Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| American Healthcare REIT, Inc.AHR · Entity 3443 | Chief Financial Officer | June 26, 2026 | June 29, 2026 |
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.
American Healthcare REIT, Inc.
Report date June 26, 2026 · Filed June 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 152,700 |
Reported balance
After 2026-06-26 transaction · row 1
1 source rowRow 1 · 2026-06-26 · Sale · Disposed 25,000 · Balance 152,700 F1: This transaction was executed in multiple trades at prices ranging from $50.4400 to $50.9400, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each separate price within the range set forth herein. |
| Common StockSEC Table I · non-derivative | IndirectBy Brian and Kristen Peay 2007 Trust DTD 06/26/2007 | 807 |
Reported balance
Holding disclosure · report date 2026-06-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 807 F2: The reported shares of common stock are held directly by Brian and Kristen Peay 2007 Trust DTD 06/26/2007, and indirectly by Mr. Peay and Kristen Peay, Trustees. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $50.4400 to $50.9400, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each separate price within the range set forth herein.
F2: The reported shares of common stock are held directly by Brian and Kristen Peay 2007 Trust DTD 06/26/2007, and indirectly by Mr. Peay and Kristen Peay, Trustees.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Griffin-American Healthcare REIT III, Inc.
Report date October 01, 2021 · Filed October 04, 2021
Section 16 reporting ended · disclosed 2021-10-04. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 21, 2018 Filed Sep 25, 2018 20:54 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | PurchaseClass I Common Stock | 96 | $9.65 | $926.40 |
DisclosureSEC source: 0001185675-18-000034 · wf-form4_153790882718063.xml · nonDerivative · entry 1 PEAY BRIAN · CIK 0001185675 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Brian and Kristen Peay 2007 Trust DTD 06/26/2007 Disclosed balance after: 2,565 F1 · shares: The reported shares of Class I common stock were acquired at $9.65 per share by Mr. Peay pursuant to an Executive Stock Purchase Plan between Mr. Peay and the Issuer, entered into on 12/31/2017. F2 · ownership.nature: The reported shares of Class I common stock are held directly by Brian and Kristen Peay 2007 Trust DTD 06/26/2007, and indirectly by Mr. Peay and Kristen Peay, Trustees. Read SEC document |
| September 07, 2018 Filed Sep 11, 2018 23:05 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | PurchaseClass I Common Stock | 97 | $9.65 | $936.05 |
DisclosureSEC source: 0001185675-18-000032 · wf-form4_153670713746505.xml · nonDerivative · entry 1 PEAY BRIAN · CIK 0001185675 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Brian and Kristen Peay 2007 Trust DTD 06/26/2007 Disclosed balance after: 2,469 F1 · shares: The reported shares of Class I common stock were acquired at $9.65 per share by Mr. Peay pursuant to an Executive Stock Purchase Plan between Mr. Peay and the Issuer, entered into on 12/31/2017. F2 · ownership.nature: The reported shares of Class I common stock are held directly by Brian and Kristen Peay 2007 Trust DTD 06/26/2007, and indirectly by Mr. Peay and Kristen Peay, Trustees. Read SEC document |
| August 22, 2018 Filed Aug 24, 2018 22:13 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | PurchaseClass I Common Stock | 96 | $9.65 | $926.40 |
DisclosureSEC source: 0001185675-18-000030 · wf-form4_153514880369708.xml · nonDerivative · entry 1 PEAY BRIAN · CIK 0001185675 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Brian and Kristen Peay 2007 Trust DTD 06/26/2007 Disclosed balance after: 2,372 F1 · shares: The reported shares of Class I common stock were acquired at $9.65 per share by Mr. Peay pursuant to an Executive Stock Purchase Plan between Mr. Peay and the Issuer, entered into on 12/31/2017. F2 · ownership.nature: The reported shares of Class I common stock are held directly by Brian and Kristen Peay 2007 Trust DTD 06/26/2007, and indirectly by Mr. Peay and Kristen Peay, Trustees. Read SEC document |
