Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CNL Healthcare Properties II, Inc.N/A · Entity 154777 | Director · See remarks | September 20, 2019 | September 24, 2019 |
| 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.
CNL Healthcare Properties II, Inc.
Report date September 20, 2019 · Filed September 24, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 7,850.186 |
Reported balance
After 2019-09-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-09-20 · Other · Disposed 1,435.729 · Balance 7,850.186 F1: Represents shares withheld to satisfy tax liability in connection with the vesting of 3,817.729 restricted stock units ("RSUs") on September 20, 2019. F2: The shares reported in this box are stated as of September 20, 2019 and are comprised entirely of Class A common stock of CNL Healthcare Properties II, Inc. (the "Company"). Share amounts presented include additional shares acquired through distribution reinvestment. F3: On August 4, 2016, CHP II Advisors, LLC granted 10,000 RSUs to the Reporting Person. The 10,000 RSUs granted to the Reporting Person have all vested. Each RSU, upon vesting, was settled in one share of Class A common stock of the Company. The RSUs were subject to specified vesting and settlement provisions. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to satisfy tax liability in connection with the vesting of 3,817.729 restricted stock units ("RSUs") on September 20, 2019.
F2: The shares reported in this box are stated as of September 20, 2019 and are comprised entirely of Class A common stock of CNL Healthcare Properties II, Inc. (the "Company"). Share amounts presented include additional shares acquired through distribution reinvestment.
F3: On August 4, 2016, CHP II Advisors, LLC granted 10,000 RSUs to the Reporting Person. The 10,000 RSUs granted to the Reporting Person have all vested. Each RSU, upon vesting, was settled in one share of Class A common stock of the Company. The RSUs were subject to specified vesting and settlement provisions.
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 | 4,940 |
Reported balance
After 2026-06-11 transaction · row 1
1 source rowRow 1 · 2026-06-11 · Grant · Acquired 4,132 · Balance 4,940 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.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CNL Healthcare Properties, Inc.
Report date March 10, 2026 · Filed March 11, 2026
Section 16 reporting ended · disclosed 2026-03-11. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-03-10 transaction · row 1
1 source rowRow 1 · 2026-03-10 · Disposition to issuer · Disposed 6,133 · Balance 0 F1: These shares were disposed of pursuant to the Agreement and Plan of Merger, dated as of November 4, 2025, by and among CNL Healthcare Properties, Inc. (the Company ), Sonida Senior Living, Inc. ("SNDA"), SSL Sparti LLC, a wholly owned subsidiary of SNDA ("Holdco"), SSL Sparti Property Holdings Inc., a wholly owned subsidiary of Holdco (f/k/a Sparti Merger Sub, Inc.), and CHP Merger Corp., a wholly owned subsidiary of the Company (as amended from time to time, the "Merger Agreement"). In connection with the closing of the transactions contemplated by the Merger Agreement, for each share of the Company's common stock held by the reporting person, the reporting person received (i) on March 10, 2026, 0.1318 of a share of SNDA common stock and cash in lieu of fractional shares and (ii) on March 11, 2026, $2.32 in cash, F2: (Continued from footnote 1) for a total consideration of $4.74 per share based on the Closing VWAP (as defined in the Mer-ger Agreement) for the ten-day period ending on March 6, 2026 and subject to the collar mechanism described therein. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were disposed of pursuant to the Agreement and Plan of Merger, dated as of November 4, 2025, by and among CNL Healthcare Properties, Inc. (the Company ), Sonida Senior Living, Inc. ("SNDA"), SSL Sparti LLC, a wholly owned subsidiary of SNDA ("Holdco"), SSL Sparti Property Holdings Inc., a wholly owned subsidiary of Holdco (f/k/a Sparti Merger Sub, Inc.), and CHP Merger Corp., a wholly owned subsidiary of the Company (as amended from time to time, the "Merger Agreement"). In connection with the closing of the transactions contemplated by the Merger Agreement, for each share of the Company's common stock held by the reporting person, the reporting person received (i) on March 10, 2026, 0.1318 of a share of SNDA common stock and cash in lieu of fractional shares and (ii) on March 11, 2026, $2.32 in cash,
F2: (Continued from footnote 1) for a total consideration of $4.74 per share based on the Closing VWAP (as defined in the Mer-ger Agreement) for the ten-day period ending on March 6, 2026 and subject to the collar mechanism described therein.
