Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NATIONAL HEALTH INVESTORS INCNHI · Entity 4125 | Director | March 03, 2026 | March 05, 2026 |
| SONIDA SENIOR LIVING, INC.SNDA · Entity 4563 | Director | June 11, 2026 | June 16, 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.
NATIONAL HEALTH INVESTORS INC
Report date March 03, 2026 · Filed March 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,268 |
Reported balance
After 2026-03-03 transaction · row 1
1 source rowRow 1 · 2026-03-03 · Grant · Acquired 1,268 · Balance 1,268 F1: Represents a grant of restricted stock awarded on March 3, 2026, which vests in full on March 3, 2027, subject to the reporting person's continued service as a director through such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock awarded on March 3, 2026, which vests in full on March 3, 2027, subject to the reporting person's continued service as a director through such date.
SONIDA SENIOR LIVING, INC.
Report date June 11, 2026 · Filed June 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,827 |
Reported balance
After 2026-06-11 transaction · row 1
1 source rowRow 1 · 2026-06-11 · Grant · Acquired 4,132 · Balance 9,827 F1: Reflects a grant of restricted stock units ("RSUs") that will vest in full on June 11, 2027, which is the first anniversary of the grant date, subject to the director continuing as a member of the Issuer's Board of Directors until such time. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a grant of restricted stock units ("RSUs") that will vest in full on June 11, 2027, which is the first anniversary of the grant date, subject to the director continuing as a member of the Issuer's Board of Directors until such time.
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 11, 2026 Filed Jun 16, 2026 00:07 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | GrantCommon Stock | 4,132 | $0.00 | $0.00 |
DisclosureSEC source: 0002023165-26-000003 · wk-form4_1781568419.xml · nonDerivative · entry 1 Donohue Lilly · CIK 0002023165 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,827 F1 · shares: Reflects a grant of restricted stock units ("RSUs") that will vest in full on June 11, 2027, which is the first anniversary of the grant date, subject to the director continuing as a member of the Issuer's Board of Directors until such time. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 22:25 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantCommon Stock | 1,268 | $0.00 | $0.00 |
DisclosureSEC source: 0000877860-26-000084 · form4.xml · nonDerivative · entry 1 Donohue Lilly · CIK 0002023165 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,268 F1 · shares: Represents a grant of restricted stock awarded on March 3, 2026, which vests in full on March 3, 2027, subject to the reporting person's continued service as a director through such date. Read SEC document |
| June 10, 2025 Filed Jun 12, 2025 21:27 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | GrantCommon Stock | 2,985 | $0.00 | $0.00 |
DisclosureSEC source: 0001043000-25-000056 · wk-form4_1749763659.xml · nonDerivative · entry 1 Donohue Lilly · CIK 0002023165 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,695 F1 · shares: Reflects a grant of restricted stock units ("RSUs") that will vest in full on June 10, 2026, which is the first anniversary of the grant date. Read SEC document |
| June 04, 2024 Filed Jun 6, 2024 13:15 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | GrantCommon Stock | 2,710 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-069692 · ownership.xml · nonDerivative · entry 1 Donohue Lilly · CIK 0002023165 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,710 F1 · shares: Shares scheduled to vest in full on June 4, 2025, which is the first anniversary of the grant 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.