Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Healthcare Realty Trust IncHR · Entity 3726 | Director | September 05, 2024 | September 06, 2024 |
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 September 05, 2024 · Filed September 06, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectIRA | 53,407 |
Reported balance
After 2024-09-05 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-09-05 · Purchase · Acquired 2,825 · Balance 53,407 |
| Common StockSEC Table I · non-derivative | IndirectIRA | 57,082 |
Reported balance
After 2024-09-05 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2024-09-05 · Purchase · Acquired 3,675 · Balance 57,082 |
| Common StockSEC Table I · non-derivative | Direct | 52,866 |
Reported balance
Holding disclosure · report date 2024-09-05 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 52,866 |
| Partnership UnitsSEC Table II · derivative / convertible security | Direct | 22,228 |
Reported balance
Holding disclosure · report date 2024-09-05 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 22,228 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 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. |
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 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.
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 38,197.208 · 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 | IndirectIRA | 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 19,082.61 · 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 |
|---|---|---|---|---|---|---|
| September 05, 2024 Filed Sep 6, 2024 09:48 UTC | Healthcare Realty Trust Inc HR · Entity 3726 | PurchaseCommon Stock | 3,675 | $18.25 | $67,050.38 |
DisclosureSEC source: 0001360604-24-000112 · wk-form4_1725630505.xml · nonDerivative · entry 2 SINGLETON JOHN KNOX · CIK 0001210493 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · IRA Disclosed balance after: 57,082 Read SEC document |
| September 05, 2024 Filed Sep 6, 2024 09:48 UTC | Healthcare Realty Trust Inc HR · Entity 3726 | PurchaseCommon Stock | 2,825 | $18.24 | $51,513.88 |
DisclosureSEC source: 0001360604-24-000112 · wk-form4_1725630505.xml · nonDerivative · entry 1 SINGLETON JOHN KNOX · CIK 0001210493 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · IRA Disclosed balance after: 53,407 Read SEC document |
| May 21, 2024 Filed May 22, 2024 18:44 UTC | Healthcare Realty Trust Inc HR · Entity 3726 | GrantCommon Stock | 8,443 | $15.99 | $135,003.57 |
DisclosureSEC source: 0001360604-24-000065 · wk-form4_1716417832.xml · nonDerivative · entry 1 SINGLETON JOHN KNOX · CIK 0001210493 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,866 Read SEC document |
| August 16, 2023 Filed Aug 16, 2023 16:16 UTC | Healthcare Realty Trust Inc HR · Entity 3726 | PurchaseCommon Stock | 31,500 | $17.11 | $538,965.00 |
DisclosureSEC source: 0001360604-23-000087 · wk-form4_1692216961.xml · nonDerivative · entry 1 SINGLETON JOHN KNOX · CIK 0001210493 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · IRA Disclosed balance after: 50,582 Read SEC document |
| June 05, 2023 Filed Jun 27, 2023 10:37 UTC | Healthcare Realty Trust Inc HR · Entity 3726 | GrantPartnership Units · Derivative | 22,228 | $18.94 | $420,998.32 |
DisclosureSEC source: 0001360604-23-000057 · wk-form4_1687876621.xml · derivative · entry 3 SINGLETON JOHN KNOX · CIK 0001210493 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,228 Underlying: Common Stock · 22,228 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 13:28 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 6,226 | $25.70 | $160,008.20 |
DisclosureSEC source: 0001360604-22-000105 · wf-form4_165963408488871.xml · nonDerivative · entry 1 SINGLETON JOHN KNOX · CIK 0001210493 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,423 Read SEC document |
| July 20, 2022 Filed Jul 22, 2022 09:44 UTC | HRTI, LLC HR · Entity 125212 | Disposition to issuerCommon Stock | 19,082.61 | $0.00 | $0.00 |
DisclosureSEC source: 0000899749-22-000133 · wf-form4_165849748245704.xml · nonDerivative · entry 2 SINGLETON JOHN KNOX · CIK 0001210493 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRA 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 09:44 UTC | HRTI, LLC HR · Entity 125212 | Disposition to issuerCommon Stock | 38,197.208 | $0.00 | $0.00 |
