Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AH Realty Trust, Inc.AHRT · Entity 5324 | Director | October 08, 2026 | October 09, 2026 |
| Ventas, Inc.VTR · Entity 3044 | Director | May 13, 2026 | May 15, 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.
AH Realty Trust, Inc.
Report date October 08, 2026 · Filed October 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 84,196.19 |
Reported balance
After 2026-10-08 transaction · row 1
1 source rowRow 1 · 2026-10-08 · Purchase · Acquired 1,879.19 · Balance 84,196.19 F1: Shares purchased pursuant to a broker-sponsored dividend reinvestment program. |
| Time-Based LTIP UnitsSEC Table II · derivative / convertible security | Direct | 11,695 |
Reported balance
Holding disclosure · report date 2026-10-08 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 11,695 F2: Represents Time-Based LTIP Units ("Time-Based LTIP Units") in AH Realty Trust, LP (the "Operating Partnership"), the operating partnership of AH Realty Trust, Inc. (the "Company"), and of which the Company is the general partner. Under the agreement of limited partnership of the Operating Partnership (the "OP Agreement") and subject to conditions set forth in the OP Agreement, following the date on which the Time-Based LTIP Units vest, Time-Based LTIP Units are convertible into common units of limited partnership interest in the Operating Partnership ("Common Units"), at the holder's option. Under the award agreement pursuant to which the Time-Based LTIP Units were granted to the reporting person, except in connection with a Change of Control (as defined in the OP Agreement), the Time-Based LTIP Units may not be converted to Common Units until two years following the date of grant. Time-Based LTIP Units have no expiration date. F3: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Common Units have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares purchased pursuant to a broker-sponsored dividend reinvestment program.
F2: Represents Time-Based LTIP Units ("Time-Based LTIP Units") in AH Realty Trust, LP (the "Operating Partnership"), the operating partnership of AH Realty Trust, Inc. (the "Company"), and of which the Company is the general partner. Under the agreement of limited partnership of the Operating Partnership (the "OP Agreement") and subject to conditions set forth in the OP Agreement, following the date on which the Time-Based LTIP Units vest, Time-Based LTIP Units are convertible into common units of limited partnership interest in the Operating Partnership ("Common Units"), at the holder's option. Under the award agreement pursuant to which the Time-Based LTIP Units were granted to the reporting person, except in connection with a Change of Control (as defined in the OP Agreement), the Time-Based LTIP Units may not be converted to Common Units until two years following the date of grant. Time-Based LTIP Units have no expiration date.
F3: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Common Units have no expiration date.
Ventas, Inc.
Report date May 13, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,640 |
Reported balance
After 2026-05-13 transaction · row 1
1 source rowRow 1 · 2026-05-13 · Grant · Acquired 2,047 · Balance 10,640 F1: Restricted stock units granted by Issuer pursuant to the Ventas, Inc. 2022 Incentive Plan. The restricted stock units vest on the earlier of the one-year anniversary of the grant date or the date of Issuer's 2027 Annual Meeting of Stockholders. F2: Represents the closing price per share of Issuer's common stock as of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted by Issuer pursuant to the Ventas, Inc. 2022 Incentive Plan. The restricted stock units vest on the earlier of the one-year anniversary of the grant date or the date of Issuer's 2027 Annual Meeting of Stockholders.
F2: Represents the closing price per share of Issuer's common stock as 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 |
|---|---|---|---|---|---|---|
| October 08, 2026 Filed Oct 9, 2026 21:05 UTC | AH Realty Trust, Inc. AHRT · Entity 5324 | PurchaseCommon Stock | 1,879.19 | $5.96 | $11,199.97 |
DisclosureSEC source: 0001569187-26-000156 · wk-form4_1791579925.xml · nonDerivative · entry 1 BIGMAN THEODORE · CIK 0001042733 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,196.19 F1 · shares: Shares purchased pursuant to a broker-sponsored dividend reinvestment program. Read SEC document |
| September 15, 2026 Filed Sep 16, 2026 20:07 UTC | AH Realty Trust, Inc. AHRT · Entity 5324 | GrantCommon Stock | 2,317 | $6.47 | $14,995.62 |
DisclosureSEC source: 0001569187-26-000152 · wk-form4_1789589220.xml · nonDerivative · entry 1 BIGMAN THEODORE · CIK 0001042733 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,317 F1 · shares: These shares were issued to the director in lieu of a portion of his cash retainer. Read SEC document |
| June 17, 2026 Filed Jun 22, 2026 22:57 UTC | AH Realty Trust, Inc. AHRT · Entity 5324 | GrantTime-Based LTIP Units · Derivative | 11,695 | $0.00 | $0.00 |
