Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Healthcare Realty Trust IncHR · Entity 3726 | EVP and COO | September 08, 2026 | September 09, 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.
Healthcare Realty Trust Inc
Report date September 08, 2026 · Filed September 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 276,338 |
Reported balance
After 2026-09-08 transaction · row 1
1 source rowRow 1 · 2026-09-08 · Sale · Disposed 21,000 · Balance 276,338 F1: This transaction was executed in multiple trades at prices ranging from $19.11 to $19.12. The price reported above reflects the weighted-average sales price. The reporting person hereby undertakes to provide full information regarding the number of shares and the prices at which the transactions were effected upon request by the SEC staff, the issuer or a security holder of the issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $19.11 to $19.12. The price reported above reflects the weighted-average sales price. The reporting person hereby undertakes to provide full information regarding the number of shares and the prices at which the transactions were effected upon request by the SEC staff, the issuer or a security holder of the issuer.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
HRTI, LLC
Report date July 20, 2022 · Filed July 22, 2022
Section 16 reporting ended · disclosed 2022-07-22. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-07-20 transaction · row 1
1 source rowRow 1 · 2022-07-20 · Disposition to issuer · Disposed 185,739 · Balance 0 F1: Disposed of pursuant to merger agreement between issuer and Healthcare Trust of America, Inc. ("HTA") in exchange for an equal number of shares of HTA common stock having a market value of $29.19 per share on the effective date of the merger. |
| Common StockSEC Table I · non-derivative | Indirectby child 1 | 0 |
Reported balance
After 2022-07-20 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2022-07-20 · Disposition to issuer · Disposed 16 · Balance 0 F1: Disposed of pursuant to merger agreement between issuer and Healthcare Trust of America, Inc. ("HTA") in exchange for an equal number of shares of HTA common stock having a market value of $29.19 per share on the effective date of the merger. |
| Common StockSEC Table I · non-derivative | Indirectby child 2 | 0 |
Reported balance
After 2022-07-20 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2022-07-20 · Disposition to issuer · Disposed 16 · Balance 0 F1: Disposed of pursuant to merger agreement between issuer and Healthcare Trust of America, Inc. ("HTA") in exchange for an equal number of shares of HTA common stock having a market value of $29.19 per share on the effective date of the merger. |
| Common StockSEC Table I · non-derivative | Indirectby child 3 | 0 |
Reported balance
After 2022-07-20 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2022-07-20 · Disposition to issuer · Disposed 16 · Balance 0 F1: Disposed of pursuant to merger agreement between issuer and Healthcare Trust of America, Inc. ("HTA") in exchange for an equal number of shares of HTA common stock having a market value of $29.19 per share on the effective date of the merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to merger agreement between issuer and Healthcare Trust of America, Inc. ("HTA") in exchange for an equal number of shares of HTA common stock having a market value of $29.19 per share on the effective date of the merger.
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 |
|---|---|---|---|---|---|---|
| December 18, 2017 Filed Dec 20, 2017 15:26 UTC | HRTI, LLC HR · Entity 125212 | SaleCommon Stock | 1,495 | $33.87 | $50,635.65 |
DisclosureSEC source: 0000899749-17-000148 · wf-form4_151380156887135.xml · nonDerivative · entry 1 Hull Robert E · CIK 0001693846 · EVP - Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,796 Read SEC document |
| December 13, 2017 Filed Dec 14, 2017 16:20 UTC | HRTI, LLC HR · Entity 125212 | Tax withholdingCommon Stock | 2,886 | $32.96 | $95,122.56 |
DisclosureSEC source: 0000899749-17-000144 · wf-form4_151328643749612.xml · nonDerivative · entry 1 Hull Robert E · CIK 0001693846 · EVP - Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,291 F1 · shares: These shares were surrendered to the Company to satisfy tax withholding obligations. Read SEC document |
| December 11, 2017 Filed Dec 11, 2017 18:15 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 41,194 | $32.63 | $1,344,160.22 |
DisclosureSEC source: 0000899749-17-000138 · wf-form4_151303410889216.xml · nonDerivative · entry 1 Hull Robert E · CIK 0001693846 · EVP - Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,177 Read SEC document |
| May 15, 2017 Filed May 15, 2017 15:47 UTC | HRTI, LLC HR · Entity 125212 | SaleCommon Stock | 166 | $32.60 | $5,411.60 |
DisclosureSEC source: 0000899749-17-000085 · wf-form4_149487763405737.xml · nonDerivative · entry 3 Hull Robert E · CIK 0001693846 · EVP - Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,983 Read SEC document |
| May 12, 2017 Filed May 15, 2017 15:47 UTC | HRTI, LLC HR · Entity 125212 | SaleCommon Stock | 25 | $32.38 | $809.50 |
DisclosureSEC source: 0000899749-17-000085 · wf-form4_149487763405737.xml · nonDerivative · entry 2 Hull Robert E · CIK 0001693846 · EVP - Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,149 Read SEC document |
| May 12, 2017 Filed May 15, 2017 15:47 UTC | HRTI, LLC HR · Entity 125212 | SaleCommon Stock | 1,553 | $32.43 | $50,363.79 |
DisclosureSEC source: 0000899749-17-000085 · wf-form4_149487763405737.xml · nonDerivative · entry 1 Hull Robert E · CIK 0001693846 · EVP - Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,174 Read SEC document |
| January 01, 2017 Filed Jan 5, 2017 17:57 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 1,778 | $29.73 | $52,859.94 |
DisclosureSEC source: 0000899749-17-000020 · wf-form4_148365705027375.xml · nonDerivative · entry 1 Hull Robert E · CIK 0001693846 · EVP - Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,730 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.