Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Brookdale Senior Living Inc.BKD · Entity 4268 | Division Vice President | February 27, 2025 | March 03, 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.
Brookdale Senior Living Inc.
Report date February 27, 2025 · Filed March 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 83,800 |
Reported balance
After 2025-02-27 transaction · row 1
1 source rowRow 1 · 2025-02-27 · Tax withholding · Disposed 6,858 · Balance 83,800 F1: Represents share withholding to satisfy tax withholding obligations due upon the vesting of restricted stock units previously granted to the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents share withholding to satisfy tax withholding obligations due upon the vesting of restricted stock units previously granted to the reporting person.
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 |
|---|---|---|---|---|---|---|
| February 27, 2025 Filed Mar 3, 2025 17:00 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | Tax withholdingCommon Stock | 6,858 | $5.86 | $40,187.88 |
DisclosureSEC source: 0001332349-25-000053 · wk-form4_1741039214.xml · nonDerivative · entry 1 LEISURE RAY · CIK 0002033829 · Division Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,800 F1 · kind: Represents share withholding to satisfy tax withholding obligations due upon the vesting of restricted stock units previously granted to the reporting person. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 18:42 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | GrantCommon Stock | 38,033 | $0.00 | $0.00 |
DisclosureSEC source: 0001332349-25-000030 · wk-form4_1739576549.xml · nonDerivative · entry 1 LEISURE RAY · CIK 0002033829 · Division Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,658 F1 · kind: Grant of time-based restricted stock units under the Brookdale Senior Living Inc. 2024 Omnibus Incentive Plan. Such restricted stock units are eligible to vest ratably in three annual installments beginning February 27, 2026, subject to continued employment. Each restricted stock unit is generally payable in the form of one share of the issuer's common stock upon vesting. This Form 4 does not report the grant of performance-based restricted stock units to the reporting person on February 12, 2025, which will be eligible to vest and be paid with respect to 12,677 shares of the issuer's common stock at target performance levels. The actual number of shares of the issuer's common stock, if any, that become payable under such performance-based restricted stock units will be reported following conclusion of the applicable performance periods. Read SEC document |
| October 28, 2024 Filed Oct 29, 2024 16:30 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | GrantCommon Stock | 7,684 | $0.00 | $0.00 |
DisclosureSEC source: 0001332349-24-000122 · wk-form4_1730233849.xml · nonDerivative · entry 1 LEISURE RAY · CIK 0002033829 · Division Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,625 F1 · kind: Grant of time-based restricted stock units under the 2024 Omnibus Incentive Plan. Such restricted stock units are eligible to vest ratably in three annual installments beginning November 19, 2025, subject to continued employment. Each restricted stock unit is generally payable in the form of one share of the issuer's common stock upon vesting. This Form 4 does not report the grant of performance-based restricted stock units to the reporting person on October 28, 2024, which will be eligible to vest and be paid with respect to 2,561 shares of the issuer's common stock at target performance levels. The actual number of shares of the issuer's common stock, if any, that become payable under such performance-based restricted stock units will be reported following conclusion of the applicable performance periods. 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.