Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Healthcare Realty Trust IncHTA · Entity 3726 | Director | July 09, 2018 | July 09, 2018 |
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 July 09, 2018 · Filed July 09, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,937 |
Reported balance
After 2018-07-09 transaction · row 1
1 source rowRow 1 · 2018-07-09 · Grant · Acquired 3,655 · Balance 5,937 F1: Represents the grant of 3,655 shares of the issuer's common stock, such grant to vest in five installments with 731 shares vesting on the grant date and 731 vesting on each of July 9, 2019, July 9, 2020, July 9, 2021 and July 9, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of 3,655 shares of the issuer's common stock, such grant to vest in five installments with 731 shares vesting on the grant date and 731 vesting on each of July 9, 2019, July 9, 2020, July 9, 2021 and July 9, 2022.
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 |
|---|---|---|---|---|---|---|
| July 09, 2018 Filed Jul 9, 2018 22:26 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 3,655 | $27.36 | $100,000.80 |
DisclosureSEC source: 0001360604-18-000079 · wf-form4_153117518126962.xml · nonDerivative · entry 1 BOWMAN ROBERTA B · CIK 0001734686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,937 F1 · shares: Represents the grant of 3,655 shares of the issuer's common stock, such grant to vest in five installments with 731 shares vesting on the grant date and 731 vesting on each of July 9, 2019, July 9, 2020, July 9, 2021 and July 9, 2022. Read SEC document |
| June 08, 2018 Filed Jun 8, 2018 22:40 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | PurchaseCommon Stock | 1,000 | $25.35 | $25,350.00 |
DisclosureSEC source: 0001360604-18-000062 · wf-form4_152849763098009.xml · nonDerivative · entry 1 BOWMAN ROBERTA B · CIK 0001734686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,282 Read SEC document |
| March 14, 2018 Filed Mar 16, 2018 17:56 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 1,282 | $26.01 | $33,344.82 |
DisclosureSEC source: 0001360604-18-000031 · wf-form4_152122296035780.xml · nonDerivative · entry 1 BOWMAN ROBERTA B · CIK 0001734686 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,282 F1 · shares: Represents the grant of 1,282 shares of the issuer's common stock, such grant to vest in five installments with 257 shares vesting on the grant date and March 14, 2019 and 256 shares vesting on each of March 14, 2020, March 14, 2021 and March 14, 2022. 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.