Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Brookdale Senior Living Inc.BKD · Entity 4268 | Director | February 12, 2025 | February 14, 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 12, 2025 · Filed February 14, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 532,506 |
Reported balance
After 2025-02-12 transaction · row 1
1 source rowRow 1 · 2025-02-12 · Grant · Acquired 32,454 · Balance 532,506 F1: Grant of unrestricted shares of Common Stock under the Brookdale Senior Living Inc. 2024 Omnibus Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of unrestricted shares of Common Stock under the Brookdale Senior Living Inc. 2024 Omnibus Incentive Plan.
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 12, 2025 Filed Feb 14, 2025 16:18 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | GrantCommon Stock | 32,454 | $0.00 | $0.00 |
DisclosureSEC source: 0001332349-25-000011 · wk-form4_1739567893.xml · nonDerivative · entry 1 BUMSTEAD FRANK M · CIK 0001251136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 532,506 F1 · kind: Grant of unrestricted shares of Common Stock under the Brookdale Senior Living Inc. 2024 Omnibus Incentive Plan. Read SEC document |
| February 23, 2024 Filed Feb 23, 2024 16:28 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | PurchaseCommon Stock | 1,000 | $5.36 | $5,360.00 |
DisclosureSEC source: 0001332349-24-000043 · wk-form4_1708723701.xml · nonDerivative · entry 1 BUMSTEAD FRANK M · CIK 0001251136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 500,052 Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 17:26 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | GrantCommon Stock | 23,214 | $0.00 | $0.00 |
DisclosureSEC source: 0001332349-24-000019 · wk-form4_1708467941.xml · nonDerivative · entry 1 BUMSTEAD FRANK M · CIK 0001251136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 499,052 F1 · kind: Acquisition of restricted stock units under the Amended and Restated Brookdale Senior Living Inc. 2014 Omnibus Incentive Plan pursuant to the issuer's non-employee director compensation program. Each restricted stock unit will generally be payable in the form of one share of the issuer's common stock following the reporting person's termination of service as a member of the issuer's Board of Directors. The reporting person elected to receive such restricted stock units in lieu of unrestricted shares of common stock. Read SEC document |
| January 01, 2024 Filed Jan 2, 2024 16:23 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | GrantCommon Stock | 5,283 | $5.82 | $30,747.06 |
DisclosureSEC source: 0001332349-24-000002 · wk-form4_1704230620.xml · nonDerivative · entry 1 BUMSTEAD FRANK M · CIK 0001251136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 475,838 F1 · shares: Acquisition of restricted stock units under the Amended and Restated Brookdale Senior Living Inc. 2014 Omnibus Incentive Plan pursuant to the issuer's non-employee director compensation program. Each restricted stock unit will generally be payable in the form of one share of the issuer's common stock following the reporting person's termination of service as a member of the issuer's Board of Directors. The reporting person elected to receive such restricted stock units in lieu of a portion of his quarterly cash compensation. Read SEC document |
| October 01, 2023 Filed Oct 2, 2023 16:15 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | GrantCommon Stock | 6,944 | $4.14 | $28,748.16 |
DisclosureSEC source: 0001332349-23-000096 · wk-form4_1696277737.xml · nonDerivative · entry 1 BUMSTEAD FRANK M · CIK 0001251136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 470,555 F1 · shares: Acquisition of restricted stock units under the Amended and Restated Brookdale Senior Living Inc. 2014 Omnibus Incentive Plan pursuant to the issuer's non-employee director compensation program. Each restricted stock unit will generally be payable in the form of one share of the issuer's common stock following the reporting person's termination of service as a member of the issuer's Board of Directors. The reporting person elected to receive such restricted stock units in lieu of a portion of his quarterly cash compensation. Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 16:49 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | GrantCommon Stock | 6,812 | $4.22 | $28,746.64 |
DisclosureSEC source: 0001332349-23-000084 · wk-form4_1688590130.xml · nonDerivative · entry 1 BUMSTEAD FRANK M · CIK 0001251136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 463,611 F1 · shares: Acquisition of restricted stock units under the Amended and Restated Brookdale Senior Living Inc. 2014 Omnibus Incentive Plan pursuant to the issuer's non-employee director compensation program. Each restricted stock unit will generally be payable in the form of one share of the issuer's common stock following the reporting person's termination of service as a member of the issuer's Board of Directors. The reporting person elected to receive such restricted stock units in lieu of a portion of his quarterly cash compensation. Read SEC document |
| April 01, 2023 Filed Apr 3, 2023 17:56 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | GrantCommon Stock | 9,745 | $2.95 | $28,747.75 |
