Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INDEPENDENCE REALTY TRUST, INC.IRT · Entity 4065 | Director | May 16, 2017 | May 17, 2017 |
| PENNSYLVANIA REAL ESTATE INVESTMENT TRUSTPEI · Entity 92323 | EVP and CFO | December 23, 2019 | December 26, 2019 |
| UNIVERSAL HEALTH REALTY INCOME TRUSTUHT · Entity 5381 | Director | June 10, 2026 | June 11, 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.
INDEPENDENCE REALTY TRUST, INC.
Report date May 16, 2017 · Filed May 17, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,966 |
Reported balance
After 2017-05-16 transaction · row 1
1 source rowRow 1 · 2017-05-16 · Grant · Acquired 4,966 · Balance 23,966 |
PENNSYLVANIA REAL ESTATE INVESTMENT TRUST
Report date December 23, 2019 · Filed December 26, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Shares of Beneficial Interest, par value $1.00 per shareSEC Table I · non-derivative | Direct | 328,476 |
Reported balance
After 2019-12-23 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-12-23 · Tax withholding · Disposed 99,870 · Balance 328,476 F1: Includes 299,832 total shares held pursuant to employee share purchase plans. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 299,832 total shares held pursuant to employee share purchase plans.
UNIVERSAL HEALTH REALTY INCOME TRUST
Report date June 10, 2026 · Filed June 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Shares Of Beneficial InterestSEC Table I · non-derivative | Direct | 14,069 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 819 · Balance 14,069 F1: These restricted shares of beneficial interest were granted pursuant to the Amended and Restated Universal Health Realty Income Trust 2007 Restricted Stock Plan and shall vest on the second anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted shares of beneficial interest were granted pursuant to the Amended and Restated Universal Health Realty Income Trust 2007 Restricted Stock Plan and shall vest on the second anniversary 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 |
|---|---|---|---|---|---|---|
| June 10, 2026 Filed Jun 11, 2026 20:29 UTC | UNIVERSAL HEALTH REALTY INCOME TRUST UHT · Entity 5381 | GrantShares Of Beneficial Interest | 819 | $0.00 | $0.00 |
DisclosureSEC source: 0000798783-26-000009 · form4.xml · nonDerivative · entry 1 McCadden Robert F · CIK 0001290896 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,069 F1 · shares: These restricted shares of beneficial interest were granted pursuant to the Amended and Restated Universal Health Realty Income Trust 2007 Restricted Stock Plan and shall vest on the second anniversary of the grant date. Read SEC document |
| June 11, 2025 Filed Jun 12, 2025 20:24 UTC | UNIVERSAL HEALTH REALTY INCOME TRUST UHT · Entity 5381 | GrantShares Of Beneficial Interest | 821 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-017357 · form4.xml · nonDerivative · entry 1 McCadden Robert F · CIK 0001290896 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,250 F1 · shares: These restricted shares of beneficial interest were granted pursuant to the Amended and Restated Universal Health Realty Income Trust 2007 Restricted Stock Plan and shall vest on the second anniversary of the grant date. Read SEC document |
| June 05, 2024 Filed Jun 6, 2024 20:23 UTC | UNIVERSAL HEALTH REALTY INCOME TRUST UHT · Entity 5381 | GrantShares Of Beneficial Interest | 785 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-018053 · form4.xml · nonDerivative · entry 1 McCadden Robert F · CIK 0001290896 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,429 F1 · shares: These restricted shares of beneficial interest were granted pursuant to the Amended and Restated Universal Health Realty Income Trust 2007 Restricted Stock Plan and shall vest on the second anniversary of the grant date. Read SEC document |
| May 09, 2024 Filed May 9, 2024 20:32 UTC | UNIVERSAL HEALTH REALTY INCOME TRUST UHT · Entity 5381 | PurchaseShares Of Beneficial Interest | 2,000 | $37.38 | $74,760.00 |
DisclosureSEC source: 0001127602-24-014797 · form4.xml · nonDerivative · entry 1 McCadden Robert F · CIK 0001290896 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,644 F1 · kind: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $37.30 to $37.47, inclusive. The reporting person undertakes to provide Universal Health Realty Income Trust (the "Trust"), any stockholder of the Trust, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in Footnote 1. Read SEC document |
| June 07, 2023 Filed Jun 8, 2023 20:15 UTC | UNIVERSAL HEALTH REALTY INCOME TRUST UHT · Entity 5381 | GrantShares Of Beneficial Interest | 598 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-018268 · form4.xml · nonDerivative · entry 1 McCadden Robert F · CIK 0001290896 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,644 F1 · shares: These restricted shares of beneficial interest were granted pursuant to the Amended and Restated Universal Health Realty Income Trust 2007 Restricted Stock Plan and shall vest on the second anniversary of the grant date. Read SEC document |
