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Levy Max

Disclosed activity across 1 company

Tapewire entity
40759
SEC CIK
0001892336

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
SONIDA SENIOR LIVING, INC.SNDA · Entity 4563SVP & Chief Investment OfficerJune 02, 2026June 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect100,297 Reported balance After 2026-06-02 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.