Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SONIDA SENIOR LIVING, INC.CSU · Entity 4563 | Director · CEO & Vice Chairman of Board | March 27, 2018 | March 29, 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.
SONIDA SENIOR LIVING, INC.
Report date March 27, 2018 · Filed March 29, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,028,489 |
Ending reported balance
After 2018-03-27 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2018-03-27 · Grant · Acquired 65,042 · Balance 933,487 F1: Represents shares of restricted stock granted on March 27, 2018 under the Company's 2007 Omnibus Stock and Incentive Plan, which vest in three installments of 33%, 33% and 34% on March 27, 2019, March 27, 2020 and March 27, 2021, respectively. Row 2 · 2018-03-27 · Grant · Acquired 97,562 · Balance 1,031,049 F2: Represents shares of performance-based restricted stock granted on March 27, 2018 under the Company's 2007 Omnibus Stock and Incentive Plan, which vest subject to the satisfaction of certain performance conditions upon the later of (i) the third anniversary of the grant date or (ii) the date that the Compensation Committee of the Company's Board certifies that such performance conditions have been satisfied. Row 3 · 2018-03-27 · Disposition to issuer · Disposed 51 · Balance 1,030,998 F3: Represents shares of performance-based restricted stock that were previously reported as beneficially owned by the reporting person as of February 27, 2015, but were subsequently forefeited due to the Company achieving 99.7% (but not 100%) of the performance target with respect to such shares for fiscal 2017. Row 4 · 2018-03-27 · Disposition to issuer · Disposed 2,509 · Balance 1,028,489 F4: Represents shares of performance-based restricted stock that were previously reported as beneficially owned by the reporting person as of February 24, 2016, but were subsequently forefeited due to the Company achieving 90.1% (but not 100%) of the performance target with respect to such shares for fiscal 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of restricted stock granted on March 27, 2018 under the Company's 2007 Omnibus Stock and Incentive Plan, which vest in three installments of 33%, 33% and 34% on March 27, 2019, March 27, 2020 and March 27, 2021, respectively.
F2: Represents shares of performance-based restricted stock granted on March 27, 2018 under the Company's 2007 Omnibus Stock and Incentive Plan, which vest subject to the satisfaction of certain performance conditions upon the later of (i) the third anniversary of the grant date or (ii) the date that the Compensation Committee of the Company's Board certifies that such performance conditions have been satisfied.
F3: Represents shares of performance-based restricted stock that were previously reported as beneficially owned by the reporting person as of February 27, 2015, but were subsequently forefeited due to the Company achieving 99.7% (but not 100%) of the performance target with respect to such shares for fiscal 2017.
F4: Represents shares of performance-based restricted stock that were previously reported as beneficially owned by the reporting person as of February 24, 2016, but were subsequently forefeited due to the Company achieving 90.1% (but not 100%) of the performance target with respect to such shares for fiscal 2017.
