Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CareTrust REIT, Inc.CTRE · Entity 3561 | Chief Accounting Officer | January 31, 2026 | February 03, 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.
CareTrust REIT, Inc.
Report date January 31, 2026 · Filed February 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 70,006 |
Reported balance
After 2026-01-31 transaction · row 1
1 source rowRow 1 · 2026-01-31 · Tax withholding · Disposed 12,208 · Balance 70,006 F1: Represents shares of common stock withheld by the Issuer to pay tax withholding obligations of the Reporting Person upon the vesting of restricted stock previously granted to the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock withheld by the Issuer to pay tax withholding obligations of the Reporting Person upon the vesting of restricted stock previously granted to the Reporting Person.
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 |
|---|---|---|---|---|---|---|
| January 31, 2026 Filed Feb 3, 2026 17:01 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | Tax withholdingCommon Stock | 12,208 | $37.34 | $455,846.72 |
DisclosureSEC source: 0001628280-26-005095 · wk-form4_1770156061.xml · nonDerivative · entry 1 BEALE LAUREN · CIK 0002051618 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,006 F1 · acquired: Represents shares of common stock withheld by the Issuer to pay tax withholding obligations of the Reporting Person upon the vesting of restricted stock previously granted to the Reporting Person. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 20:59 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | GrantCommon Stock | 11,133 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-001071 · wk-form4_1767751164.xml · nonDerivative · entry 1 BEALE LAUREN · CIK 0002051618 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,214 F1 · shares: Represents a grant of restricted stock units that vest in three equal annual installments beginning on January 31, 2027, subject to the Reporting Person's continued service through the vesting date. Each restricted stock unit represents the right to receive one share of the Issuer's common stock. Read SEC document |
| January 31, 2025 Filed Feb 3, 2025 16:54 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | Tax withholdingCommon Stock | 8,111 | $26.50 | $214,941.50 |
DisclosureSEC source: 0001628280-25-003504 · wk-form4_1738619673.xml · nonDerivative · entry 1 BEALE LAUREN · CIK 0002051618 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,081 F1 · acquired: Represents shares of common stock withheld by the Issuer to pay tax withholding obligations of the Reporting Person upon vesting of restricted stock granted to the Reporting Person. Read SEC document |
| January 28, 2025 Filed Jan 30, 2025 19:55 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | GrantCommon Stock | 7,361 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-003229 · wk-form4_1738284925.xml · nonDerivative · entry 1 BEALE LAUREN · CIK 0002051618 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,192 F1 · shares: Represents restricted shares of common stock granted to the Reporting Person that vest after a one year period on January 31, 2026. 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.