Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AH Realty Trust, Inc.AHH · Entity 5324 | Director | September 16, 2024 | September 17, 2024 |
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 September 16, 2024 · Filed September 17, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,797 |
Reported balance
After 2024-09-16 transaction · row 1
1 source rowRow 1 · 2024-09-16 · Grant · Acquired 740 · Balance 19,797 F1: These shares were issued to the director in lieu of a portion of her cash retainer. |
| 6.75% Series A Preferred StockSEC Table I · non-derivative | Direct | 400 |
Reported balance
Holding disclosure · report date 2024-09-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 400 |
| LTIP UnitsSEC Table II · derivative / convertible security | Direct | 9,626 |
Reported balance
Holding disclosure · report date 2024-09-16 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 9,626 F2: Represents LTIP Units ("LTIP 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. 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 LTIP Units vest, LTIP Units are convertible into Class A common units of limited partnership interest ("Common Units") in the Operating Partnership at the holder's option. Under the award agreement pursuant to which the LTIP Units were granted to the reporting person, except in connection with a Change of Control (as defined in the OP Agreement), the LTIP Units may not be converted to Common Units until two years following the date of grant. LTIP Units have no expiration date. F3: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Common Units have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were issued to the director in lieu of a portion of her cash retainer.
F2: Represents LTIP Units ("LTIP 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. 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 LTIP Units vest, LTIP Units are convertible into Class A common units of limited partnership interest ("Common Units") in the Operating Partnership at the holder's option. Under the award agreement pursuant to which the LTIP Units were granted to the reporting person, except in connection with a Change of Control (as defined in the OP Agreement), the LTIP Units may not be converted to Common Units until two years following the date of grant. LTIP Units have no expiration date.
F3: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Common Units have no expiration date.
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 |
|---|---|---|---|---|---|---|
| September 16, 2024 Filed Sep 17, 2024 17:34 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantCommon Stock | 740 | $11.82 | $8,746.80 |
DisclosureSEC source: 0001569187-24-000128 · wk-form4_1726608862.xml · nonDerivative · entry 1 HARDY EVA S · CIK 0001084788 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,797 F1 · shares: These shares were issued to the director in lieu of a portion of her cash retainer. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 15:56 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantLTIP Units · Derivative | 4,981 | $0.00 | $0.00 |
DisclosureSEC source: 0001569187-24-000100 · wk-form4_1720036600.xml · derivative · entry 3 HARDY EVA S · CIK 0001084788 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,626 Underlying: Common Stock · 4,981 shares Expires not disclosed F1 · derivative.exercise_price: Represents LTIP Units ("LTIP 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. 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 LTIP Units vest, LTIP Units are convertible into Class A common units of limited partnership interest ("Common Units") in the Operating Partnership at the holder's option. Under the award agreement pursuant to which the LTIP Units were granted to the reporting person, except in connection with a Change of Control (as defined in the OP Agreement), the LTIP Units may not be converted to Common Units until two years following the date of grant. Neither LTIP Units nor Common Units have an expiration date. F2 · derivative.exercise_price: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Common Units have no expiration date. F3 · shares: Represents a grant of unvested LTIP Units, all of which will vest on the date of the Company's 2025 Annual Meeting of Stockholders. F1 · derivative.exercise_date: Represents LTIP Units ("LTIP 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. 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 LTIP Units vest, LTIP Units are convertible into Class A common units of limited partnership interest ("Common Units") in the Operating Partnership at the holder's option. Under the award agreement pursuant to which the LTIP Units were granted to the reporting person, except in connection with a Change of Control (as defined in the OP Agreement), the LTIP Units may not be converted to Common Units until two years following the date of grant. Neither LTIP Units nor Common Units have an expiration date. F2 · derivative.exercise_date: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Common Units have no expiration date. F1 · derivative.expiration_date: Represents LTIP Units ("LTIP 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. 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 LTIP Units vest, LTIP Units are convertible into Class A common units of limited partnership interest ("Common Units") in the Operating Partnership at the holder's option. Under the award agreement pursuant to which the LTIP Units were granted to the reporting person, except in connection with a Change of Control (as defined in the OP Agreement), the LTIP Units may not be converted to Common Units until two years following the date of grant. Neither LTIP Units nor Common Units have an expiration date. F2 · derivative.expiration_date: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Common Units have no expiration date. Read SEC document |
