Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PACS Group, Inc.PACS · Entity 2590 | Chief Financial Officer | May 14, 2026 | May 15, 2026 |
| SONIDA SENIOR LIVING, INC.CSU · Entity 4563 | Executive Vice President & CFO | April 24, 2020 | April 24, 2020 |
| U S PHYSICAL THERAPY INC /NVUSPH · Entity 379 | Chief Financial Officer | March 09, 2026 | March 10, 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.
PACS Group, Inc.
Report date May 14, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 48,426 |
Reported balance
After 2026-05-14 transaction · row 1
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 48,426 · Balance 48,426 F1: Represents restricted stock units ("RSUs") for which the Reporting Person is entitled to receive one (1) share of Common Stock for each RSU upon vesting. The RSUs will vest in substantially equal annual installments on the first, second, and third anniversaries of May 14, 2026, subject to the Reporting Person's continued service through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") for which the Reporting Person is entitled to receive one (1) share of Common Stock for each RSU upon vesting. The RSUs will vest in substantially equal annual installments on the first, second, and third anniversaries of May 14, 2026, subject to the Reporting Person's continued service through the applicable vesting date.
SONIDA SENIOR LIVING, INC.
Report date April 24, 2020 · Filed April 24, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 322,164 |
Reported balance
After 2020-04-24 transaction · row 1
1 source rowRow 1 · 2020-04-24 · Disposition to issuer · Disposed 38,362 · Balance 322,164 F1: Represents shares of performance-based restricted stock that were previously reported as beneficially owned by the reporting person as of March 28, 2017, but were subsequently forfeited due to the Company not achieving the performance target with respect to such shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of performance-based restricted stock that were previously reported as beneficially owned by the reporting person as of March 28, 2017, but were subsequently forfeited due to the Company not achieving the performance target with respect to such shares.
U S PHYSICAL THERAPY INC /NV
Report date March 09, 2026 · Filed March 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,808 |
Reported balance
After 2026-03-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-09 · Disposition to issuer · Disposed 10,000 · Balance 27,808 F1: Includes 11,070 shares which were granted as restricted stock pursuant to the Company's Amended and Restated 2003 Stock Incentive Plan. Restriction lapse as follows: 1,246 shares will vest on each of May 20, 2026, August 20, 2026 and November 20, 2026, 1,252 shares will vest on March 6, 2027, 1,012 shares will vest on each of May 20, 2027, August 20, 2027, and November 20, 2027, 1,016 shares will vest on March 6, 2028, 506 shares will vest on each of May 20, 2028, August 20, 2028, and November 20, 2028, 510 shares will vest on March 6, 2029 if he remains employed by the Company on those dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 11,070 shares which were granted as restricted stock pursuant to the Company's Amended and Restated 2003 Stock Incentive Plan. Restriction lapse as follows: 1,246 shares will vest on each of May 20, 2026, August 20, 2026 and November 20, 2026, 1,252 shares will vest on March 6, 2027, 1,012 shares will vest on each of May 20, 2027, August 20, 2027, and November 20, 2027, 1,016 shares will vest on March 6, 2028, 506 shares will vest on each of May 20, 2028, August 20, 2028, and November 20, 2028, 510 shares will vest on March 6, 2029 if he remains employed by the Company on those dates.
