Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ACADIA REALTY TRUST
Report date December 31, 2018 · Filed January 02, 2019
Section 16 reporting ended · disclosed 2019-01-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Limited Partnership UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2018-12-31 | Direct | 228,329 |
Reported balance
After 2018-12-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-12-31 · Grant · Acquired 26,632 · Balance 228,329 F1: On December 31, 2018, Mr. Braun was awarded these restricted limited partnership units ("LTIP Units") in Acadia Realty Limited Partnership in connection with his 2018 bonus award. These LTIP Units immediately vest upon issuance. Mr. Braun retired from his role as Executive Vice President and Chief Investment Officer of Acadia Realty Trust on December 31, 2018 |
Filing footnotes · ownership attribution and instrument terms
F1: On December 31, 2018, Mr. Braun was awarded these restricted limited partnership units ("LTIP Units") in Acadia Realty Limited Partnership in connection with his 2018 bonus award. These LTIP Units immediately vest upon issuance. Mr. Braun retired from his role as Executive Vice President and Chief Investment Officer of Acadia Realty Trust on December 31, 2018
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 |
|---|---|---|---|---|---|---|
| December 31, 2018 Filed Jan 2, 2019 22:00 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | GrantLimited Partnership Units · Derivative | 26,632 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-000320 · doc4.xml · derivative · entry 1 BRAUN JOEL L · CIK 0001218906 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,329 Underlying: Common Shares of Beneficial Interest - $.001 Par Value · 26,632 shares Expires 2018-12-31 F1 · shares: On December 31, 2018, Mr. Braun was awarded these restricted limited partnership units ("LTIP Units") in Acadia Realty Limited Partnership in connection with his 2018 bonus award. These LTIP Units immediately vest upon issuance. Mr. Braun retired from his role as Executive Vice President and Chief Investment Officer of Acadia Realty Trust on December 31, 2018 Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 22:07 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | GrantLimited Partnership Units | 31,482 | $0.00 | $0.00 |
DisclosureSEC source: 0000899629-18-000010 · wf-form4_151985564001132.xml · nonDerivative · entry 1 BRAUN JOEL L · CIK 0001218906 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,697 F1 · shares: On February 26, 2018, Mr. Braun was awarded these restricted limited partnership units ("LTIP Units") in Acadia Realty Limited Partnership (the "Company"). 31,482 LTIP Units shall vest as follows:equal amounts shall vest on January 6, 2019 and on each of the first, second, third and fourth anniversaries thereof, provided that Mr. Braun continues to be employed on the vesting date in question. This figure excludes LTIP Units granted under the Company's outperformance plan, the vesting of which is subject to conditions, other than the passage of time and continued employment, which are not tied solely to the marked price of an equity security of the Company. The vesting conditions for the Company's outperformance plan relate to the Company's shareholder return relative to the total shareholder return of a basket of peer group companies. F2 · balance_after: This number represents the total number of LTIP Units now held by Mr. Braun and reflects an adjustment to the total LTIP Units previously reported as beneficially owned by Mr. Braun. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 23:29 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | GrantLimited Partnership Units | 46,874 | $0.00 | $0.00 |
DisclosureSEC source: 0000899629-17-000027 · wf-form4_148849732872129.xml · nonDerivative · entry 1 BRAUN JOEL L · CIK 0001218906 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,431 F1 · shares: On February 28, 2017, Mr. Braun was awarded these restricted limited partnership units ("LTIP Units") in Acadia Realty Limited Partnership (the "Company"). 30,570 LTIP Units shall vest as follows: equal amounts shall vest on January 6, 2018 and on each of the first, second, third and fourth anniversaries thereof, provided that Mr. Braun continues to be employed on the vesting date in question. 50% of the remaining 16,304 LTIP Units will vest subject to the same schedule and Mr. Braun's continued employment and the other 50% as follows: 60% shall vest on January 6, 2020, subject to Mr. Braun's continued employment and the Company achieving certain cumulative benchmarks established by the Company's Board of Trustees. Provided that the initial 60% vests as described above and further provided that Mr. Braun is continuously employed by the Company, 20% shall vest on January 6, 2021 and 20% shall vest on January 6, 2022. F2 · balance_after: This number represents the total number of LTIP Units (39,451 vested and 130,980 unvested) now held by Mr. Braun. 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.