Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SONIDA SENIOR LIVING, INC.SNDA · Entity 4563 | Director | June 08, 2022 | June 09, 2022 |
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.
SONIDA SENIOR LIVING, INC.
Report date June 08, 2022 · Filed June 09, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,722 |
Reported balance
After 2022-06-08 transaction · row 1
1 source rowRow 1 · 2022-06-08 · Grant · Acquired 2,913 · Balance 9,722 F1: Shares scheduled to vest in full on June 8, 2023, which is the first anniversary of the grant date. |
| Common StockSEC Table I · non-derivative | IndirectBy Philip A. Brooks Revocable Trust | 418 |
Reported balance
Holding disclosure · report date 2022-06-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 418 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares scheduled to vest in full on June 8, 2023, which is the first anniversary of the grant 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 08, 2022 Filed Jun 9, 2022 22:32 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | GrantCommon Stock | 2,913 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-021688 · doc4.xml · nonDerivative · entry 1 Brooks Philip A · CIK 0001492936 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,722 F1 · shares: Shares scheduled to vest in full on June 8, 2023, which is the first anniversary of the grant date. Read SEC document |
| May 19, 2021 Filed May 20, 2021 20:16 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | GrantCommon Stock | 1,422 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-020148 · doc4.xml · nonDerivative · entry 1 Brooks Philip A · CIK 0001492936 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,809 F1 · shares: Shares scheduled to vest in full on May 19, 2022, which is the first anniversary of the grant date. Read SEC document |
| May 14, 2019 Filed May 15, 2019 21:04 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | GrantCommon Stock | 19,947 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-013579 · doc4.xml · nonDerivative · entry 1 Brooks Philip A · CIK 0001492936 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,810 F1 · shares: Shares scheduled to vest in full on May 14, 2020, which is the first anniversary of the grant date. Read SEC document |
| May 10, 2018 Filed May 11, 2018 14:59 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | GrantCommon Stock | 11,226 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-012487 · doc4.xml · nonDerivative · entry 1 Brooks Philip A · CIK 0001492936 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,863 F1 · shares: Shares scheduled to vest in full on May 10, 2019, which is the first anniversary of the grant date. Read SEC document |
| May 16, 2017 Filed May 18, 2017 20:05 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | GrantCommon Stock | 8,929 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-013681 · doc4.xml · nonDerivative · entry 1 Brooks Philip A · CIK 0001492936 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,637 F1 · shares: Shares scheduled to vest in full on May 16, 2018, which is the first anniversary of the grant date. Read SEC document |
| November 11, 2016 Filed Nov 15, 2016 16:07 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | PurchaseCommon Stock | 3,400 | $14.63 | $49,742.00 |
DisclosureSEC source: 0000899243-16-033464 · doc4.xml · nonDerivative · entry 1 Brooks Philip A · CIK 0001492936 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Philip A. Brooks Revocable Trust Disclosed balance after: 6,270 F1 · price: The price reported is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $14.60 to $14.69, inclusive. The reporting person undertakes to provide Capital Senior Living Corporation, any stockholder of Capital Senior Living Corporation, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. 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.