Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ACADIA REALTY TRUSTAKR · Entity 4240 | Director · President and CEO | February 18, 2026 | February 20, 2026 |
| GOLUB CAPITAL DIRECT LENDING CORPNONE · Entity 67376 | Director | August 30, 2021 | August 30, 2021 |
| GOLUB CAPITAL INVESTMENT CorpNONE · Entity 154930 | Director | November 29, 2016 | November 29, 2016 |
| Golub Capital BDC 3, Inc.NONE · Entity 90239 | Director | November 28, 2017 | November 28, 2017 |
| Golub Capital BDC 4, Inc.NONE · Entity 67471 | Director | May 31, 2022 | May 31, 2022 |
| Golub Capital Direct Lending Unlevered CorpNONE · Entity 67375 | Director | May 31, 2022 | May 31, 2022 |
| Golub Capital Private Credit FundNONE · Entity 67374 | Director | June 30, 2023 | June 30, 2023 |
| Golub Capital Private Income Fund INONE · Entity 55300 | Director | December 30, 2025 | December 30, 2025 |
| Golub Capital Private Income Fund SNONE · Entity 67366 | Director | December 30, 2025 | December 30, 2025 |
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.
ACADIA REALTY TRUST
Report date February 18, 2026 · Filed February 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| LTIP UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 3,133,252 |
Reported balance
After 2026-02-18 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-02-18 · Grant · Acquired 223,146 · Balance 3,133,252 F1: Represents long-term incentive partnership units ("LTIP Units") in Acadia Realty Limited Partnership ("ARLP"). The LTIPs are exchangeable on a 1:1 basis for common partnership units of ARLP ("Common Units") which in turn, are exchangeable on a 1:1 basis for common shares of beneficial interest of Acadia Realty Trust. There is no expiration date for the conversion of LTIP Units or Common Units. F2: On February 18, 2026, Mr. Bernstein was awarded these restricted long-term incentive partnership units ("LTIP Units") in Acadia Realty Limited Partnership (the "Company"). 223,146 LTIP Units shall vest as follows: equal amounts shall vest on January 6, 2027 and on each of the first, second, third and fourth anniversaries thereof, provided that Mr. Bernstein continues to be employed on the vesting date in question and will be subject to a post-vesting two-year hold period. This figure excludes LTIP Units granted under the Company's outperformance plan, the vesting of which is subject to conditions, other than the passage of time and continued employment, which are not tied solely to the marked price of an equity security of the Company. The vesting conditions for the Company's outperformance plan relate to the Company's shareholder return relative to the total shareholder return of a basket of peer group companies and absolute performance of the Company's same-property income. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents long-term incentive partnership units ("LTIP Units") in Acadia Realty Limited Partnership ("ARLP"). The LTIPs are exchangeable on a 1:1 basis for common partnership units of ARLP ("Common Units") which in turn, are exchangeable on a 1:1 basis for common shares of beneficial interest of Acadia Realty Trust. There is no expiration date for the conversion of LTIP Units or Common Units.
F2: On February 18, 2026, Mr. Bernstein was awarded these restricted long-term incentive partnership units ("LTIP Units") in Acadia Realty Limited Partnership (the "Company"). 223,146 LTIP Units shall vest as follows: equal amounts shall vest on January 6, 2027 and on each of the first, second, third and fourth anniversaries thereof, provided that Mr. Bernstein continues to be employed on the vesting date in question and will be subject to a post-vesting two-year hold period. This figure excludes LTIP Units granted under the Company's outperformance plan, the vesting of which is subject to conditions, other than the passage of time and continued employment, which are not tied solely to the marked price of an equity security of the Company. The vesting conditions for the Company's outperformance plan relate to the Company's shareholder return relative to the total shareholder return of a basket of peer group companies and absolute performance of the Company's same-property income.
GOLUB CAPITAL DIRECT LENDING CORP
Report date August 30, 2021 · Filed August 30, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2021-08-30 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
GOLUB CAPITAL INVESTMENT Corp
Report date November 29, 2016 · Filed November 29, 2016
This filing explicitly reported no securities owned.
Golub Capital BDC 3, Inc.
Report date November 28, 2017 · Filed November 28, 2017
This filing explicitly reported no securities owned.
Golub Capital BDC 4, Inc.
Report date May 31, 2022 · Filed May 31, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2022-05-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Golub Capital Direct Lending Unlevered Corp
Report date May 31, 2022 · Filed May 31, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2022-05-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Golub Capital Private Credit Fund
Report date June 30, 2023 · Filed June 30, 2023
This filing explicitly reported no securities owned.
Golub Capital Private Income Fund I
Report date December 30, 2025 · Filed December 30, 2025
This filing explicitly reported no securities owned.
Golub Capital Private Income Fund S
Report date December 30, 2025 · Filed December 30, 2025
This filing explicitly reported no securities owned.
