Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NATIONAL HEALTH INVESTORS INCNHI · Entity 4125 | Chief Accounting Officer | February 21, 2020 | February 26, 2020 |
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.
NATIONAL HEALTH INVESTORS INC
Report date February 21, 2020 · Filed February 26, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,937 |
Ending reported balance
After 2020-02-24 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2020-02-24 · Exercise / conversion · Acquired 10,834 · Balance 27,129 Row 2 · 2020-02-24 · Exercise / conversion · Acquired 12,500 · Balance 39,629 Row 3 · 2020-02-24 · Tax withholding · Disposed 19,692 · Balance 19,937 |
| Stock Options (Right to Buy) 2-21-2020SEC Table II · derivative / convertible security · Conversion / exercise price $90.79 · Expires 2025-02-21 | Direct | 13,333 |
Reported balance
After 2020-02-21 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-02-21 · Grant · Acquired 13,333 · Balance 13,333 |
| Stock Options (Right to Buy) 2-21-2020SEC Table II · derivative / convertible security · Conversion / exercise price $90.79 · Expires 2025-02-21 | Direct | 13,333 |
Reported balance
After 2020-02-21 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2020-02-21 · Grant · Acquired 13,333 · Balance 13,333 |
| Stock Options (Right to Buy) 2-21-2020SEC Table II · derivative / convertible security · Conversion / exercise price $90.79 · Expires 2025-02-21 | Direct | 13,334 |
Reported balance
After 2020-02-21 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2020-02-21 · Grant · Acquired 13,334 · Balance 13,334 |
| Stock Options (Right to Buy) 2-20-18SEC Table II · derivative / convertible security · Conversion / exercise price $64.33 · Expires 2023-02-20 | Direct | 0 |
Reported balance
After 2020-02-24 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2020-02-24 · Exercise / conversion · Disposed 10,834 · Balance 0 |
| Stock Options (Right to Buy) 2019SEC Table II · derivative / convertible security · Conversion / exercise price $79.96 · Expires 2024-02-21 | Direct | 0 |
Reported balance
After 2020-02-24 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2020-02-24 · Exercise / conversion · Disposed 12,500 · Balance 0 |
| Stock Options (Right to Buy) 2019SEC Table II · derivative / convertible security · Conversion / exercise price $79.96 · Expires 2024-02-21 | Direct | 12,500 |
Reported balance
Holding disclosure · report date 2020-02-21 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 12,500 |
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 |
|---|---|---|---|---|---|---|
| February 24, 2020 Filed Feb 26, 2020 00:23 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionStock Options (Right to Buy) 2019 · Derivative | 12,500 | $0.00 Strike: $79.96 | $0.00 |
DisclosureSEC source: 0001127602-20-007763 · form4.xml · derivative · entry 8 Reel Ronald V · CIK 0001794267 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,500 shares Expires 2024-02-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 24, 2020 Filed Feb 26, 2020 00:23 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionStock Options (Right to Buy) 2-20-18 · Derivative | 10,834 | $0.00 Strike: $64.33 | $0.00 |
DisclosureSEC source: 0001127602-20-007763 · form4.xml · derivative · entry 7 Reel Ronald V · CIK 0001794267 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,834 shares Expires 2023-02-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 24, 2020 Filed Feb 26, 2020 00:23 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Tax withholdingCommon Stock | 19,692 | $90.79 | $1,787,836.68 |
DisclosureSEC source: 0001127602-20-007763 · form4.xml · nonDerivative · entry 3 Reel Ronald V · CIK 0001794267 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,937 Read SEC document |
| February 24, 2020 Filed Feb 26, 2020 00:23 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionCommon Stock | 12,500 | $79.96 | $999,500.00 |
DisclosureSEC source: 0001127602-20-007763 · form4.xml · nonDerivative · entry 2 Reel Ronald V · CIK 0001794267 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,629 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 24, 2020 Filed Feb 26, 2020 00:23 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionCommon Stock | 10,834 | $64.33 | $696,951.22 |
DisclosureSEC source: 0001127602-20-007763 · form4.xml · nonDerivative · entry 1 Reel Ronald V · CIK 0001794267 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,129 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 21, 2020 Filed Feb 26, 2020 00:23 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Options (Right to Buy) 2-21-2020 · Derivative | 13,334 | $90.79 Strike: $90.79 | $1,210,593.86 |
DisclosureSEC source: 0001127602-20-007763 · form4.xml · derivative · entry 6 Reel Ronald V · CIK 0001794267 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,334 Underlying: Common Stock · 13,334 shares Expires 2025-02-21 Read SEC document |
| February 21, 2020 Filed Feb 26, 2020 00:23 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Options (Right to Buy) 2-21-2020 · Derivative | 13,333 | $90.79 Strike: $90.79 | $1,210,503.07 |
DisclosureSEC source: 0001127602-20-007763 · form4.xml · derivative · entry 5 Reel Ronald V · CIK 0001794267 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,333 Underlying: Common Stock · 13,333 shares Expires 2025-02-21 Read SEC document |
| February 21, 2020 Filed Feb 26, 2020 00:23 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Options (Right to Buy) 2-21-2020 · Derivative | 13,333 | $90.79 Strike: $90.79 | $1,210,503.07 |
DisclosureSEC source: 0001127602-20-007763 · form4.xml · derivative · entry 4 Reel Ronald V · CIK 0001794267 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,333 Underlying: Common Stock · 13,333 shares Expires 2025-02-21 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.