Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Brookdale Senior Living Inc.
Report date February 28, 2018 · Filed March 01, 2018
Section 16 reporting ended · disclosed 2018-03-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 713,543 |
Ending reported balance
After 2018-02-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-02-28 · Tax withholding · Disposed 20,408 · Balance 803,693 F1: Represents share withholding to satisfy tax withholding obligations due upon the vesting of restricted stock previously granted to the reporting person. Row 2 · 2018-02-28 · Disposition to issuer · Disposed 90,150 · Balance 713,543 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents share withholding to satisfy tax withholding obligations due upon the vesting of restricted stock previously granted to the reporting person.
NorthStar Healthcare Income, Inc.
Report date June 09, 2025 · Filed June 09, 2025
Section 16 reporting ended · disclosed 2025-06-09. 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 2025-06-09 transaction · row 1
1 source rowRow 1 · 2025-06-09 · Disposition to issuer · Disposed 113,296 · Balance 0 F1: In connection with the terms of an Agreement and Plan of Merger, dated January 29, 2025 (the "Merger Agreement"), by and among NorthStar Healthcare Income, Inc. (the "Company"), Compound Holdco LLC, Compound Merger Sub LLC ("Merger Sub"), and Welltower OP LLC, the Company merged with and into Merger Sub (the "Merger"), with Merger Sub continuing as the surviving entity upon consummation of the Merger. F2: At the effective time of the Merger, each restricted stock unit that was outstanding immediately prior to the Effective Time automatically became fully vested and free of any forfeiture restrictions and was cancelled and automatically converted into the right to receive an amount in cash equal to $3.03, as may be adjusted in accordance with the terms of the Merger Agreement, without interest, but subject to any withholding required under applicable tax law. |
Filing footnotes · ownership attribution and instrument terms
F1: In connection with the terms of an Agreement and Plan of Merger, dated January 29, 2025 (the "Merger Agreement"), by and among NorthStar Healthcare Income, Inc. (the "Company"), Compound Holdco LLC, Compound Merger Sub LLC ("Merger Sub"), and Welltower OP LLC, the Company merged with and into Merger Sub (the "Merger"), with Merger Sub continuing as the surviving entity upon consummation of the Merger.
F2: At the effective time of the Merger, each restricted stock unit that was outstanding immediately prior to the Effective Time automatically became fully vested and free of any forfeiture restrictions and was cancelled and automatically converted into the right to receive an amount in cash equal to $3.03, as may be adjusted in accordance with the terms of the Merger Agreement, without interest, but subject to any withholding required under applicable tax law.
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 |
|---|---|---|---|---|---|---|
| June 09, 2025 Filed Jun 9, 2025 17:08 UTC | NorthStar Healthcare Income, Inc. NHHS · Entity 78711 | Disposition to issuerCommon Stock | 113,296 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-083838 · ownership.xml · nonDerivative · entry 1 Smith Thomas Andrew · CIK 0001377740 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: In connection with the terms of an Agreement and Plan of Merger, dated January 29, 2025 (the "Merger Agreement"), by and among NorthStar Healthcare Income, Inc. (the "Company"), Compound Holdco LLC, Compound Merger Sub LLC ("Merger Sub"), and Welltower OP LLC, the Company merged with and into Merger Sub (the "Merger"), with Merger Sub continuing as the surviving entity upon consummation of the Merger. F2 · kind: At the effective time of the Merger, each restricted stock unit that was outstanding immediately prior to the Effective Time automatically became fully vested and free of any forfeiture restrictions and was cancelled and automatically converted into the right to receive an amount in cash equal to $3.03, as may be adjusted in accordance with the terms of the Merger Agreement, without interest, but subject to any withholding required under applicable tax law. F1 · price: In connection with the terms of an Agreement and Plan of Merger, dated January 29, 2025 (the "Merger Agreement"), by and among NorthStar Healthcare Income, Inc. (the "Company"), Compound Holdco LLC, Compound Merger Sub LLC ("Merger Sub"), and Welltower OP LLC, the Company merged with and into Merger Sub (the "Merger"), with Merger Sub continuing as the surviving entity upon consummation of the Merger. F2 · price: At the effective time of the Merger, each restricted stock unit that was outstanding immediately prior to the Effective Time automatically became fully vested and free of any forfeiture restrictions and was cancelled and automatically converted into the right to receive an amount in cash equal to $3.03, as may be adjusted in accordance with the terms of the Merger Agreement, without interest, but subject to any withholding required under applicable tax law. Read SEC document |