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 18, 2026 Filed Feb 20, 2026 21:15 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | GrantLTIP Units · Derivative | 223,146 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-061379 · ownership.xml · derivative · entry 1 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,133,252 Underlying: Common Shares of Beneficial Interests · 223,146 shares Expires not disclosed F1 · security: Represents long-term incentive partnership units ("LTIP Units") in Acadia Realty Limited Partnership ("ARLP"). The LTIPs are exchangeable on a 1:1 basis for common partnership units of ARLP ("Common Units") which in turn, are exchangeable on a 1:1 basis for common shares of beneficial interest of Acadia Realty Trust. There is no expiration date for the conversion of LTIP Units or Common Units. F2 · derivative.exercise_date: On February 18, 2026, Mr. Bernstein was awarded these restricted long-term incentive partnership units ("LTIP Units") in Acadia Realty Limited Partnership (the "Company"). 223,146 LTIP Units shall vest as follows: equal amounts shall vest on January 6, 2027 and on each of the first, second, third and fourth anniversaries thereof, provided that Mr. Bernstein continues to be employed on the vesting date in question and will be subject to a post-vesting two-year hold period. This figure excludes LTIP Units granted under the Company's outperformance plan, the vesting of which is subject to conditions, other than the passage of time and continued employment, which are not tied solely to the marked price of an equity security of the Company. The vesting conditions for the Company's outperformance plan relate to the Company's shareholder return relative to the total shareholder return of a basket of peer group companies and absolute performance of the Company's same-property income. F2 · derivative.expiration_date: On February 18, 2026, Mr. Bernstein was awarded these restricted long-term incentive partnership units ("LTIP Units") in Acadia Realty Limited Partnership (the "Company"). 223,146 LTIP Units shall vest as follows: equal amounts shall vest on January 6, 2027 and on each of the first, second, third and fourth anniversaries thereof, provided that Mr. Bernstein continues to be employed on the vesting date in question and will be subject to a post-vesting two-year hold period. This figure excludes LTIP Units granted under the Company's outperformance plan, the vesting of which is subject to conditions, other than the passage of time and continued employment, which are not tied solely to the marked price of an equity security of the Company. The vesting conditions for the Company's outperformance plan relate to the Company's shareholder return relative to the total shareholder return of a basket of peer group companies and absolute performance of the Company's same-property income. Read SEC document |
| January 23, 2026 Filed Jan 26, 2026 22:26 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | GrantLTIP Units · Derivative | 210,112 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-022834 · ownership.xml · derivative · entry 1 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,910,106 Underlying: Common Shares of Beneficial Interests · 210,112 shares Expires not disclosed F1 · security: Represents long-term incentive partnership units ("LTIP Units") in Acadia Realty Limited Partnership ("ARLP"). The LTIPs are exchangeable on a 1:1 basis for common partnership units of ARLP ("Common Units") which in turn, are exchangeable on a 1:1 basis for common shares of beneficial interest of Acadia Realty Trust. There is no expiration date for the conversion of LTIP Units or Common Units. F2 · derivative.exercise_date: These LTIP Units in ARLP represent the LTIPs that Mr. Bernstein has earned pursuant to the terms of his grant under the Company's 2023 outperformance plan, the amount of which depended on achieving certain performance criteria. The LTIPs are exchangeable on a 1:1 basis for Common Units, which in turn, are exchangeable on a 1:1 basis for common shares of beneficial interest of Acadia Realty Trust. There is no expiration date for the conversion of LTIP Units or Common Units. F2 · derivative.expiration_date: These LTIP Units in ARLP represent the LTIPs that Mr. Bernstein has earned pursuant to the terms of his grant under the Company's 2023 outperformance plan, the amount of which depended on achieving certain performance criteria. The LTIPs are exchangeable on a 1:1 basis for Common Units, which in turn, are exchangeable on a 1:1 basis for common shares of beneficial interest of Acadia Realty Trust. There is no expiration date for the conversion of LTIP Units or Common Units. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 21:17 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | GrantLTIP Units · Derivative | 189,316 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-023193 · ownership.xml · derivative · entry 1 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,699,994 Underlying: Common Shares of Beneficial Interest · 189,316 shares Expires not disclosed F1 · security: Represents long-term incentive partnership units ("LTIP Units") in Acadia Realty Limited Partnership ("ARLP"). The LTIPs are exchangeable on a 1:1 basis for common partnership units of ARLP ("Common Units") which in turn, are exchangeable on a 1:1 basis for common shares of beneficial interest of Acadia Realty Trust. There is no expiration date for the conversion of LTIP Units or Common Units. F2 · derivative.exercise_date: On February 14, 2025, Mr. Bernstein was awarded these restricted long-term incentive partnership units ("LTIP Units") in Acadia Realty Limited Partnership (the "Company"). 189,316 LTIP Units shall vest as follows: equal amounts shall vest on January 6, 2026 and on each of the first, second, third and fourth anniversaries thereof, provided that Mr. Bernstein continues to be employed on the vesting date in question and will be subject to a post-vesting two-year hold period. This figure excludes LTIP Units granted under the Company's outperformance plan, the vesting of which is subject to conditions, other than the passage of time and continued employment, which are not tied solely to the marked price of an equity security of the Company. The vesting conditions for the Company's outperformance plan relate to the Company's shareholder return relative to the total shareholder return of a basket of peer group companies and absolute performance of the Company's same-property income. F2 · derivative.expiration_date: On February 14, 2025, Mr. Bernstein was awarded these restricted long-term incentive partnership units ("LTIP Units") in Acadia Realty Limited Partnership (the "Company"). 189,316 LTIP Units shall vest as follows: equal amounts shall vest on January 6, 2026 and on each of the first, second, third and fourth anniversaries thereof, provided that Mr. Bernstein continues to be employed on the vesting date in question and will be subject to a post-vesting two-year hold period. This figure excludes LTIP Units granted under the Company's outperformance plan, the vesting of which is subject to conditions, other than the passage of time and continued employment, which are not tied solely to the marked price of an equity security of the Company. The vesting conditions for the Company's outperformance plan relate to the Company's shareholder return relative to the total shareholder return of a basket of peer group companies and absolute performance of the Company's same-property income. Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 22:34 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | GrantLimited Partnership Units · Derivative | 125,197 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-014705 · ownership.xml · derivative · entry 1 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,510,678 Underlying: Common Shares of Beneficial Interest · 125,197 shares Expires not disclosed F1 · shares: Represents limited partnership units ("LTIP Units") in Acadia Realty Limited Partnership ("ARLP") granted to the employee under the Company's 2022 outperformance plan. Of these LTIP Units, 60% are currently vested with the remaining 40% to vest ratably on January 6, 2026 and 2027, based on continued employment by the Company. F2 · derivative.exercise_date: These LTIP Units in ARLP represent the LTIPs that Mr. Bernstein has earned pursuant to the terms of his grant under the Company's 2022 outperformance plan, the amount of which depended on achieving certain performance criteria. The LTIPs are exchangeable on a 1:1 basis for common operating partnership units of ARLP ("OP Units") which in turn, are exchangeable on a 1:1 basis for common shares of beneficial interest of Acadia Realty Trust. There is no expiration date for the conversion of LTIP Units or OP Units. F2 · derivative.expiration_date: These LTIP Units in ARLP represent the LTIPs that Mr. Bernstein has earned pursuant to the terms of his grant under the Company's 2022 outperformance plan, the amount of which depended on achieving certain performance criteria. The LTIPs are exchangeable on a 1:1 basis for common operating partnership units of ARLP ("OP Units") which in turn, are exchangeable on a 1:1 basis for common shares of beneficial interest of Acadia Realty Trust. There is no expiration date for the conversion of LTIP Units or OP Units. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 21:33 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | GrantLimited Partnership Units · Derivative | 242,148 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003656 · doc4.xml · derivative · entry 1 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,385,481 Underlying: Common Shares of Beneficial Interest · 242,148 shares Expires not disclosed F1 · derivative.exercise_date: On February 16, 2024, Mr. Bernstein was awarded these restricted long-term incentive partnership units ("LTIP Units") in Acadia Realty Limited Partnership (the "Company"). 242,148 LTIP Units shall vest as follows: equal amounts shall vest on January 6, 2025 and on each of the first, second, third and fourth anniversaries thereof, provided that Mr. Bernstein continues to be employed on the vesting date in question. This figure excludes LTIP Units granted under the Company's outperformance plan, the vesting of which is subject to conditions, other than the passage of time and continued employment, which are not tied solely to the marked price of an equity security of the Company. The vesting conditions for the Company's outperformance plan relate to the Company's shareholder return relative to the total shareholder return of a basket of peer group companies and absolute performance of the Company's same-property income. F1 · derivative.expiration_date: On February 16, 2024, Mr. Bernstein was awarded these restricted long-term incentive partnership units ("LTIP Units") in Acadia Realty Limited Partnership (the "Company"). 242,148 LTIP Units shall vest as follows: equal amounts shall vest on January 6, 2025 and on each of the first, second, third and fourth anniversaries thereof, provided that Mr. Bernstein continues to be employed on the vesting date in question. This figure excludes LTIP Units granted under the Company's outperformance plan, the vesting of which is subject to conditions, other than the passage of time and continued employment, which are not tied solely to the marked price of an equity security of the Company. The vesting conditions for the Company's outperformance plan relate to the Company's shareholder return relative to the total shareholder return of a basket of peer group companies and absolute performance of the Company's same-property income. Read SEC document |
| January 18, 2024 Filed Jan 22, 2024 21:40 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | GrantLimited Partnership Units · Derivative | 59,760 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-002001 · doc4.xml · derivative · entry 1 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,143,333 Underlying: Common Shares of Beneficial Interest · 59,760 shares Expires not disclosed F1 · shares: Represents limited partnership units ("LTIP Units") in Acadia Realty Limited Partnership ("ARLP") granted to the employee under the Company's 2021 outperformance plan. Of these LTIP Units, 60% are currently vested with the remaining 40% to vest ratably on January 6, 2025 and 2026,based on continued employment by the Company. F2 · derivative.exercise_date: These LTIP Units in ARLP represent the LTIPs that Mr. Bernstein has earned pursuant to the terms of his grant under the Company's 2021 outperformance plan, the amount of which depended on achieving certain performance criteria. The LTIPs are exchangeable on a 1:1 basis for common operating partnership units of ARLP ("OP Units") which in turn, are exchangeable on a 1:1 basis for common shares of beneficial interest of Acadia Realty Trust. There is no expiration date for the conversion of LTIP Units or OP Units. F2 · derivative.expiration_date: These LTIP Units in ARLP represent the LTIPs that Mr. Bernstein has earned pursuant to the terms of his grant under the Company's 2021 outperformance plan, the amount of which depended on achieving certain performance criteria. The LTIPs are exchangeable on a 1:1 basis for common operating partnership units of ARLP ("OP Units") which in turn, are exchangeable on a 1:1 basis for common shares of beneficial interest of Acadia Realty Trust. There is no expiration date for the conversion of LTIP Units or OP Units. Read SEC document |
| March 17, 2023 Filed Mar 21, 2023 20:25 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | GrantCommon Shares of Beneficial Interest - $.001 Par Value | 3,000 | $13.15 | $39,450.00 |
DisclosureSEC source: 0001209191-23-020257 · doc4.xml · nonDerivative · entry 1 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 375,592 F1 · price: These shares were bought in 12 separate transactions at a weighted average purchase price of $13.15. The actual price at which these shares were bought range from $13.14 to $13.15 per share. Mr. Bernstein will provide, upon request by the Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full, detailed information regarding the number of shares bought at each separate price. Read SEC document |
| March 17, 2023 Filed Jun 7, 2023 23:49 UTC Amendment | ACADIA REALTY TRUST AKR · Entity 4240 | PurchaseCommon Shares of Beneficial Interest - $.001 Par Value | 3,000 | $13.15 | $39,450.00 |
