Nancy H. Agee - 20 May 2025 Form 4 Insider Report for Healthcare Realty Trust Inc (HR)

Reporting relationship: Director
Issuer ticker: HR
Reported as of: 20 May 2025
Net transaction value: +$134,999
SEC form: 4
Accepted by SEC: 22 May 2025, 16:41:10 UTC
Prior SEC filing: 05 May 2025
Next SEC filing: 04 Jun 2025
Source filing: View source filing
Reporting owner signature: /s/ Andrew E. Loope as power of attorney

Key filing fact

Nancy H. Agee filed Form 4 for Healthcare Realty Trust Inc (HR) on 22 May 2025.

Key facts

This page summarizes Nancy H. Agee's Form 4 filing for Healthcare Realty Trust Inc (HR).
1 reported transaction and 1 derivative row are listed below.
Accepted by SEC: 22 May 2025, 16:41.

Change

Previous filing in this sequence was filed on 05 May 2025.
Current net transaction value: +$134,999.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001314626 Primary reporting owner

AGEE NANCY H

Relationship: Director
Address: 3310 WEST END AVENUE, SUITE 700, SUITE 700, ATTENTION: ANDREW LOOPE, NASHVILLE
Signature: /s/ Andrew E. Loope as power of attorney
Signature date: 22 May 2025

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

HR holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 36,069
Date: 20 May 2025
Ownership: Direct

HR holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 3,431
Date: 20 May 2025
Ownership: Shares held in living trust

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

HR transaction Derivative

Partnership Units

Award

Transaction value: $134,999
Shares: +9,018
Change %: +41%
Price: $14.97
Shares after: 30,780
Date: 20 May 2025
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 9,018
Exercise price
Footnotes: F1, F2

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 2 footnotes

Footnote 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.

Footnote F2

The partnership units are intended to qualify as profits interests for U.S. federal income tax purposes. The units vest on May 19, 2026 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.