Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SONIDA SENIOR LIVING, INC.SNDA · Entity 4563 | EVP & Chief Financial Officer | May 19, 2026 | May 22, 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 May 19, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 186,423 |
Reported balance
After 2026-05-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-19 · Tax withholding · Disposed 1,952 · Balance 186,423 F1: Represents shares that were withheld upon vesting of restricted stock to satisfy tax withholding obligations. F2: Not included in this amount are (i) 14,881 performance-based RSUs that are eligible to vest from 0% to 150% following the end of 2027 and (ii) 19,085 performance-based RSUs that 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Daughter | 85 |
Reported balance
Holding disclosure · report date 2026-05-19 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 85 |
| Common StockSEC Table I · non-derivative | IndirectBy Son | 85 |
Reported balance
Holding disclosure · report date 2026-05-19 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 85 |
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) 14,881 performance-based RSUs that are eligible to vest from 0% to 150% following the end of 2027 and (ii) 19,085 performance-based RSUs that 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.
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 19, 2026 Filed May 22, 2026 01:34 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | Tax withholdingCommon Stock | 1,952 | $36.94 | $72,106.88 |
DisclosureSEC source: 0001925520-26-000007 · wk-form4_1779413645.xml · nonDerivative · entry 1 Detz Kevin · CIK 0001925520 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 186,423 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) 14,881 performance-based RSUs that are eligible to vest from 0% to 150% following the end of 2027 and (ii) 19,085 performance-based RSUs that 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 |
| April 17, 2026 Filed Apr 23, 2026 01:22 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | GrantCommon Stock | 12,723 | $0.00 | $0.00 |
DisclosureSEC source: 0001925520-26-000005 · wk-form4_1776907368.xml · nonDerivative · entry 2 Detz Kevin · CIK 0001925520 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,375 F2 · 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. F3 · balance_after: Not included in this amount are (i) 14,881 performance-based RSUs that are eligible to vest from 0% to 150% following the end of 2027 and (ii) 19,085 performance-based RSUs that 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 |
| April 05, 2026 Filed Apr 23, 2026 01:22 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | Tax withholdingCommon Stock | 4,461 | $32.18 | $143,554.98 |
DisclosureSEC source: 0001925520-26-000005 · wk-form4_1776907368.xml · nonDerivative · entry 1 Detz Kevin · CIK 0001925520 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,652 F1 · shares: Represents shares that were withheld upon vesting of restricted stock to satisfy tax withholding obligations. Read SEC document |
| March 09, 2026 Filed Apr 10, 2026 22:41 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | Tax withholdingCommon Stock | 2,917 | $36.64 | $106,878.88 |
DisclosureSEC source: 0001925520-26-000002 · wk-form4_1775860860.xml · nonDerivative · entry 2 Detz Kevin · CIK 0001925520 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 180,113 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 14,881 performance stock units ("PSUs") that are eligible to vest from 0% to 150% following the end of 2027. Vesting for the award is subject to the Issuer's (as defined below) achievement of certain financial goals and certification by the Compensation Committee. Read SEC document |
| March 09, 2026 Filed Apr 10, 2026 22:41 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | Disposition to issuerCommon Stock | 9,134 | $0.00 | $0.00 |
DisclosureSEC source: 0001925520-26-000002 · wk-form4_1775860860.xml · nonDerivative · entry 1 Detz Kevin · CIK 0001925520 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 183,030 F1 · shares: Represents shares of performance-based restricted stock that were previously reported as beneficially owned by the reporting person as of April 4, 2023, but were subsequently forfeited due to the Company only partially achieving the performance target with respect to such shares for fiscal 2025. F2 · balance_after: Not included in this amount are 14,881 performance stock units ("PSUs") that are eligible to vest from 0% to 150% following the end of 2027. Vesting for the award is subject to the Issuer's (as defined below) achievement of certain financial goals and certification by the Compensation Committee. Read SEC document |