DisclosureSEC source: 0001332349-23-000069 · wf-form4_168055895489452.xml · nonDerivative · entry 1 BUMSTEAD FRANK M · CIK 0001251136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 456,799 F1 · shares: Acquisition of restricted stock units under the Amended and Restated Brookdale Senior Living Inc. 2014 Omnibus Incentive Plan pursuant to the issuer's non-employee director compensation program. Each restricted stock unit will generally be payable in the form of one share of the issuer's common stock following the reporting person's termination of service as a member of the issuer's Board of Directors. The reporting person elected to receive such restricted stock units in lieu of a portion of his quarterly cash compensation. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 18:05 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | GrantCommon Stock | 45,763 | $0.00 | $0.00 |
DisclosureSEC source: 0001332349-23-000020 · wf-form4_167667510284734.xml · nonDerivative · entry 1 BUMSTEAD FRANK M · CIK 0001251136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 447,054 F1 · kind: Grant of unrestricted shares of Common Stock under the Amended and Restated Brookdale Senior Living Inc. 2014 Omnibus Incentive Plan. Read SEC document |
| November 17, 2022 Filed Nov 17, 2022 16:43 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | PurchaseCommon Stock | 50,000 | $3.09 | $154,415.00 |
DisclosureSEC source: 0001332349-22-000083 · wf-form4_166872136608171.xml · nonDerivative · entry 1 BUMSTEAD FRANK M · CIK 0001251136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 401,291 F1 · price: This transaction was executed in multiple trades at prices ranging from $3.0625 to $3.1100. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the staff of the Securities and Exchange Commission, the issuer or a security holder of the issuer full information regarding the number of shares purchased at each separate price. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 19:37 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | GrantCommon Stock | 24,545 | $0.00 | $0.00 |
DisclosureSEC source: 0001332349-22-000029 · wf-form4_164488543835107.xml · nonDerivative · entry 1 BUMSTEAD FRANK M · CIK 0001251136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 351,291 F1 · kind: Grant of unrestricted shares of Common Stock under the Amended and Restated Brookdale Senior Living Inc. 2014 Omnibus Incentive Plan. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 21:07 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | GrantCommon Stock | 26,522 | $0.00 | $0.00 |
DisclosureSEC source: 0001332349-21-000030 · wf-form4_161421883636637.xml · nonDerivative · entry 1 BUMSTEAD FRANK M · CIK 0001251136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326,746 F1 · shares: Grant of unrestricted shares of Common Stock under the Amended and Restated Brookdale Senior Living Inc. 2014 Omnibus Incentive Plan. Read SEC document |
| March 20, 2020 Filed Mar 23, 2020 17:22 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | PurchaseCommon Stock | 35,000 | $1.96 | $68,764.50 |
DisclosureSEC source: 0001332349-20-000079 · wf-form4_158499822477905.xml · nonDerivative · entry 1 BUMSTEAD FRANK M · CIK 0001251136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,224 F1 · price: This transaction was executed in multiple trades at prices ranging from $1.8997 to $2.000. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the staff of the Securities and Exchange Commission, the issuer or a security holder of the issuer full information regarding the number of shares purchased at each separate price. Read SEC document |
| March 12, 2020 Filed Mar 12, 2020 16:46 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | PurchaseCommon Stock | 20,000 | $3.38 | $67,560.00 |
DisclosureSEC source: 0001332349-20-000073 · wf-form4_158404599374592.xml · nonDerivative · entry 1 BUMSTEAD FRANK M · CIK 0001251136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,224 F1 · price: This transaction was executed in multiple trades at prices ranging from $3.345 to $3.405. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the staff of the Securities and Exchange Commission, the issuer or a security holder of the issuer full information regarding the number of shares purchased at each separate price. Read SEC document |
| March 05, 2020 Filed Mar 5, 2020 18:01 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | PurchaseCommon Stock | 10,000 | $5.26 | $52,560.00 |
DisclosureSEC source: 0001332349-20-000069 · wf-form4_158344927744809.xml · nonDerivative · entry 1 BUMSTEAD FRANK M · CIK 0001251136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,224 F1 · price: This transaction was executed in multiple trades at prices ranging from $5.245 to $5.265. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the staff of the Securities and Exchange Commission, the issuer or a security holder of the issuer full information regarding the number of shares purchased at each separate price. Read SEC document |
| March 02, 2020 Filed Mar 3, 2020 18:25 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | PurchaseCommon Stock | 10,000 | $5.94 | $59,380.00 |
DisclosureSEC source: 0001332349-20-000068 · wf-form4_158327792767146.xml · nonDerivative · entry 1 BUMSTEAD FRANK M · CIK 0001251136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,224 F1 · price: This transaction was executed in multiple trades at prices ranging from $5.925 to $6.025. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the staff of the Securities and Exchange Commission, the issuer or a security holder of the issuer full information regarding the number of shares purchased at each separate price. Read SEC document |
