Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Brookdale Senior Living Inc.BKD · Entity 4268 | EVP - Chief Operating Officer | February 12, 2026 | February 17, 2026 |
| Guardian Pharmacy Services, Inc.GRDN · Entity 4361 | Director | May 05, 2026 | May 07, 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.
Brookdale Senior Living Inc.
Report date February 12, 2026 · Filed February 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 60,123 |
Reported balance
After 2026-02-12 transaction · row 1
1 source rowRow 1 · 2026-02-12 · Grant · Acquired 21,286 · Balance 60,123 F1: Grants of time-based restricted stock units under the Brookdale Senior Living Inc. 2024 Omnibus Incentive Plan. Such restricted stock units are eligible to vest ratably in three annual installments beginning February 27, 2027, subject to continued employment. Each restricted stock unit is generally payable in the form of one share of the issuer's common stock upon vesting. This Form 4 does not report the grants of performance-based restricted stock units to the reporting person on February 12, 2026, which will be eligible to vest and be paid with respect to 31,930 shares of the issuer's common stock at target performance levels. The actual number of shares of the issuer's common stock, if any, that become payable under such performance-based restricted stock units will be reported following conclusion of the applicable performance periods. |
Filing footnotes · ownership attribution and instrument terms
F1: Grants of time-based restricted stock units under the Brookdale Senior Living Inc. 2024 Omnibus Incentive Plan. Such restricted stock units are eligible to vest ratably in three annual installments beginning February 27, 2027, subject to continued employment. Each restricted stock unit is generally payable in the form of one share of the issuer's common stock upon vesting. This Form 4 does not report the grants of performance-based restricted stock units to the reporting person on February 12, 2026, which will be eligible to vest and be paid with respect to 31,930 shares of the issuer's common stock at target performance levels. The actual number of shares of the issuer's common stock, if any, that become payable under such performance-based restricted stock units will be reported following conclusion of the applicable performance periods.
Guardian Pharmacy Services, Inc.
Report date May 05, 2026 · Filed May 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 15,071 |
Reported balance
After 2026-05-05 transaction · row 1
1 source rowRow 1 · 2026-05-05 · Grant · Acquired 4,028 · Balance 15,071 F1: Represents restricted stock units payable solely in shares of Class A common stock of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units payable solely in shares of Class A common stock of the Issuer.
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 05, 2026 Filed May 7, 2026 20:20 UTC | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | GrantClass A Common Stock | 4,028 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-212051 · ownership.xml · nonDerivative · entry 1 Patchett Mary Sue · CIK 0001568874 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,071 F1 · shares: Represents restricted stock units payable solely in shares of Class A common stock of the Issuer. Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 21:55 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | GrantCommon Stock | 21,286 | $0.00 | $0.00 |
DisclosureSEC source: 0001332349-26-000022 · wk-form4_1771365329.xml · nonDerivative · entry 1 Patchett Mary Sue · CIK 0001568874 · EVP - Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,123 F1 · kind: Grants of time-based restricted stock units under the Brookdale Senior Living Inc. 2024 Omnibus Incentive Plan. Such restricted stock units are eligible to vest ratably in three annual installments beginning February 27, 2027, subject to continued employment. Each restricted stock unit is generally payable in the form of one share of the issuer's common stock upon vesting. This Form 4 does not report the grants of performance-based restricted stock units to the reporting person on February 12, 2026, which will be eligible to vest and be paid with respect to 31,930 shares of the issuer's common stock at target performance levels. The actual number of shares of the issuer's common stock, if any, that become payable under such performance-based restricted stock units will be reported following conclusion of the applicable performance periods. Read SEC document |
| May 09, 2025 Filed May 12, 2025 21:40 UTC | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | GrantClass A Common Stock | 3,901 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-069506 · ownership.xml · nonDerivative · entry 1 Patchett Mary Sue · CIK 0001568874 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,043 F1 · shares: Represents restricted stock units payable solely in shares of Class A common stock of the Issuer. Read SEC document |
| September 27, 2024 Filed Oct 1, 2024 21:46 UTC | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | GrantClass A Common Stock | 3,571 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-110988 · ownership.xml · nonDerivative · entry 2 Patchett Mary Sue · CIK 0001568874 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,142 F2 · shares: Represents restricted stock units payable solely in shares of Class A common stock of the Issuer. Read SEC document |
| September 27, 2024 Filed Oct 1, 2024 21:46 UTC | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | PurchaseClass A Common Stock | 3,571 | $14.00 | $49,994.00 |