| August 07, 2018 Filed Aug 9, 2018 21:23 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | PurchaseClass I Common Stock | 96 | $9.65 | $926.40 |
DisclosureSEC source: 0001185675-18-000028 · wf-form4_153384981983491.xml · nonDerivative · entry 1 PEAY BRIAN · CIK 0001185675 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Brian and Kristen Peay 2007 Trust DTD 06/26/2007 Disclosed balance after: 2,276 F1 · shares: The reported shares of Class I common stock were acquired at $9.65 per share by Mr. Peay pursuant to an Executive Stock Purchase Plan between Mr. Peay and the Issuer, entered into on 12/31/2017. F2 · ownership.nature: The reported shares of Class I common stock are held directly by Brian and Kristen Peay 2007 Trust DTD 06/26/2007, and indirectly by Mr. Peay and Kristen Peay, Trustees. Read SEC document |
| July 23, 2018 Filed Jul 26, 2018 00:14 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | PurchaseClass I Common Stock | 96 | $9.65 | $926.40 |
DisclosureSEC source: 0001185675-18-000026 · wf-form4_153256404346988.xml · nonDerivative · entry 1 PEAY BRIAN · CIK 0001185675 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Brian and Kristen Peay 2007 Trust DTD 06/26/2007 Disclosed balance after: 2,180 F1 · shares: The reported shares of Class I common stock were acquired at $9.65 per share by Mr. Peay pursuant to an Executive Stock Purchase Plan between Mr. Peay and the Issuer, entered into on 12/31/2017. F2 · ownership.nature: The reported shares of Class I common stock are held directly by Brian and Kristen Peay 2007 Trust DTD 06/26/2007, and indirectly by Mr. Peay and Kristen Peay, Trustees. Read SEC document |
| July 06, 2018 Filed Jul 10, 2018 18:35 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | PurchaseClass I Common Stock | 97 | $9.65 | $936.05 |
DisclosureSEC source: 0001185675-18-000024 · wf-form4_153124772290135.xml · nonDerivative · entry 1 PEAY BRIAN · CIK 0001185675 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Brian and Kristen Peay 2007 Trust DTD 06/26/2007 Disclosed balance after: 2,084 F1 · shares: The reported shares of Class I common stock were acquired at $9.65 per share by Mr. Peay pursuant to an Executive Stock Purchase Plan between Mr. Peay and the Issuer, entered into on 12/31/2017. F2 · ownership.nature: The reported shares of Class I common stock are held directly by Brian and Kristen Peay 2007 Trust DTD 06/26/2007, and indirectly by Mr. Peay and Kristen Peay, Trustees. Read SEC document |
| June 22, 2018 Filed Jun 26, 2018 17:41 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | PurchaseClass I Common Stock | 96 | $9.65 | $926.40 |
DisclosureSEC source: 0001185675-18-000022 · wf-form4_153003488396092.xml · nonDerivative · entry 1 PEAY BRIAN · CIK 0001185675 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Brian and Kristen Peay 2007 Trust DTD 06/26/2007 Disclosed balance after: 1,987 F1 · shares: The reported shares of Class I common stock were acquired at $9.65 per share by Mr. Peay pursuant to an Executive Stock Purchase Plan between Mr. Peay and the Issuer, entered into on 12/31/2017. F2 · ownership.nature: The reported shares of Class I common stock are held directly by Brian and Kristen Peay 2007 Trust DTD 06/26/2007, and indirectly by Mr. Peay and Kristen Peay, Trustees. Read SEC document |
| June 07, 2018 Filed Jun 11, 2018 23:10 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | PurchaseClass I Common Stock | 96 | $9.65 | $926.40 |