| June 28, 2023 Filed Jun 30, 2023 21:01 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantLTIP Units · Derivative | 4,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001569187-23-000081 · wk-form4_1688173278.xml · derivative · entry 3 HARDY EVA S · CIK 0001084788 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,645 Underlying: Common Stock · 4,645 shares Expires not disclosed F1 · derivative.exercise_price: Represents LTIP Units ("LTIP Units") in Armada Hoffler, L.P. (the "Partnership"), the operating partnership of Armada Hoffler Properties, Inc. (the "Company"). Under the limited partnership agreement of the Partnership (the "OP Agreement") and subject to conditions set forth in the OP Agreement, upon vesting of LTIP Units, LTIP Units are convertible into Class A common units of limited partnership interest ("Common Units") in the Partnership at the holder's option. Under the LTIP Unit award agreement, except in connection with a Change of Control (as defined in the OP Agreement), the LTIP Units may not be converted to Common Units until two years following the date of grant. Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Neither LTIP Units nor Common Units have an expiration date. F2 · shares: Represents a grant of unvested LTIP Units, all of which will vest on the date of the Company's 2024 Annual Meeting of Stockholders. F1 · derivative.exercise_date: Represents LTIP Units ("LTIP Units") in Armada Hoffler, L.P. (the "Partnership"), the operating partnership of Armada Hoffler Properties, Inc. (the "Company"). Under the limited partnership agreement of the Partnership (the "OP Agreement") and subject to conditions set forth in the OP Agreement, upon vesting of LTIP Units, LTIP Units are convertible into Class A common units of limited partnership interest ("Common Units") in the Partnership at the holder's option. Under the LTIP Unit award agreement, except in connection with a Change of Control (as defined in the OP Agreement), the LTIP Units may not be converted to Common Units until two years following the date of grant. Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Neither LTIP Units nor Common Units have an expiration date. F1 · derivative.expiration_date: Represents LTIP Units ("LTIP Units") in Armada Hoffler, L.P. (the "Partnership"), the operating partnership of Armada Hoffler Properties, Inc. (the "Company"). Under the limited partnership agreement of the Partnership (the "OP Agreement") and subject to conditions set forth in the OP Agreement, upon vesting of LTIP Units, LTIP Units are convertible into Class A common units of limited partnership interest ("Common Units") in the Partnership at the holder's option. Under the LTIP Unit award agreement, except in connection with a Change of Control (as defined in the OP Agreement), the LTIP Units may not be converted to Common Units until two years following the date of grant. Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Neither LTIP Units nor Common Units have an expiration date. Read SEC document |
| June 15, 2022 Filed Jun 16, 2022 16:12 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantCommon Stock | 2,998 | $0.00 | $0.00 |
DisclosureSEC source: 0001569187-22-000069 · wf-form4_165541034231496.xml · nonDerivative · entry 1 HARDY EVA S · CIK 0001084788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,057 Read SEC document |
| June 16, 2021 Filed Jun 17, 2021 16:53 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantCommon Stock | 2,921 | $0.00 | $0.00 |
DisclosureSEC source: 0001569187-21-000053 · wf-form4_162396317492679.xml · nonDerivative · entry 1 HARDY EVA S · CIK 0001084788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,059 Read SEC document |
| June 19, 2020 Filed Jun 23, 2020 06:09 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantCommon Stock | 3,134 | $0.00 | $0.00 |
DisclosureSEC source: 0001569187-20-000038 · wf-form4_159290694387381.xml · nonDerivative · entry 1 HARDY EVA S · CIK 0001084788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,138 Read SEC document |
| June 18, 2019 Filed Jun 20, 2019 16:39 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | Purchase6.75% Series A Preferred Stock | 400 | $25.00 | $10,000.00 |
DisclosureSEC source: 0000925421-19-000261 · edgar.xml · nonDerivative · entry 1 HARDY EVA S · CIK 0001084788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400 F1 · kind: The shares were purchased from the underwriters in the underwritten public offering that closed on June 18, 2019. Read SEC document |
| June 12, 2019 Filed Jun 14, 2019 19:30 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantCommon Stock | 1,489 | $0.00 | $0.00 |
DisclosureSEC source: 0000925421-19-000245 · edgar.xml · nonDerivative · entry 1 HARDY EVA S · CIK 0001084788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,004 Read SEC document |
| June 13, 2018 Filed Jun 15, 2018 17:51 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantCommon Stock | 1,717 | $0.00 | $0.00 |
DisclosureSEC source: 0000925421-18-000245 · edgar.xml · nonDerivative · entry 1 HARDY EVA S · CIK 0001084788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,515 Read SEC document |
| June 14, 2017 Filed Jun 16, 2017 16:43 UTC | AH Realty Trust, Inc. AHH · Entity 5324 | GrantCommon Stock | 1,835 | $0.00 | $0.00 |
DisclosureSEC source: 0000925421-17-000277 · edgar.xml · nonDerivative · entry 1 HARDY EVA S · CIK 0001084788 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,798 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.