Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HEALTHPEAK PROPERTIES, INC.DOC · Entity 3364 | Chief Financial Officer | May 29, 2026 | June 02, 2026 |
| Janus Living, Inc.JAN · Entity 3548 | CHIEF FINANCIAL OFFICER | March 23, 2026 | March 24, 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.
HEALTHPEAK PROPERTIES, INC.
Report date May 29, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,627 |
Ending reported balance
After 2026-05-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-29 · Grant · Acquired 937 · Balance 1,692 F1: These shares were purchased via the Issuer's Employee Stock Purchase Plan ("ESPP"). Row 2 · 2026-05-29 · Tax withholding · Disposed 65 · Balance 1,627 F2: This forfeiture of shares to satisfy applicable tax withholding obligations does not constitute a sale transaction. Pursuant to the ESPP, shares are required to be forfeited to satisfy applicable tax withholding obligations in connection with the acquisition of shares under the ESPP. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were purchased via the Issuer's Employee Stock Purchase Plan ("ESPP").
F2: This forfeiture of shares to satisfy applicable tax withholding obligations does not constitute a sale transaction. Pursuant to the ESPP, shares are required to be forfeited to satisfy applicable tax withholding obligations in connection with the acquisition of shares under the ESPP.
Janus Living, Inc.
Report date March 23, 2026 · Filed March 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| LTIP UnitsSEC Table II · derivative / convertible security | Direct | 15,000 |
Reported balance
After 2026-03-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-03-23 · Grant · Acquired 15,000 · Balance 15,000 F1: Represents a class of common units of membership interest in Janus Living OP, LLC, ("Janus OP"), the operating subsidiary of the Issuer, designated as LTIP Units ("LTIP Units") intended to qualify as profits interests for U.S. federal income tax purposes. LTIP Units do not have an expiration date. Upon achieving equivalent capital account balance per unit and any applicable vesting conditions, the LTIP Units are convertible at the election of the holder into common units of membership interest in Janus OP (the "OP Units"). The OP Units are redeemable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Class A-1 Common Stock or, at the option of Janus OP, convertible to shares of the Issuer's Class A-1 Common Stock on a one-for-one basis, and have no expiration date. F2: Represents fully vested LTIP Units granted in connection with the Issuer's initial public offering of Class A-1 Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a class of common units of membership interest in Janus Living OP, LLC, ("Janus OP"), the operating subsidiary of the Issuer, designated as LTIP Units ("LTIP Units") intended to qualify as profits interests for U.S. federal income tax purposes. LTIP Units do not have an expiration date. Upon achieving equivalent capital account balance per unit and any applicable vesting conditions, the LTIP Units are convertible at the election of the holder into common units of membership interest in Janus OP (the "OP Units"). The OP Units are redeemable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Class A-1 Common Stock or, at the option of Janus OP, convertible to shares of the Issuer's Class A-1 Common Stock on a one-for-one basis, and have no expiration date.
F2: Represents fully vested LTIP Units granted in connection with the Issuer's initial public offering of Class A-1 Common Stock.
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 |
|---|---|---|---|---|---|---|
| May 29, 2026 Filed Jun 2, 2026 21:24 UTC | HEALTHPEAK PROPERTIES, INC. DOC · Entity 3364 | Tax withholdingCommon Stock | 65 | $19.15 | $1,244.75 |
DisclosureSEC source: 0002054541-26-000004 · wk-form4_1780435478.xml · nonDerivative · entry 2 Moses Kelvin O · CIK 0002054541 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,627 F2 · shares: This forfeiture of shares to satisfy applicable tax withholding obligations does not constitute a sale transaction. Pursuant to the ESPP, shares are required to be forfeited to satisfy applicable tax withholding obligations in connection with the acquisition of shares under the ESPP. Read SEC document |
| May 29, 2026 Filed Jun 2, 2026 21:24 UTC | HEALTHPEAK PROPERTIES, INC. DOC · Entity 3364 | GrantCommon Stock | 937 | $15.46 | $14,487.43 |
DisclosureSEC source: 0002054541-26-000004 · wk-form4_1780435478.xml · nonDerivative · entry 1 Moses Kelvin O · CIK 0002054541 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,692 F1 · shares: These shares were purchased via the Issuer's Employee Stock Purchase Plan ("ESPP"). Read SEC document |
| March 23, 2026 Filed Mar 24, 2026 21:16 UTC | Janus Living, Inc. JAN · Entity 3548 | GrantLTIP Units · Derivative | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-033946 · tm269649-8_4seq1.xml · derivative · entry 1 Moses Kelvin O · CIK 0002054541 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Underlying: Class A-1 Common Stock · 15,000 shares Expires not disclosed F1 · derivative.exercise_price: Represents a class of common units of membership interest in Janus Living OP, LLC, ("Janus OP"), the operating subsidiary of the Issuer, designated as LTIP Units ("LTIP Units") intended to qualify as profits interests for U.S. federal income tax purposes. LTIP Units do not have an expiration date. Upon achieving equivalent capital account balance per unit and any applicable vesting conditions, the LTIP Units are convertible at the election