Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| American Healthcare REIT, Inc.AHR · Entity 3443 | Director | June 24, 2026 | June 26, 2026 |
| KIMCO REALTY CORPKIM · Entity 3329 | Director | February 19, 2026 | February 20, 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 24, 2026 · Filed June 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,656 |
Reported balance
After 2026-06-24 transaction · row 1
1 source rowRow 1 · 2026-06-24 · Grant · Acquired 2,594 · Balance 20,656 F1: Upon her re-election as a director to the board of directors of the Issuer on June 24, 2026, the Reporting Person was granted 2,594 shares of restricted common stock on June 24, 2026. The reported shares of restricted common stock vest on June 24, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Upon her re-election as a director to the board of directors of the Issuer on June 24, 2026, the Reporting Person was granted 2,594 shares of restricted common stock on June 24, 2026. The reported shares of restricted common stock vest on June 24, 2027.
KIMCO REALTY CORP
Report date February 19, 2026 · Filed February 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 80,800 |
Reported balance
After 2026-02-19 transaction · row 1
1 source rowRow 1 · 2026-02-19 · Grant · Acquired 7,720 · Balance 80,800 F1: Represents shares of restricted stock awarded on February 19, 2026, which vest in four equal annual installments beginning on February 13, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of restricted stock awarded on February 19, 2026, which vest in four equal annual installments beginning on February 13, 2027.
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 |
|---|---|---|---|---|---|---|
| June 24, 2026 Filed Jun 26, 2026 21:33 UTC | American Healthcare REIT, Inc. AHR · Entity 3443 | GrantCommon Stock | 2,594 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-285754 · ownership.xml · nonDerivative · entry 1 Richardson Valerie · CIK 0001743057 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,656 F1 · shares: Upon her re-election as a director to the board of directors of the Issuer on June 24, 2026, the Reporting Person was granted 2,594 shares of restricted common stock on June 24, 2026. The reported shares of restricted common stock vest on June 24, 2027. Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 22:10 UTC | KIMCO REALTY CORP KIM · Entity 3329 | GrantCommon Stock | 7,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-061623 · ownership.xml · nonDerivative · entry 1 Richardson Valerie · CIK 0001743057 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,800 F1 · shares: Represents shares of restricted stock awarded on February 19, 2026, which vest in four equal annual installments beginning on February 13, 2027. Read SEC document |
| June 25, 2025 Filed Jun 27, 2025 20:23 UTC | American Healthcare REIT, Inc. AHR · Entity 3443 | GrantCommon Stock | 3,042 | $0.00 | $0.00 |
DisclosureSEC source: 0001743057-25-000004 · wk-form4_1751055813.xml · nonDerivative · entry 1 Richardson Valerie · CIK 0001743057 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,062 F1 · shares: Upon her re-election as a director to the board of directors of the Issuer on June 25, 2025, the Reporting Person was granted 3,042 shares of restricted common stock on June 25, 2025. The reported shares of restricted common stock vest on June 25, 2026. Read SEC document |
| April 30, 2025 Filed May 1, 2025 21:26 UTC | KIMCO REALTY CORP KIM · Entity 3329 | GrantCommon Stock | 8,720 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-062025 · ownership.xml · nonDerivative · entry 1 Richardson Valerie · CIK 0001743057 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,080 F1 · shares: Represents shares of restricted stock awarded on April 30, 2025, which vest in five equal annual installments beginning on February 13, 2026. Read SEC document |
| November 07, 2024 Filed Nov 13, 2024 00:01 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | GrantCommon Stock | 3,610 | $0.00 | $0.00 |
DisclosureSEC source: 0001743057-24-000004 · wk-form4_1731456075.xml · nonDerivative · entry 1 Richardson Valerie · CIK 0001743057 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,020 F1 · shares: Upon her re-election as a director to the board of directors of the Issuer on November 7, 2024, the Reporting Person was granted 3,610 shares of common stock on November 7, 2024. The shares of restricted common stock vest on November 7, 2025. Read SEC document |
| August 05, 2024 Filed Aug 7, 2024 22:15 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | OtherCommon Stock | 4,003 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001743057-24-000002 · wk-form4_1723068910.xml · nonDerivative · entry 2 Richardson Valerie · CIK 0001743057 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,410 F1 · kind: Pursuant to a reclassification exempt by Rule 16b-7 promulgated under the Securities Exchange Act of 1934, as amended, each outstanding share of the Issuer's Class T Common Stock automatically converted into one share of the Issuer's Common Stock on August 5, 2024. F1 · price: Pursuant to a reclassification exempt by Rule 16b-7 promulgated under the Securities Exchange Act of 1934, as amended, each outstanding share of the Issuer's Class T Common Stock automatically converted into one share of the Issuer's Common Stock on August 5, 2024. Read SEC document |
