Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Healthcare Realty Trust IncHTA · Entity 3726 | Director · Chief Executive Officer | January 02, 2021 | January 05, 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.
Healthcare Realty Trust Inc
Report date January 02, 2021 · Filed January 05, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 402,359 |
Ending reported balance
After 2021-01-05 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2021-01-02 · Tax withholding · Disposed 40,330 · Balance 266,092 F1: This transaction represents shares withheld by the issuer to satisfy its minimum tax withholding obligation in connection with the vesting of restricted shares previously granted to the reporting person. Row 2 · 2021-01-05 · Grant · Acquired 161,805 · Balance 427,897 F2: Represents the grant of restricted shares of the issuer's common stock, such grant to vest in three installments with 53,935 shares vesting on the grant date and 53,935 vesting on each of January 5, 2022 and January 5, 2023. Row 3 · 2021-01-05 · Tax withholding · Disposed 25,538 · Balance 402,359 F1: This transaction represents shares withheld by the issuer to satisfy its minimum tax withholding obligation in connection with the vesting of restricted shares previously granted to the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction represents shares withheld by the issuer to satisfy its minimum tax withholding obligation in connection with the vesting of restricted shares previously granted to the reporting person.
F2: Represents the grant of restricted shares of the issuer's common stock, such grant to vest in three installments with 53,935 shares vesting on the grant date and 53,935 vesting on each of January 5, 2022 and January 5, 2023.
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 |
|---|---|---|---|---|---|---|
| January 05, 2021 Filed Jan 5, 2021 17:12 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | Tax withholdingCommon Stock | 25,538 | $26.20 | $669,095.60 |
DisclosureSEC source: 0001360604-21-000006 · wf-form4_160988475634211.xml · nonDerivative · entry 3 PETERS SCOTT D · CIK 0001287505 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 402,359 F1 · acquired: This transaction represents shares withheld by the issuer to satisfy its minimum tax withholding obligation in connection with the vesting of restricted shares previously granted to the reporting person. Read SEC document |
| January 05, 2021 Filed Jan 5, 2021 17:12 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 161,805 | $26.20 | $4,239,291.00 |
DisclosureSEC source: 0001360604-21-000006 · wf-form4_160988475634211.xml · nonDerivative · entry 2 PETERS SCOTT D · CIK 0001287505 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 427,897 F2 · acquired: Represents the grant of restricted shares of the issuer's common stock, such grant to vest in three installments with 53,935 shares vesting on the grant date and 53,935 vesting on each of January 5, 2022 and January 5, 2023. Read SEC document |
| January 02, 2021 Filed Jan 5, 2021 17:12 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | Tax withholdingCommon Stock | 40,330 | $27.54 | $1,110,688.20 |
DisclosureSEC source: 0001360604-21-000006 · wf-form4_160988475634211.xml · nonDerivative · entry 1 PETERS SCOTT D · CIK 0001287505 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,092 F1 · acquired: This transaction represents shares withheld by the issuer to satisfy its minimum tax withholding obligation in connection with the vesting of restricted shares previously granted to the reporting person. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 17:06 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | SaleCommon Stock | 195,000 | $29.32 | $5,717,400.00 |
DisclosureSEC source: 0001360604-20-000004 · wf-form4_157808914074945.xml · nonDerivative · entry 4 PETERS SCOTT D · CIK 0001287505 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 306,422 F3 · price: This transaction was executed in multiple trades at prices ranging from $29.25 to $29.36. The price reported above reflects the weighted-average sales price. The reporting person hereby undertakes to provide full information regarding the number of shares and the prices at which the transactions were effected upon request by the SEC staff, the issuer or a security holder of the issuer. F4 · balance_after: The securities beneficially owned as noted herein are exclusive of Mr. Peters' fully vested ownership of 500,000 partnership units which could be converted into common stock subject to certain conditions, bringing effective remaining ownership to 806,422 shares. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 17:06 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | Tax withholdingCommon Stock | 63,917 | $30.28 | $1,935,406.76 |
DisclosureSEC source: 0001360604-20-000004 · wf-form4_157808914074945.xml · nonDerivative · entry 3 PETERS SCOTT D · CIK 0001287505 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 501,422 F1 · shares: This transaction represents shares withheld by the issuer to satisfy its minimum tax withholding obligation in connection with the vesting of restricted shares previously granted to the reporting person. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 17:06 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 110,301 | $30.28 | $3,339,914.28 |
DisclosureSEC source: 0001360604-20-000004 · wf-form4_157808914074945.xml · nonDerivative · entry 2 PETERS SCOTT D · CIK 0001287505 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 565,339 F2 · shares: Represents the grant of restricted shares of the issuer's common stock, such grant to vest in three installments with 36,767 shares vesting on the grant date and 36,767 vesting on each of January 2, 2021 and January 2, 2022. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 17:06 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | Tax withholdingCommon Stock | 17,434 | $30.28 | $527,901.52 |
