-20-000212 · doc4_6536.xml · nonDerivative · entry 2 Thelen Clayton R. · CIK 0001724434 · CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,117 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. 691, 691, 691, 691 and 690 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 | 116 | $79.62 | $9,235.92 |
DisclosureSEC source: 0001638599-20-000212 · doc4_6536.xml · nonDerivative · entry 1 Thelen Clayton R. · CIK 0001724434 · CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,663 F1 · shares: Represents Common Shares withheld by the Issuer as payment of tax withholdings due upon vesting of 341 Common Shares. Read SEC document |
| February 23, 2020 Filed Mar 6, 2020 21:05 UTC Amendment | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 1,727 | $0.00 | $0.00 |
DisclosureSEC source: 0001638599-20-000259 · doc4a_6558.xml · nonDerivative · entry 1 Thelen Clayton R. · CIK 0001724434 · CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,390 F1 · shares: The Form 4, as originally filed, incorrectly reported a grant of 3,454 restricted common shares. On February 23, 2020, 1,727 restricted common shares were actually granted. Read SEC document |
| February 23, 2019 Filed Feb 26, 2019 21:05 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 1,706 | $0.00 | $0.00 |
DisclosureSEC source: 0001638599-19-000283 · doc4_5966.xml · nonDerivative · entry 1 Thelen Clayton R. · CIK 0001724434 · CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,779 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. 341, 341, 341, 341 and 342 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 |
| December 11, 2017 Filed Dec 11, 2017 21:01 UTC | AGREE REALTY CORP ADC · Entity 329 | PurchaseCommon Shares | 1,010 | $49.56 | $50,055.60 |
DisclosureSEC source: 0001638599-17-001245 · doc4_5133.xml · nonDerivative · entry 1 Thelen Clayton R. · CIK 0001724434 · CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,073 Read SEC document |
| December 04, 2017 Filed Jan 29, 2018 21:01 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 4,063 | $49.22 | $199,980.86 |
DisclosureSEC source: 0001638599-18-000119 · doc4_5212.xml · nonDerivative · entry 1 Thelen Clayton R. · CIK 0001724434 · CFO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,063 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. 813, 813, 813, 812 and 812 of these shares shall become vested and nonforfeitable, subject to the reporting person's continued service as an employee of the Issuer, on December 4, 2018, December 4, 2019, December 4, 2020, December 4, 2021 and December 4, 2022, respectively. 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.