Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Presidio Property Trust, Inc.NONE · Entity 8487 | Principal Accounting Officer | January 03, 2017 | January 03, 2017 |
| REGIONAL HEALTH PROPERTIES, INCRHE · Entity 8343 | Chief Accounting Officer | April 15, 2024 | April 26, 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.
Presidio Property Trust, Inc.
Report date January 03, 2017 · Filed January 03, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Series ASEC Table I · non-derivative | Direct | 11,923.12 |
Reported balance
After 2017-01-03 transaction · row 1
1 source rowRow 1 · 2017-01-03 · Grant · Acquired 3,000 · Balance 11,923.12 F1: Restricted Stock granted pursuant to Director and Officer Compensation Plan and subject to a three-year vesting period. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock granted pursuant to Director and Officer Compensation Plan and subject to a three-year vesting period.
REGIONAL HEALTH PROPERTIES, INC
Report date April 15, 2024 · Filed April 26, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2024-04-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| January 03, 2017 Filed Jan 3, 2017 23:04 UTC | Presidio Property Trust, Inc. NONE · Entity 8487 | GrantCommon Series A | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000412 · doc4.xml · nonDerivative · entry 1 Pittard Heather L · CIK 0001639546 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,923.12 F1 · price: Restricted Stock granted pursuant to Director and Officer Compensation Plan and subject to a three-year vesting period. 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.