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 |
|---|---|---|---|
| Partnership UnitsSEC Table II · derivative / convertible security | Direct | 38,140 |
Reported balance
After 2025-05-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-05-20 · Grant · Acquired 16,550 · Balance 38,140 F1: 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. F2: The partnership units are intended to qualify as profits interests for U.S. federal income tax purposes. The units vest on May 19, 2026 and, upon achieving equivalent capital account balance per unit, 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. |
| Common StockSEC Table I · non-derivative | Direct | 26,576 |
Reported balance
Holding disclosure · report date 2025-05-20 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 26,576 |
| Common StockSEC Table I · non-derivative | IndirectShares held in trust | 8,152 |
Reported balance
Holding disclosure · report date 2025-05-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 8,152 |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: The partnership units are intended to qualify as profits interests for U.S. federal income tax purposes. The units vest on May 19, 2026 and, upon achieving equivalent capital account balance per unit, 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.
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 12,296 · 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. |
| Common StockSEC Table I · non-derivative | IndirectShares held in trust | 0 |
Reported balance
After 2022-07-20 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2022-07-20 · Disposition to issuer · Disposed 6,652 · 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 16:24 UTC | Healthcare Realty Trust Inc HR · Entity 3726 | GrantPartnership Units · Derivative | 16,550 | $14.97 | $247,753.50 |
DisclosureSEC source: 0001360604-25-000072 · wk-form4_1747945466.xml · derivative · entry 3 Lyle Peter F SR · CIK 0001667366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,140 Underlying: Common Stock · 16,550 shares Expires not disclosed F1 · 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. F2 · derivative.exercise_price: The partnership units are intended to qualify as profits interests for U.S. federal income tax purposes. The units vest on May 19, 2026 and, upon achieving equivalent capital account balance per unit, 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. F2 · derivative.exercise_date: The partnership units are intended to qualify as profits interests for U.S. federal income tax purposes. The units vest on May 19, 2026 and, upon achieving equivalent capital account balance per unit, 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. F2 · derivative.expiration_date: The partnership units are intended to qualify as profits interests for U.S. federal income tax purposes. The units vest on May 19, 2026 and, upon achieving equivalent capital account balance per unit, 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 |
| December 13, 2024 Filed Dec 16, 2024 11:24 UTC | Healthcare Realty Trust Inc HR · Entity 3726 | PurchaseCommon Stock | 10,000 | $17.21 | $172,100.00 |
DisclosureSEC source: 0001360604-24-000165 · wk-form4_1734366260.xml · nonDerivative · entry 1 Lyle Peter F SR · CIK 0001667366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,576 Read SEC document |
| August 30, 2024 Filed Sep 3, 2024 10:29 UTC | Healthcare Realty Trust Inc HR · Entity 3726 | PurchaseCommon Stock | 1,272 | $17.74 | $22,565.28 |
DisclosureSEC source: 0001360604-24-000104 · wk-form4_1725373786.xml · nonDerivative · entry 2 Lyle Peter F SR · CIK 0001667366 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares held in trust Disclosed balance after: 8,152 Read SEC document |
| August 29, 2024 Filed Sep 3, 2024 10:29 UTC | Healthcare Realty Trust Inc HR · Entity 3726 | PurchaseCommon Stock | 228 | $17.54 | $3,997.98 |
DisclosureSEC source: 0001360604-24-000104 · wk-form4_1725373786.xml · nonDerivative · entry 1 Lyle Peter F SR · CIK 0001667366 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares held in trust Disclosed balance after: 6,880 Read SEC document |
| May 21, 2024 Filed May 22, 2024 18:35 UTC | Healthcare Realty Trust Inc HR · Entity 3726 | GrantPartnership Units · Derivative | 14,462 | $15.99 | $231,247.38 |
DisclosureSEC source: 0001360604-24-000061 · wk-form4_1716417313.xml · derivative · entry 3 Lyle Peter F SR · CIK 0001667366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,590 Underlying: Common Stock · 14,462 shares Expires not disclosed F1 · 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 F2 · derivative.exercise_price: The partnership units are intended to qualify as profits interests for U.S. federal income tax purposes. The units vest on May 20, 2025 and, upon achieving equivalent capital account balance per unit, 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. F2 · derivative.exercise_date: The partnership units are intended to qualify as profits interests for U.S. federal income tax purposes. The units vest on May 20, 2025 and, upon achieving equivalent capital account balance per unit, 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. F2 · derivative.expiration_date: The partnership units are intended to qualify as profits interests for U.S. federal income tax purposes. The units vest on May 20, 2025 and, upon achieving equivalent capital account balance per unit, 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 |
