Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NATIONAL HEALTH INVESTORS INCNHI · Entity 4125 | Director | September 27, 2024 | October 03, 2024 |
| NATIONAL HEALTHCARE CORPNHC · Entity 355 | Director | May 02, 2025 | May 06, 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 September 27, 2024 · Filed October 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock by JMA Grandchildren's TrustSEC Table I · non-derivative | IndirectTrustee | 0 |
Reported balance
After 2024-09-27 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2024-09-27 · Other · Disposed 12,635 · Balance 0 F1: Mr. Adams serves as trustee of the JMA Grandchildren's Trust, of which his children are beneficiaries. On September 27, 2024, Mr. Adams, in his capacity as trustee, caused the trust to distribute 12,635 shares of NHI common stock to the trust's beneficiaries as part of his estate planning. The shares remain subject to a Lock-Up Agreement, which continues to apply to recipients of the stock. |
| Common Stock - Revocable Living TrustSEC Table I · non-derivative | IndirectTrustee | 708,469 |
Reported balance
Holding disclosure · report date 2024-09-27 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 708,469 |
| Common Stock By Adams Family Foundation IISEC Table I · non-derivative | IndirectTrustee | 177,000 |
Reported balance
Holding disclosure · report date 2024-09-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 177,000 |
| Common Stock by W. Andrew Adams Exempt TrustSEC Table I · non-derivative | Direct | 121,035 |
Reported balance
Holding disclosure · report date 2024-09-27 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 121,035 |
| Common Stock - held by SpouseSEC Table I · non-derivative | IndirectCommon Stock held by Spouse | 11,707 |
Reported balance
Holding disclosure · report date 2024-09-27 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 11,707 |
Filing footnotes · ownership attribution and instrument terms
F1: Mr. Adams serves as trustee of the JMA Grandchildren's Trust, of which his children are beneficiaries. On September 27, 2024, Mr. Adams, in his capacity as trustee, caused the trust to distribute 12,635 shares of NHI common stock to the trust's beneficiaries as part of his estate planning. The shares remain subject to a Lock-Up Agreement, which continues to apply to recipients of the stock.
NATIONAL HEALTHCARE CORP
Report date May 02, 2025 · Filed May 06, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Shares of Common Stock - Revocable Living TrustSEC Table I · non-derivative | Direct | 269,572 |
Reported balance
After 2025-05-02 transaction · row 2
1 source rowRow 2 · 2025-05-02 · Exercise / conversion · Acquired 7,500 · Balance 269,572 F1: These stock options were granted pursuant to the 2020 Omnibus Equity Incentive Plan on May 7, 2020. The grant and exercise of these stock options are exempt from Section 16(b) pursuant to Rule 16b-3(d). |
| Option to Purchase Common Stock [2020 Grant]SEC Table II · derivative / convertible security · Conversion / exercise price $64.64 · Expires 2025-05-06 | Direct | 0 |
Reported balance
After 2025-05-02 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-05-02 · Exercise / conversion · Disposed 7,500 · Balance 0 F1: These stock options were granted pursuant to the 2020 Omnibus Equity Incentive Plan on May 7, 2020. The grant and exercise of these stock options are exempt from Section 16(b) pursuant to Rule 16b-3(d). |
| Shares of Common Stock - WAA Exempt TrustSEC Table I · non-derivative | Direct | 399,929 |
Reported balance
Holding disclosure · report date 2025-05-02 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 399,929 |
| Shares of Common Stock - Adams Family Foundation IISEC Table I · non-derivative | IndirectTrustee | 35,407 |
Reported balance
Holding disclosure · report date 2025-05-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 35,407 |
| Option to Purchase Common Stock [2021 Grant]SEC Table II · derivative / convertible security · Conversion / exercise price $71.64 · Expires 2026-05-05 | Direct | 7,500 |
Reported balance
Holding disclosure · report date 2025-05-02 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 7,500 |
| Option to Purchase Common Stock [2022 Grant]SEC Table II · derivative / convertible security · Conversion / exercise price $69.19 · Expires 2027-05-04 | Direct | 7,500 |
Reported balance
Holding disclosure · report date 2025-05-02 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 7,500 |
| Option to Purchase Common Stock [2023 Grant]SEC Table II · derivative / convertible security · Conversion / exercise price $55.75 · Expires 2028-05-02 | Direct | 7,500 |
Reported balance
Holding disclosure · report date 2025-05-02 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 7,500 |
| Option to Purchase Common Stock [2024 Grant]SEC Table II · derivative / convertible security · Conversion / exercise price $96.03 · Expires 2029-05-08 | Direct | 7,500 |
Reported balance
Holding disclosure · report date 2025-05-02 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 7,500 |
Filing footnotes · ownership attribution and instrument terms
F1: These stock options were granted pursuant to the 2020 Omnibus Equity Incentive Plan on May 7, 2020. The grant and exercise of these stock options are exempt from Section 16(b) pursuant to Rule 16b-3(d).
