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, 2019 | February 26, 2019 |
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, 2019 · Filed February 26, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Options (Right to Buy) 2019SEC Table II · derivative / convertible security · Conversion / exercise price $79.96 · Expires 2024-02-21 | Direct | 16,666 |
Reported balance
After 2019-02-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-02-21 · Grant · Acquired 16,666 · Balance 16,666 |
| Stock Options (Right to Buy) 2019SEC Table II · derivative / convertible security · Conversion / exercise price $79.96 · Expires 2024-02-21 | Direct | 16,666 |
Reported balance
After 2019-02-21 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-02-21 · Grant · Acquired 16,666 · Balance 16,666 |
| Stock Options (Right to Buy) 2019SEC Table II · derivative / convertible security · Conversion / exercise price $79.96 · Expires 2024-02-21 | Direct | 16,668 |
Reported balance
After 2019-02-21 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-02-21 · Grant · Acquired 16,668 · Balance 16,668 |
| Common StockSEC Table I · non-derivative | Direct | 46,000 |
Reported balance
Holding disclosure · report date 2019-02-21 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 46,000 |
| Stock Options (Right to Buy) 2-22-19 exp 2-22-22SEC Table II · derivative / convertible security · Conversion / exercise price $74.78 · Expires 2022-02-22 | Direct | 16,668 |
Reported balance
Holding disclosure · report date 2019-02-21 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 16,668 |
| Stock Options (Right to Buy) 2-20-18SEC Table II · derivative / convertible security · Conversion / exercise price $64.33 · Expires 2023-02-20 | Direct | 16,666 |
Reported balance
Holding disclosure · report date 2019-02-21 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 16,666 |
| Stock Options (Right to Buy) 2-20-18SEC Table II · derivative / convertible security · Conversion / exercise price $64.33 · Expires 2023-02-20 | Direct | 16,668 |
Reported balance
Holding disclosure · report date 2019-02-21 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 16,668 |
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 21, 2019 Filed Feb 26, 2019 00:15 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Options (Right to Buy) 2019 · Derivative | 16,668 | $79.96 Strike: $79.96 | $1,332,773.28 |
DisclosureSEC source: 0001127602-19-008160 · form4.xml · derivative · entry 4 Hopkins Roger R · CIK 0001385479 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,668 Underlying: Common Stock · 16,668 shares Expires 2024-02-21 Read SEC document |
| February 21, 2019 Filed Feb 26, 2019 00:15 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Options (Right to Buy) 2019 · Derivative | 16,666 | $79.96 Strike: $79.96 | $1,332,613.36 |
DisclosureSEC source: 0001127602-19-008160 · form4.xml · derivative · entry 3 Hopkins Roger R · CIK 0001385479 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,666 Underlying: Common Stock · 16,666 shares Expires 2024-02-21 Read SEC document |
| February 21, 2019 Filed Feb 26, 2019 00:15 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Options (Right to Buy) 2019 · Derivative | 16,666 | $79.96 Strike: $79.96 | $1,332,613.36 |
DisclosureSEC source: 0001127602-19-008160 · form4.xml · derivative · entry 2 Hopkins Roger R · CIK 0001385479 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,666 Underlying: Common Stock · 16,666 shares Expires 2024-02-21 Read SEC document |
| February 01, 2019 Filed Feb 4, 2019 23:38 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionStock Options (Right to Buy) 2-22-18 Exp 2-22-22 · Derivative | 16,666 | $0.00 Strike: $74.78 | $0.00 |
DisclosureSEC source: 0001127602-19-003870 · form4.xml · derivative · entry 7 Hopkins Roger R · CIK 0001385479 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,666 shares Expires 2022-02-22 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 01, 2019 Filed Feb 4, 2019 23:38 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionStock Options (Right to Buy) - 2-22-17 exp 2-22-22 · Derivative | 16,666 | $0.00 Strike: $74.78 | $0.00 |
DisclosureSEC source: 0001127602-19-003870 · form4.xml · derivative · entry 6 Hopkins Roger R · CIK 0001385479 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,666 shares Expires 2022-02-22 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 01, 2019 Filed Feb 4, 2019 23:38 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionStock Options (Right to Buy) · Derivative | 16,668 | $0.00 Strike: $72.11 | $0.00 |
DisclosureSEC source: 0001127602-19-003870 · form4.xml · derivative · entry 5 Hopkins Roger R · CIK 0001385479 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,668 shares Expires 2020-02-20 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 01, 2019 Filed Feb 4, 2019 23:38 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Tax withholdingCommon Stock | 45,500 | $83.26 | $3,788,330.00 |
DisclosureSEC source: 0001127602-19-003870 · form4.xml · nonDerivative · entry 4 Hopkins Roger R · CIK 0001385479 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,000 Read SEC document |
| February 01, 2019 Filed Feb 4, 2019 23:38 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionCommon Stock | 16,666 | $74.78 | $1,246,283.48 |
DisclosureSEC source: 0001127602-19-003870 · form4.xml · nonDerivative · entry 3 Hopkins Roger R · CIK 0001385479 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,500 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 01, 2019 Filed Feb 4, 2019 23:38 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionCommon Stock | 16,666 | $74.78 | $1,246,283.48 |
