Comparable stake leader
Adam D. Portnoy
SEC ownership of AlerisLife Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001159281.
Disclosed value leader
Adam D. Portnoy
Comparable rows
0/4
Latest evidence
18 Mar 2023
- Parsed ownership sources
- 3/4/5
- Largest SEC-reported holder
- Adam D. Portnoy
- Latest parsed ownership date
- 18 Mar 2023
- Issuer CIK
- 0001159281
- Issuer location
- Newton, MA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of AlerisLife Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Adam D. Portnoy
Disclosed value leader
Adam D. Portnoy
Comparable rows
0/4
Latest evidence
18 Mar 2023
3/4/5
Highest disclosed value: $29,312,150
4 rows are not safely comparable across share classes.
Quick read
Adam D. Portnoy has the largest disclosed position value at $29.31M.
0 of 4 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Adam D. Portnoy's linked filing trail.
Disclosed position value
Top 4
Adam D. Portnoy
$29.31M
Katherine E. Potter
$376.6K
Lauren C. Cody
$52.4K
Michael E. Wagner
$41.9K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-4 of 4 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Adam D. Portnoy |
3/4/5
Director
|
—
class O/S missing
|
$29,312,150
22,375,687 shares
|
— | 18 Mar 2023 |
| Katherine E. Potter |
3/4/5
President and CEO
|
—
class O/S missing
|
$376,550
287,443 shares
|
— | 16 Dec 2021 |
| Lauren C. Cody |
3/4/5
EVP & CCO
|
—
class O/S missing
|
$52,400
40,000 shares
|
— | 01 Mar 2022 |
| Michael E. Wagner |
3/4/5
Director
|
—
class O/S missing
|
$41,920
32,000 shares
|
— | 07 Jun 2022 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 07 Jun 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-13 of 13 reporting-owner rows connected to AlerisLife Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
13
Largest Forms 3/4/5 holder
Adam D. Portnoy
Net 12M change
$0
Latest report
18 Mar 2023
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Adam D. Portnoy | Director | $29,312,150 | Filing P/S | 18 Mar 2023 | ||
| Katherine E. Potter | President and CEO | $376,550 | Mixed | 16 Dec 2021 | ||
| Lauren C. Cody | Evp & Cco | $52,400 | Mixed | 01 Mar 2022 | ||
| Michael E. Wagner | Director | $41,920 | Mixed | 07 Jun 2022 | ||
| Jeffrey C. Leer | President And Ceo | Mixed | 18 Mar 2023 | |||
| Philip Benjamson | Senior Vice President & Coo | Mixed | 18 Mar 2023 | |||
| Donna D. Fraiche | Director | Mixed | 18 Mar 2023 | |||
| Bruce M. Gans | Director | Mixed | 18 Mar 2023 | |||
| Gerard M. Martin | Director | Mixed | 18 Mar 2023 | |||
| Heather Pereira | Senior Vice President & Cfo | Mixed | 18 Mar 2023 | |||
| Jennifer B. Clark | Director | Mixed | 18 Mar 2023 | |||
| Barbara D. Gilmore | Director | Mixed | 18 Mar 2023 | |||
| Stephen R. Geiger | Vp & Cao | Mixed | 18 Mar 2023 |
Recent insider transactions for AlerisLife Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||
* marks a reported price that did not pass the local price check.