Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Healthcare Realty Trust IncHR · Entity 3726 | Director | June 05, 2023 | June 27, 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.
Healthcare Realty Trust Inc
Report date June 05, 2023 · Filed June 27, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Partnership UnitsSEC Table II · derivative / convertible security | Direct | 7,128 |
Reported balance
After 2023-06-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-06-05 · Grant · Acquired 7,128 · Balance 7,128 F1: The partnership units are designated LTIP Series D units, which is a class of partnership interests in Healthcare Realty Holdings, L.P., a Delaware limited partnership ("HR Holdings"), the operating subsidiary of the Issuer. F2: The partnership units are intended to qualify as profits interests for U.S. federal income tax purposes. The units vest on June 4, 2024 and, upon achieving equivalent capital account balance per unit, are convertible into common partnership interests in HR Holdings and then may be converted into common stock of the Issuer on a one-for-one basis. The partnership units have no expiration date. |
| Common StockSEC Table I · non-derivative | Direct | 101,806 |
Reported balance
Holding disclosure · report date 2023-06-05 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 101,806 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 1,000 |
Reported balance
Holding disclosure · report date 2023-06-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,000 |
Filing footnotes · ownership attribution and instrument terms
F1: The partnership units are designated LTIP Series D units, which is a class of partnership interests in Healthcare Realty Holdings, L.P., a Delaware limited partnership ("HR Holdings"), the operating subsidiary of the Issuer.
F2: The partnership units are intended to qualify as profits interests for U.S. federal income tax purposes. The units vest on June 4, 2024 and, upon achieving equivalent capital account balance per unit, are convertible into common partnership interests in HR Holdings and then may be converted into common stock of the Issuer on a one-for-one basis. The partnership 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 |
|---|---|---|---|---|---|---|
| June 05, 2023 Filed Jun 27, 2023 10:40 UTC | Healthcare Realty Trust Inc HR · Entity 3726 | GrantPartnership Units · Derivative | 7,128 | $18.94 | $135,004.32 |
DisclosureSEC source: 0001360604-23-000061 · wk-form4_1687876831.xml · derivative · entry 3 BLAIR W BRADLEY II · CIK 0001285074 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,128 Underlying: Common Stock · 7,128 shares Expires not disclosed F1 · security: The partnership units are designated LTIP Series D units, which is a class of partnership interests in Healthcare Realty Holdings, L.P., a Delaware limited partnership ("HR Holdings"), the operating subsidiary of the Issuer. F2 · derivative.exercise_price: The partnership units are intended to qualify as profits interests for U.S. federal income tax purposes. The units vest on June 4, 2024 and, upon achieving equivalent capital account balance per unit, are convertible into common partnership interests in HR Holdings and then may be converted into common stock of the Issuer on a one-for-one basis. The partnership units have no expiration date. F2 · derivative.exercise_date: The partnership units are intended to qualify as profits interests for U.S. federal income tax purposes. The units vest on June 4, 2024 and, upon achieving equivalent capital account balance per unit, are convertible into common partnership interests in HR Holdings and then may be converted into common stock of the Issuer on a one-for-one basis. The partnership units have no expiration date. F2 · derivative.expiration_date: The partnership units are intended to qualify as profits interests for U.S. federal income tax purposes. The units vest on June 4, 2024 and, upon achieving equivalent capital account balance per unit, are convertible into common partnership interests in HR Holdings and then may be converted into common stock of the Issuer on a one-for-one basis. The partnership units have no expiration date. Read SEC document |
| August 02, 2022 Filed Aug 4, 2022 13:28 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 10,117 | $25.70 | $260,006.90 |
DisclosureSEC source: 0001360604-22-000106 · wf-form4_165963410355320.xml · nonDerivative · entry 1 BLAIR W BRADLEY II · CIK 0001285074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,806 Read SEC document |
