Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AH Realty Trust, Inc.AHRT · Entity 5324 | CFO, Treasurer and Secretary | March 11, 2026 | March 13, 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.
AH Realty Trust, Inc.
Report date March 11, 2026 · Filed March 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Time-Based LTIP UnitsSEC Table II · derivative / convertible security | Direct | 325,953 |
Reported balance
After 2026-03-11 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-03-11 · Other · Disposed 20,892 · Balance 325,953 F1: Represents Time-Based LTIP Units ("Time-Based LTIP Units") in AH Realty Trust, LP (the "Operating Partnership"), the operating partnership of AH Realty Trust, Inc. (the "Company"), and of which the Company is the general partner. Under the agreement of limited partnership of the Operating Partnership (the "OP Agreement") and subject to conditions set forth in the OP Agreement, following the date on which the Time-Based LTIP Units vest, Time-Based LTIP Units are convertible into common units of limited partnership interest in the Operating Partnership ("Common Units"), at the holder's option. F2: Under the award agreement pursuant to which the Time-Based LTIP Units were granted to the reporting person, except in connection with a Change of Control (as defined in the OP Agreement), the Time-Based LTIP Units may not be converted to Common Units until two years following the date of grant. 236,710 of the Time-Based LTIP Units are also subject to an additional one year holding period following the vesting. Time-Based LTIP Units have no expiration date. F3: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Common Units have no expiration date. F4: Represents the conversion of Time-Based LTIP Units granted on March 11, 2024 into Common Units at the election of the reporting person. |
| Common UnitsSEC Table II · derivative / convertible security | Direct | 20,892 |
Reported balance
After 2026-03-11 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-11 · Other · Acquired 20,892 · Balance 20,892 F3: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Common Units have no expiration date. F5: Represents Common Units. All Common Units reflected in this report may be tendered for redemption by the holder. F4: Represents the conversion of Time-Based LTIP Units granted on March 11, 2024 into Common Units at the election of the reporting person. |
| Common StockSEC Table I · non-derivative | Direct | 10,131 |
Reported balance
Holding disclosure · report date 2026-03-11 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 10,131 |
| Performance LTIP UnitsSEC Table II · derivative / convertible security | Direct | 207,202 |
Reported balance
Holding disclosure · report date 2026-03-11 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 207,202 F3: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Common Units have no expiration date. F6: Represents Performance LTIP Units in the Operating Partnership ("Performance LTIP Units"). Under the OP Agreement and subject to conditions set forth in the OP Agreement, following the date on which the Performance LTIP Units vest, Performance LTIP Units are convertible into Common Units at the holder's option. Under the award agreement pursuant to which the Performance LTIP Units were granted to the Reporting Person, except in connection with a Change of Control (as defined in the OP Agreement), the Performance LTIP Units may not be converted to Common Units until two years following the date of grant. Additionally, 141,196 of the Performance LTIP Units are subject to an additional one year holding period following the vesting. Performance LTIP Units have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Time-Based LTIP Units ("Time-Based LTIP Units") in AH Realty Trust, LP (the "Operating Partnership"), the operating partnership of AH Realty Trust, Inc. (the "Company"), and of which the Company is the general partner. Under the agreement of limited partnership of the Operating Partnership (the "OP Agreement") and subject to conditions set forth in the OP Agreement, following the date on which the Time-Based LTIP Units vest, Time-Based LTIP Units are convertible into common units of limited partnership interest in the Operating Partnership ("Common Units"), at the holder's option.
F2: Under the award agreement pursuant to which the Time-Based LTIP Units were granted to the reporting person, except in connection with a Change of Control (as defined in the OP Agreement), the Time-Based LTIP Units may not be converted to Common Units until two years following the date of grant. 236,710 of the Time-Based LTIP Units are also subject to an additional one year holding period following the vesting. Time-Based LTIP Units have no expiration date.
F3: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Common Units have no expiration date.
F4: Represents the conversion of Time-Based LTIP Units granted on March 11, 2024 into Common Units at the election of the reporting person.
F5: Represents Common Units. All Common Units reflected in this report may be tendered for redemption by the holder.