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 14, 2026 Filed May 15, 2026 20:24 UTC | PACS Group, Inc. PACS · Entity 2590 | GrantCommon Stock | 48,426 | $0.00 | $0.00 |
DisclosureSEC source: 0001482760-26-000004 · wk-form4_1778876685.xml · nonDerivative · entry 1 HENDRICKSON CAREY P · CIK 0001482760 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,426 F1 · shares: Represents restricted stock units ("RSUs") for which the Reporting Person is entitled to receive one (1) share of Common Stock for each RSU upon vesting. The RSUs will vest in substantially equal annual installments on the first, second, and third anniversaries of May 14, 2026, subject to the Reporting Person's continued service through the applicable vesting date. Read SEC document |
| March 09, 2026 Filed Mar 10, 2026 21:21 UTC | U S PHYSICAL THERAPY INC /NV USPH · Entity 379 | Disposition to issuerCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-100453 · ownership.xml · nonDerivative · entry 1 HENDRICKSON CAREY P · CIK 0001482760 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,808 F1 · balance_after: Includes 11,070 shares which were granted as restricted stock pursuant to the Company's Amended and Restated 2003 Stock Incentive Plan. Restriction lapse as follows: 1,246 shares will vest on each of May 20, 2026, August 20, 2026 and November 20, 2026, 1,252 shares will vest on March 6, 2027, 1,012 shares will vest on each of May 20, 2027, August 20, 2027, and November 20, 2027, 1,016 shares will vest on March 6, 2028, 506 shares will vest on each of May 20, 2028, August 20, 2028, and November 20, 2028, 510 shares will vest on March 6, 2029 if he remains employed by the Company on those dates. Read SEC document |
| February 23, 2026 Filed Feb 26, 2026 01:15 UTC | U S PHYSICAL THERAPY INC /NV USPH · Entity 379 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-072630 · ownership.xml · nonDerivative · entry 1 HENDRICKSON CAREY P · CIK 0001482760 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,808 F1 · shares: These shares of common stock were granted as restricted stock pursuant to the Company's Amended and Restated 2003 Stock Incentive Plan. The restrictions lapse in fifteen (15) equal quarterly installments of 624 shares each, vesting on May 20, August 20, and November 20 of 2026, and March 6, May 20, August 20, and November 20 in each of the years 2027, 2028, and 2029; and 640 shares which will vest on March 6, 2030. F2 · balance_after: Includes 22,796 shares, inclusive of those mentioned in Footnote 1, which were granted as restricted stock pursuant to the Company's Amended and Restated 2003 Stock Incentive Plan. Restriction lapse as follows: 1,726 shares will vest on March 6, 2026; 1,870 shares will vest on each of May 20, 2026, August 20, 2026, November 20, 2026; 1,876 shares will vest on March 6, 2027; 1,636 shares will vest on each of May 20, 2027, August 20, 2027, and November 20, 2027; 1,640 shares will vest on March 6, 2028; 1,130 shares will vest on each of May 20, 2028, August 20, 2028, November 20, 2028; 1,134 shares will vest on March 6, 2029; 624 shares will vest on each of May 20, 2029, August 20, 2029, November 20, 2029 and the remaining 640 shares will vest on March 6, 2030. Vesting is subject to his continued employment with the Company through each applicable vesting date. Read SEC document |
| August 25, 2025 Filed Aug 25, 2025 21:30 UTC | U S PHYSICAL THERAPY INC /NV USPH · Entity 379 | SaleCommon Stock | 698 | $86.11 | $60,104.78 |
DisclosureSEC source: 0000950170-25-111251 · ownership.xml · nonDerivative · entry 1 HENDRICKSON CAREY P · CIK 0001482760 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,808 F1 · balance_after: Includes 14,510 shares which were granted as restricted stock pursuant to the Company's Amended and Restated 2003 Stock Incentive Plan. Restrictions lapse as to 1,714 shares on November 20, 2025, 1,726 shares on March 6, 2026, 1,246 shares on each of May 20, 2026, August 20, 2026, and November 20, 2026, 1,252 shares on March 6, 2027, 1,012 shares on each of May 20, 2027, August 20, 2027, and November 20, 2027, 1,016 shares on March 6, 2028, 506 shares of each on May 20, 2028, August 20, 2028, and November 20, 2028, and 510 shares on March 6, 2029, if he is an employee of the Company on those dates. Read SEC document |
