Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Broadstone Net Lease, Inc.BNL · Entity 3986 | SVP, Underwriting & Strategy | March 12, 2026 | March 16, 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.
Broadstone Net Lease, Inc.
Report date March 12, 2026 · Filed March 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 112,947 |
Last balance in matching sequence
After 2026-03-12 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-03-12 · Grant · Acquired 12,397 · Balance 117,417 F1: Represents shares issued upon the determination of achievement of specified criteria in the three year performance period that ended on February 28, 2026 pursuant to performance-based awards granted on February 28, 2023. F2: This amount includes 69,293 shares of unvested restricted stock. Row 2 · 2026-03-12 · Tax withholding · Disposed 4,470 · Balance 112,947 F3: Represents shares withheld by the issuer to cover tax obligations of the reporting person in connection with the vesting of shares awarded pursuant to the Company's 2020 Omnibus Equity and Incentive Plan. F2: This amount includes 69,293 shares of unvested restricted stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares issued upon the determination of achievement of specified criteria in the three year performance period that ended on February 28, 2026 pursuant to performance-based awards granted on February 28, 2023.
F2: This amount includes 69,293 shares of unvested restricted stock.
F3: Represents shares withheld by the issuer to cover tax obligations of the reporting person in connection with the vesting of shares awarded pursuant to the Company's 2020 Omnibus Equity and Incentive 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 |
|---|---|---|---|---|---|---|
| March 12, 2026 Filed Mar 16, 2026 20:11 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | Tax withholdingCommon Stock | 4,470 | $18.97 | $84,795.90 |
DisclosureSEC source: 0001848398-26-000005 · wk-form4_1773691910.xml · nonDerivative · entry 2 Caruso Michael B. · CIK 0001848398 · SVP, Underwriting & Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,947 F3 · shares: Represents shares withheld by the issuer to cover tax obligations of the reporting person in connection with the vesting of shares awarded pursuant to the Company's 2020 Omnibus Equity and Incentive Plan. F2 · balance_after: This amount includes 69,293 shares of unvested restricted stock. Read SEC document |
| March 12, 2026 Filed Mar 16, 2026 20:11 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | GrantCommon Stock | 12,397 | $0.00 | $0.00 |
DisclosureSEC source: 0001848398-26-000005 · wk-form4_1773691910.xml · nonDerivative · entry 1 Caruso Michael B. · CIK 0001848398 · SVP, Underwriting & Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,417 F1 · shares: Represents shares issued upon the determination of achievement of specified criteria in the three year performance period that ended on February 28, 2026 pursuant to performance-based awards granted on February 28, 2023. F2 · balance_after: This amount includes 69,293 shares of unvested restricted stock. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 21:11 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | GrantCommon Stock | 9,312 | $0.00 | $0.00 |
DisclosureSEC source: 0001848398-26-000003 · wk-form4_1772658706.xml · nonDerivative · entry 2 Caruso Michael B. · CIK 0001848398 · SVP, Underwriting & Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,020 F3 · shares: Reflects shares of restricted stock awarded to the Reporting Person on March 2, 2026, pursuant to the Broadstone Net Lease, Inc. 2020 Omnibus Equity and Incentive Plan. Such shares of restricted stock vest ratably on or about each of the first, second, third, and fourth anniversaries of February 28, 2026. F4 · balance_after: This amount includes 69,293 shares of unvested restricted stock. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 21:11 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | Tax withholdingCommon Stock | 5,497 | $19.39 | $106,586.83 |
DisclosureSEC source: 0001848398-26-000003 · wk-form4_1772658706.xml · nonDerivative · entry 1 Caruso Michael B. · CIK 0001848398 · SVP, Underwriting & Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,708 F1 · shares: Represents shares withheld by the issuer to cover tax obligations of the reporting person in connection with the vesting of shares awarded pursuant to the Company's 2020 Omnibus Equity and Incentive Plan. F2 · balance_after: This amount includes 59,981 shares of unvested restricted stock. Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 20:10 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | Tax withholdingCommon | 297 | $16.84 | $5,001.48 |
