Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NATIONAL HEALTH INVESTORS INCNHI · Entity 4125 | Director | December 09, 2025 | December 11, 2025 |
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.
NATIONAL HEALTH INVESTORS INC
Report date December 09, 2025 · Filed December 11, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectTrustee | 135,185 |
Reported balance
After 2025-12-09 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2025-12-09 · Exercise / conversion · Acquired 25,000 · Balance 135,185 |
| Common StockSEC Table I · non-derivative | IndirectTrustee | 160,185 |
Reported balance
After 2025-12-09 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2025-12-09 · Exercise / conversion · Acquired 25,000 · Balance 160,185 |
| Common StockSEC Table I · non-derivative | IndirectTrustee | 170,185 |
Reported balance
After 2025-12-09 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2025-12-09 · Exercise / conversion · Acquired 10,000 · Balance 170,185 |
| Common StockSEC Table I · non-derivative | IndirectTrustee | 180,185 |
Reported balance
After 2025-12-09 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2025-12-09 · Exercise / conversion · Acquired 10,000 · Balance 180,185 |
| Common StockSEC Table I · non-derivative | IndirectTrustee | 190,185 |
Reported balance
After 2025-12-09 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2025-12-09 · Exercise / conversion · Acquired 10,000 · Balance 190,185 |
| Common StockSEC Table I · non-derivative | IndirectTrustee | 127,358 |
Reported balance
After 2025-12-09 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2025-12-09 · Tax withholding · Disposed 62,827 · Balance 127,358 |
| Stock Options (Right to Buy) 2-25-2021SEC Table II · derivative / convertible security · Conversion / exercise price $69.20 · Expires 2026-02-25 | Direct | 0 |
Reported balance
After 2025-12-09 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2025-12-09 · Exercise / conversion · Disposed 25,000 · Balance 0 |
| Stock Option (Right to buy) 2022SEC Table II · derivative / convertible security · Conversion / exercise price $53.41 · Expires 2027-02-25 | Direct | 0 |
Reported balance
After 2025-12-09 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2025-12-09 · Exercise / conversion · Disposed 25,000 · Balance 0 |
| Stock Option (Right to Buy) 2023SEC Table II · derivative / convertible security · Conversion / exercise price $54.73 · Expires 2028-02-24 | Direct | 0 |
Reported balance
After 2025-12-09 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2025-12-09 · Exercise / conversion · Disposed 10,000 · Balance 0 |
| Stock Option (Right to Buy) 2024SEC Table II · derivative / convertible security · Conversion / exercise price $57.76 · Expires 2029-02-23 | Direct | 0 |
Reported balance
After 2025-12-09 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2025-12-09 · Exercise / conversion · Disposed 10,000 · Balance 0 |
| Stock Option (Right to Buy) 2025SEC Table II · derivative / convertible security · Conversion / exercise price $73.34 · Expires 2030-03-03 | Direct | 0 |
Reported balance
After 2025-12-09 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2025-12-09 · Exercise / conversion · Disposed 10,000 · Balance 0 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
NATIONAL HEALTHCARE CORP
Report date December 31, 2016 · Filed February 10, 2017
Section 16 reporting ended · disclosed 2017-02-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Shares of Common StockSEC Table I · non-derivative | Direct | 158,851 |
Reported balance
Holding disclosure · report date 2016-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 158,851 F1: No trades have occurred; updated to reflect change in beneficial ownership from Direct to Indirect. |
| Shares of Common Stock - TrustSEC Table I · non-derivative | IndirectTrustee | 92,272 |
Reported balance
Holding disclosure · report date 2016-12-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 92,272 F1: No trades have occurred; updated to reflect change in beneficial ownership from Direct to Indirect. |
Filing footnotes · ownership attribution and instrument terms
F1: No trades have occurred; updated to reflect change in beneficial ownership from Direct to Indirect.
