Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Healthcare Realty Trust IncHTA · Entity 3726 | EVP - Acquisitions | December 30, 2016 | January 03, 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.
Healthcare Realty Trust Inc
Report date December 30, 2016 · Filed January 03, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 113,170 |
Ending reported balance
After 2017-01-03 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2016-12-30 · Sale · Disposed 17,500 · Balance 112,162 F1: This transaction was executed in multiple trades at prices ranging from $28.81 to $29.07. The price reported above reflects the weighted-average sales price. The reporting person hereby undertakes to provide full information regarding the number of shares and the prices at which the transactions were effected upon request by the SEC staff, the issuer or a security holder of the issuer. Row 2 · 2017-01-03 · Tax withholding · Disposed 9,298 · Balance 102,864 F2: This transaction represents shares withheld by the issuer to satisfy it's minimum tax withholding obligation in connection with the vesting of restricted shares previously granted to the reporting person. Row 3 · 2017-01-03 · Grant · Acquired 10,306 · Balance 113,170 F3: Represents the grant of restricted shares of the issuer's common stock, such grant to vest in one installment on the third anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $28.81 to $29.07. The price reported above reflects the weighted-average sales price. The reporting person hereby undertakes to provide full information regarding the number of shares and the prices at which the transactions were effected upon request by the SEC staff, the issuer or a security holder of the issuer.
F2: This transaction represents shares withheld by the issuer to satisfy it's minimum tax withholding obligation in connection with the vesting of restricted shares previously granted to the reporting person.
F3: Represents the grant of restricted shares of the issuer's common stock, such grant to vest in one installment on the third 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 |
|---|---|---|---|---|---|---|
| January 03, 2017 Filed Jan 3, 2017 17:27 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 10,306 | $29.11 | $300,007.66 |
DisclosureSEC source: 0001360604-17-000012 · wf-form4_148348246694062.xml · nonDerivative · entry 3 Engstrom Mark David · CIK 0001467741 · EVP - Acquisitions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,170 F3 · shares: Represents the grant of restricted shares of the issuer's common stock, such grant to vest in one installment on the third anniversary of the grant date. Read SEC document |
| January 03, 2017 Filed Jan 3, 2017 17:27 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | Tax withholdingCommon Stock | 9,298 | $29.11 | $270,664.78 |
DisclosureSEC source: 0001360604-17-000012 · wf-form4_148348246694062.xml · nonDerivative · entry 2 Engstrom Mark David · CIK 0001467741 · EVP - Acquisitions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,864 F2 · shares: This transaction represents shares withheld by the issuer to satisfy it's minimum tax withholding obligation in connection with the vesting of restricted shares previously granted to the reporting person. Read SEC document |
| December 30, 2016 Filed Jan 3, 2017 17:27 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | SaleCommon Stock | 17,500 | $28.96 | $506,800.00 |
DisclosureSEC source: 0001360604-17-000012 · wf-form4_148348246694062.xml · nonDerivative · entry 1 Engstrom Mark David · CIK 0001467741 · EVP - Acquisitions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,162 F1 · price: This transaction was executed in multiple trades at prices ranging from $28.81 to $29.07. The price reported above reflects the weighted-average sales price. The reporting person hereby undertakes to provide full information regarding the number of shares and the prices at which the transactions were effected upon request by the SEC staff, the issuer or a security holder of the issuer. 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.