| March 11, 2025 Filed Mar 19, 2025 01:00 UTC | U S PHYSICAL THERAPY INC /NV USPH · Entity 379 | GiftCommon Stock | 63 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-041698 · ownership.xml · nonDerivative · entry 1 HENDRICKSON CAREY P · CIK 0001482760 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,506 F1 · balance_after: Includes 17,938 shares of which 1,714 will vest on each May 20, 2025, August 20, 2025 and November 20, 2025, 1,726 will vest on March 6, 2026, 1,246 will vest on each of May 20, 2026, August 20, 2026 and November 20, 2026, 1,252 will vest on March 6, 2027, 1,012 will vest on each of May 20, 2027, August 20, 2027, November 20, 2027, 1,016 will vest on March 6, 2028, 506 will vest each of May 20, 2028, August 20, 2028, November 20, 2028, and 510 will vest on March 6, 2029, if he is employed on those dates. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 01:00 UTC | U S PHYSICAL THERAPY INC /NV USPH · Entity 379 | GrantCommon Stock | 8,100 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-028165 · ownership.xml · nonDerivative · entry 1 HENDRICKSON CAREY P · CIK 0001482760 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,569 F1 · shares: These shares of common stock were granted as restricted stock pursuant to the Company's Amended and Restated 2003 Stock Incentive Plan. Restrictions lapse in 15 equal quarterly installments of 506 shares vesting on each of May 20, August 20, November 20 of 2025 and March 6, May 20, August 20 and November 20 in each year 2026, 2027 and 2028, with the final 510 shares vesting on March 6, 2029, if he is employed by the Company on those dates. F2 · balance_after: Includes the shares noted in footnote 1 and 9,838 shares described in next sentences. On February 24, 2025, the issuer and the reporting person mutually agreed to amend the vesting terms of the outstanding awards. Per the amendment, of the total outstanding unvested shares of 9,838, 1,208 will vest on May 20, 2025, 1,208 will vest on each August 20, 2025 and November 20, 2025, 1,220 will vest on March 6, 2026, 740 will vest on each of May 20, 2026, August 20, 2026 and November 20, 2026, 746 will vest on March 6, 2027, 506 will vest on each of May 20, 2027, August 20, 2027, November 2027 and 510 will vest on March 6, 2028, if he is employed on those dates. Read SEC document |
| December 09, 2024 Filed Dec 9, 2024 23:30 UTC | U S PHYSICAL THERAPY INC /NV USPH · Entity 379 | SaleCommon Stock | 516 | $96.25 | $49,665.00 |
DisclosureSEC source: 0000950170-24-134677 · ownership.xml · nonDerivative · entry 1 HENDRICKSON CAREY P · CIK 0001482760 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,469 F1 · balance_after: Includes 11,046 shares which were granted as restricted stock pursuant to the Company Amended and Restated 2003 Stock Incentive Plan. Restrictions lapse as to 1,209 shares on January 1, 2025, 1,208 shares each on April 1, 2025, July 1, 2025, October 1, 2025; 1,221 shares on January 1, 2026; 740 shares each on April 1, 2026, July 1, 2026, October 1, 2026; 747 shares on January 1, 2027; 506 shares each on April 1, 2027, July 1, 2027, October 1, 2027 and 507 shares on January 2028, if he is a director of the Company on those dates. Read SEC document |
| May 20, 2024 Filed May 21, 2024 22:22 UTC | U S PHYSICAL THERAPY INC /NV USPH · Entity 379 | GiftCommon Stock | 58 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-063151 · ownership.xml · nonDerivative · entry 2 HENDRICKSON CAREY P · CIK 0001482760 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,985 F1 · balance_after: Includes 13,930 shares which were granted as restricted stock pursuant to the Company Amended and Restated 2003 Stock Incentive Plan. Restrictions lapse as to 1,438 shares on July 1, 2024, and 1,446 on October 1, 2024; 1,209 shares on January 1, 2025, 1,208 shares on April 1, 2025, July 1, 2025, October 1, 2025; 1,221 shares on January 1, 2026; 740 shares on April 1, 2026, July 1, 2026, October 1, 2026; 747 shares on January 1, 2027; and 506 shares on each of April 1, 2027, July 1, 2027, October 1, 2027 and 507 shares on Janaury 2028, if he is an Officer of the Company on those dates. Read SEC document |
