Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AGREE REALTY CORPADC · Entity 329 | Director | May 14, 2026 | May 18, 2026 |
| Lineage, Inc.LINE · Entity 3539 | Director · President & CEO | April 01, 2026 | April 03, 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 May 14, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 31,555.748 |
Reported balance
After 2026-05-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 2,159 · Balance 31,555.748 F1: Represents a grant of restricted stock units (RSUs) that vest on May 14, 2027. Each RSU represents a contingent right to receive one common share. The Reporting Person voluntarily elected to defer receipt of the common shares issuable upon settlement of the RSUs until the Reporting Person's departure from the Board of Directors. F2: Includes 1,713.104 shares acquired under a dividend reinvestment plan since the last Statement of Changes in Beneficial Ownership filed by the Reporting Person. |
| Common SharesSEC Table I · non-derivative | Direct | 33,714.748 |
Reported balance
After 2026-05-14 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-05-14 · Grant · Acquired 2,159 · Balance 33,714.748 F1: Represents a grant of restricted stock units (RSUs) that vest on May 14, 2027. Each RSU represents a contingent right to receive one common share. The Reporting Person voluntarily elected to defer receipt of the common shares issuable upon settlement of the RSUs until the Reporting Person's departure from the Board of Directors. F3: Under Agree Realty Corporation's compensation plan for its Board of Directors, the Board member elected to receive a portion of their annual fee in RSUs in lieu of cash. |
| Common SharesSEC Table I · non-derivative | Direct | 34,464.748 |
Reported balance
After 2026-05-14 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-05-14 · Purchase · Acquired 750 · Balance 34,464.748 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock units (RSUs) that vest on May 14, 2027. Each RSU represents a contingent right to receive one common share. The Reporting Person voluntarily elected to defer receipt of the common shares issuable upon settlement of the RSUs until the Reporting Person's departure from the Board of Directors.
F2: Includes 1,713.104 shares acquired under a dividend reinvestment plan since the last Statement of Changes in Beneficial Ownership filed by the Reporting Person.
F3: Under Agree Realty Corporation's compensation plan for its Board of Directors, the Board member elected to receive a portion of their annual fee in RSUs in lieu of cash.
Lineage, Inc.
Report date April 01, 2026 · Filed April 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 136,045 |
Reported balance
After 2026-04-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-01 · Grant · Acquired 68,334 · Balance 136,045 F1: Represents the grant of time-based restricted stock units ("RSUs"), which are contingent rights to receive shares of common stock ("Shares") on a one-for-one basis and which vest in equal annual installments as to 1/3 of the RSUs on each of April 1, 2027, 2028, 2029, subject to continued service with the Issuer through such dates. |
| Common StockSEC Table I · non-derivative | Direct | 127,623 |
Reported balance
After 2026-04-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-04-01 · Tax withholding · Disposed 8,422 · Balance 127,623 F2: Represents shares withheld by the Issuer in satisfaction of tax withholding obligations resulting from the vesting of restricted stock units. |
| LTIP UnitsSEC Table II · derivative / convertible security | Direct | 68,335 |
Reported balance
After 2026-04-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-04-01 · Grant · Acquired 68,335 · Balance 68,335 F3: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2027, 2028 and 2029, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"), F4: (Continued from footnote 3) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, Shares, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of time-based restricted stock units ("RSUs"), which are contingent rights to receive shares of common stock ("Shares") on a one-for-one basis and which vest in equal annual installments as to 1/3 of the RSUs on each of April 1, 2027, 2028, 2029, subject to continued service with the Issuer through such dates.
F2: Represents shares withheld by the Issuer in satisfaction of tax withholding obligations resulting from the vesting of restricted stock units.
F3: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2027, 2028 and 2029, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"),
F4: (Continued from footnote 3) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, Shares, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates.
