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 |
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 | 35,013 |
Reported balance
After 2026-06-24 transaction · row 1
1 source rowRow 1 · 2026-06-24 · Grant · Acquired 2,594 · Balance 35,013 F1: Upon his 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 his 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.
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 21:29 UTC | American Healthcare REIT, Inc. AHR · Entity 3443 | GrantCommon Stock | 2,594 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-285746 · ownership.xml · nonDerivative · entry 1 Smith Wilbur H III · CIK 0001704540 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,013 F1 · shares: Upon his 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 |
| June 25, 2025 Filed Jun 27, 2025 20:24 UTC | American Healthcare REIT, Inc. AHR · Entity 3443 | GrantCommon Stock | 3,042 | $0.00 | $0.00 |
DisclosureSEC source: 0001704540-25-000004 · wk-form4_1751055845.xml · nonDerivative · entry 1 Smith Wilbur H III · CIK 0001704540 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,419 F1 · shares: Upon his 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 |
| November 07, 2024 Filed Nov 13, 2024 00:02 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | GrantCommon Stock | 3,610 | $0.00 | $0.00 |
DisclosureSEC source: 0001704540-24-000006 · wk-form4_1731456131.xml · nonDerivative · entry 1 Smith Wilbur H III · CIK 0001704540 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,377 F1 · shares: Upon his 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 | 18,360 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001704540-24-000004 · wk-form4_1723068950.xml · nonDerivative · entry 2 Smith Wilbur H III · CIK 0001704540 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,767 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, with cash paid in lieu of fractional shares. 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, with cash paid in lieu of fractional shares. Read SEC document |
| August 05, 2024 Filed Aug 7, 2024 22:15 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | OtherClass T Common Stock | 18,360 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001704540-24-000004 · wk-form4_1723068950.xml · nonDerivative · entry 1 Smith Wilbur H III · CIK 0001704540 · 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, with cash paid in lieu of fractional shares. 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, with cash paid in lieu of fractional shares. Read SEC document |
| February 09, 2024 Filed Feb 14, 2024 01:59 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | GrantCommon Stock | 7,407 | $0.00 | $0.00 |
DisclosureSEC source: 0001704540-24-000002 · wk-form4_1707875977.xml · nonDerivative · entry 1 Smith Wilbur H III · CIK 0001704540 · 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 22:52 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | GrantClass T Common Stock | 3,025 | $0.00 | $0.00 |
DisclosureSEC source: 0001704540-23-000003 · wk-form4_1686955935.xml · nonDerivative · entry 1 Smith Wilbur H III · CIK 0001704540 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,360 F1 · shares: Upon his 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. F2 · balance_after: The number of shares reported in this Form 4 accounts for the one-for-four reverse stock split effected by the Issuer on November 15, 2022. F3 · balance_after: Includes 870 shares of Class T common stock the Reporting Person acquired prior to the one-for-four reverse stock split through the Issuer's distribution reinvestment plan since the Reporting Person's last Form 4 was filed with the SEC on June 17, 2022. Read SEC document |
| June 15, 2022 Filed Jun 17, 2022 19:07 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | GrantClass T Common Stock | 9,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001704540-22-000002 · wf-form4_165549280949931.xml · nonDerivative · entry 1 Smith Wilbur H III · CIK 0001704540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,471 F1 · shares: Upon his re-election as an independent director to the board of directors of the Issuer on June 15, 2022, the Reporting Person was granted 9,150 shares of restricted Class T common stock on June 15, 2022. The shares of restricted Class T common stock vest on June 15, 2023. F2 · balance_after: Includes 1,276 shares of Class T common stock the Reporting Person acquired through the Issuer's distribution reinvestment plan since the Reporting Person's last Form 4 was filed with the SEC on November 22, 2021. Read SEC document |
| November 18, 2021 Filed Nov 22, 2021 18:50 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | GrantClass T Common Stock | 6,719 | $0.00 | $0.00 |
DisclosureSEC source: 0001704540-21-000004 · wf-form4_163760698817530.xml · nonDerivative · entry 1 Smith Wilbur H III · CIK 0001704540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,045 F1 · shares: In connection with his service as an independent director to the board of directors of the Issuer, the Reporting Person was granted 6,719 shares of restricted Class T common stock on November 18, 2021. The shares of restricted Class T common stock vest on June 30, 2022. F2 · balance_after: The Issuer has amended the vesting terms of the 2,500 shares of restricted Class T common stock issued to the Reporting Person on October 1, 2021 to accelerate the vesting of the remaining shares that did not vest immediately on the grant date to June 30, 2022. F3 · balance_after: Includes 156 shares of Class T common stock the Reporting Person acquired through the Issuer's distribution reinvestment plan since the Reporting Person's last Form 4 filed with the SEC on October 1, 2021. Read SEC document |
| October 01, 2021 Filed Oct 2, 2021 01:04 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | GrantClass T Common Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001704540-21-000002 · wf-form4_163313665545258.xml · nonDerivative · entry 1 Smith Wilbur H III · CIK 0001704540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,170 F1 · shares: Upon his re-election as an independent director to the board of directors of the Issuer on October 1, 2021, the Reporting Person was granted 2,500 shares of restricted Class T common stock. The shares of restricted Class T common stock vested immediately as to 20.0% of the shares on the grant date, and the remainder vests on each anniversary thereafter over four years. F2 · balance_after: Includes 1,263 shares of Class T common stock Mr. Smith acquired through the Issuer's distribution reinvestment plan since Mr. Smith's last Form 4 filed with the SEC on July 2, 2020. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 18:04 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | GrantClass T Common Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001704540-20-000005 · wf-form4_159371301027782.xml · nonDerivative · entry 1 Smith Wilbur H III · CIK 0001704540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,407 F1 · shares: Mr. Smith was granted 5,000 shares of restricted Class T common stock on July 1, 2020. The shares of restricted Class T common stock vested immediately as to 20.0% of the shares on the grant date, and the remainder vests on each anniversary thereafter over four years. F2 · balance_after: Includes 116 shares of Class T common stock Mr. Smith acquired through the Issuer's distribution reinvestment plan since Mr. Smith's last Form 4 filed with the SEC on June 11, 2020. Read SEC document |
