Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SONIDA SENIOR LIVING, INC.SNDA · Entity 4563 | SVP & Chief Investment Officer | June 02, 2026 | June 08, 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.
SONIDA SENIOR LIVING, INC.
Report date June 02, 2026 · Filed June 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 100,297 |
Reported balance
After 2026-06-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-02 · Tax withholding · Disposed 1,785 · Balance 100,297 F1: Represents shares that were withheld upon vesting of restricted stock to satisfy tax withholding obligations. F2: Not included in this amount are (i) 11,692 performance-based RSUs which are eligible to vest from 0% to 150% following the end of 2027 and (ii) 12,723 performance-based RSUs which are eligible to vest from 0% to 150% following the end of 2028. Vesting for these awards is subject to the Issuer's achievement of certain financial goals and certification by the Compensation Committee. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares that were withheld upon vesting of restricted stock to satisfy tax withholding obligations.
F2: Not included in this amount are (i) 11,692 performance-based RSUs which are eligible to vest from 0% to 150% following the end of 2027 and (ii) 12,723 performance-based RSUs which are eligible to vest from 0% to 150% following the end of 2028. Vesting for these awards is subject to the Issuer's achievement of certain financial goals and certification by the Compensation Committee.
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 02, 2026 Filed Jun 8, 2026 12:53 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | Tax withholdingCommon Stock | 1,785 | $32.75 | $58,458.75 |
DisclosureSEC source: 0001892336-26-000012 · wk-form4_1780923220.xml · nonDerivative · entry 1 Levy Max · CIK 0001892336 · SVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,297 F1 · shares: Represents shares that were withheld upon vesting of restricted stock to satisfy tax withholding obligations. F2 · balance_after: Not included in this amount are (i) 11,692 performance-based RSUs which are eligible to vest from 0% to 150% following the end of 2027 and (ii) 12,723 performance-based RSUs which are eligible to vest from 0% to 150% following the end of 2028. Vesting for these awards is subject to the Issuer's achievement of certain financial goals and certification by the Compensation Committee. Read SEC document |
| May 19, 2026 Filed May 22, 2026 01:35 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | Tax withholdingCommon Stock | 1,363 | $36.94 | $50,349.22 |
DisclosureSEC source: 0001892336-26-000008 · wk-form4_1779413743.xml · nonDerivative · entry 1 Levy Max · CIK 0001892336 · SVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,124 F1 · shares: Represents shares that were withheld upon vesting of restricted stock to satisfy tax withholding obligations. F2 · balance_after: Not included in this amount are (i) 11,692 performance-based RSUs which are eligible to vest from 0% to 150% following the end of 2027 and (ii) 12,723 performance-based RSUs which are eligible to vest from 0% to 150% following the end of 2028. Vesting for the award is subject to the Issuer's achievement of certain financial goals and certification by the Compensation Committee. Read SEC document |
| May 19, 2026 Filed Jun 8, 2026 12:52 UTC Amendment | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | Tax withholdingCommon Stock | 1,405 | $36.94 | $51,900.70 |
DisclosureSEC source: 0001892336-26-000010 · wk-form4a_1780923167.xml · nonDerivative · entry 1 Levy Max · CIK 0001892336 · SVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,082 F1 · shares: Represents shares that were withheld upon vesting of restricted stock to satisfy tax withholding obligations. F2 · balance_after: This Amendment is filed solely to correct an administrative error in the original Form 4 filed on May 21, 2026. The original filing inadvertently reported the incorrect number of shares withheld for taxes, and this amendment corrects it to reflect the correct number of shares withheld for taxes. All other information remains accurate. F3 · balance_after: Not included in this amount are (i) 11,692 performance-based RSUs which are eligible to vest from 0% to 150% following the end of 2027 and (ii) 12,723 performance-based RSUs which are eligible to vest from 0% to 150% following the end of 2028. Vesting for these awards is subject to the Issuer's achievement of certain financial goals and certification by the Compensation Committee. Read SEC document |
| April 17, 2026 Filed Apr 22, 2026 01:49 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | GrantCommon Stock | 8,482 | $0.00 | $0.00 |
DisclosureSEC source: 0001892336-26-000005 · wk-form4_1776822549.xml · nonDerivative · entry 1 Levy Max · CIK 0001892336 · SVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,487 F1 · shares: Reflects a grant of restricted stock units ("RSUs") that was made to the reporting person on April 17, 2026 and that will vest equally over a three-year period on each anniversary of the grant date. F2 · balance_after: Not included in this amount are (i) 11,692 performance-based RSUs which are eligible to vest from 0% to 150% following the end of 2027 and (ii) 12,723 performance-based RSUs which are eligible to vest from 0% to 150% following the end of 2028. Vesting for the award is subject to the Issuer's achievement of certain financial goals and certification by the Compensation Committee. Read SEC document |