| May 20, 2024 Filed May 21, 2024 22:22 UTC | U S PHYSICAL THERAPY INC /NV USPH · Entity 379 | GiftCommon Stock | 143 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-063151 · ownership.xml · nonDerivative · entry 1 HENDRICKSON CAREY P · CIK 0001482760 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,043 Read SEC document |
| March 13, 2024 Filed Mar 14, 2024 21:23 UTC | U S PHYSICAL THERAPY INC /NV USPH · Entity 379 | SaleCommon Stock | 1,788 | $107.28 | $191,816.64 |
DisclosureSEC source: 0000950170-24-031674 · ownership.xml · nonDerivative · entry 2 HENDRICKSON CAREY P · CIK 0001482760 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,186 F1 · balance_after: Includes 15,368 shares which were granted as restricted stock pursuant to the Company's Amended and Restated 2003 Stock Incentive Plan. Restrictions lapse as to 1,438 shares on each of April 1, 2024, July 1, 2024 and 1,446 shares on October 1, 2024; 1,209 shares on January 1, 2025; 1,208 shares on each of April 1, 2025, July 1, 2025 and October 1, 2025; 1,221 shares on January 1, 2026; 740 shares on each of April 1, 2026, July 1, 2026, October 1, 2026; 747 shares on January 1, 2027; and 506 shares on each of April 1, 2027, July 1, 2027, October 1, 2027; and 507 shares on January 1, 2028, if he is an employee of the Company on those dates. Read SEC document |
| March 13, 2024 Filed Mar 14, 2024 21:23 UTC | U S PHYSICAL THERAPY INC /NV USPH · Entity 379 | SaleCommon Stock | 12 | $107.23 | $1,286.76 |
DisclosureSEC source: 0000950170-24-031674 · ownership.xml · nonDerivative · entry 1 HENDRICKSON CAREY P · CIK 0001482760 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,974 Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 01:18 UTC | U S PHYSICAL THERAPY INC /NV USPH · Entity 379 | GrantCommon Stock | 8,100 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-022515 · ownership.xml · nonDerivative · entry 1 HENDRICKSON CAREY P · CIK 0001482760 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,986 F1 · shares: The 8,100 shares of common stock were granted as restricted stock pursuant to the Company's Amended and Restated 2003 Stock Incentive Plan. Restrictions lapse in 15 equal quarterly installments with the first 506 shares vesting on April 1, 2024 thereafter 506 shares on April 1, July 1, October 1 and January 1 of each year with the final 510 shares lapsong on Janaury 1, 2028 if he is employed by the Company on those dates. F2 · balance_after: Includes 15,368 shares, inclusive of those shares mentioned in note1, which were granted as restricted stock pursuant to the Company's Amended and Restated 2003 Stock Incentive Plan. Restrictions lapse as to 1,438 shares on each of April 1, 2024, July 1, 2024 and 1,446 shares on October 1, 2024; 1,209 shares on January 1, 2025; 1,208 shares on each of April 1, 2025, July 1, 2025 and October 1, 2025; 1,221 shares on January 1, 2026; 740 shares on each of April 1, 2026, July 1, 2026, October 1, 2026; 747 shares on January 1, 2027; and 506 shares on each of April 1, 2027, July 1, 2027, October 1, 2027; and 507 shares on January 1, 2028, if he is an employee of the Company on those dates. Read SEC document |
| March 13, 2023 Filed Mar 16, 2023 20:13 UTC | U S PHYSICAL THERAPY INC /NV USPH · Entity 379 | SaleCommon Stock | 471 | $95.80 | $45,121.80 |
DisclosureSEC source: 0001209191-23-019266 · doc4.xml · nonDerivative · entry 1 HENDRICKSON CAREY P · CIK 0001482760 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,886 F1 · balance_after: Includes 10,996 shares which were granted as restricted stock pursuant to the Company's Amended and Restated 2003 Stock Incentive Plan. Restrictions lapse as to 932 shares on each of April 1, 2023 July 1, 2023, October 1, 2023, January 1, 2024, April 1, 2024 and July 1, 2024; 940 shares on October 1, 2024; 702 shares on each of January 1, 2025, April 1, 2025, July 1, 2025 and October 1, 2025; 714 shares on January 1, 2026; 234 shares on each of April 1, 2026, July 1, 2026 and October 1, 2026; and the final 240 shares on January 1, 2027, if he is an employee of the Company on those dates. Read SEC document |