DisclosureSEC source: 0000950170-24-110988 · ownership.xml · nonDerivative · entry 1 Patchett Mary Sue · CIK 0001568874 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,571 F1 · shares: Represents shares purchased pursuant to a directed share purchase program in connection with the Issuer's initial public offering. Read SEC document |
| February 27, 2020 Filed Feb 28, 2020 22:36 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | Tax withholdingCommon Stock | 11,180 | $6.39 | $71,440.20 |
DisclosureSEC source: 0001332349-20-000066 · wf-form4_158292936432543.xml · nonDerivative · entry 2 Patchett Mary Sue · CIK 0001568874 · EVP - Community Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 339,212 F2 · shares: Represents share withholding to satisfy tax withholding obligations due upon the vesting of restricted stock previously granted to the reporting person. Read SEC document |
| February 27, 2020 Filed Feb 28, 2020 22:36 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | Disposition to issuerCommon Stock | 17,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001332349-20-000066 · wf-form4_158292936432543.xml · nonDerivative · entry 1 Patchett Mary Sue · CIK 0001568874 · EVP - Community Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350,392 F1 · shares: Represents the forfeiture of a portion of the performance-based restricted shares granted to the reporting person in 2017 due to the failure to achieve performance goals established by the Compensation Committee. Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 23:16 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | GrantCommon Stock | 63,921 | $0.00 | $0.00 |
DisclosureSEC source: 0001332349-20-000038 · wf-form4_158172219406089.xml · nonDerivative · entry 1 Patchett Mary Sue · CIK 0001568874 · EVP - Community Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 368,206 F1 · shares: Grant of time-based restricted stock units under the Amended and Restated Brookdale Senior Living Inc. 2014 Omnibus Incentive Plan. Such restricted stock units are eligible to vest ratably in four annual installments beginning February 27, 2021, subject to continued employment. Each restricted stock unit is generally payable in the form of one share of the issuer's common stock upon vesting. This Form 4 does not report the grant of performance-based restricted stock units to the reporting person on February 12, 2020, which will be eligible to vest and be paid with respect to 63,920 shares of the issuer's common stock at target performance levels. The actual number of shares of the issuer's common stock, if any, that become payable under such performance-based restricted stock units will be reported following conclusion of the performance period ending December 31, 2022. Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 23:37 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | Tax withholdingCommon Stock | 6,480 | $6.91 | $44,776.80 |
DisclosureSEC source: 0001332349-19-000047 · wf-form4_155148342912497.xml · nonDerivative · entry 2 Patchett Mary Sue · CIK 0001568874 · EVP - Community Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 304,285 F2 · shares: Represents share withholding to satisfy tax withholding obligations due upon the vesting of restricted stock previously granted to the reporting person. Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 23:37 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | Disposition to issuerCommon Stock | 18,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001332349-19-000047 · wf-form4_155148342912497.xml · nonDerivative · entry 1 Patchett Mary Sue · CIK 0001568874 · EVP - Community Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310,765 F1 · shares: Represents the forfeiture of a portion of the restricted shares granted to the reporting person in 2016 due to the failure to achieve performance goals established by the Compensation Committee. Read SEC document |
| February 11, 2019 Filed Feb 14, 2019 01:11 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | GrantCommon Stock | 14,313 | $0.00 | $0.00 |
DisclosureSEC source: 0001332349-19-000029 · wf-form4_155010667282270.xml · nonDerivative · entry 3 Patchett Mary Sue · CIK 0001568874 · EVP - Community Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 329,010 F2 · shares: Grant of performance-based vesting restricted common stock under the 2014 Plan. The number of shares that will vest will be based on achievement of performance goals established by the Compensation Committee. Any performance-based shares that do not vest at the conclusion of the applicable performance period will be forfeited. Read SEC document |
| February 11, 2019 Filed Feb 14, 2019 01:11 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | GrantCommon Stock | 42,939 | $0.00 | $0.00 |
DisclosureSEC source: 0001332349-19-000029 · wf-form4_155010667282270.xml · nonDerivative · entry 2 Patchett Mary Sue · CIK 0001568874 · EVP - Community Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 314,697 F2 · shares: Grant of performance-based vesting restricted common stock under the 2014 Plan. The number of shares that will vest will be based on achievement of performance goals established by the Compensation Committee. Any performance-based shares that do not vest at the conclusion of the applicable performance period will be forfeited. Read SEC document |
| February 11, 2019 Filed Feb 14, 2019 01:11 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | GrantCommon Stock | 57,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001332349-19-000029 · wf-form4_155010667282270.xml · nonDerivative · entry 1 Patchett Mary Sue · CIK 0001568874 · EVP - Community Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 271,758 F1 · shares: Grant of time-based vesting restricted common stock under the Amended and Restated Brookdale Senior Living Inc. 2014 Omnibus Incentive Plan (the "2014 Plan"). Read SEC document |
