Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ardent Health, Inc.ARDT · Entity 4664 | Chief Financial Officer | September 25, 2026 | September 29, 2026 |
| Community Healthcare Trust IncCHCT · Entity 5593 | Director | June 20, 2017 | June 21, 2017 |
| Quorum Health CorpQHC · Entity 149783 | EVP & Chief Financial Officer | March 09, 2020 | March 11, 2020 |
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.
Ardent Health, Inc.
Report date September 25, 2026 · Filed September 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 325,794 |
Reported balance
After 2026-09-25 transaction · row 1
1 source rowRow 1 · 2026-09-25 · Tax withholding · Disposed 3,389 · Balance 325,794 F1: Shares withheld for payment of taxes upon vesting of restricted stock units in accordance with Rule 16b-3. F2: Represents the closing price of the common stock of the Issuer on September 25, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld for payment of taxes upon vesting of restricted stock units in accordance with Rule 16b-3.
F2: Represents the closing price of the common stock of the Issuer on September 25, 2026.
Community Healthcare Trust Inc
Report date June 20, 2017 · Filed June 21, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,761 |
Reported balance
After 2017-06-20 transaction · row 1
1 source rowRow 1 · 2017-06-20 · Grant · Acquired 2,015 · Balance 20,761 F1: For 2017, the reporting person elected to take 100% of his Board retainer in the form of shares of restricted stock with a three-year restriction period. Because the reporting person elected to take his Board retainer for 2017 in shares of restricted stock in lieu of cash, the Company awarded him additional shares of restricted stock, equal to 60% of the value of the Board retainer. The price of the securities acquired by the reporting person with respect to the Board retainer is based upon the ten (10) day average stock price of the common stock, which is equal to $25.81. The number of securities issued is equal to the total value of the Board retainer plus the value of the additional shares divided by such 10-day average stock price. |
Filing footnotes · ownership attribution and instrument terms
F1: For 2017, the reporting person elected to take 100% of his Board retainer in the form of shares of restricted stock with a three-year restriction period. Because the reporting person elected to take his Board retainer for 2017 in shares of restricted stock in lieu of cash, the Company awarded him additional shares of restricted stock, equal to 60% of the value of the Board retainer. The price of the securities acquired by the reporting person with respect to the Board retainer is based upon the ten (10) day average stock price of the common stock, which is equal to $25.81. The number of securities issued is equal to the total value of the Board retainer plus the value of the additional shares divided by such 10-day average stock price.
Quorum Health Corp
Report date March 09, 2020 · Filed March 11, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stock, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 274,089 |
Ending reported balance
After 2020-03-09 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-03-09 · Tax withholding · Disposed 12,320 · Balance 279,031 Row 2 · 2020-03-09 · Tax withholding · Disposed 4,942 · Balance 274,089 |
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 |
|---|---|---|---|---|---|---|
| September 25, 2026 Filed Sep 29, 2026 16:54 UTC | Ardent Health, Inc. ARDT · Entity 4664 | Tax withholdingCommon Stock | 3,389 | $10.54 | $35,720.06 |
DisclosureSEC source: 0001628280-26-063792 · wk-form4_1790700864.xml · nonDerivative · entry 1 LUMSDAINE ALFRED · CIK 0001188873 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 325,794 F1 · shares: Shares withheld for payment of taxes upon vesting of restricted stock units in accordance with Rule 16b-3. F2 · price: Represents the closing price of the common stock of the Issuer on September 25, 2026. Read SEC document |
| June 05, 2026 Filed Jun 8, 2026 16:50 UTC | Ardent Health, Inc. ARDT · Entity 4664 | PurchaseCommon Stock | 10,000 | $8.81 | $88,100.00 |
DisclosureSEC source: 0001628280-26-041444 · wk-form4_1780937412.xml · nonDerivative · entry 1 LUMSDAINE ALFRED · CIK 0001188873 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 329,183 Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 20:25 UTC | Ardent Health, Inc. ARDT · Entity 4664 | GrantCommon Stock | 53,846 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023205 · wk-form4_1775161520.xml · nonDerivative · entry 3 LUMSDAINE ALFRED · CIK 0001188873 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 319,183 F4 · shares: Represents restricted stock units that vest in three substantially equal installments on each anniversary of April 1, 2026, subject to the Reporting Person's continued service with the Issuer through each applicable vesting date Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 20:25 UTC | Ardent Health, Inc. ARDT · Entity 4664 | Tax withholdingCommon Stock | 4,381 | $8.67 | $37,983.27 |