DisclosureSEC source: 0000899749-22-000133 · wf-form4_165849748245704.xml · nonDerivative · entry 1 SINGLETON JOHN KNOX · CIK 0001210493 · 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 17:18 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 3,355 | $29.80 | $99,979.00 |
DisclosureSEC source: 0000899749-22-000067 · wf-form4_165273583785419.xml · nonDerivative · entry 1 SINGLETON JOHN KNOX · CIK 0001210493 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,197.208 Read SEC document |
| May 11, 2021 Filed May 12, 2021 17:31 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 9,573 | $31.70 | $303,464.10 |
DisclosureSEC source: 0000899749-21-000080 · wf-form4_162085507207693.xml · nonDerivative · entry 1 SINGLETON JOHN KNOX · CIK 0001210493 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,842.208 Read SEC document |
| August 10, 2020 Filed Aug 11, 2020 11:18 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 188 | $29.31 | $5,510.28 |
DisclosureSEC source: 0000899749-20-000086 · wf-form4_159715910770262.xml · nonDerivative · entry 1 SINGLETON JOHN KNOX · CIK 0001210493 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,269.208 Read SEC document |
| May 12, 2020 Filed May 13, 2020 18:08 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 10,168 | $29.31 | $298,024.08 |
DisclosureSEC source: 0000899749-20-000064 · wf-form4_158940769501818.xml · nonDerivative · entry 1 SINGLETON JOHN KNOX · CIK 0001210493 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,081.208 Read SEC document |
| May 14, 2019 Filed May 16, 2019 09:20 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 3,240 | $30.86 | $99,986.40 |
DisclosureSEC source: 0000899749-19-000062 · wf-form4_155801279792107.xml · nonDerivative · entry 1 SINGLETON JOHN KNOX · CIK 0001210493 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,913.208 Read SEC document |
| December 12, 2018 Filed Dec 13, 2018 18:16 UTC | HRTI, LLC HR · Entity 125212 | SaleCommon Stock | 1,274.07 | $30.18 | $38,451.43 |
DisclosureSEC source: 0000899749-18-000089 · wf-form4_154474295738192.xml · nonDerivative · entry 2 SINGLETON JOHN KNOX · CIK 0001210493 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 19,082.61 Read SEC document |
| December 12, 2018 Filed Dec 13, 2018 18:16 UTC | HRTI, LLC HR · Entity 125212 | SaleCommon Stock | 12,319 | $30.18 | $371,787.42 |
DisclosureSEC source: 0000899749-18-000089 · wf-form4_154474295738192.xml · nonDerivative · entry 1 SINGLETON JOHN KNOX · CIK 0001210493 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,673.208 Read SEC document |
| November 21, 2018 Filed Nov 26, 2018 14:47 UTC | HRTI, LLC HR · Entity 125212 | SaleCommon Stock | 12,048.2474 | $29.91 | $360,363.08 |
DisclosureSEC source: 0000899749-18-000069 · wf-form4_154326164687152.xml · nonDerivative · entry 1 SINGLETON JOHN KNOX · CIK 0001210493 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Living Trust Disclosed balance after: 0 F1 · price: This transaction was executed in multiple trades at prices ranging from $29.90 to $29.95. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F2 · balance_after: Share count revised to reflect shares purchased through dividend reinvestment plan. Read SEC document |
| June 18, 2018 Filed Jun 20, 2018 16:47 UTC | HRTI, LLC HR · Entity 125212 | SaleCommon Stock | 18,341 | $27.25 | $499,792.25 |
DisclosureSEC source: 0000899749-18-000052 · wf-form4_152952761944268.xml · nonDerivative · entry 1 SINGLETON JOHN KNOX · CIK 0001210493 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Living Trust Disclosed balance after: 11,009.74 F1 · price: This transaction was executed in multiple trades at prices ranging from $27.22 to $27.27. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 08, 2018 Filed May 9, 2018 16:10 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 2,555 | $27.98 | $71,488.90 |
DisclosureSEC source: 0000899749-18-000043 · wf-form4_152589662248889.xml · nonDerivative · entry 2 SINGLETON JOHN KNOX · CIK 0001210493 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,992.208 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: 0000899749-18-000043 · wf-form4_152589662248889.xml · nonDerivative · entry 1 SINGLETON JOHN KNOX · CIK 0001210493 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,437.208 Read SEC document |
