Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SONIDA SENIOR LIVING, INC.CSU · Entity 4563 | Executive Vice President & COO | 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 | 165,544 |
Ending reported balance
After 2018-03-27 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-03-27 · Grant · Acquired 35,014 · Balance 113,023 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 52,521 · Balance 165,544 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. |
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.
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 20:33 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | GrantCommon Stock | 52,521 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-008888 · doc4.xml · nonDerivative · entry 2 Lee Brett D · CIK 0001711682 · Executive Vice President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,544 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 20:33 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | GrantCommon Stock | 35,014 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-008888 · doc4.xml · nonDerivative · entry 1 Lee Brett D · CIK 0001711682 · Executive Vice President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,023 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 |
| September 20, 2017 Filed Sep 20, 2017 21:35 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | GrantCommon Stock | 46,805 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-022356 · doc4.xml · nonDerivative · entry 2 Lee Brett D · CIK 0001711682 · Executive Vice President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,009 F2 · shares: Represents shares of performance-based restricted stock granted on September 20, 2017 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 |
| September 20, 2017 Filed Sep 20, 2017 21:35 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | GrantCommon Stock | 31,204 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-022356 · doc4.xml · nonDerivative · entry 1 Lee Brett D · CIK 0001711682 · Executive Vice President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,204 F1 · shares: Represents shares of restricted stock granted on September 20, 2017 under the Company's 2007 Omnibus Stock and Incentive Plan, which vest in three installments of 33%, 33% and 34% on September 20, 2018, September 20, 2019 and September 20, 2020, respectively. 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.