Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CareTrust REIT, Inc.CTRE · Entity 3561 | Director | January 02, 2026 | January 06, 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 02, 2026 · Filed January 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| LTIP UnitsSEC Table II · derivative / convertible security | Direct | 5,781 |
Reported balance
After 2026-01-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 5,781 · Balance 5,781 F1: LTIP Units are a class of units of partnership interests in CTR Partnership, L.P., a Delaware limited partnership (the "Operating Partnership"), the operating subsidiary of the Issuer, designated as LTIP Units ("LTIP Units") intended to qualify as profits interests for U.S. federal income tax purposes. LTIP Units do not have an expiration date. Subject to the terms and conditions of the Second Amended and Restated Agreement of Limited Partnership of the Operating Partnership (as amended, the "Amended Operating Partnership Agreement"), vested LTIP Units that have achieved specified capital account thresholds may be converted into common unit partnership interests in the Operating Partnership, which may thereafter be redeemed for cash or, at the Issuer's election, shares of the Issuer's common stock pursuant to the existing redemption provisions of the Amended Operating Partnership Agreement. F2: Consists of (i) 3,105 LTIP Units representing the annual equity grant to the Reporting Person under the Issuer's non-employee director compensation policy (the "Annual Equity Grant"), which the Reporting Person has elected to receive in LTIP Units, and (ii) 2,676 LTIP Units that the Reporting Person has elected to receive in lieu of the annual cash base retainer payable to the Reporting Person for 2026 in accordance with the Issuer's non-employee director compensation policy. The Annual Equity Grant has been pro-rated for 2026 to account for the equity award compensation received by the Reporting Person for 2025. The LTIP Units vest in full on January 2, 2027, subject to the Reporting Person's continued service through the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: LTIP Units are a class of units of partnership interests in CTR Partnership, L.P., a Delaware limited partnership (the "Operating Partnership"), the operating subsidiary of the Issuer, designated as LTIP Units ("LTIP Units") intended to qualify as profits interests for U.S. federal income tax purposes. LTIP Units do not have an expiration date. Subject to the terms and conditions of the Second Amended and Restated Agreement of Limited Partnership of the Operating Partnership (as amended, the "Amended Operating Partnership Agreement"), vested LTIP Units that have achieved specified capital account thresholds may be converted into common unit partnership interests in the Operating Partnership, which may thereafter be redeemed for cash or, at the Issuer's election, shares of the Issuer's common stock pursuant to the existing redemption provisions of the Amended Operating Partnership Agreement.
F2: Consists of (i) 3,105 LTIP Units representing the annual equity grant to the Reporting Person under the Issuer's non-employee director compensation policy (the "Annual Equity Grant"), which the Reporting Person has elected to receive in LTIP Units, and (ii) 2,676 LTIP Units that the Reporting Person has elected to receive in lieu of the annual cash base retainer payable to the Reporting Person for 2026 in accordance with the Issuer's non-employee director compensation policy. The Annual Equity Grant has been pro-rated for 2026 to account for the equity award compensation received by the Reporting Person for 2025. The LTIP Units vest in full on January 2, 2027, subject to the Reporting Person's continued service through the vesting date.