DisclosureSEC source: 0001569187-26-000116 · wk-form4_1782169043.xml · derivative · entry 1 BIGMAN THEODORE · CIK 0001042733 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,695 Underlying: Common Stock · 11,695 shares Expires not disclosed F1 · derivative.exercise_price: Represents Time-Based LTIP Units ("Time-Based LTIP Units") in AH Realty Trust, LP (the "Operating Partnership"), the operating partnership of AH Realty Trust, Inc. (the "Company"), and of which the Company is the general partner. Under the agreement of limited partnership of the Operating Partnership (the "OP Agreement") and subject to conditions set forth in the OP Agreement, following the date on which the Time-Based LTIP Units vest, Time-Based LTIP Units are convertible into common units of limited partnership interest in the Operating Partnership ("Common Units"), at the holder's option. Under the award agreement pursuant to which the Time-Based LTIP Units were granted to the reporting person, except in connection with a Change of Control (as defined in the OP Agreement), the Time-Based LTIP Units may not be converted to Common Units until two years following the date of grant. Time-Based LTIP Units have no expiration date. F2 · derivative.exercise_price: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Common Units have no expiration date. F3 · shares: Represents a grant of unvested Time-Based LTIP Units, all of which will vest on the date of the Company's 2027 Annual Meeting of Stockholders. F1 · derivative.exercise_date: Represents Time-Based LTIP Units ("Time-Based LTIP Units") in AH Realty Trust, LP (the "Operating Partnership"), the operating partnership of AH Realty Trust, Inc. (the "Company"), and of which the Company is the general partner. Under the agreement of limited partnership of the Operating Partnership (the "OP Agreement") and subject to conditions set forth in the OP Agreement, following the date on which the Time-Based LTIP Units vest, Time-Based LTIP Units are convertible into common units of limited partnership interest in the Operating Partnership ("Common Units"), at the holder's option. Under the award agreement pursuant to which the Time-Based LTIP Units were granted to the reporting person, except in connection with a Change of Control (as defined in the OP Agreement), the Time-Based LTIP Units may not be converted to Common Units until two years following the date of grant. Time-Based LTIP Units have no expiration date. F2 · derivative.exercise_date: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Common Units have no expiration date. F1 · derivative.expiration_date: Represents Time-Based LTIP Units ("Time-Based LTIP Units") in AH Realty Trust, LP (the "Operating Partnership"), the operating partnership of AH Realty Trust, Inc. (the "Company"), and of which the Company is the general partner. Under the agreement of limited partnership of the Operating Partnership (the "OP Agreement") and subject to conditions set forth in the OP Agreement, following the date on which the Time-Based LTIP Units vest, Time-Based LTIP Units are convertible into common units of limited partnership interest in the Operating Partnership ("Common Units"), at the holder's option. Under the award agreement pursuant to which the Time-Based LTIP Units were granted to the reporting person, except in connection with a Change of Control (as defined in the OP Agreement), the Time-Based LTIP Units may not be converted to Common Units until two years following the date of grant. Time-Based LTIP Units have no expiration date. F2 · derivative.expiration_date: Each Common Unit is redeemable for cash equal to the then-current market value of one share of the Company's common stock or, at the election of the Company, one share of the Company's common stock. Common Units have no expiration date. Read SEC document |
| May 13, 2026 Filed May 15, 2026 21:00 UTC | Ventas, Inc. VTR · Entity 3044 | GrantCommon Stock | 2,047 | $90.35 | $184,946.45 |
DisclosureSEC source: 0001042733-26-000002 · wk-form4_1778878843.xml · nonDerivative · entry 1 BIGMAN THEODORE · CIK 0001042733 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,640 F1 · shares: Restricted stock units granted by Issuer pursuant to the Ventas, Inc. 2022 Incentive Plan. The restricted stock units vest on the earlier of the one-year anniversary of the grant date or the date of Issuer's 2027 Annual Meeting of Stockholders. F2 · price: Represents the closing price per share of Issuer's common stock as of the grant date. Read SEC document |
| May 13, 2025 Filed May 15, 2025 20:53 UTC | Ventas, Inc. VTR · Entity 3044 | GrantCommon Stock | 2,882 | $64.18 | $184,966.76 |
DisclosureSEC source: 0000740260-25-000170 · wk-form4_1747342412.xml · nonDerivative · entry 1 BIGMAN THEODORE · CIK 0001042733 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,593 F1 · shares: Restricted stock units granted by Issuer pursuant to the Ventas, Inc. 2022 Incentive Plan. The restricted stock units vest on the earlier of the one-year anniversary of the grant date or the date of Issuer's 2026 Annual Meeting of Stockholders. F2 · price: Represents the closing price per share of Issuer's common stock as of the grant date. Read SEC document |
| May 14, 2024 Filed May 16, 2024 21:01 UTC | Ventas, Inc. VTR · Entity 3044 | GrantCommon Stock | 3,648 | $47.96 | $174,958.08 |
DisclosureSEC source: 0000740260-24-000156 · wk-form4_1715893253.xml · nonDerivative · entry 1 BIGMAN THEODORE · CIK 0001042733 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,711 F1 · shares: Restricted stock units granted by Issuer pursuant to the Ventas, Inc. 2022 Incentive Plan. The restricted stock units vest on the earlier of the one-year anniversary of the grant date or the date of Issuer's 2025 Annual Meeting of Stockholders. F2 · price: Represents the closing price per share of Issuer's common stock as of the date of the grant. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 22:19 UTC | Ventas, Inc. VTR · Entity 3044 | GrantCommon Stock | 778 | $43.63 | $33,944.14 |
DisclosureSEC source: 0000740260-24-000087 · wk-form4_1710454779.xml · nonDerivative · entry 1 BIGMAN THEODORE · CIK 0001042733 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,063 F1 · shares: Restricted stock units granted by Issuer pursuant to the Ventas, Inc. 2022 Incentive Plan. The restricted stock units vest on the date of the Issuer's next annual meeting of stockholders or, if earlier, the one-year anniversary of the grant date, provided that the reporting person continues to serve as a director of the Issuer on such vesting date. 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.