| February 23, 2026 Filed Apr 10, 2026 22:34 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | GrantPerformance Units · Derivative | 130,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001892336-26-000003 · wk-form4_1775860471.xml · derivative · entry 1 Levy Max · CIK 0001892336 · SVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,000 Underlying: Common Stock · 130,000 shares Expires not disclosed F1 · derivative.exercise_price: Represents an award of performance stock units ("PSUs") representing a contingent right to receive one share of common stock, par value $0.01 per share ("Common Stock"), of Sonida Senior Living, Inc. (the "Issuer") per PSU, which is conditional upon the Issuer's stockholders approving an amendment to the 2019 Plan (as defined below) to increase the share reserve under the 2019 Plan and the closing of the Issuer's previously announced merger with CNL Healthcare Properties, Inc. Between 33% and 100% of the target number of PSUs granted, which were granted under the Sonida Senior Living, Inc. 2019 Omnibus Stock and Incentive Plan, as amended (the "2019 Plan"), are eligible to vest during a three-year period beginning on February 23, 2027 and ending on February 23, 2030 (the "Performance Period"), subject to a potential 30-day extension as set forth in the award agreement, based on the Issuer's Common Stock achieving specified prices per share during the Performance Period. F1 · derivative.exercise_date: Represents an award of performance stock units ("PSUs") representing a contingent right to receive one share of common stock, par value $0.01 per share ("Common Stock"), of Sonida Senior Living, Inc. (the "Issuer") per PSU, which is conditional upon the Issuer's stockholders approving an amendment to the 2019 Plan (as defined below) to increase the share reserve under the 2019 Plan and the closing of the Issuer's previously announced merger with CNL Healthcare Properties, Inc. Between 33% and 100% of the target number of PSUs granted, which were granted under the Sonida Senior Living, Inc. 2019 Omnibus Stock and Incentive Plan, as amended (the "2019 Plan"), are eligible to vest during a three-year period beginning on February 23, 2027 and ending on February 23, 2030 (the "Performance Period"), subject to a potential 30-day extension as set forth in the award agreement, based on the Issuer's Common Stock achieving specified prices per share during the Performance Period. F1 · derivative.expiration_date: Represents an award of performance stock units ("PSUs") representing a contingent right to receive one share of common stock, par value $0.01 per share ("Common Stock"), of Sonida Senior Living, Inc. (the "Issuer") per PSU, which is conditional upon the Issuer's stockholders approving an amendment to the 2019 Plan (as defined below) to increase the share reserve under the 2019 Plan and the closing of the Issuer's previously announced merger with CNL Healthcare Properties, Inc. Between 33% and 100% of the target number of PSUs granted, which were granted under the Sonida Senior Living, Inc. 2019 Omnibus Stock and Incentive Plan, as amended (the "2019 Plan"), are eligible to vest during a three-year period beginning on February 23, 2027 and ending on February 23, 2030 (the "Performance Period"), subject to a potential 30-day extension as set forth in the award agreement, based on the Issuer's Common Stock achieving specified prices per share during the Performance Period. Read SEC document |
| May 30, 2025 Filed Jun 2, 2025 20:39 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | Tax withholdingCommon Stock | 1,687 | $24.40 | $41,162.80 |
DisclosureSEC source: 0001043000-25-000050 · wk-form4_1748896735.xml · nonDerivative · entry 2 Levy Max · CIK 0001892336 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,005 F3 · shares: Represents shares that were withheld upon vesting of restricted stock to satisfy tax withholding obligations. F2 · balance_after: Not included in this amount are 11,692 performance-based RSUs which are eligible to vest from 0% to 150% following the end of 2027. Vesting for the award is subject to the Issuer's achievement of certain financial goals and certification by the Compensation Committee. Read SEC document |
| May 19, 2025 Filed Jun 2, 2025 20:39 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | GrantCommon Stock | 11,692 | $0.00 | $0.00 |
DisclosureSEC source: 0001043000-25-000050 · wk-form4_1748896735.xml · nonDerivative · entry 1 Levy Max · CIK 0001892336 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,692 F1 · shares: Reflects a grant of restricted stock units ("RSUs") that was made to the reporting person on May 19, 2025 and that will vest equally over a three-year period on each anniversary of the grant date. F2 · balance_after: Not included in this amount are 11,692 performance-based RSUs which are eligible to vest from 0% to 150% following the end of 2027. Vesting for the award is subject to the Issuer's achievement of certain financial goals and certification by the Compensation Committee. Read SEC document |
| June 02, 2024 Filed Jun 3, 2024 18:32 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | GrantCommon Stock | 55,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-067868 · ownership.xml · nonDerivative · entry 3 Levy Max · CIK 0001892336 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,000 F3 · shares: Represents shares of performance-based restricted stock granted on June 2, 2024 under the Plan that will vest upon achievement of the target performance objective. Read SEC document |
| June 02, 2024 Filed Jun 3, 2024 18:32 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-067868 · ownership.xml · nonDerivative · entry 2 Levy Max · CIK 0001892336 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,000 F2 · shares: Represents shares of performance-based restricted stock granted on June 2, 2024 under the Plan that will vest upon achievement of the target performance objective. Read SEC document |
| June 02, 2024 Filed Jun 3, 2024 18:32 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-067868 · ownership.xml · nonDerivative · entry 1 Levy Max · CIK 0001892336 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 F1 · shares: Represents shares of restricted stock granted on June 2, 2024 under the 2019 Omnibus Stock and Incentive Plan for Sonida Senior Living, Inc., as amended (the "Plan"), which are scheduled to vest in installments of 33%, 33% and 34% on June 2, 2025, June 2, 2026 and June 2, 2027, respectively. 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.