| February 23, 2026 Filed Apr 10, 2026 22:41 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | GrantPerformance Units · Derivative | 185,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001925520-26-000002 · wk-form4_1775860860.xml · derivative · entry 5 Detz Kevin · CIK 0001925520 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 185,000 Underlying: Common Stock · 185,000 shares Expires not disclosed F4 · derivative.exercise_price: Represents an award of 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. F4 · derivative.exercise_date: Represents an award of 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. F4 · derivative.expiration_date: Represents an award of 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 19, 2025 Filed May 22, 2025 01:14 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | GrantCommon Stock | 14,881 | $0.00 | $0.00 |
DisclosureSEC source: 0001043000-25-000042 · wk-form4_1747876486.xml · nonDerivative · entry 1 Detz Kevin · CIK 0001925520 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 192,164 F1 · shares: Reflects a restricted stock unit grant ("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 14,881 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 12, 2025 Filed May 15, 2025 12:38 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | Tax withholdingCommon Stock | 655 | $24.70 | $16,178.50 |
DisclosureSEC source: 0001043000-25-000033 · wk-form4_1747312712.xml · nonDerivative · entry 1 Detz Kevin · CIK 0001925520 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,283 F1 · shares: Represents shares that were withheld upon vesting of restricted stock to satisfy tax withholding obligations. Read SEC document |
| April 05, 2025 Filed Apr 11, 2025 14:01 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | Tax withholdingCommon Stock | 2,678 | $21.74 | $58,219.72 |
DisclosureSEC source: 0001043000-25-000022 · wk-form4_1744380075.xml · nonDerivative · entry 2 Detz Kevin · CIK 0001925520 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,938 F2 · shares: Represents shares that were withheld upon vesting of restricted stock to satisfy tax withholding obligations. Read SEC document |
| March 12, 2025 Filed Apr 11, 2025 14:01 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | Disposition to issuerCommon Stock | 12,092 | $0.00 | $0.00 |
DisclosureSEC source: 0001043000-25-000022 · wk-form4_1744380075.xml · nonDerivative · entry 1 Detz Kevin · CIK 0001925520 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 180,616 F1 · shares: Represents shares of performance-based restricted stock that were previously reported as beneficially owned by the reporting person as of May 12, 2022, but were subsequently forfeited due to the Company not achieving the performance target with respect to such shares for fiscal 2024. Read SEC document |
| November 18, 2024 Filed Nov 19, 2024 21:34 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | PurchaseCommon Stock | 4,166 | $21.63 | $90,110.58 |
DisclosureSEC source: 0000950170-24-128684 · ownership.xml · nonDerivative · entry 3 Detz Kevin · CIK 0001925520 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 192,708 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $21.42 to $21.70, inclusive. The reporting person undertakes to provide to Sonida Senior Living, Inc., any security holder of Sonida Senior Living, Inc., 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 this footnote. Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 21:34 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | PurchaseCommon Stock | 85 | $23.28 | $1,978.80 |
DisclosureSEC source: 0000950170-24-128684 · ownership.xml · nonDerivative · entry 2 Detz Kevin · CIK 0001925520 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter Disclosed balance after: 85 Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 21:34 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | PurchaseCommon Stock | 85 | $23.34 | $1,983.90 |
DisclosureSEC source: 0000950170-24-128684 · ownership.xml · nonDerivative · entry 1 Detz Kevin · CIK 0001925520 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Son Disclosed balance after: 85 Read SEC document |
| May 13, 2024 Filed May 15, 2024 16:54 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | Tax withholdingCommon Stock | 655 | $32.27 | $21,136.85 |
DisclosureSEC source: 0000950170-24-060226 · ownership.xml · nonDerivative · entry 1 Detz Kevin · CIK 0001925520 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,542 F1 · shares: Represents shares that were withheld upon vesting of restricted stock to satisfy tax withholding obligations. Read SEC document |
| April 05, 2024 Filed Apr 9, 2024 21:59 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | Tax withholdingCommon Stock | 682 | $29.41 | $20,057.62 |