| November 10, 2017 Filed Nov 13, 2017 08:38 UTC | HRTI, LLC HR · Entity 125212 | PurchaseCommon Stock | 3,074 | $32.55 | $100,058.70 |
DisclosureSEC source: 0000899749-17-000121 · wf-form4_151058028293216.xml · nonDerivative · entry 1 SINGLETON JOHN KNOX · CIK 0001210493 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Living Trust Disclosed balance after: 29,350.74 F1 · balance_after: Share count revised to reflect shares purchased through dividend reinvestment plan. Read SEC document |
| August 15, 2017 Filed Aug 17, 2017 09:24 UTC | HRTI, LLC HR · Entity 125212 | PurchaseCommon Stock | 3,450 | $31.88 | $109,986.00 |
DisclosureSEC source: 0000899749-17-000104 · wf-form4_150297628441777.xml · nonDerivative · entry 1 SINGLETON JOHN KNOX · CIK 0001210493 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 19,229.305 Read SEC document |
| May 02, 2017 Filed May 3, 2017 16:57 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 2,189 | $32.65 | $71,470.85 |
DisclosureSEC source: 0000899749-17-000066 · wf-form4_149384502632314.xml · nonDerivative · entry 2 SINGLETON JOHN KNOX · CIK 0001210493 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,692.6599 Read SEC document |
| May 02, 2017 Filed May 3, 2017 16:57 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 3,006 | $33.27 | $100,009.62 |
DisclosureSEC source: 0000899749-17-000066 · wf-form4_149384502632314.xml · nonDerivative · entry 1 SINGLETON JOHN KNOX · CIK 0001210493 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,503.6599 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 15:01 UTC | HRTI, LLC HR · Entity 125212 | PurchaseCommon Stock | 12,473 | $31.85 | $397,265.05 |
DisclosureSEC source: 0000899749-17-000046 · wf-form4_148848490108538.xml · nonDerivative · entry 2 SINGLETON JOHN KNOX · CIK 0001210493 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 15,779.305 F1 · price: These shares were acquired in multiple transactions on the same day at a weighted average price per share of $31.85. The prices per share ranged from $31.83 to $31.87. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 15:01 UTC | HRTI, LLC HR · Entity 125212 | PurchaseCommon Stock | 3,300 | $31.90 | $105,270.00 |
DisclosureSEC source: 0000899749-17-000046 · wf-form4_148848490108538.xml · nonDerivative · entry 1 SINGLETON JOHN KNOX · CIK 0001210493 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Living Trust Disclosed balance after: 20,325 Read SEC document |
| September 30, 2016 Filed Feb 3, 2017 12:34 UTC | HRTI, LLC HR · Entity 125212 | GiftCommon Stock | 17,025 | $0.00 | $0.00 |
DisclosureSEC source: 0000899749-17-000026 · wf-form5_148614325902885.xml · nonDerivative · entry 2 SINGLETON JOHN KNOX · CIK 0001210493 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Living Trust Disclosed balance after: 17,025 Read SEC document |
| September 30, 2016 Filed Feb 3, 2017 12:34 UTC | HRTI, LLC HR · Entity 125212 | GiftCommon Stock | 17,025 | $0.00 | $0.00 |
DisclosureSEC source: 0000899749-17-000026 · wf-form5_148614325902885.xml · nonDerivative · entry 1 SINGLETON JOHN KNOX · CIK 0001210493 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,497.6599 F1 · balance_after: Includes 627.8139 shares acquired in 2016 through the Company's dividend reinvestment plan, in the amounts and dates as follows: 283.806 shares on February 29; 343.3079 shares on May 31; .001 share on August 31; and .699 share on November 30. Read SEC document |
| August 31, 2016 Filed Sep 6, 2016 13:08 UTC | HRTI, LLC HR · Entity 125212 | SaleCommon Stock | 2,000.2174 | $35.18 | $70,369.65 |
DisclosureSEC source: 0001209191-16-139972 · doc4.xml · nonDerivative · entry 2 SINGLETON JOHN KNOX · CIK 0001210493 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Living Trust Disclosed balance after: 0 Read SEC document |
| August 31, 2016 Filed Sep 6, 2016 13:08 UTC | HRTI, LLC HR · Entity 125212 | SaleCommon Stock | 6,599 | $35.22 | $232,436.58 |
DisclosureSEC source: 0001209191-16-139972 · doc4.xml · nonDerivative · entry 1 SINGLETON JOHN KNOX · CIK 0001210493 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,894.846 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.