DisclosureSEC source: 0001209191-23-035252 · doc4a.xml · nonDerivative · entry 7 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 375,592 F1 · kind: This Form 4 is being amended to correct the reporting of this open market purchase, which was inadvertently coded with an "A" code rather than a "P" code. The original Form 4 was filed timely. The reporting person did not engage in any sales within six months of the transaction. Read SEC document |
| March 16, 2023 Filed Mar 20, 2023 20:20 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | GrantCommon Shares of Beneficial Interest - $.001 Par Value | 3,000 | $13.52 | $40,560.00 |
DisclosureSEC source: 0001209191-23-020041 · doc4.xml · nonDerivative · entry 1 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 372,592 Read SEC document |
| March 16, 2023 Filed Jun 7, 2023 23:49 UTC Amendment | ACADIA REALTY TRUST AKR · Entity 4240 | PurchaseCommon Shares of Beneficial Interest - $.001 Par Value | 3,000 | $13.52 | $40,560.00 |
DisclosureSEC source: 0001209191-23-035252 · doc4a.xml · nonDerivative · entry 6 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 372,592 F1 · kind: This Form 4 is being amended to correct the reporting of this open market purchase, which was inadvertently coded with an "A" code rather than a "P" code. The original Form 4 was filed timely. The reporting person did not engage in any sales within six months of the transaction. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 20:35 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | GrantCommon Shares of Beneficial Interest - $.001 Par Value | 3,000 | $13.53 | $40,590.00 |
DisclosureSEC source: 0001209191-23-019666 · doc4.xml · nonDerivative · entry 1 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 369,592 Read SEC document |
| March 15, 2023 Filed Jun 7, 2023 23:49 UTC Amendment | ACADIA REALTY TRUST AKR · Entity 4240 | PurchaseCommon Shares of Beneficial Interest - $.001 Par Value | 3,000 | $13.53 | $40,590.00 |
DisclosureSEC source: 0001209191-23-035252 · doc4a.xml · nonDerivative · entry 5 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 369,592 F1 · kind: This Form 4 is being amended to correct the reporting of this open market purchase, which was inadvertently coded with an "A" code rather than a "P" code. The original Form 4 was filed timely. The reporting person did not engage in any sales within six months of the transaction. Read SEC document |
| March 14, 2023 Filed Mar 16, 2023 20:20 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | GrantCommon Shares of Beneficial Interest | 3,000 | $13.66 | $40,980.00 |
DisclosureSEC source: 0001209191-23-019287 · doc4.xml · nonDerivative · entry 1 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 366,592 Read SEC document |
| March 14, 2023 Filed Jun 7, 2023 23:49 UTC Amendment | ACADIA REALTY TRUST AKR · Entity 4240 | PurchaseCommon Shares of Beneficial Interest - $.001 Par Value | 3,000 | $13.66 | $40,980.00 |
DisclosureSEC source: 0001209191-23-035252 · doc4a.xml · nonDerivative · entry 4 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 366,592 F1 · kind: This Form 4 is being amended to correct the reporting of this open market purchase, which was inadvertently coded with an "A" code rather than a "P" code. The original Form 4 was filed timely. The reporting person did not engage in any sales within six months of the transaction. Read SEC document |
| March 13, 2023 Filed Mar 15, 2023 20:25 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | GrantCommon Shares of Beneficial Interest - $.001 Par Value | 3,000 | $13.06 | $39,180.00 |
DisclosureSEC source: 0001209191-23-018916 · doc4.xml · nonDerivative · entry 1 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 363,592 F1 · price: These shares were bought in 11 separate transactions at a weighted average purchase price of $13.06. The actual price at which these shares were bought range from $13.06 to $13.07 per share. Mr. Bernstein will provide, upon request by the Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full, detailed information regarding the number of shares bought at each separate price. Read SEC document |
| March 13, 2023 Filed Jun 7, 2023 23:49 UTC Amendment | ACADIA REALTY TRUST AKR · Entity 4240 | PurchaseCommon Shares of Beneficial Interest - $.001 Par Value | 3,000 | $13.06 | $39,180.00 |
DisclosureSEC source: 0001209191-23-035252 · doc4a.xml · nonDerivative · entry 3 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 363,592 F1 · kind: This Form 4 is being amended to correct the reporting of this open market purchase, which was inadvertently coded with an "A" code rather than a "P" code. The original Form 4 was filed timely. The reporting person did not engage in any sales within six months of the transaction. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 21:12 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | GrantCommon Shares of Beneficial Interest - $.001 Par Value | 3,000 | $13.52 | $40,560.00 |
DisclosureSEC source: 0001209191-23-018539 · doc4.xml · nonDerivative · entry 1 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 360,592 F1 · price: These shares were bought in 17 separate transactions at a weighted average purchase price of $13.52. The actual price at which these shares were bought range from $13.51 to $13.52 per share. Mr. Bernstein will provide, upon request by the Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full, detailed information regarding the number of shares bought at each separate price. Read SEC document |
| March 10, 2023 Filed Jun 7, 2023 23:49 UTC Amendment | ACADIA REALTY TRUST AKR · Entity 4240 | PurchaseCommon Shares of Beneficial Interest - $.001 Par Value | 3,000 | $13.52 | $40,560.00 |
DisclosureSEC source: 0001209191-23-035252 · doc4a.xml · nonDerivative · entry 2 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 360,592 F1 · kind: This Form 4 is being amended to correct the reporting of this open market purchase, which was inadvertently coded with an "A" code rather than a "P" code. The original Form 4 was filed timely. The reporting person did not engage in any sales within six months of the transaction. Read SEC document |
| March 09, 2023 Filed Mar 13, 2023 20:24 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | GrantCommon Shares of Beneficial Interest | 3,000 | $14.06 | $42,180.00 |
DisclosureSEC source: 0001209191-23-018180 · doc4.xml · nonDerivative · entry 1 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 357,592 F1 · price: These shares were bought in 13 separate transactions at a weighted average purchase price of $14.06. The actual price at which these shares were bought range from $14.04 to $14.07 per share. Mr. Bernstein will provide, upon request by the Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full, detailed information regarding the number of shares bought at each separate price. Read SEC document |
| March 09, 2023 Filed Jun 7, 2023 23:49 UTC Amendment | ACADIA REALTY TRUST AKR · Entity 4240 | PurchaseCommon Shares of Beneficial Interest - $.001 Par Value | 3,000 | $14.06 | $42,180.00 |
