Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DIVERSIFIED HEALTHCARE TRUSTNASDAQ:DHC · Entity 4565 | Director · President and CEO | September 18, 2023 | September 20, 2023 |
| RMR GROUP INC.NASDAQ:RMR · Entity 5848 | Exec. VP of The RMR Group LLC | September 18, 2023 | September 20, 2023 |
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.
DIVERSIFIED HEALTHCARE TRUST
Report date September 18, 2023 · Filed September 20, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 256,153 |
Reported balance
After 2023-09-18 transaction · row 1
1 source rowRow 1 · 2023-09-18 · Tax withholding · Disposed 15,839 · Balance 256,153 F1: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. |
Filing footnotes · ownership attribution and instrument terms
F1: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3.
RMR GROUP INC.
Report date September 18, 2023 · Filed September 20, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 19,414 |
Reported balance
After 2023-09-18 transaction · row 1
1 source rowRow 1 · 2023-09-18 · Tax withholding · Disposed 1,866 · Balance 19,414 F1: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. |
Filing footnotes · ownership attribution and instrument terms
F1: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3.
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 18, 2023 Filed Sep 20, 2023 20:50 UTC | DIVERSIFIED HEALTHCARE TRUST NASDAQ:DHC · Entity 4565 | Tax withholdingCommon Shares of Beneficial Interest | 15,839 | $2.33 | $36,904.87 |
DisclosureSEC source: 0001104659-23-102324 · tm2326496-1_4seq1.xml · nonDerivative · entry 1 Francis Jennifer F. · CIK 0001739199 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 256,153 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 18, 2023 Filed Sep 20, 2023 21:48 UTC | RMR GROUP INC. NASDAQ:RMR · Entity 5848 | Tax withholdingClass A Common Stock | 1,866 | $24.99 | $46,631.34 |
DisclosureSEC source: 0001104659-23-102434 · tm2326500-1_4seq1.xml · nonDerivative · entry 1 Francis Jennifer F. · CIK 0001739199 · Exec. VP of The RMR Group LLC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,414 F1 · price: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 13, 2023 Filed Sep 15, 2023 20:24 UTC | DIVERSIFIED HEALTHCARE TRUST NASDAQ:DHC · Entity 4565 | GrantCommon Shares of Beneficial Interest | 60,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-101211 · tm2326066-1_4seq1.xml · nonDerivative · entry 1 Francis Jennifer F. · CIK 0001739199 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 271,992 F1 · price: Transaction reported is grant of shares pursuant to the Issuer's equity compensation plan. Read SEC document |
| September 13, 2023 Filed Sep 15, 2023 20:34 UTC | RMR GROUP INC. NASDAQ:RMR · Entity 5848 | GrantClass A Common Stock | 6,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-101224 · tm2326130-2_4seq1.xml · nonDerivative · entry 1 Francis Jennifer F. · CIK 0001739199 · Exec. VP of The RMR Group LLC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,280 F1 · price: Transaction reported is a grant of shares pursuant to the issuer's equity compensation plan. Read SEC document |
| June 05, 2023 Filed Jun 6, 2023 22:02 UTC | DIVERSIFIED HEALTHCARE TRUST NASDAQ:DHC · Entity 4565 | GrantCommon Shares of Beneficial Interest | 20,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-068600 · tm2317817-4_4seq1.xml · nonDerivative · entry 1 Francis Jennifer F. · CIK 0001739199 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 211,992 F1 · price: Transaction reported is grant of shares pursuant to the Issuer's equity compensation plan. Read SEC document |
| September 19, 2022 Filed Sep 21, 2022 22:19 UTC | DIVERSIFIED HEALTHCARE TRUST NASDAQ:DHC · Entity 4565 | Tax withholdingCommon Shares of Beneficial Interest | 11,952 | $1.30 | $15,537.60 |