| February 20, 2023 Filed Feb 23, 2023 21:35 UTC | U S PHYSICAL THERAPY INC /NV USPH · Entity 379 | GrantCOMMON STOCK | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-012205 · doc4.xml · nonDerivative · entry 1 HENDRICKSON CAREY P · CIK 0001482760 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,357 F1 · shares: The 3,750 shares of common stock were granted as restricted stock pursuant to the Company's Amended and Restated 2003 Stock Incentive Plan. Restrictions lapse in 16 quarterly installments with 234 shares vesting on the first day of each of the succeeding fifteen quarters beginning on April 1, 2023, and with the final 240 shares vesting on January 1, 2027, if he is employed by the Company on those dates. F2 · balance_after: Includes 10,996 shares which were granted as restricted stock pursuant to the Company's Amended and Restated 2003 Stock Incentive Plan. Restrictions lapse as to 932 shares on each of April 1, 2023 July 1, 2023, October 1, 2023, January 1, 2024, April 1, 2024 and July 1, 2024; 940 shares on October 1, 2024; 702 shares on each of January 1, 2025, April 1, 2025, July 1, 2025 and October 1, 2025; 714 shares on January 1, 2026; 234 shares on each of April 1, 2026, July 1, 2026 and October 1, 2026; and the final 240 shares on January 1, 2027, if he is an employee of the Company on those dates. Read SEC document |
| December 12, 2022 Filed Dec 13, 2022 17:29 UTC | U S PHYSICAL THERAPY INC /NV USPH · Entity 379 | SaleCommon Stock | 550 | $87.85 | $48,317.50 |
DisclosureSEC source: 0001209191-22-060876 · doc4.xml · nonDerivative · entry 1 HENDRICKSON CAREY P · CIK 0001482760 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,607 F1 · price: The price reported is a weighted average price $87.85. The shares were sold in multiple transactions at prices ranging from $87.76 to $87.92 per share, both inclusive. The reporting person undertakes to provide to U.S. Physical Therapy, Inc., any of its shareholders or the staff of the Securities & Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F2 · balance_after: Included are 7,944 shares of common stock which were granted as restricted stock pursuant to the Company Amended and Restated 2003 Stock Incentive Plan. Restrictions lapse in quarterly installments as follows: 698 shares on each of January 1, April 1, July 1, October 1, 2023 and January 1, April 1, and July 1, 2024; 706 shares on October 1, 2024; 468 shares on each of January 1, April 1, July 1 and October 1, 2025; and 480 shares on January 1, 2026. Read SEC document |
| September 12, 2022 Filed Sep 13, 2022 17:52 UTC | U S PHYSICAL THERAPY INC /NV USPH · Entity 379 | GiftCommon Stock | 31 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-049654 · doc4.xml · nonDerivative · entry 1 HENDRICKSON CAREY P · CIK 0001482760 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,157 F1 · balance_after: Includes 8,642 shares of common stock which was granted as restricted stock pursuant to the Company's Amended and Restated 2003 Stock Incentive Plan. Restrictions lapse as to 698 shares on each of October 1, 2022, January 1, 2023, April 1, 2023, July 1, 2023, October 1, 2023, January 1, 2024, April 1, 2024 and July 1, 2024, 706 shares lapse on October 1, 2024 and 468 shares lapse on each of January 1, April 1, July 1 and October 1, 2025 with the final 480 shares to lapse on January 1, 2026. Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 13:50 UTC | U S PHYSICAL THERAPY INC /NV USPH · Entity 379 | GrantCommon Stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-018691 · doc4.xml · nonDerivative · entry 1 HENDRICKSON CAREY P · CIK 0001482760 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,188 F1 · shares: The 7,500 shares of common stock were granted as restricted stock pursuant to the Company Amended and Restated 2003 Stock Incentive Plan. Restrictions lapse in 15 equal quarterly installments with the first 468 shares on April 1, 2022 and thereafter with 468 shares on April 1, July 1, October 1 and January 1 of each year with the final 480 shares lapsing on January 1, 2026, if he is employed by the Company on those dates. F2 · balance_after: Includes the 7,500 shares in Footnote 1 and includes 2,538 shares which restrictions lapse as to 230 shares on April 1, 2022 and thereafter on January 1, April 1, July 1 and October 1 of each year with the final 238 shares restrictions lapse on October 1, 2024. Read SEC document |
| August 10, 2021 Filed Aug 11, 2021 20:10 UTC | U S PHYSICAL THERAPY INC /NV USPH · Entity 379 | PurchaseCommon Stock | 1,000 | $112.85 | $112,850.00 |
