Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Healthcare Realty Trust IncHR · Entity 3726 | Director | May 21, 2024 | May 30, 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 May 21, 2024 · Filed May 30, 2024 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Partnership UnitsSEC Table II · derivative / convertible security | Direct | 15,571 |
Reported balance
After 2024-05-21 transaction · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · 2024-05-21 · Grant · Acquired 8,443 · Balance 15,571 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. |
| Common StockSEC Table I · non-derivative | Direct | 17,441 |
Reported balance
Holding disclosure · report date 2024-05-21 · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · Balance 17,441 |
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 13,161 · 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 21, 2024 Filed May 22, 2024 21:39 UTC | Healthcare Realty Trust Inc HR · Entity 3726 | GrantCommon Stock | 8,443 | $15.99 | $135,003.57 |
DisclosureSEC source: 0001360604-24-000049 · wk-form4_1716413971.xml · nonDerivative · entry 1 Abbott John V · CIK 0001777457 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,884 Read SEC document |
| May 21, 2024 Filed May 30, 2024 18:50 UTC Amendment | Healthcare Realty Trust Inc HR · Entity 3726 | GrantPartnership Units · Derivative | 8,443 | $15.99 | $135,003.57 |
DisclosureSEC source: 0001360604-24-000071 · wk-form4a_1717095011.xml · derivative · entry 2 Abbott John V · CIK 0001777457 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,571 Underlying: Common Stock · 8,443 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 14:44 UTC | Healthcare Realty Trust Inc HR · Entity 3726 | GrantPartnership Units · Derivative | 7,128 | $18.94 | $135,004.32 |
DisclosureSEC source: 0001360604-23-000065 · wk-form4_1687877046.xml · derivative · entry 2 Abbott John V · CIK 0001777457 · 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 17:30 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 4,280 | $25.70 | $109,996.00 |
DisclosureSEC source: 0001360604-22-000111 · wf-form4_165963421721923.xml · nonDerivative · entry 1 Abbott John V · CIK 0001777457 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,441 Read SEC document |
| July 20, 2022 Filed Jul 22, 2022 09:43 UTC | HRTI, LLC HR · Entity 125212 | Disposition to issuerCommon Stock | 13,161 | $0.00 | $0.00 |
DisclosureSEC source: 0000899749-22-000128 · wf-form4_165849739600424.xml · nonDerivative · entry 1 Abbott John V · CIK 0001777457 · 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 17:16 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 3,355 | $29.80 | $99,979.00 |
DisclosureSEC source: 0000899749-22-000065 · wf-form4_165273571759745.xml · nonDerivative · entry 1 Abbott John V · CIK 0001777457 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,161 Read SEC document |
| May 11, 2021 Filed May 12, 2021 17:30 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 3,154 | $31.70 | $99,981.80 |
DisclosureSEC source: 0000899749-21-000077 · wf-form4_162085501024065.xml · nonDerivative · entry 1 Abbott John V · CIK 0001777457 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,806 Read SEC document |
| May 12, 2020 Filed May 13, 2020 18:08 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 3,412 | $29.31 | $100,005.72 |
DisclosureSEC source: 0000899749-20-000063 · wf-form4_158940767162627.xml · nonDerivative · entry 1 Abbott John V · CIK 0001777457 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,652 Read SEC document |
| May 14, 2019 Filed May 22, 2019 17:17 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 3,240 | $30.86 | $99,986.40 |
DisclosureSEC source: 0000899749-19-000072 · wf-form4_155855981463862.xml · nonDerivative · entry 1 Abbott John V · CIK 0001777457 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,240 F1 · date: This Form 4 was inadvertently filed late due to an administrative delay in obtaining EDGAR access codes for the filer. 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.