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 |
|---|---|---|---|---|---|---|
| March 27, 2018 Filed Mar 29, 2018 20:30 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | Disposition to issuerCommon Stock | 2,509 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-008883 · doc4.xml · nonDerivative · entry 4 COHEN LAWRENCE A · CIK 0001257155 · Director · CEO & Vice Chairman of Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,028,489 F4 · shares: Represents shares of performance-based restricted stock that were previously reported as beneficially owned by the reporting person as of February 24, 2016, but were subsequently forefeited due to the Company achieving 90.1% (but not 100%) of the performance target with respect to such shares for fiscal 2017. Read SEC document |
| March 27, 2018 Filed Mar 29, 2018 20:30 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | Disposition to issuerCommon Stock | 51 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-008883 · doc4.xml · nonDerivative · entry 3 COHEN LAWRENCE A · CIK 0001257155 · Director · CEO & Vice Chairman of Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,030,998 F3 · shares: Represents shares of performance-based restricted stock that were previously reported as beneficially owned by the reporting person as of February 27, 2015, but were subsequently forefeited due to the Company achieving 99.7% (but not 100%) of the performance target with respect to such shares for fiscal 2017. Read SEC document |
| March 27, 2018 Filed Mar 29, 2018 20:30 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | GrantCommon Stock | 97,562 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-008883 · doc4.xml · nonDerivative · entry 2 COHEN LAWRENCE A · CIK 0001257155 · Director · CEO & Vice Chairman of Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,031,049 F2 · shares: Represents shares of performance-based restricted stock granted on March 27, 2018 under the Company's 2007 Omnibus Stock and Incentive Plan, which vest subject to the satisfaction of certain performance conditions upon the later of (i) the third anniversary of the grant date or (ii) the date that the Compensation Committee of the Company's Board certifies that such performance conditions have been satisfied. Read SEC document |
| March 27, 2018 Filed Mar 29, 2018 20:30 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | GrantCommon Stock | 65,042 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-008883 · doc4.xml · nonDerivative · entry 1 COHEN LAWRENCE A · CIK 0001257155 · Director · CEO & Vice Chairman of Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 933,487 F1 · shares: Represents shares of restricted stock granted on March 27, 2018 under the Company's 2007 Omnibus Stock and Incentive Plan, which vest in three installments of 33%, 33% and 34% on March 27, 2019, March 27, 2020 and March 27, 2021, respectively. Read SEC document |
| November 20, 2017 Filed Nov 20, 2017 23:10 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | SaleCommon Stock | 10,700 | $16.20 | $173,331.44 |
DisclosureSEC source: 0000899243-17-027025 · doc4.xml · nonDerivative · entry 3 COHEN LAWRENCE A · CIK 0001257155 · Director · CEO & Vice Chairman of Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 868,445 F1 · kind: Substantially all of the sale proceeds will be used to satisfy tax liabilities incurred by the reporting person in connection with the vesting of restricted stock previously granted to the reporting person. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.98 to $16.32, inclusive. The reporting person undertakes to provide to Capital Senior Living Corporation, any security holder of Capital Senior Living Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| November 17, 2017 Filed Nov 20, 2017 23:10 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | SaleCommon Stock | 45,000 | $15.93 | $716,971.50 |
DisclosureSEC source: 0000899243-17-027025 · doc4.xml · nonDerivative · entry 2 COHEN LAWRENCE A · CIK 0001257155 · Director · CEO & Vice Chairman of Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 879,145 F1 · kind: Substantially all of the sale proceeds will be used to satisfy tax liabilities incurred by the reporting person in connection with the vesting of restricted stock previously granted to the reporting person. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.83 to $16.05, inclusive. The reporting person undertakes to provide to Capital Senior Living Corporation, any security holder of Capital Senior Living Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| November 16, 2017 Filed Nov 20, 2017 23:10 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | SaleCommon Stock | 35,000 | $16.03 | $560,878.50 |