DisclosureSEC source: 0001185675-18-000020 · wf-form4_152875863377161.xml · nonDerivative · entry 1 PEAY BRIAN · CIK 0001185675 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Brian and Kristen Peay 2007 Trust DTD 06/26/2007 Disclosed balance after: 1,891 F1 · shares: The reported shares of Class I common stock were acquired at $9.65 per share by Mr. Peay pursuant to an Executive Stock Purchase Plan between Mr. Peay and the Issuer, entered into on 12/31/2017. F2 · ownership.nature: The reported shares of Class I common stock are held directly by Brian and Kristen Peay 2007 Trust DTD 06/26/2007, and indirectly by Mr. Peay and Kristen Peay, Trustees. Read SEC document |
| May 22, 2018 Filed May 24, 2018 21:28 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | PurchaseClass I Common Stock | 96 | $9.65 | $926.40 |
DisclosureSEC source: 0001185675-18-000018 · wf-form4_152719726370757.xml · nonDerivative · entry 1 PEAY BRIAN · CIK 0001185675 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Brian and Kristen Peay 2007 Trust DTD 06/26/2007 Disclosed balance after: 1,795 F1 · shares: The reported shares of Class I common stock were acquired at $9.65 per share by Mr. Peay pursuant to an Executive Stock Purchase Plan between Mr. Peay and the Issuer, entered into on 12/31/2017. F2 · ownership.nature: The reported shares of Class I common stock are held directly by Brian and Kristen Peay 2007 Trust DTD 06/26/2007, and indirectly by Mr. Peay and Kristen Peay, Trustees. Read SEC document |
| May 07, 2018 Filed May 9, 2018 18:00 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | PurchaseClass I Common Stock | 97 | $9.65 | $936.05 |
DisclosureSEC source: 0001185675-18-000016 · wf-form4_152588876198432.xml · nonDerivative · entry 1 PEAY BRIAN · CIK 0001185675 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Brian and Kristen Peay 2007 Trust DTD 06/26/2007 Disclosed balance after: 1,699 F1 · shares: The reported shares of Class I common stock were acquired at $9.65 per share by Mr. Peay pursuant to an Executive Stock Purchase Plan between Mr. Peay and the Issuer, entered into on 12/31/2017. F2 · ownership.nature: The reported shares of Class I common stock are held directly by Brian and Kristen Peay 2007 Trust DTD 06/26/2007, and indirectly by Mr. Peay and Kristen Peay, Trustees. Read SEC document |
| April 23, 2018 Filed Apr 25, 2018 18:06 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | PurchaseClass I Common Stock | 96 | $9.65 | $926.40 |
DisclosureSEC source: 0001185675-18-000014 · wf-form4_152467958954377.xml · nonDerivative · entry 1 PEAY BRIAN · CIK 0001185675 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Brian and Kristen Peay 2007 Trust DTD 06/26/2007 Disclosed balance after: 1,602 F1 · shares: The reported shares of Class I common stock were acquired at $9.65 per share by Mr. Peay pursuant to an Executive Stock Purchase Plan between Mr. Peay and the Issuer, entered into on 12/31/2017. F2 · ownership.nature: The reported shares of Class I common stock are held directly by Brian and Kristen Peay 2007 Trust DTD 06/26/2007, and indirectly by Mr. Peay and Kristen Peay, Trustees. Read SEC document |
| April 06, 2018 Filed Apr 10, 2018 17:46 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | PurchaseClass I Common Stock | 101 | $9.21 | $930.21 |
DisclosureSEC source: 0001185675-18-000012 · wf-form4_152338239035643.xml · nonDerivative · entry 1 PEAY BRIAN · CIK 0001185675 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Brian and Kristen Peay 2007 Trust DTD 06/26/2007 Disclosed balance after: 1,506 F1 · shares: The reported shares of Class I common stock were acquired at $9.21 per share by Mr. Peay pursuant to an Executive Stock Purchase Plan between Mr. Peay and the Issuer, entered into on 12/31/2017. F2 · ownership.nature: The reported shares of Class I common stock are held directly by Brian and Kristen Peay 2007 Trust DTD 06/26/2007, and indirectly by Mr. Peay and Kristen Peay, Trustees. Read SEC document |
| March 22, 2018 Filed Mar 26, 2018 15:43 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | PurchaseClass I Common Stock | 101 | $9.21 | $930.21 |