DisclosureSEC source: 0001209191-21-050817 · doc4.xml · nonDerivative · entry 1 HENDRICKSON CAREY P · CIK 0001482760 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,688 F1 · price: The price reported is a weighted average price ($112.85). The shares were purchased in multiple transactions at prices ranging from $112.53 to $113.00 per share, both inclusive. The reporting person undertakes to provide to U.S. Physical Therapy, Inc., any of its shareholders or the staff of the Securities & Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote to this Form 4. F2 · balance_after: Includes 2,998 shares which restrictions lapse as to 230 shares on October 1, 2021 and thereafter on January 1, April 1, July 1 and October 1 of each with the final 238 shares restrictions lapse on October 1, 2024. Read SEC document |
| April 24, 2020 Filed Apr 24, 2020 21:39 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | Disposition to issuerCommon Stock | 38,362 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-011310 · doc4.xml · nonDerivative · entry 1 HENDRICKSON CAREY P · CIK 0001482760 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 322,164 F1 · shares: Represents shares of performance-based restricted stock that were previously reported as beneficially owned by the reporting person as of March 28, 2017, but were subsequently forfeited due to the Company not achieving the performance target with respect to such shares. Read SEC document |
| May 14, 2019 Filed May 16, 2019 23:48 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | GrantCommon Stock | 61,972 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-013896 · doc4.xml · nonDerivative · entry 2 HENDRICKSON CAREY P · CIK 0001482760 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 360,526 F2 · shares: Represents shares of performance-based restricted stock granted on May 14, 2019 under the Plan, which vest subject to the satisfaction of certain performance conditions upon the later of (i) the third anniversary of the grant date or (ii) the date that the Compensation Committee of the Company's Board certifies that such performance conditions have been satisfied. Read SEC document |
| May 14, 2019 Filed May 16, 2019 23:48 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | GrantCommon Stock | 41,314 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-013896 · doc4.xml · nonDerivative · entry 1 HENDRICKSON CAREY P · CIK 0001482760 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,554 F1 · shares: Represents shares of restricted stock granted on May 14, 2019 under the Company's 2019 Omnibus Stock and Incentive Plan (the "Plan"), which vest in three installments of 33%, 33% and 34% on May 14, 2020, May 14, 2021 and May 14, 2022, respectively. Read SEC document |
| March 08, 2019 Filed Mar 11, 2019 20:15 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | PurchaseCommon Stock | 5,135 | $3.89 | $19,956.66 |
DisclosureSEC source: 0000899243-19-007035 · doc4.xml · nonDerivative · entry 1 HENDRICKSON CAREY P · CIK 0001482760 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,240 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $3.885 to $3.8899, inclusive. The reporting person undertakes to provide to Capital Senior Living Corporation, any security holder of Capital Senior Living Corporation, 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 |
| March 08, 2019 Filed Mar 22, 2019 20:15 UTC Amendment | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | PurchaseCommon Stock | 5,135 | $3.89 | $19,956.66 |
DisclosureSEC source: 0000899243-19-008801 · doc4a.xml · nonDerivative · entry 1 HENDRICKSON CAREY P · CIK 0001482760 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,240 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $3.885 to $3.8899, inclusive. The reporting person undertakes to provide to Capital Senior Living Corporation, any security holder of Capital Senior Living Corporation, 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. F2 · acquired: The original Form 4 filed on March 11, 2019 is being amended solely to correctly reflect that the reported shares were acquired, rather than disposed of, and column 4 has been updated accordingly. Read SEC document |