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 14, 2026 Filed May 18, 2026 11:00 UTC | AGREE REALTY CORP ADC · Entity 329 | PurchaseCommon Shares | 750 | $75.09 | $56,317.50 |
DisclosureSEC source: 0001748303-26-000006 · wk-form4_1779102052.xml · nonDerivative · entry 3 Lehmkuhl Greg · CIK 0001748303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,464.748 Read SEC document |
| May 14, 2026 Filed May 18, 2026 11:00 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 2,159 | $75.28 | $162,529.52 |
DisclosureSEC source: 0001748303-26-000006 · wk-form4_1779102052.xml · nonDerivative · entry 2 Lehmkuhl Greg · CIK 0001748303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,714.748 F1 · shares: Represents a grant of restricted stock units (RSUs) that vest on May 14, 2027. Each RSU represents a contingent right to receive one common share. The Reporting Person voluntarily elected to defer receipt of the common shares issuable upon settlement of the RSUs until the Reporting Person's departure from the Board of Directors. F3 · shares: Under Agree Realty Corporation's compensation plan for its Board of Directors, the Board member elected to receive a portion of their annual fee in RSUs in lieu of cash. Read SEC document |
| May 14, 2026 Filed May 18, 2026 11:00 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 2,159 | $0.00 | $0.00 |
DisclosureSEC source: 0001748303-26-000006 · wk-form4_1779102052.xml · nonDerivative · entry 1 Lehmkuhl Greg · CIK 0001748303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,555.748 F1 · shares: Represents a grant of restricted stock units (RSUs) that vest on May 14, 2027. Each RSU represents a contingent right to receive one common share. The Reporting Person voluntarily elected to defer receipt of the common shares issuable upon settlement of the RSUs until the Reporting Person's departure from the Board of Directors. F2 · balance_after: Includes 1,713.104 shares acquired under a dividend reinvestment plan since the last Statement of Changes in Beneficial Ownership filed by the Reporting Person. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:20 UTC | Lineage, Inc. LINE · Entity 3539 | GrantLTIP Units · Derivative | 68,335 | $0.00 | $0.00 |
DisclosureSEC source: 0001748303-26-000004 · wk-form4_1775247637.xml · derivative · entry 3 Lehmkuhl Greg · CIK 0001748303 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,335 Underlying: Common Stock · 68,335 shares Expires not disclosed F3 · derivative.exercise_price: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2027, 2028 and 2029, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"), F4 · derivative.exercise_price: (Continued from footnote 3) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, Shares, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates. F3 · price: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2027, 2028 and 2029, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"), F4 · price: (Continued from footnote 3) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, Shares, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates. F3 · derivative.exercise_date: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2027, 2028 and 2029, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"), F4 · derivative.exercise_date: (Continued from footnote 3) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, Shares, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates. F3 · derivative.expiration_date: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2027, 2028 and 2029, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"), F4 · derivative.expiration_date: (Continued from footnote 3) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, Shares, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:20 UTC | Lineage, Inc. LINE · Entity 3539 | Tax withholdingCommon Stock | 8,422 | $32.76 | $275,904.72 |
DisclosureSEC source: 0001748303-26-000004 · wk-form4_1775247637.xml · nonDerivative · entry 2 Lehmkuhl Greg · CIK 0001748303 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,623 F2 · kind: Represents shares withheld by the Issuer in satisfaction of tax withholding obligations resulting from the vesting of restricted stock units. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:20 UTC | Lineage, Inc. LINE · Entity 3539 | GrantCommon Stock | 68,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001748303-26-000004 · wk-form4_1775247637.xml · nonDerivative · entry 1 Lehmkuhl Greg · CIK 0001748303 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,045 F1 · security: Represents the grant of time-based restricted stock units ("RSUs"), which are contingent rights to receive shares of common stock ("Shares") on a one-for-one basis and which vest in equal annual installments as to 1/3 of the RSUs on each of April 1, 2027, 2028, 2029, subject to continued service with the Issuer through such dates. F1 · price: Represents the grant of time-based restricted stock units ("RSUs"), which are contingent rights to receive shares of common stock ("Shares") on a one-for-one basis and which vest in equal annual installments as to 1/3 of the RSUs on each of April 1, 2027, 2028, 2029, subject to continued service with the Issuer through such dates. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 21:48 UTC | Lineage, Inc. LINE · Entity 3539 | Tax withholdingCommon Stock | 3,995 | $38.30 | $153,008.50 |