| March 10, 2023 Filed Mar 10, 2023 21:28 UTC | UNIVERSAL HEALTH REALTY INCOME TRUST UHT · Entity 5381 | PurchaseShares Of Beneficial Interest | 1,000 | $48.12 | $48,123.10 |
DisclosureSEC source: 0001127602-23-009757 · form4.xml · nonDerivative · entry 1 McCadden Robert F · CIK 0001290896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,046 F1 · kind: All shares were purchased at the same price of $48.1231. Read SEC document |
| June 08, 2022 Filed Jun 10, 2022 17:22 UTC | UNIVERSAL HEALTH REALTY INCOME TRUST UHT · Entity 5381 | GrantShares Of Beneficial Interest | 546 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-017204 · form4.xml · nonDerivative · entry 1 McCadden Robert F · CIK 0001290896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,046 F1 · shares: These restricted shares of beneficial interest were granted pursuant to the Amended and Restated Universal Health Realty Income Trust 2007 Restricted Stock Plan and shall vest on the second anniversary of the grant date. Read SEC document |
| May 11, 2022 Filed May 12, 2022 18:00 UTC | UNIVERSAL HEALTH REALTY INCOME TRUST UHT · Entity 5381 | PurchaseShares Of Beneficial Interest | 500 | $47.81 | $23,902.60 |
DisclosureSEC source: 0001127602-22-014226 · form4.xml · nonDerivative · entry 2 McCadden Robert F · CIK 0001290896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 F2 · price: All shares were purchased at the same price of $47.8052. Read SEC document |
| May 10, 2022 Filed May 12, 2022 18:00 UTC | UNIVERSAL HEALTH REALTY INCOME TRUST UHT · Entity 5381 | PurchaseShares Of Beneficial Interest | 2,000 | $47.88 | $95,760.00 |
DisclosureSEC source: 0001127602-22-014226 · form4.xml · nonDerivative · entry 1 McCadden Robert F · CIK 0001290896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in two separate transactions with 1,000 shares purchased at $47.72 and 1,000 shares purchased at $48.04. Read SEC document |
| June 02, 2021 Filed Jun 3, 2021 18:23 UTC | UNIVERSAL HEALTH REALTY INCOME TRUST UHT · Entity 5381 | GrantShares Of Beneficial Interest | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-018905 · form4.xml · nonDerivative · entry 1 McCadden Robert F · CIK 0001290896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 F1 · shares: These restricted shares of beneficial interest were granted pursuant to the Amended and Restated Universal Health Realty Income Trust 2007 Restricted Stock Plan and shall vest on the second anniversary of the grant date. Read SEC document |
| July 30, 2020 Filed Jul 30, 2020 22:19 UTC | UNIVERSAL HEALTH REALTY INCOME TRUST UHT · Entity 5381 | PurchaseShares Of Beneficial Interest | 1,000 | $68.33 | $68,330.00 |
DisclosureSEC source: 0001127602-20-022290 · form4.xml · nonDerivative · entry 1 McCadden Robert F · CIK 0001290896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,600 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $68.2250 to $68.4406, inclusive. The reporting person undertakes to provide Universal Health Realty Income Trust (the "Trust"), any stockholder of the Trust, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in Footnote 1. Read SEC document |
| June 03, 2020 Filed Jun 4, 2020 20:55 UTC | UNIVERSAL HEALTH REALTY INCOME TRUST UHT · Entity 5381 | GrantShares Of Beneficial Interest | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-018865 · form4.xml · nonDerivative · entry 1 McCadden Robert F · CIK 0001290896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,600 F1 · shares: These restricted shares of beneficial interest were granted pursuant to the Amended and Restated Universal Health Realty Income Trust 2007 Restricted Stock Plan and shall vest on the second anniversary of the grant date. Read SEC document |
| December 23, 2019 Filed Dec 26, 2019 11:19 UTC | PENNSYLVANIA REAL ESTATE INVESTMENT TRUST PEI · Entity 92323 | Tax withholdingShares of Beneficial Interest, par value $1.00 per share | 99,870 | $5.38 | $537,300.60 |
DisclosureSEC source: 0001767657-19-000002 · primary_doc.xml · nonDerivative · entry 1 McCadden Robert F · CIK 0001290896 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 328,476 F1 · balance_after: Includes 299,832 total shares held pursuant to employee share purchase plans. Read SEC document |
| June 12, 2019 Filed Jun 13, 2019 16:29 UTC | UNIVERSAL HEALTH REALTY INCOME TRUST UHT · Entity 5381 | GrantShares Of Beneficial Interest | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-021513 · form4.xml · nonDerivative · entry 1 McCadden Robert F · CIK 0001290896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,200 F1 · shares: These restricted shares of beneficial interest were granted pursuant to the Amended and Restated Universal Health Realty Income Trust 2007 Restricted Stock Plan and shall vest on the second anniversary of the grant date. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 18:08 UTC | PENNSYLVANIA REAL ESTATE INVESTMENT TRUST PEI · Entity 92323 | Tax withholdingShares of Beneficial Interest, par value $1.00 per share | 13,853 | $6.81 | $94,338.93 |
