Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HEALTHPEAK PROPERTIES, INC.HCP · Entity 3364 | Executive Vice President | September 07, 2016 | September 08, 2016 |
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.
HEALTHPEAK PROPERTIES, INC.
Report date September 07, 2016 · Filed September 08, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectTrust | 43,050 |
Reported balance
After 2016-09-07 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2016-09-07 · Exercise / conversion · Acquired 3,000 · Balance 43,050 F1: The reporting person previously reported 40,481 shares held directly. Of those shares, 40,050 shares are held indirectly in a trust account. |
| Common StockSEC Table I · non-derivative | IndirectTrust | 40,050 |
Reported balance
After 2016-09-07 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2016-09-07 · Sale · Disposed 3,000 · Balance 40,050 F2: The price reported in Column 4 is a weighted average sales price. These shares were sold in multiple transactions at sale prices ranging from $40.181 to $40.300. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within theranges set forth herein. |
| Employee Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $28.35 · Expires 2020-01-29 | Direct | 4,776 |
Reported balance
After 2016-09-07 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2016-09-07 · Exercise / conversion · Disposed 3,000 · Balance 4,776 |
| Common StockSEC Table I · non-derivative | Direct | 431 |
Reported balance
Holding disclosure · report date 2016-09-07 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 431 F1: The reporting person previously reported 40,481 shares held directly. Of those shares, 40,050 shares are held indirectly in a trust account. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person previously reported 40,481 shares held directly. Of those shares, 40,050 shares are held indirectly in a trust account.
F2: The price reported in Column 4 is a weighted average sales price. These shares were sold in multiple transactions at sale prices ranging from $40.181 to $40.300. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within theranges set forth herein.
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 |
|---|---|---|---|---|---|---|
| September 07, 2016 Filed Sep 8, 2016 21:59 UTC | HEALTHPEAK PROPERTIES, INC. HCP · Entity 3364 | Exercise / conversionEmployee Stock Option · Derivative | 3,000 | $0.00 Strike: $28.35 | $0.00 |
DisclosureSEC source: 0001179110-16-029450 · edgar.xml · derivative · entry 4 Kirby Thomas D · CIK 0001455212 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,776 Underlying: Common Stock · 3,000 shares Expires 2020-01-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 07, 2016 Filed Sep 8, 2016 21:59 UTC | HEALTHPEAK PROPERTIES, INC. HCP · Entity 3364 | SaleCommon Stock | 3,000 | $40.24 | $120,724.50 |
DisclosureSEC source: 0001179110-16-029450 · edgar.xml · nonDerivative · entry 2 Kirby Thomas D · CIK 0001455212 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 40,050 F2 · price: The price reported in Column 4 is a weighted average sales price. These shares were sold in multiple transactions at sale prices ranging from $40.181 to $40.300. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within theranges set forth herein. Read SEC document |
| September 07, 2016 Filed Sep 8, 2016 21:59 UTC | HEALTHPEAK PROPERTIES, INC. HCP · Entity 3364 | Exercise / conversionCommon Stock | 3,000 | $28.35 | $85,050.00 |
DisclosureSEC source: 0001179110-16-029450 · edgar.xml · nonDerivative · entry 1 Kirby Thomas D · CIK 0001455212 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 43,050 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: The reporting person previously reported 40,481 shares held directly. Of those shares, 40,050 shares are held indirectly in a trust account. 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.