Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Inland Residential Properties Trust, Inc.n/a · Entity 162156 | Director | November 27, 2018 | November 29, 2018 |
| SONIDA SENIOR LIVING, INC.CSU · Entity 4563 | Director | May 19, 2021 | May 20, 2021 |
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.
Inland Residential Properties Trust, Inc.
Report date November 27, 2018 · Filed November 29, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,028.746 |
Reported balance
After 2018-11-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-11-27 · Grant · Acquired 219.2 · Balance 1,028.746 F1: Shares of Class A common stock were granted to the reporting person under the Issuer's Employee and Director Incentive Restricted Share Plan. These shares were issued on account of the reporting person's service as a non-employee director of the Issuer and without additional consideration. The shares become vested in equal installments of 33-1/3% on November 27, 2019, November 27, 2020 and November 27, 2021, subject to the reporting person's continued service to the Issuer; provided that 100% of any then unvested shares becomes fully vested upon the consummation of a liquidity event. F2: Includes 438.4 unvested restricted shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of Class A common stock were granted to the reporting person under the Issuer's Employee and Director Incentive Restricted Share Plan. These shares were issued on account of the reporting person's service as a non-employee director of the Issuer and without additional consideration. The shares become vested in equal installments of 33-1/3% on November 27, 2019, November 27, 2020 and November 27, 2021, subject to the reporting person's continued service to the Issuer; provided that 100% of any then unvested shares becomes fully vested upon the consummation of a liquidity event.
F2: Includes 438.4 unvested restricted shares.
SONIDA SENIOR LIVING, INC.
Report date May 19, 2021 · Filed May 20, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,973 |
Reported balance
After 2021-05-19 transaction · row 1
1 source rowRow 1 · 2021-05-19 · Grant · Acquired 1,422 · Balance 5,973 F1: Shares scheduled to vest in full on May 19, 2022, which is the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares scheduled to vest in full on May 19, 2022, 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 |
|---|---|---|---|---|---|---|
| May 19, 2021 Filed May 20, 2021 20:15 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | GrantCommon Stock | 1,422 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-020141 · doc4.xml · nonDerivative · entry 1 REID MICHAEL · CIK 0001216200 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,973 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 21:01 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | GrantCommon Stock | 19,947 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-013575 · doc4.xml · nonDerivative · entry 1 REID MICHAEL · CIK 0001216200 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,272 F1 · shares: Shares scheduled to vest in full on May 14, 2020, which is the first anniversary of the grant date. Read SEC document |
| November 27, 2018 Filed Nov 29, 2018 16:17 UTC | Inland Residential Properties Trust, Inc. n/a · Entity 162156 | GrantClass A Common Stock | 219.2 | $0.00 | $0.00 |
DisclosureSEC source: 0001595627-18-000006 · primary_doc.xml · nonDerivative · entry 1 REID MICHAEL · CIK 0001216200 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,028.746 F1 · price: Shares of Class A common stock were granted to the reporting person under the Issuer's Employee and Director Incentive Restricted Share Plan. These shares were issued on account of the reporting person's service as a non-employee director of the Issuer and without additional consideration. The shares become vested in equal installments of 33-1/3% on November 27, 2019, November 27, 2020 and November 27, 2021, subject to the reporting person's continued service to the Issuer; provided that 100% of any then unvested shares becomes fully vested upon the consummation of a liquidity event. F2 · balance_after: Includes 438.4 unvested restricted shares. Read SEC document |
| May 10, 2018 Filed May 11, 2018 14:57 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | GrantCommon Stock | 11,226 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-012484 · doc4.xml · nonDerivative · entry 1 REID MICHAEL · CIK 0001216200 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,325 F1 · shares: Shares scheduled to vest in full on May 10, 2019, which is the first anniversary of the grant date. Read SEC document |
| June 20, 2017 Filed Jun 21, 2017 11:49 UTC | Inland Residential Properties Trust, Inc. n/a · Entity 162156 | GrantClass A Common Stock | 219.2 | $0.00 | $0.00 |
DisclosureSEC source: 0001595627-17-000013 · primary_doc.xml · nonDerivative · entry 1 REID MICHAEL · CIK 0001216200 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 758.062 F1 · price: Shares of Class A common stock were granted to the reporting person under the Issuer's Employee and Director Incentive Restricted Share Plan. These shares were issued on account of the reporting person's service as a non-employee director of the Issuer and without additional consideration. The shares become vested in equal installments of 33-1/3% on June 20, 2018, June 20, 2019 and June 20, 2020, subject to the reporting person's continued service to the Issuer; provided that 100% of any then unvested shares becomes fully vested upon the consummation of a liquidity event. F2 · balance_after: Includes 529.732 unvested restricted shares. Read SEC document |
| May 16, 2017 Filed May 18, 2017 20:06 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | GrantCommon Stock | 8,929 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-013683 · doc4.xml · nonDerivative · entry 1 REID MICHAEL · CIK 0001216200 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,099 F1 · shares: Shares scheduled to vest in full on May 16, 2018, which is the first anniversary of the grant date. 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.