Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Healthcare Realty Trust IncHR · Entity 3726 | EVP, Chief Admin. Officer | September 05, 2025 | September 05, 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.
Healthcare Realty Trust Inc
Report date September 05, 2025 · Filed September 05, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 113,419 |
Reported balance
After 2025-09-05 transaction · row 1
1 source rowRow 1 · 2025-09-05 · Sale · Disposed 15,000 · Balance 113,419 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
HRTI, LLC
Report date July 20, 2022 · Filed July 22, 2022
Section 16 reporting ended · disclosed 2022-07-22. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-07-20 transaction · row 1
1 source rowRow 1 · 2022-07-20 · Disposition to issuer · Disposed 93,085 · Balance 0 F1: Disposed of pursuant to merger agreement between issuer and Healthcare Trust of America, Inc. ("HTA") in exchange for an equal number of shares of HTA common stock having a market value of $29.19 per share on the effective date of the merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to merger agreement between issuer and Healthcare Trust of America, Inc. ("HTA") in exchange for an equal number of shares of HTA common stock having a market value of $29.19 per share on the effective date of the merger.
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 |
|---|---|---|---|---|---|---|
| September 05, 2025 Filed Sep 5, 2025 16:54 UTC | Healthcare Realty Trust Inc HR · Entity 3726 | SaleCommon Stock | 15,000 | $18.00 | $270,000.00 |
DisclosureSEC source: 0001360604-25-000105 · wk-form4_1757105656.xml · nonDerivative · entry 1 Wilson Julie F. · CIK 0001871645 · EVP, Chief Admin. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,419 Read SEC document |
| August 08, 2025 Filed Aug 11, 2025 17:44 UTC | Healthcare Realty Trust Inc HR · Entity 3726 | GrantPartnership Units · Derivative | 106,823 | $16.67 | $1,780,739.41 |
DisclosureSEC source: 0001360604-25-000099 · wk-form4_1754948655.xml · derivative · entry 2 Wilson Julie F. · CIK 0001871645 · EVP, Chief Admin. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,823 Underlying: Common Stock · 106,823 shares Expires not disclosed F2 · security: The partnership units are designated LTIP Series D Units, which is a class of partnership interests in Healthcare Realty Holdings, L.P., a Delaware limited partnership ("HR Holdings"), the operating subsidiary of the Issuer. The units were issued upon the vesting of performance based LTIP Series C Units, previously issued to the reporting person. F3 · derivative.exercise_price: The partnership units are intended to qualify as profits interests for U.S. federal income tax purposes. Upon achieving equivalent capital account balance per unit, the units are convertible into common partnership interests in HR Holdings and then may be converted into common stock of the Issuer on a one-for-one basis. The partnership units have no expiration date. F3 · derivative.exercise_date: The partnership units are intended to qualify as profits interests for U.S. federal income tax purposes. Upon achieving equivalent capital account balance per unit, the units are convertible into common partnership interests in HR Holdings and then may be converted into common stock of the Issuer on a one-for-one basis. The partnership units have no expiration date. F3 · derivative.expiration_date: The partnership units are intended to qualify as profits interests for U.S. federal income tax purposes. Upon achieving equivalent capital account balance per unit, the units are convertible into common partnership interests in HR Holdings and then may be converted into common stock of the Issuer on a one-for-one basis. The partnership units have no expiration date. Read SEC document |
| August 08, 2025 Filed Aug 11, 2025 17:44 UTC | Healthcare Realty Trust Inc HR · Entity 3726 | Tax withholdingCommon Stock | 32,058 | $16.67 | $534,406.86 |
DisclosureSEC source: 0001360604-25-000099 · wk-form4_1754948655.xml · nonDerivative · entry 1 Wilson Julie F. · CIK 0001871645 · EVP, Chief Admin. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,419 F1 · kind: This transaction represents shares withheld by the issuer to satisfy its minimum tax withholding obligation in connection with the vesting of restricted shares previously granted to the reporting person. Read SEC document |
| February 11, 2025 Filed Feb 12, 2025 17:50 UTC | Healthcare Realty Trust Inc HR · Entity 3726 | GrantCommon Stock | 27,829 | $16.17 | $449,994.93 |
DisclosureSEC source: 0001360604-25-000024 · wk-form4_1739400648.xml · nonDerivative · entry 1 Wilson Julie F. · CIK 0001871645 · EVP, Chief Admin. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,477 Read SEC document |
| December 11, 2024 Filed Dec 13, 2024 11:37 UTC | Healthcare Realty Trust Inc HR · Entity 3726 | Tax withholdingCommon Stock | 5,760 | $17.40 | $100,224.00 |