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 02, 2026 Filed Jan 6, 2026 21:02 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | GrantLTIP Units · Derivative | 5,781 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-001076 · wk-form4_1767751328.xml · derivative · entry 1 Stapley Gregory K. · CIK 0001417559 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,781 Underlying: Common Stock · 5,781 shares Expires not disclosed F1 · derivative.exercise_price: LTIP Units are a class of units of partnership interests in CTR Partnership, L.P., a Delaware limited partnership (the "Operating Partnership"), the operating subsidiary of the Issuer, designated as LTIP Units ("LTIP Units") intended to qualify as profits interests for U.S. federal income tax purposes. LTIP Units do not have an expiration date. Subject to the terms and conditions of the Second Amended and Restated Agreement of Limited Partnership of the Operating Partnership (as amended, the "Amended Operating Partnership Agreement"), vested LTIP Units that have achieved specified capital account thresholds may be converted into common unit partnership interests in the Operating Partnership, which may thereafter be redeemed for cash or, at the Issuer's election, shares of the Issuer's common stock pursuant to the existing redemption provisions of the Amended Operating Partnership Agreement. F2 · shares: Consists of (i) 3,105 LTIP Units representing the annual equity grant to the Reporting Person under the Issuer's non-employee director compensation policy (the "Annual Equity Grant"), which the Reporting Person has elected to receive in LTIP Units, and (ii) 2,676 LTIP Units that the Reporting Person has elected to receive in lieu of the annual cash base retainer payable to the Reporting Person for 2026 in accordance with the Issuer's non-employee director compensation policy. The Annual Equity Grant has been pro-rated for 2026 to account for the equity award compensation received by the Reporting Person for 2025. The LTIP Units vest in full on January 2, 2027, subject to the Reporting Person's continued service through the vesting date. F1 · price: LTIP Units are a class of units of partnership interests in CTR Partnership, L.P., a Delaware limited partnership (the "Operating Partnership"), the operating subsidiary of the Issuer, designated as LTIP Units ("LTIP Units") intended to qualify as profits interests for U.S. federal income tax purposes. LTIP Units do not have an expiration date. Subject to the terms and conditions of the Second Amended and Restated Agreement of Limited Partnership of the Operating Partnership (as amended, the "Amended Operating Partnership Agreement"), vested LTIP Units that have achieved specified capital account thresholds may be converted into common unit partnership interests in the Operating Partnership, which may thereafter be redeemed for cash or, at the Issuer's election, shares of the Issuer's common stock pursuant to the existing redemption provisions of the Amended Operating Partnership Agreement. F1 · derivative.exercise_date: LTIP Units are a class of units of partnership interests in CTR Partnership, L.P., a Delaware limited partnership (the "Operating Partnership"), the operating subsidiary of the Issuer, designated as LTIP Units ("LTIP Units") intended to qualify as profits interests for U.S. federal income tax purposes. LTIP Units do not have an expiration date. Subject to the terms and conditions of the Second Amended and Restated Agreement of Limited Partnership of the Operating Partnership (as amended, the "Amended Operating Partnership Agreement"), vested LTIP Units that have achieved specified capital account thresholds may be converted into common unit partnership interests in the Operating Partnership, which may thereafter be redeemed for cash or, at the Issuer's election, shares of the Issuer's common stock pursuant to the existing redemption provisions of the Amended Operating Partnership Agreement. F2 · derivative.exercise_date: Consists of (i) 3,105 LTIP Units representing the annual equity grant to the Reporting Person under the Issuer's non-employee director compensation policy (the "Annual Equity Grant"), which the Reporting Person has elected to receive in LTIP Units, and (ii) 2,676 LTIP Units that the Reporting Person has elected to receive in lieu of the annual cash base retainer payable to the Reporting Person for 2026 in accordance with the Issuer's non-employee director compensation policy. The Annual Equity Grant has been pro-rated for 2026 to account for the equity award compensation received by the Reporting Person for 2025. The LTIP Units vest in full on January 2, 2027, subject to the Reporting Person's continued service through the vesting date. F1 · derivative.expiration_date: LTIP Units are a class of units of partnership interests in CTR Partnership, L.P., a Delaware limited partnership (the "Operating