DisclosureSEC source: 0000950170-24-043074 · ownership.xml · nonDerivative · entry 3 Detz Kevin · CIK 0001925520 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 189,197 F3 · shares: Represents shares that were withheld upon vesting of restricted stock to satisfy tax withholding obligations. Read SEC document |
| April 05, 2024 Filed Apr 9, 2024 21:59 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | GrantCommon Stock | 25,862 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-043074 · ownership.xml · nonDerivative · entry 2 Detz Kevin · CIK 0001925520 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 189,879 F2 · shares: Represents shares of performance-based restricted stock granted on April 5, 2024 under the Plan that will vest upon achievement of the target performance objective. Read SEC document |
| April 05, 2024 Filed Apr 9, 2024 21:59 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | GrantCommon Stock | 25,863 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-043074 · ownership.xml · nonDerivative · entry 1 Detz Kevin · CIK 0001925520 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 164,017 F1 · shares: Represents shares of restricted stock granted on April 5, 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 April 5, 2025, April 5, 2026 and April 5, 2027, respectively. Read SEC document |
| April 04, 2023 Filed Apr 6, 2023 22:02 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | GrantCommon Stock | 19,600 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-010897 · doc4.xml · nonDerivative · entry 2 Detz Kevin · CIK 0001925520 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,154 F2 · shares: Represents shares of performance-based restricted stock granted on April 4, 2023 under the Plan that will vest upon achievement of the target performance objective. Read SEC document |
| April 04, 2023 Filed Apr 6, 2023 22:02 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | GrantCommon Stock | 8,400 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-010897 · doc4.xml · nonDerivative · entry 1 Detz Kevin · CIK 0001925520 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,554 F1 · shares: Represents shares of restricted stock granted on April 4, 2023 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 April 4, 2024, April 4, 2025 and April 4, 2026, respectively. Read SEC document |
| January 26, 2023 Filed Jan 30, 2023 21:15 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | GrantCommon Stock | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-002961 · doc4.xml · nonDerivative · entry 1 Detz Kevin · CIK 0001925520 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,154 F1 · shares: Represents shares of performance-based restricted stock granted on January 26, 2023 under the 2019 Omnibus Stock and Incentive Plan for Sonida Senior Living, Inc., as amended, that will vest upon achievement of the target performance objective. Read SEC document |
| May 12, 2022 Filed May 16, 2022 20:15 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-018139 · doc4.xml · nonDerivative · entry 3 Detz Kevin · CIK 0001925520 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,154 F3 · shares: Represents shares of performance-based restricted stock granted on May 12, 2022 under the Plan that will vest upon achievement of the target performance objective. Read SEC document |
| May 12, 2022 Filed May 16, 2022 20:15 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | GrantCommon Stock | 12,092 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-018139 · doc4.xml · nonDerivative · entry 2 Detz Kevin · CIK 0001925520 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,154 F2 · shares: Represents shares of performance-based restricted stock granted on May 12, 2022 under the Plan, which vest subject to the satisfaction of certain performance conditions (but does not include additional shares of performance-based restricted stock that are subject to achievement of certain maximum performance objectives). Read SEC document |
| May 12, 2022 Filed May 16, 2022 20:15 UTC | SONIDA SENIOR LIVING, INC. SNDA · Entity 4563 | GrantCommon Stock | 8,062 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-018139 · doc4.xml · nonDerivative · entry 1 Detz Kevin · CIK 0001925520 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,062 F1 · shares: Represents shares of restricted stock granted on May 12, 2022 under the 2019 Omnibus Stock and Incentive Plan for Sonida Senior Living, Inc. (the "Plan"), which are scheduled to vest in three installments of 33%, 33% and 34% on May 12, 2023, May 12, 2024 and May 12, 2025, 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.