Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SELECT MEDICAL HOLDINGS CORPSEM · Entity 33845 | Director | November 01, 2017 | November 03, 2017 |
| UNIVERSAL HEALTH REALTY INCOME TRUSTUHT · Entity 5381 | Trustee | June 07, 2017 | June 07, 2017 |
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.
SELECT MEDICAL HOLDINGS CORP
Report date November 01, 2017 · Filed November 03, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 120,904 |
Reported balance
After 2017-11-01 transaction · row 1
1 source rowRow 1 · 2017-11-01 · Grant · Acquired 968 · Balance 120,904 F1: This grant of restricted stock was issued to the reporting person pursuant to the Select Medical Holdings Corporation 2016 Equity Incentive Plan in lieu of a quarterly retainer of $18,000. |
Filing footnotes · ownership attribution and instrument terms
F1: This grant of restricted stock was issued to the reporting person pursuant to the Select Medical Holdings Corporation 2016 Equity Incentive Plan in lieu of a quarterly retainer of $18,000.
UNIVERSAL HEALTH REALTY INCOME TRUST
Report date June 07, 2017 · Filed June 07, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Shares Of Beneficial InterestSEC Table I · non-derivative | Direct | 6,912 |
Reported balance
After 2017-06-07 transaction · row 1
1 source rowRow 1 · 2017-06-07 · Grant · Acquired 350 · Balance 6,912 F1: These restricted shares of beneficial interest were granted pursuant to the Amended and Restated Universal Health Realty Income Trust 2007 Restricted Stock Plan and shall vest on the second anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted shares of beneficial interest were granted pursuant to the Amended and Restated Universal Health Realty Income Trust 2007 Restricted Stock Plan and shall vest on the second anniversary of the grant date.
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 |
|---|---|---|---|---|---|---|
| November 01, 2017 Filed Nov 3, 2017 16:09 UTC | SELECT MEDICAL HOLDINGS CORP SEM · Entity 33845 | GrantCommon Stock | 968 | $18.60 | $18,004.80 |
DisclosureSEC source: 0001179110-17-013719 · edgar.xml · nonDerivative · entry 1 DALTON JAMES E JR · CIK 0001169719 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,904 F1 · shares: This grant of restricted stock was issued to the reporting person pursuant to the Select Medical Holdings Corporation 2016 Equity Incentive Plan in lieu of a quarterly retainer of $18,000. Read SEC document |
| August 02, 2017 Filed Aug 4, 2017 16:49 UTC | SELECT MEDICAL HOLDINGS CORP SEM · Entity 33845 | GrantCommon Stock | 1,139 | $15.80 | $17,996.20 |
DisclosureSEC source: 0001179110-17-011140 · edgar.xml · nonDerivative · entry 2 DALTON JAMES E JR · CIK 0001169719 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,936 F2 · shares: This grant of restricted stock was issued to the reporting person pursuant to the Select Medical Holdings Corporation 2016 Equity Incentive Plan in lieu of a quarterly retainer of $18,000. Read SEC document |
| August 02, 2017 Filed Aug 4, 2017 16:49 UTC | SELECT MEDICAL HOLDINGS CORP SEM · Entity 33845 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-011140 · edgar.xml · nonDerivative · entry 1 DALTON JAMES E JR · CIK 0001169719 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,797 F1 · shares: Grant of restricted stock which, subject to certain exceptions, will vest in full on August 2, 2018, the first anniversary of the grant date. Read SEC document |
| June 07, 2017 Filed Jun 7, 2017 18:13 UTC | UNIVERSAL HEALTH REALTY INCOME TRUST UHT · Entity 5381 | GrantShares Of Beneficial Interest | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-020767 · form4.xml · nonDerivative · entry 1 DALTON JAMES E JR · CIK 0001169719 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,912 F1 · shares: These restricted shares of beneficial interest were granted pursuant to the Amended and Restated Universal Health Realty Income Trust 2007 Restricted Stock Plan and shall vest on the second anniversary of the grant date. Read SEC document |
| May 03, 2017 Filed May 4, 2017 18:08 UTC | SELECT MEDICAL HOLDINGS CORP SEM · Entity 33845 | GrantCommon Stock | 1,319 | $13.65 | $18,004.35 |
DisclosureSEC source: 0001179110-17-006592 · edgar.xml · nonDerivative · entry 1 DALTON JAMES E JR · CIK 0001169719 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,797 F1 · shares: This grant of restricted stock was issued to the reporting person pursuant to the Select Medical Holdings Corporation 2016 Equity Incentive Plan in lieu of a quarterly retainer of $18,000. Read SEC document |
| February 16, 2017 Filed Feb 17, 2017 16:43 UTC | SELECT MEDICAL HOLDINGS CORP SEM · Entity 33845 | GrantCommon Stock | 1,401 | $12.85 | $18,002.85 |
DisclosureSEC source: 0001179110-17-002669 · edgar.xml · nonDerivative · entry 1 DALTON JAMES E JR · CIK 0001169719 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,478 F1 · shares: This grant of restricted stock was issued to the reporting person pursuant to the Select Medical Holdings Corporation 2016 Equity Incentive Plan in lieu of a quarterly retainer of $18,000. Read SEC document |
| November 02, 2016 Filed Nov 3, 2016 16:52 UTC | SELECT MEDICAL HOLDINGS CORP SEM · Entity 33845 | GrantCommon Stock | 1,475 | $12.20 | $17,995.00 |
DisclosureSEC source: 0001179110-16-031158 · edgar.xml · nonDerivative · entry 1 DALTON JAMES E JR · CIK 0001169719 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,077 F1 · shares: This grant of restricted stock was issued to the reporting person pursuant to the Select Medical Holdings Corporation 2016 Equity Incentive Plan in lieu of a quarterly retainer of $18,000. 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.