| March 01, 2019 Filed Mar 1, 2019 23:27 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | Disposition to issuerCommon Stock | 2,280 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-005510 · doc4.xml · nonDerivative · entry 1 HENDRICKSON CAREY P · CIK 0001482760 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,105 F1 · shares: Represents shares of performance-based restricted stock that were previously reported as beneficially owned by the reporting person as of February 24, 2016, but were subsequently forfeited due to the Company achieving 82.5% (but not 100%) of the performance target with respect to such shares for fiscal 2018. Read SEC document |
| March 27, 2018 Filed Mar 29, 2018 20:30 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | Disposition to issuerCommon Stock | 1,255 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-008881 · doc4.xml · nonDerivative · entry 4 HENDRICKSON CAREY P · CIK 0001482760 · Senior Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,385 F4 · shares: Represents shares of performance-based restricted stock that were previously reported as beneficially owned by the reporting person as of February 24, 2016, but were subsequently forefeited due to the Company achieving 90.1% (but not 100%) of the performance target with respect to such shares for fiscal 2017. Read SEC document |
| March 27, 2018 Filed Mar 29, 2018 20:30 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | Disposition to issuerCommon Stock | 26 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-008881 · doc4.xml · nonDerivative · entry 3 HENDRICKSON CAREY P · CIK 0001482760 · Senior Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,640 F3 · shares: Represents shares of performance-based restricted stock that were previously reported as beneficially owned by the reporting person as of February 27, 2015, but were subsequently forefeited due to the Company achieving 99.7% (but not 100%) of the performance target with respect to such shares for fiscal 2017. Read SEC document |
| March 27, 2018 Filed Mar 29, 2018 20:30 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | GrantCommon Stock | 48,089 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-008881 · doc4.xml · nonDerivative · entry 2 HENDRICKSON CAREY P · CIK 0001482760 · Senior Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,666 F2 · shares: Represents shares of performance-based restricted stock granted on March 27, 2018 under the Company's 2007 Omnibus Stock and Incentive Plan, which vest subject to the satisfaction of certain performance conditions upon the later of (i) the third anniversary of the grant date or (ii) the date that the Compensation Committee of the Company's Board certifies that such performance conditions have been satisfied. Read SEC document |
| March 27, 2018 Filed Mar 29, 2018 20:30 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | GrantCommon Stock | 32,059 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-008881 · doc4.xml · nonDerivative · entry 1 HENDRICKSON CAREY P · CIK 0001482760 · Senior Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,577 F1 · shares: Represents shares of restricted stock granted on March 27, 2018 under the Company's 2007 Omnibus Stock and Incentive Plan, which vest in three installments of 33%, 33% and 34% on March 27, 2019, March 27, 2020 and March 27, 2021, respectively. Read SEC document |
| December 28, 2017 Filed Dec 28, 2017 22:00 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | SaleCommon Stock | 13,051 | $13.71 | $178,929.21 |
DisclosureSEC source: 0000899243-17-029674 · doc4.xml · nonDerivative · entry 3 HENDRICKSON CAREY P · CIK 0001482760 · Senior Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,518 F1 · kind: A portion of the sale proceeds were used by the reporting person to satisfy tax liabilities incurred by the reporting person. F3 · price: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $13.70 to $13.77, inclusive. The reporting person undertakes to provide Capital Senior Living Corporation, any stockholder of Capital Senior Living Corporation, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| December 27, 2017 Filed Dec 28, 2017 22:00 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | SaleCommon Stock | 13,280 | $13.69 | $181,803.20 |