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 00:08 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | GrantCommon Stock | 4,132 | $0.00 | $0.00 |
DisclosureSEC source: 0001528578-26-000003 · wk-form4_1781568492.xml · nonDerivative · entry 1 Mauldin Stephen H · CIK 0001528578 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,940 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 10, 2026 Filed Mar 11, 2026 18:42 UTC | CNL Healthcare Properties, Inc. NONE · Entity 61503 | Disposition to issuerCommon Stock | 6,133 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-102621 · ownership.xml · nonDerivative · entry 1 Mauldin Stephen H · CIK 0001528578 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: These shares were disposed of pursuant to the Agreement and Plan of Merger, dated as of November 4, 2025, by and among CNL Healthcare Properties, Inc. (the Company ), Sonida Senior Living, Inc. ("SNDA"), SSL Sparti LLC, a wholly owned subsidiary of SNDA ("Holdco"), SSL Sparti Property Holdings Inc., a wholly owned subsidiary of Holdco (f/k/a Sparti Merger Sub, Inc.), and CHP Merger Corp., a wholly owned subsidiary of the Company (as amended from time to time, the "Merger Agreement"). In connection with the closing of the transactions contemplated by the Merger Agreement, for each share of the Company's common stock held by the reporting person, the reporting person received (i) on March 10, 2026, 0.1318 of a share of SNDA common stock and cash in lieu of fractional shares and (ii) on March 11, 2026, $2.32 in cash, F2 · price: (Continued from footnote 1) for a total consideration of $4.74 per share based on the Closing VWAP (as defined in the Mer-ger Agreement) for the ten-day period ending on March 6, 2026 and subject to the collar mechanism described therein. Read SEC document |
| September 20, 2019 Filed Sep 24, 2019 21:20 UTC | CNL Healthcare Properties II, Inc. N/A · Entity 154777 | OtherClass A Common Stock | 1,435.729 | $9.92 | $14,242.43 |
DisclosureSEC source: 0000899243-19-024177 · doc4.xml · nonDerivative · entry 1 Mauldin Stephen H · CIK 0001528578 · Director · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,850.186 F1 · kind: Represents shares withheld to satisfy tax liability in connection with the vesting of 3,817.729 restricted stock units ("RSUs") on September 20, 2019. F2 · balance_after: The shares reported in this box are stated as of September 20, 2019 and are comprised entirely of Class A common stock of CNL Healthcare Properties II, Inc. (the "Company"). Share amounts presented include additional shares acquired through distribution reinvestment. F3 · balance_after: On August 4, 2016, CHP II Advisors, LLC granted 10,000 RSUs to the Reporting Person. The 10,000 RSUs granted to the Reporting Person have all vested. Each RSU, upon vesting, was settled in one share of Class A common stock of the Company. The RSUs were subject to specified vesting and settlement provisions. Read SEC document |
| October 19, 2018 Filed Oct 22, 2018 20:01 UTC | CNL Healthcare Properties II, Inc. N/A · Entity 154777 | OtherClass A Common Stock | 899 | $10.06 | $9,043.94 |
DisclosureSEC source: 0000899243-18-027161 · doc4.xml · nonDerivative · entry 1 Mauldin Stephen H · CIK 0001528578 · Director · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,157.705 F1 · kind: Represents shares withheld to satisfy tax liability in connection with the vesting of 3,689 restricted stock units ("RSUs") on September 1, 2018. F2 · balance_after: The shares reported in this box are stated as of October 19, 2018, and include 5,468.186 shares of Class A common stock of CNL Healthcare Properties II, Inc. (the "Company") and 3,689.519 RSUs awarded to the Reporting Person that are subject to specified vesting and settlement provisions. Share amounts presented include additional shares acquired through distribution reinvestment. F3 · balance_after: On August 4, 2016, CHP II Advisors, LLC granted 10,000 RSUs to the Reporting Person. Each RSU will, upon vesting, be settled in one share of Class A common stock of the Company. The RSUs are subject to specified vesting and settlement provisions. Each RSU will, upon vesting, be settled in one share of Class A common stock of the Company. Read SEC document |
| September 01, 2017 Filed Feb 14, 2018 23:15 UTC | CNL Healthcare Properties II, Inc. N/A · Entity 154777 | OtherClass A Common Stock | 964 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-003911 · doc5.xml · nonDerivative · entry 1 Mauldin Stephen H · CIK 0001528578 · Director · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,604 F1 · kind: Represents shares withheld to satisfy tax liability in connection with the vesting of 3,522 restricted stock units ("RSUs") on September 1, 2017. F2 · balance_after: The shares reported in this box are stated as of December 31, 2017, and include 2,558 shares of Class A common stock of CNL Healthcare Properties II, Inc. (the "Company") and approximately 7,046 RSUs awarded to the Reporting Person that are subject to specified vesting and settlement provisions. Share amounts presented include additional shares acquired through distribution reinvestment. F3 · balance_after: On August 4, 2016, CHP II Advisors, LLC granted 10,000 RSUs to the Reporting Person. Each RSU will, upon vesting, be settled in one share of Class A common stock of the Company, Inc. The RSUs are subject to specified vesting and settlement provisions. Each RSU will, upon vesting, be settled in one share of Class A common stock of the Company. 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.