DisclosureSEC source: 0001360604-20-000004 · wf-form4_157808914074945.xml · nonDerivative · entry 1 PETERS SCOTT D · CIK 0001287505 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 455,038 F1 · shares: This transaction represents shares withheld by the issuer to satisfy its minimum tax withholding obligation in connection with the vesting of restricted shares previously granted to the reporting person. Read SEC document |
| January 05, 2019 Filed Jan 7, 2019 16:09 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | Tax withholdingCommon Stock | 9,853 | $25.24 | $248,689.72 |
DisclosureSEC source: 0001360604-19-000012 · wf-form4_154689536681577.xml · nonDerivative · entry 1 PETERS SCOTT D · CIK 0001287505 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 472,472 F1 · shares: This transaction represents shares withheld by the issuer to satisfy its minimum tax withholding obligation in connection with the vesting of restricted shares previously granted to the reporting person. Read SEC document |
| January 03, 2019 Filed Jan 3, 2019 16:17 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | Tax withholdingCommon Stock | 15,970 | $24.73 | $394,938.10 |
DisclosureSEC source: 0001360604-19-000005 · wf-form4_154655016823802.xml · nonDerivative · entry 4 PETERS SCOTT D · CIK 0001287505 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 482,325 F1 · shares: This transaction represents shares withheld by the issuer to satisfy its minimum tax withholding obligation in connection with the vesting of restricted shares previously granted to the reporting person. Read SEC document |
| January 02, 2019 Filed Jan 3, 2019 16:17 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | Tax withholdingCommon Stock | 46,825 | $25.31 | $1,185,140.75 |
DisclosureSEC source: 0001360604-19-000005 · wf-form4_154655016823802.xml · nonDerivative · entry 3 PETERS SCOTT D · CIK 0001287505 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 498,295 F3 · shares: This transaction represents shares withheld by the issuer to satisfy its minimum tax withholding obligation in connection with the vesting of restricted shares granted on January 2, 2019 to the reporting person and the vesting of restricted shares previously granted to the reporting person. Read SEC document |
| January 02, 2019 Filed Jan 3, 2019 16:17 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 147,215 | $25.31 | $3,726,011.65 |
DisclosureSEC source: 0001360604-19-000005 · wf-form4_154655016823802.xml · nonDerivative · entry 2 PETERS SCOTT D · CIK 0001287505 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 545,120 F2 · shares: Represents the January 2, 2019 grant of restricted shares of the issuer's common stock, such grant to vest in three installments with 49,072 shares vesting on the grant date and 49,072 shares vesting on January 2, 2020 and 49,071 shares vesting on January 2, 2021. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 16:17 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | Tax withholdingCommon Stock | 17,434 | $25.31 | $441,254.54 |
DisclosureSEC source: 0001360604-19-000005 · wf-form4_154655016823802.xml · nonDerivative · entry 1 PETERS SCOTT D · CIK 0001287505 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 397,905 F1 · shares: This transaction represents shares withheld by the issuer to satisfy its minimum tax withholding obligation in connection with the vesting of restricted shares previously granted to the reporting person. Read SEC document |
| April 09, 2018 Filed Apr 9, 2018 18:58 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | SaleCommon Stock | 77,425 | $26.28 | $2,034,729.00 |
DisclosureSEC source: 0001360604-18-000034 · wf-form4_152331469257382.xml · nonDerivative · entry 1 PETERS SCOTT D · CIK 0001287505 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 415,339 F1 · price: This transaction was executed in multiple trades at prices ranging from $26.17 to $26.36. The price reported above reflects the weighted-average sales price. The reporting person hereby undertakes to provide full information regarding the number of shares and the prices at which the transactions were effected upon request by the SEC staff, the issuer or a security holder of the issuer. F2 · balance_after: The securities beneficially owned as noted herein are exclusive of Mr. Peters ownership of 500,000 partnership units which could be converted into common stock subject to certain conditions. Read SEC document |
| January 05, 2018 Filed Jan 5, 2018 17:16 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | Tax withholdingCommon Stock | 9,853 | $29.02 | $285,934.06 |
DisclosureSEC source: 0001360604-18-000008 · wf-form4_151519059067066.xml · nonDerivative · entry 1 PETERS SCOTT D · CIK 0001287505 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 492,764 F1 · shares: This transaction represents shares withheld by the issuer to satisfy its minimum tax withholding obligation in connection with the vesting of restricted shares previously granted to the reporting person. Read SEC document |
| January 03, 2018 Filed Jan 3, 2018 08:54 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | Tax withholdingCommon Stock | 15,970 | $30.06 | $480,058.20 |
DisclosureSEC source: 0001360604-18-000004 · wf-form4_151498767617360.xml · nonDerivative · entry 4 PETERS SCOTT D · CIK 0001287505 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 502,617 F1 · shares: This transaction represents shares withheld by the issuer to satisfy its minimum tax withholding obligation in connection with the vesting of restricted shares previously granted to the reporting person. Read SEC document |
| January 02, 2018 Filed Jan 3, 2018 08:54 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | Tax withholdingCommon Stock | 24,011 | $30.06 | $721,770.66 |