Partnership"), the operating subsidiary of the Issuer, designated as LTIP Units ("LTIP Units") intended to qualify as profits interests for U.S. federal income tax purposes. LTIP Units do not have an expiration date. Subject to the terms and conditions of the Second Amended and Restated Agreement of Limited Partnership of the Operating Partnership (as amended, the "Amended Operating Partnership Agreement"), vested LTIP Units that have achieved specified capital account thresholds may be converted into common unit partnership interests in the Operating Partnership, which may thereafter be redeemed for cash or, at the Issuer's election, shares of the Issuer's common stock pursuant to the existing redemption provisions of the Amended Operating Partnership Agreement. Read SEC document |
| May 03, 2022 Filed May 5, 2022 16:34 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | Tax withholdingCommon Stock | 100,220 | $16.93 | $1,696,724.60 |
DisclosureSEC source: 0001628280-22-012696 · wf-form4_165178283085863.xml · nonDerivative · entry 2 Stapley Gregory K. · CIK 0001417559 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,945 F2 · 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 |
| May 03, 2022 Filed May 5, 2022 16:34 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | GrantCommon Stock | 45,867 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-012696 · wf-form4_165178283085863.xml · nonDerivative · entry 1 Stapley Gregory K. · CIK 0001417559 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 379,165 F1 · acquired: Represents the accelerated vesting at the target performance level of performance awards previously granted to the Reporting Person. Read SEC document |
| February 11, 2022 Filed Feb 14, 2022 18:23 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | Tax withholdingCommon Stock | 34,190 | $19.81 | $677,303.90 |
DisclosureSEC source: 0001628280-22-002590 · wf-form4_164488097093543.xml · nonDerivative · entry 2 Stapley Gregory K. · CIK 0001417559 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 333,298 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 |
| February 05, 2022 Filed Feb 8, 2022 16:33 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | Tax withholdingCommon Stock | 13,962 | $19.59 | $273,515.58 |
DisclosureSEC source: 0001628280-22-002000 · wf-form4_164435598695815.xml · nonDerivative · entry 1 Stapley Gregory K. · CIK 0001417559 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 395,463 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 31, 2022 Filed Feb 1, 2022 16:59 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | Tax withholdingCommon Stock | 4,548 | $21.21 | $96,463.08 |
DisclosureSEC source: 0001628280-22-001579 · wf-form4_164375274661861.xml · nonDerivative · entry 1 Stapley Gregory K. · CIK 0001417559 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 409,425 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 27, 2022 Filed Jan 27, 2022 19:53 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | Tax withholdingCommon Stock | 5,318 | $20.55 | $109,284.90 |
DisclosureSEC source: 0001628280-22-001400 · wf-form4_164333121381907.xml · nonDerivative · entry 1 Stapley Gregory K. · CIK 0001417559 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 413,973 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 07, 2022 Filed Feb 14, 2022 18:23 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | GiftCommon Stock | 27,975 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-002590 · wf-form4_164488097093543.xml · nonDerivative · entry 1 Stapley Gregory K. · CIK 0001417559 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 367,488 Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 18:43 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | GrantCommon Stock | 6,417 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-025347 · wf-form4_163978460018079.xml · nonDerivative · entry 1 Stapley Gregory K. · CIK 0001417559 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 419,291 F1 · shares: Represents restricted shares of common stock granted to the Reporting Person that vest in three equal annual installments beginning on January 31, 2023. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 20:29 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | GrantCommon Stock | 39,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-003786 · wf-form4_161473495143048.xml · nonDerivative · entry 1 Stapley Gregory K. · CIK 0001417559 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 412,874 F1 · shares: Represents restricted shares of common stock granted to the Reporting Person that vest in three equal annual installments beginning on January 31, 2022. Read SEC document |
| February 06, 2021 Filed Feb 9, 2021 21:17 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | Tax withholdingCommon Stock | 13,692 | $23.48 | $321,488.16 |
