Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Healthcare Realty Trust IncHR · Entity 3726 | Director | May 20, 2025 | May 22, 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 May 20, 2025 · Filed May 22, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,378 |
Reported balance
After 2025-05-20 transaction · row 1
1 source rowRow 1 · 2025-05-20 · Grant · Acquired 9,018 · Balance 35,378 |
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 6,509 · 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 |
|---|---|---|---|---|---|---|
| May 20, 2025 Filed May 22, 2025 20:35 UTC | Healthcare Realty Trust Inc HR · Entity 3726 | GrantCommon Stock | 9,018 | $14.97 | $134,999.46 |
DisclosureSEC source: 0001360604-25-000080 · wk-form4_1747946098.xml · nonDerivative · entry 1 Gupta Ajay · CIK 0001857132 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,378 Read SEC document |
| May 21, 2024 Filed May 22, 2024 22:08 UTC | Healthcare Realty Trust Inc HR · Entity 3726 | GrantCommon Stock | 8,443 | $15.99 | $135,003.57 |
DisclosureSEC source: 0001360604-24-000055 · wk-form4_1716415699.xml · nonDerivative · entry 1 Gupta Ajay · CIK 0001857132 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,360 Read SEC document |
| June 05, 2023 Filed Jun 27, 2023 14:52 UTC | Healthcare Realty Trust Inc HR · Entity 3726 | GrantCommon Stock | 7,128 | $18.94 | $135,004.32 |
DisclosureSEC source: 0001360604-23-000073 · wk-form4_1687877520.xml · nonDerivative · entry 1 Gupta Ajay · CIK 0001857132 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,917 Read SEC document |
| August 02, 2022 Filed Aug 4, 2022 17:28 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 4,280 | $25.70 | $109,996.00 |
DisclosureSEC source: 0001360604-22-000107 · wf-form4_165963412218821.xml · nonDerivative · entry 1 Gupta Ajay · CIK 0001857132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,789 Read SEC document |
| July 20, 2022 Filed Jul 22, 2022 09:41 UTC | HRTI, LLC HR · Entity 125212 | Disposition to issuerCommon Stock | 6,509 | $0.00 | $0.00 |
DisclosureSEC source: 0000899749-22-000121 · wf-form4_165849727015216.xml · nonDerivative · entry 1 Gupta Ajay · CIK 0001857132 · Director 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 |
| May 13, 2022 Filed May 16, 2022 17:19 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 3,355 | $29.80 | $99,979.00 |
DisclosureSEC source: 0000899749-22-000068 · wf-form4_165273591561404.xml · nonDerivative · entry 1 Gupta Ajay · CIK 0001857132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,509 Read SEC document |
| May 11, 2021 Filed May 12, 2021 17:29 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 3,154 | $31.70 | $99,981.80 |
DisclosureSEC source: 0000899749-21-000075 · wf-form4_162085497349225.xml · nonDerivative · entry 1 Gupta Ajay · CIK 0001857132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,154 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.