Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Healthcare Realty Trust IncHR · Entity 3726 | Director · President and CEO | February 13, 2024 | February 14, 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 February 13, 2024 · Filed February 14, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 737,098 |
Reported balance
After 2024-02-13 transaction · row 1
1 source rowRow 1 · 2024-02-13 · Grant · Acquired 100,526 · Balance 737,098 |
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 585,264 · 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 |
|---|---|---|---|---|---|---|
| February 13, 2024 Filed Feb 14, 2024 21:31 UTC | Healthcare Realty Trust Inc HR · Entity 3726 | GrantCommon Stock | 100,526 | $15.22 | $1,530,005.72 |
DisclosureSEC source: 0001360604-24-000013 · wk-form4_1707946236.xml · nonDerivative · entry 1 Meredith Todd J · CIK 0001513791 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 737,098 Read SEC document |
| December 31, 2023 Filed Jan 2, 2024 20:54 UTC | Healthcare Realty Trust Inc HR · Entity 3726 | Tax withholdingCommon Stock | 3,105 | $17.23 | $53,499.15 |
DisclosureSEC source: 0001360604-24-000005 · wk-form4_1704228862.xml · nonDerivative · entry 1 Meredith Todd J · CIK 0001513791 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 636,572 Read SEC document |
| December 11, 2023 Filed Dec 13, 2023 21:51 UTC | Healthcare Realty Trust Inc HR · Entity 3726 | Tax withholdingCommon Stock | 20,193 | $15.79 | $318,847.47 |
DisclosureSEC source: 0001360604-23-000099 · wk-form4_1702504307.xml · nonDerivative · entry 1 Meredith Todd J · CIK 0001513791 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 639,677 Read SEC document |
| January 04, 2023 Filed Jan 4, 2023 23:40 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 59,984 | $19.13 | $1,147,493.92 |
DisclosureSEC source: 0001360604-23-000010 · wf-form4_167287558336049.xml · nonDerivative · entry 2 Meredith Todd J · CIK 0001513791 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 659,870 Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 23:40 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | Tax withholdingCommon Stock | 3,155 | $19.27 | $60,796.85 |
DisclosureSEC source: 0001360604-23-000010 · wf-form4_167287558336049.xml · nonDerivative · entry 1 Meredith Todd J · CIK 0001513791 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 599,886 Read SEC document |
| December 12, 2022 Filed Dec 14, 2022 21:15 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | GrantCommon Stock | 43,523 | $19.53 | $850,004.19 |
DisclosureSEC source: 0001360604-22-000139 · wf-form4_167105251371840.xml · nonDerivative · entry 2 Meredith Todd J · CIK 0001513791 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 603,041 Read SEC document |
| December 10, 2022 Filed Dec 14, 2022 21:15 UTC | Healthcare Realty Trust Inc HTA · Entity 3726 | Tax withholdingCommon Stock | 25,746 | $19.69 | $506,938.74 |
DisclosureSEC source: 0001360604-22-000139 · wf-form4_167105251371840.xml · nonDerivative · entry 1 Meredith Todd J · CIK 0001513791 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 559,518 Read SEC document |
| July 20, 2022 Filed Jul 22, 2022 09:44 UTC | HRTI, LLC HR · Entity 125212 | Disposition to issuerCommon Stock | 585,264 | $0.00 | $0.00 |
DisclosureSEC source: 0000899749-22-000130 · wf-form4_165849743319295.xml · nonDerivative · entry 1 Meredith Todd J · CIK 0001513791 · Director · President and CEO 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 |
| February 22, 2022 Filed Feb 23, 2022 16:32 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 29,562 | $30.85 | $911,987.70 |
DisclosureSEC source: 0000899749-22-000029 · wf-form4_164565193701496.xml · nonDerivative · entry 1 Meredith Todd J · CIK 0001513791 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 585,264 F1 · shares: The grant is in the form of restricted shares subject to a five-year cliff vesting period that were awarded pursuant to the Company's Amended and Restated Executive Incentive Plan for Company performance achieved in 2021. The plan required final measurement of performance upon completion of the Company's Form 10-K for the year ended December 31, 2021, which was filed with the SEC on February 22, 2022. Read SEC document |