DisclosureSEC source: 0001209191-23-035252 · doc4a.xml · nonDerivative · entry 1 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 357,592 F1 · kind: This Form 4 is being amended to correct the reporting of this open market purchase, which was inadvertently coded with an "A" code rather than a "P" code. The original Form 4 was filed timely. The reporting person did not engage in any sales within six months of the transaction. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 21:18 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | GrantLimited Partnership Units · Derivative | 257,921 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011633 · doc4.xml · derivative · entry 1 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,083,573 Underlying: Common Shares of Beneficial Interests · 257,921 shares Expires not disclosed F1 · derivative.exercise_date: On February 17, 2023, Mr. Bernstein was awarded these restricted limited partnership units ("LTIP Units") in Acadia Realty Limited Partnership (the "Company"). 257,921 LTIP Units shall vest as follows: equal amounts shall vest on January 6, 2024 and on each of the first, second, third and fourth anniversaries thereof, provided that Mr. Bernstein continues to be employed on the vesting date in question. This figure excludes LTIP Units granted under the Company's outperformance plan, the vesting of which is subject to conditions, other than the passage of time and continued employment, which are not tied solely to the marked price of an equity security of the Company. The vesting conditions for the Company's outperformance plan relate to the Company's shareholder return relative to the total shareholder return of a basket of peer group companies and absolute performance of the Company's same-property income. F1 · derivative.expiration_date: On February 17, 2023, Mr. Bernstein was awarded these restricted limited partnership units ("LTIP Units") in Acadia Realty Limited Partnership (the "Company"). 257,921 LTIP Units shall vest as follows: equal amounts shall vest on January 6, 2024 and on each of the first, second, third and fourth anniversaries thereof, provided that Mr. Bernstein continues to be employed on the vesting date in question. This figure excludes LTIP Units granted under the Company's outperformance plan, the vesting of which is subject to conditions, other than the passage of time and continued employment, which are not tied solely to the marked price of an equity security of the Company. The vesting conditions for the Company's outperformance plan relate to the Company's shareholder return relative to the total shareholder return of a basket of peer group companies and absolute performance of the Company's same-property income. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 21:23 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | GrantLimited Partnership Units · Derivative | 179,574 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012193 · doc4.xml · derivative · entry 1 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,825,652 Underlying: Common Shares of Beneficial Interest · 179,574 shares Expires not disclosed F1 · derivative.exercise_date: On February 18, 2022, Mr. Bernstein was awarded these restricted limited partnership units ("LTIP Units") in Acadia Realty Limited Partnership (the "Company"). 179,574 LTIP Units shall vest as follows: equal amounts shall vest on January 6, 2023 and on each of the first, second, third and fourth anniversaries thereof, provided that Mr. Bernstein continues to be employed on the vesting date in question. This figure excludes LTIP Units granted under the Company's outperformance plan, the vesting of which is subject to conditions, other than the passage of time and continued employment, which are not tied solely to the marked price of an equity security of the Company. The vesting conditions for the Company's outperformance plan relate to the Company's shareholder return relative to the total shareholder return of a basket of peer group companies. F1 · derivative.expiration_date: On February 18, 2022, Mr. Bernstein was awarded these restricted limited partnership units ("LTIP Units") in Acadia Realty Limited Partnership (the "Company"). 179,574 LTIP Units shall vest as follows: equal amounts shall vest on January 6, 2023 and on each of the first, second, third and fourth anniversaries thereof, provided that Mr. Bernstein continues to be employed on the vesting date in question. This figure excludes LTIP Units granted under the Company's outperformance plan, the vesting of which is subject to conditions, other than the passage of time and continued employment, which are not tied solely to the marked price of an equity security of the Company. The vesting conditions for the Company's outperformance plan relate to the Company's shareholder return relative to the total shareholder return of a basket of peer group companies. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 21:20 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | GrantLimited Partnership Units · Derivative | 178,559 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-012693 · doc4.xml · derivative · entry 1 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,646,078 Underlying: Common Shares of Beneficial Interest · 178,559 shares Expires not disclosed F1 · shares: On February 18, 2021, Mr. Bernstein was awarded these restricted limited partnership units ("LTIP Units") in Acadia Realty Limited Partnership (the "Company"). 178,559 LTIP Units shall vest as follows: equal amounts shall vest on January 6, 2022 and on each of the first, second, third and fourth anniversaries thereof, provided that Mr. Bernstein continues to be employed on the vesting date in question. This figure excludes LTIP Units granted under the Company's outperformance plan, the vesting of which is subject to conditions, other than the passage of time and continued employment, which are not tied solely to the marked price of an equity security of the Company. The vesting conditions for the Company's outperformance plan relate to the Company's shareholder return relative to the total shareholder return of a basket of peer group companies. F1 · derivative.exercise_date: On February 18, 2021, Mr. Bernstein was awarded these restricted limited partnership units ("LTIP Units") in Acadia Realty Limited Partnership (the "Company"). 178,559 LTIP Units shall vest as follows: equal amounts shall vest on January 6, 2022 and on each of the first, second, third and fourth anniversaries thereof, provided that Mr. Bernstein continues to be employed on the vesting date in question. This figure excludes LTIP Units granted under the Company's outperformance plan, the vesting of which is subject to conditions, other than the passage of time and continued employment, which are not tied solely to the marked price of an equity security of the Company. The vesting conditions for the Company's outperformance plan relate to the Company's shareholder return relative to the total shareholder return of a basket of peer group companies. F1 · derivative.expiration_date: On February 18, 2021, Mr. Bernstein was awarded these restricted limited partnership units ("LTIP Units") in Acadia Realty Limited Partnership (the "Company"). 