DisclosureSEC source: 0001628280-21-001735 · wf-form4_161292345307191.xml · nonDerivative · entry 2 Stapley Gregory K. · CIK 0001417559 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 373,424 F1 · shares: 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 |
| February 05, 2021 Filed Feb 9, 2021 21:17 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | Tax withholdingCommon Stock | 10,003 | $23.48 | $234,870.44 |
DisclosureSEC source: 0001628280-21-001735 · wf-form4_161292345307191.xml · nonDerivative · entry 1 Stapley Gregory K. · CIK 0001417559 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 387,116 F1 · shares: 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 27, 2021 Filed Jan 29, 2021 20:40 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | GrantCommon Stock | 88,806 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-001196 · wf-form4_161197082347326.xml · nonDerivative · entry 1 Stapley Gregory K. · CIK 0001417559 · Director · President, Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 397,119 F1 · shares: Represents restricted shares of common stock granted to the Reporting Person. 50% of the grant vests in three equal annual installments beginning on January 31, 2022 and the other 50% vests over three years based on the Issuer's satisfaction of certain performance criteria during such period. Read SEC document |
| March 09, 2020 Filed Mar 10, 2020 18:33 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | GrantCommon Stock | 95,996 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-20-003348 · wf-form4_158387961515825.xml · nonDerivative · entry 1 Stapley Gregory K. · CIK 0001417559 · Director · President, Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 308,313 F1 · shares: Represents restricted shares of common stock granted to the Reporting Person. 50% of the grant vests in four equal annual installments beginning on January 31, 2021 and the other 50% vests over four years based on the Issuer's satisfaction of certain performance criteria during such period. Read SEC document |
| February 06, 2020 Filed Feb 7, 2020 20:15 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | Tax withholdingCommon Stock | 13,693 | $22.67 | $310,420.31 |
DisclosureSEC source: 0001628280-20-001213 · wf-form4_158112448247327.xml · nonDerivative · entry 1 Stapley Gregory K. · CIK 0001417559 · Director · President, Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,317 F1 · shares: Represents shares of common stock withheld by the Issuer to pay tax withholding obligations of the Reporting Person upon the vesting of restricted stock granted to the Reporting Person on February 6, 2018. Read SEC document |
| February 05, 2020 Filed Feb 6, 2020 18:23 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | Tax withholdingCommon Stock | 8,107 | $22.45 | $182,002.15 |
DisclosureSEC source: 0001628280-20-001151 · wf-form4_158103141151633.xml · nonDerivative · entry 1 Stapley Gregory K. · CIK 0001417559 · Director · President, Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,010 F1 · shares: Represents shares of common stock withheld by the Issuer to pay tax withholding obligations of the Reporting Person upon the vesting of restricted stock granted to the Reporting Person on February 5, 2019. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 19:29 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | Tax withholdingCommon Stock | 17,190 | $22.24 | $382,305.60 |
DisclosureSEC source: 0001628280-20-001122 · wf-form4_158094897742512.xml · nonDerivative · entry 1 Stapley Gregory K. · CIK 0001417559 · Director · President, Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,117 F1 · shares: Represents shares of common stock withheld by the Issuer to pay tax withholding obligations of the Reporting Person upon the vesting of restricted stock granted to the Reporting Person on February 3, 2017. Read SEC document |
| June 30, 2019 Filed Jul 2, 2019 16:31 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | Tax withholdingCommon Stock | 12,650 | $23.78 | $300,817.00 |
DisclosureSEC source: 0001628280-19-008528 · wf-form4_156209948238173.xml · nonDerivative · entry 1 Stapley Gregory K. · CIK 0001417559 · Director · President, Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,307 F1 · shares: Represents shares of common stock withheld by Issuer to pay tax withholding obligation of Reporting Person upon the vesting of restricted stock granted to the Reporting Person on June 29, 2015. Read SEC document |
| May 31, 2019 Filed May 31, 2019 18:40 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | Tax withholdingCommon Stock | 5,679 | $24.31 | $138,056.49 |
DisclosureSEC source: 0001628280-19-007470 · wf-form4_155934243575900.xml · nonDerivative · entry 1 Stapley Gregory K. · CIK 0001417559 · Director · President, Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263,957 F1 · shares: Represents shares of common stock withheld by Issuer to pay tax withholding obligation of Reporting Person upon the vesting of restricted stock granted to the Reporting Person on December 17, 2014. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 18:08 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | Tax withholdingCommon Stock | 13,689 | $21.85 | $299,104.65 |