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 09, 2025 Filed Dec 11, 2025 21:59 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionStock Option (Right to Buy) 2025 · Derivative | 10,000 | $0.00 Strike: $73.34 | $0.00 |
DisclosureSEC source: 0000877860-25-000194 · form4.xml · derivative · entry 11 SWAFFORD CHARLOTTE A · CIK 0001012861 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2030-03-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 09, 2025 Filed Dec 11, 2025 21:59 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionStock Option (Right to Buy) 2024 · Derivative | 10,000 | $0.00 Strike: $57.76 | $0.00 |
DisclosureSEC source: 0000877860-25-000194 · form4.xml · derivative · entry 10 SWAFFORD CHARLOTTE A · CIK 0001012861 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2029-02-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 09, 2025 Filed Dec 11, 2025 21:59 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionStock Option (Right to Buy) 2023 · Derivative | 10,000 | $0.00 Strike: $54.73 | $0.00 |
DisclosureSEC source: 0000877860-25-000194 · form4.xml · derivative · entry 9 SWAFFORD CHARLOTTE A · CIK 0001012861 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2028-02-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 09, 2025 Filed Dec 11, 2025 21:59 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionStock Option (Right to buy) 2022 · Derivative | 25,000 | $0.00 Strike: $53.41 | $0.00 |
DisclosureSEC source: 0000877860-25-000194 · form4.xml · derivative · entry 8 SWAFFORD CHARLOTTE A · CIK 0001012861 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 shares Expires 2027-02-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 09, 2025 Filed Dec 11, 2025 21:59 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionStock Options (Right to Buy) 2-25-2021 · Derivative | 25,000 | $0.00 Strike: $69.20 | $0.00 |
DisclosureSEC source: 0000877860-25-000194 · form4.xml · derivative · entry 7 SWAFFORD CHARLOTTE A · CIK 0001012861 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 shares Expires 2026-02-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 09, 2025 Filed Dec 11, 2025 21:59 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Tax withholdingCommon Stock | 62,827 | $78.37 | $4,923,751.99 |
DisclosureSEC source: 0000877860-25-000194 · form4.xml · nonDerivative · entry 6 SWAFFORD CHARLOTTE A · CIK 0001012861 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trustee Disclosed balance after: 127,358 Read SEC document |
| December 09, 2025 Filed Dec 11, 2025 21:59 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionCommon Stock | 10,000 | $73.34 | $733,400.00 |
DisclosureSEC source: 0000877860-25-000194 · form4.xml · nonDerivative · entry 5 SWAFFORD CHARLOTTE A · CIK 0001012861 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trustee Disclosed balance after: 190,185 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 09, 2025 Filed Dec 11, 2025 21:59 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionCommon Stock | 10,000 | $57.76 | $577,600.00 |
DisclosureSEC source: 0000877860-25-000194 · form4.xml · nonDerivative · entry 4 SWAFFORD CHARLOTTE A · CIK 0001012861 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trustee Disclosed balance after: 180,185 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 09, 2025 Filed Dec 11, 2025 21:59 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionCommon Stock | 10,000 | $54.73 | $547,300.00 |
DisclosureSEC source: 0000877860-25-000194 · form4.xml · nonDerivative · entry 3 SWAFFORD CHARLOTTE A · CIK 0001012861 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trustee Disclosed balance after: 170,185 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 09, 2025 Filed Dec 11, 2025 21:59 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionCommon Stock | 25,000 | $53.41 | $1,335,250.00 |
DisclosureSEC source: 0000877860-25-000194 · form4.xml · nonDerivative · entry 2 SWAFFORD CHARLOTTE A · CIK 0001012861 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trustee Disclosed balance after: 160,185 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 09, 2025 Filed Dec 11, 2025 21:59 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionCommon Stock | 25,000 | $69.20 | $1,730,000.00 |
DisclosureSEC source: 0000877860-25-000194 · form4.xml · nonDerivative · entry 1 SWAFFORD CHARLOTTE A · CIK 0001012861 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trustee Disclosed balance after: 135,185 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 23:30 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Option (Right to Buy) 2025 · Derivative | 10,000 | $0.00 Strike: $73.34 | $0.00 |
DisclosureSEC source: 0001127602-25-008395 · form4.xml · derivative · entry 2 SWAFFORD CHARLOTTE A · CIK 0001012861 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2030-03-03 Read SEC document |
| February 27, 2024 Filed Feb 28, 2024 23:20 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | PurchaseCommon Stock | 10,000 | $58.69 | $586,882.00 |
DisclosureSEC source: 0001127602-24-007491 · form4.xml · nonDerivative · entry 1 SWAFFORD CHARLOTTE A · CIK 0001012861 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trustee Disclosed balance after: 110,185 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 20:25 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Option (Right to Buy) 2024 · Derivative | 10,000 | $0.00 Strike: $57.76 | $0.00 |
DisclosureSEC source: 0001127602-24-007088 · form4.xml · derivative · entry 2 SWAFFORD CHARLOTTE A · CIK 0001012861 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2029-02-23 Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 23:47 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Option (Right to Buy) 2023 · Derivative | 10,000 | $0.00 Strike: $54.73 | $0.00 |
DisclosureSEC source: 0001127602-23-007622 · form4.xml · derivative · entry 2 SWAFFORD CHARLOTTE A · CIK 0001012861 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2028-02-24 Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 20:07 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Option (Right to buy) 2022 · Derivative | 25,000 | $53.41 Strike: $53.41 | $1,335,250.00 |
DisclosureSEC source: 0001127602-22-007271 · form4.xml · derivative · entry 2 SWAFFORD CHARLOTTE A · CIK 0001012861 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2027-02-25 Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 21:37 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Options (Right to Buy) 2-25-2021 · Derivative | 25,000 | $0.00 Strike: $69.20 | $0.00 |
DisclosureSEC source: 0001127602-21-008371 · form4.xml · derivative · entry 2 SWAFFORD CHARLOTTE A · CIK 0001012861 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2026-02-25 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.