DisclosureSEC source: 0000950170-25-036279 · ownership.xml · nonDerivative · entry 2 Caruso Michael B. · CIK 0001848398 · SVP, Underwriting & Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,205 F3 · shares: Represents shares withheld by the issuer to cover tax obligations of the reporting person in connection with the vesting of shares awarded pursuant to the Company's 2020 Omnibus Equity and Incentive Plan. F2 · balance_after: This amount includes 75,224 shares of unvested restricted stock. Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 20:10 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | GrantCommon | 823 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-036279 · ownership.xml · nonDerivative · entry 1 Caruso Michael B. · CIK 0001848398 · SVP, Underwriting & Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,502 F1 · shares: Represents shares issued upon the determination of achievement of specified criteria in the three year performance period that ended on February 28, 2025 pursuant to performance-based awards granted on February 28, 2022. F2 · balance_after: This amount includes 75,224 shares of unvested restricted stock. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:10 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | GrantCommon | 11,355 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-032008 · ownership.xml · nonDerivative · entry 2 Caruso Michael B. · CIK 0001848398 · SVP, Underwriting & Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,679 F3 · shares: Reflects shares of restricted stock awarded to the Reporting Person on February 28, 2025, pursuant to the Broadstone Net Lease, Inc. 2020 Omnibus Equity and Incentive Plan. Such shares of restricted stock vest ratably on each of the first, second, third, and fourth anniversaries of February 28, 2025. F4 · balance_after: This amount includes 75,224 shares of unvested restricted stock. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:10 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | Tax withholdingCommon | 5,005 | $16.81 | $84,134.05 |
DisclosureSEC source: 0000950170-25-032008 · ownership.xml · nonDerivative · entry 1 Caruso Michael B. · CIK 0001848398 · SVP, Underwriting & Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,324 F1 · shares: Represents shares withheld by the issuer to cover tax obligations of the reporting person in connection with the vesting of shares awarded pursuant to the Company's 2020 Omnibus Equity and Incentive Plan. F2 · balance_after: This amount includes 63,869 shares of unvested restricted stock. Read SEC document |
| March 10, 2023 Filed Mar 10, 2023 22:00 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | PurchaseCommon Stock | 1,000 | $16.33 | $16,331.60 |
DisclosureSEC source: 0001209191-23-017849 · doc4.xml · nonDerivative · entry 1 Caruso Michael B. · CIK 0001848398 · SVP, Corporate Strategy & IR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,825 F1 · price: The price in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $16.306 to $16.419, inclusive. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth above. F2 · balance_after: This amount includes 16,832 shares of unvested restricted stock. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 22:00 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | GrantCommon Stock | 8,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014789 · doc4.xml · nonDerivative · entry 2 Caruso Michael B. · CIK 0001848398 · SVP, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,825 F3 · shares: Reflects shares of restricted stock awarded to the Reporting Person on February 28, 2023, pursuant to the Broadstone Net Lease, Inc. 2020 Omnibus Equity and Incentive Plan. Such shares of restricted stock vest ratably on each of the first, second, third, and fourth anniversaries of February 28, 2023. F4 · balance_after: This amount includes 16,832 shares of unvested restricted stock. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 22:00 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | Tax withholdingCommon Stock | 2,138 | $17.83 | $38,120.54 |
DisclosureSEC source: 0001209191-23-014789 · doc4.xml · nonDerivative · entry 1 Caruso Michael B. · CIK 0001848398 · SVP, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,450 F1 · shares: Represents shares withheld by the issuer to cover tax obligations of the reporting person in connection with the vesting of shares awarded pursuant to the Company's 2020 Omnibus Equity and Incentive Plan. F2 · balance_after: This amount includes 8,457 shares of unvested restricted stock. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 22:03 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | GrantCommon Stock | 3,811 | $22.04 | $83,994.44 |