178,559 LTIP Units shall vest as follows: equal amounts shall vest on January 6, 2022 and on each of the first, second, third and fourth anniversaries thereof, provided that Mr. Bernstein continues to be employed on the vesting date in question. This figure excludes LTIP Units granted under the Company's outperformance plan, the vesting of which is subject to conditions, other than the passage of time and continued employment, which are not tied solely to the marked price of an equity security of the Company. The vesting conditions for the Company's outperformance plan relate to the Company's shareholder return relative to the total shareholder return of a basket of peer group companies. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 21:09 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | GrantLimited Partnership Units · Derivative | 9,682 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-007202 · doc4.xml · derivative · entry 1 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,467,519 Underlying: Common Shares of Beneficial Interest · 9,682 shares Expires not disclosed F1 · shares: Represents limited partnership units ("LTIP Units") in Acadia Realty Limited Partnership ("ARLP") granted to the employee under the Company's 2018 outperformance plan. Of these LTIP Units, 60% are currently vested with the remaining 40% to vest ratably on January 6, 2022 and 2023,based on continued employment with the Company. F2 · derivative.exercise_date: These LTIP Units in ARLP represent the LTIPs that Mr. Bernstein has earned pursuant to the terms of his grant under the Company's 2018 outperformance plan, the amount of which depended on achieving certain performance criteria. The LTIPs are exchangeable on a 1:1 basis for common operating partnership units of ARLP ("OP Units") which in turn, are exchangeable on a 1:1 basis for common shares of beneficial interest of Acadia Realty Trust. There is no expiration date for the conversion of LTIP Units or OP Units. F2 · derivative.expiration_date: These LTIP Units in ARLP represent the LTIPs that Mr. Bernstein has earned pursuant to the terms of his grant under the Company's 2018 outperformance plan, the amount of which depended on achieving certain performance criteria. The LTIPs are exchangeable on a 1:1 basis for common operating partnership units of ARLP ("OP Units") which in turn, are exchangeable on a 1:1 basis for common shares of beneficial interest of Acadia Realty Trust. There is no expiration date for the conversion of LTIP Units or OP Units. Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 20:07 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | GrantCommon Shares of Beneficial Interest - $.001 Par Value | 6,277 | $16.81 | $105,516.37 |
DisclosureSEC source: 0001209191-20-019547 · doc4.xml · nonDerivative · entry 1 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 354,593 Read SEC document |
| March 16, 2020 Filed Jun 7, 2023 23:48 UTC Amendment | ACADIA REALTY TRUST AKR · Entity 4240 | PurchaseCommon Shares of Beneficial Interest - $.001 Par Value | 6,277 | $16.81 | $105,516.37 |
DisclosureSEC source: 0001209191-23-035251 · doc4a.xml · nonDerivative · entry 9 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 354,593 F1 · kind: This Form 4 is being amended to correct the reporting of this open market purchase, which was inadvertently coded with an "A" code rather than a "P" code. The original Form 4 was filed timely. The reporting person did not engage in any sales within six months of the transaction. Read SEC document |
| March 13, 2020 Filed Mar 16, 2020 20:07 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | GrantCommon Shares of Beneficial Interest - $.001 Par Value | 1,058 | $18.90 | $19,996.20 |
DisclosureSEC source: 0001209191-20-019233 · doc4.xml · nonDerivative · entry 1 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,316 Read SEC document |
| March 13, 2020 Filed Jun 7, 2023 23:48 UTC Amendment | ACADIA REALTY TRUST AKR · Entity 4240 | PurchaseCommon Shares of Beneficial Interest - $.001 Par Value | 1,058 | $18.90 | $19,996.20 |
DisclosureSEC source: 0001209191-23-035251 · doc4a.xml · nonDerivative · entry 8 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 348,316 F1 · kind: This Form 4 is being amended to correct the reporting of this open market purchase, which was inadvertently coded with an "A" code rather than a "P" code. The original Form 4 was filed timely. The reporting person did not engage in any sales within six months of the transaction. Read SEC document |
| March 11, 2020 Filed Mar 12, 2020 20:01 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | GrantCommon Shares of Beneficial Interest - $.001 Par Value | 934 | $21.38 | $19,968.92 |
DisclosureSEC source: 0001209191-20-018457 · doc4.xml · nonDerivative · entry 1 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 347,258 Read SEC document |
| March 11, 2020 Filed Jun 7, 2023 23:48 UTC Amendment | ACADIA REALTY TRUST AKR · Entity 4240 | PurchaseCommon Shares of Beneficial Interest - $.001 Par Value | 934 | $21.38 | $19,968.92 |
DisclosureSEC source: 0001209191-23-035251 · doc4a.xml · nonDerivative · entry 7 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 347,258 F1 · kind: This Form 4 is being amended to correct the reporting of this open market purchase, which was inadvertently coded with an "A" code rather than a "P" code. The original Form 4 was filed timely. The reporting person did not engage in any sales within six months of the transaction. Read SEC document |
| March 03, 2020 Filed Mar 4, 2020 21:47 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | GrantCommon Shares of Beneficial Interest - $.001 Par Value | 437 | $22.85 | $9,985.45 |
DisclosureSEC source: 0001209191-20-016156 · doc4.xml · nonDerivative · entry 1 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 346,324 Read SEC document |
| March 03, 2020 Filed Jun 7, 2023 23:48 UTC Amendment | ACADIA REALTY TRUST AKR · Entity 4240 | PurchaseCommon Shares of Beneficial Interest - $.001 Par Value | 437 | $22.85 | $9,985.45 |
DisclosureSEC source: 0001209191-23-035251 · doc4a.xml · nonDerivative · entry 6 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 346,324 F1 · kind: This Form 4 is being amended to correct the reporting of this open market purchase, which was inadvertently coded with an "A" code rather than a "P" code. The original Form 4 was filed timely. The reporting person did not engage in any sales within six months of the transaction. Read SEC document |
| February 28, 2020 Filed Mar 2, 2020 21:16 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | GrantCommon Shares of Beneficial Interest - $.001 Par Value | 881 | $22.68 | $19,981.08 |
DisclosureSEC source: 0001209191-20-014437 · doc4.xml · nonDerivative · entry 1 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 345,887 Read SEC document |
| February 28, 2020 Filed Jun 7, 2023 23:48 UTC Amendment | ACADIA REALTY TRUST AKR · Entity 4240 | PurchaseCommon Shares of Beneficial Interest - $.001 Par Value | 881 | $22.68 | $19,981.08 |
DisclosureSEC source: 0001209191-23-035251 · doc4a.xml · nonDerivative · entry 5 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 345,887 F1 · kind: This Form 4 is being amended to correct the reporting of this open market purchase, which was inadvertently coded with an "A" code rather than a "P" code. The original Form 4 was filed timely. The reporting person did not engage in any sales within six months of the transaction. Read SEC document |
