Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Healthcare Realty Trust IncHR · Entity 3726 | EVP and CFO | January 03, 2026 | January 05, 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 January 03, 2026 · Filed January 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 98,477 |
Reported balance
After 2026-01-03 transaction · row 1
1 source rowRow 1 · 2026-01-03 · Tax withholding · Disposed 664 · Balance 98,477 F1: This transaction represents shares withheld by the issuer to satisfy its required tax withholding obligation in connection with the vesting of restricted shares previously granted to the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction represents shares withheld by the issuer to satisfy its required tax withholding obligation in connection with the vesting of restricted shares 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 03, 2026 Filed Jan 5, 2026 16:06 UTC | Healthcare Realty Trust Inc HR · Entity 3726 | Tax withholdingCommon Stock | 664 | $16.95 | $11,254.80 |
DisclosureSEC source: 0002039887-26-000002 · wk-form4_1767647165.xml · nonDerivative · entry 1 Helfrich Austen B. · CIK 0002039887 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,477 F1 · shares: This transaction represents shares withheld by the issuer to satisfy its required tax withholding obligation in connection with the vesting of restricted shares previously granted to the reporting person. Read SEC document |
| February 28, 2025 Filed Mar 3, 2025 06:18 UTC | Healthcare Realty Trust Inc HR · Entity 3726 | GrantCommon Stock | 43,782 | $17.13 | $749,985.66 |
DisclosureSEC source: 0001360604-25-000039 · wk-form4_1741000728.xml · nonDerivative · entry 1 Helfrich Austen B. · CIK 0002039887 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,141 Read SEC document |
| February 11, 2025 Filed Feb 12, 2025 17:09 UTC | Healthcare Realty Trust Inc HR · Entity 3726 | GrantCommon Stock | 27,829 | $16.17 | $449,994.93 |
DisclosureSEC source: 0001360604-25-000016 · wk-form4_1739398133.xml · nonDerivative · entry 2 Helfrich Austen B. · CIK 0002039887 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,359 Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 17:09 UTC | Healthcare Realty Trust Inc HR · Entity 3726 | Tax withholdingCommon Stock | 205 | $16.27 | $3,335.35 |
DisclosureSEC source: 0001360604-25-000016 · wk-form4_1739398133.xml · nonDerivative · entry 1 Helfrich Austen B. · CIK 0002039887 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,530 Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 18:07 UTC | Healthcare Realty Trust Inc HR · Entity 3726 | GrantCommon Stock | 3,984 | $16.94 | $67,488.96 |
DisclosureSEC source: 0001360604-25-000012 · wk-form4_1735945630.xml · nonDerivative · entry 1 Helfrich Austen B. · CIK 0002039887 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,735 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.