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 |
|---|---|---|---|---|---|---|
| November 08, 2018 Filed Nov 13, 2018 16:57 UTC | NATIONAL HEALTHCARE CORP NHC · Entity 355 | GrantOption to purchase common stock · Derivative | 7,500 | Not disclosed Strike: $61.25 | Not disclosed |
DisclosureSEC source: 0001437749-18-020609 · rdgdoc.xml · derivative · entry 8 ADAMS W ANDREW · CIK 0001012853 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 7,500 shares Expires 2020-05-06 F1 · kind: The reported transactions involve an amendment to five outstanding options resulting in the deemed cancellation of each of the "old" options and the grant of replacement options. On November 8, 2018, the Board of Directors amended each of the options to allow a director that has served as a director for at least 12 years to remain able to exercise the option for the full term of the option even if the director retires, resigns, dies or becomes disabled. Each of the options were fully exercisable on the date of grant. The grant and exercise of these options are exempt from Section 16(b) pursuant to Rule 16b-3(d). F1 · price: The reported transactions involve an amendment to five outstanding options resulting in the deemed cancellation of each of the "old" options and the grant of replacement options. On November 8, 2018, the Board of Directors amended each of the options to allow a director that has served as a director for at least 12 years to remain able to exercise the option for the full term of the option even if the director retires, resigns, dies or becomes disabled. Each of the options were fully exercisable on the date of grant. The grant and exercise of these options are exempt from Section 16(b) pursuant to Rule 16b-3(d). F1 · derivative.exercise_date: The reported transactions involve an amendment to five outstanding options resulting in the deemed cancellation of each of the "old" options and the grant of replacement options. On November 8, 2018, the Board of Directors amended each of the options to allow a director that has served as a director for at least 12 years to remain able to exercise the option for the full term of the option even if the director retires, resigns, dies or becomes disabled. Each of the options were fully exercisable on the date of grant. The grant and exercise of these options are exempt from Section 16(b) pursuant to Rule 16b-3(d). Read SEC document |
| November 08, 2018 Filed Nov 13, 2018 16:57 UTC | NATIONAL HEALTHCARE CORP NHC · Entity 355 | Disposition to issuerOption to purchase common stock · Derivative | 7,500 | Not disclosed Strike: $61.25 | Not disclosed |
DisclosureSEC source: 0001437749-18-020609 · rdgdoc.xml · derivative · entry 7 ADAMS W ANDREW · CIK 0001012853 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,500 shares Expires 2020-05-06 F1 · kind: The reported transactions involve an amendment to five outstanding options resulting in the deemed cancellation of each of the "old" options and the grant of replacement options. On November 8, 2018, the Board of Directors amended each of the options to allow a director that has served as a director for at least 12 years to remain able to exercise the option for the full term of the option even if the director retires, resigns, dies or becomes disabled. Each of the options were fully exercisable on the date of grant. The grant and exercise of these options are exempt from Section 16(b) pursuant to Rule 16b-3(d). F1 · price: The reported transactions involve an amendment to five outstanding options resulting in the deemed cancellation of each of the "old" options and the grant of replacement options. On November 8, 2018, the Board of Directors amended each of the options to allow a director that has served as a director for at least 12 years to remain able to exercise the option for the full term of the option even if the director retires, resigns, dies or becomes disabled. Each of the options were fully exercisable on the date of grant. The grant and exercise of these options are exempt from Section 16(b) pursuant to Rule 16b-3(d). F1 · derivative.exercise_date: The reported transactions involve an amendment to five outstanding options resulting in the deemed cancellation of each of the "old" options and the grant of replacement options. On November 8, 2018, the Board of Directors amended each of the options to allow a director that has served as a director for at least 12 years to remain able to exercise the option for the full term of the option even if the director retires, resigns, dies or becomes disabled. Each of the options were fully exercisable on the date of grant. The grant and exercise of these options are exempt from Section 16(b) pursuant to Rule 16b-3(d). Read SEC document |
| November 08, 2018 Filed Nov 13, 2018 16:57 UTC | NATIONAL HEALTHCARE CORP NHC · Entity 355 | GrantOption to purchase common stock · Derivative | 7,500 | Not disclosed Strike: $52.93 | Not disclosed |