DisclosureSEC source: 0001360604-18-000004 · wf-form4_151498767617360.xml · nonDerivative · entry 3 PETERS SCOTT D · CIK 0001287505 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 518,587 F3 · shares: This transaction represents shares withheld by the issuer to satisfy its minimum tax withholding obligation in connection with the vesting of restricted shares granted on January 2, 2018 to the reporting person. Read SEC document |
| January 02, 2018 Filed Jan 3, 2018 08:54 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 154,940 | $30.06 | $4,657,496.40 |
DisclosureSEC source: 0001360604-18-000004 · wf-form4_151498767617360.xml · nonDerivative · entry 2 PETERS SCOTT D · CIK 0001287505 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 542,598 F2 · shares: Represents the grant of restricted shares of the issuer's common stock, such grant to vest in three installments with 51,647 shares vesting on the grant date and 51,647 vesting on January 2, 2019 and 51,646 vesting on January 2, 2020. Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 08:54 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | Tax withholdingCommon Stock | 17,434 | $30.06 | $524,066.04 |
DisclosureSEC source: 0001360604-18-000004 · wf-form4_151498767617360.xml · nonDerivative · entry 1 PETERS SCOTT D · CIK 0001287505 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 387,658 F1 · shares: This transaction represents shares withheld by the issuer to satisfy its minimum tax withholding obligation in connection with the vesting of restricted shares previously granted to the reporting person. Read SEC document |
| June 27, 2017 Filed Jun 29, 2017 19:33 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | SaleCommon Stock | 55,240 | $32.06 | $1,770,994.40 |
DisclosureSEC source: 0001360604-17-000043 · wf-form4_149877921585112.xml · nonDerivative · entry 1 PETERS SCOTT D · CIK 0001287505 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 405,092 F1 · price: This transaction was executed in multiple trades at prices ranging from $31.83 to $32.61. The price reported above reflects the weighted-average sales price. The reporting person hereby undertakes to provide full information regarding the number of shares and the prices at which the transactions were effected upon request by the SEC staff, the issuer or a security holder of the issuer. Read SEC document |
| May 04, 2017 Filed May 5, 2017 17:01 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | SaleCommon Stock | 65,000 | $29.63 | $1,925,950.00 |
DisclosureSEC source: 0001360604-17-000039 · wf-form4_149401808287294.xml · nonDerivative · entry 1 PETERS SCOTT D · CIK 0001287505 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 460,332 F1 · price: This transaction was executed in multiple trades at prices ranging from $29.50 to $29.71. The price reported above reflects the weighted-average sales price. The reporting person hereby undertakes to provide full information regarding the number of shares and the prices at which the transactions were effected upon request by the SEC staff, the issuer or a security holder of the issuer. Read SEC document |
| January 05, 2017 Filed Jan 5, 2017 16:22 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | Tax withholdingCommon Stock | 9,854 | $29.94 | $295,028.76 |
DisclosureSEC source: 0001360604-17-000014 · wf-form4_148365134933845.xml · nonDerivative · entry 5 PETERS SCOTT D · CIK 0001287505 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 525,332 F1 · shares: This transaction represents shares withheld by the issuer to satisfy it's minimum tax withholding obligation in connection with the vesting of restricted shares previously granted to the reporting person. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 16:22 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | SaleCommon Stock | 61,000 | $28.89 | $1,762,290.00 |
DisclosureSEC source: 0001360604-17-000014 · wf-form4_148365134933845.xml · nonDerivative · entry 4 PETERS SCOTT D · CIK 0001287505 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 535,186 F4 · price: The reporting person hereby undertakes to provide full information regarding the number of shares and the price at which the transactions were effected upon request by the SEC staff, the issuer or a security holder of the issuer. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 16:22 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | Tax withholdingCommon Stock | 15,970 | $29.11 | $464,886.70 |
DisclosureSEC source: 0001360604-17-000014 · wf-form4_148365134933845.xml · nonDerivative · entry 3 PETERS SCOTT D · CIK 0001287505 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 596,186 F3 · shares: This transaction represents shares withheld by the issuer to satisfy it's minimum tax withholding obligation in connection with the vesting of restricted shares granted on January 3, 2017 to the reporting person. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 16:22 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 103,056 | $29.11 | $2,999,960.16 |
DisclosureSEC source: 0001360604-17-000014 · wf-form4_148365134933845.xml · nonDerivative · entry 2 PETERS SCOTT D · CIK 0001287505 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 612,156 F2 · shares: Represents the grant of restricted shares of the issuer's common stock, such grant to vest in three installments with 34,352 shares vesting on the grant date and 34,352 vesting on each of January 3, 2018 and January 3, 2019. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 16:22 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | Tax withholdingCommon Stock | 45,186 | $29.11 | $1,315,364.46 |
DisclosureSEC source: 0001360604-17-000014 · wf-form4_148365134933845.xml · nonDerivative · entry 1 PETERS SCOTT D · CIK 0001287505 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 509,100 F1 · shares: This transaction represents shares withheld by the issuer to satisfy it's minimum tax withholding obligation in connection with the vesting of restricted shares previously granted to the reporting person. 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.