Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AH Realty Trust, Inc.AHH · Entity 5324 | Director | April 03, 2025 | April 07, 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.
AH Realty Trust, Inc.
Report date April 03, 2025 · Filed April 07, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 50,274.774 |
Reported balance
After 2025-04-03 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2025-04-03 · Purchase · Acquired 954.154 · Balance 50,274.774 F1: Shares purchased pursuant to a broker-sponsored dividend reinvestment program. F2: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | Direct | 119,430 |
Reported balance
Holding disclosure · report date 2025-04-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 119,430 |
| Common UnitsSEC Table II · derivative / convertible security | Direct | 1,235,394 |
Reported balance
Holding disclosure · report date 2025-04-03 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 1,235,394 F3: Represents common units of limited partnership interest ("Common Units") in Armada Hoffler, L.P. (the "Operating Partnership"), the operating partnership of Armada Hoffler Properties, Inc. (the "Company"), and of which the Company is the general partner. All Common Units reflected in this report were issued more than one year prior to the date hereof and, therefore, may be tendered for redemption by the holder. F4: 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. |
| Common UnitsSEC Table II · derivative / convertible security | IndirectBy Spouse | 39,347 |
Reported balance
Holding disclosure · report date 2025-04-03 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 39,347 F3: Represents common units of limited partnership interest ("Common Units") in Armada Hoffler, L.P. (the "Operating Partnership"), the operating partnership of Armada Hoffler Properties, Inc. (the "Company"), and of which the Company is the general partner. All Common Units reflected in this report were issued more than one year prior to the date hereof and, therefore, may be tendered for redemption by the holder. F4: 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. F2: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. |
| Common UnitsSEC Table II · derivative / convertible security | IndirectBy Limited Partnership | 91 |
Reported balance
Holding disclosure · report date 2025-04-03 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 91 F3: Represents common units of limited partnership interest ("Common Units") in Armada Hoffler, L.P. (the "Operating Partnership"), the operating partnership of Armada Hoffler Properties, Inc. (the "Company"), and of which the Company is the general partner. All Common Units reflected in this report were issued more than one year prior to the date hereof and, therefore, may be tendered for redemption by the holder. F4: 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 Mr. Kirk's pecuniary interest in Common Units held by a limited partnership. |
| Time-Based LTIP UnitsSEC Table II · derivative / convertible security | Direct | 9,626 |
Reported balance
Holding disclosure · report date 2025-04-03 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 9,626 F4: 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 Time-Based LTIP Units in the Operating Partnership ("Time-Based LTIP Units"). Under the limited partnership agreement 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 in the Operating Partnership 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares purchased pursuant to a broker-sponsored dividend reinvestment program.
F2: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose.
F3: Represents common units of limited partnership interest ("Common Units") in Armada Hoffler, L.P. (the "Operating Partnership"), the operating partnership of Armada Hoffler Properties, Inc. (the "Company"), and of which the Company is the general partner. All Common Units reflected in this report were issued more than one year prior to the date hereof and, therefore, may be tendered for redemption by the holder.
F4: 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 Mr. Kirk's pecuniary interest in Common Units held by a limited partnership.
F6: Represents Time-Based LTIP Units in the Operating Partnership ("Time-Based LTIP Units"). Under the limited partnership agreement 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 in the Operating Partnership 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.