DisclosureSEC source: 0001628280-19-001144 · wf-form4_154966730981493.xml · nonDerivative · entry 1 Stapley Gregory K. · CIK 0001417559 · Director · President, Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 269,636 F1 · shares: Represents shares of common stock withheld by the Issuer to pay tax withholding obligations of the Reporting Person upon the vesting of restricted stock granted to the Reporting Person on February 6, 2018. Read SEC document |
| February 05, 2019 Filed Feb 5, 2019 20:41 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | GrantCommon Stock | 65,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-19-001003 · wf-form4_154941724810392.xml · nonDerivative · entry 2 Stapley Gregory K. · CIK 0001417559 · Director · President, Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 283,325 F2 · shares: Represents restricted shares of common stock granted to the Reporting Person. 50% of the grant vests in four equal installments beginning on the first anniversary of the grant date and the other 50% vests over four years based on the Issuer's satisfaction of certain performance criteria during such period. Read SEC document |
| February 03, 2019 Filed Feb 5, 2019 20:41 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | Tax withholdingCommon Stock | 17,172 | $21.72 | $372,975.84 |
DisclosureSEC source: 0001628280-19-001003 · wf-form4_154941724810392.xml · nonDerivative · entry 1 Stapley Gregory K. · CIK 0001417559 · Director · President, Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,925 F1 · shares: Represents shares of common stock withheld by the Issuer to pay tax withholding obligations of the Reporting Person upon the vesting of restricted stock granted to the Reporting Person on February 3, 2017. Read SEC document |
| June 30, 2018 Filed Jul 3, 2018 16:47 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | Tax withholdingCommon Stock, par value $0.01 | 12,650 | $16.69 | $211,128.50 |
DisclosureSEC source: 0001628280-18-009084 · wf-form4_153065081494534.xml · nonDerivative · entry 1 Stapley Gregory K. · CIK 0001417559 · Director · President, Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,097 F1 · shares: Represents shares of common stock withheld by Issuer to pay tax withholding obligation of Reporting Person upon the vesting of restricted stock granted to the Reporting Person on June 29, 2015. Read SEC document |
| May 31, 2018 Filed Jun 1, 2018 18:04 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | Tax withholdingCommon Stock, par value $0.01 | 5,679 | $16.49 | $93,646.71 |
DisclosureSEC source: 0001628280-18-007520 · wf-form4_152789065289356.xml · nonDerivative · entry 1 Stapley Gregory K. · CIK 0001417559 · Director · President, Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,747 F1 · shares: Represents shares of common stock withheld by Issuer to pay tax withholding obligation of Reporting Person upon the vesting of restricted stock granted to the Reporting Person on December 17, 2014. Read SEC document |
| February 06, 2018 Filed Feb 6, 2018 17:01 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | GiftCommon Stock, par value $0.01 | 34,219 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-18-001142 · wf-form4_151795445839628.xml · nonDerivative · entry 4 Stapley Gregory K. · CIK 0001417559 · Director · President, Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Stapley Family Trust dated 4/25/2006 Disclosed balance after: 511,280 F4 · shares: Represents shares of common stock acquired in connection with the vesting of restricted stock that have been transferred by the Reporting Person to the Stapley Family Trust dated 4/25/2006. F5 · ownership.nature: These shares are directly owned by the Stapley Family Trust dated 4/25/2006 and indirectly by Gregory K. Stapley as Trustee of the Trust. Gregory K. Stapley is an officer of the issuer. Read SEC document |
| February 06, 2018 Filed Feb 6, 2018 17:01 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | GiftCommon Stock, par value $0.01 | 34,219 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-18-001142 · wf-form4_151795445839628.xml · nonDerivative · entry 3 Stapley Gregory K. · CIK 0001417559 · Director · President, Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 270,743 F4 · shares: Represents shares of common stock acquired in connection with the vesting of restricted stock that have been transferred by the Reporting Person to the Stapley Family Trust dated 4/25/2006. Read SEC document |