| January 03, 2022 Filed Jan 4, 2022 12:31 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 55,263 | $31.48 | $1,739,679.24 |
DisclosureSEC source: 0000899749-22-000004 · wf-form4_164131749136544.xml · nonDerivative · entry 2 Meredith Todd J · CIK 0001513791 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 555,702 Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 12:31 UTC | HRTI, LLC HR · Entity 125212 | Tax withholdingCommon Stock | 3,245 | $31.64 | $102,671.80 |
DisclosureSEC source: 0000899749-22-000004 · wf-form4_164131749136544.xml · nonDerivative · entry 1 Meredith Todd J · CIK 0001513791 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500,439 F1 · shares: These shares were surrendered to the Company to satisfy tax withholding obligations. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 18:42 UTC | HRTI, LLC HR · Entity 125212 | Tax withholdingCommon Stock | 9,697 | $31.75 | $307,879.75 |
DisclosureSEC source: 0000899749-21-000133 · wf-form4_163969811652791.xml · nonDerivative · entry 1 Meredith Todd J · CIK 0001513791 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 503,684 F1 · shares: These shares were surrendered to the Company to satisfy tax withholding obligations. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 10:39 UTC | HRTI, LLC HR · Entity 125212 | Tax withholdingCommon Stock | 11,546 | $30.96 | $357,464.16 |
DisclosureSEC source: 0000899749-21-000035 · wf-form4_161357632706170.xml · nonDerivative · entry 1 Meredith Todd J · CIK 0001513791 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 513,381 Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 14:08 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 30,869 | $30.84 | $951,999.96 |
DisclosureSEC source: 0000899749-21-000031 · wf-form4_161315690253138.xml · nonDerivative · entry 1 Meredith Todd J · CIK 0001513791 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 524,927 Read SEC document |
| December 31, 2020 Filed Jan 4, 2021 15:15 UTC | HRTI, LLC HR · Entity 125212 | Tax withholdingCommon Stock | 2,768 | $29.60 | $81,932.80 |
DisclosureSEC source: 0000899749-21-000006 · wf-form4_160979131819043.xml · nonDerivative · entry 1 Meredith Todd J · CIK 0001513791 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 494,058 Read SEC document |
| December 14, 2020 Filed Dec 16, 2020 14:34 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 27,922 | $29.51 | $823,978.22 |
DisclosureSEC source: 0000899749-20-000107 · wf-form4_160814725205415.xml · nonDerivative · entry 1 Meredith Todd J · CIK 0001513791 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 496,826 Read SEC document |
| January 03, 2020 Filed Jan 3, 2020 17:11 UTC | HRTI, LLC HR · Entity 125212 | Tax withholdingCommon Stock | 2,661 | $33.20 | $88,345.20 |
DisclosureSEC source: 0000899749-20-000003 · wf-form4_157808945446400.xml · nonDerivative · entry 1 Meredith Todd J · CIK 0001513791 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 468,904 Read SEC document |
| December 18, 2019 Filed Dec 19, 2019 09:59 UTC | HRTI, LLC HR · Entity 125212 | SaleCommon Stock | 9,707 | $32.58 | $316,254.06 |
DisclosureSEC source: 0000899749-19-000105 · wf-form4_157676757776200.xml · nonDerivative · entry 1 Meredith Todd J · CIK 0001513791 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 471,565 F1 · price: These shares were sold in multiple lots on the transaction date at prices ranging from $32.50 to $32.655. Read SEC document |
| December 16, 2019 Filed Dec 16, 2019 17:20 UTC | HRTI, LLC HR · Entity 125212 | SaleCommon Stock | 7,000 | $32.50 | $227,500.00 |
DisclosureSEC source: 0000899749-19-000103 · wf-form4_157653481315796.xml · nonDerivative · entry 4 Meredith Todd J · CIK 0001513791 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 481,272 Read SEC document |
| December 16, 2019 Filed Dec 16, 2019 17:20 UTC | HRTI, LLC HR · Entity 125212 | SaleCommon Stock | 3,500 | $32.25 | $112,875.00 |