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 |
|---|---|---|---|---|---|---|
| January 03, 2019 Filed Mar 23, 2021 16:45 UTC Amendment | AH Realty Trust, Inc. AHH · Entity 5324 | PurchaseCommon Stock | 834 | $13.85 | $11,550.90 |
DisclosureSEC source: 0001569187-21-000029 · wf-form5a_161653232503300.xml · nonDerivative · entry 6 KIRK A RUSSELL · CIK 0001196084 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,594 F1 · shares: The original Form 5 filed on February 16, 2021 inadvertently failed to report the additional entries that are filed on this Form 5/A. F2 · shares: Shares purchased pursuant to a broker-sponsored dividend reinvestment program. Read SEC document |
| December 17, 2018 Filed Mar 23, 2021 16:45 UTC Amendment | AH Realty Trust, Inc. AHH · Entity 5324 | GiftCommon Stock | 1,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001569187-21-000029 · wf-form5a_161653232503300.xml · nonDerivative · entry 5 KIRK A RUSSELL · CIK 0001196084 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,760 F1 · shares: The original Form 5 filed on February 16, 2021 inadvertently failed to report the additional entries that are filed on this Form 5/A. Read SEC document |
| December 14, 2018 Filed Feb 14, 2019 19:17 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GiftCommon Units · Derivative | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000925421-19-000051 · edgar.xml · derivative · entry 2 KIRK A RUSSELL · CIK 0001196084 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 36,347 Underlying: Common Stock · 3,000 shares Expires not disclosed F1 · derivative.exercise_price: Represents Class A common units of limited partnership interest ("Common Units") in Armada Hoffler, L.P., the operating partnership of Armada Hoffler Properties, Inc. (the "Company") and of which the Company is the general partner. Commencing one year from the date of issuance, 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. All Common Units in this report were issued more than one year prior to the date hereof and, therefore, may be tendered for redemption by the holder. Common Units have no expiration date. F1 · derivative.exercise_date: Represents Class A common units of limited partnership interest ("Common Units") in Armada Hoffler, L.P., the operating partnership of Armada Hoffler Properties, Inc. (the "Company") and of which the Company is the general partner. Commencing one year from the date of issuance, 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. All Common Units in this report were issued more than one year prior to the date hereof and, therefore, may be tendered for redemption by the holder. Common Units have no expiration date. F1 · derivative.expiration_date: Represents Class A common units of limited partnership interest ("Common Units") in Armada Hoffler, L.P., the operating partnership of Armada Hoffler Properties, Inc. (the "Company") and of which the Company is the general partner. Commencing one year from the date of issuance, 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. All Common Units in this report were issued more than one year prior to the date hereof and, therefore, may be tendered for redemption by the holder. Common Units have no expiration date. F3 · ownership.nature: Mr. Kirk disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| December 14, 2018 Filed Feb 14, 2019 19:17 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GiftCommon Units · Derivative | 12,240 | $0.00 | $0.00 |
DisclosureSEC source: 0000925421-19-000051 · edgar.xml · derivative · entry 1 KIRK A RUSSELL · CIK 0001196084 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,141,657 Underlying: Common Stock · 12,240 shares Expires not disclosed F1 · derivative.exercise_price: Represents Class A common units of limited partnership interest ("Common Units") in Armada Hoffler, L.P., the operating partnership of Armada Hoffler Properties, Inc. (the "Company") and of which the Company is the general partner. Commencing one year from the date of issuance, 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. All Common Units in this report were issued more than one year prior to the date hereof and, therefore, may be tendered for redemption by the holder. Common Units have no expiration date. F2 · shares: This transaction includes a gift of 3,000 shares of common stock by the reporting person to his spouse. F1 · derivative.exercise_date: Represents Class A common units of limited partnership interest ("Common Units") in Armada Hoffler, L.P., the operating partnership of Armada Hoffler Properties, Inc. (the "Company") and of which the Company is the general partner. Commencing one year from the date of issuance, 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. All Common Units in this report were issued more than one year prior to the date hereof and, therefore, may be tendered for redemption by the holder. Common Units have no expiration date. F1 · derivative.expiration_date: Represents Class A common units of limited partnership interest ("Common Units") in Armada Hoffler, L.P., the operating partnership of Armada Hoffler Properties, Inc. (the "Company") and of which the Company is the general partner. Commencing one year from the date of issuance, 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. All Common Units in this report were issued more than one year prior to the date hereof and, therefore, may be tendered for redemption by the holder. Common Units have no expiration date. Read SEC document |