DisclosureSEC source: 0001628280-26-023205 · wk-form4_1775161520.xml · nonDerivative · entry 2 LUMSDAINE ALFRED · CIK 0001188873 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 265,337 F1 · shares: Shares withheld for payment of taxes upon vesting of restricted stock units in accordance with Rule 16b-3. F3 · price: Represents the closing price of the common stock of the Issuer on April 1, 2026. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:25 UTC | Ardent Health, Inc. ARDT · Entity 4664 | Tax withholdingCommon Stock | 2,510 | $8.56 | $21,485.60 |
DisclosureSEC source: 0001628280-26-023205 · wk-form4_1775161520.xml · nonDerivative · entry 1 LUMSDAINE ALFRED · CIK 0001188873 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 269,718 F1 · shares: Shares withheld for payment of taxes upon vesting of restricted stock units in accordance with Rule 16b-3. F2 · price: Represents the closing price of the common stock of the Issuer on March 31, 2026. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:18 UTC | Ardent Health, Inc. ARDT · Entity 4664 | GrantCommon Stock | 61,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-017717 · wk-form4_1773433097.xml · nonDerivative · entry 1 LUMSDAINE ALFRED · CIK 0001188873 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 272,228 F1 · shares: Shares earned based on 2024 and 2025 performance under performance vesting restricted stock units awarded on July 18, 2024. Pursuant to the terms of the award, the shares will vest on December 31, 2026 contingent upon service through such date. Read SEC document |
| September 25, 2025 Filed Sep 30, 2025 11:52 UTC | Ardent Health, Inc. ARDT · Entity 4664 | Tax withholdingCommon Stock | 3,389 | $13.19 | $44,700.91 |
DisclosureSEC source: 0001628280-25-043164 · wk-form4_1759233170.xml · nonDerivative · entry 1 LUMSDAINE ALFRED · CIK 0001188873 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 211,147 F1 · shares: Shares withheld for payment of taxes upon vesting of restricted stock units in accordance with Rule 16b-3. F2 · price: Represents the closing price of the common stock of the Issuer on September 25, 2025. Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 21:16 UTC | Ardent Health, Inc. ARDT · Entity 4664 | GrantCommon Stock | 53,971 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016266 · wk-form4_1743628572.xml · nonDerivative · entry 2 LUMSDAINE ALFRED · CIK 0001188873 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 214,536 F3 · shares: Represents restricted stock units that vest in three substantially equal installments on each anniversary of April 1, 2025, subject to the Reporting Person's continued service with the Issuer through each applicable vesting date Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 21:16 UTC | Ardent Health, Inc. ARDT · Entity 4664 | Tax withholdingCommon Stock | 2,510 | $13.75 | $34,512.50 |
DisclosureSEC source: 0001628280-25-016266 · wk-form4_1743628572.xml · nonDerivative · entry 1 LUMSDAINE ALFRED · CIK 0001188873 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,565 F1 · shares: Shares withheld for payment of taxes upon vesting of restricted stock units in accordance with Rule 16b-3. F2 · price: Represents the closing price of the common stock of the Issuer on March 31, 2025. Read SEC document |
| September 25, 2024 Filed Sep 27, 2024 20:51 UTC | Ardent Health, Inc. ARDT · Entity 4664 | GrantCommon Stock | 41,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-041484 · wk-form4_1727470258.xml · nonDerivative · entry 1 LUMSDAINE ALFRED · CIK 0001188873 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,075 F1 · shares: Represents restricted stock units that vest in 3 substantially equal installments on each anniversary of September 25, 2024, subject to the Reporting Person's continued service with the Issuer through each applicable vesting date. Read SEC document |
| July 18, 2024 Filed Jul 22, 2024 21:52 UTC | Ardent Health, Inc. ARDT · Entity 4664 | GrantCommon Stock | 30,922 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-24-001953 · form4.xml · nonDerivative · entry 1 LUMSDAINE ALFRED · CIK 0001188873 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,333 F1 · shares: Represents restricted stock units that vest in 3 substantially equal installments on each anniversary of March 31, 2024, subject to the Reporting Person's continued service with the Issuer through each applicable vesting date. Read SEC document |
| March 09, 2020 Filed Mar 11, 2020 21:56 UTC | Quorum Health Corp QHC · Entity 149783 | Tax withholdingCommon stock, par value $0.0001 per share | 4,942 | $1.01 | $4,991.42 |
DisclosureSEC source: 0001493152-20-003746 · ownership.xml · nonDerivative · entry 2 LUMSDAINE ALFRED · CIK 0001188873 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 274,089 Read SEC document |