DisclosureSEC source: 0001127602-19-003870 · form4.xml · nonDerivative · entry 2 Hopkins Roger R · CIK 0001385479 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,834 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 01, 2019 Filed Feb 4, 2019 23:38 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionCommon Stock | 16,668 | $72.11 | $1,201,929.48 |
DisclosureSEC source: 0001127602-19-003870 · form4.xml · nonDerivative · entry 1 Hopkins Roger R · CIK 0001385479 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,168 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 |
| December 07, 2018 Filed Dec 11, 2018 00:01 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionStock Options (Right to Buy) 2-20-18 · Derivative | 16,666 | $0.00 Strike: $64.33 | $0.00 |
DisclosureSEC source: 0001127602-18-035747 · form4.xml · derivative · entry 7 Hopkins Roger R · CIK 0001385479 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,666 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 |
| December 07, 2018 Filed Dec 11, 2018 00:01 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionStock Options (Right to Buy) · Derivative | 16,668 | $0.00 Strike: $60.52 | $0.00 |
DisclosureSEC source: 0001127602-18-035747 · form4.xml · derivative · entry 6 Hopkins Roger R · CIK 0001385479 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,668 shares Expires 2021-02-22 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 |
| December 07, 2018 Filed Dec 11, 2018 00:01 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionStock Options (Right to Buy) · Derivative | 16,666 | $0.00 Strike: $60.52 | $0.00 |
DisclosureSEC source: 0001127602-18-035747 · form4.xml · derivative · entry 5 Hopkins Roger R · CIK 0001385479 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,666 shares Expires 2021-02-22 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 |
| December 07, 2018 Filed Dec 11, 2018 00:01 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Tax withholdingCommon Stock | 41,500 | $80.15 | $3,326,225.00 |
DisclosureSEC source: 0001127602-18-035747 · form4.xml · nonDerivative · entry 4 Hopkins Roger R · CIK 0001385479 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,500 Read SEC document |
| December 07, 2018 Filed Dec 11, 2018 00:01 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionCommon Stock | 16,666 | $64.33 | $1,072,123.78 |
DisclosureSEC source: 0001127602-18-035747 · form4.xml · nonDerivative · entry 3 Hopkins Roger R · CIK 0001385479 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,000 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 |
| December 07, 2018 Filed Dec 11, 2018 00:01 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionCommon Stock | 16,668 | $60.52 | $1,008,747.36 |
DisclosureSEC source: 0001127602-18-035747 · form4.xml · nonDerivative · entry 2 Hopkins Roger R · CIK 0001385479 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,334 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 |
| December 07, 2018 Filed Dec 11, 2018 00:01 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionCommon Stock | 16,666 | $60.52 | $1,008,626.32 |
DisclosureSEC source: 0001127602-18-035747 · form4.xml · nonDerivative · entry 1 Hopkins Roger R · CIK 0001385479 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,666 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 20, 2018 Filed Feb 22, 2018 23:20 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Options (Right to Buy) 2-20-18 · Derivative | 16,668 | $64.33 Strike: $64.33 | $1,072,252.44 |
DisclosureSEC source: 0001127602-18-007815 · form4.xml · derivative · entry 4 Hopkins Roger R · CIK 0001385479 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,668 Underlying: Common Stock · 16,668 shares Expires 2023-02-20 Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 23:20 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Options (Right to Buy) 2-20-18 · Derivative | 16,666 | $64.33 Strike: $64.33 | $1,072,123.78 |
DisclosureSEC source: 0001127602-18-007815 · form4.xml · derivative · entry 3 Hopkins Roger R · CIK 0001385479 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,666 Underlying: Common Stock · 16,666 shares Expires 2023-02-20 Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 23:20 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Options (Right to Buy) 2-20-18 · Derivative | 16,666 | $64.33 Strike: $64.33 | $1,072,123.78 |
DisclosureSEC source: 0001127602-18-007815 · form4.xml · derivative · entry 2 Hopkins Roger R · CIK 0001385479 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,666 Underlying: Common Stock · 16,666 shares Expires 2023-02-20 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 22:49 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Options (Right to Buy) 2-22-19 exp 2-22-22 · Derivative | 16,668 | $74.78 Strike: $74.78 | $1,246,433.04 |
DisclosureSEC source: 0001127602-17-008278 · form4.xml · derivative · entry 4 Hopkins Roger R · CIK 0001385479 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,668 Underlying: Common Stock · 16,668 shares Expires 2022-02-22 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 22:49 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Options (Right to Buy) 2-22-18 Exp 2-22-22 · Derivative | 16,666 | $74.78 Strike: $74.78 | $1,246,283.48 |
DisclosureSEC source: 0001127602-17-008278 · form4.xml · derivative · entry 3 Hopkins Roger R · CIK 0001385479 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,666 Underlying: Common Stock · 16,666 shares Expires 2022-02-22 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 22:49 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Options (Right to Buy) - 2-22-17 exp 2-22-22 · Derivative | 16,666 | $74.78 Strike: $74.78 | $1,246,283.48 |
DisclosureSEC source: 0001127602-17-008278 · form4.xml · derivative · entry 2 Hopkins Roger R · CIK 0001385479 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,666 Underlying: Common Stock · 16,666 shares Expires 2022-02-22 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.