DisclosureSEC source: 0001104659-22-102024 · tm2226405-1_4seq1.xml · nonDerivative · entry 1 Francis Jennifer F. · CIK 0001739199 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,992 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 19, 2022 Filed Sep 21, 2022 22:39 UTC | RMR GROUP INC. NASDAQ:RMR · Entity 5848 | Tax withholdingClass A Common Stock | 1,474 | $25.89 | $38,161.86 |
DisclosureSEC source: 0001104659-22-102033 · tm2226401-3_4seq1.xml · nonDerivative · entry 1 Francis Jennifer F. · CIK 0001739199 · Exec. VP of The RMR Group LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,280 F1 · price: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 14, 2022 Filed Sep 16, 2022 21:54 UTC | DIVERSIFIED HEALTHCARE TRUST NASDAQ:DHC · Entity 4565 | GrantCommon Shares of Beneficial Interest | 60,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-100910 · tm2225663-2_4seq1.xml · nonDerivative · entry 1 Francis Jennifer F. · CIK 0001739199 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,944 F1 · price: Transaction reported is grant of shares pursuant to the Issuer's equity compensation plan. Read SEC document |
| September 14, 2022 Filed Sep 16, 2022 22:38 UTC | RMR GROUP INC. NASDAQ:RMR · Entity 5848 | GrantClass A Common Stock | 6,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-100926 · tm2225986-4_4seq1.xml · nonDerivative · entry 1 Francis Jennifer F. · CIK 0001739199 · Exec. VP of The RMR Group LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,754 F1 · price: Transaction reported is grant of shares pursuant to the issuer's equity compensation plan. Read SEC document |
| June 02, 2022 Filed Jun 4, 2022 01:15 UTC | DIVERSIFIED HEALTHCARE TRUST NASDAQ:DHC · Entity 4565 | GrantCommon Shares of Beneficial Interest | 20,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-068224 · tm2217479-4_4seq1.xml · nonDerivative · entry 1 Francis Jennifer F. · CIK 0001739199 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,944 F1 · price: Transaction reported is grant of shares pursuant to the Issuer's equity compensation plan. Read SEC document |
| September 20, 2021 Filed Sep 23, 2021 00:05 UTC | DIVERSIFIED HEALTHCARE TRUST NASDAQ:DHC · Entity 4565 | Tax withholdingCommon Shares of Beneficial Interest | 10,439 | $3.39 | $35,388.21 |
DisclosureSEC source: 0001104659-21-118434 · tm2128260-1_4seq1.xml · nonDerivative · entry 1 Mintzer Jennifer F. · CIK 0001739199 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,944 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 20, 2021 Filed Sep 22, 2021 23:00 UTC | RMR GROUP INC. NASDAQ:RMR · Entity 5848 | Tax withholdingClass A Common Stock | 627 | $33.20 | $20,816.40 |
DisclosureSEC source: 0001104659-21-118417 · tm2128256-1_4seq1.xml · nonDerivative · entry 1 Mintzer Jennifer F. · CIK 0001739199 · Exec. VP of The RMR Group LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,201 F1 · price: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 20, 2021 Filed Oct 12, 2021 22:34 UTC Amendment | RMR GROUP INC. NASDAQ:RMR · Entity 5848 | Tax withholdingClass A Common Stock | 1,074 | $33.20 | $35,656.80 |
DisclosureSEC source: 0001104659-21-125454 · tm2129813-2_4aseq1.xml · nonDerivative · entry 1 Mintzer Jennifer F. · CIK 0001739199 · Exec. VP of The RMR Group LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,754 F1 · price: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Due to an administrative error, the original Form 4 timely filed by the reporting person on September 22, 2021 incorrectly reported the number of shares disposed of as 627. The correct number of shares disposed of was 1,074. Read SEC document |
| September 15, 2021 Filed Sep 17, 2021 21:09 UTC | DIVERSIFIED HEALTHCARE TRUST DHC · Entity 4565 | GrantCommon Shares of Beneficial Interest | 60,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-116978 · tm2127909-1_4seq1.xml · nonDerivative · entry 1 Mintzer Jennifer F. · CIK 0001739199 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,383 F1 · price: Transaction reported is grant of shares pursuant to the Issuer's equity compensation plan. Read SEC document |