| February 06, 2018 Filed Feb 6, 2018 17:01 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | GrantCommon Stock, par value $0.01 | 110,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-18-001142 · wf-form4_151795445839628.xml · nonDerivative · entry 2 Stapley Gregory K. · CIK 0001417559 · Director · President, Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 304,962 F3 · shares: Represents restricted shares of common stock granted to the Reporting Person. 50% of the grant vests in four equal installments beginning on the first anniversary of the grant date and the other 50% vests over four years based on the Issuer's satisfaction of certain performance criteria during such period. Read SEC document |
| February 06, 2018 Filed Feb 14, 2018 19:08 UTC Amendment | CareTrust REIT, Inc. CTRE · Entity 3561 | GiftCommon Stock, par value $0.01 | 16,257 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-18-001723 · wf-form4a_151865330517814.xml · nonDerivative · entry 4 Stapley Gregory K. · CIK 0001417559 · Director · President, Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Stapley Family Trust dated 4/25/2006 Disclosed balance after: 527,537 F4 · shares: Represents shares of common stock acquired in connection with the vesting of restricted stock that have been transferred by the Reporting Person to the Stapley Family Trust dated 4/25/2006. F5 · ownership.nature: These shares are directly owned by the Stapley Family Trust dated 4/25/2006 and indirectly by Gregory K. Stapley as Trustee of the Trust. Gregory K. Stapley is an officer of the issuer. Read SEC document |
| February 06, 2018 Filed Feb 14, 2018 19:08 UTC Amendment | CareTrust REIT, Inc. CTRE · Entity 3561 | GiftCommon Stock, par value $0.01 | 16,257 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-18-001723 · wf-form4a_151865330517814.xml · nonDerivative · entry 3 Stapley Gregory K. · CIK 0001417559 · Director · President, Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253,426 F4 · shares: Represents shares of common stock acquired in connection with the vesting of restricted stock that have been transferred by the Reporting Person to the Stapley Family Trust dated 4/25/2006. Read SEC document |
| February 06, 2018 Filed Feb 14, 2018 19:08 UTC Amendment | CareTrust REIT, Inc. CTRE · Entity 3561 | GrantCommon Stock, par value $0.01 | 110,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-18-001723 · wf-form4a_151865330517814.xml · nonDerivative · entry 2 Stapley Gregory K. · CIK 0001417559 · Director · President, Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 269,683 F3 · shares: Represents restricted shares of common stock granted to the Reporting Person. 50% of the grant vests in four equal installments beginning on the first anniversary of the grant date and the other 50% vests over four years based on the Issuer's satisfaction of certain performance criteria during such period. Read SEC document |
| February 03, 2018 Filed Feb 6, 2018 17:01 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | Tax withholdingCommon Stock, par value $0.01 | 17,199 | $15.37 | $264,348.63 |
DisclosureSEC source: 0001628280-18-001142 · wf-form4_151795445839628.xml · nonDerivative · entry 1 Stapley Gregory K. · CIK 0001417559 · Director · President, Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,502 F1 · shares: Represents shares of common stock withheld by the Issuer to pay tax withholding obligations of the Reporting Person upon the vesting of restricted stock granted to the Reporting Person on February 3, 2017. F2 · balance_after: This Form 4 corrects the total shares of common stock directly and indirectly held by the Reporting Person, as applicable. On prior Form 4s, certain shares of common stock were reported as directly owned, but should have been reported as indirectly owned by the Reporting Person through the Stapley Family Trust dated 4/25/2006. Read SEC document |
| February 03, 2018 Filed Feb 14, 2018 19:08 UTC Amendment | CareTrust REIT, Inc. CTRE · Entity 3561 | Tax withholdingCommon Stock, par value $0.01 | 18,259 | $15.37 | $280,640.83 |
DisclosureSEC source: 0001628280-18-001723 · wf-form4a_151865330517814.xml · nonDerivative · entry 1 Stapley Gregory K. · CIK 0001417559 · Director · President, Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,223 F1 · shares: Represents shares of common stock withheld by the Issuer to pay tax withholding obligations of the Reporting Person upon the vesting of restricted stock granted to the Reporting Person on February 3, 2017. F2 · balance_after: This Amendment to Form 4 is being filed to correct the total shares of common stock as previously reported as directly and indirectly held by the Reporting Person, as applicable. Read SEC document |
| June 30, 2017 Filed Jul 3, 2017 16:22 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | Tax withholdingCommon Stock, par value $0.01 | 14,096 | $18.54 | $261,339.84 |
