Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AGREE REALTY CORPADC · Entity 329 | GENERAL COUNSEL | February 23, 2026 | February 25, 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 February 23, 2026 · Filed February 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 25,785 |
Ending reported balance
After 2026-02-23 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-02-23 · Grant · Acquired 4,539 · Balance 25,487 F1: Represents the issuance of restricted common shares to the reporting person by the Issuer's Compensation Committee of the Board of Directors. 1,513 of these shares shall become vested and nonforfeitable, subject to the reporting person's continued service as an employee of the Issuer, on February 23, 2027, February 23, 2028, and February 23, 2029, respectively. Row 2 · 2026-02-23 · Grant · Acquired 6,004 · Balance 31,491 F2: Represents the issuance of restricted common shares to the reporting person by the Issuer's Compensation Committee of the Board of Directors upon vesting of the performance units that were granted on February 23, 2023, under the Issuer's 2020 Omnibus Incentive Plan. These restricted common shares vested immediately on February 23, 2026. Row 3 · 2026-02-23 · Tax withholding · Disposed 5,706 · Balance 25,785 F3: Represents common shares withheld by the Issuer as payment of tax withholdings due upon vesting of 12,903 common shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the issuance of restricted common shares to the reporting person by the Issuer's Compensation Committee of the Board of Directors. 1,513 of these shares shall become vested and nonforfeitable, subject to the reporting person's continued service as an employee of the Issuer, on February 23, 2027, February 23, 2028, and February 23, 2029, respectively.
F2: Represents the issuance of restricted common shares to the reporting person by the Issuer's Compensation Committee of the Board of Directors upon vesting of the performance units that were granted on February 23, 2023, under the Issuer's 2020 Omnibus Incentive Plan. These restricted common shares vested immediately on February 23, 2026.
F3: Represents common shares withheld by the Issuer as payment of tax withholdings due upon vesting of 12,903 common shares.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 23, 2026 Filed Feb 25, 2026 21:20 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 5,706 | $79.32 | $452,599.92 |
DisclosureSEC source: 0001795831-26-000002 · wk-form4_1772054399.xml · nonDerivative · entry 3 Spehar Danielle M · CIK 0001795831 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,785 F3 · shares: Represents common shares withheld by the Issuer as payment of tax withholdings due upon vesting of 12,903 common shares. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 21:20 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 6,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001795831-26-000002 · wk-form4_1772054399.xml · nonDerivative · entry 2 Spehar Danielle M · CIK 0001795831 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,491 F2 · shares: Represents the issuance of restricted common shares to the reporting person by the Issuer's Compensation Committee of the Board of Directors upon vesting of the performance units that were granted on February 23, 2023, under the Issuer's 2020 Omnibus Incentive Plan. These restricted common shares vested immediately on February 23, 2026. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 21:20 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 4,539 | $0.00 | $0.00 |
DisclosureSEC source: 0001795831-26-000002 · wk-form4_1772054399.xml · nonDerivative · entry 1 Spehar Danielle M · CIK 0001795831 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,487 F1 · shares: Represents the issuance of restricted common shares to the reporting person by the Issuer's Compensation Committee of the Board of Directors. 1,513 of these shares shall become vested and nonforfeitable, subject to the reporting person's continued service as an employee of the Issuer, on February 23, 2027, February 23, 2028, and February 23, 2029, respectively. Read SEC document |
| February 23, 2025 Filed Feb 25, 2025 21:15 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 2,707 | $72.83 | $197,150.81 |
DisclosureSEC source: 0001415889-25-005475 · form4-02252025_040211.xml · nonDerivative · entry 3 Spehar Danielle M · CIK 0001795831 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,948 F3 · shares: Represents common shares withheld by the Issuer as payment of tax withholdings due upon vesting of 6,025 common shares. Read SEC document |