DisclosureSEC source: 0000899749-19-000103 · wf-form4_157653481315796.xml · nonDerivative · entry 3 Meredith Todd J · CIK 0001513791 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 488,272 Read SEC document |
| December 13, 2019 Filed Dec 16, 2019 17:20 UTC | HRTI, LLC HR · Entity 125212 | SaleCommon Stock | 3,500 | $32.25 | $112,875.00 |
DisclosureSEC source: 0000899749-19-000103 · wf-form4_157653481315796.xml · nonDerivative · entry 2 Meredith Todd J · CIK 0001513791 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 491,772 Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 17:20 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 36,886 | $33.40 | $1,231,992.40 |
DisclosureSEC source: 0000899749-19-000103 · wf-form4_157653481315796.xml · nonDerivative · entry 1 Meredith Todd J · CIK 0001513791 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 495,272 Read SEC document |
| January 03, 2019 Filed Jan 4, 2019 15:18 UTC | HRTI, LLC HR · Entity 125212 | Tax withholdingCommon Stock | 923 | $28.28 | $26,102.44 |
DisclosureSEC source: 0000899749-19-000009 · wf-form4_154663312186668.xml · nonDerivative · entry 1 Meredith Todd J · CIK 0001513791 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 458,386 Read SEC document |
| January 01, 2019 Filed Jan 2, 2019 16:05 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 12,122 | $28.87 | $349,962.14 |
DisclosureSEC source: 0000899749-19-000006 · wf-form4_154646313487949.xml · nonDerivative · entry 1 Meredith Todd J · CIK 0001513791 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 459,309 Read SEC document |
| December 17, 2018 Filed Dec 18, 2018 15:21 UTC | HRTI, LLC HR · Entity 125212 | Tax withholdingCommon Stock | 6,261 | $29.41 | $184,136.01 |
DisclosureSEC source: 0000899749-18-000099 · wf-form4_154516449532534.xml · nonDerivative · entry 1 Meredith Todd J · CIK 0001513791 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 447,187 Read SEC document |
| December 12, 2018 Filed Dec 13, 2018 14:19 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 36,813 | $31.06 | $1,143,411.78 |
DisclosureSEC source: 0000899749-18-000085 · wf-form4_154472876594890.xml · nonDerivative · entry 1 Meredith Todd J · CIK 0001513791 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 453,448 Read SEC document |
| November 23, 2018 Filed Nov 26, 2018 15:54 UTC | HRTI, LLC HR · Entity 125212 | Tax withholdingCommon Stock | 896 | $29.80 | $26,700.80 |
DisclosureSEC source: 0000899749-18-000072 · wf-form4_154326564054649.xml · nonDerivative · entry 1 Meredith Todd J · CIK 0001513791 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 416,635 F1 · shares: These shares were surrendered to the Company to satisfy tax withholding obligations. Read SEC document |
| January 01, 2018 Filed Jan 2, 2018 15:57 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 10,842 | $32.28 | $349,979.76 |
DisclosureSEC source: 0000899749-18-000009 · wf-form4_151492664143615.xml · nonDerivative · entry 3 Meredith Todd J · CIK 0001513791 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 417,531 Read SEC document |
| January 01, 2018 Filed Jan 2, 2018 15:57 UTC | HRTI, LLC HR · Entity 125212 | Tax withholdingCommon Stock | 1,525 | $32.12 | $48,983.00 |
DisclosureSEC source: 0000899749-18-000009 · wf-form4_151492664143615.xml · nonDerivative · entry 2 Meredith Todd J · CIK 0001513791 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 406,689 F1 · shares: These shares were surrendered to the Company to satisfy tax withholding obligations. Read SEC document |
| December 30, 2017 Filed Jan 2, 2018 15:57 UTC | HRTI, LLC HR · Entity 125212 | Tax withholdingCommon Stock | 6,767 | $32.12 | $217,356.04 |
DisclosureSEC source: 0000899749-18-000009 · wf-form4_151492664143615.xml · nonDerivative · entry 1 Meredith Todd J · CIK 0001513791 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 408,214 F1 · shares: These shares were surrendered to the Company to satisfy tax withholding obligations. Read SEC document |
