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Healthcare Realty Trust (HR) EVP & CFO reports 664-share tax withholding

Filing Impact
(Low)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

Healthcare Realty Trust Inc. executive reports routine share withholding for taxes. The filing shows that the company’s EVP and CFO, Andrew E. Loope, had 664 shares of common stock withheld on 01/03/2026 at a price of $16.95 per share. According to the explanation, these shares were withheld by the issuer to cover required tax withholding when previously granted restricted shares vested. After this transaction, Loope directly beneficially owns 98,477 shares of Healthcare Realty Trust Inc. common stock.

Positive

  • None.

Negative

  • None.
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Helfrich Austen B.

(Last) (First) (Middle)
3310 WEST END AVENUE
SUITE 700, ATTENTION: ANDREW LOOPE

(Street)
NASHVILLE TN 37203

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
Healthcare Realty Trust Inc [ HR ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
EVP and CFO
3. Date of Earliest Transaction (Month/Day/Year)
01/03/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 01/03/2026 F 664(1) D $16.95 98,477 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. This transaction represents shares withheld by the issuer to satisfy its required tax withholding obligation in connection with the vesting of restricted shares previously granted to the reporting person.
Remarks:
/s/ Andrew E. Loope as power of attorney 01/05/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider transaction did Healthcare Realty Trust Inc (HR) report?

The report shows that EVP and CFO Andrew E. Loope had 664 shares of Healthcare Realty Trust Inc common stock withheld on 01/03/2026 to satisfy tax withholding obligations related to vesting restricted shares.

Was this Healthcare Realty Trust (HR) Form 4 transaction an open-market buy or sell?

No open-market buy or sell is reported. The transaction reflects shares withheld by the issuer for taxes in connection with the vesting of previously granted restricted shares.

How many Healthcare Realty Trust Inc (HR) shares does the executive own after the transaction?

Following the reported transaction, EVP and CFO Andrew E. Loope directly beneficially owns 98,477 shares of Healthcare Realty Trust Inc common stock.

What was the price used for the withheld Healthcare Realty Trust (HR) shares?

The 664 shares withheld for taxes were valued at a price of $16.95 per share in the reported transaction.

Why were Healthcare Realty Trust Inc (HR) shares withheld from the executive?

The explanation states that the transaction represents shares withheld by the issuer to satisfy required tax withholding in connection with the vesting of restricted shares previously granted to the reporting person.

What is Andrew E. Loope’s role at Healthcare Realty Trust Inc (HR)?

Andrew E. Loope is reported as an officer of Healthcare Realty Trust Inc, serving as EVP and CFO in this filing.

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