| February 23, 2025 Filed Feb 25, 2025 21:15 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 3,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005475 · form4-02252025_040211.xml · nonDerivative · entry 2 Spehar Danielle M · CIK 0001795831 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,655 F2 · shares: Represents the issuance of restricted common shares to the reporting person by the Issuer's Compensation Committee of the Board of Directors upon vesting of the performance shares. 1,198 of the restricted shares issued upon vesting of the performance shares vested immediately on February 23, 2025 while 1,198 and 1,197 of the restricted shares issued shall become vested and nonforfeitable, subject to the reporting person's continued service as an employee of the Issuer, on February 23, 2026 and February 23, 2027, respectively. Read SEC document |
| February 23, 2025 Filed Feb 25, 2025 21:15 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 3,707 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005475 · form4-02252025_040211.xml · nonDerivative · entry 1 Spehar Danielle M · CIK 0001795831 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,062 F1 · shares: Represents the issuance of restricted common shares to the reporting person by the Issuer's Compensation Committee of the Board of Directors. 1,236, 1,236 and 1,235 of these shares shall become vested and nonforfeitable, subject to the reporting person's continued service as an employee of the Issuer, on February 23, 2026, February 23, 2027, and February 23, 2028, respectively. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:06 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 1,535 | $57.51 | $88,277.85 |
DisclosureSEC source: 0001415889-24-005458 · form4-02272024_040227.xml · nonDerivative · entry 3 Spehar Danielle M · CIK 0001795831 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,355 F3 · shares: Represents common shares withheld by the Issuer as payment of tax withholdings due upon vesting of 3,305 common shares. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:06 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 1,764 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-005458 · form4-02272024_040227.xml · nonDerivative · entry 2 Spehar Danielle M · CIK 0001795831 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,890 F2 · shares: Represents the issuance of restricted common shares to the reporting person by the Issuer's Compensation Committee of the Board of Directors upon vesting of the performance shares. 588 of the restricted shares issued upon vesting of the performance shares vested immediately on February 23, 2024 while 588 of the restricted shares issued shall become vested and nonforfeitable, subject to the reporting person's continued service as an employee of the Issuer, on February 23, 2025 and February 23, 2026, respectively. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:06 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 4,695 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-005458 · form4-02272024_040227.xml · nonDerivative · entry 1 Spehar Danielle M · CIK 0001795831 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,126 F1 · shares: Represents the issuance of restricted common shares to the reporting person by the Issuer's Compensation Committee of the Board of Directors. 1,565 of these shares shall become vested and nonforfeitable, subject to the reporting person's continued service as an employee of the Issuer, on February 23, 2025, February 23, 2026, and February 23, 2027, respectively. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:06 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 3,685 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-003375 · form4-02272023_040225.xml · nonDerivative · entry 2 Spehar Danielle M · CIK 0001795831 · GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,431 F2 · shares: All of these shares are restricted common shares that were granted to the reporting person by the Issuer's Compensation Committee of the Board of Directors. 1,229, 1,228 and 1,228 of these shares shall become vested and nonforfeitable, subject to the reporting person's continued service as an employee of the Issuer, on February 23, 2024, February 23, 2025, and February 23, 2026, respectively. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:06 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 862 | $73.27 | $63,158.74 |