F6: Represents Performance LTIP Units in the Operating Partnership ("Performance LTIP Units"). Under the OP Agreement and subject to conditions set forth in the OP Agreement, following the date on which the Performance LTIP Units vest, Performance LTIP Units are convertible into Common Units at the holder's option. Under the award agreement pursuant to which the Performance LTIP Units were granted to the Reporting Person, except in connection with a Change of Control (as defined in the OP Agreement), the Performance LTIP Units may not be converted to Common Units until two years following the date of grant. Additionally, 141,196 of the Performance LTIP Units are subject to an additional one year holding period following the vesting. Performance LTIP Units have no expiration date.
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 11, 2026 Filed Mar 13, 2026 20:18 UTC | AH Realty Trust, Inc. AHRT · Entity 5324 | OtherCommon Units · Derivative | 20,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001569187-26-000040 · wk-form4_1773433109.xml · derivative · entry 3 Barnes-Smith Matthew · CIK 0001919162 · CFO, Treasurer and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,892 Underlying: Common Stock · 20,892 shares Expires not disclosed F3 · derivative.exercise_price: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Common Units have no expiration date. F5 · derivative.exercise_price: Represents Common Units. All Common Units reflected in this report may be tendered for redemption by the holder. F4 · shares: Represents the conversion of Time-Based LTIP Units granted on March 11, 2024 into Common Units at the election of the reporting person. F3 · derivative.exercise_date: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Common Units have no expiration date. F5 · derivative.exercise_date: Represents Common Units. All Common Units reflected in this report may be tendered for redemption by the holder. F3 · derivative.expiration_date: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Common Units have no expiration date. F5 · derivative.expiration_date: Represents Common Units. All Common Units reflected in this report may be tendered for redemption by the holder. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:18 UTC | AH Realty Trust, Inc. AHRT · Entity 5324 | OtherTime-Based LTIP Units · Derivative | 20,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001569187-26-000040 · wk-form4_1773433109.xml · derivative · entry 2 Barnes-Smith Matthew · CIK 0001919162 · CFO, Treasurer and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 325,953 Underlying: Common Stock · 20,892 shares Expires not disclosed F1 · derivative.exercise_price: Represents Time-Based LTIP Units ("Time-Based LTIP Units") in AH Realty Trust, LP (the "Operating Partnership"), the operating partnership of AH Realty Trust, Inc. (the "Company"), and of which the Company is the general partner. Under the agreement of limited partnership of the Operating Partnership (the "OP Agreement") and subject to conditions set forth in the OP Agreement, following the date on which the Time-Based LTIP Units vest, Time-Based LTIP Units are convertible into common units of limited partnership interest in the Operating Partnership ("Common Units"), at the holder's option. F2 · derivative.exercise_price: Under the award agreement pursuant to which the Time-Based LTIP Units were granted to the reporting person, except in connection with a Change of Control (as defined in the OP Agreement), the Time-Based LTIP Units may not be converted to Common Units until two years following the date of grant. 236,710 of the Time-Based LTIP Units are also subject to an additional one year holding period following the vesting. Time-Based LTIP Units have no expiration date. F3 · derivative.exercise_price: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Common Units have no expiration date. F4 · shares: Represents the conversion of Time-Based LTIP Units granted on March 11, 2024 into Common Units at the election of the reporting person. F1 · derivative.exercise_date: Represents Time-Based LTIP Units ("Time-Based LTIP Units") in AH Realty Trust, LP (the "Operating Partnership"), the operating partnership of AH Realty Trust, Inc. (the "Company"), and of which the Company is the general partner. Under the agreement of limited partnership of the Operating Partnership (the "OP Agreement") and subject to conditions set forth in the OP Agreement, following the date on which the Time-Based LTIP Units vest, Time-Based LTIP Units are convertible into common units of limited partnership interest in the Operating Partnership ("Common Units"), at the holder's option. F2 · derivative.exercise_date: Under the award agreement pursuant to which the Time-Based LTIP Units were granted to the reporting person, except in connection with a Change of Control (as defined in the OP Agreement), the Time-Based LTIP Units may not be converted to Common Units until two years following the date of grant. 