DisclosureSEC source: 0001732086-19-000004 · primary_doc.xml · nonDerivative · entry 1 McCadden Robert F · CIK 0001290896 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 428,346 F1 · balance_after: Includes 299,832 total shares held pursuant to employee share purchase plans. Read SEC document |
| January 29, 2019 Filed Jan 31, 2019 17:22 UTC | PENNSYLVANIA REAL ESTATE INVESTMENT TRUST PEI · Entity 92323 | GrantShares of Beneficial Interest, par value $1.00 per share | 65,713 | $0.00 | $0.00 |
DisclosureSEC source: 0001742240-19-000003 · primary_doc.xml · nonDerivative · entry 1 McCadden Robert F · CIK 0001290896 · EVP and Chief Financial Office 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 442,199 F1 · price: Grant of restricted shares for no consideration. F2 · balance_after: Includes 284,584 total shares held pursuant to employee share purchase plan. Read SEC document |
| June 13, 2018 Filed Jun 14, 2018 20:42 UTC | UNIVERSAL HEALTH REALTY INCOME TRUST UHT · Entity 5381 | GrantShares Of Beneficial Interest | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-020922 · form4.xml · nonDerivative · entry 1 McCadden Robert F · CIK 0001290896 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,800 F1 · shares: These restricted shares of beneficial interest were granted pursuant to the Amended and Restated Universal Health Realty Income Trust 2007 Restricted Stock Plan and shall vest on the second anniversary of the grant date. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 16:55 UTC | PENNSYLVANIA REAL ESTATE INVESTMENT TRUST PEI · Entity 92323 | Tax withholdingShares of Beneficial Interest, par value $1.00 per share | 10,387 | $10.27 | $106,622.56 |
DisclosureSEC source: 0001637110-18-000002 · primary_doc.xml · nonDerivative · entry 1 McCadden Robert F · CIK 0001290896 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 376,486 F1 · balance_after: Includes 284,584 total shares held in two employee share purchase plans. Read SEC document |
| January 19, 2018 Filed Jan 23, 2018 16:44 UTC | PENNSYLVANIA REAL ESTATE INVESTMENT TRUST PEI · Entity 92323 | GrantShares of Beneficial Interest, par value $1.00 per share | 38,745 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001351595-18-000004 · primary_doc.xml · nonDerivative · entry 1 McCadden Robert F · CIK 0001290896 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 386,873 F1 · price: Grant of restricted shares for no consideration. F2 · balance_after: Includes 273,006 total shares held in two employee share purchase plans. Read SEC document |
| June 19, 2017 Filed Jun 21, 2017 14:10 UTC | PENNSYLVANIA REAL ESTATE INVESTMENT TRUST PEI · Entity 92323 | PurchaseShares of Beneficial Interest, par value $1.00 per share6/19 | 10,000 | $10.88 | $108,800.00 |
DisclosureSEC source: 0001351595-17-000018 · primary_doc.xml · nonDerivative · entry 1 McCadden Robert F · CIK 0001290896 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 346,927 F1 · balance_after: Includes 271,806 total shares held in two employee share purchase plans. Read SEC document |
| June 07, 2017 Filed Jun 7, 2017 18:19 UTC | UNIVERSAL HEALTH REALTY INCOME TRUST UHT · Entity 5381 | GrantShares Of Beneficial Interest | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-020773 · form4.xml · nonDerivative · entry 1 McCadden Robert F · CIK 0001290896 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,400 F1 · shares: These restricted shares of beneficial interest were granted pursuant to the Amended and Restated Universal Health Realty Income Trust 2007 Restricted Stock Plan and shall vest on the second anniversary of the grant date. Read SEC document |
| May 16, 2017 Filed May 17, 2017 20:47 UTC | INDEPENDENCE REALTY TRUST, INC. IRT · Entity 4065 | GrantCommon Stock | 4,966 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-033159 · doc4.xml · nonDerivative · entry 1 McCadden Robert F · CIK 0001290896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,966 Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 19:27 UTC | PENNSYLVANIA REAL ESTATE INVESTMENT TRUST PEI · Entity 92323 | GrantShares of Beneficial Interest, par value $1.00 per share | 24,983 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001351595-17-000012 · primary_doc.xml · nonDerivative · entry 1 McCadden Robert F · CIK 0001290896 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336,927 F1 · price: Grant of restricted shares for no consideration. F2 · balance_after: Includes 271,806 total shares held in two employee share purchase plans. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 16:29 UTC | PENNSYLVANIA REAL ESTATE INVESTMENT TRUST PEI · Entity 92323 | Tax withholdingShares of Beneficial Interest, par value $1.00 per share | 10,207 | $17.43 | $177,908.01 |
DisclosureSEC source: 0001351595-17-000002 · primary_doc.xml · nonDerivative · entry 1 McCadden Robert F · CIK 0001290896 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 311,944 F1 · balance_after: Includes 271,806 total shares held in two employee share purchase plans. 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.