| September 15, 2021 Filed Sep 17, 2021 22:39 UTC | RMR GROUP INC. NASDAQ:RMR · Entity 5848 | GrantClass A Common Stock | 5,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-117039 · tm2127932-3_4seq1.xml · nonDerivative · entry 1 Mintzer Jennifer F. · CIK 0001739199 · Exec. VP of The RMR Group LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,828 F1 · price: Transaction reported is grant of shares pursuant to the issuer's equity compensation plan. Read SEC document |
| June 03, 2021 Filed Jun 4, 2021 21:20 UTC | DIVERSIFIED HEALTHCARE TRUST DHC · Entity 4565 | GrantCommon Shares of Beneficial Interest | 20,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-077165 · tm2118456-1_4seq1.xml · nonDerivative · entry 1 Mintzer Jennifer F. · CIK 0001739199 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,383 F1 · price: Transaction reported is grant of shares pursuant to the Issuer's equity compensation plan Read SEC document |
| September 21, 2020 Filed Sep 23, 2020 21:53 UTC | DIVERSIFIED HEALTHCARE TRUST NASDAQ:DHC · Entity 4565 | Tax withholdingCommon Shares of Beneficial Interest | 4,227 | $3.38 | $14,287.26 |
DisclosureSEC source: 0001104659-20-107913 · a4.xml · nonDerivative · entry 1 Mintzer Jennifer F. · CIK 0001739199 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,383 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 17, 2020 Filed Sep 21, 2020 21:59 UTC | DIVERSIFIED HEALTHCARE TRUST NASDAQ:DHC · Entity 4565 | GrantCommon Shares of Beneficial Interest | 30,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-20-107076 · a4.xml · nonDerivative · entry 1 Mintzer Jennifer F. · CIK 0001739199 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,610 F1 · price: Transaction reported is grant of shares pursuant to the Issuer's equity compensation plan. Read SEC document |
| September 25, 2019 Filed Sep 27, 2019 20:09 UTC | DIVERSIFIED HEALTHCARE TRUST NASDAQ:SNH · Entity 4565 | Tax withholdingCommon Shares of Beneficial Interest | 1,752 | $9.33 | $16,346.16 |
DisclosureSEC source: 0001104659-19-051784 · a4.xml · nonDerivative · entry 1 Mintzer Jennifer F. · CIK 0001739199 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,610 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3. Read SEC document |
| September 18, 2019 Filed Sep 20, 2019 20:29 UTC | DIVERSIFIED HEALTHCARE TRUST NASDAQ:SNH · Entity 4565 | GrantCommon Shares of Beneficial Interest | 15,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-19-050899 · a4.xml · nonDerivative · entry 1 Mintzer Jennifer F. · CIK 0001739199 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,362 F1 · price: Transaction reported is grant of shares pursuant to the Issuer's equity compensation plan. Read SEC document |
| September 24, 2018 Filed Sep 26, 2018 22:33 UTC | DIVERSIFIED HEALTHCARE TRUST NASDAQ:SNH · Entity 4565 | Tax withholdingCommon Shares of Beneficial Interest | 809 | $17.56 | $14,206.04 |
DisclosureSEC source: 0001104659-18-058816 · a4.xml · nonDerivative · entry 1 Mintzer Jennifer F. · CIK 0001739199 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,362 Read SEC document |
| September 13, 2018 Filed Sep 17, 2018 20:56 UTC | DIVERSIFIED HEALTHCARE TRUST NASDAQ:SNH · Entity 4565 | GrantCommon Shares of Beneficial Interest | 7,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-18-057252 · a4.xml · nonDerivative · entry 1 Mintzer Jennifer F. · CIK 0001739199 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,171 F1 · price: Transaction reported is grant of shares pursuant to the Issuer's equity compensation plan. 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.