Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AGREE REALTY CORPADC · Entity 329 | CHIEF OPERATING OFFICER | August 19, 2026 | August 21, 2026 |
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 August 19, 2026 · Filed August 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 23,274 |
Reported balance
After 2026-08-19 transaction · row 1
1 source rowRow 1 · 2026-08-19 · Tax withholding · Disposed 293 · Balance 23,274 F1: Represents common shares withheld by the Issuer as payment of tax withholdings due upon vesting of 673 common shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents common shares withheld by the Issuer as payment of tax withholdings due upon vesting of 673 common shares.
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 |
|---|---|---|---|---|---|---|
| August 19, 2026 Filed Aug 21, 2026 20:05 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 293 | $74.39 | $21,796.27 |
DisclosureSEC source: 0001879562-26-000004 · wk-form4_1787342707.xml · nonDerivative · entry 1 Witteveen Nicole · CIK 0001879562 · CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,274 F1 · shares: Represents common shares withheld by the Issuer as payment of tax withholdings due upon vesting of 673 common shares. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 21:19 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 3,146 | $79.32 | $249,540.72 |
DisclosureSEC source: 0001879562-26-000002 · wk-form4_1772054357.xml · nonDerivative · entry 3 Witteveen Nicole · CIK 0001879562 · CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,567 F3 · shares: Represents common shares withheld by the Issuer as payment of tax withholdings due upon vesting of 7,041 common shares. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 21:19 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 2,502 | $0.00 | $0.00 |
DisclosureSEC source: 0001879562-26-000002 · wk-form4_1772054357.xml · nonDerivative · entry 2 Witteveen Nicole · CIK 0001879562 · CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,713 F2 · shares: Represents the issuance of restricted common shares to the reporting person by the Issuer's Compensation Committee of the Board of Directors upon vesting of the performance units that were granted on February 23, 2023, under the Issuer's 2020 Omnibus Incentive Plan. These restricted common shares vested immediately on February 23, 2026. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 21:19 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 8,510 | $0.00 | $0.00 |
DisclosureSEC source: 0001879562-26-000002 · wk-form4_1772054357.xml · nonDerivative · entry 1 Witteveen Nicole · CIK 0001879562 · CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,211 F1 · shares: Represents the issuance of restricted common shares to the reporting person by the Issuer's Compensation Committee of the Board of Directors. 2,837, 2,837, and 2,836 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, 2027, February 23, 2028, and February 23, 2029, respectively. Read SEC document |
| August 19, 2025 Filed Aug 21, 2025 20:15 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 294 | $73.48 | $21,603.12 |
DisclosureSEC source: 0001415889-25-022591 · form4-08212025_040819.xml · nonDerivative · entry 1 Witteveen Nicole · CIK 0001879562 · CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,701 F1 · shares: Represents common shares withheld by the Issuer as payment of tax withholdings due upon vesting of 674 common shares. Read SEC document |
| February 23, 2025 Filed Feb 25, 2025 21:15 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 1,193 | $72.83 | $86,886.19 |
DisclosureSEC source: 0001415889-25-005476 · form4-02252025_040214.xml · nonDerivative · entry 2 Witteveen Nicole · CIK 0001879562 · CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,995 F2 · shares: Represents common shares withheld by the Issuer as payment of tax withholdings due upon vesting of 2,557 common shares. Read SEC document |
| February 23, 2025 Filed Feb 25, 2025 21:15 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 6,179 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005476 · form4-02252025_040214.xml · nonDerivative · entry 1 Witteveen Nicole · CIK 0001879562 · CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,188 F1 · shares: Represents the issuance of restricted common shares to the reporting person by the Issuer's Compensation Committee of the Board of Directors. 2,060, 2,060 and 2,059 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, 2026, February 23, 2027, and February 23, 2028, respectively. Read SEC document |
| August 19, 2024 Filed Aug 21, 2024 20:05 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 291 | $72.30 | $21,039.30 |
DisclosureSEC source: 0001415889-24-021809 · form4-08212024_040804.xml · nonDerivative · entry 1 Witteveen Nicole · CIK 0001879562 · CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,009 F1 · shares: Represents common shares withheld by the Issuer as payment of tax withholdings due upon vesting of 674 common shares. Read SEC document |
| August 13, 2024 Filed Aug 15, 2024 20:05 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 59 | $71.84 | $4,238.56 |