DisclosureSEC source: 0000899243-17-029674 · doc4.xml · nonDerivative · entry 2 HENDRICKSON CAREY P · CIK 0001482760 · Senior Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,569 F1 · kind: A portion of the sale proceeds were used by the reporting person to satisfy tax liabilities incurred by the reporting person. F2 · price: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $13.65 to $13.75, inclusive. The reporting person undertakes to provide Capital Senior Living Corporation, any stockholder of Capital Senior Living Corporation, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| December 26, 2017 Filed Dec 28, 2017 22:00 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | SaleCommon Stock | 3,419 | $13.85 | $47,353.15 |
DisclosureSEC source: 0000899243-17-029674 · doc4.xml · nonDerivative · entry 1 HENDRICKSON CAREY P · CIK 0001482760 · Senior Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,849 F1 · kind: A portion of the sale proceeds were used by the reporting person to satisfy tax liabilities incurred by the reporting person. Read SEC document |
| March 28, 2017 Filed Mar 28, 2017 23:19 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | GrantCommon Stock | 38,362 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-008792 · doc4.xml · nonDerivative · entry 2 HENDRICKSON CAREY P · CIK 0001482760 · Senior Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,268 F2 · shares: Represents shares of performance-based restricted stock granted on March 28, 2017 under the Company's 2007 Omnibus Stock and Incentive Plan, which vest subject to the satsifcation of certain performance conditions upon the later of (i) the third anniversary of the grant date or (ii) the date that the Compensation Committee of the Company's Board certifies that such performance conditions have been satisfied. Read SEC document |
| March 28, 2017 Filed Mar 28, 2017 23:19 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | GrantCommon Stock | 25,574 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-008792 · doc4.xml · nonDerivative · entry 1 HENDRICKSON CAREY P · CIK 0001482760 · Senior Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,906 F1 · shares: Represents shares of restricted stock granted on March 28, 2017 under the Company's 2007 Omnibus Stock and Incentive Plan, which vest in three installments of 33%, 33% and 34% on March 28, 2018, March 28, 2019 and March 28, 2020, respectively. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:31 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | Disposition to issuerCommon Stock | 583 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-006371 · doc4.xml · nonDerivative · entry 2 HENDRICKSON CAREY P · CIK 0001482760 · Senior Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,332 F2 · shares: Represents shares of performance-based restricted stock that were previously reported as beneficially owned by the reporting person as of February 24, 2016, but were subsequently forfeited due to the Company achieving 95.4% (but not 100%) of the performance target with respect to such shares for fiscal 2016. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:31 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | Disposition to issuerCommon Stock | 125 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-006371 · doc4.xml · nonDerivative · entry 1 HENDRICKSON CAREY P · CIK 0001482760 · Senior Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,915 F1 · shares: Represents shares of performance-based restricted stock that were previously reported as beneficially owned by the reporting person as of August 4, 2014, but were subsequently forfeited due to the Company achieving 97.8% (but not 100%) of the performance target with respect to such shares for fiscal 2016. Read SEC document |
| December 16, 2016 Filed Dec 20, 2016 22:38 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | SaleCommon Stock | 12,500 | $16.83 | $210,375.00 |
DisclosureSEC source: 0000899243-16-036054 · doc4.xml · nonDerivative · entry 1 HENDRICKSON CAREY P · CIK 0001482760 · Senior Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,040 F1 · kind: A portion of the sale proceeds were used by the reporting person to satisfy tax liabilities incurred by the reporting person. F2 · price: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $16.80 to $16.94, inclusive. The reporting person undertakes to provide Capital Senior Living Corporation, any stockholder of Capital Senior Living Corporation, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. 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.