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 22, 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 22, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,420 |
Reported balance
After 2024-05-21 transaction · row 1
1 source rowRow 1 · 2024-05-21 · Grant · Acquired 8,443 · Balance 43,420 |
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 18:02 UTC | Healthcare Realty Trust Inc HR · Entity 3726 | GrantCommon Stock | 8,443 | $15.99 | $135,003.57 |
DisclosureSEC source: 0001360604-24-000053 · wk-form4_1716415309.xml · nonDerivative · entry 1 BOOTH VICKI U · CIK 0001734430 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,420 Read SEC document |
| June 05, 2023 Filed Jun 27, 2023 10:55 UTC | Healthcare Realty Trust Inc HR · Entity 3726 | GrantCommon Stock | 7,128 | $18.94 | $135,004.32 |
DisclosureSEC source: 0001360604-23-000077 · wk-form4_1687877741.xml · nonDerivative · entry 1 BOOTH VICKI U · CIK 0001734430 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,977 Read SEC document |
| August 02, 2022 Filed Aug 4, 2022 13:27 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 8,171 | $25.70 | $209,994.70 |
DisclosureSEC source: 0001360604-22-000102 · wf-form4_165963401423726.xml · nonDerivative · entry 1 BOOTH VICKI U · CIK 0001734430 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,849 Read SEC document |
| July 07, 2021 Filed Jul 9, 2021 16:23 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 3,671 | $27.24 | $99,998.04 |
DisclosureSEC source: 0001360604-21-000044 · wf-form4_162586218721468.xml · nonDerivative · entry 1 BOOTH VICKI U · CIK 0001734430 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,678 F1 · shares: Represents the grant of 3,671 shares of the issuer's common stock, such grant to vest in five installments with 734 shares vesting on each of the grant date and July 7, 2022, July 7, 2023, and July 7, 2024 and 735 shares vesting on July 7, 2025. Read SEC document |
| July 07, 2020 Filed Jul 9, 2020 18:09 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 3,737 | $26.76 | $100,002.12 |
DisclosureSEC source: 0001360604-20-000067 · wf-form4_159433255919464.xml · nonDerivative · entry 1 BOOTH VICKI U · CIK 0001734430 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,007 F1 · shares: Represents the grant of 3,737 shares of the issuer's common stock, such grant to vest in five installments with 748 shares vesting on each of the grant date and July 7, 2021 and 747 shares vesting on each of July 7, 2022, July 7, 2023, and July 7, 2024. Read SEC document |
| March 12, 2020 Filed Mar 13, 2020 16:33 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | PurchaseCommon Stock | 1,750 | $29.05 | $50,837.50 |
DisclosureSEC source: 0001360604-20-000027 · wf-form4_158413159887095.xml · nonDerivative · entry 1 BOOTH VICKI U · CIK 0001734430 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,270 Read SEC document |
| July 09, 2019 Filed Jul 9, 2019 16:15 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 3,583 | $27.91 | $100,001.53 |
DisclosureSEC source: 0001360604-19-000055 · wf-form4_156270330127200.xml · nonDerivative · entry 1 BOOTH VICKI U · CIK 0001734430 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,520 F1 · shares: Represents the grant of 3,583 shares of the issuer's common stock, such grant to vest in five installments with 717 shares vesting on the grant date and 717 vesting on each of July 9, 2020 and July 9, 2021 and 716 vesting on each of July 9, 2022 and July 9, 2023. Read SEC document |
| January 02, 2019 Filed Jan 3, 2019 16:22 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | PurchaseCommon Stock | 1,000 | $24.73 | $24,730.00 |
DisclosureSEC source: 0001360604-19-000008 · wf-form4_154655051269624.xml · nonDerivative · entry 1 BOOTH VICKI U · CIK 0001734430 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,937 F1 · price: This transaction was executed in multiple trades at prices ranging from $24.73 to $24.74. The price reported above reflects the weighted-average sales price. The reporting person hereby undertakes to provide full information regarding the number of shares and the prices at which the transactions were effected upon request by the SEC staff, the issuer or a security holder of the issuer. Read SEC document |
| July 09, 2018 Filed Jul 9, 2018 18:26 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 3,655 | $27.36 | $100,000.80 |
DisclosureSEC source: 0001360604-18-000078 · wf-form4_153117515216986.xml · nonDerivative · entry 1 BOOTH VICKI U · CIK 0001734430 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,937 F1 · shares: Represents the grant of 3,655 shares of the issuer's common stock, such grant to vest in five installments with 731 shares vesting on the grant date and 731 vesting on each of July 9, 2019, July 9, 2020, July 9, 2021 and July 9, 2022. Read SEC document |
| June 08, 2018 Filed Jun 8, 2018 16:34 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | PurchaseCommon Stock | 1,000 | $25.02 | $25,020.00 |
DisclosureSEC source: 0001360604-18-000060 · wf-form4_152849004925761.xml · nonDerivative · entry 1 BOOTH VICKI U · CIK 0001734430 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,282 Read SEC document |
| March 14, 2018 Filed Mar 16, 2018 13:55 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 1,282 | $26.01 | $33,344.82 |
DisclosureSEC source: 0001360604-18-000030 · wf-form4_152122292914498.xml · nonDerivative · entry 1 BOOTH VICKI U · CIK 0001734430 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,282 F1 · shares: Represents the grant of 1,282 shares of the issuer's common stock, such grant to vest in five installments with 257 shares vesting on the grant date and March 14, 2019 and 256 shares vesting on each of March 14, 2020, March 14, 2021 and March 14, 2022. 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.