DisclosureSEC source: 0001748303-26-000002 · wk-form4_1772056091.xml · nonDerivative · entry 2 Lehmkuhl Greg · CIK 0001748303 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,711 F2 · kind: Represents shares withheld by the Issuer in satisfaction of tax withholding obligations resulting from the vesting of restricted stock units. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 21:48 UTC | Lineage, Inc. LINE · Entity 3539 | GrantCommon Stock | 13,756 | $0.00 | $0.00 |
DisclosureSEC source: 0001748303-26-000002 · wk-form4_1772056091.xml · nonDerivative · entry 1 Lehmkuhl Greg · CIK 0001748303 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,706 F1 · security: Represents shares of Common Stock that were issued upon earnout and vesting of performance-based restricted stock units under the 2025 Bonus Program. F1 · price: Represents shares of Common Stock that were issued upon earnout and vesting of performance-based restricted stock units under the 2025 Bonus Program. Read SEC document |
| September 05, 2025 Filed Sep 8, 2025 10:30 UTC | AGREE REALTY CORP ADC · Entity 329 | PurchaseCommon Shares | 750 | $72.84 | $54,630.00 |
DisclosureSEC source: 0001415889-25-023828 · form4-09082025_060901.xml · nonDerivative · entry 1 Lehmkuhl Greg · CIK 0001748303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,683.644 F1 · balance_after: Includes 309.701 shares acquired under a dividend reinvestment plan since the last Statement of Changes in Beneficial Ownership filed by Reporting Person. Read SEC document |
| April 17, 2025 Filed Apr 21, 2025 21:12 UTC | Lineage, Inc. LINE · Entity 3539 | GrantLTIP Units · Derivative | 57,951 | $0.00 | $0.00 |
DisclosureSEC source: 0001868159-25-000048 · wk-form4_1745269961.xml · derivative · entry 2 Lehmkuhl Greg · CIK 0001748303 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,951 Underlying: Common Stock · 57,951 shares Expires not disclosed F2 · derivative.exercise_price: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"), F3 · derivative.exercise_price: (Continued from footnote 2) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, Shares, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates. F2 · price: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"), F3 · price: (Continued from footnote 2) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, Shares, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates. F2 · derivative.exercise_date: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"), F3 · derivative.exercise_date: (Continued from footnote 2) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, Shares, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates. F2 · derivative.expiration_date: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on April 1, 2026, 2027 and 2028, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"), F3 · derivative.expiration_date: (Continued from footnote 2) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, Shares, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates. Read SEC document |
| April 17, 2025 Filed Apr 21, 2025 21:12 UTC | Lineage, Inc. LINE · Entity 3539 | GrantCommon Stock | 57,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001868159-25-000048 · wk-form4_1745269961.xml · nonDerivative · entry 1 Lehmkuhl Greg · CIK 0001748303 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,950 F1 · security: Represents the grant of time-based restricted stock units ("RSUs"), which are contingent rights to receive shares of common stock ("Shares") on a one-for-one basis and which vest in equal annual installments as to 1/3 of the RSUs on each of April 1, 2026, 2027, 2028, subject to continued service with the Issuer through such dates. F1 · price: Represents the grant of time-based restricted stock units ("RSUs"), which are contingent rights to receive shares of common stock ("Shares") on a one-for-one basis and which vest in equal annual installments as to 1/3 of the RSUs on each of April 1, 2026, 2027, 2028, subject to continued service with the Issuer through such dates. Read SEC document |
| February 23, 2025 Filed Feb 25, 2025 21:15 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 1,648 | $72.83 | $120,023.84 |
DisclosureSEC source: 0001415889-25-005482 · form4-02252025_040230.xml · nonDerivative · entry 2 Lehmkuhl Greg · CIK 0001748303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,623.943 F1 · shares: Represents a grant of restricted stock that vests on February 23, 2026. F3 · shares: Under Agree Realty Corporation's compensation plan for its Board of Directors, the Board member elected to receive a portion of their annual fee in restricted common stock in lieu of cash. Read SEC document |
| February 23, 2025 Filed Feb 25, 2025 21:15 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 1,579 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005482 · form4-02252025_040230.xml · nonDerivative · entry 1 Lehmkuhl Greg · CIK 0001748303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,975.943 F1 · shares: Represents a grant of restricted stock that vests on February 23, 2026. F2 · balance_after: Includes 361.002 shares acquired under a dividend reinvestment plan since the last Statement of Changes in Beneficial Ownership filed by Reporting Person. Read SEC document |