DisclosureSEC source: 0001415889-23-003375 · form4-02272023_040225.xml · nonDerivative · entry 1 Spehar Danielle M · CIK 0001795831 · GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,746 F1 · shares: Represents common shares withheld by the Issuer as payment of tax withholdings due upon vesting of 1,822 common shares. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 21:07 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 2,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-001835 · form4-02252022_040253.xml · nonDerivative · entry 2 Spehar Danielle M · CIK 0001795831 · GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,608 F2 · shares: All of these shares are restricted common shares that were granted to the reporting person by the Issuer's Compensation Committee of the Board of Directors. 479, 479, 479, 479 and 479 of these shares shall become vested and nonforfeitable, subject to the reporting person's continued service as an employee of the Issuer, on February 23, 2023, February 23, 2024, February 23, 2025, February 23, 2026 and February 23, 2027, respectively. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 21:07 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 658 | $62.62 | $41,203.96 |
DisclosureSEC source: 0001415889-22-001835 · form4-02252022_040253.xml · nonDerivative · entry 1 Spehar Danielle M · CIK 0001795831 · GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,213 F1 · shares: Represents common shares withheld by the Issuer as payment of tax withholdings due upon vesting of 1,344 common shares. Read SEC document |
| December 07, 2021 Filed Dec 9, 2021 21:05 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 88 | $70.46 | $6,200.48 |
DisclosureSEC source: 0001415889-21-005799 · form4-12092021_011213.xml · nonDerivative · entry 1 Spehar Danielle M · CIK 0001795831 · GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,871 F1 · shares: Represents common shares withheld by the Issuer as payment of tax withholdings due upon vesting of 220 common shares. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 21:31 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 2,323 | $0.00 | $0.00 |
DisclosureSEC source: 0001638599-21-000258 · doc4_7109.xml · nonDerivative · entry 2 Spehar Danielle M · CIK 0001795831 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,959 F2 · shares: All of these shares are restricted common shares that were granted to the reporting person by the Issuer's Compensation Committee of the Board of Directors. 465, 465, 465, 464 and 464 of these shares shall become vested and nonforfeitable, subject to the reporting person's continued service as an employee of the Issuer, on February 23, 2022, February 23, 2023, February 23, 2024, February 23, 2025 and February 23, 2026, respectively. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 21:31 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 420 | $64.56 | $27,115.20 |
DisclosureSEC source: 0001638599-21-000258 · doc4_7109.xml · nonDerivative · entry 1 Spehar Danielle M · CIK 0001795831 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,636 F1 · shares: Represents common shares withheld by the Issuer as payment of tax withholdings due upon vesting of 879 common shares. Read SEC document |
| December 07, 2020 Filed Dec 9, 2020 21:05 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 61 | $64.80 | $3,952.80 |
DisclosureSEC source: 0001638599-20-000958 · doc4_6949.xml · nonDerivative · entry 1 Spehar Danielle M · CIK 0001795831 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,056 F1 · shares: Represents Common Shares withheld by the Issuer as payment of tax withholdings due upon vesting of 221 Common Shares. Read SEC document |
| February 23, 2020 Filed Feb 25, 2020 21:05 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 2,512 | $0.00 | $0.00 |
DisclosureSEC source: 0001638599-20-000214 · doc4_6538.xml · nonDerivative · entry 2 Spehar Danielle M · CIK 0001795831 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,117 F2 · shares: All of these shares are restricted common shares that were granted to the reporting person by the Issuer's Compensation Committee of the Board of Directors. 503, 503, 502, 502 and 502 of these shares shall become vested and nonforfeitable, subject to the reporting person's continued service as an employee of the Issuer, on February 23, 2021, February 23, 2022, February 23, 2023, February 23, 2024 and February 23, 2025, respectively. Read SEC document |
| February 23, 2020 Filed Feb 25, 2020 21:05 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 128 | $79.62 | $10,191.36 |
DisclosureSEC source: 0001638599-20-000214 · doc4_6538.xml · nonDerivative · entry 1 Spehar Danielle M · CIK 0001795831 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,605 F1 · shares: Represents Common Shares withheld by the Issuer as payment of tax withholdings due upon vesting of 377 Common Shares. Read SEC document |
| December 09, 2019 Filed Dec 10, 2019 21:10 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 61 | $72.67 | $4,432.87 |
DisclosureSEC source: 0001638599-19-001021 · doc4_6387.xml · nonDerivative · entry 1 Spehar Danielle M · CIK 0001795831 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,926 F1 · shares: Represents Common Shares withheld by the Issuer as payment of tax withholdings due upon vesting of 221 Common Shares. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.