236,710 of the Time-Based LTIP Units are also subject to an additional one year holding period following the vesting. Time-Based LTIP Units have no expiration date. F3 · derivative.exercise_date: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Common Units have no expiration date. F1 · derivative.expiration_date: Represents Time-Based LTIP Units ("Time-Based LTIP Units") in AH Realty Trust, LP (the "Operating Partnership"), the operating partnership of AH Realty Trust, Inc. (the "Company"), and of which the Company is the general partner. Under the agreement of limited partnership of the Operating Partnership (the "OP Agreement") and subject to conditions set forth in the OP Agreement, following the date on which the Time-Based LTIP Units vest, Time-Based LTIP Units are convertible into common units of limited partnership interest in the Operating Partnership ("Common Units"), at the holder's option. F2 · derivative.expiration_date: Under the award agreement pursuant to which the Time-Based LTIP Units were granted to the reporting person, except in connection with a Change of Control (as defined in the OP Agreement), the Time-Based LTIP Units may not be converted to Common Units until two years following the date of grant. 236,710 of the Time-Based LTIP Units are also subject to an additional one year holding period following the vesting. Time-Based LTIP Units have no expiration date. F3 · derivative.expiration_date: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Common Units have no expiration date. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 21:52 UTC | AH Realty Trust, Inc. AHRT · Entity 5324 | Tax withholdingCommon Stock | 1,486 | $6.21 | $9,228.06 |
DisclosureSEC source: 0001569187-26-000032 · wk-form4_1772747556.xml · nonDerivative · entry 1 Barnes-Smith Matthew · CIK 0001919162 · CFO, Treasurer and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,131 F1 · shares: Reflects shares of common stock surrendered to AH Realty Trust, Inc. (the "Company") to satisfy tax withholding obligations in connection with the vesting of restricted shares of common stock. Read SEC document |
| March 02, 2026 Filed Mar 5, 2026 01:01 UTC | AH Realty Trust, Inc. AHRT · Entity 5324 | GrantPerformance LTIP Units · Derivative | 141,196 | $0.00 | $0.00 |
DisclosureSEC source: 0001569187-26-000026 · wk-form4_1772672488.xml · derivative · entry 4 Barnes-Smith Matthew · CIK 0001919162 · CFO, Treasurer and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207,202 Underlying: Common Stock · 141,196 shares Expires not disclosed F3 · derivative.exercise_price: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Common Units have no expiration date. F6 · derivative.exercise_price: Represents Performance LTIP Units in the Operating Partnership ("Performance LTIPS"). Under the OP Agreement and subject to conditions set forth in the OP Agreement, following the date on which the Performance LTIP Units vest, Performance LTIP Units are convertible into Common Units at the holder's option. Under the award agreement pursuant to which the Performance LTIP Units were granted to the Reporting Person, except in connection with a Change of Control (as defined in the OP Agreement), the Performance LTIP Units may not be converted to Common Units until two years following the date of grant. Additionally, the Performance LTIP Units are subject to an additional one year holding period following the vesting. Performance LTIP Units have no expiration date. F7 · shares: Represents a grant of unvested Performance LTIP Units. The number of Performance LTIP Units reflected in this Form 4 represents the target award, up to 200% of which may vest based on the performance criteria of the award. The Performance LTIP Units will vest, if at all, on the last day of the performance period, subject to the Reporting Person's continued employment on such date. The performance period begins on the grant date and ends on the earlier of the day before the third anniversary of the grant date and a Control Change Date (as defined in the Company's Amended and Restated 2013 Equity Incentive Plan, as amended). F3 · derivative.exercise_date: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Common Units have no expiration date. F6 · derivative.exercise_date: Represents Performance LTIP Units in the Operating Partnership ("Performance LTIPS"). Under the OP Agreement and subject to conditions set forth in the OP Agreement, following the date on which the Performance LTIP Units vest, Performance LTIP Units are convertible into Common Units at the holder's option. Under the award agreement pursuant to which the Performance LTIP Units were granted to the Reporting Person, except in connection with a Change of Control (as defined in the OP Agreement), the Performance LTIP Units may not be converted to Common Units until two years following the date of grant. Additionally, the Performance LTIP Units are subject to an additional one year holding period following the vesting. Performance LTIP Units