DisclosureSEC source: 0001360604-24-000153 · wk-form4_1734107838.xml · nonDerivative · entry 1 Wilson Julie F. · CIK 0001871645 · EVP, Chief Admin. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,648 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 13, 2024 Filed Feb 14, 2024 16:59 UTC | Healthcare Realty Trust Inc HR · Entity 3726 | GrantCommon Stock | 22,175 | $15.22 | $337,503.50 |
DisclosureSEC source: 0001360604-24-000019 · wk-form4_1707947940.xml · nonDerivative · entry 1 Wilson Julie F. · CIK 0001871645 · EVP - Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,408 Read SEC document |
| December 15, 2023 Filed Dec 21, 2023 16:35 UTC | Healthcare Realty Trust Inc HR · Entity 3726 | SaleCommon Stock | 4,100 | $17.30 | $70,930.00 |
DisclosureSEC source: 0001360604-23-000113 · wk-form4_1703194545.xml · nonDerivative · entry 1 Wilson Julie F. · CIK 0001871645 · EVP - Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,233 F1 · date: The reporting person properly pre-cleared the trade in accordance with Company policy and reported the trade details back to the Company. However, the trade confirmation and details were misrouted within internal Company departments resulting in an inadvertent late filing. Read SEC document |
| December 11, 2023 Filed Dec 13, 2023 17:10 UTC | Healthcare Realty Trust Inc HR · Entity 3726 | Tax withholdingCommon Stock | 7,988 | $15.79 | $126,130.52 |
DisclosureSEC source: 0001360604-23-000107 · wk-form4_1702505393.xml · nonDerivative · entry 1 Wilson Julie F. · CIK 0001871645 · EVP - Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,333 Read SEC document |
| January 04, 2023 Filed Jan 4, 2023 18:39 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 17,642 | $19.13 | $337,491.46 |
DisclosureSEC source: 0001360604-23-000008 · wf-form4_167287552189050.xml · nonDerivative · entry 1 Wilson Julie F. · CIK 0001871645 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,321 Read SEC document |
| December 12, 2022 Filed Dec 14, 2022 16:16 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 23,041 | $19.53 | $449,990.73 |
DisclosureSEC source: 0001360604-22-000141 · wf-form4_167105255859604.xml · nonDerivative · entry 2 Wilson Julie F. · CIK 0001871645 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,679 Read SEC document |
| December 10, 2022 Filed Dec 14, 2022 16:16 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | Tax withholdingCommon Stock | 5,447 | $19.69 | $107,251.43 |
DisclosureSEC source: 0001360604-22-000141 · wf-form4_167105255859604.xml · nonDerivative · entry 1 Wilson Julie F. · CIK 0001871645 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,638 Read SEC document |
| July 20, 2022 Filed Jul 22, 2022 09:44 UTC | HRTI, LLC HR · Entity 125212 | Disposition to issuerCommon Stock | 93,085 | $0.00 | $0.00 |
DisclosureSEC source: 0000899749-22-000132 · wf-form4_165849746622428.xml · nonDerivative · entry 1 Wilson Julie F. · CIK 0001871645 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to merger agreement between issuer and Healthcare Trust of America, Inc. ("HTA") in exchange for an equal number of shares of HTA common stock having a market value of $29.19 per share on the effective date of the merger. Read SEC document |
| February 22, 2022 Filed Feb 23, 2022 16:31 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 10,586 | $30.85 | $326,578.10 |
DisclosureSEC source: 0000899749-22-000027 · wf-form4_164565187106331.xml · nonDerivative · entry 1 Wilson Julie F. · CIK 0001871645 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,085 F1 · shares: The grant is in the form of restricted shares subject to a five-year cliff vesting period that were awarded pursuant to the Company's Amended and Restated Executive Incentive Plan for Company performance achieved in 2021. The plan required final measurement of performance upon completion of the Company's Form 10-K for the year ended December 31, 2021, which was filed with the SEC on February 22, 2022. Read SEC document |
| January 03, 2022 Filed Jan 4, 2022 13:41 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 17,308 | $31.48 | $544,855.84 |
DisclosureSEC source: 0000899749-22-000008 · wf-form4_164132169929436.xml · nonDerivative · entry 1 Wilson Julie F. · CIK 0001871645 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,499 Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 18:41 UTC | HRTI, LLC HR · Entity 125212 | Tax withholdingCommon Stock | 3,310 | $31.75 | $105,092.50 |
DisclosureSEC source: 0000899749-21-000132 · wf-form4_163969808536539.xml · nonDerivative · entry 1 Wilson Julie F. · CIK 0001871645 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,191 F1 · shares: These shares were surrendered to the Company to satisfy tax withholding obligations. 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.