| July 26, 2024 Filed Jul 29, 2024 21:41 UTC | Lineage, Inc. LINE · Entity 3539 | GrantLTIP Units · Derivative | 268,422 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-087406 · ownership.xml · derivative · entry 1 Lehmkuhl Greg · CIK 0001748303 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 268,422 Underlying: Common Stock · 268,422 shares Expires not disclosed F1 · derivative.exercise_price: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on each of April 1, 2025, 2026 and 2027, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"), F2 · derivative.exercise_price: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, shares of common stock, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates. F1 · price: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on each of April 1, 2025, 2026 and 2027, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"), F2 · price: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, shares of common stock, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates. F1 · derivative.exercise_date: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on each of April 1, 2025, 2026 and 2027, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"), F2 · derivative.exercise_date: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, shares of common stock, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates. F1 · derivative.expiration_date: Represents the grant of time-based units of partnership interest in Lineage OP, LP (the "Operating Partnership") designated as LTIP Units ("LTIP Units") under the Agreement of Limited Partnership of the Operating Partnership dated as of July 24, 2024 (the "Partnership Agreement"). The LTIP Units vest in equal annual installment as to 1/3 of the LTIP Units on each of April 1, 2025, 2026 and 2027, subject to continued service with the Issuer through such dates. Subject to achieving certain capital account balances, each vested LTIP Unit may be converted, at the election of the holder, on a one-for-one basis to Partnership Common Units ("Partnership Common Units"), F2 · derivative.expiration_date: (Continued from footnote 1) which are units of partnership interest in the Operating Partnership, as designated under the Partnership Agreement. Holders of Partnership Common Units acquired from the conversion of LTIP Units have the right to redeem their Partnership Common Units in exchange for cash or, at the election of the Issuer, shares of common stock, on a one-for-one basis (subject to certain adjustments), provided at least 18 months have passed since the LTIP Units were granted. LTIP Units and Partnership Common Units do not have expiration dates. Read SEC document |
| May 23, 2024 Filed May 28, 2024 10:30 UTC | AGREE REALTY CORP ADC · Entity 329 | PurchaseCommon Shares | 1,000 | $58.99 | $58,990.00 |
DisclosureSEC source: 0001415889-24-014601 · form4-05282024_060502.xml · nonDerivative · entry 1 Lehmkuhl Greg · CIK 0001748303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,035.941 F1 · balance_after: Includes 142.946 shares acquired under a dividend reinvestment plan since the last Statement of Changes in Beneficial Ownership filed by Reporting Person. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:08 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 4,086 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-005464 · form4-02272024_040232.xml · nonDerivative · entry 1 Lehmkuhl Greg · CIK 0001748303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,893 F1 · shares: Under Agree Realty Corporation's compensation plan for its Board of Directors, the Board members receive a portion of their annual fee in common stock and can also elect to receive additional shares in lieu of the cash portion of the fee. F2 · shares: Represents a grant of restricted stock that vests on February 23, 2025. F3 · balance_after: Includes 89.995 shares acquired under a dividend reinvestment plan since the last Statement of Changes in Beneficial Ownership filed by Reporting Person. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 11:30 UTC | AGREE REALTY CORP ADC · Entity 329 | PurchaseCommon Shares | 1,700 | $61.17 | $103,989.00 |
DisclosureSEC source: 0001415889-23-016551 · form4-12182023_061201.xml · nonDerivative · entry 1 Lehmkuhl Greg · CIK 0001748303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,717 F1 · balance_after: Includes 235 shares acquired between March 16, 2023 and November 16, 2023 under the Agree Realty Corporation dividend reinvestment plan. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:07 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 2,457 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-003381 · form4-02272023_040214.xml · nonDerivative · entry 1 Lehmkuhl Greg · CIK 0001748303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,782 F1 · shares: Under Agree Realty Corporation's compensation plan for its Board of Directors, the Board members receive a portion of their annual fee in common stock and can also elect to receive additional shares in lieu of the cash portion of the fee. F2 · shares: Represents a grant of restricted stock that vests on February 23, 2024. F3 · shares: Includes 196.6 shares acquired pursuant to a dividend reinvestment plan as of January 13, 2023. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 21:06 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 1,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-001828 · form4-02252022_040247.xml · nonDerivative · entry 2 Lehmkuhl Greg · CIK 0001748303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,556 F1 · shares: Under Agree Realty Corporation's compensation plan for its Board of Directors, the Board members receive a portion of their annual fee in common stock and can also elect to receive additional shares in lieu of the cash portion of the fee. F2 · shares: Represents a grant of restricted stock that vests on February 23, 2023. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 21:06 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 2,012 | $62.62 | $125,991.44 |