of the holder into common units of membership interest in Janus OP (the "OP Units"). The OP Units are redeemable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Class A-1 Common Stock or, at the option of Janus OP, convertible to shares of the Issuer's Class A-1 Common Stock on a one-for-one basis, and have no expiration date. F2 · kind: Represents fully vested LTIP Units granted in connection with the Issuer's initial public offering of Class A-1 Common Stock. F2 · derivative.exercise_date: Represents fully vested LTIP Units granted in connection with the Issuer's initial public offering of Class A-1 Common Stock. F1 · derivative.expiration_date: Represents a class of common units of membership interest in Janus Living OP, LLC, ("Janus OP"), the operating subsidiary of the Issuer, designated as LTIP Units ("LTIP Units") intended to qualify as profits interests for U.S. federal income tax purposes. LTIP Units do not have an expiration date. Upon achieving equivalent capital account balance per unit and any applicable vesting conditions, the LTIP Units are convertible at the election of the holder into common units of membership interest in Janus OP (the "OP Units"). The OP Units are redeemable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Class A-1 Common Stock or, at the option of Janus OP, convertible to shares of the Issuer's Class A-1 Common Stock on a one-for-one basis, and have no expiration date. Read SEC document |
| January 28, 2026 Filed Jan 30, 2026 22:19 UTC | HEALTHPEAK PROPERTIES, INC. DOC · Entity 3364 | GrantLTIP Units · Derivative | 36,765 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002054541-26-000002 · wk-form4_1769811573.xml · derivative · entry 2 Moses Kelvin O · CIK 0002054541 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,765 Underlying: Common Stock · 36,765 shares Expires not disclosed F1 · derivative.exercise_price: Represents a class of units of membership interests in Healthpeak OP, LLC, a Maryland limited liability company ("Healthpeak OP"), the operating subsidiary of the Issuer, designated as LTIP Units ("LTIP Units") intended to qualify as profits interests for U.S. federal income tax purposes. LTIP Units do not have an expiration date. Upon achieving equivalent capital account balance per unit and any applicable vesting conditions, the LTIP Units are convertible at the election of the holder into common unit membership interests in Healthpeak OP (the "OP Units"). The OP Units are redeemable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Common Stock or, at the option of Healthpeak OP, convertible to shares of the Issuer's Common Stock on a one-for-one basis, and have no expiration date. F1 · price: Represents a class of units of membership interests in Healthpeak OP, LLC, a Maryland limited liability company ("Healthpeak OP"), the operating subsidiary of the Issuer, designated as LTIP Units ("LTIP Units") intended to qualify as profits interests for U.S. federal income tax purposes. LTIP Units do not have an expiration date. Upon achieving equivalent capital account balance per unit and any applicable vesting conditions, the LTIP Units are convertible at the election of the holder into common unit membership interests in Healthpeak OP (the "OP Units"). The OP Units are redeemable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Common Stock or, at the option of Healthpeak OP, convertible to shares of the Issuer's Common Stock on a one-for-one basis, and have no expiration date. F1 · derivative.exercise_date: Represents a class of units of membership interests in Healthpeak OP, LLC, a Maryland limited liability company ("Healthpeak OP"), the operating subsidiary of the Issuer, designated as LTIP Units ("LTIP Units") intended to qualify as profits interests for U.S. federal income tax purposes. LTIP Units do not have an expiration date. Upon achieving equivalent capital account balance per unit and any applicable vesting conditions, the LTIP Units are convertible at the election of the holder into common unit membership interests in Healthpeak OP (the "OP Units"). The OP Units are redeemable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Common Stock or, at the option of Healthpeak OP, convertible to shares of the Issuer's Common Stock on a one-for-one basis, and have no expiration date. F3 · derivative.exercise_date: Represents earned performance-based LTIP Units previously granted to the reporting person on March 3, 2025. The performance condition applicable to the award was determined to have been satisfied by the Committee on the Determination Date, resulting in the LTIP Units shown being earned. These LTIP Units vest in one-fifth (1/5) increments on each of the second, third, fourth, fifth and sixth anniversaries of March 3, 2025, subject to the reporting person's continued employment through the applicable vesting date. F1 · derivative.expiration_date: Represents a class of units of membership interests in Healthpeak OP, LLC, a Maryland limited liability company ("Healthpeak OP"), the operating subsidiary of the Issuer, designated as LTIP Units ("LTIP Units") intended to qualify as profits interests for U.S. federal income tax purposes. LTIP Units do not have an expiration date. Upon achieving equivalent capital account balance per unit and any applicable vesting conditions, the LTIP Units are convertible at the election of the holder into common unit membership interests in Healthpeak OP (the "OP Units"). The OP Units are redeemable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Common Stock or, at the option of Healthpeak OP, convertible to shares of the Issuer's Common Stock on a one-for-one basis, and have no expiration date. Read SEC document |