have no expiration date. F3 · derivative.expiration_date: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Common Units have no expiration date. F6 · derivative.expiration_date: Represents Performance LTIP Units in the Operating Partnership ("Performance LTIPS"). Under the OP Agreement and subject to conditions set forth in the OP Agreement, following the date on which the Performance LTIP Units vest, Performance LTIP Units are convertible into Common Units at the holder's option. Under the award agreement pursuant to which the Performance LTIP Units were granted to the Reporting Person, except in connection with a Change of Control (as defined in the OP Agreement), the Performance LTIP Units may not be converted to Common Units until two years following the date of grant. Additionally, the Performance LTIP Units are subject to an additional one year holding period following the vesting. Performance LTIP Units have no expiration date. Read SEC document |
| March 02, 2026 Filed Mar 5, 2026 01:01 UTC | AH Realty Trust, Inc. AHRT · Entity 5324 | GrantTime-Based LTIP Units · Derivative | 166,112 | $0.00 | $0.00 |
DisclosureSEC source: 0001569187-26-000026 · wk-form4_1772672488.xml · derivative · entry 3 Barnes-Smith Matthew · CIK 0001919162 · CFO, Treasurer and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 346,845 Underlying: Common Stock · 166,112 shares Expires not disclosed F1 · derivative.exercise_price: Represents Time-Based LTIP Units ("Time-Based LTIP Units") in AH Realty Trust, LP (the "Operating Partnership"), the operating partnership of AH Realty Trust, Inc. (the "Company"), and of which the Company is the general partner. Under the agreement of limited partnership of the Operating Partnership (the "OP Agreement") and subject to conditions set forth in the OP Agreement, following the date on which the Time-Based LTIP Units vest, Time-Based LTIP Units are convertible into common units of limited partnership interest in the Operating Partnership ("Common Units"), at the holder's option. F2 · derivative.exercise_price: Under the award agreement pursuant to which the Time-Based LTIP Units were granted to the reporting person, except in connection with a Change of Control (as defined in the OP Agreement), the Time-Based LTIP Units may not be converted to Common Units until two years following the date of grant and are subject to an additional one year holding period following the vesting. Time-Based LTIP Units have no expiration date. F3 · derivative.exercise_price: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Common Units have no expiration date. F5 · shares: Represents a grant of unvested Time-Based LTIP Units, of which 100% vests on the third anniversary of the grant date, subject to the Reporting Person's continued employment on such date. F1 · derivative.exercise_date: Represents Time-Based LTIP Units ("Time-Based LTIP Units") in AH Realty Trust, LP (the "Operating Partnership"), the operating partnership of AH Realty Trust, Inc. (the "Company"), and of which the Company is the general partner. Under the agreement of limited partnership of the Operating Partnership (the "OP Agreement") and subject to conditions set forth in the OP Agreement, following the date on which the Time-Based LTIP Units vest, Time-Based LTIP Units are convertible into common units of limited partnership interest in the Operating Partnership ("Common Units"), at the holder's option. F2 · derivative.exercise_date: Under the award agreement pursuant to which the Time-Based LTIP Units were granted to the reporting person, except in connection with a Change of Control (as defined in the OP Agreement), the Time-Based LTIP Units may not be converted to Common Units until two years following the date of grant and are subject to an additional one year holding period following the vesting. Time-Based LTIP Units have no expiration date. F3 · derivative.exercise_date: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Common Units have no expiration date. F1 · derivative.expiration_date: Represents Time-Based LTIP Units ("Time-Based LTIP Units") in AH Realty Trust, LP (the "Operating Partnership"), the operating partnership of AH Realty Trust, Inc. (the "Company"), and of which the Company is the general partner. Under the agreement of limited partnership of the Operating Partnership (the "OP Agreement") and subject to conditions set forth in the OP Agreement, following the date on which the Time-Based LTIP Units vest, Time-Based LTIP Units are convertible into common units of limited partnership interest in the Operating Partnership ("Common Units"), at the holder's option. F2 · derivative.expiration_date: Under the award agreement pursuant to which the Time-Based LTIP Units were granted to the reporting person, except in connection with a Change of Control (as defined in the OP Agreement), the Time-Based LTIP Units may not be converted to Common Units until two years following the date of grant and are subject to an additional one year holding period following the vesting. Time-Based LTIP Units have no expiration date. F3 · derivative.expiration_date: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Common Units have no expiration date. Read SEC document |