| March 09, 2020 Filed Mar 11, 2020 21:56 UTC | Quorum Health Corp QHC · Entity 149783 | Tax withholdingCommon stock, par value $0.0001 per share | 12,320 | $1.01 | $12,443.20 |
DisclosureSEC source: 0001493152-20-003746 · ownership.xml · nonDerivative · entry 1 LUMSDAINE ALFRED · CIK 0001188873 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,031 Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 20:24 UTC | Quorum Health Corp QHC · Entity 149783 | Tax withholdingCommon stock, par value $0.0001 per share | 3,707 | $1.13 | $4,188.91 |
DisclosureSEC source: 0001493152-20-002720 · ownership.xml · nonDerivative · entry 1 LUMSDAINE ALFRED · CIK 0001188873 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 291,351 Read SEC document |
| May 31, 2019 Filed Jun 4, 2019 21:09 UTC | Quorum Health Corp QHC · Entity 149783 | GrantCommon stock, par value $0.0001 per share | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-19-008678 · ownership.xml · nonDerivative · entry 3 LUMSDAINE ALFRED · CIK 0001188873 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 295,058 F2 · shares: On May 31, 2019, the reporting person received a grant of 75,000 shares of restricted common stock pursuant to the Quorum Health Corporation Amended and Restated 2016 Stock Award Plan. 50% of the award is time-vested restricted stock and vests in three annual equal installments beginning on February 14, 2020, and 50% of the award is performance-based restricted common stock and vests, if at all, over a two-year performance period based on the achievement of certain performance criteria. Read SEC document |
| May 31, 2019 Filed Jun 4, 2019 21:09 UTC | Quorum Health Corp QHC · Entity 149783 | GrantCommon stock, par value $0.0001 per share | 125,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-19-008678 · ownership.xml · nonDerivative · entry 2 LUMSDAINE ALFRED · CIK 0001188873 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,058 F1 · shares: On May 31, 2019, the reporting person received a grant of 125,000 shares of restricted common stock pursuant to the Quorum Health Corporation 2018 Restricted Stock Plan. 100% of the number of shares of restricted stock are subject to a vesting cliff that lapses on December 17, 2020. Read SEC document |
| March 09, 2019 Filed Jun 4, 2019 21:09 UTC | Quorum Health Corp QHC · Entity 149783 | Tax withholdingCommon stock, par value $0.0001 per share | 4,942 | $2.35 | $11,613.70 |
DisclosureSEC source: 0001493152-19-008678 · ownership.xml · nonDerivative · entry 1 LUMSDAINE ALFRED · CIK 0001188873 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,058 Read SEC document |
| September 27, 2018 Filed Sep 28, 2018 21:42 UTC | Quorum Health Corp QHC · Entity 149783 | GrantCommon stock, par value $0.0001 per share | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-052613 · doc4.xml · nonDerivative · entry 2 LUMSDAINE ALFRED · CIK 0001188873 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 F1 · kind: On September 27, 2018, Quorum Health Corporation (the "Issuer") and the reporting person entered into an Acknowledgement of Award Cancellation cancelling the March 9, 2018 award of 100,000 shares of the Issuer's restricted common stock because it was issued in excess of the limitations under the Issuer's 2016 Stock Award Plan. Thereafter, the Issuer re-granted to the reporting person 100,000 shares of restricted common stock as an inducement award outside the Issuer's 2016 Stock Award Plan in reliance on the employment inducement exemption to shareholder approval provided under the New York Stock Exchange's Listed Company Manual Rule 303A.08. F2 · shares: 50% of the award is time-vested restricted stock and vests in three equal installments beginning on the first anniversary of March 9, 2018, and 50% of the award is performance-based restricted common stock and vests, if at all, over a two-year performance period based on the achievement of target cumulative same store net revenue and target cumulative adjusted EBITDA, each weighted 50%. F1 · acquired: On September 27, 2018, Quorum Health Corporation (the "Issuer") and the reporting person entered into an Acknowledgement of Award Cancellation cancelling the March 9, 2018 award of 100,000 shares of the Issuer's restricted common stock because it was issued in excess of the limitations under the Issuer's 2016 Stock Award Plan. Thereafter, the Issuer re-granted to the reporting person 100,000 shares of restricted common stock as an inducement award outside the Issuer's 2016 Stock Award Plan in reliance on the employment inducement exemption to shareholder approval provided under the New York Stock Exchange's Listed Company Manual Rule 303A.08. Read SEC document |