DisclosureSEC source: 0001415889-24-021349 · form4-08152024_040801.xml · nonDerivative · entry 1 Witteveen Nicole · CIK 0001879562 · CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,300 F1 · shares: Represents common shares withheld by the Issuer as payment of tax withholdings due upon vesting of 141 common shares. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:06 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 615 | $57.51 | $35,368.65 |
DisclosureSEC source: 0001415889-24-005459 · form4-02272024_040236.xml · nonDerivative · entry 2 Witteveen Nicole · CIK 0001879562 · CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,359 F2 · shares: Represents common shares withheld by the Issuer as payment of tax withholdings due upon vesting of 1,253 common shares. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:06 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 3,912 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-005459 · form4-02272024_040236.xml · nonDerivative · entry 1 Witteveen Nicole · CIK 0001879562 · CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,974 F1 · shares: Represents the issuance of restricted common shares to the reporting person by the Issuer's Compensation Committee of the Board of Directors. 1,304 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, 2025, February 23, 2026, and February 23, 2027, respectively. Read SEC document |
| August 19, 2023 Filed Aug 22, 2023 20:05 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 281 | $61.37 | $17,244.97 |
DisclosureSEC source: 0001415889-23-012476 · form4-08222023_040803.xml · nonDerivative · entry 1 Witteveen Nicole · CIK 0001879562 · EVP, PEOPLE & CULTURE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,062 F1 · shares: Represents common shares withheld by the Issuer as payment of tax withholdings due upon vesting of 674 common shares. Read SEC document |
| August 13, 2023 Filed Aug 15, 2023 20:05 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 51 | $63.63 | $3,245.13 |
DisclosureSEC source: 0001415889-23-012258 · form4-08152023_040801.xml · nonDerivative · entry 1 Witteveen Nicole · CIK 0001879562 · EVP, PEOPLE & CULTURE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,343 F1 · shares: Represents common shares withheld by the Issuer as payment of tax withholdings due upon vesting of 141 common shares. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:06 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 1,535 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-003376 · form4-02272023_040238.xml · nonDerivative · entry 2 Witteveen Nicole · CIK 0001879562 · EVP, PEOPLE & CULTURE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,394 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. 512, 512 and 511 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, 2024, February 23, 2025, and February 23, 2026, respectively. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:06 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 349 | $73.27 | $25,571.23 |
DisclosureSEC source: 0001415889-23-003376 · form4-02272023_040238.xml · nonDerivative · entry 1 Witteveen Nicole · CIK 0001879562 · EVP, PEOPLE & CULTURE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,859 F1 · shares: Represents common shares withheld by the Issuer as payment of tax withholdings due upon vesting of 740 common shares. Read SEC document |
| August 19, 2022 Filed Aug 23, 2022 20:05 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 284 | $79.31 | $22,524.04 |
DisclosureSEC source: 0001415889-22-008966 · form4-08232022_040806.xml · nonDerivative · entry 1 Witteveen Nicole · CIK 0001879562 · EVP, PEOPLE & CULTURE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,208 F1 · shares: Represents common shares withheld by the Issuer as payment of tax withholdings due upon vesting of 674 common shares. Read SEC document |
| August 13, 2022 Filed Aug 16, 2022 22:30 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 53 | $78.97 | $4,185.41 |
DisclosureSEC source: 0001415889-22-008732 · form4-08162022_060801.xml · nonDerivative · entry 1 Witteveen Nicole · CIK 0001879562 · EVP, PEOPLE & CULTURE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,492 F1 · shares: Represents common shares withheld by the Issuer as payment of tax withholdings due upon vesting of 142 common shares. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 21:07 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 2,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-001836 · form4-02252022_040204.xml · nonDerivative · entry 2 Witteveen Nicole · CIK 0001879562 · EVP, PEOPLE & CULTURE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,545 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. 479, 479, 479, 479 and 479 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, 2023, February 23, 2024, February 23, 2025, February 23, 2026 and February 23, 2027, respectively. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 21:07 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 112 | $62.62 | $7,013.44 |
DisclosureSEC source: 0001415889-22-001836 · form4-02252022_040204.xml · nonDerivative · entry 1 Witteveen Nicole · CIK 0001879562 · EVP, PEOPLE & CULTURE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,150 F1 · shares: Represents common shares withheld by the Issuer as payment of tax withholdings due upon vesting of 261 common shares. 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.