Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SAUL CENTERS, INC.BFS · Entity 4877 | Director | April 02, 2018 | April 04, 2018 |
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.
SAUL CENTERS, INC.
Report date April 02, 2018 · Filed April 04, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | IndirectWife | 2,800 |
Reported balance
Holding disclosure · report date 2018-04-02 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,800 |
| Common SharesSEC Table I · non-derivative | Direct | 46,300 |
Reported balance
Holding disclosure · report date 2018-04-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 46,300 |
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $49.75 | Direct | 26,569.958 |
Reported balance
Holding disclosure · report date 2018-04-02 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 26,569.958 F1: Pursuant to the issuer's Deferred Compensation Plan under its 2004 Stock Plan and the Deferred Fee Agreement executed by the reporting person, the reporting person has elected to defer receipt of his director's fees, and receive phantom stock, the amount of which is calculated as the quotient of the dollar value of fees deferred, divided by the fair market value of the issuer's shares on the date the phantom stock is received. F2: 1 for 1 F3: The conversion of phantom stock into shares of the issuer's common stock is governed pursuant to terms of the issuer's Deferred Compensation Plan under its 2004 Stock Plan, as amended, and the reporting person's Deferred Fee Agreement. F4: Includes 259.538 shares ($52.7146/share) awarded January 31, 2018 as dividend reinvestments on shares of phantom stock held by the reporting person pursuant to the issuer's Deferred Compensation Plan under its 2004 Stock Plan and shares of phantom stock issued under the issuer's Deferred Compensation Stock Plan for Directors. |
| Director Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $51.07 · Expires 2025-05-08 | Direct | 2,500 |
Reported balance
Holding disclosure · report date 2018-04-02 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 2,500 |
| Director Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $57.74 · Expires 2026-05-06 | Direct | 2,500 |
Reported balance
Holding disclosure · report date 2018-04-02 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 2,500 |
| Director Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $59.41 · Expires 2027-05-05 | Direct | 2,500 |
Reported balance
Holding disclosure · report date 2018-04-02 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 2,500 |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the issuer's Deferred Compensation Plan under its 2004 Stock Plan and the Deferred Fee Agreement executed by the reporting person, the reporting person has elected to defer receipt of his director's fees, and receive phantom stock, the amount of which is calculated as the quotient of the dollar value of fees deferred, divided by the fair market value of the issuer's shares on the date the phantom stock is received.
F2: 1 for 1
F3: The conversion of phantom stock into shares of the issuer's common stock is governed pursuant to terms of the issuer's Deferred Compensation Plan under its 2004 Stock Plan, as amended, and the reporting person's Deferred Fee Agreement.
F4: Includes 259.538 shares ($52.7146/share) awarded January 31, 2018 as dividend reinvestments on shares of phantom stock held by the reporting person pursuant to the issuer's Deferred Compensation Plan under its 2004 Stock Plan and shares of phantom stock issued under the issuer's Deferred Compensation Stock Plan for Directors.
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 |
|---|---|---|---|---|---|---|
| May 05, 2017 Filed May 9, 2017 19:42 UTC | SAUL CENTERS, INC. BFS · Entity 4877 | GrantStock Option · Derivative | 2,500 | $59.41 Strike: $59.41 | $148,525.00 |
DisclosureSEC source: 0000907254-17-000054 · wf-form4_149435893882487.xml · derivative · entry 6 JACKSON PHILIP C JR · CIK 0001228465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 2,500 shares Expires 2027-05-05 Read SEC document |
| May 05, 2017 Filed May 9, 2017 19:42 UTC | SAUL CENTERS, INC. BFS · Entity 4877 | GrantCommon Shares | 200 | $59.41 | $11,882.00 |
DisclosureSEC source: 0000907254-17-000054 · wf-form4_149435893882487.xml · nonDerivative · entry 2 JACKSON PHILIP C JR · CIK 0001228465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,300 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.