Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Healthcare Realty Trust IncHTA · Entity 3726 | Director | July 07, 2021 | July 09, 2021 |
| Lumexa Imaging Holdings, Inc.LMRI · Entity 4888 | Director | June 10, 2026 | June 12, 2026 |
| Walgreens Boots Alliance, Inc.WBA · Entity 16467 | EVP, Pres. Walgreens Pharmacy | November 01, 2022 | November 03, 2022 |
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.
Healthcare Realty Trust Inc
Report date July 07, 2021 · Filed July 09, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,088 |
Reported balance
After 2021-07-07 transaction · row 1
1 source rowRow 1 · 2021-07-07 · Grant · Acquired 3,671 · Balance 9,088 F1: Represents the grant of 3,671 shares of the issuer's common stock, such grant to vest in five installments with 734 shares vesting on each of the grant date and July 7, 2022, July 7, 2023, and July 7, 2024 and 735 shares vesting on July 7, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of 3,671 shares of the issuer's common stock, such grant to vest in five installments with 734 shares vesting on each of the grant date and July 7, 2022, July 7, 2023, and July 7, 2024 and 735 shares vesting on July 7, 2025.
Lumexa Imaging Holdings, Inc.
Report date June 10, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,358 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 19,358 · Balance 19,358 F1: Represents restricted stock units ("RSUs"), each one of which represents the contingent right to receive one share of the Issuer's common stock. The RSUs will vest on the earlier of the one-year anniversary of the grant date and the next annual meeting of the Issuer's stockholders following the grant date, subject to the Reporting Person's continued service with the Issuer. |
| Common StockSEC Table I · non-derivative | IndirectBy Cooper Family Trust | 30,000 |
Reported balance
Holding disclosure · report date 2026-06-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 30,000 F2: These shares are directly owned by Cooper Family Trust, a revocable trust of which the Reporting Person and his spouse serve as co-trustees. The Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of the reported shares for purposes of Section 16 or for any other purposes. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs"), each one of which represents the contingent right to receive one share of the Issuer's common stock. The RSUs will vest on the earlier of the one-year anniversary of the grant date and the next annual meeting of the Issuer's stockholders following the grant date, subject to the Reporting Person's continued service with the Issuer.
F2: These shares are directly owned by Cooper Family Trust, a revocable trust of which the Reporting Person and his spouse serve as co-trustees. The Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of the reported shares for purposes of Section 16 or for any other purposes.
Walgreens Boots Alliance, Inc.
Report date November 01, 2022 · Filed November 03, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,563 |
Reported balance
After 2022-11-01 transaction · row 1
1 source rowRow 1 · 2022-11-01 · Grant · Acquired 32,544 · Balance 32,563 F1: Restricted stock unit award granted under the Walgreens Boots Alliance, Inc. 2021 Omnibus Incentive Plan (together with the related award agreement and the applicable election forms thereunder, the "Plan") vests in one-third increments on each of the first, second and third anniversaries of the November 1, 2022 date of grant, subject to acceleration or forfeiture in certain circumstances in accordance with the terms and conditions of the Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock unit award granted under the Walgreens Boots Alliance, Inc. 2021 Omnibus Incentive Plan (together with the related award agreement and the applicable election forms thereunder, the "Plan") vests in one-third increments on each of the first, second and third anniversaries of the November 1, 2022 date of grant, subject to acceleration or forfeiture in certain circumstances in accordance with the terms and conditions of the Plan.
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 10, 2026 Filed Jun 12, 2026 16:22 UTC | Lumexa Imaging Holdings, Inc. LMRI · Entity 4888 | GrantCommon Stock | 19,358 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-26-002934 · form4.xml · nonDerivative · entry 1 Cooper Henry Lee · CIK 0001799418 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,358 F1 · shares: Represents restricted stock units ("RSUs"), each one of which represents the contingent right to receive one share of the Issuer's common stock. The RSUs will vest on the earlier of the one-year anniversary of the grant date and the next annual meeting of the Issuer's stockholders following the grant date, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| May 14, 2026 Filed May 18, 2026 16:12 UTC | Lumexa Imaging Holdings, Inc. LMRI · Entity 4888 | PurchaseCommon Stock | 30,000 | $7.44 | $223,113.00 |
DisclosureSEC source: 0000905148-26-002503 · form4.xml · nonDerivative · entry 1 Cooper Henry Lee · CIK 0001799418 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Cooper Family Trust Disclosed balance after: 30,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $7.32 to $7.50, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth herein. F2 · ownership.nature: These shares are directly owned by Cooper Family Trust, a revocable trust of which the Reporting Person and his spouse serve as co-trustees. The Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of the reported shares for purposes of Section 16 or for any other purposes. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 19:59 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | GrantCommon Stock | 32,544 | $0.00 | $0.00 |
DisclosureSEC source: 0001618921-22-000087 · wf-form4_166751994406580.xml · nonDerivative · entry 1 Cooper Henry Lee · CIK 0001799418 · EVP, Pres. Walgreens Pharmacy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,563 F1 · kind: Restricted stock unit award granted under the Walgreens Boots Alliance, Inc. 2021 Omnibus Incentive Plan (together with the related award agreement and the applicable election forms thereunder, the "Plan") vests in one-third increments on each of the first, second and third anniversaries of the November 1, 2022 date of grant, subject to acceleration or forfeiture in certain circumstances in accordance with the terms and conditions of the Plan. Read SEC document |
| July 07, 2021 Filed Jul 9, 2021 20:21 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 3,671 | $27.24 | $99,998.04 |
DisclosureSEC source: 0001360604-21-000043 · wf-form4_162586205654776.xml · nonDerivative · entry 1 Cooper Henry Lee · CIK 0001799418 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,088 F1 · shares: Represents the grant of 3,671 shares of the issuer's common stock, such grant to vest in five installments with 734 shares vesting on each of the grant date and July 7, 2022, July 7, 2023, and July 7, 2024 and 735 shares vesting on July 7, 2025. Read SEC document |
| July 07, 2020 Filed Jul 9, 2020 22:05 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 3,737 | $26.76 | $100,002.12 |
DisclosureSEC source: 0001360604-20-000065 · wf-form4_159433230623190.xml · nonDerivative · entry 1 Cooper Henry Lee · CIK 0001799418 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,417 F1 · shares: Represents the grant of 3,737 shares of the issuer's common stock, such grant to vest in five installments with 748 shares vesting on each of the grant date and July 7, 2021 and 747 shares vesting on each of July 7, 2022, July 7, 2023, and July 7, 2024. Read SEC document |
| January 08, 2020 Filed Jan 9, 2020 22:36 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 1,680 | $29.76 | $49,996.80 |
DisclosureSEC source: 0001360604-20-000015 · wf-form4_157860939999661.xml · nonDerivative · entry 1 Cooper Henry Lee · CIK 0001799418 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,680 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.