DisclosureSEC source: 0001209191-22-014859 · doc4.xml · nonDerivative · entry 2 Caruso Michael B. · CIK 0001848398 · SVP, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,588 F3 · shares: Reflects shares of restricted stock awarded to the Reporting Person on February 28, 2022, pursuant to the Broadstone Net Lease, Inc. 2020 Omnibus Equity and Incentive Plan. Such shares of restricted stock vest ratably on each of the first, second, third, and fourth anniversaries of February 28, 2022. F4 · balance_after: This amount includes 14,386 shares of unvested restricted stock. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 22:03 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | Tax withholdingCommon Stock | 2,102 | $21.93 | $46,096.86 |
DisclosureSEC source: 0001209191-22-014859 · doc4.xml · nonDerivative · entry 1 Caruso Michael B. · CIK 0001848398 · SVP, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,777 F1 · shares: Represents shares withheld by the issuer to cover tax obligations of the reporting person in connection with the vesting of shares awarded pursuant to the Company's 2020 Omnibus Equity and Incentive Plan. F2 · balance_after: This amount includes 10,575 shares of unvested restricted stock. Read SEC document |
| March 20, 2021 Filed Mar 23, 2021 21:02 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | OtherCommon Stock | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-022596 · doc4.xml · nonDerivative · entry 2 Caruso Michael B. · CIK 0001848398 · SVP, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,879 F1 · kind: The reported transaction consisted of the automatic conversion of shares of the Issuer's Class A Common Stock into the Issuer's Common Stock on March 20, 2021, the date that was 180 days after the completion of the initial public offering of the Issuer's Class A Common Stock. F2 · shares: Reflects the number of shares of the Issuer's Class A Common Stock that automatically converted into shares of the Issuer's Common Stock on March 20, 2021, the date that was 180 days after the completion of the initial public offering of the Issuer's Class A Common Stock. F3 · balance_after: This amount includes 16,405 shares of unvested restricted stock. Read SEC document |
| March 20, 2021 Filed Mar 23, 2021 21:02 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | OtherClass A Common Stock | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-022596 · doc4.xml · nonDerivative · entry 1 Caruso Michael B. · CIK 0001848398 · SVP, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The reported transaction consisted of the automatic conversion of shares of the Issuer's Class A Common Stock into the Issuer's Common Stock on March 20, 2021, the date that was 180 days after the completion of the initial public offering of the Issuer's Class A Common Stock. F2 · shares: Reflects the number of shares of the Issuer's Class A Common Stock that automatically converted into shares of the Issuer's Common Stock on March 20, 2021, the date that was 180 days after the completion of the initial public offering of the Issuer's Class A Common Stock. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 22:00 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | GrantCommon Stock | 5,374 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016967 · doc4.xml · nonDerivative · entry 2 Caruso Michael B. · CIK 0001848398 · SVP, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,479 F3 · shares: Reflects shares of restricted stock awarded to the Reporting Person on March 1, 2021, pursuant to the Broadstone Net Lease, Inc. 2020 Omnibus Equity and Incentive Plan. Such shares of restricted stock vest ratably on each of the first, second, and third anniversaries of February 28, 2021. F4 · balance_after: This amount includes 16,405 shares of unvested restricted stock. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 22:00 UTC | Broadstone Net Lease, Inc. BNL · Entity 3986 | GrantCommon Stock | 5,911 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016967 · doc4.xml · nonDerivative · entry 1 Caruso Michael B. · CIK 0001848398 · SVP, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,105 F1 · shares: Reflects shares of restricted stock awarded to the Reporting Person on March 1, 2021, pursuant to the Broadstone Net Lease, Inc. 2020 Omnibus Equity and Incentive Plan. Such shares of restricted stock vest ratably on each of the first, second, third, and fourth anniversaries of February 28, 2021. F2 · balance_after: This amount includes 11,031 shares of unvested restricted stock. 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.