| September 16, 2021 Filed Sep 17, 2021 16:23 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 17,593 | $30.61 | $538,521.73 |
DisclosureSEC source: 0001360604-21-000059 · wf-form4_163191016438190.xml · nonDerivative · entry 1 BLAIR W BRADLEY II · CIK 0001285074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,689 F1 · shares: Represents the grant of restricted shares of the issuer's common stock, such grant to vest in one installment on August 2, 2022. Read SEC document |
| July 07, 2021 Filed Jul 9, 2021 16:25 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 3,671 | $27.24 | $99,998.04 |
DisclosureSEC source: 0001360604-21-000045 · wf-form4_162586232745791.xml · nonDerivative · entry 1 BLAIR W BRADLEY II · CIK 0001285074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,096 F1 · shares: Represents the grant of 3,671 shares of the issuer's common stock, such grant to vest in five installments with 734 shares vesting on each of the grant date and July 7, 2022, July 7, 2023, and July 7, 2024 and 735 shares vesting on July 7, 2025. Read SEC document |
| July 07, 2020 Filed Jul 9, 2020 18:12 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 3,737 | $26.76 | $100,002.12 |
DisclosureSEC source: 0001360604-20-000069 · wf-form4_159433276333631.xml · nonDerivative · entry 1 BLAIR W BRADLEY II · CIK 0001285074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,425 F1 · shares: Represents the grant of 3,737 shares of the issuer's common stock, such grant to vest in five installments with 748 shares vesting on each of the grant date and July 7, 2021 and 747 shares vesting on each of July 7, 2022, July 7, 2023, and July 7, 2024. Read SEC document |
| March 24, 2020 Filed Mar 26, 2020 08:33 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | PurchaseCommon Stock | 1,000 | $21.45 | $21,450.00 |
DisclosureSEC source: 0001360604-20-000030 · wf-form4_158522601525742.xml · nonDerivative · entry 2 BLAIR W BRADLEY II · CIK 0001285074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,688 Read SEC document |
| March 24, 2020 Filed Mar 26, 2020 08:33 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | PurchaseCommon Stock | 1,000 | $21.31 | $21,310.00 |
DisclosureSEC source: 0001360604-20-000030 · wf-form4_158522601525742.xml · nonDerivative · entry 1 BLAIR W BRADLEY II · CIK 0001285074 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 1,000 Read SEC document |
| July 09, 2019 Filed Jul 9, 2019 16:14 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 3,583 | $27.91 | $100,001.53 |
DisclosureSEC source: 0001360604-19-000054 · wf-form4_156270328142723.xml · nonDerivative · entry 1 BLAIR W BRADLEY II · CIK 0001285074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,688 F1 · shares: Represents the grant of 3,583 shares of the issuer's common stock, such grant to vest in five installments with 717 shares vesting on the grant date and 717 vesting on each of July 9, 2020 and July 9, 2021 and 716 vesting on each of July 9, 2022 and July 9, 2023. Read SEC document |
| July 09, 2018 Filed Jul 9, 2018 18:25 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 3,655 | $27.36 | $100,000.80 |
DisclosureSEC source: 0001360604-18-000077 · wf-form4_153117512381423.xml · nonDerivative · entry 1 BLAIR W BRADLEY II · CIK 0001285074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,105 F1 · shares: Represents the grant of 3,655 shares of the issuer's common stock, such grant to vest in five installments with 731 shares vesting on the grant date and 731 vesting on each of July 9, 2019, July 9, 2020, July 9, 2021 and July 9, 2022. Read SEC document |
| June 08, 2018 Filed Jun 8, 2018 12:50 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | PurchaseCommon Stock | 1,000 | $25.30 | $25,300.00 |
DisclosureSEC source: 0001360604-18-000057 · wf-form4_152847662419631.xml · nonDerivative · entry 1 BLAIR W BRADLEY II · CIK 0001285074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,450 Read SEC document |
| July 12, 2017 Filed Jul 14, 2017 08:05 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 3,389 | $29.51 | $100,009.39 |
DisclosureSEC source: 0001360604-17-000062 · wf-form4_150003391933731.xml · nonDerivative · entry 1 BLAIR W BRADLEY II · CIK 0001285074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,450 F1 · shares: Represents the grant of 3,389 shares of the issuer's common stock, such grant to vest in five installments with 678 shares vesting on the grant date, 678 shares vesting on each of July 12, 2018, July 12, 2019, July 12, 2020 and 677 shares vesting on July 12, 2021. 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.