| October 04, 2018 Filed Mar 23, 2021 16:45 UTC Amendment | AH Realty Trust, Inc. AHH · Entity 5324 | PurchaseCommon Stock | 773 | $15.07 | $11,649.11 |
DisclosureSEC source: 0001569187-21-000029 · wf-form5a_161653232503300.xml · nonDerivative · entry 4 KIRK A RUSSELL · CIK 0001196084 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,080 F1 · shares: The original Form 5 filed on February 16, 2021 inadvertently failed to report the additional entries that are filed on this Form 5/A. F2 · shares: Shares purchased pursuant to a broker-sponsored dividend reinvestment program. Read SEC document |
| July 05, 2018 Filed Mar 23, 2021 16:45 UTC Amendment | AH Realty Trust, Inc. AHH · Entity 5324 | PurchaseCommon Stock | 762 | $15.09 | $11,498.58 |
DisclosureSEC source: 0001569187-21-000029 · wf-form5a_161653232503300.xml · nonDerivative · entry 3 KIRK A RUSSELL · CIK 0001196084 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,307 F1 · shares: The original Form 5 filed on February 16, 2021 inadvertently failed to report the additional entries that are filed on this Form 5/A. F2 · shares: Shares purchased pursuant to a broker-sponsored dividend reinvestment program. Read SEC document |
| June 13, 2018 Filed Jun 15, 2018 17:44 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantCommon Stock | 2,747 | $0.00 | $0.00 |
DisclosureSEC source: 0000925421-18-000237 · edgar.xml · nonDerivative · entry 1 KIRK A RUSSELL · CIK 0001196084 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,037 Read SEC document |
| April 05, 2018 Filed Mar 23, 2021 16:45 UTC Amendment | AH Realty Trust, Inc. AHH · Entity 5324 | PurchaseCommon Stock | 777 | $13.86 | $10,769.22 |
DisclosureSEC source: 0001569187-21-000029 · wf-form5a_161653232503300.xml · nonDerivative · entry 2 KIRK A RUSSELL · CIK 0001196084 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,545 F1 · shares: The original Form 5 filed on February 16, 2021 inadvertently failed to report the additional entries that are filed on this Form 5/A. F2 · shares: Shares purchased pursuant to a broker-sponsored dividend reinvestment program. Read SEC document |
| December 19, 2017 Filed Jan 25, 2018 17:07 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GiftCommon Stock | 3,225 | $0.00 | $0.00 |
DisclosureSEC source: 0000925421-18-000047 · edgar.xml · nonDerivative · entry 2 KIRK A RUSSELL · CIK 0001196084 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 25,516 F2 · balance_after: Includes shares acquired pursuant to a dividend reinvestment program. F3 · ownership.nature: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| December 19, 2017 Filed Jan 25, 2018 17:07 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GiftCommon Stock | 13,545 | $0.00 | $0.00 |
DisclosureSEC source: 0000925421-18-000047 · edgar.xml · nonDerivative · entry 1 KIRK A RUSSELL · CIK 0001196084 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,290 F1 · shares: The transaction includes a gift of 3,225 shares of common stock by the reporting person to his spouse. Read SEC document |
| June 14, 2017 Filed Jun 16, 2017 16:48 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantCommon Stock | 2,936 | $0.00 | $0.00 |
DisclosureSEC source: 0000925421-17-000281 · edgar.xml · nonDerivative · entry 1 KIRK A RUSSELL · CIK 0001196084 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,835 Read SEC document |
| December 19, 2016 Filed Jan 31, 2017 17:14 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GiftCommon Stock | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000925421-17-000054 · edgar.xml · nonDerivative · entry 2 KIRK A RUSSELL · CIK 0001196084 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 21,408.7 F2 · balance_after: Includes shares acquired pursuant to a dividend reinvestment program. F3 · ownership.nature: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| December 19, 2016 Filed Jan 31, 2017 17:14 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GiftCommon Stock | 14,700 | $0.00 | $0.00 |
DisclosureSEC source: 0000925421-17-000054 · edgar.xml · nonDerivative · entry 1 KIRK A RUSSELL · CIK 0001196084 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,899 F1 · shares: The transaction includes a gift of 3,500 shares of common stock by the reporting person to his spouse. Read SEC document |
| November 13, 2015 Filed Mar 23, 2021 16:45 UTC Amendment | AH Realty Trust, Inc. AHH · Entity 5324 | OtherCommon Stock | 8,134 | $0.00 | $0.00 |
DisclosureSEC source: 0001569187-21-000029 · wf-form5a_161653232503300.xml · nonDerivative · entry 1 KIRK A RUSSELL · CIK 0001196084 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,768 F1 · shares: The original Form 5 filed on February 16, 2021 inadvertently failed to report the additional entries that are filed on this Form 5/A. 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.