Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
holding | HR | Common Stock | 36.1K | Jun 5, 2023 | Direct | ||||||
holding | HR | Common Stock | 3.43K | Jun 5, 2023 | Shares held in living trust |
Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
transaction | HR | Partnership Units | Award | $135K | +7.13K | $18.94 | 7.13K | Jun 5, 2023 | Common Stock | 7.13K | Direct | F1, F2 |
Id | Content |
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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 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. |