| December 20, 2017 Filed Dec 20, 2017 15:26 UTC | HRTI, LLC HR · Entity 125212 | SaleCommon Stock | 4,720 | $32.77 | $154,674.40 |
DisclosureSEC source: 0000899749-17-000147 · wf-form4_151380155287777.xml · nonDerivative · entry 1 Meredith Todd J · CIK 0001513791 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 414,981 Read SEC document |
| December 11, 2017 Filed Dec 11, 2017 18:14 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 65,430 | $32.63 | $2,134,980.90 |
DisclosureSEC source: 0000899749-17-000135 · wf-form4_151303404751706.xml · nonDerivative · entry 1 Meredith Todd J · CIK 0001513791 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 419,701 Read SEC document |
| January 03, 2017 Filed Jan 3, 2017 17:11 UTC | HRTI, LLC HR · Entity 125212 | Tax withholdingCommon Stock | 375 | $30.15 | $11,306.25 |
DisclosureSEC source: 0000899749-17-000010 · wf-form4_148348146023440.xml · nonDerivative · entry 4 Meredith Todd J · CIK 0001513791 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,271 F1 · shares: These shares were surrendered to the Company to satisfy tax withholding obligations. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 16:32 UTC Amendment | HRTI, LLC HR · Entity 125212 | Tax withholdingCommon Stock | 375 | $30.15 | $11,306.25 |
DisclosureSEC source: 0000899749-17-000016 · wf-form4a_148365195714337.xml · nonDerivative · entry 1 Meredith Todd J · CIK 0001513791 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 354,271 F1 · balance_after: This transaction was previously reported by Form 4 on January 3, 2017. The transactions reported in the original filing were correct but there was an administrative error in column 5 reporting the amount of securities owned by the Reporting Person following the transactions. This Form 4/A corrects the information in column 5. Read SEC document |
| January 01, 2017 Filed Jan 3, 2017 17:11 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 11,772 | $29.73 | $349,981.56 |
DisclosureSEC source: 0000899749-17-000010 · wf-form4_148348146023440.xml · nonDerivative · entry 3 Meredith Todd J · CIK 0001513791 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,646 Read SEC document |
| December 31, 2016 Filed Jan 3, 2017 17:11 UTC | HRTI, LLC HR · Entity 125212 | Tax withholdingCommon Stock | 1,414 | $30.32 | $42,872.48 |
DisclosureSEC source: 0000899749-17-000010 · wf-form4_148348146023440.xml · nonDerivative · entry 2 Meredith Todd J · CIK 0001513791 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 349,874 F1 · shares: These shares were surrendered to the Company to satisfy tax withholding obligations. Read SEC document |
| December 30, 2016 Filed Jan 3, 2017 17:11 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 200,000 | $30.32 | $6,064,000.00 |
DisclosureSEC source: 0000899749-17-000010 · wf-form4_148348146023440.xml · nonDerivative · entry 1 Meredith Todd J · CIK 0001513791 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 351,288 Read SEC document |
| December 16, 2016 Filed Dec 19, 2016 13:24 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 24,644 | $29.15 | $718,372.60 |
DisclosureSEC source: 0000899749-16-000120 · wf-form4_148217185369227.xml · nonDerivative · entry 3 Meredith Todd J · CIK 0001513791 · Executive V.P. - Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,288 Read SEC document |
| December 16, 2016 Filed Dec 19, 2016 13:24 UTC | HRTI, LLC HR · Entity 125212 | SaleCommon Stock | 4,029 | $29.65 | $119,459.85 |
DisclosureSEC source: 0000899749-16-000120 · wf-form4_148217185369227.xml · nonDerivative · entry 2 Meredith Todd J · CIK 0001513791 · Executive V.P. - Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,644 Read SEC document |
| December 15, 2016 Filed Dec 19, 2016 13:24 UTC | HRTI, LLC HR · Entity 125212 | SaleCommon Stock | 2,000 | $29.50 | $59,000.00 |
DisclosureSEC source: 0000899749-16-000120 · wf-form4_148217185369227.xml · nonDerivative · entry 1 Meredith Todd J · CIK 0001513791 · Executive V.P. - Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,673 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.