Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SAUL CENTERS, INC.BFS · Entity 4877 | Director | January 03, 2017 | January 05, 2017 |
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 January 03, 2017 · Filed January 05, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $65.96 | Direct | 19,566.99 |
Reported balance
After 2017-01-03 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-01-03 · Grant · Acquired 27.97 · Balance 19,566.99 F2: 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. F3: 1 for 1 F4: 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. F5: Includes 159.29 shares ($57.1815/share) awarded October 28, 2016 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. |
| Common SharesSEC Table I · non-derivative | Direct | 1,929.81 |
Reported balance
Holding disclosure · report date 2017-01-03 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,929.81 F1: Balance increased by October 28, 2016 Dividend Reinvestment Plan award of 4.319 shares. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $54.17 · Expires 2017-04-27 | Direct | 2,500 |
Reported balance
Holding disclosure · report date 2017-01-03 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 2,500 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $50.15 · Expires 2018-04-25 | Direct | 2,500 |
Reported balance
Holding disclosure · report date 2017-01-03 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 2,500 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $32.68 · Expires 2019-04-24 | Direct | 2,500 |
Reported balance
Holding disclosure · report date 2017-01-03 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 2,500 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $38.76 · Expires 2020-05-07 | Direct | 2,500 |
Reported balance
Holding disclosure · report date 2017-01-03 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 2,500 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $41.82 · Expires 2021-05-13 | Direct | 2,500 |
Reported balance
Holding disclosure · report date 2017-01-03 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 2,500 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $39.29 · Expires 2022-05-04 | Direct | 2,500 |
Reported balance
Holding disclosure · report date 2017-01-03 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 2,500 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $44.42 · Expires 2023-05-10 | Direct | 2,500 |
Reported balance
Holding disclosure · report date 2017-01-03 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 2,500 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $47.03 · Expires 2024-05-09 | Direct | 2,500 |
Reported balance
Holding disclosure · report date 2017-01-03 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 2,500 |
| 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 2017-01-03 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 2,500 |
| 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 2017-01-03 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 2,500 |
Filing footnotes · ownership attribution and instrument terms
F1: Balance increased by October 28, 2016 Dividend Reinvestment Plan award of 4.319 shares.
F2: 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.
F3: 1 for 1
F4: 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.
F5: Includes 159.29 shares ($57.1815/share) awarded October 28, 2016 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 |
|---|---|---|---|---|---|---|
| January 03, 2017 Filed Jan 5, 2017 18:13 UTC | SAUL CENTERS, INC. BFS · Entity 4877 | GrantPhantom Stock · Derivative | 27.97 | $65.96 Strike: $65.96 | $1,844.90 |
DisclosureSEC source: 0000907254-17-000003 · wf-form4_148364001212932.xml · derivative · entry 2 SYMINGTON JAMES W · CIK 0001228469 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,566.99 Underlying: Common Stock · 27.97 shares Expires not disclosed F2 · security: 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. F3 · derivative.exercise_price: 1 for 1 F4 · derivative.exercise_date: 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 · derivative.expiration_date: 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. F5 · balance_after: Includes 159.29 shares ($57.1815/share) awarded October 28, 2016 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. Read SEC document |
| October 03, 2016 Filed Oct 4, 2016 20:18 UTC | SAUL CENTERS, INC. BFS · Entity 4877 | GrantPhantom Stock · Derivative | 28.574 | $64.57 Strike: $64.57 | $1,845.02 |
DisclosureSEC source: 0000907254-16-000250 · wf-form4_147561229792846.xml · derivative · entry 2 SYMINGTON JAMES W · CIK 0001228469 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,379.733 Underlying: Common Stock · 28.574 shares Expires not disclosed F2 · security: 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. F3 · derivative.exercise_price: 1 for 1 F4 · derivative.exercise_date: 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 · derivative.expiration_date: 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. F5 · balance_after: Includes 137.575 shares ($65.6399/share) awarded July 29, 2016 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. 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.