| November 19, 2018 Filed Nov 20, 2018 21:44 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | Tax withholdingCommon Stock | 1,299 | $7.67 | $9,963.33 |
DisclosureSEC source: 0001332349-18-000152 · wf-form4_154275025030929.xml · nonDerivative · entry 1 Patchett Mary Sue · CIK 0001568874 · EVP - Community Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,506 F1 · shares: Represents share withholding to satisfy tax withholding obligations due upon the vesting of restricted stock previously granted to the reporting person. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 02:39 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | Disposition to issuerCommon Stock | 3,905 | $0.00 | $0.00 |
DisclosureSEC source: 0001332349-18-000055 · wf-form4_151987194786756.xml · nonDerivative · entry 2 Patchett Mary Sue · CIK 0001568874 · EVP - Community Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,805 F2 · shares: Represents the forfeiture of a portion of the restricted shares granted to the reporting person in 2015 due to the failure to achieve performance goals established by the Compensation Committee. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 02:39 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | Tax withholdingCommon Stock | 4,521 | $6.81 | $30,788.01 |
DisclosureSEC source: 0001332349-18-000055 · wf-form4_151987194786756.xml · nonDerivative · entry 1 Patchett Mary Sue · CIK 0001568874 · EVP - Community Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,710 F1 · shares: Represents share withholding to satisfy tax withholding obligations due upon the vesting of restricted stock previously granted to the reporting person. Read SEC document |
| January 05, 2018 Filed Jan 9, 2018 23:55 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | GrantCommon Stock | 82,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001332349-18-000015 · wf-form4_151554210931971.xml · nonDerivative · entry 1 Patchett Mary Sue · CIK 0001568874 · EVP - Community Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,231 F1 · shares: Grant of restricted common stock under the Brookdale Senior Living Inc. 2014 Omnibus Incentive Plan, as amended and restated. Read SEC document |
| November 19, 2017 Filed Nov 20, 2017 21:57 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | Tax withholdingCommon Stock | 1,459 | $10.42 | $15,202.78 |
DisclosureSEC source: 0001332349-17-000078 · wf-form4_151121504769685.xml · nonDerivative · entry 1 Patchett Mary Sue · CIK 0001568874 · EVP - Community & Field Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,586 F1 · shares: Represents share withholding to satisfy tax withholding obligations due upon the vesting of restricted stock previously granted to the reporting person. Read SEC document |
| February 27, 2017 Filed Mar 2, 2017 00:08 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | Disposition to issuerCommon Stock | 4,998 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-010081 · doc1.xml · nonDerivative · entry 2 Patchett Mary Sue · CIK 0001568874 · EVP - Community & Field Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,045 F2 · shares: Represents the forfeiture of a portion of the restricted shares granted to the reporting person in 2014 due to the failure to achieve performance goals established by the Compensation Committee. Read SEC document |
| February 27, 2017 Filed Mar 2, 2017 00:08 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | Tax withholdingCommon Stock | 3,626 | $14.63 | $53,048.38 |
DisclosureSEC source: 0001140361-17-010081 · doc1.xml · nonDerivative · entry 1 Patchett Mary Sue · CIK 0001568874 · EVP - Community & Field Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,043 F1 · shares: Represents share withholding to satisfy tax withholding obligations due upon the vesting of restricted stock previously granted to the reporting person. Read SEC document |
| February 13, 2017 Filed Feb 16, 2017 00:15 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | GrantCommon Stock | 23,753 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-007828 · doc1.xml · nonDerivative · entry 2 Patchett Mary Sue · CIK 0001568874 · EVP - Community & Field Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,669 F2 · shares: Grant of performance-based vesting restricted common stock under the 2014 Plan. Vesting will be based on achievement of performance goals established by the Compensation Committee. Any performance-based shares that do not vest at the conclusion of the applicable performance period will be forfeited. Read SEC document |
| February 13, 2017 Filed Feb 16, 2017 00:15 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | GrantCommon Stock | 23,754 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-007828 · doc1.xml · nonDerivative · entry 1 Patchett Mary Sue · CIK 0001568874 · EVP - Community & Field Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,916 F1 · shares: Grant of time-based vesting restricted common stock under the Brookdale Senior Living Inc. 2014 Omnibus Incentive Plan (the "2014 Plan"). Read SEC document |
| November 19, 2016 Filed Nov 21, 2016 23:57 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | Tax withholdingCommon Stock | 1,459 | $12.21 | $17,814.39 |
DisclosureSEC source: 0001140361-16-087471 · doc1.xml · nonDerivative · entry 1 Patchett Mary Sue · CIK 0001568874 · EVP - Community & Field Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,162 F1 · shares: Represents share withholding to satisfy tax withholding obligations due upon the vesting of restricted stock previously granted to the reporting person. 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.