DisclosureSEC source: 0001437749-18-020609 · rdgdoc.xml · derivative · entry 6 ADAMS W ANDREW · CIK 0001012853 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 7,500 shares Expires 2019-05-07 F1 · kind: The reported transactions involve an amendment to five outstanding options resulting in the deemed cancellation of each of the "old" options and the grant of replacement options. On November 8, 2018, the Board of Directors amended each of the options to allow a director that has served as a director for at least 12 years to remain able to exercise the option for the full term of the option even if the director retires, resigns, dies or becomes disabled. Each of the options were fully exercisable on the date of grant. The grant and exercise of these options are exempt from Section 16(b) pursuant to Rule 16b-3(d). F1 · price: The reported transactions involve an amendment to five outstanding options resulting in the deemed cancellation of each of the "old" options and the grant of replacement options. On November 8, 2018, the Board of Directors amended each of the options to allow a director that has served as a director for at least 12 years to remain able to exercise the option for the full term of the option even if the director retires, resigns, dies or becomes disabled. Each of the options were fully exercisable on the date of grant. The grant and exercise of these options are exempt from Section 16(b) pursuant to Rule 16b-3(d). F1 · derivative.exercise_date: The reported transactions involve an amendment to five outstanding options resulting in the deemed cancellation of each of the "old" options and the grant of replacement options. On November 8, 2018, the Board of Directors amended each of the options to allow a director that has served as a director for at least 12 years to remain able to exercise the option for the full term of the option even if the director retires, resigns, dies or becomes disabled. Each of the options were fully exercisable on the date of grant. The grant and exercise of these options are exempt from Section 16(b) pursuant to Rule 16b-3(d). Read SEC document |
| November 08, 2018 Filed Nov 13, 2018 16:57 UTC | NATIONAL HEALTHCARE CORP NHC · Entity 355 | Disposition to issuerOption to purchase common stock · Derivative | 7,500 | Not disclosed Strike: $52.93 | Not disclosed |
DisclosureSEC source: 0001437749-18-020609 · rdgdoc.xml · derivative · entry 5 ADAMS W ANDREW · CIK 0001012853 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,500 shares Expires 2019-05-07 F1 · kind: The reported transactions involve an amendment to five outstanding options resulting in the deemed cancellation of each of the "old" options and the grant of replacement options. On November 8, 2018, the Board of Directors amended each of the options to allow a director that has served as a director for at least 12 years to remain able to exercise the option for the full term of the option even if the director retires, resigns, dies or becomes disabled. Each of the options were fully exercisable on the date of grant. The grant and exercise of these options are exempt from Section 16(b) pursuant to Rule 16b-3(d). F1 · price: The reported transactions involve an amendment to five outstanding options resulting in the deemed cancellation of each of the "old" options and the grant of replacement options. On November 8, 2018, the Board of Directors amended each of the options to allow a director that has served as a director for at least 12 years to remain able to exercise the option for the full term of the option even if the director retires, resigns, dies or becomes disabled. Each of the options were fully exercisable on the date of grant. The grant and exercise of these options are exempt from Section 16(b) pursuant to Rule 16b-3(d). F1 · derivative.exercise_date: The reported transactions involve an amendment to five outstanding options resulting in the deemed cancellation of each of the "old" options and the grant of replacement options. On November 8, 2018, the Board of Directors amended each of the options to allow a director that has served as a director for at least 12 years to remain able to exercise the option for the full term of the option even if the director retires, resigns, dies or becomes disabled. Each of the options were fully exercisable on the date of grant. The grant and exercise of these options are exempt from Section 16(b) pursuant to Rule 16b-3(d). Read SEC document |
| May 03, 2018 Filed May 4, 2018 14:02 UTC | NATIONAL HEALTHCARE CORP NHC · Entity 355 | GrantOption to Purchase Common Stock · Derivative | 7,500 | $0.00 Strike: $61.90 | $0.00 |