| March 02, 2026 Filed Mar 5, 2026 01:01 UTC | AH Realty Trust, Inc. AHRT · Entity 5324 | GrantTime-Based LTIP Units · Derivative | 70,598 | $0.00 | $0.00 |
DisclosureSEC source: 0001569187-26-000026 · wk-form4_1772672488.xml · derivative · entry 2 Barnes-Smith Matthew · CIK 0001919162 · CFO, Treasurer and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 180,733 Underlying: Common Stock · 70,598 shares Expires not disclosed F1 · derivative.exercise_price: Represents Time-Based LTIP Units ("Time-Based LTIP Units") in AH Realty Trust, LP (the "Operating Partnership"), the operating partnership of AH Realty Trust, Inc. (the "Company"), and of which the Company is the general partner. Under the agreement of limited partnership of the Operating Partnership (the "OP Agreement") and subject to conditions set forth in the OP Agreement, following the date on which the Time-Based LTIP Units vest, Time-Based LTIP Units are convertible into common units of limited partnership interest in the Operating Partnership ("Common Units"), at the holder's option. F2 · derivative.exercise_price: Under the award agreement pursuant to which the Time-Based LTIP Units were granted to the reporting person, except in connection with a Change of Control (as defined in the OP Agreement), the Time-Based LTIP Units may not be converted to Common Units until two years following the date of grant and are subject to an additional one year holding period following the vesting. Time-Based LTIP Units have no expiration date. F3 · derivative.exercise_price: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Common Units have no expiration date. F4 · shares: Represents a grant of unvested Time-Based LTIP Units, of which the LTIP Units are subject to the following vesting schedule: 33% vested on the grant date, 33% will vest on the first anniversary of the grant date, 33% will vest on the second anniversary of the grant date, subject to the Reporting Person's continued employment on such dates. F1 · derivative.exercise_date: Represents Time-Based LTIP Units ("Time-Based LTIP Units") in AH Realty Trust, LP (the "Operating Partnership"), the operating partnership of AH Realty Trust, Inc. (the "Company"), and of which the Company is the general partner. Under the agreement of limited partnership of the Operating Partnership (the "OP Agreement") and subject to conditions set forth in the OP Agreement, following the date on which the Time-Based LTIP Units vest, Time-Based LTIP Units are convertible into common units of limited partnership interest in the Operating Partnership ("Common Units"), at the holder's option. F2 · derivative.exercise_date: Under the award agreement pursuant to which the Time-Based LTIP Units were granted to the reporting person, except in connection with a Change of Control (as defined in the OP Agreement), the Time-Based LTIP Units may not be converted to Common Units until two years following the date of grant and are subject to an additional one year holding period following the vesting. Time-Based LTIP Units have no expiration date. F3 · derivative.exercise_date: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Common Units have no expiration date. F1 · derivative.expiration_date: Represents Time-Based LTIP Units ("Time-Based LTIP Units") in AH Realty Trust, LP (the "Operating Partnership"), the operating partnership of AH Realty Trust, Inc. (the "Company"), and of which the Company is the general partner. Under the agreement of limited partnership of the Operating Partnership (the "OP Agreement") and subject to conditions set forth in the OP Agreement, following the date on which the Time-Based LTIP Units vest, Time-Based LTIP Units are convertible into common units of limited partnership interest in the Operating Partnership ("Common Units"), at the holder's option. F2 · derivative.expiration_date: Under the award agreement pursuant to which the Time-Based LTIP Units were granted to the reporting person, except in connection with a Change of Control (as defined in the OP Agreement), the Time-Based LTIP Units may not be converted to Common Units until two years following the date of grant and are subject to an additional one year holding period following the vesting. Time-Based LTIP Units have no expiration date. F3 · derivative.expiration_date: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Common Units have no expiration date. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 21:55 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantPerformance LTIP Units · Derivative | 66,006 | $0.00 | $0.00 |