| June 21, 2024 Filed Jun 24, 2024 09:50 UTC | NorthStar Healthcare Income, Inc. NONE · Entity 78711 | GrantCommon Stock | 32,197 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-24-074189 · tm2417767-3_4seq1.xml · nonDerivative · entry 1 Smith Thomas Andrew · CIK 0001377740 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,296 F1 · kind: Pursuant to the NorthStar Healthcare Income, Inc. (the "Company") Fifth Amended and Restated Independent Directors Compensation Plan (the "Plan"), each of the Company's independent directors receives a grant of $85,000 in restricted stock units ("Restricted Stock Units") convertible, on a one-for-one-basis, into common stock, par value $0.01, of the Company (the "Common Stock") following re-election to the Company's Board of Directors. F2 · kind: The Restricted Stock Units vest quarterly over a two year period with an initial vesting date of July 1, 2024. Unless forfeited prior to the applicable vesting date, the Restricted Stock Units will be converted into shares of Common Stock on the earlier of (i) Change in Control (as defined in Section 409A of the Code) or (ii) the date of the director's "separation from service" (as defined in Section 409A of the Code). F3 · price: Pursuant to the Plan, the amount of Restricted Stock Units was determined by dividing the fixed grant value of $85,000 by the most recently disclosed net asset value of the Company's common stock, or $2.64. Read SEC document |
| June 21, 2023 Filed Jun 22, 2023 16:51 UTC | NorthStar Healthcare Income, Inc. NONE · Entity 78711 | GrantCommon Stock | 29,010 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-073815 · tm2319430-3_4.xml · nonDerivative · entry 1 Smith Thomas Andrew · CIK 0001377740 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,099 F1 · kind: Pursuant to the NorthStar Healthcare Income, Inc. (the "Company") Fifth Amended and Restated Independent Directors Compensation Plan (the "Plan"), each of the Company's independent directors receives a grant of $ 85,000 in restricted stock units ("Restricted Stock Units") convertible, on a one-for-one-basis, into common stock, par value $0.01, of the Company (the "Common Stock") following re-election to the Company's Board of Directors. F2 · kind: The Restricted Stock Units vest quarterly over a two year period with an initial vesting date of July 1, 2023. Unless forfeited prior to the applicable vesting date, the Restricted Stock Units will be converted into shares of Common Stock on the earlier of (i) Change in Control (as defined in Section 409A of the Code) or (ii) the date of the director's "separation from service" (as defined in Section 409A of the Code). F3 · price: Pursuant to the Plan, the amount of Restricted Stock Units was determined by dividing the fixed grant value of $85,000 by the most recently disclosed net asset value of the Company's common stock, or $2.93. Read SEC document |
| June 22, 2022 Filed Jun 24, 2022 11:51 UTC | NorthStar Healthcare Income, Inc. NONE · Entity 78711 | GrantCommon Stock | 16,624 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-074195 · tm2219350-3_4.xml · nonDerivative · entry 1 Smith Thomas Andrew · CIK 0001377740 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,089 F1 · kind: Pursuant to the NorthStar Healthcare Income, Inc. (the "Company") Fourth Amended and Restated Independent Directors Compensation Plan (the "Plan"), each of the Company's independent directors receives a grant of $65,000 in restricted stock units ("Restricted Stock Units") convertible, on a one-for-one-basis, into common stock, par value $0.01, of the Company (the "Common Stock") following re-election to the Company's Board of Directors. F2 · kind: The Restricted Stock Units vest quarterly over a two year period with an initial vesting date of July 1, 2022. Unless forfeited prior to the applicable vesting date, the Restricted Stock Units will be converted into shares of Common Stock on the earlier of (i) Change in Control (as defined in Section 409A of the Code) or (ii) the date of the director's "separation from service" (as defined in Section 409A of the Code). F3 · price: Pursuant to the Plan, the amount of Restricted Stock Units was determined by dividing the fixed grant value of $65,000 by the most recently disclosed net asset value of the Company's common stock, or $3.91. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 17:26 UTC | NorthStar Healthcare Income, Inc. NONE · Entity 78711 | GrantCommon Stock | 16,710 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-083609 · tm2120085d3_4.xml · nonDerivative · entry 1 Smith Thomas Andrew · CIK 0001377740 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,465 F1 · kind: Pursuant to the NorthStar Healthcare Income, Inc. (the "Company") Fourth Amended and Restated Independent Directors Compensation Plan (the "Plan"), each of the Company's independent directors receives a grant of $65,000 in restricted stock units ("Restricted Stock Units") convertible, on a one-for-one-basis, into common stock, par value $0.01, of the Company (the "Common Stock") following re-election to the Company's Board of Directors. F2 · kind: The Restricted Stock Units vest quarterly over a two year period with an initial vesting date of July 1, 2021. Unless forfeited prior to the applicable vesting date, the Restricted Stock Units will be converted into shares of Common Stock on the earlier of (i) Change in Control (as defined in Section 409A of the Code) or (ii) the date of the director's "separation from service" (as defined in Section 409A of the Code). F3 · price: Pursuant to the Plan, the amount of Restricted Stock Units was determined by dividing the fixed grant value of $65,000 by the most recently disclosed net asset value of the Company's common stock, or $3.89. Read SEC document |
