Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SAUL CENTERS, INC.BFS · Entity 4877 | Director | May 08, 2026 | May 11, 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.
SAUL CENTERS, INC.
Report date May 08, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 55,416 |
Reported balance
After 2026-05-08 transaction · row 4
1 source rowRow 4 · 2026-05-08 · Grant · Acquired 2,000 · Balance 55,416 F2: Represents restricted shares of Common Stock. Such shares vest on the first three anniversaries of May 8, 2026 in equal annual installments, assuming continued service. |
| Common StockSEC Table I · non-derivative | IndirectWife's-Trust | 20,564 |
Reported balance
Holding disclosure · report date 2026-05-08 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 20,564 |
| Common StockSEC Table I · non-derivative | IndirectWife's IRA | 2,602 |
Reported balance
Holding disclosure · report date 2026-05-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,602 |
| Common StockSEC Table I · non-derivative | IndirectSelf-Trust | 53,187 |
Reported balance
Holding disclosure · report date 2026-05-08 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 53,187 F1: Self-Trust. Reporting person is a Trustee |
| 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 2026-05-08 · 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 $49.46 · Expires 2028-05-11 | Direct | 2,500 |
Reported balance
Holding disclosure · report date 2026-05-08 · 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 $55.71 · Expires 2029-05-03 | Direct | 2,500 |
Reported balance
Holding disclosure · report date 2026-05-08 · 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 $50.00 · Expires 2030-04-24 | Direct | 2,500 |
Reported balance
Holding disclosure · report date 2026-05-08 · 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 $43.89 · Expires 2031-05-07 | Direct | 2,500 |
Reported balance
Holding disclosure · report date 2026-05-08 · 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 $47.90 · Expires 2032-05-13 | Direct | 2,500 |
Reported balance
Holding disclosure · report date 2026-05-08 · 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 $33.79 · Expires 2033-05-12 | Direct | 2,500 |
Reported balance
Holding disclosure · report date 2026-05-08 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 2,500 |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 39,328.65 |
Reported balance
Holding disclosure · report date 2026-05-08 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 39,328.65 F3: New phantom shares are issuable pursuant to the Issuers Deferred Compensation Plan for Directors, as amended and restated effective May 17, 2024 (the Deferred Compensation Plan), under its 2024 Stock Incentive Plan. Phantom shares issued prior to May 17, 2024, continue to be subject to the terms of the Issuers deferred compensation plan for directors in effect prior to the amendment and restatement of the Deferred Compensation Plan. F4: The conversion of phantom shares issued on or after May 17, 2024, into shares of the Issuers common stock is governed pursuant to terms of the Issuers Deferred Compensation Plan under its 2024 Stock Plan and the reporting persons Deferred Fee Agreement. The conversion of phantom shares issued prior to May 17, 2024, into shares of the Issuers common stock is governed pursuant to the terms of the Issuers deferred compensation plan for directors in effect prior to the amendment and restatement of the Deferred Compensation Plan and the reporting persons Deferred Fee Agreement. F5: Includes 2,860.835 shares awarded July 31, 2025, October 31, 2025, January 30, 2026 and April 30, 2026 as dividend reinvestments on shares of phantom stock held by the reporting person pursuant to the Deferred Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Self-Trust. Reporting person is a Trustee
F2: Represents restricted shares of Common Stock. Such shares vest on the first three anniversaries of May 8, 2026 in equal annual installments, assuming continued service.
F3: New phantom shares are issuable pursuant to the Issuers Deferred Compensation Plan for Directors, as amended and restated effective May 17, 2024 (the Deferred Compensation Plan), under its 2024 Stock Incentive Plan. Phantom shares issued prior to May 17, 2024, continue to be subject to the terms of the Issuers deferred compensation plan for directors in effect prior to the amendment and restatement of the Deferred Compensation Plan.
F4: The conversion of phantom shares issued on or after May 17, 2024, into shares of the Issuers common stock is governed pursuant to terms of the Issuers Deferred Compensation Plan under its 2024 Stock Plan and the reporting persons Deferred Fee Agreement. The conversion of phantom shares issued prior to May 17, 2024, into shares of the Issuers common stock is governed pursuant to the terms of the Issuers deferred compensation plan for directors in effect prior to the amendment and restatement of the Deferred Compensation Plan and the reporting persons Deferred Fee Agreement.
F5: Includes 2,860.835 shares awarded July 31, 2025, October 31, 2025, January 30, 2026 and April 30, 2026 as dividend reinvestments on shares of phantom stock held by the reporting person pursuant to the Deferred Compensation Plan.
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 |
|---|---|---|---|---|---|---|
| September 12, 2016 Filed Sep 14, 2016 13:47 UTC Amendment | SAUL CENTERS, INC. BFS · Entity 4877 | GrantSeries C Preferred Stock | 67 | $26.18 | $1,754.06 |
DisclosureSEC source: 0000907254-16-000244 · wf-form4a_147386085732305.xml · nonDerivative · entry 7 CARACI PHILIP D · CIK 0001228461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,578 F2 · ownership.direct: Self-IRA Read SEC document |
| September 08, 2016 Filed Sep 12, 2016 20:07 UTC | SAUL CENTERS, INC. BFS · Entity 4877 | GrantSeries C Preferred Stock | 511 | $28.18 | $14,399.98 |
DisclosureSEC source: 0000907254-16-000243 · wf-form4_147371084868527.xml · nonDerivative · entry 6 CARACI PHILIP D · CIK 0001228461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,511 F2 · ownership.direct: Self-IRA Read SEC document |
| September 08, 2016 Filed Sep 14, 2016 13:47 UTC Amendment | SAUL CENTERS, INC. BFS · Entity 4877 | GrantSeries C Preferred Stock | 511 | $26.18 | $13,377.98 |
DisclosureSEC source: 0000907254-16-000244 · wf-form4a_147386085732305.xml · nonDerivative · entry 6 CARACI PHILIP D · CIK 0001228461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,511 F2 · ownership.direct: Self-IRA 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.