DisclosureSEC source: 0001628280-17-006886 · wf-form4_149911335883122.xml · nonDerivative · entry 1 Stapley Gregory K. · CIK 0001417559 · Director · President, Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,701 F1 · shares: Represents shares of common stock withheld by Issuer to pay tax withholding obligation of Reporting Person upon the vesting of restricted stock granted to the Reporting Person on June 29, 2015. Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 16:47 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | Tax withholdingCommon Stock, par value $0.01 | 6,329 | $18.25 | $115,504.25 |
DisclosureSEC source: 0001628280-17-006170 · wf-form4_149643640971235.xml · nonDerivative · entry 1 Stapley Gregory K. · CIK 0001417559 · Director · President, Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,797 F1 · shares: Represents shares of common stock withheld by Issuer to pay tax withholding obligation of Reporting Person upon the vesting of restricted stock granted to the Reporting person on December 17, 2014. Read SEC document |
| February 03, 2017 Filed Feb 7, 2017 21:00 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | GrantCommon Stock, par value $0.01 | 103,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-17-000972 · wf-form4_148651924369487.xml · nonDerivative · entry 1 Stapley Gregory K. · CIK 0001417559 · Director · President, Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,126 F1 · shares: Represents restricted shares of common stock granted to the Reporting Person. Such shares vest in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| December 01, 2016 Filed Jan 26, 2017 17:07 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | OtherCommon Stock, par value $0.01 | 1,541 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-17-000443 · wf-form5_148546842787138.xml · nonDerivative · entry 3 Stapley Gregory K. · CIK 0001417559 · Director · President, Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Stapley Family Trust dated 4/25/2006 Disclosed balance after: 477,061 F1 · balance_after: Reflects the settlement of the estate of Marian K. Stapley. In connection with the estate's settlement, Stapley Family Trust dated 4/25/2006 received 1,541 shares from the Marian K. Stapley Estate and the remainder of the shares, 181 from the Marian K. Stapley Estate and 53,819 from the Marian K. Stapley Revocable Trust dated 4/29/1965, were distributed to third parties. Gregory K. Stapley, as executor of the Marian K. Stapley Estate and trustee of the Marian K. Stapley Revocable Trust dated 4/29/1965, previously reported that he was the indirect beneficial owner of all of these shares. F2 · ownership.nature: These shares are directly owned by the Stapley Family Trust dated 4/25/2006 and indirectly by Gregory K. Stapley as Trustee of the Trust. Gregory K. Stapley is an officer of the issuer. Read SEC document |
| December 01, 2016 Filed Jan 26, 2017 17:07 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | OtherCommon Stock, par value $0.01 | 53,819 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-17-000443 · wf-form5_148546842787138.xml · nonDerivative · entry 2 Stapley Gregory K. · CIK 0001417559 · Director · President, Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Marian K. Stapley Revocable Trust dated 4/29/1965 Disclosed balance after: 0 F1 · balance_after: Reflects the settlement of the estate of Marian K. Stapley. In connection with the estate's settlement, Stapley Family Trust dated 4/25/2006 received 1,541 shares from the Marian K. Stapley Estate and the remainder of the shares, 181 from the Marian K. Stapley Estate and 53,819 from the Marian K. Stapley Revocable Trust dated 4/29/1965, were distributed to third parties. Gregory K. Stapley, as executor of the Marian K. Stapley Estate and trustee of the Marian K. Stapley Revocable Trust dated 4/29/1965, previously reported that he was the indirect beneficial owner of all of these shares. Read SEC document |
| December 01, 2016 Filed Jan 26, 2017 17:07 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | OtherCommon Stock, par value $0.01 | 1,722 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-17-000443 · wf-form5_148546842787138.xml · nonDerivative · entry 1 Stapley Gregory K. · CIK 0001417559 · Director · President, Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Marian K. Stapley Estate Disclosed balance after: 0 F1 · balance_after: Reflects the settlement of the estate of Marian K. Stapley. In connection with the estate's settlement, Stapley Family Trust dated 4/25/2006 received 1,541 shares from the Marian K. Stapley Estate and the remainder of the shares, 181 from the Marian K. Stapley Estate and 53,819 from the Marian K. Stapley Revocable Trust dated 4/29/1965, were distributed to third parties. Gregory K. Stapley, as executor of the Marian K. Stapley Estate and trustee of the Marian K. Stapley Revocable Trust dated 4/29/1965, previously reported that he was the indirect beneficial owner of all of these shares. 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.