| September 27, 2018 Filed Sep 28, 2018 21:42 UTC | Quorum Health Corp QHC · Entity 149783 | OtherCommon stock, par value $0.0001 per share | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-052613 · doc4.xml · nonDerivative · entry 1 LUMSDAINE ALFRED · CIK 0001188873 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: On September 27, 2018, Quorum Health Corporation (the "Issuer") and the reporting person entered into an Acknowledgement of Award Cancellation cancelling the March 9, 2018 award of 100,000 shares of the Issuer's restricted common stock because it was issued in excess of the limitations under the Issuer's 2016 Stock Award Plan. Thereafter, the Issuer re-granted to the reporting person 100,000 shares of restricted common stock as an inducement award outside the Issuer's 2016 Stock Award Plan in reliance on the employment inducement exemption to shareholder approval provided under the New York Stock Exchange's Listed Company Manual Rule 303A.08. F1 · acquired: On September 27, 2018, Quorum Health Corporation (the "Issuer") and the reporting person entered into an Acknowledgement of Award Cancellation cancelling the March 9, 2018 award of 100,000 shares of the Issuer's restricted common stock because it was issued in excess of the limitations under the Issuer's 2016 Stock Award Plan. Thereafter, the Issuer re-granted to the reporting person 100,000 shares of restricted common stock as an inducement award outside the Issuer's 2016 Stock Award Plan in reliance on the employment inducement exemption to shareholder approval provided under the New York Stock Exchange's Listed Company Manual Rule 303A.08. Read SEC document |
| March 09, 2018 Filed Mar 12, 2018 21:50 UTC | Quorum Health Corp QHC · Entity 149783 | GrantCommon stock, par value $0.0001 per share | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-018923 · doc4.xml · nonDerivative · entry 1 LUMSDAINE ALFRED · CIK 0001188873 · Executive VP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 F1 · shares: On March 9, 2018, the reporting person received a grant of 100,000 shares of restricted common stock pursuant to the Quorum Health Corporation 2016 Stock Award Plan. 50% of the award is time-vested restricted stock and vests in three equal installments beginning on the first anniversary of the date of the grant, and 50% of the award is performance-based restricted common stock and vests, if at all, over a two-year performance period based on the achievement of target cumulative same store net revenue and target cumulative adjusted EBITDA, each weighted 50%. Read SEC document |
| June 20, 2017 Filed Jun 21, 2017 00:51 UTC | Community Healthcare Trust Inc CHCT · Entity 5593 | GrantCommon Stock | 2,015 | $25.81 | $52,007.15 |
DisclosureSEC source: 0001140361-17-025639 · doc1.xml · nonDerivative · entry 1 LUMSDAINE ALFRED · CIK 0001188873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,761 F1 · price: For 2017, the reporting person elected to take 100% of his Board retainer in the form of shares of restricted stock with a three-year restriction period. Because the reporting person elected to take his Board retainer for 2017 in shares of restricted stock in lieu of cash, the Company awarded him additional shares of restricted stock, equal to 60% of the value of the Board retainer. The price of the securities acquired by the reporting person with respect to the Board retainer is based upon the ten (10) day average stock price of the common stock, which is equal to $25.81. The number of securities issued is equal to the total value of the Board retainer plus the value of the additional shares divided by such 10-day average stock price. Read SEC document |
| May 30, 2017 Filed May 31, 2017 21:43 UTC | Community Healthcare Trust Inc CHCT · Entity 5593 | GrantCommon Stock | 2,040 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-023139 · doc1.xml · nonDerivative · entry 1 LUMSDAINE ALFRED · CIK 0001188873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,746 Read SEC document |
| November 16, 2016 Filed Nov 16, 2016 23:17 UTC | Community Healthcare Trust Inc CHCT · Entity 5593 | PurchaseCommon Stock | 522 | $20.89 | $10,904.58 |
DisclosureSEC source: 0001140361-16-086997 · doc1.xml · nonDerivative · entry 2 LUMSDAINE ALFRED · CIK 0001188873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,706 F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $20.79 to $20.99, inclusive. Read SEC document |
| November 15, 2016 Filed Nov 16, 2016 23:17 UTC | Community Healthcare Trust Inc CHCT · Entity 5593 | PurchaseCommon Stock | 1,407 | $20.94 | $29,462.58 |
DisclosureSEC source: 0001140361-16-086997 · doc1.xml · nonDerivative · entry 1 LUMSDAINE ALFRED · CIK 0001188873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,184 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $20.92 to $20.99, inclusive. The reporting person undertakes to provide to Community Healthcare Trust Incorporated, any security holder of Community Healthcare Trust Incorporated, 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 ranges set forth in footnotes (1) and (2) to this Form 4. 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.