| June 19, 2020 Filed Jun 23, 2020 16:03 UTC | NorthStar Healthcare Income, Inc. NONE · Entity 78711 | GrantCommon Stock | 9,600 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-20-076034 · tm2023172-1_form4.xml · nonDerivative · entry 1 Smith Thomas Andrew · CIK 0001377740 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,755 F1 · price: Pursuant to the NorthStar Healthcare Income, Inc. (the "Company") Third Amended and Restated Independent Directors Compensation Plan (the "Plan"), each of the Company's independent directors receives a grant of $60,000 in shares of the Company's common stock (the "Restricted Stock") following re-election to the Company's Board of Directors. The Restricted Stock vests quarterly over a two year period with an initial vesting date of July 1, 2020. Pursuant to the Plan, the amount of Restricted Stock was determined by dividing the fixed grant value of $60,000 by the most recently disclosed net asset value of the Company's common stock, or $6.25. Read SEC document |
| December 06, 2019 Filed Dec 6, 2019 16:49 UTC | NorthStar Healthcare Income, Inc. NONE · Entity 78711 | GrantCommon Stock | 9,155 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-19-070634 · tm1924709-2_form4.xml · nonDerivative · entry 1 Smith Thomas Andrew · CIK 0001377740 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,155 F1 · price: Pursuant to the NorthStar Healthcare Income, Inc. (the "Company") Third Amended and Restated Independent Directors Compensation Plan (the "Plan"), each of the Company's independent directors receives a grant of $65,000 in shares of the Company's common stock (the "Restricted Stock") following his initial election or appointment to the Company's Board of Directors. The Restricted Stock vests quarterly over a two year period with an initial vesting date of January 1, 2020. Pursuant to the Plan, the amount of Restricted Stock was determined by dividing the fixed grant value of $65,000 by the most recently disclosed net asset value of the Company's common stock, or $7.10. Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 18:47 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | Disposition to issuerCommon Stock | 90,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001332349-18-000065 · wf-form4_151994800730913.xml · nonDerivative · entry 2 Smith Thomas Andrew · CIK 0001377740 · Former director and officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 713,543 Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 18:47 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | Tax withholdingCommon Stock | 20,408 | $6.53 | $133,264.24 |
DisclosureSEC source: 0001332349-18-000065 · wf-form4_151994800730913.xml · nonDerivative · entry 1 Smith Thomas Andrew · CIK 0001377740 · Former director and officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 803,693 F1 · shares: Represents share withholding to satisfy tax withholding obligations due upon the vesting of restricted stock previously granted to the reporting person. Read SEC document |
| February 27, 2018 Filed Feb 28, 2018 21:40 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | Disposition to issuerCommon Stock | 51,525 | $0.00 | $0.00 |
DisclosureSEC source: 0001332349-18-000057 · wf-form4_151987198831523.xml · nonDerivative · entry 2 Smith Thomas Andrew · CIK 0001377740 · Former director and officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 824,101 F2 · shares: Represents the forfeiture of a portion of the restricted shares granted to the reporting person in 2015 due to the failure to achieve performance goals established by the Compensation Committee. Read SEC document |
| February 27, 2018 Filed Feb 28, 2018 21:40 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | Tax withholdingCommon Stock | 29,313 | $6.81 | $199,621.53 |
DisclosureSEC source: 0001332349-18-000057 · wf-form4_151987198831523.xml · nonDerivative · entry 1 Smith Thomas Andrew · CIK 0001377740 · Former director and officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 875,626 F1 · shares: Represents share withholding to satisfy tax withholding obligations due upon the vesting of restricted stock previously granted to the reporting person. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 18:54 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | Disposition to issuerCommon Stock | 45,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-010076 · doc1.xml · nonDerivative · entry 2 Smith Thomas Andrew · CIK 0001377740 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 904,939 F2 · shares: Represents the forfeiture of a portion of the restricted shares granted to the reporting person in 2014 due to the failure to achieve performance goals established by the Compensation Committee. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 18:54 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | Tax withholdingCommon Stock | 46,993 | $14.63 | $687,507.59 |
DisclosureSEC source: 0001140361-17-010076 · doc1.xml · nonDerivative · entry 1 Smith Thomas Andrew · CIK 0001377740 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 950,061 F1 · shares: Represents share withholding to satisfy tax withholding obligations due upon the vesting of restricted stock previously granted to the reporting person. 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.