Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIVERSAL HEALTH REALTY INCOME TRUSTUHT · Entity 5381 | Vice President | 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.
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 | 6,184 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 1,598 · Balance 6,184 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 20:43 UTC | UNIVERSAL HEALTH REALTY INCOME TRUST UHT · Entity 5381 | GrantShares Of Beneficial Interest | 1,598 | $0.00 | $0.00 |
DisclosureSEC source: 0000798783-26-000020 · form4.xml · nonDerivative · entry 1 Peterson Karla J · CIK 0001943762 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,184 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, 2026 Filed Jun 5, 2026 20:18 UTC | UNIVERSAL HEALTH REALTY INCOME TRUST UHT · Entity 5381 | Tax withholdingShares Of Beneficial Interest | 462 | $40.38 | $18,655.56 |
DisclosureSEC source: 0000798783-26-000002 · form4.xml · nonDerivative · entry 1 Peterson Karla J · CIK 0001943762 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,586 Read SEC document |
| June 11, 2025 Filed Jun 12, 2025 20:41 UTC | UNIVERSAL HEALTH REALTY INCOME TRUST UHT · Entity 5381 | GrantShares Of Beneficial Interest | 1,540 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-017372 · form4.xml · nonDerivative · entry 1 Peterson Karla J · CIK 0001943762 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,048 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 07, 2025 Filed Jun 9, 2025 20:36 UTC | UNIVERSAL HEALTH REALTY INCOME TRUST UHT · Entity 5381 | Tax withholdingShares Of Beneficial Interest | 350 | $40.26 | $14,091.00 |
DisclosureSEC source: 0001127602-25-017085 · form4.xml · nonDerivative · entry 1 Peterson Karla J · CIK 0001943762 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,508 Read SEC document |
| June 05, 2024 Filed Jun 6, 2024 20:39 UTC | UNIVERSAL HEALTH REALTY INCOME TRUST UHT · Entity 5381 | GrantShares Of Beneficial Interest | 1,556 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-018078 · form4.xml · nonDerivative · entry 1 Peterson Karla J · CIK 0001943762 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,858 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 07, 2023 Filed Jun 8, 2023 20:34 UTC | UNIVERSAL HEALTH REALTY INCOME TRUST UHT · Entity 5381 | GrantShares Of Beneficial Interest | 1,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-018303 · form4.xml · nonDerivative · entry 1 Peterson Karla J · CIK 0001943762 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,302 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 |
| September 07, 2022 Filed Sep 9, 2022 15:20 UTC | UNIVERSAL HEALTH REALTY INCOME TRUST UHT · Entity 5381 | GrantShares Of Beneficial Interest | 1,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-022224 · form4.xml · nonDerivative · entry 1 Peterson Karla J · CIK 0001943762 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,122 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.