| February 27, 2020 Filed Feb 27, 2020 17:19 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | PurchaseCommon Stock | 10,000 | $6.28 | $62,765.00 |
DisclosureSEC source: 0001332349-20-000051 · wf-form4_158284195811981.xml · nonDerivative · entry 1 BUMSTEAD FRANK M · CIK 0001251136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,224 F1 · price: This transaction was executed in multiple trades at prices ranging from $6.26 to $6.28. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the staff of the Securities and Exchange Commission, the issuer or a security holder of the issuer full information regarding the number of shares purchased at each separate price. Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 17:09 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | GrantCommon Stock | 14,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001332349-20-000025 · wf-form4_158171815778337.xml · nonDerivative · entry 1 BUMSTEAD FRANK M · CIK 0001251136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,224 F1 · shares: Grant of unrestricted shares of Common Stock under the Amended and Restated Brookdale Senior Living Inc. 2014 Omnibus Incentive Plan. Read SEC document |
| June 03, 2019 Filed Jun 4, 2019 17:49 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | PurchaseCommon Stock | 10,000 | $6.12 | $61,214.00 |
DisclosureSEC source: 0001332349-19-000073 · wf-form4_155968497644703.xml · nonDerivative · entry 1 BUMSTEAD FRANK M · CIK 0001251136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,019 F1 · price: This transaction was executed in multiple trades at prices ranging from $6.09 to $6.145 per share. The price reported above reflects the weighted average purchase price per share. The reporting person hereby undertakes to provide upon request by the staff of the Securities and Exchange Commission, the issuer or a security holder of the issuer full information regarding the number of shares purchased at each separate price. Read SEC document |
| February 26, 2019 Filed Feb 26, 2019 21:35 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | PurchaseCommon Stock | 20,000 | $6.95 | $138,990.00 |
DisclosureSEC source: 0001332349-19-000045 · wf-form4_155123490910320.xml · nonDerivative · entry 1 BUMSTEAD FRANK M · CIK 0001251136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,019 F1 · price: This transaction was executed in multiple trades at prices ranging from $6.9296 to $6.98. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the staff of the Securities and Exchange Commission, the issuer or a security holder of the issuer full information regarding the number of shares purchased at each separate price. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 20:10 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | GrantCommon Stock | 12,722 | $0.00 | $0.00 |
DisclosureSEC source: 0001332349-19-000026 · wf-form4_155010658654676.xml · nonDerivative · entry 1 BUMSTEAD FRANK M · CIK 0001251136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,019 F1 · shares: Grant of unrestricted shares of Common Stock under the Amended and Restated Brookdale Senior Living Inc. 2014 Omnibus Incentive Plan. Read SEC document |
| February 28, 2018 Filed Feb 28, 2018 21:41 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | PurchaseCommon Stock | 20,000 | $6.70 | $134,000.00 |
DisclosureSEC source: 0001332349-18-000062 · wf-form4_151987208857027.xml · nonDerivative · entry 1 BUMSTEAD FRANK M · CIK 0001251136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,297 F1 · price: This transaction was executed in multiple trades at prices ranging from $6.685 to $6.70. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the staff of the Securities and Exchange Commission, the issuer or a security holder of the issuer full information regarding the number of shares purchased at each separate price. Read SEC document |
| January 05, 2018 Filed Jan 9, 2018 19:09 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | GrantCommon Stock | 10,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001332349-18-000024 · wf-form4_151554294020057.xml · nonDerivative · entry 1 BUMSTEAD FRANK M · CIK 0001251136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,297 F1 · shares: Grant of unrestricted shares of Common Stock under the Brookdale Senior Living Inc. 2014 Omnibus Incentive Plan, as amended and restated. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 19:00 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | GrantCommon Stock | 6,738 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-007804 · doc1.xml · nonDerivative · entry 1 BUMSTEAD FRANK M · CIK 0001251136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,967 F1 · shares: Grant of unrestricted shares of Common Stock under the Brookdale Senior Living Inc. 2014 Omnibus Incentive Plan. Read SEC document |
| November 04, 2016 Filed Nov 7, 2016 17:56 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | PurchaseCommon Stock | 15,000 | $12.03 | $180,415.50 |
DisclosureSEC source: 0001140361-16-085203 · doc1.xml · nonDerivative · entry 1 BUMSTEAD FRANK M · CIK 0001251136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,229 F1 · price: This transaction was executed in multiple trades at prices ranging from $11.98 to $12.20. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the staff of the Securities and Exchange Commission, the issuer or a security holder of the issuer full information regarding the number of shares purchased at each separate price. 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.