DisclosureSEC source: 0001415889-22-001828 · form4-02252022_040247.xml · nonDerivative · entry 1 Lehmkuhl Greg · CIK 0001748303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,502 F1 · shares: Under Agree Realty Corporation's compensation plan for its Board of Directors, the Board members receive a portion of their annual fee in common stock and can also elect to receive additional shares in lieu of the cash portion of the fee. Read SEC document |
| December 02, 2021 Filed Dec 6, 2021 21:17 UTC | AGREE REALTY CORP ADC · Entity 329 | PurchaseCommon Shares | 250 | $66.91 | $16,727.50 |
DisclosureSEC source: 0001415889-21-005727 · form4-12062021_011258.xml · nonDerivative · entry 1 Lehmkuhl Greg · CIK 0001748303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,490 Read SEC document |
| November 17, 2021 Filed Nov 18, 2021 12:00 UTC | AGREE REALTY CORP ADC · Entity 329 | PurchaseCommon Shares | 500 | $68.35 | $34,175.00 |
DisclosureSEC source: 0001415889-21-005284 · form4-11182021_041113.xml · nonDerivative · entry 1 Lehmkuhl Greg · CIK 0001748303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,240 Read SEC document |
| February 23, 2021 Filed Feb 24, 2021 21:09 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 937 | $64.56 | $60,492.72 |
DisclosureSEC source: 0001638599-21-000237 · doc4_7089.xml · nonDerivative · entry 2 Lehmkuhl Greg · CIK 0001748303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,740 F1 · shares: The reporting person elected to receive shares of common stock in lieu of the annual fee for serving on the Board of Directors of Agree Realty Corporation in 2020. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 21:09 UTC | AGREE REALTY CORP ADC · Entity 329 | PurchaseCommon Shares | 300 | $62.93 | $18,879.00 |
DisclosureSEC source: 0001638599-21-000237 · doc4_7089.xml · nonDerivative · entry 1 Lehmkuhl Greg · CIK 0001748303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,803 Read SEC document |
| May 13, 2020 Filed May 15, 2020 12:00 UTC | AGREE REALTY CORP ADC · Entity 329 | PurchaseCommon Shares | 400 | $58.92 | $23,568.00 |
DisclosureSEC source: 0001638599-20-000488 · doc4_6683.xml · nonDerivative · entry 1 Lehmkuhl Greg · CIK 0001748303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,503 Read SEC document |
| April 03, 2020 Filed Apr 6, 2020 12:30 UTC | AGREE REALTY CORP ADC · Entity 329 | PurchaseCommon Shares | 350 | $57.74 | $20,209.00 |
DisclosureSEC source: 0001638599-20-000362 · doc4_6629.xml · nonDerivative · entry 1 Lehmkuhl Greg · CIK 0001748303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,103 Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 12:30 UTC | AGREE REALTY CORP ADC · Entity 329 | PurchaseCommon Shares | 200 | $61.95 | $12,390.00 |
DisclosureSEC source: 0001638599-20-000307 · doc4_6596.xml · nonDerivative · entry 2 Lehmkuhl Greg · CIK 0001748303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,753 Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 12:30 UTC | AGREE REALTY CORP ADC · Entity 329 | PurchaseCommon Shares | 200 | $60.50 | $12,100.00 |
DisclosureSEC source: 0001638599-20-000307 · doc4_6596.xml · nonDerivative · entry 1 Lehmkuhl Greg · CIK 0001748303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,553 Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 12:50 UTC | AGREE REALTY CORP ADC · Entity 329 | PurchaseCommon Shares | 500 | $69.55 | $34,775.00 |
DisclosureSEC source: 0001638599-19-001039 · doc4_6397.xml · nonDerivative · entry 1 Lehmkuhl Greg · CIK 0001748303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,036 Read SEC document |
| December 09, 2019 Filed Dec 11, 2019 12:50 UTC | AGREE REALTY CORP ADC · Entity 329 | PurchaseCommon Shares | 500 | $72.69 | $36,345.00 |
DisclosureSEC source: 0001638599-19-001025 · doc4_6388.xml · nonDerivative · entry 1 Lehmkuhl Greg · CIK 0001748303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,536 Read SEC document |
| June 05, 2019 Filed Mar 13, 2020 20:05 UTC | AGREE REALTY CORP ADC · Entity 329 | PurchaseCommon Shares | 500 | $65.60 | $32,800.00 |
DisclosureSEC source: 0001638599-20-000290 · doc4_6583.xml · nonDerivative · entry 1 Lehmkuhl Greg · CIK 0001748303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,353 Read SEC document |
| February 23, 2019 Filed Feb 26, 2019 21:05 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 273 | $65.66 | $17,925.18 |
DisclosureSEC source: 0001638599-19-000287 · doc4_5973.xml · nonDerivative · entry 1 Lehmkuhl Greg · CIK 0001748303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,036 F1 · shares: The reporting person elected to receive shares of common stock in lieu of the annual fee for serving on the Board of Directors of Agree Realty Corporation in 2018. Read SEC document |
| September 06, 2018 Filed Sep 6, 2018 15:23 UTC | AGREE REALTY CORP ADC · Entity 329 | PurchaseCommon Shares | 730 | $54.75 | $39,967.50 |
DisclosureSEC source: 0001638599-18-001086 · doc4_5681.xml · nonDerivative · entry 1 Lehmkuhl Greg · CIK 0001748303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,763 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.