DisclosureSEC source: 0001185675-18-000010 · wf-form4_152207897653793.xml · nonDerivative · entry 1 PEAY BRIAN · CIK 0001185675 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Brian and Kristen Peay 2007 Trust DTD 06/26/2007 Disclosed balance after: 1,405 F1 · shares: The reported shares of Class I common stock were acquired at $9.21 per share by Mr. Peay pursuant to an Executive Stock Purchase Plan between Mr. Peay and the Issuer, entered into on 12/31/2017. F2 · ownership.nature: The reported shares of Class I common stock are held directly by Brian and Kristen Peay 2007 Trust DTD 06/26/2007, and indirectly by Mr. Peay and Kristen Peay, Trustees. Read SEC document |
| March 07, 2018 Filed Mar 10, 2018 00:56 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | PurchaseClass I Common Stock | 100 | $9.21 | $921.00 |
DisclosureSEC source: 0001185675-18-000008 · wf-form4_152064336618192.xml · nonDerivative · entry 1 PEAY BRIAN · CIK 0001185675 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Brian and Kristen Peay 2007 Trust DTD 06/26/2007 Disclosed balance after: 1,304 F1 · shares: The reported shares of Class I common stock were acquired at $9.21 per share by Mr. Peay pursuant to an Executive Stock Purchase Plan between Mr. Peay and the Issuer, entered into on 12/31/2017. F2 · ownership.nature: The reported shares of Class I common stock are held directly by Brian and Kristen Peay 2007 Trust DTD 06/26/2007, and indirectly by Mr. Peay and Kristen Peay, Trustees. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 18:33 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | PurchaseClass I Common Stock | 101 | $9.21 | $930.21 |
DisclosureSEC source: 0001185675-18-000006 · wf-form4_151966996895268.xml · nonDerivative · entry 1 PEAY BRIAN · CIK 0001185675 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Brian and Kristen Peay 2007 Trust DTD 06/26/2007 Disclosed balance after: 1,204 F1 · shares: The reported shares of Class I common stock were acquired at $9.21 per share by Mr. Peay pursuant to an Executive Stock Purchase Plan between Mr. Peay and the Issuer, entered into on 12/31/2017. F2 · ownership.nature: The reported shares of Class I common stock are held directly by Brian and Kristen Peay 2007 Trust DTD 06/26/2007, and indirectly by Mr. Peay and Kristen Peay, Trustees. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 17:03 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | PurchaseClass I Common Stock | 101 | $9.21 | $930.21 |
DisclosureSEC source: 0001185675-18-000004 · wf-form4_151819578728649.xml · nonDerivative · entry 1 PEAY BRIAN · CIK 0001185675 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Brian and Kristen Peay 2007 Trust DTD 06/26/2007 Disclosed balance after: 1,103 F1 · shares: The reported shares of Class I common stock were acquired at $9.21 per share by Mr. Peay pursuant to an Executive Stock Purchase Plan between Mr. Peay and the Issuer, entered into on 12/31/2017. F2 · ownership.nature: The reported shares of Class I common stock are held directly by Brian and Kristen Peay 2007 Trust DTD 06/26/2007, and indirectly by Mr. Peay and Kristen Peay, Trustees. Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 18:40 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | PurchaseClass I Common Stock | 1,002 | $9.21 | $9,228.42 |
DisclosureSEC source: 0001185675-18-000002 · wf-form4_151681923996482.xml · nonDerivative · entry 1 PEAY BRIAN · CIK 0001185675 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Brian and Kristen Peay 2007 Trust DTD 06/26/2007 Disclosed balance after: 1,002 F1 · shares: The reported shares of Class I common stock were acquired at $9.21 per share by Mr. Peay pursuant to an Executive Stock Purchase Plan between Mr. Peay and the Issuer, entered into on 12/31/2017. F2 · ownership.nature: The reported shares of Class I common stock are held directly by Brian and Kristen Peay 2007 Trust DTD 06/26/2007, and indirectly by Mr. Peay and Kristen Peay, Trustees. 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.