DisclosureSEC source: 0001437749-18-008653 · rdgdoc.xml · derivative · entry 9 ADAMS W ANDREW · CIK 0001012853 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 7,500 shares Expires 2023-05-02 F2 · shares: These stock options were granted pursuant to the 2010 Omnibus Equity Incentive Plan on May 3, 2018. The grant and exercise of these stock options are exempt from Section 16(b) pursuant to Rule 16b-3(d). Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 22:33 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Options (Right to Buy) 2-20-18 · Derivative | 20,000 | $64.33 Strike: $64.33 | $1,286,600.00 |
DisclosureSEC source: 0001127602-18-007791 · form4.xml · derivative · entry 10 ADAMS W ANDREW · CIK 0001012853 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2023-02-20 Read SEC document |
| May 09, 2017 Filed May 10, 2017 13:49 UTC | NATIONAL HEALTHCARE CORP NHC · Entity 355 | GrantOption to Purchase Common Stock · Derivative | 7,500 | $0.00 Strike: $72.94 | $0.00 |
DisclosureSEC source: 0001047335-17-000096 · edgar.xml · derivative · entry 8 ADAMS W ANDREW · CIK 0001012853 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 7,500 shares Expires 2025-05-08 F1 · shares: These stock options were granted pursuant to the Company's 2010 Omnibus Equity Incentive Plan on May 9, 2017. The grant and exercise of these stock options are exempt from Section 16(b) pursuant to Rule 16b-3(d). Read SEC document |
| May 02, 2017 Filed May 3, 2017 12:26 UTC | NATIONAL HEALTHCARE CORP NHC · Entity 355 | Exercise / conversionOption to Purchase Common Stock · Derivative | 7,500 | $0.00 Strike: $44.80 | $0.00 |
DisclosureSEC source: 0001047335-17-000093 · edgar.xml · derivative · entry 5 ADAMS W ANDREW · CIK 0001012853 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,500 shares Expires 2017-05-02 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 |
| May 02, 2017 Filed May 3, 2017 12:26 UTC | NATIONAL HEALTHCARE CORP NHC · Entity 355 | Exercise / conversionShares of Common Stock - my name or my spouse's name | 7,500 | $44.80 | $336,000.00 |
DisclosureSEC source: 0001047335-17-000093 · edgar.xml · nonDerivative · entry 2 ADAMS W ANDREW · CIK 0001012853 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,990 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. F1 · shares: These stock options were granted pursuant to the NHC 2010 Omnibus Equity Incentive Plan on May 3, 2012. The grant and exercise of these stock options are exempt from Section 16(b) pursuant to Rule 16b-3(d). Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 22:26 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Option Grant - 2-22-17 · Derivative | 20,000 | $74.78 Strike: $74.78 | $1,495,600.00 |
DisclosureSEC source: 0001127602-17-008260 · form4.xml · derivative · entry 10 ADAMS W ANDREW · CIK 0001012853 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2022-02-22 Read SEC document |
| February 21, 2017 Filed Feb 21, 2017 23:38 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Tax withholdingCommon Stock | 9,593 | $74.31 | $712,855.83 |
DisclosureSEC source: 0001127602-17-007514 · form4.xml · nonDerivative · entry 2 ADAMS W ANDREW · CIK 0001012853 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,407 Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 23:38 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionStock Options (Right to Buy) · Derivative | 15,000 | $0.00 Strike: $47.52 | $0.00 |
DisclosureSEC source: 0001127602-17-007514 · form4.xml · derivative · entry 11 ADAMS W ANDREW · CIK 0001012853 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 shares Expires 2017-02-21 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 |
| February 17, 2017 Filed Feb 21, 2017 23:38 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionCommon Stock | 15,000 | $47.52 | $712,800.00 |
DisclosureSEC source: 0001127602-17-007514 · form4.xml · nonDerivative · entry 1 ADAMS W ANDREW · CIK 0001012853 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 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 |
| January 30, 2017 Filed Feb 1, 2017 16:35 UTC | NATIONAL HEALTHCARE CORP NHC · Entity 355 | Exercise / conversionOption to Purchase Common Stock · Derivative | 7,500 | $0.00 Strike: $47.75 | $0.00 |
DisclosureSEC source: 0001047335-17-000011 · edgar.xml · derivative · entry 6 ADAMS W ANDREW · CIK 0001012853 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,500 shares Expires 2018-05-07 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 |
| January 30, 2017 Filed Feb 1, 2017 16:35 UTC | NATIONAL HEALTHCARE CORP NHC · Entity 355 | Exercise / conversionShares of Common Stock - my name or my spouse's name | 7,500 | $47.45 | $355,875.00 |
DisclosureSEC source: 0001047335-17-000011 · edgar.xml · nonDerivative · entry 2 ADAMS W ANDREW · CIK 0001012853 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,490 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. F1 · shares: These stock options were granted pursuant to the 2010 Omnibus Equity Incentive plan on May 8, 2013. The grant and exercise of these stock options are exempt from Section 16(b) pursuant to Rule 16b-3(d). 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.