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 21:01 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | GrantLTIP Units · Derivative | 5,781 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-001074 · wk-form4_1767751274.xml · derivative · entry 1 Plumb Spencer G · CIK 0001488560 · 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 |
| April 29, 2025 Filed Apr 30, 2025 19:35 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | GrantCommon Stock | 5,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-021264 · wk-form4_1746056144.xml · nonDerivative · entry 1 Plumb Spencer G · CIK 0001488560 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,777 F1 · acquired: Represents restricted shares of common stock granted to the Reporting Person under the Issuer's non-employee director compensation plan. The shares vest in full on the earlier of April 29, 2026 or the commencement of Issuer's 2026 Annual Meeting of Stockholders. Read SEC document |
| April 25, 2024 Filed Apr 29, 2024 21:01 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | GrantCommon Stock | 5,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-019166 · wk-form4_1714438851.xml · nonDerivative · entry 1 Plumb Spencer G · CIK 0001488560 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,740 F1 · acquired: Represents restricted shares of common stock granted to the Reporting Person under the Issuer's non-employee director compensation plan. The shares vest in full on the earlier of April 25, 2025 or the commencement of Issuer's 2025 Annual Meeting of Stockholders. Read SEC document |
| April 27, 2023 Filed May 1, 2023 16:24 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | GrantCommon Stock | 6,192 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-014590 · wf-form4_168297267348973.xml · nonDerivative · entry 1 Plumb Spencer G · CIK 0001488560 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,312 F1 · acquired: Represents restricted shares of common stock granted to the Reporting Person under the Issuer's non-employee director compensation plan. The shares vest in full on the earlier of April 27, 2024 or the commencement of Issuer's 2024 Annual Meeting of Stockholders. Read SEC document |
| May 03, 2022 Filed May 5, 2022 16:36 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | GrantCommon Stock | 6,498 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-012701 · wf-form4_165178295628652.xml · nonDerivative · entry 1 Plumb Spencer G · CIK 0001488560 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,120 F1 · acquired: Represents restricted shares of common stock granted to the Reporting Person under the Issuer's non-employee director compensation plan. The shares vest in full on the earlier of May 3, 2023 or the commencement of Issuer's 2023 Annual Meeting of Stockholders. Read SEC document |
| April 30, 2021 Filed May 4, 2021 19:27 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | GrantCommon Stock | 4,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-008948 · wf-form4_162017080896176.xml · nonDerivative · entry 1 Plumb Spencer G · CIK 0001488560 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,622 F1 · shares: Represents restricted shares of common stock granted to the Reporting Person under the Issuer's non-employee director compensation plan. The shares vest in full on the earlier of April 30, 2022 or the commencement of Issuer's 2022 Annual Meeting of Stockholders. Read SEC document |
| April 30, 2020 Filed May 4, 2020 19:33 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | GrantCommon Stock | 5,765 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-20-006315 · wf-form4_158863520338717.xml · nonDerivative · entry 1 Plumb Spencer G · CIK 0001488560 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,486 F1 · shares: Represents restricted shares of common stock granted to the Reporting Person under the Issuer's non-employee director compensation plan. The shares vest in full on the earlier of April 30, 2021 or the commencement of Issuer's 2021 Annual Meeting of Stockholders. Read SEC document |
| March 13, 2020 Filed Mar 16, 2020 18:13 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | PurchaseCommon Stock | 1,500 | $12.77 | $19,155.00 |
DisclosureSEC source: 0001628280-20-003674 · wf-form4_158439678700579.xml · nonDerivative · entry 1 Plumb Spencer G · CIK 0001488560 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,721 F1 · price: The price reported in Column 4 is a weighted average price. The shares reported in this Form 4 were purchased in separate transactions at prices ranging from $12.75 to $12.80, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 price range set forth in this footnote. Read SEC document |
| May 01, 2019 Filed May 2, 2019 20:19 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | GrantCommon Stock | 3,715 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-19-005736 · wf-form4_155684277360242.xml · nonDerivative · entry 1 Plumb Spencer G · CIK 0001488560 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,221 F1 · shares: Represents restricted shares of common stock granted to the Reporting Person under the Issuer's non-employee director compensation plan. The shares vest in full on the earlier of April 30, 2020 or the commencement of Issuer's 2020 Annual Meeting of Stockholders. Read SEC document |
| May 30, 2018 Filed May 31, 2018 20:31 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | GrantCommon Stock | 3,954 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-18-007463 · wf-form4_152781303886246.xml · nonDerivative · entry 1 Plumb Spencer G · CIK 0001488560 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,506 F1 · shares: Represents restricted shares of common stock granted to the Reporting Person under the Issuer's non-employee director compensation plan. The shares vest in full on the earlier of May 30, 2019 and the commencement of Issuer's 2019 Annual Meeting of Stockholders. Read SEC document |
| July 20, 2017 Filed Jul 21, 2017 16:09 UTC | CareTrust REIT, Inc. CTRE · Entity 3561 | GrantCommon Stock | 3,552 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-17-007194 · wf-form4_150066776374746.xml · nonDerivative · entry 1 Plumb Spencer G · CIK 0001488560 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,552 F1 · shares: Represents restricted shares of common stock granted to the Reporting Person under the Issuer's non-employee director compensation plan. The shares vest in full on the earlier of June 30, 2018 and the commencement of Issuer's 2018 Annual Meeting of Stockholders. 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.