| June 09, 2020 Filed Jun 11, 2020 21:29 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | GrantClass T Common Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001704540-20-000002 · wf-form4_159191097248092.xml · nonDerivative · entry 1 Smith Wilbur H III · CIK 0001704540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,291 F1 · shares: Upon his re-election as an independent director to the board of directors of the Issuer on June 9, 2020, Mr. Smith was granted 2,500 shares of restricted Class T common stock. The shares of restricted Class T common stock vested immediately as to 20.0% of the shares on the grant date, and the remainder vests on each anniversary thereafter over four years. F2 · balance_after: Includes 1,678 shares of Class T common stock Mr. Smith acquired through the Issuer's distribution reinvestment plan since Mr. Smith's last Form 4 filed with the SEC on July 3, 2019. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 16:49 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | GrantClass T Common Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001704540-19-000005 · wf-form4_156217257904465.xml · nonDerivative · entry 1 Smith Wilbur H III · CIK 0001704540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,113 F1 · shares: Mr. Smith was granted 5,000 shares of restricted Class T common stock on July 1, 2019. The shares of restricted Class T common stock vested immediately as to 20.0% of the shares on the grant date, and the remainder vests on each anniversary thereafter over four years. F2 · balance_after: Includes 125 shares of Class T common stock Mr. Smith acquired through the Issuer's distribution reinvestment plan since Mr. Smith's last Form 4 filed with the SEC on June 13, 2019. Read SEC document |
| June 11, 2019 Filed Jun 13, 2019 18:10 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | GrantClass T Common Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001704540-19-000003 · wf-form4_156044940538007.xml · nonDerivative · entry 1 Smith Wilbur H III · CIK 0001704540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,988 F1 · shares: Upon his re-election as an independent director to the board of directors of the Issuer on June 11, 2019, Mr. Smith was granted 2,500 shares of restricted Class T common stock. The shares of restricted Class T common stock vested immediately as to 20.0% of the shares on the grant date, and the remainder vests on each anniversary thereafter over four years. F2 · balance_after: Includes 1,325 shares of Class T common stock Mr. Smith acquired through the Issuer's distribution reinvestment plan since Mr. Smith's last Form 4 filed with the SEC on July 3, 2018. Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 21:19 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | GrantClass T Common Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001704540-18-000004 · wf-form4_153065276700861.xml · nonDerivative · entry 1 Smith Wilbur H III · CIK 0001704540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,163 F1 · shares: Mr. Smith was granted 5,000 shares of restricted Class T common stock on July 1, 2018. The shares of restricted Class T common stock vested immediately as to 20.0% of the shares on the grant date, and the remainder vests on each anniversary thereafter over four years. Read SEC document |
| June 12, 2018 Filed Jun 14, 2018 19:03 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | GrantClass T Common Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001704540-18-000002 · wf-form4_152900297758623.xml · nonDerivative · entry 1 Smith Wilbur H III · CIK 0001704540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,163 F1 · shares: Upon his re-election as an independent director to the board of directors of the Issuer on June 12, 2018, Mr. Smith was granted 2,500 shares of restricted Class T common stock. The shares of restricted Class T common stock vested immediately as to 20.0% of the shares on the grant date, and the remainder vests on each anniversary thereafter over four years. F2 · balance_after: Includes 1,163 shares of Class T common stock Mr. Smith acquired through the Issuer's distribution reinvestment plan. Read SEC document |
| July 03, 2017 Filed Jul 5, 2017 22:46 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | GrantClass T Common Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001704540-17-000007 · wf-form4_149929477180096.xml · nonDerivative · entry 1 Smith Wilbur H III · CIK 0001704540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,891 F1 · shares: Mr. Smith was granted 5,000 shares of restricted Class T common stock on July 1, 2017. The shares of restricted Class T common stock vested immediately as to 20.0% of the shares on the grant date, and the remainder vests on each anniversary thereafter over four years. F2 · balance_after: Includes 36 shares of Class T common stock Mr. Smith acquired through the Issuer's distribution reinvestment plan. Read SEC document |
| June 13, 2017 Filed Jun 15, 2017 20:37 UTC | American Healthcare REIT, Inc. NONE · Entity 3443 | GrantClass T Common Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001704540-17-000005 · wf-form4_149755905354223.xml · nonDerivative · entry 1 Smith Wilbur H III · CIK 0001704540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,855 F1 · shares: Upon his re-election as an independent director to the board of directors of the Issuer on June 13, 2017, Mr. Smith was granted 2,500 shares of restricted Class T common stock. The shares of restricted Class T common stock vested immediately as to 20.0% of the shares on the grant date, and the remainder vests on each anniversary thereafter over four years. F2 · balance_after: Includes 56 shares of Class T common stock Mr. Smith acquired through the Issuer's distribution reinvestment plan. 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.