DisclosureSEC source: 0001569187-25-000029 · wk-form4_1741211741.xml · derivative · entry 3 Barnes-Smith Matthew · CIK 0001919162 · CFO, Treasurer and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,006 Underlying: Common Stock · 66,006 shares Expires not disclosed F4 · derivative.exercise_price: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. F6 · derivative.exercise_price: Represents Performance LTIP Units in the Operating Partnership ("Performance LTIP Units"). Under the OP Agreement and subject to conditions set forth in the OP Agreement, following the date on which the Performance LTIP Units vest, Performance LTIP Units are convertible into Common Units at the holder's option. Under the award agreement pursuant to which the Performance LTIP Units were granted to the Reporting Person, except in connection with a Change of Control (as defined in the OP Agreement), the Performance LTIP Units may not be converted to Common Units until two years following the date of grant. Performance LTIP Units have no expiration date. F7 · shares: Represents a grant of unvested Performance LTIP Units. The number of Performance LTIP Units reflected in this Form 4 represents the target award, up to 200% of which may vest based on the performance criteria of the award. The Performance LTIP Units will vest, if at all, on the last day of the performance period, subject to the Reporting Person's continued employment on such date. The performance period begins on the grant date and ends on the earlier of the day before the third anniversary of the grant date and a Control Change Date (as defined in the Company's Amended and Restated 2013 Equity Incentive Plan, as amended). F4 · derivative.exercise_date: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. F6 · derivative.exercise_date: Represents Performance LTIP Units in the Operating Partnership ("Performance LTIP Units"). Under the OP Agreement and subject to conditions set forth in the OP Agreement, following the date on which the Performance LTIP Units vest, Performance LTIP Units are convertible into Common Units at the holder's option. Under the award agreement pursuant to which the Performance LTIP Units were granted to the Reporting Person, except in connection with a Change of Control (as defined in the OP Agreement), the Performance LTIP Units may not be converted to Common Units until two years following the date of grant. Performance LTIP Units have no expiration date. F4 · derivative.expiration_date: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. F6 · derivative.expiration_date: Represents Performance LTIP Units in the Operating Partnership ("Performance LTIP Units"). Under the OP Agreement and subject to conditions set forth in the OP Agreement, following the date on which the Performance LTIP Units vest, Performance LTIP Units are convertible into Common Units at the holder's option. Under the award agreement pursuant to which the Performance LTIP Units were granted to the Reporting Person, except in connection with a Change of Control (as defined in the OP Agreement), the Performance LTIP Units may not be converted to Common Units until two years following the date of grant. Performance LTIP Units have no expiration date. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 21:55 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantTime-Based LTIP Units · Derivative | 84,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001569187-25-000029 · wk-form4_1741211741.xml · derivative · entry 2 Barnes-Smith Matthew · CIK 0001919162 · CFO, Treasurer and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,135 Underlying: Common Stock · 84,020 shares Expires not disclosed F2 · security: On February 13th, 2025, the agreement of limited partnership (the "OP Agreement") of Armada Hoffler, L.P. (the "Operating Partnership"), the operating partnership of the Company and of which the Company serves as the general partner, was amended, which amendment renamed existing "LTIP Units" as "Time-Based LTIP Units". F3 · derivative.exercise_price: Represents Time-Based LTIP Units in the Operating Partnership ("Time-Based LTIP Units"). Under the OP Agreement and subject to conditions set forth in the OP Agreement, following the date on which the Time-Based LTIP Units vest, Time-Based LTIP Units are convertible into common units of limited partnership interest in the Operating Partnership ("Common Units") at the holder's option. Under the award agreement pursuant to which the Time-Based LTIP Units were granted to the Reporting Person, except in connection with a Change of Control (as defined in the OP Agreement), the Time-Based LTIP Units may not be converted to Common Units until two years following the date of grant. Time-Based LTIP Units have no expiration date. F4 · derivative.exercise_price: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. F5 · shares: Represents a grant of unvested Time-Based LTIP Units, of which 48,267 LTIP Units are subject to the following vesting schedule: 40% vested on the grant date, 20% will vest on the first anniversary of the grant date, 20% will vest on the second anniversary of the grant date and 20% will vest on the third anniversary of the grant date, subject to the Reporting