| June 05, 2023 Filed Jun 27, 2023 10:38 UTC | Healthcare Realty Trust Inc HR · Entity 3726 | GrantPartnership Units · Derivative | 7,128 | $18.94 | $135,004.32 |
DisclosureSEC source: 0001360604-23-000059 · wk-form4_1687876727.xml · derivative · entry 3 Lyle Peter F SR · CIK 0001667366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,128 Underlying: Common Stock · 7,128 shares Expires not disclosed F1 · 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. F2 · derivative.exercise_price: The partnership units are intended to qualify as profits interests for U.S. federal income tax purposes. The units vest on June 4, 2024 and, upon achieving equivalent capital account balance per unit, 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. F2 · derivative.exercise_date: The partnership units are intended to qualify as profits interests for U.S. federal income tax purposes. The units vest on June 4, 2024 and, upon achieving equivalent capital account balance per unit, 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. F2 · derivative.expiration_date: The partnership units are intended to qualify as profits interests for U.S. federal income tax purposes. The units vest on June 4, 2024 and, upon achieving equivalent capital account balance per unit, 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 02, 2022 Filed Aug 4, 2022 13:29 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 4,280 | $25.70 | $109,996.00 |
DisclosureSEC source: 0001360604-22-000109 · wf-form4_165963416380649.xml · nonDerivative · entry 1 Lyle Peter F SR · CIK 0001667366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,576 Read SEC document |
| July 20, 2022 Filed Jul 22, 2022 09:42 UTC | HRTI, LLC HR · Entity 125212 | Disposition to issuerCommon Stock | 6,652 | $0.00 | $0.00 |
DisclosureSEC source: 0000899749-22-000123 · wf-form4_165849730489924.xml · nonDerivative · entry 2 Lyle Peter F SR · CIK 0001667366 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in trust 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 |
| July 20, 2022 Filed Jul 22, 2022 09:42 UTC | HRTI, LLC HR · Entity 125212 | Disposition to issuerCommon Stock | 12,296 | $0.00 | $0.00 |
DisclosureSEC source: 0000899749-22-000123 · wf-form4_165849730489924.xml · nonDerivative · entry 1 Lyle Peter F SR · CIK 0001667366 · 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 17:20 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 3,355 | $29.80 | $99,979.00 |
DisclosureSEC source: 0000899749-22-000069 · wf-form4_165273598236838.xml · nonDerivative · entry 1 Lyle Peter F SR · CIK 0001667366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,296 Read SEC document |
| May 11, 2021 Filed May 12, 2021 17:31 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 3,154 | $31.70 | $99,981.80 |
DisclosureSEC source: 0000899749-21-000081 · wf-form4_162085509981428.xml · nonDerivative · entry 1 Lyle Peter F SR · CIK 0001667366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,593 Read SEC document |
| May 12, 2020 Filed May 13, 2020 18:07 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 3,412 | $29.31 | $100,005.72 |
DisclosureSEC source: 0000899749-20-000062 · wf-form4_158940764823517.xml · nonDerivative · entry 1 Lyle Peter F SR · CIK 0001667366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,439 Read SEC document |
| May 14, 2019 Filed May 16, 2019 09:21 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 3,240 | $30.86 | $99,986.40 |
DisclosureSEC source: 0000899749-19-000064 · wf-form4_155801286014337.xml · nonDerivative · entry 1 Lyle Peter F SR · CIK 0001667366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,027 Read SEC document |
| November 28, 2018 Filed Nov 29, 2018 11:16 UTC | HRTI, LLC HR · Entity 125212 | SaleCommon Stock | 3,298 | $30.44 | $100,391.12 |
DisclosureSEC source: 0000899749-18-000077 · wf-form4_154350814484934.xml · nonDerivative · entry 1 Lyle Peter F SR · CIK 0001667366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,787 Read SEC document |
| May 08, 2018 Filed May 9, 2018 16:10 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 3,624 | $27.59 | $99,986.16 |
DisclosureSEC source: 0000899749-18-000042 · wf-form4_152589660530664.xml · nonDerivative · entry 1 Lyle Peter F SR · CIK 0001667366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,085 Read SEC document |
| May 02, 2017 Filed May 3, 2017 17:06 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 3,006 | $33.27 | $100,009.62 |
DisclosureSEC source: 0000899749-17-000076 · wf-form4_149384555695834.xml · nonDerivative · entry 1 Lyle Peter F SR · CIK 0001667366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,461 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.