| January 28, 2026 Filed Jan 30, 2026 22:19 UTC | HEALTHPEAK PROPERTIES, INC. DOC · Entity 3364 | GrantLTIP Units · Derivative | 33,462 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002054541-26-000002 · wk-form4_1769811573.xml · derivative · entry 1 Moses Kelvin O · CIK 0002054541 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,462 Underlying: Common Stock · 33,462 shares Expires not disclosed F1 · derivative.exercise_price: Represents a class of units of membership interests in Healthpeak OP, LLC, a Maryland limited liability company ("Healthpeak OP"), the operating subsidiary of the Issuer, designated as LTIP Units ("LTIP Units") intended to qualify as profits interests for U.S. federal income tax purposes. LTIP Units do not have an expiration date. Upon achieving equivalent capital account balance per unit and any applicable vesting conditions, the LTIP Units are convertible at the election of the holder into common unit membership interests in Healthpeak OP (the "OP Units"). The OP Units are redeemable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Common Stock or, at the option of Healthpeak OP, convertible to shares of the Issuer's Common Stock on a one-for-one basis, and have no expiration date. F1 · price: Represents a class of units of membership interests in Healthpeak OP, LLC, a Maryland limited liability company ("Healthpeak OP"), the operating subsidiary of the Issuer, designated as LTIP Units ("LTIP Units") intended to qualify as profits interests for U.S. federal income tax purposes. LTIP Units do not have an expiration date. Upon achieving equivalent capital account balance per unit and any applicable vesting conditions, the LTIP Units are convertible at the election of the holder into common unit membership interests in Healthpeak OP (the "OP Units"). The OP Units are redeemable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Common Stock or, at the option of Healthpeak OP, convertible to shares of the Issuer's Common Stock on a one-for-one basis, and have no expiration date. F1 · derivative.exercise_date: Represents a class of units of membership interests in Healthpeak OP, LLC, a Maryland limited liability company ("Healthpeak OP"), the operating subsidiary of the Issuer, designated as LTIP Units ("LTIP Units") intended to qualify as profits interests for U.S. federal income tax purposes. LTIP Units do not have an expiration date. Upon achieving equivalent capital account balance per unit and any applicable vesting conditions, the LTIP Units are convertible at the election of the holder into common unit membership interests in Healthpeak OP (the "OP Units"). The OP Units are redeemable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Common Stock or, at the option of Healthpeak OP, convertible to shares of the Issuer's Common Stock on a one-for-one basis, and have no expiration date. F2 · derivative.exercise_date: Represents earned performance-based LTIP Units previously granted to the reporting person on February 7, 2025 and May 1, 2025. The performance condition applicable to these awards was determined to have been satisfied by the Issuer's Compensation and Human Capital Committee ("Committee") on January 28, 2026 (the "Determination Date"), resulting in the LTIP Units shown being earned. These LTIP Units vest in one-third (1/3) increments on each of the first, second and third anniversaries of February 7, 2025, subject to the reporting person's continued employment through the applicable vesting date. F1 · derivative.expiration_date: Represents a class of units of membership interests in Healthpeak OP, LLC, a Maryland limited liability company ("Healthpeak OP"), the operating subsidiary of the Issuer, designated as LTIP Units ("LTIP Units") intended to qualify as profits interests for U.S. federal income tax purposes. LTIP Units do not have an expiration date. Upon achieving equivalent capital account balance per unit and any applicable vesting conditions, the LTIP Units are convertible at the election of the holder into common unit membership interests in Healthpeak OP (the "OP Units"). The OP Units are redeemable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Common Stock or, at the option of Healthpeak OP, convertible to shares of the Issuer's Common Stock on a one-for-one basis, and have no expiration date. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 21:35 UTC | HEALTHPEAK PROPERTIES, INC. DOC · Entity 3364 | Tax withholdingCommon Stock | 55 | $18.26 | $1,004.30 |
DisclosureSEC source: 0002054541-25-000004 · wk-form4_1764711335.xml · nonDerivative · entry 2 Moses Kelvin O · CIK 0002054541 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 755 F2 · shares: This forfeiture of shares to satisfy applicable tax withholding obligations does not constitute a sale transaction. Pursuant to the ESPP, shares are required to be forfeited to satisfy applicable tax withholding obligations in connection with the acquisition of shares under the ESPP. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 21:35 UTC | HEALTHPEAK PROPERTIES, INC. DOC · Entity 3364 | GrantCommon Stock | 810 | $14.80 | $11,986.79 |
DisclosureSEC source: 0002054541-25-000004 · wk-form4_1764711335.xml · nonDerivative · entry 1 Moses Kelvin O · CIK 0002054541 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 810 F1 · shares: These shares were purchased via the Issuer's Employee Stock Purchase Plan ("ESPP"). 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.