Person's continued employment on such dates. The remaining 35,753 LTIP Units are subject to the following vesting schedule: one-third will vest on the first anniversary of the grant date, one-third will vest on the second anniversary of the grant date, and one-third will vest on the third anniversary of the grant date, subject to the Reporting Person's continued employment on such dates. F3 · derivative.exercise_date: Represents Time-Based LTIP Units in the Operating Partnership ("Time-Based LTIP Units"). Under the OP Agreement and subject to conditions set forth in the OP Agreement, following the date on which the Time-Based LTIP Units vest, Time-Based LTIP Units are convertible into common units of limited partnership interest in the Operating Partnership ("Common Units") at the holder's option. Under the award agreement pursuant to which the Time-Based LTIP Units were granted to the Reporting Person, except in connection with a Change of Control (as defined in the OP Agreement), the Time-Based LTIP Units may not be converted to Common Units until two years following the date of grant. Time-Based LTIP Units have no expiration date. F4 · derivative.exercise_date: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. F3 · derivative.expiration_date: Represents Time-Based LTIP Units in the Operating Partnership ("Time-Based LTIP Units"). Under the OP Agreement and subject to conditions set forth in the OP Agreement, following the date on which the Time-Based LTIP Units vest, Time-Based LTIP Units are convertible into common units of limited partnership interest in the Operating Partnership ("Common Units") at the holder's option. Under the award agreement pursuant to which the Time-Based LTIP Units were granted to the Reporting Person, except in connection with a Change of Control (as defined in the OP Agreement), the Time-Based LTIP Units may not be converted to Common Units until two years following the date of grant. Time-Based LTIP Units have no expiration date. F4 · derivative.expiration_date: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 21:55 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | Tax withholdingCommon Stock | 1,486 | $9.18 | $13,641.48 |
DisclosureSEC source: 0001569187-25-000029 · wk-form4_1741211741.xml · nonDerivative · entry 1 Barnes-Smith Matthew · CIK 0001919162 · CFO, Treasurer and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,617 F1 · shares: Reflects shares of common stock surrendered to Armada Hoffler Properties, Inc. (the "Company") to satisfy tax withholding obligations in connection with the vesting of restricted shares of common stock. Read SEC document |
| March 11, 2024 Filed Mar 13, 2024 21:17 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantLTIP Units · Derivative | 26,116 | $0.00 | $0.00 |
DisclosureSEC source: 0001569187-24-000026 · wk-form4_1710364612.xml · derivative · entry 2 Barnes-Smith Matthew · CIK 0001919162 · CFO, Treasurer and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,116 Underlying: Common Stock · 26,116 shares Expires not disclosed F1 · derivative.exercise_price: Represents LTIP Units ("LTIP Units") in Armada Hoffler, L.P. (the "Partnership"), the operating partnership of Armada Hoffler Properties, Inc. (the "Company"). Under the limited partnership agreement of the Partnership (the "OP Agreement") and subject to conditions set forth in the OP Agreement, upon vesting of LTIP Units, LTIP Units are convertible into Class A common units of limited partnership interest ("Common Units") in the Partnership at the holder's option. Under the LTIP Unit award agreement, except in connection with a Change of Control (as defined in the OP Agreement), the LTIP Units may not be converted to Common Units until two years following the date of grant. Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Neither LTIP Units nor Common Units have an expiration date. F2 · shares: Represents a grant of unvested LTIP Units, 40% of which vested on the grant date, 20% of which will vest on the first anniversary of the grant date, 20% of which will vest on the second anniversary of the grant date and 20% of which will vest on the third anniversary of the grant date, subject to the executive's continued employment on such dates. F1 · derivative.exercise_date: Represents LTIP Units ("LTIP Units") in Armada Hoffler, L.P. (the "Partnership"), the operating partnership of Armada Hoffler Properties, Inc. (the "Company"). Under the limited partnership agreement of the Partnership (the "OP Agreement") and subject to conditions set forth in the OP Agreement, upon vesting of LTIP Units, LTIP Units are convertible into Class A common units of limited partnership interest ("Common Units") in the Partnership at the holder's option. Under the LTIP Unit award agreement, except in connection with a Change of Control (as defined in the OP Agreement), the LTIP Units may not be converted to Common Units until two years following the date of grant. Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Neither LTIP Units nor Common Units have an expiration date. F1 · derivative.expiration_date: Represents LTIP Units ("LTIP Units") in Armada Hoffler, L.P. (the "Partnership"), the operating partnership of Armada Hoffler Properties, Inc. (the "Company"). Under the limited partnership agreement of the Partnership (the "OP Agreement") and subject to conditions set forth in the OP Agreement, upon vesting of LTIP Units, LTIP Units are convertible into Class A common units of limited partnership interest ("Common Units") in the Partnership at the holder's option. Under the LTIP Unit award agreement, except in connection with a Change of Control (as defined in the OP Agreement), the LTIP Units may not be converted to Common Units until two years following the date of grant. Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Neither LTIP Units nor Common Units have an expiration date. Read SEC document |
| March 04, 2024 Filed Mar 25, 2024 21:31 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | Tax withholdingCommon Stock | 1,486 | $10.40 | $15,454.40 |
DisclosureSEC source: 0001569187-24-000046 · wk-form4_1711402305.xml · nonDerivative · entry 1 Barnes-Smith Matthew · CIK 0001919162 · CFO, Treasurer and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,103 F1 · shares: Reflects shares of common stock surrendered to Armada Hoffler Properties, Inc. (the "Company") to satisfy tax withholding obligations in connection with the vesting of restricted shares of common stock. Read SEC document |
| June 20, 2023 Filed Jun 22, 2023 20:42 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantCommon Stock | 8,975 | $0.00 | $0.00 |
DisclosureSEC source: 0001569187-23-000070 · wk-form4_1687466528.xml · nonDerivative · entry 1 Barnes-Smith Matthew · CIK 0001919162 · CFO, Treasurer and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,589 F1 · kind: As a result of Armada Hoffler Properties, Inc. (the "Company") inadvertently issuing more shares of common stock than were available for issuance under the Armada Hoffler Properties, Inc. Amended and Restated 2013 Equity Incentive Plan (the "Plan"), on May 9, 2023, Mr. Barnes-Smith forfeited 8,975 restricted shares of common stock. As previously disclosed in Supplement No. 1 to the Company's Definitive Proxy Statement on Schedule 14A, filed with the Securities and Exchange Commission on May 12, 2023, the Compensation Committee of the Board of Directors of the Company approved the issuance of 8,975 restricted shares of common stock to Mr. Barnes-Smith (the "Replacement Grant"), subject to the stockholders' approval of Amendment No. 1 to the Plan. The Company's stockholders approved Amendment No. 1 to the Plan on June 14, 2023. This transaction reflects the Replacement Grant. F2 · shares: Represents a grant of restricted shares of common stock, one-third of which will vest on March 3, 2024, one-third of which will vest on March 3, 2025, and one-third of which will vest on March 3, 2026, subject to the executive's continued employment on such dates. Read SEC document |
| May 09, 2023 Filed May 11, 2023 21:29 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | OtherCommon Stock | 8,975 | $0.00 | $0.00 |
DisclosureSEC source: 0001569187-23-000049 · wf-form4_168384054756060.xml · nonDerivative · entry 1 Barnes-Smith Matthew · CIK 0001919162 · CFO, Treasurer and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,614 F1 · kind: As a result of Armada Hoffler Properties, Inc. inadvertently issuing more shares of common stock than were available for issuance under the Armada Hoffler Properties, Inc.Amended and Restated 2013 Equity Incentive Plan, Mr. Barnes-Smith forfeited 8,975 restricted shares of common stock. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 22:08 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | Tax withholdingCommon Stock | 2,575 | $0.00 | $0.00 |
DisclosureSEC source: 0001569187-23-000018 · wf-form4_167822689547940.xml · nonDerivative · entry 2 Barnes-Smith Matthew · CIK 0001919162 · CFO, Treasurer and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,589 F2 · shares: Reflects shares of common stock surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted shares of common stock. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 22:08 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantCommon Stock | 10,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001569187-23-000018 · wf-form4_167822689547940.xml · nonDerivative · entry 1 Barnes-Smith Matthew · CIK 0001919162 · CFO, Treasurer and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,164 F1 · shares: Represents a grant of restricted shares of common stock, 40% of which vested on the grant date, 20% of which will vest on the first anniversary of the grant date, 20% of which will vest on the second anniversary of the grant date and 20% of which will vest on the third anniversary of the grant date, subject to the executive's continued employment on such dates. 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.