| February 27, 2020 Filed Feb 27, 2020 21:37 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | GrantCommon Shares of Beneficial Interest - $.001 Par Value | 832 | $24.04 | $20,001.28 |
DisclosureSEC source: 0001209191-20-013433 · doc4.xml · nonDerivative · entry 1 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 345,006 Read SEC document |
| February 27, 2020 Filed Jun 7, 2023 23:48 UTC Amendment | ACADIA REALTY TRUST AKR · Entity 4240 | PurchaseCommon Shares of Beneficial Interest - $.001 Par Value | 832 | $24.04 | $20,001.28 |
DisclosureSEC source: 0001209191-23-035251 · doc4a.xml · nonDerivative · entry 4 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 345,006 F1 · kind: This Form 4 is being amended to correct the reporting of this open market purchase, which was inadvertently coded with an "A" code rather than a "P" code. The original Form 4 was filed timely. The reporting person did not engage in any sales within six months of the transaction. Read SEC document |
| February 26, 2020 Filed Feb 26, 2020 22:12 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | GrantCommon Shares of Beneficial Interest - $.001 Par Value | 817 | $24.48 | $20,000.16 |
DisclosureSEC source: 0001209191-20-013112 · doc4.xml · nonDerivative · entry 1 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 344,174 Read SEC document |
| February 26, 2020 Filed Jun 7, 2023 23:48 UTC Amendment | ACADIA REALTY TRUST AKR · Entity 4240 | PurchaseCommon Shares of Beneficial Interest - $.001 Par Value | 817 | $24.48 | $20,000.16 |
DisclosureSEC source: 0001209191-23-035251 · doc4a.xml · nonDerivative · entry 3 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 344,174 F1 · kind: This Form 4 is being amended to correct the reporting of this open market purchase, which was inadvertently coded with an "A" code rather than a "P" code. The original Form 4 was filed timely. The reporting person did not engage in any sales within six months of the transaction. Read SEC document |
| February 25, 2020 Filed Feb 25, 2020 21:16 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | GrantCommon Shares of Beneficial Interest - $.001 Par Value | 800 | $24.94 | $19,952.00 |
DisclosureSEC source: 0001209191-20-012444 · doc4.xml · nonDerivative · entry 1 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,357 Read SEC document |
| February 25, 2020 Filed Jun 7, 2023 23:48 UTC Amendment | ACADIA REALTY TRUST AKR · Entity 4240 | PurchaseCommon Shares of Beneficial Interest - $.001 Par Value | 800 | $24.94 | $19,952.00 |
DisclosureSEC source: 0001209191-23-035251 · doc4a.xml · nonDerivative · entry 2 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 343,357 F1 · kind: This Form 4 is being amended to correct the reporting of this open market purchase, which was inadvertently coded with an "A" code rather than a "P" code. The original Form 4 was filed timely. The reporting person did not engage in any sales within six months of the transaction. Read SEC document |
| February 24, 2020 Filed Feb 24, 2020 21:11 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | GrantCommon Shares of Beneficial Interest - $.001 Par Value | 793 | $25.17 | $19,959.81 |
DisclosureSEC source: 0001209191-20-011943 · doc4.xml · nonDerivative · entry 1 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 342,557 Read SEC document |
| February 24, 2020 Filed Jun 7, 2023 23:48 UTC Amendment | ACADIA REALTY TRUST AKR · Entity 4240 | PurchaseCommon Shares of Beneficial Interest - $.001 Par Value | 793 | $25.17 | $19,959.81 |
DisclosureSEC source: 0001209191-23-035251 · doc4a.xml · nonDerivative · entry 1 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 342,557 F1 · kind: This Form 4 is being amended to correct the reporting of this open market purchase, which was inadvertently coded with an "A" code rather than a "P" code. The original Form 4 was filed timely. The reporting person did not engage in any sales within six months of the transaction. Read SEC document |
| February 13, 2020 Filed Feb 14, 2020 21:46 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | GrantLimited Partnership Units · Derivative | 128,184 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009715 · doc4.xml · derivative · entry 1 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,457,837 Underlying: Common Shares of Beneficial Interest · 128,184 shares Expires not disclosed F1 · shares: On February 13, 2020, Mr. Bernstein was awarded these restricted limited partnership units ("LTIP Units") in Acadia Realty Limited Partnership (the "Company"). 128,184 LTIP Units shall vest as follows: equal amounts shall vest on January 6, 2021 and on each of the first, second, third and fourth anniversaries thereof, provided that Mr. Bernstein continues to be employed on the vesting date in question. This figure excludes LTIP Units granted under the Company's outperformance plan, the vesting of which is subject to conditions, other than the passage of time and continued employment, which are not tied solely to the market price of an equity security of the Company. The vesting conditions for the Company's outperformance plan relate to the Company's shareholder return relative to the total shareholder return of a basket of peer group companies. F1 · derivative.exercise_date: On February 13, 2020, Mr. Bernstein was awarded these restricted limited partnership units ("LTIP Units") in Acadia Realty Limited Partnership (the "Company"). 128,184 LTIP Units shall vest as follows: equal amounts shall vest on January 6, 2021 and on each of the first, second, third and fourth anniversaries thereof, provided that Mr. Bernstein continues to be employed on the vesting date in question. This figure excludes LTIP Units granted under the Company's outperformance plan, the vesting of which is subject to conditions, other than the passage of time and continued employment, which are not tied solely to the market price of an equity security of the Company. The vesting conditions for the Company's outperformance plan relate to the Company's shareholder return relative to the total shareholder return of a basket of peer group companies. F1 · derivative.expiration_date: On February 13, 2020, Mr. Bernstein was awarded these restricted limited partnership units ("LTIP Units") in Acadia Realty Limited Partnership (the "Company"). 128,184 LTIP Units shall vest as follows: equal amounts shall vest on January 6, 2021 and on each of the first, second, third and fourth anniversaries thereof, provided that Mr. Bernstein continues to be employed on the vesting date in question. This figure excludes LTIP Units granted under the Company's outperformance plan, the vesting of which is subject to conditions, other than the passage of time and continued employment, which are not tied solely to the market price of an equity security of the Company. The vesting conditions for the Company's outperformance plan relate to the Company's shareholder return relative to the total shareholder return of a basket of peer group companies. Read SEC document |