DisclosureSEC source: 0000899243-17-027025 · doc4.xml · nonDerivative · entry 1 COHEN LAWRENCE A · CIK 0001257155 · Director · CEO & Vice Chairman of Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 924,145 F1 · kind: Substantially all of the sale proceeds will be used to satisfy tax liabilities incurred by the reporting person in connection with the vesting of restricted stock previously granted to the reporting person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.79 to $16.20, inclusive. The reporting person undertakes to provide to Capital Senior Living Corporation, any security holder of Capital Senior Living Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| March 28, 2017 Filed Mar 28, 2017 23:17 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | GrantCommon Stock | 77,851 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-008789 · doc4.xml · nonDerivative · entry 2 COHEN LAWRENCE A · CIK 0001257155 · Director · CEO & Vice Chairman of Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 959,145 F2 · shares: Represents shares of performance-based restricted stock granted on March 28, 2017 under the Company's 2007 Omnibus Stock and Incentive Plan, which vest subject to the satsifcation of certain performance conditions upon the later of (i) the third anniversary of the grant date or (ii) the date that the Compensation Committee of the Company's Board certifies that such performance conditions have been satisfied. Read SEC document |
| March 28, 2017 Filed Mar 28, 2017 23:17 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | GrantCommon Stock | 51,900 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-008789 · doc4.xml · nonDerivative · entry 1 COHEN LAWRENCE A · CIK 0001257155 · Director · CEO & Vice Chairman of Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 881,294 F1 · shares: Represents shares of restricted stock granted on March 28, 2017 under the Company's 2007 Omnibus Stock and Incentive Plan, which vest in three installments of 33%, 33% and 34% on March 28, 2018, March 28, 2019 and March 28, 2020, respectively. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:35 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | Disposition to issuerCommon Stock | 1,166 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-006376 · doc4.xml · nonDerivative · entry 2 COHEN LAWRENCE A · CIK 0001257155 · Director · CEO & Vice Chairman of Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 829,394 F2 · shares: Represents shares of performance-based restricted stock that were previously reported as beneficially owned by the reporting person as of February 24, 2016, but were subsequently forfeited due to the Company achieving 95.4% (but not 100%) of the performance target with respect to such shares for fiscal 2016. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:35 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | Disposition to issuerCommon Stock | 374 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-006376 · doc4.xml · nonDerivative · entry 1 COHEN LAWRENCE A · CIK 0001257155 · Director · CEO & Vice Chairman of Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 830,560 F1 · shares: Represents shares of performance-based restricted stock that were previously reported as beneficially owned by the reporting person as of March 4, 2014, but were subsequently forfeited due to the Company achieving 97.8% (but not 100%) of the performance target with respect to such shares for fiscal 2016. Read SEC document |
| December 14, 2016 Filed Dec 14, 2016 23:18 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | SaleCommon Stock | 30,004 | $16.32 | $489,665.28 |
DisclosureSEC source: 0000899243-16-035564 · doc4.xml · nonDerivative · entry 3 COHEN LAWRENCE A · CIK 0001257155 · Director · CEO & Vice Chairman of Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 830,934 F1 · kind: Substantially all of the sale proceeds will be used to satisfy tax liabilities incurred by the reporting person in connection with the vesting of restricted stock previously granted to the reporting person. F4 · price: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $16.12 to $16.75, inclusive. The reporting person undertakes to provide Capital Senior Living Corporation, any stockholder of Capital Senior Living Corporation, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| December 13, 2016 Filed Dec 14, 2016 23:18 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | SaleCommon Stock | 18,500 | $16.93 | $313,205.00 |
DisclosureSEC source: 0000899243-16-035564 · doc4.xml · nonDerivative · entry 2 COHEN LAWRENCE A · CIK 0001257155 · Director · CEO & Vice Chairman of Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 860,938 F1 · kind: Substantially all of the sale proceeds will be used to satisfy tax liabilities incurred by the reporting person in connection with the vesting of restricted stock previously granted to the reporting person. F3 · price: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $16.90 to $17.05, inclusive. The reporting person undertakes to provide Capital Senior Living Corporation, any stockholder of Capital Senior Living Corporation, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 23:18 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | SaleCommon Stock | 1,496 | $17.03 | $25,476.88 |
DisclosureSEC source: 0000899243-16-035564 · doc4.xml · nonDerivative · entry 1 COHEN LAWRENCE A · CIK 0001257155 · Director · CEO & Vice Chairman of Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 879,438 F1 · kind: Substantially all of the sale proceeds will be used to satisfy tax liabilities incurred by the reporting person in connection with the vesting of restricted stock previously granted to the reporting person. F2 · price: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $17.00 to $17.07, inclusive. The reporting person undertakes to provide Capital Senior Living Corporation, any stockholder of Capital Senior Living Corporation, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. 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.