| August 05, 2024 Filed Aug 7, 2024 22:15 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | OtherClass T Common Stock | 4,003 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001743057-24-000002 · wk-form4_1723068910.xml · nonDerivative · entry 1 Richardson Valerie · CIK 0001743057 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to a reclassification exempt by Rule 16b-7 promulgated under the Securities Exchange Act of 1934, as amended, each outstanding share of the Issuer's Class T Common Stock automatically converted into one share of the Issuer's Common Stock on August 5, 2024. F1 · price: Pursuant to a reclassification exempt by Rule 16b-7 promulgated under the Securities Exchange Act of 1934, as amended, each outstanding share of the Issuer's Class T Common Stock automatically converted into one share of the Issuer's Common Stock on August 5, 2024. Read SEC document |
| February 15, 2024 Filed Feb 16, 2024 21:26 UTC | KIMCO REALTY CORP KIM · Entity 3329 | GrantCommon Stock | 8,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-004584 · rdgdoc.xml · nonDerivative · entry 1 Richardson Valerie · CIK 0001743057 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,360 F1 · shares: Represents shares of restricted stock awarded on February 15, 2024, which vest in five equal annual installments beginning on February 13, 2025. Read SEC document |
| February 09, 2024 Filed Feb 14, 2024 02:30 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | GrantCommon Stock | 7,407 | $0.00 | $0.00 |
DisclosureSEC source: 0001632970-24-000019 · wk-form4_1707877805.xml · nonDerivative · entry 1 Richardson Valerie · CIK 0001743057 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,407 F1 · shares: Represents restricted stock awards ("RSAs") that vest in 25% increments on each of the first four anniversaries of the February 9, 2024 grant date, subject to the recipient's continued service through the applicable vesting date. Read SEC document |
| June 15, 2023 Filed Jun 16, 2023 23:07 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | GrantClass T Common Stock | 3,025 | $0.00 | $0.00 |
DisclosureSEC source: 0001743057-23-000008 · wk-form4_1686956825.xml · nonDerivative · entry 1 Richardson Valerie · CIK 0001743057 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,003 F1 · shares: Upon her re-election as an independent director to the board of directors of the Issuer on June 15, 2023, the Reporting Person was granted 3,025 shares of restricted Class T common stock on June 15, 2023. The shares of restricted Class T common stock vest on June 15, 2024. Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 21:45 UTC | KIMCO REALTY CORP KIM · Entity 3329 | GrantCommon Stock | 8,220 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-003805 · rdgdoc.xml · nonDerivative · entry 1 Richardson Valerie · CIK 0001743057 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,370 F1 · shares: Represents shares of restricted stock awarded on February 16, 2023, which vest in five equal annual installments beginning on February 13, 2024. Read SEC document |
| January 10, 2023 Filed Jan 12, 2023 20:02 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | GrantClass T Common Stock | 978 | $0.00 | $0.00 |
DisclosureSEC source: 0001743057-23-000005 · wf-form4_167355374834027.xml · nonDerivative · entry 1 Richardson Valerie · CIK 0001743057 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 978 F1 · shares: In connection with her initial appointment as an independent director to the board of directors of the Issuer, the Reporting Person was granted 978 shares of restricted Class T common stock on January 10, 2023. The shares of the restricted Class T common stock vest on June 15, 2023. Read SEC document |
| February 17, 2022 Filed Feb 18, 2022 22:34 UTC | KIMCO REALTY CORP KIM · Entity 3329 | GrantCommon Stock | 7,210 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-003851 · rdgdoc.xml · nonDerivative · entry 1 Richardson Valerie · CIK 0001743057 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,150 F1 · shares: Represents shares of restricted stock awarded on February 17, 2022, which vest in five equal annual installments beginning on February 13, 2023. Read SEC document |
| February 18, 2021 Filed Feb 19, 2021 22:23 UTC | KIMCO REALTY CORP KIM · Entity 3329 | GrantCommon Stock | 9,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-003444 · rdgdoc.xml · nonDerivative · entry 1 Richardson Valerie · CIK 0001743057 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,940 F1 · shares: Represents shares of restricted stock awarded on February 18, 2021, which vest in five equal annual installments beginning on February 13, 2022. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 22:56 UTC | KIMCO REALTY CORP KIM · Entity 3329 | GrantCommon Stock | 9,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-002950 · rdgdoc.xml · nonDerivative · entry 1 Richardson Valerie · CIK 0001743057 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,110 F1 · shares: Represents shares of restricted stock awarded on February 13, 2020, which vest in five equal annual installments beginning on February 13, 2021. Read SEC document |
| February 13, 2019 Filed Feb 14, 2019 22:34 UTC | KIMCO REALTY CORP KIM · Entity 3329 | GrantCommon Stock | 9,870 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-002680 · rdgdoc.xml · nonDerivative · entry 1 Richardson Valerie · CIK 0001743057 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,790 F1 · shares: Represents shares of restricted stock awarded on February 13, 2019, which vest in five equal annual installments beginning on February 13, 2020. Read SEC document |
| July 30, 2018 Filed Jul 30, 2018 20:09 UTC | KIMCO REALTY CORP KIM · Entity 3329 | GrantCommon Stock | 10,920 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-18-014005 · rdgdoc.xml · nonDerivative · entry 1 Richardson Valerie · CIK 0001743057 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,920 F1 · shares: Represents shares of restricted stock awarded on July 30, 2018, which vest in five equal annual installments beginning on July 30, 2019. 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.