| February 14, 2019 Filed Feb 15, 2019 21:24 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | GrantLimited Partnership Units · Derivative | 97,924 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010596 · doc4.xml · derivative · entry 1 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,329,653 Underlying: Common Shares of Beneficial Interest · 97,924 shares Expires not disclosed F1 · shares: On February 14, 2019, Mr. Bernstein was awarded these restricted limited partnership units ("LTIP Units") in Acadia Realty Limited Partnership (the "Company"). 97,924 LTIP Units shall vest as follows: equal amounts shall vest on January 6, 2020 and on each of the first, second, third and fourth anniversaries thereof, provided that Mr. Bernstein continues to be employed on the vesting date in question. This figure excludes LTIP Units granted under the Company's outperformance plan, the vesting of which is subject to conditions, other than the passage of time and continued employment, which are not tied solely to the marked price of an equity security of the Company. The vesting conditions for the Company's outperformance plan relate to the Company's shareholder return relative to the total shareholder return of a basket of peer group companies. F1 · derivative.exercise_date: On February 14, 2019, Mr. Bernstein was awarded these restricted limited partnership units ("LTIP Units") in Acadia Realty Limited Partnership (the "Company"). 97,924 LTIP Units shall vest as follows: equal amounts shall vest on January 6, 2020 and on each of the first, second, third and fourth anniversaries thereof, provided that Mr. Bernstein continues to be employed on the vesting date in question. This figure excludes LTIP Units granted under the Company's outperformance plan, the vesting of which is subject to conditions, other than the passage of time and continued employment, which are not tied solely to the marked price of an equity security of the Company. The vesting conditions for the Company's outperformance plan relate to the Company's shareholder return relative to the total shareholder return of a basket of peer group companies. F1 · derivative.expiration_date: On February 14, 2019, Mr. Bernstein was awarded these restricted limited partnership units ("LTIP Units") in Acadia Realty Limited Partnership (the "Company"). 97,924 LTIP Units shall vest as follows: equal amounts shall vest on January 6, 2020 and on each of the first, second, third and fourth anniversaries thereof, provided that Mr. Bernstein continues to be employed on the vesting date in question. This figure excludes LTIP Units granted under the Company's outperformance plan, the vesting of which is subject to conditions, other than the passage of time and continued employment, which are not tied solely to the marked price of an equity security of the Company. The vesting conditions for the Company's outperformance plan relate to the Company's shareholder return relative to the total shareholder return of a basket of peer group companies. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 22:13 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | GrantLimited Partnership Units | 109,729 | $0.00 | $0.00 |
DisclosureSEC source: 0000899629-18-000014 · wf-form4_151985589974213.xml · nonDerivative · entry 1 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,231,729 F1 · shares: On February 26, 2018, Mr. Bernstein was awarded these restricted limited partnership units ("LTIP Units") in Acadia Realty Limited Partnership (the "Company"). 109,729 LTIP Units shall vest as follows:equal amounts shall vest on January 6, 2019 and on each of the first, second, third and fourth anniversaries thereof, provided that Mr. Bernstein continues to be employed on the vesting date in question. This figure excludes LTIP Units granted under the Company's outperformance plan, the vesting of which is subject to conditions, other than the passage of time and continued employment, which are not tied solely to the marked price of an equity security of the Company. The vesting conditions for the Company's outperformance plan relate to the Company's shareholder return relative to the total shareholder return of a basket of peer group companies. F2 · balance_after: This number represents the total number of LTIP Units now held by Mr. Bernstein. Read SEC document |
| May 08, 2017 Filed May 8, 2017 20:41 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | PurchaseCommon Shares of Beneficial Interest - $.001 Par Value | 700 | $28.22 | $19,751.90 |
DisclosureSEC source: 0000899629-17-000053 · wf-form4_149427606565748.xml · nonDerivative · entry 1 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 341,763 F1 · price: These shares were purchased in 2 separate transactions at a weighted average purchase price of $28.217. The actual price at which these shares were purchased range from $28.21 to $28.218 per share. Mr. Bernstein will provide, upon request by the Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full, detailed information regarding the number of shares purchased at each separate price. F2 · balance_after: This number represents the total number of Common Shares (all vested) held by Mr. Bernstein at this time. Read SEC document |
| May 04, 2017 Filed May 4, 2017 22:07 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | PurchaseCommon Shares of Beneficial Interest - $.001 Par Value | 702 | $28.50 | $20,009.25 |
DisclosureSEC source: 0000899629-17-000051 · wf-form4_149393562753749.xml · nonDerivative · entry 1 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 341,063 F1 · price: These shares were purchased in 2 separate transactions at a weighted average purchase price of $28.5032. The actual price at which these shares were purchased range from $28.41 to $28.60 per share. Mr. Bernstein will provide, upon request by the Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full, detailed information regarding the number of shares purchased at each separate price. F2 · balance_after: This number represents the total number of Common Shares (all vested) held by Mr. Bernstein at this time. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 23:21 UTC | ACADIA REALTY TRUST AKR · Entity 4240 | GrantLimited Partnership Units | 120,325 | $0.00 | $0.00 |
DisclosureSEC source: 0000899629-17-000021 · wf-form4_148849686564239.xml · nonDerivative · entry 1 BERNSTEIN KENNETH F · CIK 0001219735 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,122,000 F1 · shares: On February 28, 2017, Mr. Bernstein was awarded these restricted limited partnership units ("LTIP Units") in Acadia Realty Limited Partnership (the "Company"). 78,473 LTIP Units shall vest as follows: equal amounts shall vest on January 6, 2018 and on each of the first, second, third and fourth anniversaries thereof, provided that Mr. Bernstein continues to be employed on the vesting date in question. 50% of the remaining 41,852 LTIP Units will vest subject to the same schedule and Mr. Bernstein's continued employment and the other 50% as follows: 60% shall vest on January 6, 2020, subject to Mr. Bernstein's continued employment and the Company achieving certain cumulative benchmarks established by the Company's Board of Trustees. Provided that the initial 60% vests as described above and further provided that Mr. Bernstein is continuously employed by the Company, 20% shall vest on January 6, 2021 and 20% shall vest on January 6, 2022. F2 · balance_after: This number represents the total number of LTIP Units (704,595 vested and 417,405 unvested) now held by Mr. Bernstein. 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.